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Home > Institutional Investor > Zega Financial, Llc > Profile

Instuitional Investor - Zega Financial, Llc

Fund Profile
Filing Period:
Fund Name: Zega Financial, Llc
Portfolio Value $311,735,948
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustCALL
 SPY 460,700 $69,341,375 22.24%
2.
Apple Inc.
 AAPL 248,656 $47,873,818 15.35%
3.
Ssga Active Etf Tr
 585,225 $24,538,499 7.87%
4.
Tidal Etf Tr
 1,261,702 $22,256,424 7.13%
5.
Spdr Ser Tr
 849,115 $21,346,747 6.84%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)