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Home > Institutional Investor > Kelsey Financial, Llc > Profile

Instuitional Investor - Kelsey Financial, Llc

Fund Profile
Filing Period:
Fund Name: Kelsey Financial, Llc
Portfolio Value $131,788,512
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 37,403 $27,543,229 20.9%
2.
Ishares Trust
 IEF 50,631 $12,274,404 9.31%
3.
Ishares Trust
 IEF 95,170 $10,380,146 7.88%
4.
Ishares Tr
 180,138 $9,441,055 7.16%
5.
Broadcom Inc.
 AVGO 23,803 $8,991,583 6.82%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.