Friday Financial Portfolio Holdings by Sector

Friday Financial

$167 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ITOT SCHG VGIT IDEV CWI DFSD SCHV AVDV 51 stocks	$143 Million 90.68% of portfolio	24	7	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.78 Million 2.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services UMBF 1 stocks	$2.42 Million 1.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.14 Million 1.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1.04 Million 0.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$647,415 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$642,959 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$537,932 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$465,829 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$455,359 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$404,738 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology MSTR 1 stocks	$403,177 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$394,420 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$352,222 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$275,590 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$257,433 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$238,455 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$229,712 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CMBM 1 stocks	$18,019 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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