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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 $133,802,791
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM
 134,896 $12,481,927 9.33%
2.
Invesco Qqq Tr
 25,985 $12,184,886 9.11%
3.
Berkshire Hathaway Inc
 BRK.A 18,785 $10,004,515 7.48%
4.
Ishares Trust
 IEF 46,769 $8,913,236 6.66%
5.
Global X Fds
 200,629 $8,757,456 6.55%
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)