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Home > Institutional Investor > Global Assets Advisory, Llc > Profile

Instuitional Investor - Global Assets Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Global Assets Advisory, Llc
Portfolio Value $256,182,227
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 121,238 $18,585,842 7.25%
2.
Apple Inc.
 AAPL 63,225 $13,139,391 5.13%
3.
Exxon Mobil Corp
 XOM 92,433 $10,097,381 3.94%
4.
Amazon Com Inc
 AMZN 45,394 $10,007,575 3.91%
5.
J P Morgan Exchange Traded F
 111,549 $6,333,739 2.47%
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)