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Home > Institutional Investor > Strategic Wealth Designers > Profile

Instuitional Investor - Strategic Wealth Designers

Fund Profile
Filing Period:
Fund Name: Strategic Wealth Designers
Portfolio Value $69,070,055
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 131,210 $12,035,920 17.43%
2.
Microsoft Corp
 MSFT 5,384 $2,677,955 3.88%
3.
Amazon Com Inc
 AMZN 11,715 $2,570,154 3.72%
4.
Spdr Series Trust
 92,773 $2,465,913 3.57%
5.
Meta Platforms Inc.
 META 3,116 $2,300,169 3.33%
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)