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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
 XLE 208,740 $39,769,152 12.41%
2.
Sector Spdr Trust
 XLE 213,900 $39,620,617 12.37%
3.
Sector Spdr Trust
 XLE 181,609 $28,814,018 8.99%
4.
Pimco Etf Trust
 MINT 263,637 $26,608,852 8.31%
5.
Sector Spdr Trust
 XLE 199,665 $23,416,767 7.31%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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