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Home > Institutional Investor > Ws Portfolio Advisory, Llc > Profile

Instuitional Investor - Ws Portfolio Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Ws Portfolio Advisory, Llc
Portfolio Value $16,928,469
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 12,223 $1,278,884 7.55%
2.
Amazon Com Inc
 AMZN 5,658 $1,027,404 6.07%
3.
Meta Platforms Inc.
 META 1,684 $922,176 5.45%
4.
Microsoft Corp
 MSFT 2,529 $900,936 5.32%
5.
Cheniere Energy Inc.
 LNG 3,817 $833,040 4.92%
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)