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Home > Institutional Investor > Scheeler Financial Llc > Profile

Instuitional Investor - Scheeler Financial Llc

Fund Profile
Filing Period:
Fund Name: Scheeler Financial Llc
Portfolio Value $132,110,499
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust - ST STR BLO 1 ETF
 577,680 $52,938,577 40.07%
2.
Alphabet Inc.
 GOOGL 20,261 $6,903,733 5.23%
3.
Fidelity Covington Trust
 FENY 187,183 $6,345,506 4.8%
4.
Apple Inc.
 AAPL 14,892 $4,959,334 3.75%
5.
Nvidia Corp
 NVDA 20,400 $4,658,952 3.53%
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.