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Home > Institutional Investor > Mai Wealth Advisors > Profile

Instuitional Investor - Mai Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Mai Wealth Advisors
Portfolio Value $13,496,919,233
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,616,043 $951,332,404 7.04%
2.
Apple Inc.
 AAPL 1,875,776 $469,731,885 3.48%
3.
Spdr S & P 500 Etf Trust
 SPY 750,895 $440,084,529 3.26%
4.
Microsoft Corp
 MSFT 957,632 $403,641,765 2.99%
5.
Ishares Trust
 IEF 4,665,678 $290,718,401 2.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)