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Home > Institutional Investor > Brightwater Advisory Llc > Profile

Instuitional Investor - Brightwater Advisory Llc

Fund Profile
Filing Period:
Fund Name: Brightwater Advisory Llc
Portfolio Value $126,534,394
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 537,757 $10,636,836 8.41%
2.
Schwab Strategic Trust
 FNDF 349,951 $9,410,194 7.44%
3.
Spdr S & P 500 Etf Trust
 SPY 13,403 $7,497,504 5.93%
4.
Schwab Strategic Trust
 FNDF 296,026 $6,811,573 5.38%
5.
Vanguard Specialized Funds - DIV APP ETF
 30,298 $5,877,675 4.65%
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)