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

Instuitional Investor - Redstone Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Redstone Wealth Management, Llc
Portfolio Value $126,563,738
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 27,187 $20,493,094 16.19%
2.
Ishares Trust
 IEF 54,372 $16,374,385 12.94%
3.
Invesco Exch Traded Fd Tr Ii
 90,468 $11,516,292 9.1%
4.
Sector Spdr Trust
 XLB 89,575 $10,696,214 8.45%
5.
Fidelity Covington Trust
 122,722 $8,993,111 7.11%
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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