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Home > Institutional Investor > Opulen Financial Group Llc > Profile

Instuitional Investor - Opulen Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Opulen Financial Group Llc
Portfolio Value $110,026,727
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 22,934 $13,441,408 12.21%
2.
Schwab Strategic Trust
 FNDF 490,503 $13,400,554 12.17%
3.
Ishares Tr
 180,162 $6,687,607 6.07%
4.
Amazon Com Inc
 AMZN 25,573 $5,610,489 5.09%
5.
Ishares Trust
 IEF 6,656 $3,918,491 3.56%
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)