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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 $7,464,923
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Direxion Daily Tsla Bull2X Etf
 124,855 $11,452,923 19.93%
2.
Apple Inc.
 AAPL 9,922 $2,203,883 3.84%
3.
Spdr Series Trust
 80,228 $2,187,008 3.81%
4.
Amazon Com Inc
 AMZN 10,729 $2,041,300 3.55%
5.
Microsoft Corp
 MSFT 5,304 $1,990,908 3.46%
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)