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Home > Institutional Investor > Seros Financial, Llc > Profile

Instuitional Investor - Seros Financial, Llc

Fund Profile
Filing Period:
Fund Name: Seros Financial, Llc
Portfolio Value $111,068,178
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 28,489 $13,649,306 12.28%
2.
Ishares Tr - RUS TP200 GR ETF
 46,047 $9,877,934 8.89%
3.
Ishares Trust
 IEF 48,872 $8,895,192 8%
4.
Berkshire Hathaway Inc
 BRK.A 20,037 $8,151,052 7.33%
5.
Invesco Exch Traded Fd Tr Ii - S&P MDCP 400 REV
 70,738 $7,765,830 6.99%
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)