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Home > Institutional Investor > Ellsworth Advisors, Llc > Profile

Instuitional Investor - Ellsworth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Ellsworth Advisors, Llc
Portfolio Value $410,859,976
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 86,252 $13,626,904 3.32%
2.
Spdr Gold Trust
 GLD 44,417 $13,539,634 3.3%
3.
First Tr Exchange-Traded Fd
 194,577 $11,649,342 2.84%
4.
Celestica Inc
 CLS 66,418 $10,368,514 2.52%
5.
Harbor Etf Trust
 396,738 $9,636,759 2.35%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)