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Home > Institutional Investor > Mueller Wealth, Llc > 13F Holdings

Instuitional Investor - Mueller Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 309,978 $27,240,847 18.54%
2.
Ishares Tr - CORE MSCI INTL
 270,659 $24,091,370 16.4%
3.
Spdr Series Trust
 KRE 942,299 $24,047,477 16.37%
4.
Spdr Series Trust
 KRE 202,687 $18,401,926 12.53%
5.
Wisdomtree Tr
 307,442 $15,479,686 10.54%
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.