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Home > Institutional Investor > Williams & Novak, Llc > Profile

Instuitional Investor - Williams & Novak, Llc

Fund Profile
Filing Period:
Fund Name: Williams & Novak, Llc
Portfolio Value $102,186,084
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 252,377 $11,541,220 11.29%
2.
Pimco Equity Ser
 143,844 $7,193,657 7.04%
3.
Fidelity Covington Trust
 148,549 $4,654,026 4.55%
4.
Sypris Solutions Inc
 SYPR 2,266,206 $3,739,240 3.66%
5.
Spdr S & P 500 Etf Trust
 SPY 4,776 $2,678,925 2.62%
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)