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Home > Institutional Investor > Mutual Of Omaha Bank Wealth Management > Profile

Instuitional Investor - Mutual Of Omaha Bank Wealth Management

Fund Profile
Filing Period:
Fund Name: Mutual Of Omaha Bank Wealth Management
Portfolio Value $298,560,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 231,423 $77,499,000 25.95%
2.
Ishares Trust
 IEF 226,983 $26,797,000 8.97%
3.
Procter & Gamble Co
 PG 155,140 $21,563,000 7.22%
4.
Abbott Laboratories
 ABT 119,278 $12,981,000 4.34%
5.
Ishares Tr Msci Acwi Etf - ETF - EQUITY
 150,755 $12,048,000 4.03%
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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