Instuitional Investor - Sun Financial Inc
Fund Profile
Filing Period:
| Fund Name: | Sun Financial Inc |
| Portfolio Value | $199,644,321 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange Traded Fd - BUYWRIT INCM ETF | 401,866 | $9,652,816 | 4.84% | |
| 2. | SCHD | 227,998 | $7,517,086 | 3.77% | |
| 3. | First Tr Exchng Traded Fd Vi | 205,629 | $7,445,826 | 3.73% | |
| 4. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 118,940 | $6,007,644 | 3.01% | |
| 5. | Tidal Trust Iii | 182,977 | $5,727,180 | 2.87% |