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Home > Institutional Investor > Asset One Wealth Management Llc > Profile

Instuitional Investor - Asset One Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Asset One Wealth Management Llc
Portfolio Value $1,167,290,848
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 109,729 $56,280,224 4.82%
2.
Apple Inc.
 AAPL 120,940 $40,275,374 3.45%
3.
Vaneck Merk Gold Trust
 OUNZ 783,285 $31,253,078 2.68%
4.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 97,866 $29,813,898 2.55%
5.
Spdr Series Trust - ST STR BL 12 ETF
 284,614 $28,273,575 2.42%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.