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Home > Institutional Investor > Pandora Wealth, Inc. > Profile

Instuitional Investor - Pandora Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Pandora Wealth, Inc.
Portfolio Value $152,017,258
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 66,666 $14,808,519 9.74%
2.
Aptus Collared Investment Opportunity Etf - ETF
 331,173 $12,813,083 8.43%
3.
Ishares Trust
 IEF 21,131 $11,873,509 7.81%
4.
Meta Platforms Inc.
 META 17,986 $10,366,411 6.82%
5.
Aptus Defined Risk Etf - ETF
 275,686 $7,517,957 4.95%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)