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Home > Institutional Investor > Gw Henssler & Associates Ltd > Profile

Instuitional Investor - Gw Henssler & Associates Ltd

Fund Profile
Filing Period:
Fund Name: Gw Henssler & Associates Ltd
Portfolio Value $1,872,084,934
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 3,959,449 $105,162,966 5.62%
2.
Apple Inc.
 AAPL 314,217 $64,467,842 3.44%
3.
Microsoft Corp
 MSFT 121,970 $60,669,345 3.24%
4.
Ishares Trust
 IEF 451,897 $55,845,420 2.98%
5.
Meta Platforms Inc.
 META 70,442 $51,992,333 2.78%
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)