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Home > Institutional Investor > Biltmore Wealth Management, Llc > 13F Holdings

Instuitional Investor - Biltmore Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 455,388 $35,117,301 13.4%
2.
Sector Spdr Trust
 XLB 224,360 $31,619,124 12.07%
3.
Sector Spdr Trust
 XLB 205,110 $24,576,313 9.38%
4.
Sector Spdr Trust
 XLB 352,180 $24,506,397 9.35%
5.
Pimco Etf Trust
 398,373 $20,145,739 7.69%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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