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Home > Institutional Investor > Elyxium Wealth, Llc > Profile

Instuitional Investor - Elyxium Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Elyxium Wealth, Llc
Portfolio Value $225,741,152
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 134,874 $29,959,557 13.27%
2.
Ishares Trust
 IEF 25,532 $14,346,623 6.36%
3.
Microsoft Corp
 MSFT 21,676 $8,136,875 3.6%
4.
Ishares Trust
 IEF 138,768 $8,097,094 3.59%
5.
Spdr S & P 500 Etf Trust
 SPY 11,162 $6,243,911 2.77%
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)