Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Heron Financial Group, Llc > Profile

Instuitional Investor - Heron Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Heron Financial Group, Llc
Portfolio Value $185,559,839
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 36,268 $10,262,393 5.53%
2.
Vanguard Index Fds
 24,355 $9,919,304 5.34%
3.
Ishares Tr
 127,460 $8,603,550 4.63%
4.
Ishares Trust
 IEF 113,546 $8,292,264 4.46%
5.
Ishares Trust
 IEF 84,868 $8,200,795 4.41%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)