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Home > Institutional Investor > Noble Wealth Management Pbc > Profile

Instuitional Investor - Noble Wealth Management Pbc

Fund Profile
Filing Period:
Fund Name: Noble Wealth Management Pbc
Portfolio Value $144,049,831
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 33,539 $3,864,336 2.68%
2.
Fidelity Investment Grade Bond Etf - ETF
 89,543 $3,791,251 2.63%
3.
Ft Vest Laddered Buffer Etf - ETF
 113,408 $3,455,542 2.39%
4.
Pimco Dynamic Income Fund
 PDI 188,005 $3,448,012 2.39%
5.
Tesla Inc.
 TSLA 8,520 $3,440,717 2.38%
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)