Stage Harbor Financial, LLC Portfolio Holdings by Sector

Stage Harbor Financial, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs MUB VUG IWF EFV VTEB ACWX VB FNDX 40 stocks	$93.5 Million 93.53% of portfolio	17	12	5	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$1.09 Million 1.09% of portfolio	-	3	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$942,506 0.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$874,000 0.87% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$799,205 0.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$660,793 0.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$564,692 0.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$315,647 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$290,000 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$281,624 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$236,858 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$206,797 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$206,707 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts

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