Stage Harbor Financial, LLC Portfolio Holdings by Sector

Stage Harbor Financial, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VUG MUB EFV IWF VTEB ACWX IVV VB 39 stocks	$103 Million 93.09% of portfolio	11	12	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.43 Million 1.29% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.31 Million 1.19% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$1.3 Million 1.17% of portfolio	2	1	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.12 Million 1.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$583,837 0.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$496,308 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$479,723 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$345,135 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts

Entertainment \| Communication Services NFLX 1 stocks	$333,300 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$244,967 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts

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