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Home > Institutional Investor > Gupta Wealth Management Llc > Profile

Instuitional Investor - Gupta Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Gupta Wealth Management Llc
Portfolio Value $426,770,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 162,728 $21,254,000 4.98%
2.
Ishares Trust
 IEF 170,642 $20,276,000 4.75%
3.
Apple Inc
 AAPL 600,288 $16,356,000 3.83%
4.
Vanguard Specialized Portfol
 200,190 $16,265,000 3.81%
5.
Ishares Trust
 IEF 120,940 $13,345,000 3.12%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)