Presper Financial Architects, LLC Portfolio Holdings by Sector
Presper Financial Architects, LLC
- $134 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QUS IJH XLK IJR EFA IWF CGGO VOO 15 stocks |
$111,723
86.33% of portfolio
|
15
|
- |
15
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ETG HYT PTY GOF HTD PHK NZF 7 stocks |
$4,777
3.69% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,574
1.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$1,494
1.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$1,144
0.88% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,125
0.87% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$974
0.75% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$811
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
FE ED SO 3 stocks |
$780
0.6% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$586
0.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$573
0.44% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$533
0.41% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$490
0.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$319
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$278
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$263
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$262
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$258
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$248
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUM 1 stocks |
$200
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|