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Home > Institutional Investor > Opulen Financial Group Llc > Profile

Instuitional Investor - Opulen Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Opulen Financial Group Llc
Portfolio Value $110,104,358
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 504,648 $14,109,961 12.82%
2.
Spdr S & P 500 Etf Trust
 SPY 22,690 $12,692,343 11.53%
3.
Ishares Tr - MSCI INTL QUALTY
 185,505 $7,362,687 6.69%
4.
Amazon Com Inc
 AMZN 24,604 $4,681,182 4.25%
5.
Ishares Trust
 IEF 6,835 $3,840,603 3.49%
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)