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Home > Institutional Investor > Wealthtrust Asset Management, Llc > Profile

Instuitional Investor - Wealthtrust Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Wealthtrust Asset Management, Llc
Portfolio Value $133,716,749
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etf Opportunities Trust
 1,159,371 $37,089,911 27.74%
2.
Spdr Series Trust
 68,246 $6,260,221 4.68%
3.
Vanguard World Fund
 8,313 $5,513,847 4.12%
4.
Ishares Trust
 IEF 15,737 $5,343,813 4%
5.
Ishares Trust
 IEF 52,341 $5,192,253 3.88%
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)