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Home > Institutional Investor > Llbh Private Wealth Management, Llc > 13F Holdings

Instuitional Investor - Llbh Private Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lionsgate Studios Corp
 5,430,706 $83,144,105 5.14%
2.
Apple Inc.
 AAPL 220,427 $63,782,918 3.94%
3.
Alphabet Inc.
 GOOGL 135,141 $47,749,384 2.95%
4.
Schwab Strategic Trust
 SCHD 1,213,720 $38,487,057 2.38%
5.
Nvidia Corp
 NVDA 178,623 $35,740,551 2.21%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.