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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 $1,213,715,596
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 211,720 $43,438,555 3.58%
2.
Microsoft Corp
 MSFT 76,386 $37,994,922 3.13%
3.
J P Morgan Exchange Traded F
 630,278 $35,831,309 2.95%
4.
Blackstone Strategic Cred 20
 2,892,203 $35,053,497 2.89%
5.
Lionsgate Studios Corp
 5,877,806 $34,150,053 2.81%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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