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Home > Institutional Investor > Transatlantique Private Wealth Llc > Profile

Instuitional Investor - Transatlantique Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Transatlantique Private Wealth Llc
Portfolio Value $305,666,622
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 27,943 $14,473,188 4.73%
2.
Apple Inc.
 AAPL 37,939 $9,660,411 3.16%
3.
Vanguard World Fund
 12,137 $9,061,848 2.96%
4.
Ishares Trust
 IEF 45,002 $7,404,629 2.42%
5.
Alphabet Inc.
 GOOGL 29,993 $7,291,372 2.39%
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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