Presper Financial Architects, LLC Incresed Positions in Q3 2025

Presper Financial Architects, LLC

  • $171 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
16.9K
+ 25.31%
$250.97 - $282.66 $4.23M - $4.77M
83.5K $23.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
36.6K
+ 28.55%
$87.29 - $93.61 $3.19M - $3.42M
165K $15.4M
MSFT
Microsoft Corp

Technology
73
+ 3.23%
$491.09 - $535.64 $35.8K - $39.1K
2.34K $1.21M
JNJ
Johnson & Johnson

Healthcare
90
+ 4.95%
$155.17 - $185.42 $14K - $16.7K
1.91K $354K
XOM
Exxon Mobil Corp

Energy
472
+ 10.38%
$105.83 - $117.22 $50K - $55.3K
5.02K $565K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
95
+ 11.12%
$459.11 - $506.91 $43.6K - $48.2K
949 $477K
V
Visa Inc.

Financial Services
159
+ 21.87%
$332.09 - $358.86 $52.8K - $57.1K
886 $302K
META
Meta Platforms, Inc.

Communication Services
58
+ 17.26%
$695.21 - $791.73 $40.3K - $45.9K
394 $289K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
639
+ 1.15%
$13.77 - $14.45 $8.8K - $9.23K
56K $808K
PHK
Pimco High Income Fund

Financial Services
1.69K
+ 1.5%
$4.78 - $5.02 $8.08K - $8.48K
114K $569K
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 10.19%
$915.95 - $994.57 $24.7K - $26.9K
292 $270K
YUM
Yum Brands Inc

Consumer Cyclical
16
+ 1.19%
$139.5 - $153.94 $2.23K - $2.46K
1.36K $207K
ED
Consolidated Edison Inc

Utilities
4
+ 0.19%
$95.57 - $105.36 $382 - $421
2.1K $210K
KO
Coca Cola CO

Consumer Defensive
137
+ 3.47%
$65.67 - $71.67 $9K - $9.82K
4.09K $270K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
1.11K
+ 1.35%
$9.36 - $9.87 $10.4K - $10.9K
83.2K $790K
PG
Procter & Gamble CO

Consumer Defensive
41
+ 1.14%
$150.47 - $161.22 $6.17K - $6.61K
3.64K $558K
DIS
Walt Disney CO

Communication Services
3
+ 0.14%
$112.25 - $124.0 $337 - $372
2.12K $242K
IBM
International Business Machines Corp

Technology
86
+ 1.7%
$234.77 - $292.47 $20.2K - $25.2K
5.16K $1.45M
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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