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Home > Institutional Investor > Collaborative Capital Advisors Llc > 13F Holdings

Instuitional Investor - Collaborative Capital Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 60,355 $46,146,297 28.9%
2.
Ishares Trust
 IEF 23,212 $17,776,817 11.13%
3.
Spdr Gold Trust
 GLD 26,035 $9,915,169 6.21%
4.
Ishares Trust
 HYG 79,551 $8,264,553 5.18%
5.
Sector Spdr Trust
 XLE 84,948 $5,224,302 3.27%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.