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 > Zinnia Wealth Advisory, Llc > Profile

Instuitional Investor - Zinnia Wealth Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Zinnia Wealth Advisory, Llc
Portfolio Value $92,488,155
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 143,676 $13,129,113 14.2%
2.
Nvidia Corp
 NVDA 30,492 $5,686,773 6.15%
3.
Invesco Qqq Tr
 6,323 $3,884,282 4.2%
4.
Spdr Series Trust
 66,872 $3,872,585 4.19%
5.
Vanguard Intl Equity Index Funds
 VWO 45,206 $3,779,674 4.09%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.