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Home > Institutional Investor > Wealthtrust Asset Management, Llc > Profile

Instuitional Investor - Wealthtrust Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Wealthtrust Asset Management, Llc
Portfolio Value $139,234,121
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etf Opportunities Trust
 1,031,217 $30,099,270 21.61%
2.
Invesco Qqq Tr
 15,353 $7,848,899 5.63%
3.
Ishares Trust
 IEF 59,467 $5,762,330 4.13%
4.
C. H. Robinson Worldwide Inc.
 CHRW 53,795 $5,558,099 3.99%
5.
Spdr Ser Tr
 49,833 $4,556,230 3.27%
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)