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Home > Institutional Investor > Opes Wealth Management Llc > Profile

Instuitional Investor - Opes Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Opes Wealth Management Llc
Portfolio Value $416,669,174
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 485,297 $93,434,233 22.42%
2.
Schwab Strategic Trust
 FNDF 628,150 $21,187,500 5.08%
3.
Ishares Tr
 294,114 $17,040,965 4.08%
4.
Ishares Tr
 312,275 $14,386,530 3.45%
5.
Gilead Sciences Inc.
 GILD 157,976 $12,797,636 3.07%
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)