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Home > Institutional Investor > Icapital Wealth Llc > Profile

Instuitional Investor - Icapital Wealth Llc

Fund Profile
Filing Period:
Fund Name: Icapital Wealth Llc
Portfolio Value $175,968,165
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 77,115 $12,183,399 6.92%
2.
Microsoft Corp
 MSFT 20,414 $10,154,128 5.77%
3.
Crowdstrike Holdings Inc.
 CRWD 19,777 $10,072,624 5.72%
4.
Vaneck Etf Trust
 89,716 $8,414,464 4.78%
5.
First Tr Exchange Traded Fd
 81,511 $7,349,847 4.18%
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)