FLOYD FINANCIAL GROUP LLC - Portfolio overview

FLOYD FINANCIAL GROUP LLC has 76 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

  1. NVDA - NVIDIA CORPORATION, 6.88%
  2. JCPB - J P MORGAN EXCHANGE TRADED F, 6.63%
  3. JEPI - J P MORGAN EXCHANGE TRADED F, 6.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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