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Home > Institutional Investor > Gwm Advisors Llc > Profile

Instuitional Investor - Gwm Advisors Llc

Fund Profile
Filing Period:
Fund Name: Gwm Advisors Llc
Portfolio Value $16,833,614,193
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 2,416,439 $536,763,295 3.19%
2.
Ishares Trust
 IEF 816,279 $458,667,164 2.72%
3.
Microsoft Corp
 MSFT 950,530 $356,819,120 2.12%
4.
Nvidia Corp
 NVDA 3,129,146 $333,462,995 1.98%
5.
Spdr S & P 500 Etf Trust
 SPY 816,849 $291,818,262 1.73%
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)