Hedge Fund - Truvvo Partners
Get Email AlertsCasey Whalen Bio, Returns, AUM, Net Worth
Manager biography is currently missing.
Fund Profile
Filing Period:
| Fund Name: | Truvvo Partners |
| Manager | Casey Whalen |
| Portfolio Value | $5,216,000 |
| Change This QTR | +0.87% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | GS | 5,000 | $1,465,000 | 28.08% | |||
| 2. | AAPL | 7,466 | $1,032,000 | +1% | 19.78% | ||
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 2,132 | $703,000 | 13.47% | |||
| 4. | IEF | 8,795 | $493,000 | -29% | 9.45% | ||
| 5. | MSFT | 1,522 | $354,000 | +1% | 6.78% |
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