Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Partnervest Advisory Services Llc > Profile

Instuitional Investor - Partnervest Advisory Services Llc

Fund Profile
Filing Period:
Fund Name: Partnervest Advisory Services Llc
Portfolio Value $315,316,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 154,533 $51,751,000 16.92%
2.
Goldman Sachs Etf Tr
 234,140 $23,515,000 7.69%
3.
Ishares Tr - MSCI USA MIN VOL
 212,075 $13,516,000 4.42%
4.
Apple Inc.
 AAPL 93,754 $10,858,000 3.55%
5.
Advisorshares Trust
 283,891 $9,697,000 3.17%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.