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Home > Institutional Investor > Bellevue Asset Management, Llc > Profile

Instuitional Investor - Bellevue Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Bellevue Asset Management, Llc
Portfolio Value $183,304,024
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 139,644 $52,421,027 28.6%
2.
Apple Inc.
 AAPL 56,396 $12,527,305 6.83%
3.
First Tr Exchng Traded Fd Vi
 231,743 $10,159,638 5.54%
4.
First Tr Exchange-Traded Fd
 158,537 $9,280,773 5.06%
5.
Capital Group Growth Etf
 262,689 $8,997,124 4.91%
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)