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Home > Institutional Investor > Wealthtrust-arizona, Llc > Profile

Instuitional Investor - Wealthtrust-arizona, Llc

Fund Profile
Filing Period:
Fund Name: Wealthtrust-arizona, Llc
Portfolio Value $171,718,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 588,301 $19,196,000 11.17%
2.
Schwab Strategic Trust
 FNDF 277,476 $16,566,000 9.64%
3.
Invesco Qqq Tr
 86,543 $13,351,000 7.77%
4.
Schwab Strategic Trust
 FNDF 258,981 $12,413,000 7.22%
5.
Invesco Exchange Traded Fd T
 97,794 $9,745,000 5.67%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)