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Home > Institutional Investor > Exit Wealth Advisors, Llc. > Profile

Instuitional Investor - Exit Wealth Advisors, Llc.

Fund Profile
Filing Period:
Fund Name: Exit Wealth Advisors, Llc.
Portfolio Value $219,618,733
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 376,007 $18,931,961 8.62%
2.
Tesla Inc.
 TSLA 25,255 $10,622,265 4.84%
3.
Ishares Trust
 IAU 112,372 $8,485,210 3.86%
4.
Nvidia Corp
 NVDA 39,979 $7,999,379 3.64%
5.
Apple Inc.
 AAPL 26,716 $7,730,536 3.52%
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.