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Home > Institutional Investor > Mustico Financial Group, Inc. > Profile

Instuitional Investor - Mustico Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Mustico Financial Group, Inc.
Portfolio Value $108,288,928
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 148,403 $27,170,709 25.09%
2.
Ishares Trust
 IEF 127,697 $14,011,179 12.94%
3.
Ishares Trust
 IEF 18,001 $11,406,536 10.53%
4.
Tidal Trust I
 13,350 $8,421,706 7.78%
5.
Vanguard Index Fds - MID CAP ETF
 29,207 $8,303,625 7.67%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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