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Home > Institutional Investor > Opes Wealth Management Llc > Profile

Instuitional Investor - Opes Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Opes Wealth Management Llc
Portfolio Value $487,742,659
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 443,814 $111,139,966 22.78%
2.
Schwab Strategic Trust
 FNDF 676,116 $22,453,812 4.6%
3.
Ishares Tr
 344,721 $19,745,619 4.04%
4.
Ishares Tr
 338,615 $15,305,398 3.13%
5.
Gilead Sciences Inc.
 GILD 157,209 $14,521,395 2.97%
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)