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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 $164,301,162
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 21,821 $8,191,385 4.99%
2.
Nvidia Corp
 NVDA 75,390 $8,170,768 4.97%
3.
Vaneck Etf Trust
 90,465 $7,960,920 4.85%
4.
Crowdstrike Holdings Inc.
 CRWD 21,351 $7,527,936 4.58%
5.
First Tr Exchange Traded Fd
 80,460 $5,922,661 3.6%
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)