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

Instuitional Investor - Riverbend Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Riverbend Wealth Management, Llc
Portfolio Value $112,261,883
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 14,437 $8,527,413 7.59%
2.
Wisdomtree Tr
 76,297 $6,180,465 5.5%
3.
Apple Inc.
 AAPL 22,318 $5,593,764 4.98%
4.
Invesco Qqq Tr
 8,150 $4,185,440 3.72%
5.
Microsoft Corp
 MSFT 7,850 $3,317,544 2.95%
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)