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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 $104,905,286
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nuveen Amt-Free Municipal Credit Income Fund
 NVG 1,114,100 $13,736,859 13.09%
2.
Ishares Tr
 174,619 $9,177,971 8.75%
3.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 104,727 $7,874,445 7.51%
4.
Exxon Mobil Corp
 XOM 44,747 $7,591,792 7.24%
5.
Invesco Exchange Traded Fd T
 41,377 $6,856,201 6.54%
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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