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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 $162,639,748
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Aptus Collared Investment Opportunity Etf - ETF
 326,421 $13,513,829 8.31%
2.
Meta Platforms Inc.
 META 17,961 $13,256,834 8.15%
3.
Apple Inc.
 AAPL 64,387 $13,210,281 8.12%
4.
Ishares Trust
 IEF 21,136 $13,123,342 8.07%
5.
Aptus Defined Risk Etf - ETF
 276,504 $7,946,725 4.89%
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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