Presper Financial Architects

Presper Financial Architects as of June 30, 2025

Portfolio Holdings for Presper Financial Architects

Presper Financial Architects holds 46 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Msci Usa Strtgic (QUS) 21.7 $29M 179k 163.09
Ishares Tr Core S&p Mcp Etf (IJH) 15.8 $21M 343k 62.02
Select Sector Spdr Tr Technology (XLK) 12.6 $17M 67k 253.24
Ishares Tr Core S&p Scp Etf (IJR) 8.7 $12M 107k 109.29
Ishares Tr Msci Eafe Etf (EFA) 8.5 $12M 128k 89.39
Ishares Tr Rus 1000 Grw Etf (IWF) 7.6 $10M 24k 424.57
T Rowe Price Etf Cap Appreciation (TCAF) 3.7 $5.0M 140k 35.28
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 3.6 $4.8M 150k 31.97
Apple (AAPL) 1.9 $2.6M 13k 205.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $2.1M 3.6k 568.09
International Business Machines (IBM) 1.1 $1.5M 5.1k 294.73
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.0 $1.4M 14k 101.25
Microsoft Corporation (MSFT) 0.8 $1.1M 2.3k 497.35
Eaton Vance Tax-advntg Glbl Di (ETG) 0.7 $972k 46k 20.95
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.7 $964k 11k 91.70
Huntington Bancshares Incorporated (HBAN) 0.6 $811k 48k 16.75
BlackRock Corporate High Yield Fund VI (HYT) 0.6 $800k 82k 9.75
PIMCO Corporate Opportunity Fund (PTY) 0.6 $770k 55k 13.92
Guggenheim Strategic Opportu Com Sbi (GOF) 0.6 $753k 51k 14.90
At&t (T) 0.5 $738k 26k 28.94
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $729k 1.00 729000.00
John Hancock Tax-Advantage Dvd Incom (HTD) 0.5 $645k 28k 23.39
JPMorgan Chase & Co. (JPM) 0.4 $586k 2.0k 289.96
Procter & Gamble Company (PG) 0.4 $573k 3.6k 159.30
Spdr Series Trust Portfolio S&p500 (SPLG) 0.4 $560k 7.7k 72.66
Pimco High Income Com Shs (PHK) 0.4 $539k 112k 4.80
Exxon Mobil Corporation (XOM) 0.4 $490k 4.5k 107.76
Spdr Series Trust Nuveen Ice High (HYMB) 0.3 $459k 19k 24.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $415k 854.00 485.95
Ishares Tr Core S&p500 Etf (IVV) 0.3 $394k 635.00 620.47
FirstEnergy (FE) 0.3 $370k 9.2k 40.25
Progressive Corporation (PGR) 0.2 $319k 1.2k 267.17
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.2 $298k 25k 11.94
Coca-Cola Company (KO) 0.2 $279k 3.9k 70.65
Johnson & Johnson (JNJ) 0.2 $278k 1.8k 152.75
Walt Disney Company (DIS) 0.2 $263k 2.1k 124.23
Costco Wholesale Corporation (COST) 0.2 $262k 265.00 988.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $260k 472.00 550.85
Visa Com Cl A (V) 0.2 $258k 727.00 354.88
Pepsi (PEP) 0.2 $254k 1.9k 132.22
Meta Platforms Cl A (META) 0.2 $248k 336.00 738.10
Verizon Communications (VZ) 0.2 $236k 5.5k 43.26
Spdr Series Trust Aerospace Def (XAR) 0.2 $224k 1.1k 210.92
Consolidated Edison (ED) 0.2 $210k 2.1k 100.29
Yum! Brands (YUM) 0.1 $200k 1.3k 148.48
Southern Company (SO) 0.1 $200k 2.2k 91.87