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Home > Institutional Investor > Transatlantique Private Wealth Llc > Profile

Instuitional Investor - Transatlantique Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Transatlantique Private Wealth Llc
Portfolio Value $318,750,238
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 27,609 $13,352,413 4.19%
2.
Apple Inc.
 AAPL 37,660 $10,238,159 3.21%
3.
Alphabet Inc.
 GOOGL 31,566 $9,880,375 3.1%
4.
Astrazeneca Plc
 AZN 47,248 $8,748,184 2.74%
5.
Vanguard World Fund
 11,430 $8,615,705 2.7%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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