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Home > Institutional Investor > Twelve Points Wealth Management Llc > Profile

Instuitional Investor - Twelve Points Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Twelve Points Wealth Management Llc
Portfolio Value $499,080,176
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust - ST STR BLO 1 ETF
 383,913 $35,181,753 7.05%
2.
Ishares Trust
 IEF 237,840 $32,488,976 6.51%
3.
Market Vectors Etf Trust
 GDX 1,104,702 $28,291,418 5.67%
4.
Ishares Tr
 186,754 $18,800,547 3.77%
5.
Ssga Active Etf Tr - ST STR BL LN ETF
 461,725 $18,602,901 3.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.