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Home > Institutional Investor > Financial Strategies Group, Inc. > 13F Holdings

Instuitional Investor - Financial Strategies Group, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 887,061 $52,762,392 15.08%
2.
Ishares Tr
 1,005,333 $37,177,204 10.63%
3.
Ishares Tr
 898,093 $21,491,377 6.14%
4.
Spdr Index Shs Fds
 572,024 $19,734,812 5.64%
5.
Spdr Series Trust
 395,856 $19,032,755 5.44%
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)