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Home > Institutional Investor > Sns Financial Group, Llc > Profile

Instuitional Investor - Sns Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Sns Financial Group, Llc
Portfolio Value $981,022,896
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - MSCI USA QLT FCT
 755,102 $129,039,337 13.15%
2.
Schwab Strategic Trust
 FNDF 3,640,647 $72,012,003 7.34%
3.
Ishares Tr
 559,914 $66,145,448 6.74%
4.
Wisdomtree Tr
 687,006 $54,864,271 5.59%
5.
Ishares Trust
 IEF 194,797 $52,756,962 5.38%
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)