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Home > Institutional Investor > Atx Financial Planning, Llc > 13F Holdings

Instuitional Investor - Atx Financial Planning, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blue Buffalo Pet Products Inc.
 BUFF 349,729 $11,985,213 7.93%
2.
Blue Buffalo Pet Products Inc.
 BUFF 306,223 $11,171,005 7.39%
3.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 28,113 $8,517,501 5.64%
4.
Spdr Series Trust
 KRE 95,848 $8,423,165 5.57%
5.
Blue Buffalo Pet Products Inc.
 BUFF 203,220 $7,840,243 5.19%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
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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.