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Home > Institutional Investor > Provence Wealth Management Group > Profile

Instuitional Investor - Provence Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Provence Wealth Management Group
Portfolio Value $186,132,685
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 26,206 $12,516,695 11.8%
2.
Spdr S & P 500 Etf Trust
 SPY 21,887 $10,402,870 9.81%
3.
Ishares Core
 105,908 $4,879,183 4.6%
4.
Ishares Msci
 27,628 $4,065,182 3.83%
5.
Wisdomtree Trust
 54,247 $3,812,491 3.59%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)