All Gen Financial Advisors, Inc. Portfolio Holdings by Sector

All Gen Financial Advisors, Inc.

$372 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BND VEU IAU QQQM MGV JMBS JMUB FLQH 24 stocks	$274 Million 73.59% of portfolio	15	9	10	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$78.9 Million 21.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$3.67 Million 0.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.97 Million 0.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.88 Million 0.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.85 Million 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$1.75 Million 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1.7 Million 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials LMB 1 stocks	$1.63 Million 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$843,639 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CSL 1 stocks	$793,998 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$743,121 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$361,815 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$334,783 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$244,917 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$211,209 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$206,108 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$200,831 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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