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Home > Institutional Investor > Tsa Wealth Managment Llc > Profile

Instuitional Investor - Tsa Wealth Managment Llc

Fund Profile
Filing Period:
Fund Name: Tsa Wealth Managment Llc
Portfolio Value $251,491,852
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 391,256 $25,728,995 10.23%
2.
Schwab Strategic Trust
 FNDF 1,105,136 $25,594,950 10.18%
3.
Ishares Tr - MSCI USA QLT FCT
 94,013 $16,065,882 6.39%
4.
Ishares Trust
 IEF 149,343 $13,863,511 5.51%
5.
Blackrock Etf Trust
 282,702 $13,784,550 5.48%
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)