Strong Tower Advisory Services Portfolio Holdings by Sector

Strong Tower Advisory Services

$423 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs HYG LQD RSP MLPA SPLG QQQM IWR SMMD 9 stocks	$62,615 14.81% of portfolio	7	2	1	-	0 Calls 0 Puts
Software—Application \| Technology MSTR 1 stocks	$39,201 9.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services FSK CION 2 stocks	$25,578 6.05% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$18,754 4.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA 2 stocks	$18,155 4.29% of portfolio	1	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V COF MA 3 stocks	$18,078 4.27% of portfolio	2	1	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate FBRT 1 stocks	$17,464 4.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH ITW ROP CMI ETN ROK 6 stocks	$15,288 3.62% of portfolio	6	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$14,810 3.5% of portfolio	1	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV MRK 3 stocks	$13,548 3.2% of portfolio	3	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX LHX TDG 4 stocks	$13,511 3.19% of portfolio	3	1	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$11,096 2.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$10,414 2.46% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8,946 2.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$8,699 2.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$8,405 1.99% of portfolio	1	2	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX HBM 2 stocks	$8,375 1.98% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$7,536 1.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$7,409 1.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$6,828 1.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$6,754 1.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL SHW 2 stocks	$6,229 1.47% of portfolio	2	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$5,373 1.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB HIMS 3 stocks	$5,325 1.26% of portfolio	3	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET KMI 2 stocks	$5,164 1.22% of portfolio	2	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$3,637 0.86% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate WY HASI EQIX 3 stocks	$3,636 0.86% of portfolio	2	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CNI WAB 2 stocks	$3,539 0.84% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare STE BSX 2 stocks	$3,312 0.78% of portfolio	2	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$3,309 0.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$3,115 0.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials BHP 1 stocks	$3,079 0.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$2,954 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services FDS 1 stocks	$2,911 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$2,865 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities XEL 1 stocks	$2,541 0.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$2,537 0.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$2,536 0.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$2,535 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$2,434 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$2,393 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$2,332 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$2,324 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENVX POWL PLUG 3 stocks	$2,087 0.49% of portfolio	2	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology INOD 1 stocks	$894 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials MTW 1 stocks	$732 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$700 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$700 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ 1 stocks	$671 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials POOL 1 stocks	$646 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX LULU 2 stocks	$621 0.15% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$285 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

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Strong Tower Advisory Services Portfolio Holdings by Sector

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