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Home > Institutional Investor > Ascent Wealth Partners, Llc > Profile

Instuitional Investor - Ascent Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Ascent Wealth Partners, Llc
Portfolio Value $745,612,662
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 167,181 $60,367,387 8.1%
2.
Invesco Qqq Tr
 102,020 $47,617,566 6.39%
3.
Apple Inc.
 AAPL 157,025 $34,880,001 4.68%
4.
Spdr S & P Midcap 400 Etf Trust
 MDY 61,310 $32,707,659 4.39%
5.
Ishares Tr - MSCI INTL QUALTY
 504,339 $20,017,210 2.68%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)