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Home > Institutional Investor > Strategent Financial, Llc > 13F Holdings

Instuitional Investor - Strategent Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 38,414 $20,697,993 20.55%
2.
J P Morgan Exchange Traded F
 313,288 $17,942,004 17.82%
3.
J P Morgan Exchange Traded F
 326,131 $16,427,219 16.31%
4.
Invesco Qqq Tr
 27,690 $14,155,959 14.06%
5.
Spdr Series Trust
 39,116 $5,167,224 5.13%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)