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Home > Institutional Investor > Advisory Solutions Group, Llc > Profile

Instuitional Investor - Advisory Solutions Group, Llc

Fund Profile
Filing Period:
Fund Name: Advisory Solutions Group, Llc
Portfolio Value $471,910,303
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 30,392 $23,177,924 4.91%
2.
Ishares Trust
 IEF 22,673 $17,363,786 3.68%
3.
Sector Spdr Trust
 XLE 61,268 $11,993,287 2.54%
4.
Vanguard Index Fds - REAL ESTATE ETF
 116,850 $10,473,261 2.22%
5.
Apple Inc.
 AAPL 31,306 $10,425,418 2.21%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.