Strong Tower Advisory Services Portfolio Holdings by Sector

Strong Tower Advisory Services

$469 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs HYG LQD BLV SPLG MLPA QQQM IWR SMMD 10 stocks	$63,226 13.48% of portfolio	8	1	2	-	0 Calls 0 Puts
Software—Application \| Technology MSTR 1 stocks	$54,197 11.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$27,297 5.82% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services FSK CION 2 stocks	$24,807 5.29% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$20,192 4.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF V MA 3 stocks	$20,124 4.29% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA 2 stocks	$19,042 4.06% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH ETN ITW CMI ROP ROK 6 stocks	$17,422 3.71% of portfolio	6	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX LHX TDG 4 stocks	$16,478 3.51% of portfolio	4	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate FBRT 1 stocks	$15,058 3.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV MRK 3 stocks	$13,251 2.83% of portfolio	3	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$10,819 2.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$10,110 2.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$9,877 2.11% of portfolio	2	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX HBM 2 stocks	$9,802 2.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$9,687 2.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8,411 1.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$7,801 1.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$7,190 1.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$6,827 1.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$6,794 1.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL SHW 2 stocks	$6,578 1.4% of portfolio	2	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$6,034 1.29% of portfolio	2	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB HIMS 3 stocks	$5,786 1.23% of portfolio	2	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET KMI 2 stocks	$5,561 1.19% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$5,269 1.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CNI WAB 2 stocks	$3,933 0.84% of portfolio	1	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN BMI 2 stocks	$3,775 0.8% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare STE BSX 2 stocks	$3,575 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$3,532 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate WY HASI EQIX 3 stocks	$3,418 0.73% of portfolio	3	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$3,141 0.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$3,108 0.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials BHP 1 stocks	$3,096 0.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$3,065 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$3,046 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$3,006 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services FDS 1 stocks	$2,954 0.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENVX POWL PLUG 3 stocks	$2,715 0.58% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities XEL 1 stocks	$2,680 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$2,497 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$2,415 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$2,341 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$2,323 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ 1 stocks	$1,245 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology INOD 1 stocks	$1,123 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$1,031 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials MTW 1 stocks	$987 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$663 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials POOL 1 stocks	$599 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX LULU 2 stocks	$580 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$268 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$265 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts

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Strong Tower Advisory Services Portfolio Holdings by Sector

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