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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 $1,130,929,610
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 260,817 $123,968,747 10.96%
2.
Spdr Series Trust
 1,917,806 $89,427,291 7.9%
3.
Ishares Trust
 IEF 233,537 $70,801,555 6.26%
4.
Vanguard Index Fds
 216,921 $67,436,270 5.96%
5.
Ishares Trust
 IEF 555,582 $58,463,932 5.16%
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)