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 VTEB VB EFV ACWX FNDX 37 stocks	$92.5 Million 92.43% of portfolio	22	6	10	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$1.36 Million 1.36% of portfolio	-	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.25 Million 1.25% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1.03 Million 1.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$806,751 0.81% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$712,140 0.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$521,761 0.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$485,314 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$437,697 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$275,202 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$264,722 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$214,524 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$202,698 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive ABEV 1 stocks	$18,938 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts

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