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Home > Institutional Investor > Floyd Financial Group Llc > Profile

Instuitional Investor - Floyd Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Floyd Financial Group Llc
Portfolio Value $108,238,313
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 57,656 $9,186,909 8.49%
2.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 188,040 $8,775,827 8.11%
3.
J P Morgan Exchange Traded F
 126,656 $7,214,326 6.67%
4.
Schwab Strategic Trust
 FNDF 270,326 $6,695,975 6.19%
5.
Microsoft Corp
 MSFT 13,017 $6,493,318 6%
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)