Exeter Financial, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $206 Million distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Trust Enhanced Equity Income Fund with a value of $10.6M, Vanguard Bd Index Fd Inc Short with a value of $9.63M, Apple Inc. with a value of $9.32M, Blackrock Ultra Short Term Bon with a value of $9.11M, and Microsoft Corp with a value of $8.82M.
Examining the 13F form we can see an decrease of $11.7M in the current position value, from $218M to 206M.
Below you can find more details about Exeter Financial, LLC portfolio as well as his latest detailed transactions.