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Home > Institutional Investor > Quattro Financial Advisors Llc > Profile

Instuitional Investor - Quattro Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Quattro Financial Advisors Llc
Portfolio Value $284,163,118
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P 500 TOP 50
 479,979 $25,006,905 8.8%
2.
Microsoft Corp
 MSFT 46,380 $23,069,876 8.12%
3.
Invesco Qqq Tr
 36,383 $20,070,318 7.06%
4.
Emerson Electric Co
 EMR 114,491 $15,265,085 5.37%
5.
Ishares Bitcoin Trust Etf
 190,835 $11,681,010 4.11%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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