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Home > Institutional Investor > Exeter Financial, Llc > Profile

Instuitional Investor - Exeter Financial, Llc

Fund Profile
Filing Period:
Fund Name: Exeter Financial, Llc
Portfolio Value $222,904,895
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Trust Enhanced Equity Income Fund
 FFA 532,214 $10,282,370 4.61%
2.
Vanguard Bond Index Funds
 BND 129,192 $10,113,150 4.54%
3.
Apple Inc.
 AAPL 41,956 $9,319,616 4.18%
4.
Ishares Tr - ULTRA SHORT-TERM
 176,357 $8,941,319 4.01%
5.
Microsoft Corp
 MSFT 19,847 $7,450,229 3.34%
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)