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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 $1,669,527,662
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 260,978 $152,953,979 9.16%
2.
Vanguard Index Fds
 280,420 $115,095,492 6.89%
3.
Ishares Trust
 IEF 256,674 $103,075,046 6.17%
4.
Spdr Series Trust
 1,899,013 $97,115,524 5.81%
5.
Vanguard Index Fds
 544,991 $92,266,912 5.52%
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)