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Home > Institutional Investor > Qtr Family Wealth, Llc > Profile

Instuitional Investor - Qtr Family Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Qtr Family Wealth, Llc
Portfolio Value $161,469,505
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 44,275 $6,995,046 4.33%
2.
Microsoft Corp
 MSFT 14,018 $6,972,542 4.32%
3.
Apple Inc.
 AAPL 30,105 $6,176,619 3.83%
4.
Ishares Bitcoin Trust Etf
 90,599 $5,545,565 3.43%
5.
Fidelity Wise Origin Bitcoin
 52,163 $4,902,767 3.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)