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Home > Institutional Investor > Reilly Financial Advisors, Llc > Profile

Instuitional Investor - Reilly Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Reilly Financial Advisors, Llc
Portfolio Value $1,346,927,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 324,710 $57,659,000 4.28%
2.
Microsoft Corp
 MSFT 113,135 $38,049,000 2.82%
3.
Alphabet Inc.
 GOOG 260,320 $37,662,000 2.79%
4.
Pimco Etf Trust
 356,580 $36,214,000 2.68%
5.
Amazon Com Inc
 AMZN 177,420 $29,579,000 2.19%
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)