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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 $271,985,863
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 28,280 $14,066,997 5.17%
2.
Apple Inc.
 AAPL 38,750 $7,950,408 2.92%
3.
Vanguard World Fund
 11,270 $7,475,166 2.75%
4.
Procept Biorobotics Corp
 PRCT 118,436 $6,821,914 2.51%
5.
Ishares Trust
 IEF 42,000 $6,316,800 2.32%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)