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Home > Institutional Investor > Quadcap Wealth Management, Llc > Profile

Instuitional Investor - Quadcap Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Quadcap Wealth Management, Llc
Portfolio Value $386,670,737
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 78,372 $15,088,980 3.9%
2.
J P Morgan Exchange Traded F
 278,665 $13,336,907 3.44%
3.
Microsoft Corp
 MSFT 27,957 $10,512,861 2.71%
4.
Entergy Corp
 ETR 96,178 $9,732,223 2.51%
5.
Dimensional Etf Trust
 172,516 $8,941,509 2.31%
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)