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Home > Institutional Investor > Qtr Family Wealth, Llc > 13F Holdings

Instuitional Investor - Qtr Family Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 35,860 $11,942,224 4.43%
2.
Nvidia Corp
 NVDA 51,501 $11,761,698 4.36%
3.
Microsoft Corp
 MSFT 18,080 $9,273,330 3.44%
4.
Amazon Com Inc
 AMZN 29,199 $7,274,897 2.7%
5.
Alphabet Inc.
 GOOGL 20,597 $7,018,189 2.6%
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.