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Home > Institutional Investor > Floyd Financial Group Llc > Profile

Instuitional Investor - Floyd Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Floyd Financial Group Llc
Portfolio Value $1,336,020
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 182,212 $8,571,252 7.75%
2.
Schwab Strategic Trust
 FNDF 387,949 $8,565,914 7.75%
3.
Nvidia Corp
 NVDA 57,185 $6,197,711 5.6%
4.
Microsoft Corp
 MSFT 15,501 $5,819,065 5.26%
5.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 33,465 $5,797,142 5.24%
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)