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Home > Institutional Investor > Ascent Group, Llc > Profile

Instuitional Investor - Ascent Group, Llc

Fund Profile
Filing Period:
Fund Name: Ascent Group, Llc
Portfolio Value $1,054,313,389
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 192,584 $36,042,148 3.41%
2.
Microsoft Corp
 MSFT 85,020 $35,305,213 3.34%
3.
Spdr Series Trust
 595,587 $35,091,986 3.32%
4.
Alphabet Inc.
 GOOG 122,851 $18,124,208 1.71%
5.
Ishares Trust
 IEF 183,051 $17,874,930 1.69%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)