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Home > Institutional Investor > Prospect Financial Services Llc > Profile

Instuitional Investor - Prospect Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Prospect Financial Services Llc
Portfolio Value $197,430,919
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sl Green Realty Corp
 SLG 243,802 $12,621,614 6.39%
2.
Alphabet Inc.
 GOOGL 32,765 $11,577,023 5.86%
3.
Vanguard Scottsdale Funds
 VCIT 150,149 $11,298,714 5.72%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 14,692 $10,090,663 5.11%
5.
Invesco Qqq Tr
 12,594 $9,274,117 4.7%
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.