All Gen Financial Advisors, Inc. Portfolio Holdings by Sector

All Gen Financial Advisors, Inc.

$407 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BND VEU IAU QQQM MGV JMBS FLQH JMUB 22 stocks	$303 Million 74.43% of portfolio	15	6	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$87.5 Million 21.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT HOOD 2 stocks	$3.72 Million 0.91% of portfolio	1	1	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.68 Million 0.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.3 Million 0.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$1.25 Million 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$939,793 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$932,342 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials LMB 1 stocks	$928,953 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$812,556 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$504,312 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$442,038 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CSL 1 stocks	$421,836 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$299,730 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$264,796 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$236,867 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$229,296 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$227,381 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$217,971 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts

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