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Home > Institutional Investor > Spotlight Asset Group, Inc. > Profile

Instuitional Investor - Spotlight Asset Group, Inc.

Fund Profile
Filing Period:
Fund Name: Spotlight Asset Group, Inc.
Portfolio Value $143,175,920
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 66,268 $13,957,366 9.75%
2.
Aptus Collared Investment Opportunity Etf - ETF
 311,848 $11,734,840 8.2%
3.
Ishares Trust
 IEF 20,120 $11,010,268 7.69%
4.
Meta Platforms Inc.
 META 18,245 $9,199,494 6.43%
5.
Aptus Defined Risk Etf - ETF
 236,668 $6,397,136 4.47%
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)