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Home > Institutional Investor > Rpg Family Wealth Advisory, Llc > Profile

Instuitional Investor - Rpg Family Wealth Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Rpg Family Wealth Advisory, Llc
Portfolio Value $351,218,580
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange-Traded Fd Tr Ultra-Short Income Etf
 323,790 $16,393,504 4.67%
2.
Amazon Com Inc
 AMZN 63,366 $12,056,060 3.43%
3.
Apple Inc.
 AAPL 48,897 $10,861,563 3.09%
4.
General Electric Co
 GE 48,360 $9,696,729 2.76%
5.
Howmet Aerospace Inc.
 HWM 71,240 $9,241,965 2.63%
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)