Instuitional Investor - Serenus Wealth Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Serenus Wealth Advisors, Llc |
Portfolio Value | $590,587,452 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Wisdomtree Floating Rate Treasury Fund - ETF | 4,974,575 | $250,270,855 | 42.38% | |
2. | SPY | 145,795 | $90,076,905 | 15.25% | |
3. | Invesco Qqq Trust Series I - ETF | 104,208 | $52,746,768 | 8.93% | |
4. | IEF | 76,754 | $47,654,566 | 8.07% | |
5. | Wisdomtree Us Quality Dividend Growth Fund - ETF | 384,919 | $32,233,114 | 5.46% |