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Home > Institutional Investor > Nauset Wealth Management. Llc > Profile

Instuitional Investor - Nauset Wealth Management. Llc

Fund Profile
Filing Period:
Fund Name: Nauset Wealth Management. Llc
Portfolio Value $104,914,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 66,560 $11,097,000 10.57%
2.
Sector Spdr Trust
 XLB 92,190 $9,755,000 9.29%
3.
Ishares Trust
 IEF 81,768 $9,389,000 8.94%
4.
Apple Inc.
 AAPL 36,274 $6,441,000 6.13%
5.
Blackstone Inc
 BX 49,072 $6,349,000 6.05%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)