Exeter Financial, LLC - Portfolio overview
Exeter Financial, LLC has 101 reported holdings in this dataset, with the latest filing dated 2026-04-23.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- ICSH - ISHARES TR, 5.17%
- FFA - FIRST TR ENHANCED EQUITY, 4.76%
- BSV - VANGUARD BD INDEX FDS, 4.36%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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