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Home > Institutional Investor > Exeter Financial, Llc > Profile

Instuitional Investor - Exeter Financial, Llc

Fund Profile
Filing Period:
Fund Name: Exeter Financial, Llc
Portfolio Value $224,658,578
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Trust Enhanced Equity Income Fund
 FFA 557,569 $11,419,009 5.08%
2.
Microsoft Corp
 MSFT 19,359 $9,629,492 4.29%
3.
Vanguard Bond Index Funds
 BND 116,905 $9,200,424 4.1%
4.
Ishares Tr - ULTRA SHORT DUR
 181,336 $9,195,555 4.09%
5.
Apple Inc.
 AAPL 40,854 $8,382,042 3.73%
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)