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Home > Institutional Investor > Ground Swell Capital, Llc > Profile

Instuitional Investor - Ground Swell Capital, Llc

Fund Profile
Filing Period:
Fund Name: Ground Swell Capital, Llc
Portfolio Value $62,970,915
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 52,166 $32,230,763 51.18%
2.
Ishares Trust
 IEF 30,823 $6,651,295 10.56%
3.
Circle Internet Group IncPUTPUT
 10,000 $1,812,900 2.88%
4.
Ishares Trust
 IEF 2,842 $965,058 1.53%
5.
Spdr Series Trust
 15,239 $905,044 1.44%
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)