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 > Mai Wealth Advisors > Profile

Instuitional Investor - Mai Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Mai Wealth Advisors
Portfolio Value $13,266,573,950
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,642,402 $922,865,545 6.96%
2.
Spdr S & P 500 Etf Trust
 SPY 756,325 $423,080,910 3.19%
3.
Apple Inc.
 AAPL 1,878,302 $417,227,232 3.14%
4.
Microsoft Corp
 MSFT 953,330 $357,870,717 2.7%
5.
Ishares Trust
 IEF 4,882,549 $284,896,757 2.15%
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)