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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 $5,201,869,662
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 836,211 $241,966,004 4.65%
2.
Ishares Trust
 HYG 1,046,876 $229,715,949 4.42%
3.
Ishares Trust
 IEF 291,175 $218,057,928 4.19%
4.
Schwab Strategic Trust
 SCHD 4,726,608 $130,927,049 2.52%
5.
Alphabet Inc.
 GOOGL 362,685 $129,612,568 2.49%
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.