Presper Financial Architects, LLC Portfolio Holdings
Q3 2025•51 long positions•$172.4M portfolio value
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Holding51 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $26.6M 15.44% | +$26.6M New | — 575.7K shares | 0 → 575.7K +$26.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $23.5M 13.66% | +$4.8M Bought | — 83.5K shares | 66.6K → 83.5K +$4.8M | +25.31% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $21.1M 12.22% | +$21.1M New | — 137.8K shares | 0 → 137.8K +$21.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $19.8M 11.47% | -$2.6M Sold | — 303.0K shares | 342.7K → 303.0K −$2.6M | -11.58% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $15.4M 8.92% | +$3.4M Bought | — 164.7K shares | 128.1K → 164.7K +$3.4M | +28.55% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $13.3M 7.71% | -$17.3M Sold | — 77.6K shares | 178.7K → 77.6K −$17.3M | -56.56% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $12.4M 7.17% | -$406.2K Sold | — 104.0K shares | 107.4K → 104.0K −$406.2K | -3.18% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $10.3M 6.0% | -$846.4K Sold | — 22.1K shares | 23.9K → 22.1K −$846.4K | -7.56% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.9M 1.7% | +$2.9M New | — 66.4K shares | 0 → 66.4K +$2.9M | New | — — | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $2.7M 1.58% | -$466.2K Sold | 0.0% 10.7K shares | 12.5K → 10.7K −$466.2K | -14.6% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.2M 1.29% | — | — 3.6K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 0.88% | — | — 13.7K shares | — | — | — — | Q2 2025 Held for 5 months | |
Information Technology Services Technology | $1.5M 0.844% | +$24.3K Bought | 0.001% 5.2K shares | 5.1K → 5.2K +$24.3K | +1.7% | $262.84B Mega Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $1.2M 0.702% | +$37.8K Bought | 0.0% 2.3K shares | 2.3K → 2.3K +$37.8K | +3.23% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $928.9K 0.539% | -$4.4M Sold | — 24.6K shares | 140.3K → 24.6K −$4.4M | -82.44% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $926.1K 0.537% | +$926.1K New | — 43.8K shares | 0 → 43.8K +$926.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $860.9K 0.499% | -$4.3M Sold | — 25.2K shares | 150.0K → 25.2K −$4.3M | -83.21% | — — | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $836.0K 0.485% | — | 0.003% 48.4K shares | — | — | $25.2B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $808.1K 0.469% | +$808.1K New | — 56.0K shares | 0 → 56.0K +$808.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $797.6K 0.463% | -$166.9K Sold | — 8.7K shares | 10.5K → 8.7K −$166.9K | -17.3% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $790.3K 0.458% | +$790.3K New | — 83.2K shares | 0 → 83.2K +$790.3K | New | — — | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $754.2K 0.438% | — | 0.0% 1.0 shares | — | — | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $723.2K 0.42% | +$723.2K New | — 48.3K shares | 0 → 48.3K +$723.2K | New | — — | Q3 2025 Held for 2 months | |
Telecommunications Services Communication Services | $672.8K 0.39% | -$47.3K Sold | 0.0% 23.8K shares | 25.5K → 23.8K −$47.3K | -6.57% | $201.93B Mega Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $670.2K 0.389% | +$670.2K New | — 27.0K shares | 0 → 27.0K +$670.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $603.8K 0.35% | — | — 7.7K shares | — | — | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $569.0K 0.33% | +$569.0K New | — 114.0K shares | 0 → 114.0K +$569.0K | New | — — | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $567.8K 0.329% | -$69.7K Sold | 0.0% 1.8K shares | 2.0K → 1.8K −$69.7K | -10.94% | $867.35B Mega Cap | Q2 2025 Held for 5 months | |
Oil & Gas Integrated Energy | $565.9K 0.328% | +$53.2K Bought | 0.0% 5.0K shares | 4.5K → 5.0K +$53.2K | +10.38% | $480.68B Mega Cap | Q2 2025 Held for 5 months | |
Household & Personal Products Consumer Defensive | $559.0K 0.324% | +$6.3K Bought | 0.0% 3.6K shares | 3.6K → 3.6K +$6.3K | +1.14% | $359.62B Mega Cap | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $477.1K 0.277% | +$47.8K Bought | 0.0% 949.0 shares | 854.0 → 949.0 +$47.8K | +11.12% | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $459.6K 0.267% | -$2.0K Sold | — 18.4K shares | 18.5K → 18.4K −$2.0K | -0.44% | — — | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $421.2K 0.244% | — | 0.002% 9.2K shares | — | — | $26.5B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $393.8K 0.228% | -$31.5K Sold | — 588.0 shares | 635.0 → 588.0 −$31.5K | -7.4% | — — | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $354.2K 0.205% | +$16.7K Bought | 0.0% 1.9K shares | 1.8K → 1.9K +$16.7K | +4.95% | $446.55B Mega Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $315.0K 0.183% | +$315.0K New | 0.0% 1.1K shares | 0 → 1.1K +$315.0K | New | $801.76B Mega Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $313.6K 0.182% | +$313.6K New | — 25.0K shares | 0 → 25.0K +$313.6K | New | — — | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $302.5K 0.176% | +$54.3K Bought | 0.0% 886.0 shares | 727.0 → 886.0 +$54.3K | +21.87% | $662.60B Mega Cap | Q2 2025 Held for 5 months | |
Insurance - Property & Casualty Financial Services | $293.1K 0.17% | -$1.7K Sold | 0.0% 1.2K shares | 1.2K → 1.2K −$1.7K | -0.59% | $144.81B Large Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $289.3K 0.168% | +$42.6K Bought | 0.0% 394.0 shares | 336.0 → 394.0 +$42.6K | +17.26% | $1.84T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $283.6K 0.165% | — | — 472.0 shares | — | — | — — | Q2 2025 Held for 5 months | |
Beverages - Non-Alcoholic Consumer Defensive | $271.0K 0.157% | +$9.1K Bought | 0.0% 4.1K shares | 3.9K → 4.1K +$9.1K | +3.47% | $285.42B Mega Cap | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $270.3K 0.157% | +$25.0K Bought | 0.0% 292.0 shares | 265.0 → 292.0 +$25.0K | +10.19% | $410.27B Mega Cap | Q2 2025 Held for 5 months | |
Beverages - Non-Alcoholic Consumer Defensive | $269.8K 0.157% | — | 0.0% 1.9K shares | — | — | $192.27B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $249.5K 0.145% | — | — 1.1K shares | — | — | — — | Q2 2025 Held for 5 months | |
Entertainment Communication Services | $242.7K 0.141% | +$343.5 Bought | 0.0% 2.1K shares | 2.1K → 2.1K +$343.5 | +0.14% | $205.86B Mega Cap | Q2 2025 Held for 5 months | |
Telecommunications Services Communication Services | $239.8K 0.139% | — | 0.0% 5.5K shares | — | — | $185.31B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $226.1K 0.131% | +$226.1K New | 0.0% 1.2K shares | 0 → 1.2K +$226.1K | New | $4.54T Mega Cap | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $215.8K 0.125% | +$9.5K Bought | 0.0% 2.3K shares | 2.2K → 2.3K +$9.5K | +4.59% | $104.25B Large Cap | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $210.9K 0.122% | +$402.1 Bought | 0.001% 2.1K shares | 2.1K → 2.1K +$402.1 | +0.19% | $36.3B Large Cap | Q2 2025 Held for 5 months |
