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

Instuitional Investor - Sculati Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Sculati Wealth Management, Llc
Portfolio Value $266,181,130
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 49,305 $23,950,890 9%
2.
Apple Inc.
 AAPL 55,313 $11,348,584 4.26%
3.
Ishares Tr - RUS TP200 GR ETF
 41,292 $10,178,891 3.82%
4.
Microsoft Corp
 MSFT 18,760 $9,331,412 3.51%
5.
Amazon Com Inc
 AMZN 36,648 $8,040,205 3.02%
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)