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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 $180,356,839
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 183,550 $13,933,302 7.73%
2.
Sl Green Realty Corp
 SLG 232,084 $13,391,232 7.42%
3.
Apple Inc.
 AAPL 53,099 $11,794,863 6.54%
4.
Boeing Co
 BA 46,334 $7,902,281 4.38%
5.
Vanguard Scottsdale Funds
 93,933 $7,679,959 4.26%
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)