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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 $9,956,431,772
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 2,133,978 $55,888,901 4.16%
2.
Apple Inc.
 AAPL 179,030 $44,832,976 3.33%
3.
Amazon Com Inc
 AMZN 201,833 $44,280,142 3.29%
4.
Bancreek Us Large Cap Etf
 1,287,541 $39,192,780 2.91%
5.
Spdr S & P 500 Etf Trust
 SPY 66,063 $38,718,647 2.88%
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)