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Home > Institutional Investor > Wall Street Access Asset Management, Llc > Profile

Instuitional Investor - Wall Street Access Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Wall Street Access Asset Management, Llc
Portfolio Value $436,011,103
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 56,866 $38,949,928 8.93%
2.
Berkshire Hathaway Inc
 BRK.A 48 $36,230,400 8.31%
3.
Invesco S&P 500 Equal Weight Etf
 120,443 $23,072,065 5.29%
4.
Alphabet Inc.
 GOOGL 50,117 $15,726,715 3.61%
5.
Microsoft Corp
 MSFT 25,251 $12,212,087 2.8%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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