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Home > Institutional Investor > Massey, Quick & Co., Llc > Profile

Instuitional Investor - Massey, Quick & Co., Llc

Fund Profile
Filing Period:
Fund Name: Massey, Quick & Co., Llc
Portfolio Value $1,757,338,128
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 266,917 $149,310,843 8.5%
2.
Vanguard Index Fds - GROWTH ETF
 284,943 $105,662,510 6.01%
3.
Vanguard Index Fds - VALUE ETF
 570,689 $98,580,782 5.61%
4.
Spdr Series Trust
 1,796,140 $91,728,893 5.22%
5.
Ishares Trust
 IEF 248,816 $89,844,931 5.11%
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)