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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 $128,733,982
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE MSCI EAFE
 106,286 $8,040,566 6.25%
2.
Apple Inc.
 AAPL 27,130 $6,026,364 4.68%
3.
Microsoft Corp
 MSFT 15,924 $5,977,585 4.64%
4.
Ishares Trust
 IEF 30,615 $5,760,554 4.47%
5.
American Centy Etf Tr
 64,095 $5,587,197 4.34%
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)