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Home > Institutional Investor > Wealthgarden F.s. Llc > Profile

Instuitional Investor - Wealthgarden F.s. Llc

Fund Profile
Filing Period:
Fund Name: Wealthgarden F.s. Llc
Portfolio Value $104,026,893
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - MSCI USA QLT FCT
 34,013 $5,812,431 5.59%
2.
Ishares Trust
 IEF 7,213 $4,052,938 3.9%
3.
Ishares Trust
 IEF 37,522 $3,483,128 3.35%
4.
Nvidia Corp
 NVDA 24,621 $2,668,423 2.57%
5.
Blackrock Etf Trust
 54,610 $2,662,796 2.56%
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)