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 > Alterity Financial Group, Llc > Profile

Instuitional Investor - Alterity Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Alterity Financial Group, Llc
Portfolio Value $69,918,117
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 45,937 $8,844,279 12.64%
2.
Nvidia Corp
 NVDA 8,333 $4,126,743 5.9%
3.
Alphabet Inc.
 GOOG 29,290 $4,091,520 5.85%
4.
Broadcom Inc.
 AVGO 3,169 $3,537,105 5.05%
5.
Thermo Fisher Scientific Inc.
 TMO 4,531 $2,405,172 3.43%
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
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)