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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 $114,301,769
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 306,387 $9,715,544 8.5%
2.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 28,585 $8,660,328 7.58%
3.
Spdr Series Trust
 KRE 52,930 $8,054,871 7.05%
4.
First Tr Exchange Traded Fd
 96,741 $7,841,849 6.86%
5.
Ishares Trust
 HYG 69,250 $6,688,136 5.85%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.