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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 $10,533,568,601
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,993,283 $385,773,401 3.66%
2.
Ishares Trust
 IEF 661,538 $317,061,506 3.01%
3.
Microsoft Corp
 MSFT 732,009 $281,757,643 2.67%
4.
Spdr S & P 500 Etf Trust
 SPY 391,039 $187,466,582 1.77%
5.
Vanguard Index Fds
 423,646 $187,218,346 1.77%
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)