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Home > Institutional Investor > Cassia Capital Partners, Llc > Profile

Instuitional Investor - Cassia Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Cassia Capital Partners, Llc
Portfolio Value $156,849,191
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 422,531 $21,261,742 13.55%
2.
Ishares Tr
 225,505 $20,022,548 12.76%
3.
J P Morgan Exchange Traded F
 190,814 $10,977,518 6.99%
4.
Ishares Trust
 IEF 17,818 $10,489,025 6.68%
5.
Spdr Gold Trust
 GLD 39,163 $9,482,432 6.04%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)