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Home > Institutional Investor > Urban Wealth Management, Llc > Profile

Instuitional Investor - Urban Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Urban Wealth Management, Llc
Portfolio Value $29,706,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOG 17,660 $1,924,000 6.47%
2.
Verizon Communications Inc
 VZ 30,543 $1,550,000 5.21%
3.
Ishares U S Etf Tr
 49,386 $1,383,000 4.65%
4.
Davita Inc.
 DVA 14,576 $1,165,000 3.92%
5.
Ishares Inc
 22,882 $1,123,000 3.78%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)