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Waller Financial Planning Group, Inc - Larry Waller
Waller Financial Planning Group, Inc Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2024
46 Followers
Larry Waller Waller Financial Planning Group, Inc
Hedge Fund Manager
Ranked #206 out of 488 Hedge Fund Managers
Portfolio Gain
+6.99%
Since Jan 2016
Sharpe Ratio
1.69
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$396.79M
Larry Waller manages more assets than 18% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+10.72%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
94.90% General
1.73% Technology
0.67% Consumer Defensive
0.57% Industrials
0.43% Consumer Cyclical
0.43% Basic Materials
0.38% Financial
0.23% Communication Services
0.09% Energy
0.07% Healthcare
A breakdown of Waller Financial Planning Group, Inc's portfolio by sector
Waller Financial Planning Group, Inc Portfolio Activity
iShares Core S&P 500 ETF
Added
General
$590.03
($567.97-$612.09)
+51.56%
47.57M
11.99%
Invesco Russell 1000 Dynamic Multifactor ETF
Added
General
$54.51
($52.31-$56.70)
+2.93%
29.97M
7.55%
Netflix
Not Changed
Communication Services
$809.82
($677.88-$941.75)
0.00%
548.16K
0.14%
Real Estate Select Sector SPDR Fund
Added
General
$42.70
($39.92-$45.48)
+1.12%
19.17M
4.83%
Walmart
Not Changed
Consumer Defensive
$87.58
($78.98-$96.18)
0.00%
253.34K
0.06%
iShares MSCI EAFE Value ETF
Reduced
General
$54.44
($51.34-$57.54)
-1.80%
5.08M
1.28%
Marsh & Mclennan Companies
Added
Financial
$222.42
($209.34-$235.50)
+0.34%
680.14K
0.17%
Vanguard Small-Cap ETF
Added
General
$247.85
($232.35-$263.35)
+5.87%
8.76M
2.21%
FedEx
New
Industrials
$283.31
($258.10-$308.53)
+100.00%
232.94K
0.06%
Vanguard FTSE Developed Markets ETF
Added
General
$49.96
($47.09-$52.84)
+1.31%
8.26M
2.08%
See a list of Waller Financial Planning Group, Inc's holdings, as reported to the SEC on Dec 31, 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 66.37%.
What is Waller Financial Planning Group, Inc’s Sharpe Ratio?
Waller Financial Planning Group, Inc’s Sharpe Ratio is 1.69.
What is Waller Financial Planning Group, Inc’s portfolio value?
Waller Financial Planning Group, Inc’s portfolio value is $396.79M.
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 0.28%.
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 6.99%.
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 10.72%.
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 Dec 31, 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 $396.79M.
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.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.
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.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.