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Home > Institutional Investor > Cboe Vest Financial, Llc > Profile

Instuitional Investor - Cboe Vest Financial, Llc

Fund Profile
Filing Period:
Fund Name: Cboe Vest Financial, Llc
Portfolio Value $7,064,694,707
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Chubb Ltd
 CB 353,596 $102,443,833 1.45%
2.
Automatic Data Processing Inc
 ADP 316,005 $97,455,942 1.38%
3.
Microsoft Corp
 MSFT 182,750 $90,901,677 1.29%
4.
Aflac Inc
 AFL 770,028 $81,207,153 1.15%
5.
Exxon Mobil Corp
 XOM 748,269 $80,663,397 1.14%
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)