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Home > Institutional Investor > Ascent Group, Llc > Profile

Instuitional Investor - Ascent Group, Llc

Fund Profile
Filing Period:
Fund Name: Ascent Group, Llc
Portfolio Value $2,328,093,190
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,792,898 $117,900,991 5.06%
2.
Ishares Trust
 IEF 806,123 $74,832,417 3.21%
3.
Ishares Trust
 IEF 290,047 $55,277,089 2.37%
4.
Blackrock Etf Trust
 1,003,637 $48,937,317 2.1%
5.
Apple Inc.
 AAPL 213,230 $47,364,824 2.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)