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Home > Institutional Investor > Strategic Wealth Designers > Profile

Instuitional Investor - Strategic Wealth Designers

Fund Profile
Filing Period:
Fund Name: Strategic Wealth Designers
Portfolio Value $665,328,612
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Proshares Tr
 461,489 $43,933,776 6.6%
2.
Amazon Com Inc
 AMZN 245,994 $37,376,328 5.61%
3.
Spdr S & P 500 Etf Trust
 SPY 77,401 $36,789,632 5.52%
4.
Apple Inc.
 AAPL 184,781 $35,575,829 5.34%
5.
Spdr Series Trust
 993,248 $28,824,054 4.33%
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)