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Home > Institutional Investor > Gentry Private Wealth, Llc > Profile

Instuitional Investor - Gentry Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Gentry Private Wealth, Llc
Portfolio Value $194,291,038
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 111,345 $76,472,860 39.36%
2.
Vanguard Index Fds - GROWTH ETF
 115,890 $9,982,765 5.14%
3.
Spdr Series Trust
 KRE 23,163 $9,048,626 4.66%
4.
Spdr Series Trust
 KRE 229,761 $7,687,803 3.96%
5.
Ishares Trust
 HYG 60,891 $5,880,853 3.03%
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.