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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 $134,883,638
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etf Opportunities Trust
 1,133,762 $31,999,762 23.72%
2.
Spdr Ser Tr
 112,950 $11,237,396 8.33%
3.
Ishares Trust
 IEF 59,044 $5,840,629 4.33%
4.
C. H. Robinson Worldwide Inc.
 CHRW 53,795 $5,508,608 4.08%
5.
Spdr Ser Tr
 58,221 $5,340,572 3.96%
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)