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Home > Institutional Investor > Wealth Quarterback Llc > Profile

Instuitional Investor - Wealth Quarterback Llc

Fund Profile
Filing Period:
Fund Name: Wealth Quarterback Llc
Portfolio Value $210,951,782
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 50,310 $31,237,501 14.81%
2.
Invesco Qqq Tr
 24,139 $13,315,808 6.31%
3.
Ishares Tr - MSCI USA QLT FCT
 66,536 $12,164,094 5.77%
4.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 19,131 $8,430,136 4%
5.
Apple Inc.
 AAPL 38,158 $7,828,971 3.71%
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)