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Home > Institutional Investor > Norwood Financial Corp > Profile

Instuitional Investor - Norwood Financial Corp

Fund Profile
Filing Period:
Fund Name: Norwood Financial Corp
Portfolio Value $69,257,708
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Norwood Financial Corp
 NWFL 424,801 $11,554,581 16.68%
2.
Vanguard Large Cap Growth Etf - ETF/EQUITIES
 9,600 $3,304,315 4.77%
3.
Microsoft Corp
 MSFT 5,649 $2,376,579 3.43%
4.
Ishares Trust
 IEF 15,953 $2,085,511 3.01%
5.
Applied Materials Inc
 AMAT 9,295 $1,916,897 2.77%
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)