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Home > Institutional Investor > Gk Wealth Management Llc > Profile

Instuitional Investor - Gk Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Gk Wealth Management Llc
Portfolio Value $136,689,285
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lithium Amers Corp New
 1,322,946 $7,554,021 5.53%
2.
Amazon Com Inc
 AMZN 25,575 $5,615,503 4.11%
3.
Tesla Inc.
 TSLA 12,565 $5,587,907 4.09%
4.
Spdr Series Trust
 59,694 $5,476,969 4.01%
5.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 96,036 $4,871,946 3.56%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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