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Home > Institutional Investor > Biltmore Wealth Management, Llc > Profile

Instuitional Investor - Biltmore Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Biltmore Wealth Management, Llc
Portfolio Value $237,074,684
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 229,094 $30,027,339 12.67%
2.
Sector Spdr Trust
 XLB 121,520 $25,091,380 10.58%
3.
Sector Spdr Trust
 XLB 155,721 $22,736,780 9.59%
4.
Pimco Etf Trust
 409,893 $20,502,833 8.65%
5.
Sector Spdr Trust
 XLB 103,524 $20,441,808 8.62%
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)