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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 $287,852
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P Midcap 400 Etf Trust
 MDY 50,398 $26,886 9.34%
2.
John Hancock Exchange Traded
 1,208,725 $25,662 8.91%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 133,666 $23,155 8.04%
4.
Ishares Trust
 IEF 199,843 $20,898 7.26%
5.
Ishares Trust
 IEF 354,787 $15,504 5.39%
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)