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Home > Institutional Investor > Drake & Associates, Llc > 13F Holdings

Instuitional Investor - Drake & Associates, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Columbia Etf Tr I
 1,252,310 $54,199,995 9.13%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 1,098,394 $49,965,933 8.42%
3.
Putnam Etf Trust
 954,581 $48,635,891 8.19%
4.
Spdr Series Trust
 KRE 378,474 $45,034,565 7.59%
5.
Ishares Trust
 IEF 574,352 $44,288,279 7.46%
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.