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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 $328,116,767
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 58,531 $44,826,001 13.66%
2.
Ishares Trust
 IAU 281,612 $21,993,935 6.7%
3.
Market Vectors Etf Trust
 GDX 29,025 $17,675,962 5.39%
4.
Invesco Qqq Tr
 20,967 $15,510,569 4.73%
5.
Apple Inc.
 AAPL 35,161 $11,709,321 3.57%
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.