Instuitional Investor - Allied Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Allied Private Wealth Llc
Portfolio Value $155,999,531
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 67,800 $21,248,032 13.62%
2. MSFT 24,134 $9,251,574 5.93%
3.
Vanguard S&P 500 Etf - ETF
10,747 $7,364,498 4.72%
4.
Capital Group Dividend Value Etf - ETF
147,354 $7,177,628 4.6%
5. AMZN 19,030 $4,636,229 2.97%