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

Instuitional Investor - Sculati Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Sculati Wealth Management, Llc
Portfolio Value $214,647,376
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 51,666 $18,427,196 8.58%
2.
Apple Inc.
 AAPL 61,453 $11,831,568 5.51%
3.
Wisdomtree Tr
 238,422 $10,011,340 4.66%
4.
Vanguard Index Fds
 41,000 $8,944,150 4.16%
5.
Microsoft Corp
 MSFT 21,704 $8,161,910 3.8%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)