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Home > Institutional Investor > Wealth Alliance > 13F Holdings

Instuitional Investor - Wealth Alliance

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 344,294 $87,667,457 9.02%
2.
Ishares Trust
 IEF 55,492 $37,140,626 3.82%
3.
Blackrock Etf Trust
 473,642 $28,039,624 2.88%
4.
Ishares Trust
 IEF 130,524 $26,954,595 2.77%
5.
Ishares Trust
 IEF 215,956 $26,070,199 2.68%
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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