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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 $206,209,869
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 72,858 $13,488,938 6.54%
2.
Vanguard Bond Index Funds
 BND 124,287 $9,552,699 4.63%
3.
Ishares Tr
 188,227 $9,487,582 4.6%
4.
First Trust Enhanced Equity Income Fund
 FFA 529,630 $9,485,678 4.6%
5.
Microsoft Corp
 MSFT 23,279 $8,747,838 4.24%
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)