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Home > Institutional Investor > Advisortrust Partners, Llc > 13F Holdings

Instuitional Investor - Advisortrust Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 25,630 $14,793,352 6.15%
2.
Invesco Actvely Mngd Etc Fd
 718,719 $12,448,213 5.18%
3.
Ishares Trust
 IEF 313,377 $12,321,984 5.12%
4.
Broadcom Inc.
 AVGO 37,345 $11,558,705 4.81%
5.
Ishares Trust
 IEF 194,493 $11,045,257 4.59%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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