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Home > Institutional Investor > Grantvest Financial Group Llc > Profile

Instuitional Investor - Grantvest Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Grantvest Financial Group Llc
Portfolio Value $89,533,840
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 53,546 $5,371,715 5.99%
2.
Neos Etf Trust
 68,553 $3,415,290 3.81%
3.
Apple Inc.
 AAPL 13,459 $3,370,309 3.76%
4.
Ea Series Trust
 154,933 $3,142,037 3.5%
5.
Amazon Com Inc
 AMZN 12,289 $2,696,084 3.01%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)