The Analysis of Presper Financial Architects, LLC's Holdings
Currently, Presper Financial Architects, LLC holds 54 types of securities in its portfolio with a total value $176.9M. In the most recent quarter, they have increased their positions in XLK (+84.8K shares, valued at $12.2M), AGG (+14.9K shares, valued at $1.5M), KCE (+3.8K shares, valued at $573.0K); decreased their positions in GOF (-20.5K shares, valued at $264.4K), AAPL (-954 shares, valued at $259.4K), PHK (-41.5K shares, valued at $201.7K); initiated new positions in AGG (+14.9K shares, valued at $1.5M), N/A (+857 shares, valued at $268.2K), TKR (+2.6K shares, valued at $217.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FBND FIDELITY MERRIMACK STR TR578.4K shares0.46%2025-12-312026-02-05
XLK SELECT SECTOR SPDR TR168.3K shares101.52%2025-12-312026-02-05 KCE SPDR SERIES TRUST141.7K shares2.77%2025-12-312026-02-05 IJH ISHARES TR308.4K shares1.77%2025-12-312026-02-05 EFA ISHARES TR167.4K shares1.63%2025-12-312026-02-05 QUS SPDR SERIES TRUST79.5K shares2.43%2025-12-312026-02-05 IJR ISHARES TR106.0K shares1.98%2025-12-312026-02-05 IWF ISHARES TR22.3K shares0.80%2025-12-312026-02-05 FSMD FIDELITY COVINGTON TRUST70.7K shares6.40%2025-12-312026-02-05 AAPL APPLE INC9.8K shares-8.90%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS5.2K shares0.17%2025-12-312026-02-05 VIOO VANGUARD ADMIRAL FDS INC13.7K shares0.01%2025-12-312026-02-05 AGG ISHARES TR14.9K sharesnew addition2025-12-312026-02-05 MSFT MICROSOFT CORP2.2K shares-4.88%2025-12-312026-02-05 ETG EATON VANCE TX ADV GLBL DIV44.9K shares2.46%2025-12-312026-02-05 HTD HANCOCK JOHN TAX-ADVANTAGED42.6K shares57.56%2025-12-312026-02-05 TCAF T ROWE PRICE ETF INC23.3K shares-5.63%2025-12-312026-02-05 HBAN HUNTINGTON BANCSHARES INC48.4K shares0.00%2025-12-312026-02-05 CGGO CAPITAL GROUP GBL GROWTH EQT23.7K shares-5.75%2025-12-312026-02-05 BIL SPDR SERIES TRUST8.8K shares0.72%2025-12-312026-02-05 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-05 SPYM SPDR SERIES TRUST7.7K shares0.51%2025-12-312026-02-05 XOM EXXON MOBIL CORP5.1K shares1.61%2025-12-312026-02-05 HYT BLACKROCK CORPOR HI YLD FD I67.8K shares-18.55%2025-12-312026-02-05 PTY PIMCO CORPORATE & INCOME OPP45.6K shares-18.45%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.1.8K shares0.00%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO3.7K shares2.03%2025-12-312026-02-05 T AT&T INC19.2K shares-19.40%2025-12-312026-02-05 HYMB SPDR SERIES TRUST18.1K shares-1.84%2025-12-312026-02-05 FE FIRSTENERGY CORP9.2K shares0.00%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON1.9K shares0.58%2025-12-312026-02-05 IVV ISHARES TR580 shares-1.36%2025-12-312026-02-05 GOF GUGGENHEIM STRATEGIC OPPORTU27.7K shares-42.52%2025-12-312026-02-05 PHK PIMCO HIGH INCOME FD72.5K shares-36.39%2025-12-312026-02-05 V VISA INC908 shares2.48%2025-12-312026-02-05 META META PLATFORMS INC444 shares12.69%2025-12-312026-02-05 KO COCA COLA CO4.1K shares0.95%2025-12-312026-02-05 NZF NUVEEN MUNICIPAL CREDIT INC22.1K shares-11.38%2025-12-312026-02-05 PEP PEPSICO INC1.9K shares0.00%2025-12-312026-02-05 PGR PROGRESSIVE CORP1.2K shares1.94%2025-12-312026-02-05 ALPHABET INC ALPHABET INC857 sharesnew addition2025-12-312026-02-05 COST COSTCO WHSL CORP NEW298 shares2.05%2025-12-312026-02-05 XAR SPDR SERIES TRUST1.1K shares0.00%2025-12-312026-02-05 DIS DISNEY WALT CO2.1K shares0.00%2025-12-312026-02-05 TKR TIMKEN CO2.6K sharesnew addition2025-12-312026-02-05 ORCL ORACLE CORP1.1K shares-0.89%2025-12-312026-02-05 NVDA NVIDIA CORPORATION1.1K shares-5.45%2025-12-312026-02-05 YUM YUM BRANDS INC1.4K shares2.13%2025-12-312026-02-05 ED CONSOLIDATED EDISON INC2.1K shares0.00%2025-12-312026-02-05 TJX TJX COS INC NEW1.3K sharesnew addition2025-12-312026-02-05 NEE NEXTERA ENERGY INC2.6K sharesnew addition2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available