Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Llbh Private Wealth Management, Llc > Profile

Instuitional Investor - Llbh Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Llbh Private Wealth Management, Llc
Portfolio Value $391,682,801
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackstone Strategic Cred 20
 3,201,078 $38,669,022 9.87%
2.
Starz Entertainment Corp
 LGF 4,079,881 $32,312,658 8.25%
3.
J P Morgan Exchange Traded F
 520,704 $29,753,001 7.6%
4.
Apple Inc.
 AAPL 77,572 $17,231,083 4.4%
5.
First Tr Exchng Traded Fd Vi
 838,172 $17,006,500 4.34%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)