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Waller Financial Planning Group, Inc - Larry Waller
Waller Financial Planning Group, Inc a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
18 Followers
Larry Waller Waller Financial Planning Group, Inc
Hedge Fund Manager
Ranked #199 out of 487 Hedge Fund Managers
Portfolio Gain
+61.48%
Since Jan 2016
Sharpe Ratio
1.51
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$372.19M
Larry Waller manages more assets than 18% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+11.08%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
95.64% General
1.41% Technology
0.58% Industrial Goods
0.43% Basic Materials
0.41% Financial
0.36% Consumer Cyclical
0.27% Consumer Defensive
0.20% Communication Services
0.14% Healthcare
0.08% Energy
A breakdown of Waller Financial Planning Group, Inc's portfolio by sector
Waller Financial Planning Group, Inc Portfolio Activity
JPMorgan Equity Premium Income ETF
Added
General
$56.46
($55.30-$57.62)
+0.75%
+18.71%
279.09K
0.07%
Vanguard Dividend Appreciation ETF
Added
General
$179.74
($173.17-$186.30)
+2.65%
+1.55%
5.19M
1.39%
Vanguard Intermediate-Term Bond ETF
Reduced
General
$74.23
($72.95-$75.51)
+1.32%
-1.24%
2.95M
0.79%
Vanguard Mid-Cap Growth ETF
Not Changed
General
$227.00
($217.79-$236.21)
+0.96%
0.00%
1.09M
0.29%
Vanguard FTSE Emerging Markets ETF
Reduced
General
$42.84
($40.72-$44.97)
+0.39%
-3.64%
4.28M
1.15%
SPDR Portfolio Aggregate Bond ETF
Added
General
$24.90
($24.49-$25.31)
+1.20%
+0.73%
23.05M
6.17%
iShares Investment Grade Bond Factor ETF
Added
General
$44.02
($43.28-$44.76)
+1.42%
+1.14%
21.26M
5.69%
Innovator U.S. Equity Ultra Buffer ETF - January
New
General
$36.20
($35.18-$37.23)
+0.39%
+100.00%
282.32K
0.08%
SPDR Portfolio S&P 500 Value ETF
Added
General
$48.67
($47.22-$50.13)
+2.97%
+1.75%
6.54M
1.76%
SPDR Portfolio Developed World ex-US ETF
Reduced
General
$35.37
($34.07-$36.66)
+1.82%
-1.83%
31.47M
8.46%
See a list of Waller Financial Planning Group, Inc's holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details
Measured Performance
Compare Waller Financial Planning Group, Inc's performance with other Hedge Funds and the S&P 500
Waller Financial Planning Group, Inc activity FAQ
What is Waller Financial Planning Group, Inc’s portfolio gain since Jun 2013?
Waller Financial Planning Group, Inc’s portfolio gain since Jun 2013 was 61.48%.
What is Waller Financial Planning Group, Inc’s Sharpe Ratio?
Waller Financial Planning Group, Inc’s Sharpe Ratio is 1.51.
What is Waller Financial Planning Group, Inc’s portfolio value?
Waller Financial Planning Group, Inc’s portfolio value is $372.19M.
What is Waller Financial Planning Group, Inc’s average return since the fund’s last 13F filing?
Waller Financial Planning Group, Inc’s average return since the fund’s last 13F filing is 2.76%.
What was Waller Financial Planning Group, Inc’s average return in the last 12 months?
Waller Financial Planning Group, Inc’s average return in the last 12 months was 11.21%.
What was Waller Financial Planning Group, Inc’s average return in the last 3 years?
Waller Financial Planning Group, Inc’s average return in the last 3 years was 11.08%.
When was the most recent most recent 13F form submitted by Waller Financial Planning Group, Inc?
Waller Financial Planning Group, Inc's most recent 13F form was submitted on Jun 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Larry Waller Net Worth?
Larry Waller is Managing Waller Financial Planning Group, Inc which has a net worth of $372.19M.
TipRanks & Hedge Funds: TipRanks measures the performance of Larry Waller and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.