Presper Financial Architects, LLC
Top Portfolio Positions
28 positions ·
$13,241,757 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
9,822 | $2,492,725 | 18.82% |
| IBM |
International Business Machines Corp
Technology
|
5,176 | $1,254,610 | 9.47% |
| XOM |
Exxon Mobil Corp
Energy
|
5,101 | $865,435 | 6.54% |
| MSFT |
Microsoft Corp
Technology
|
2,327 | $861,385 | 6.51% |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
48,406 | $757,553 | 5.72% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
4,129 | $596,392 | 4.50% |
| T |
At&T Inc.
Communication Services
|
19,512 | $565,652 | 4.27% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,651 | $485,658 | 3.67% |
| JNJ |
Johnson & Johnson
Healthcare
|
1,939 | $473,969 | 3.58% |
| QQQ |
Invesco Qqq Trust, Series 1
|
578 | $333,610 | 2.52% |
Portfolio Trend
Holdings in PHK
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $352,558 | 72,543 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $569,044 | 114,037 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $539,265 | 112,347 | Shares | Sole | 2025-07-17 | |
| No quarters match your search. | ||||||