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Home > Institutional Investor > Wheatland Advisors Inc > Profile

Instuitional Investor - Wheatland Advisors Inc

Fund Profile
Filing Period:
Fund Name: Wheatland Advisors Inc
Portfolio Value $24,105,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 14,458 $2,942,000 12.2%
2.
Vanguard Whitehall Funds
 14,450 $1,138,000 4.72%
3.
Verizon Communications Inc
 VZ 19,404 $1,070,000 4.43%
4.
Intel Corp
 INTC 17,600 $1,053,000 4.36%
5.
Cisco Systems Inc.
 CSCO 20,409 $952,000 3.94%
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)