Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $186,463,675
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 HYG 118,732 $11,467,120 6.15%
2.
American Centy Etf Tr
 79,100 $9,868,570 5.29%
3.
Ishares Trust
 IEF 34,728 $8,419,179 4.52%
4.
Apple Inc.
 AAPL 28,220 $8,165,848 4.38%
5.
Ishares Trust
 IEF 58,788 $7,299,756 3.91%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.