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Home > Institutional Investor > Wfa Of San Diego, Llc > Profile

Instuitional Investor - Wfa Of San Diego, Llc

Fund Profile
Filing Period:
Fund Name: Wfa Of San Diego, Llc
Portfolio Value $96,671,379
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 61,277 $10,491,150 10.85%
2.
Vanguard Index Fds
 35,670 $7,576,626 7.83%
3.
Lincoln Electric Holdings Inc
 LECO 40,000 $7,271,600 7.52%
4.
Invesco Exch Traded Fd Tr Ii
 54,816 $3,222,627 3.33%
5.
Berkshire Hathaway Inc
 BRK.A 8,279 $2,900,222 3%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)