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Home > Institutional Investor > Premier Private Wealth Management Llc > Profile

Instuitional Investor - Premier Private Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Premier Private Wealth Management Llc
Portfolio Value $96,487,276
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 51,636 $7,704,539 7.99%
2.
Wisdomtree Tr
 76,507 $7,044,778 7.3%
3.
Schwab Strategic Trust
 FNDF 190,874 $5,726,230 5.93%
4.
Ishares Trust
 VLUE 58,937 $5,571,911 5.77%
5.
First Tr Exchange Traded Fd
 74,375 $5,439,046 5.64%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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