Presper Financial Architects, LLC Top Holdings and 13F Report (2025) About Presper Financial Architects, LLCInvestment ActivityPresper Financial Architects, LLC has $134.36 thousand in total holdings as of June 30, 2025.Presper Financial Architects, LLC owns shares of 46 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR MSCI USA StrategicFactors ETF $29,147iShares Core S&P Mid-Cap ETF $21,256Technology Select Sector SPDR Fund $16,877iShares Core S&P Small-Cap ETF $11,735iShares MSCI EAFE ETF $11,451 Sector AllocationMap of 500 Largest Holdings ofPresper Financial Architects, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorQUSSPDR MSCI USA StrategicFactors ETF$29,147178,71921.7%ETFIJHiShares Core S&P Mid-Cap ETF$21,256342,73515.8%ETFXLKTechnology Select Sector SPDR Fund$16,87766,64512.6%ETFIJRiShares Core S&P Small-Cap ETF$11,735107,3798.7%ETFEFAiShares MSCI EAFE ETF$11,451128,1048.5%FinanceIWFiShares Russell 1000 Growth ETF$10,14523,8957.6%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$4,951140,3213.7%ETFCGGOCapital Group Global Growth Equity ETF$4,796150,0263.6%ETFAAPLApple$2,57412,5451.9%Computer and TechnologyVOOVanguard S&P 500 ETF$2,0653,6351.5%ETFIBMInternational Business Machines$1,4945,0691.1%Computer and TechnologyVIOOVanguard S&P Small-Cap 600 ETF$1,39013,7291.0%ETFMSFTMicrosoft$1,1252,2620.8%Computer and TechnologyETGEaton Vance Tax-Advantaged Global Dividend Income Fund$97246,4060.7%Financial ServicesBILSPDR Bloomberg 1-3 Month T-Bill ETF$96410,5120.7%ETFHBANHuntington Bancshares$81148,4060.6%FinanceHYTBlackRock Corporate High Yield Fund$80082,0790.6%Financial ServicesPTYPimco Corporate & Income Opportunity Fund$77055,3250.6%FinanceGOFGuggenheim Strategic Opportunities Fund$75350,5500.6%Financial ServicesTAT&T$73825,4990.5%Computer and TechnologyBRK.ABerkshire Hathaway$72910.5%FinanceHTDJohn Hancock Tax-Advantaged Dividend Income Fund$64527,5740.5%Financial ServicesJPMJPMorgan Chase & Co.$5862,0210.4%FinancePGProcter & Gamble$5733,5970.4%Consumer StaplesSPLGSPDR Portfolio S&P 500 ETF$5607,7070.4%ETFPHKPIMCO High Income Fund$539112,3470.4%FinanceXOMExxon Mobil$4904,5470.4%EnergyHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$45918,5180.3%ETFBRK.BBerkshire Hathaway$4158540.3%FinanceIVViShares Core S&P 500 ETF$3946350.3%ETFFEFirstEnergy$3709,1930.3%UtilitiesPGRProgressive$3191,1940.2%FinanceNZFNuveen Municipal Credit Income Fund$29824,9660.2%Financial ServicesKOCocaCola$2793,9490.2%Consumer StaplesJNJJohnson & Johnson$2781,8200.2%MedicalDISWalt Disney$2632,1170.2%Consumer DiscretionaryCOSTCostco Wholesale$2622650.2%Retail/WholesaleQQQInvesco QQQ$2604720.2%FinanceVVisa$2587270.2%Business ServicesPEPPepsiCo$2541,9210.2%Consumer StaplesMETAMeta Platforms$2483360.2%Computer and TechnologyVZVerizon Communications$2365,4560.2%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$2241,0620.2%ETFEDConsolidated Edison$2102,0940.2%UtilitiesSOSouthern$2002,1770.1%UtilitiesYUMYum! Brands$2001,3470.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
