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Home > Institutional Investor > Sns Financial Group, Llc > Profile

Instuitional Investor - Sns Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Sns Financial Group, Llc
Portfolio Value $1,161,150,850
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 758,836 $150,720,026 12.98%
2.
Schwab Strategic Trust
 FNDF 3,625,618 $87,159,868 7.51%
3.
Ishares Trust
 IEF 210,826 $72,307,118 6.23%
4.
Ishares Tr
 597,724 $71,338,363 6.14%
5.
Wisdomtree Tr
 703,781 $62,939,136 5.42%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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