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Home > Institutional Investor > Minot Wealth Management Llc > Profile

Instuitional Investor - Minot Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Minot Wealth Management Llc
Portfolio Value $388,999,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 370,610 $26,547,000 6.82%
2.
Apple Inc.
 AAPL 177,892 $24,321,000 6.25%
3.
Spdr S & P 500 Etf Trust
 SPY 59,934 $22,610,000 5.81%
4.
Berkshire Hathaway Inc
 BRK.A 50,239 $13,716,000 3.52%
5.
Microsoft Corp
 MSFT 51,834 $13,313,000 3.42%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)