Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Allium Financial Advisors, Llc > Profile

Instuitional Investor - Allium Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Allium Financial Advisors, Llc
Portfolio Value $136,188,867
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 28 $20,406,400 14.98%
2.
Nvidia Corp
 NVDA 101,340 $16,010,782 11.76%
3.
Runway Growth Finance Corp.
 RWAY 963,973 $10,343,426 7.59%
4.
Ishares Trust
 IEF 14,771 $9,171,334 6.73%
5.
Costco Wholesale Corp W
 COST 5,965 $5,905,344 4.34%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)