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Home > Institutional Investor > Worthington Financial Partners, Llc > Profile

Instuitional Investor - Worthington Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Worthington Financial Partners, Llc
Portfolio Value $118,232,353
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Micron Technology Inc
 MU 8,119 $8,648,131 7.31%
2.
Capital Group Core Equity Et
 109,572 $4,875,944 4.12%
3.
First Tr Exchange-Traded Fd - US EQTY OPPT ETF
 23,859 $4,251,121 3.6%
4.
Microsoft Corp
 MSFT 7,704 $3,951,464 3.34%
5.
Capital Group Growth Etf
 74,544 $3,535,618 2.99%
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.