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Home > Institutional Investor > Hudson Oak Wealth Advisory Llc > Profile

Instuitional Investor - Hudson Oak Wealth Advisory Llc

Fund Profile
Filing Period:
Fund Name: Hudson Oak Wealth Advisory Llc
Portfolio Value $129,652,040
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 18,165 $12,476,074 9.62%
2.
Ishares Trust
 HYG 121,238 $11,709,166 9.03%
3.
Datadog Inc.
 DDOG 40,528 $10,551,870 8.14%
4.
Vanguard Tax-Managed Fds
 99,374 $7,080,398 5.46%
5.
Ishares Trust
 HYG 23,235 $5,098,456 3.93%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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