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Home > Institutional Investor > Granite Bay Wealth Management, Llc > Profile

Instuitional Investor - Granite Bay Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Granite Bay Wealth Management, Llc
Portfolio Value $311,184
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P Midcap 400 Etf Trust
 MDY 51,486 $29,166 9.37%
2.
John Hancock Exchange Traded
 1,341,027 $28,740 9.24%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 147,062 $26,727 8.59%
4.
Ishares Trust
 IEF 224,958 $24,586 7.9%
5.
Ishares Trust
 IEF 377,040 $18,188 5.84%
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)