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Home > Institutional Investor > Succession Financial, Inc. > Profile

Instuitional Investor - Succession Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Succession Financial, Inc.
Portfolio Value $105,180,549
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Direxion Shares E T F Trust
 TZA 14,535.6 $39,343,567 37.41%
2.
Texas Instruments Inc
 TXN 49,531 $14,763,582 14.04%
3.
Vanguard Scottsdale Funds
 VCIT 135,694 $10,421,298 9.91%
4.
Spdr Gold Trust
 GLD 14,534 $5,353,958 5.09%
5.
Rbb Fd Inc
 96,714 $4,822,156 4.58%
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.