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Home > Institutional Investor > Wisconsin Wealth Advisors, Llc > Profile

Instuitional Investor - Wisconsin Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Wisconsin Wealth Advisors, Llc
Portfolio Value $87,030,974
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 97,807 $4,095,194 4.71%
2.
First Tr Exchange-Traded Fd - SMID RISNG ETF
 115,133 $4,061,884 4.67%
3.
Invesco Qqq Tr
 6,747 $3,722,169 4.28%
4.
Spdr Gold Trust
 GLD 12,050 $3,673,069 4.22%
5.
Broadcom Inc.
 AVGO 12,940 $3,567,039 4.1%
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)