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Home > Institutional Investor > Elm3 Financial Group, Llc > Profile

Instuitional Investor - Elm3 Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Elm3 Financial Group, Llc
Portfolio Value $120,265,041
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 38,566 $8,461,064 7.04%
2.
Nvidia Corp
 NVDA 49,031 $7,746,481 6.44%
3.
Invesco Actively Managed Exc
 255,303 $6,525,557 5.43%
4.
Microsoft Corp
 MSFT 11,233 $5,587,353 4.65%
5.
Broadcom Inc.
 AVGO 18,243 $5,028,680 4.18%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)