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Home > Institutional Investor > Olympus Wealth Management, Llc > Profile

Instuitional Investor - Olympus Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Olympus Wealth Management, Llc
Portfolio Value $194,869,815
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 681,067 $47,913,091 24.58%
2.
Spdr S & P 500 Etf Trust
 SPY 89,485 $42,533,311 21.82%
3.
Vanguard Index Fds
 71,136 $31,072,117 15.94%
4.
Schwab Strategic Trust
 FNDF 288,684 $21,977,475 11.27%
5.
Ishares Inc
 341,596 $17,277,912 8.86%
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)