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

Instuitional Investor - Wealth Management Partners, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Management Partners, Llc
Portfolio Value $179,287,604
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 38,790 $15,885,311 8.86%
2.
Apple Inc.
 AAPL 58,465 $11,256,260 6.27%
3.
Nvidia Corp
 NVDA 210,560 $10,427,365 5.81%
4.
Ishares Trust
 IEF 21,270 $10,159,295 5.66%
5.
Microsoft Corp
 MSFT 22,698 $8,535,510 4.76%
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)