Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Expressive Wealth Llc > Profile

Instuitional Investor - Expressive Wealth Llc

Fund Profile
Filing Period:
Fund Name: Expressive Wealth Llc
Portfolio Value $105,889,150
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
 104,189 $5,134,434 4.85%
2.
Spdr Gold Trust
 GLD 11,004 $4,053,654 3.83%
3.
Capital Group Growth Etf
 64,001 $3,020,847 2.85%
4.
Schwab Strategic Trust
 SCHD 107,785 $2,985,645 2.82%
5.
Nvidia Corp
 NVDA 13,974 $2,796,122 2.64%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.