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Home > Institutional Investor > Llbh Private Wealth Management, Llc > Profile

Instuitional Investor - Llbh Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Llbh Private Wealth Management, Llc
Portfolio Value $372,943,717
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackstone Strategic Cred 20
 3,829,558 $42,086,845 11.28%
2.
Lions Gate Entertainment Corp
 LGF.B 4,182,369 $32,915,244 8.82%
3.
J P Morgan Exchange Traded F
 433,948 $23,242,253 6.23%
4.
Legalzoom.com Inc.
 LZ 1,899,262 $20,777,926 5.57%
5.
Draftkings Inc.
 DKNG 540,135 $15,901,574 4.26%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)