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Home > Institutional Investor > Warther Private Wealth, Llc > Profile

Instuitional Investor - Warther Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Warther Private Wealth, Llc
Portfolio Value $178,655,096
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 105,287 $20,270,996 11.34%
2.
Alphabet Inc.
 GOOG 107,081 $14,958,145 8.37%
3.
Schwab Charles Corp
 SCHW 186,915 $12,859,752 7.19%
4.
Microsoft Corp
 MSFT 32,939 $12,386,348 6.93%
5.
Taiwan Semiconductor Mfg Co Ltd
 TSM 105,252 $10,946,208 6.12%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)