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Home > Institutional Investor > Wolff Wiese Magana Llc > Profile

Instuitional Investor - Wolff Wiese Magana Llc

Fund Profile
Filing Period:
Fund Name: Wolff Wiese Magana Llc
Portfolio Value $151,045,602
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 49,759 $6,682,152 4.42%
2.
Microsoft Corp
 MSFT 12,094 $5,097,558 3.37%
3.
Apple Inc.
 AAPL 19,571 $4,901,048 3.24%
4.
Visa Inc.
 V 12,762 $4,033,226 2.67%
5.
Vanguard Index Fds - REAL ESTATE ETF
 44,755 $3,986,755 2.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)