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Home > Institutional Investor > Vision Financial Markets Llc > Profile

Instuitional Investor - Vision Financial Markets Llc

Fund Profile
Filing Period:
Fund Name: Vision Financial Markets Llc
Portfolio Value $91,887,539
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 13,924 $7,788,947 8.48%
2.
Invesco Qqq Tr
 16,391 $7,686,068 8.36%
3.
Autozone Inc
 AZO 1,933 $7,370,104 8.02%
4.
Apple Inc.
 AAPL 31,713 $7,044,450 7.67%
5.
Rbb Fd Inc
 105,298 $5,265,953 5.73%
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)