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Home > Institutional Investor > Wealth Quarterback Llc > Profile

Instuitional Investor - Wealth Quarterback Llc

Fund Profile
Filing Period:
Fund Name: Wealth Quarterback Llc
Portfolio Value $212,983,459
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 81,131 $47,760,028 22.42%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 36,836 $15,673,738 7.35%
3.
Ishares Tr
 78,699 $14,014,654 6.58%
4.
Ishares Trust
 IEF 68,770 $9,583,094 4.49%
5.
Apple Inc.
 AAPL 37,341 $9,350,951 4.39%
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)