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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 $113,207,067
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 58,853 $11,331,038 10%
2.
First Tr Mid Cap Core Alphad
 68,304 $7,134,399 6.3%
3.
Starbucks Corp
 SBUX 72,216 $6,933,510 6.12%
4.
First Tr Exchange-Traded Fd
 123,213 $6,366,415 5.62%
5.
First Tr Exchange- Traded Fd
 121,115 $5,852,310 5.16%
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
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Returns since its inception in May 2014 (through Feb 16th, 2024)