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Home > Institutional Investor > Mayfair Advisory Group, Llc > Profile

Instuitional Investor - Mayfair Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Mayfair Advisory Group, Llc
Portfolio Value $169,805,914
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 454,919 $12,428,396 7.31%
2.
Vanguard Index Fds - GROWTH ETF
 26,263 $10,779,189 6.34%
3.
Vanguard Index Fds - VALUE ETF
 57,441 $9,724,844 5.72%
4.
J P Morgan Exchange Traded F
 167,516 $9,637,189 5.67%
5.
Apple Inc.
 AAPL 30,321 $7,592,910 4.47%
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)