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Home > Institutional Investor > Widmann Financial Services, Inc. > Profile

Instuitional Investor - Widmann Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Widmann Financial Services, Inc.
Portfolio Value $143,414,397
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE MSCI EAFE
 108,406 $9,049,698 6.31%
2.
Microsoft Corp
 MSFT 16,048 $7,982,250 5.57%
3.
American Centy Etf Tr
 71,090 $6,476,292 4.52%
4.
Ishares Trust
 IEF 31,683 $6,153,700 4.29%
5.
Apple Inc.
 AAPL 28,436 $5,834,212 4.07%
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)