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Home > Institutional Investor > Joseph R. Weiss, Llc > Profile

Instuitional Investor - Joseph R. Weiss, Llc

Fund Profile
Filing Period:
Fund Name: Joseph R. Weiss, Llc
Portfolio Value $15,906,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway IncCALL
 BRK.A 3,374,900 $15,800,000 51.17%
2.
Wells Fargo & CompanyCALL
 WFC 4,906,500 $7,307,000 23.66%
3.
Kraft Heinz Co
 KHC 130,000 $3,619,000 11.72%
4.
Occidental Petroleum Corp
 OXY 52,000 $2,347,000 7.6%
5.
Us BancorpCALL
 USB 209,100 $1,697,000 5.49%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)