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Home > Institutional Investor > Register Financial Advisors Llc > Profile

Instuitional Investor - Register Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Register Financial Advisors Llc
Portfolio Value $229,015,553
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 21,259 $9,319,848 4.07%
2.
Apple Inc.
 AAPL 40,023 $8,211,599 3.59%
3.
Vanguard Index Fds - VALUE ETF
 44,799 $7,917,764 3.46%
4.
Microsoft Corp
 MSFT 13,658 $6,793,576 2.97%
5.
Vanguard Star Fds
 95,097 $6,570,235 2.87%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)