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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 $19,394,688,980
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 1,027,238 $510,957,995 2.63%
2.
Apple Inc.
 AAPL 2,523,030 $506,422,452 2.61%
3.
Nvidia Corp
 NVDA 3,158,677 $495,816,659 2.56%
4.
Ishares Trust
 IEF 650,508 $403,900,680 2.08%
5.
Spdr S & P 500 Etf Trust
 SPY 595,116 $316,044,970 1.63%
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)