A4 Wealth Advisors LLC Portfolio Holdings by Sector

A4 Wealth Advisors LLC

$119 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DYNF SPLG TLH QUAL IVW VOO IVE OEF 43 stocks	$53.8 Million 54.07% of portfolio	43	-	43	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TXN 3 stocks	$3.78 Million 3.81% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW ORCL SNPS 4 stocks	$3.53 Million 3.55% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$3.08 Million 3.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC 3 stocks	$2.61 Million 2.62% of portfolio	3	-	3	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT ABT BSX ZBH DXCM PODD 6 stocks	$2.27 Million 2.29% of portfolio	6	-	6	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$1.8 Million 1.81% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.74 Million 1.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.6 Million 1.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$1.51 Million 1.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX PZZA 3 stocks	$1.39 Million 1.4% of portfolio	3	-	3	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ ABBV AMGN 3 stocks	$1.32 Million 1.33% of portfolio	3	-	3	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT TGT COST 3 stocks	$1.18 Million 1.18% of portfolio	3	-	3	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE DUK AEP 3 stocks	$1.16 Million 1.17% of portfolio	3	-	3	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX LHX NOC 3 stocks	$1.1 Million 1.11% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$1.1 Million 1.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services V PYPL 2 stocks	$1.08 Million 1.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN ROK 2 stocks	$888,885 0.89% of portfolio	2	-	2	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE CME MCO 3 stocks	$845,495 0.85% of portfolio	3	-	3	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$838,222 0.84% of portfolio	2	-	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$718,934 0.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$689,728 0.69% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$609,824 0.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive SJM GIS 2 stocks	$575,332 0.58% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$556,071 0.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology NOW UBER 2 stocks	$542,701 0.55% of portfolio	2	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$542,505 0.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$524,108 0.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$487,115 0.49% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$467,528 0.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$381,024 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$379,194 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$362,674 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$355,285 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate EXR 1 stocks	$339,806 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$335,438 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$329,093 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$322,073 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL 1 stocks	$305,018 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$303,711 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$301,823 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU 1 stocks	$300,742 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$291,835 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI 1 stocks	$289,979 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy BKR 1 stocks	$282,479 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials MOS 1 stocks	$269,880 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WCN 1 stocks	$268,095 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$267,967 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services CLM PSEC 2 stocks	$263,794 0.27% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$256,903 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Business Equipment & Supplies \| Industrials AVY 1 stocks	$244,877 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BALL 1 stocks	$243,624 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials LUV 1 stocks	$222,253 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials AEM 1 stocks	$206,486 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts

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A4 Wealth Advisors LLC Portfolio Holdings by Sector

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