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Home > Institutional Investor > Widmann Financial Services, Inc. > Profile

Instuitional Investor - Widmann Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Widmann Financial Services, Inc.
Portfolio Value $111,034,358
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 100,414 $7,064,152 6.36%
2.
Microsoft Corp
 MSFT 17,180 $6,460,371 5.81%
3.
Apple Inc.
 AAPL 28,760 $5,537,210 4.98%
4.
American Centy Etf Tr
 53,677 $4,820,163 4.34%
5.
Ishares Trust
 IEF 27,603 $4,561,427 4.1%
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)