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Home > Institutional Investor > Artesa Financial Group, Llc > Profile

Instuitional Investor - Artesa Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Artesa Financial Group, Llc
Portfolio Value $97,176,560
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nuveen Amt-Free Municipal Credit Income Fund
 NVG 1,136,101 $14,383,035 14.8%
2.
Ishares Tr
 164,491 $8,698,259 8.95%
3.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 95,831 $7,192,094 7.4%
4.
Exxon Mobil Corp
 XOM 52,298 $6,293,517 6.48%
5.
Invesco Exchange Traded Fd T
 40,136 $6,286,508 6.47%
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)

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