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Home > Institutional Investor > Tull Financial Group, Inc. > Profile

Instuitional Investor - Tull Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Tull Financial Group, Inc.
Portfolio Value $233,490,030
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 671,395 $53,859,302 23.07%
2.
J P Morgan Exchange Traded F
 590,957 $37,336,661 15.99%
3.
Vanguard Malvern Fds - CORE BD ETF
 475,904 $37,070,531 15.88%
4.
Ishares Trust
 VLUE 332,917 $29,782,780 12.76%
5.
Spdr S & P 500 Etf Trust
 SPY 39,214 $26,740,941 11.45%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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