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Home > Institutional Investor > Prospect Financial Services Llc > Profile

Instuitional Investor - Prospect Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Prospect Financial Services Llc
Portfolio Value $174,120,962
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 38,561 $12,100,477 6.95%
2.
Sl Green Realty Corp
 SLG 258,671 $11,865,236 6.81%
3.
Vanguard Scottsdale Funds
 129,864 $9,850,186 5.66%
4.
Boeing Co
 BA 42,777 $9,287,743 5.33%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 11,329 $7,104,584 4.08%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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