Presper Financial Architects, LLC New Holdings in Q2 2025

Presper Financial Architects, LLC

  • $134 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
179K
New
$140.84 - $163.09 $25.2M - $29.1M
179K $29.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
343K
New
$51.16 - $62.02 $17.5M - $21.3M
343K $21.3M
XLK
Technology Sector Spdr

ETFs
66.6K
New
$179.73 - $253.23 $12M - $16.9M
66.6K $16.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
107K
New
$90.56 - $109.49 $9.72M - $11.8M
107K $11.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
128K
New
$72.96 - $90.39 $9.35M - $11.6M
128K $11.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
23.9K
New
$320.42 - $421.7 $7.66M - $10.1M
23.9K $10.1M
T Rowe Price ETF Inc
140K
New
N/A
140K $4.95M
CGGO
Capital Group Global Growth Eq

ETFs
150K
New
$25.31 - $32.17 $3.8M - $4.83M
150K $4.8M
AAPL
Apple Inc.

Technology
12.5K
New
$172.42 - $223.89 $2.16M - $2.81M
12.5K $2.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.64K
New
$456.74 - $568.03 $1.66M - $2.06M
3.64K $2.07M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
13.7K
New
$83.8 - $101.39 $1.15M - $1.39M
13.7K $1.39M
MSFT
Microsoft Corp

Technology
2.26K
New
$354.56 - $497.45 $802K - $1.13M
2.26K $1.13M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
46.4K
New
$15.84 - $20.94 $735K - $972K
46.4K $972K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.5K
New
$91.43 - $91.74 $961K - $964K
10.5K $964K
HBAN
Huntington Bancshares Inc

Financial Services
48.4K
New
$12.49 - $16.76 $605K - $811K
48.4K $811K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
82.1K
New
$8.45 - $9.78 $694K - $803K
82.1K $800K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
55.3K
New
$12.71 - $14.52 $703K - $803K
55.3K $770K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
50.6K
New
$13.74 - $15.66 $695K - $792K
50.6K $753K
T
At&T Inc.

Communication Services
25.5K
New
$26.33 - $28.94 $671K - $738K
25.5K $738K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$725400.0 - $809350.0 $725K - $809K
1 $729K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
27.6K
New
$20.85 - $24.04 $575K - $663K
27.6K $645K
JPM
Jpmorgan Chase & CO

Financial Services
2.02K
New
$210.28 - $289.91 $425K - $586K
2.02K $586K
PG
Procter & Gamble CO

Consumer Defensive
3.6K
New
$157.66 - $172.39 $567K - $620K
3.6K $573K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.71K
New
$58.41 - $72.69 $450K - $560K
7.71K $560K
PHK
Pimco High Income Fund

Financial Services
112K
New
$4.43 - $4.88 $498K - $548K
112K $539K
XOM
Exxon Mobil Corp

Energy
4.55K
New
$99.93 - $119.04 $454K - $541K
4.55K $490K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
18.5K
New
$24.14 - $25.43 $447K - $471K
18.5K $459K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
854
New
$483.48 - $539.8 $413K - $461K
854 $415K
IVV
Ishares Core S&P 500 ETF

ETFs
635
New
$498.8 - $620.9 $317K - $394K
635 $394K
FE
Firstenergy Corp

Utilities
9.19K
New
$38.31 - $43.17 $352K - $397K
9.19K $370K
PGR
Progressive Corp

Financial Services
1.19K
New
$255.27 - $288.74 $305K - $345K
1.19K $319K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
25K
New
$11.34 - $12.35 $283K - $308K
25K $298K
KO
Coca Cola CO

Consumer Defensive
3.95K
New
$68.37 - $73.9 $270K - $292K
3.95K $279K
JNJ
Johnson & Johnson

Healthcare
1.82K
New
$146.36 - $159.82 $266K - $291K
1.82K $278K
DIS
Walt Disney CO

Communication Services
2.12K
New
$81.72 - $124.01 $173K - $263K
2.12K $263K
COST
Costco Wholesale Corp

Consumer Defensive
265
New
$908.13 - $1056.85 $241K - $280K
265 $262K
QQQ
Invesco Qqq Trust, Series 1

ETFs
472
New
$416.06 - $551.64 $196K - $260K
472 $260K
V
Visa Inc.

Financial Services
727
New
$308.27 - $373.31 $224K - $271K
727 $258K
PEP
Pepsico Inc

Consumer Defensive
1.92K
New
$128.02 - $151.37 $246K - $291K
1.92K $254K
META
Meta Platforms, Inc.

Communication Services
336
New
$484.66 - $738.09 $163K - $248K
336 $248K
VZ
Verizon Communications Inc

Communication Services
5.46K
New
$41.67 - $45.62 $227K - $249K
5.46K $236K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.06K
New
$144.94 - $210.94 $154K - $224K
1.06K $224K
ED
Consolidated Edison Inc

Utilities
2.09K
New
$98.05 - $113.3 $205K - $237K
2.09K $210K
SO
Southern CO

Utilities
2.18K
New
$84.91 - $92.56 $185K - $202K
2.18K $200K
YUM
Yum Brands Inc

Consumer Cyclical
1.35K
New
$138.36 - $161.45 $186K - $217K
1.35K $200K
Activity Summary
Buys All Purchases 46 New Holdings 46 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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