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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 $121,672,187
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 535,768 $12,333,379 10.13%
2.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 175,854 $8,025,098 6.59%
3.
Nvidia Corp
 NVDA 54,763 $7,442,840 6.11%
4.
Microsoft Corp
 MSFT 15,117 $6,333,184 5.2%
5.
Vaneck Etf Trust - OIL SERVICES ETF
 21,242 $5,925,456 4.87%
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)