Fund HoldingsPGIM Custom Harvest LLC

Total Portfolio Value
$4.85B
Total Bought
$702.47M
Total Sold
$324.15M
Net Transaction
+$378.32M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
VANGUARD WORLD FD
INF TECH ETF
0781,415+781,4150518,29710.68%+518,297
ISHARES TR04,362,545+4,362,5450755,89815.57%+755,898
VANGUARD WORLD FD
COMM SRVC ETF
01,966,879+1,966,8790336,3956.93%+336,395
VANGUARD WORLD FD
HEALTH CAR ETF
1,028,4271,346,108+317,681272,256334,2936.89%+62,037
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,578,792+1,578,7920343,1197.07%+343,119
ISHARES TR56,516378,734+322,2185,12442,5470.88%+37,423
VANGUARD WORLD FD
CONSUM DIS ETF
0366,911+366,9110132,9392.74%+132,939
VANGUARD WORLD FD
INDUSTRIAL ETF
0909,939+909,9390254,8475.25%+254,847
VANGUARD WORLD FD
FINANCIALS ETF
1,215,9771,376,276+160,299145,273175,2003.61%+29,927
VANGUARD WORLD FD
CONSUM STP ETF
0445,234+445,234097,5062.01%+97,506
SELECT SECTOR SPDR TR
ST STR SVC ETF
1,633,7121,628,576-5,136157,571176,7493.64%+19,178
ISHARES TR242,877341,286+98,40931,61848,5681.00%+16,951
ISHARES TR974,2161,027,290+53,07486,048102,3592.11%+16,311
ISHARES TR318,625399,185+80,56030,91344,8360.92%+13,924
ISHARES TR214,564305,036+90,47216,85426,1110.54%+9,257
SELECT SECTOR SPDR TR
ST STR MATER ETF
364,721448,710+83,98931,35939,4010.81%+8,043
MICROSOFT CORP(MSFT)31,74132,064+32311,91515,9490.33%+4,034
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
0486,524+486,524019,8400.41%+19,840
ISHARES INC392,794413,176+20,38220,91624,5630.51%+3,647
ISHARES INC171,736194,413+22,67712,72016,0490.33%+3,328
SELECT SECTOR SPDR TR
ST STR REAL ETF
686,521770,487+83,96628,73131,9140.66%+3,183
VANGUARD WORLD FD
UTILITIES ETF
178,291190,141+11,85030,45433,5620.69%+3,108
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
0124,351+124,35107,6820.16%+7,682
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
042,364+42,36403,1440.06%+3,144
SPDR INDEX SHS FDS
ST STR EU 50 ETF
411,243415,640+4,39722,37624,8260.51%+2,450
ISHARES TR105,817107,309+1,49215,38417,7470.37%+2,363
ISHARES TR301,931306,221+4,29040,70042,8740.88%+2,174
ISHARES TR455,420459,832+4,41246,18948,0850.99%+1,896
ISHARES TR413,478437,175+23,69739,59041,4310.85%+1,841
VANGUARD INDEX FDS252,083275,976+23,89322,82424,5780.51%+1,755
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
028,240+28,24001,6080.03%+1,608
NVIDIA CORPORATION(NVDA)031,101+31,10104,9140.10%+4,914
ISHARES TR0272,976+272,976022,5530.46%+22,553
ISHARES TR
MSCI UK ETF NEW
186,008202,604+16,5966,9708,0470.17%+1,078
FRANKLIN TEMPLETON ETF TR
FRANKLIN ASIA
139,867166,983+27,1163,2754,3420.09%+1,066
ISHARES INC133,911140,541+6,6305,4576,4930.13%+1,036
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
077,856+77,85606,2830.13%+6,283
AMAZON COM INC(AMZN)025,785+25,78505,6570.12%+5,657
FRANKLIN TEMPLETON ETF TR
FTSE AUSTRALIA
042,627+42,62701,3220.03%+1,322
BROADCOM INC(AVGO)08,139+8,13902,2430.05%+2,243
INVESCO EXCH TRADED FD TR II049,132+49,13203,5190.07%+3,519
FRANKLIN TEMPLETON ETF TR
FTSE UNTD KGDM
223,204233,668+10,4646,3977,1570.15%+760
FRANKLIN TEMPLETON ETF TR
FRANKLN SWZLND
181,063186,601+5,5386,4697,0790.15%+610
ORACLE CORP(ORCL)08,136+8,13601,7790.04%+1,779
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
34,78750,151+15,3641,0231,6120.03%+590
ISHARES TR
CORE MSCI EURO
22,56329,336+6,7731,3571,9420.04%+585
ISHARES TR5,4285,978+5501,9602,5380.05%+578
VANGUARD INDEX FDS07,243+7,24303,1750.07%+3,175
ISHARES TR26,47627,280+8042,4583,0040.06%+546
JPMORGAN CHASE & CO.(JPM)13,81113,542-2693,3883,9260.08%+538
SPDR S&P 500 ETF TR(SPY)011,864+11,86407,3300.15%+7,330
ALPHABET INC(GOOG)19,46119,850+3893,0093,4980.07%+489
META PLATFORMS INC(META)02,288+2,28801,6890.03%+1,689
ISHARES INC73,81577,515+3,7003,8234,2490.09%+426
TESLA INC(TSLA)8,2128,039-1732,1282,5540.05%+425
ISHARES TR
CORE MSCI EAFE
017,245+17,24501,4400.03%+1,440
NETFLIX INC(NFLX)928931+38651,2470.03%+381
ISHARES TR01,048+1,04803560.01%+356
GALLAGHER ARTHUR J & CO(AJG)01,111+1,11103560.01%+356
SELECT SECTOR SPDR TR
ST STR STAPL ETF
1,178,1611,192,591+14,43096,22096,5641.99%+344
VANGUARD INDEX FDS010,014+10,01405,6880.12%+5,688
J P MORGAN EXCHANGE TRADED F
BETA DEVE EX ETF
60,68660,238-4482,9523,2830.07%+331
CAPITAL ONE FINL CORP(COF)01,445+1,44503080.01%+308
SPDR SERIES TRUST
ST NUVE TERM ETF
06,237+6,23702980.01%+298
ISHARES TR
IBONDS DEC 28
011,385+11,38502890.01%+289
ARK ETF TR
AUTNMUS TECHNLGY
02,903+2,90302590.01%+259
VANECK ETF TRUST
SEMICONDUCTR ETF
3,4523,544+927309880.02%+258
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
040,343+40,34302,1600.04%+2,160
AMPHENOL CORP NEW02,530+2,53002500.01%+250
ISHARES TR03,059+3,05902480.01%+248
ISHARES TR16,85726,421+9,5644226670.01%+245
SPDR SERIES TRUST
ST STR NYSE TECH
01,023+1,02302430.01%+243
GE VERNOVA INC(GEV)0455+45502410.00%+241
DISNEY WALT CO(DIS)01,922+1,92202380.00%+238
GOLDMAN SACHS GROUP INC(GS)0336+33602380.00%+238
SPOTIFY TECHNOLOGY S A(SPOT)0309+30902370.00%+237
FRANKLIN TEMPLETON ETF TR
FTSE CANADA
046,153+46,15301,9270.04%+1,927
SNOWFLAKE INC(SNOW)03,898+3,89808720.02%+872
COSTCO WHSL CORP NEW(COST)5,1555,156+14,8765,1040.11%+229
ISHARES TR28,81034,220+5,4106788970.02%+218
ISHARES TR02,250+2,25002180.00%+218
ISHARES INC50,47952,769+2,2901,3051,5220.03%+218
ISHARES TR
MSCI USA MMENTM
04,944+4,94401,1880.02%+1,188
DBX ETF TR026,504+26,50406360.01%+636
FORTINET INC(FTNT)01,948+1,94802060.00%+206
ISHARES TR01,535+1,53502040.00%+204
ARISTA NETWORKS INC(ANET)01,964+1,96402010.00%+201
SLM CORP(SLM)06,125+6,12502010.00%+201
HCA HEALTHCARE INC(HCA)0523+52302000.00%+200
ISHARES TR84,16484,101-632,3052,5050.05%+199
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
07,361+7,36102,0670.04%+2,067
ISHARES TR
MSCI UK SM ETF
034,768+34,76801,4490.03%+1,449
ISHARES TR011,571+11,57101,6050.03%+1,605
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
041,204+41,20403,1360.06%+3,136
FIRST TR EXCHANGE-TRADED FD03,489+3,48909400.02%+940
CONSTELLATION ENERGY CORP(CEG)01,302+1,30204200.01%+420
ISHARES TR09,504+9,50401,2560.03%+1,256
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,361+2,36105350.01%+535
WORLD GOLD TR(GLDM)21,03521,853+8181,3021,4320.03%+130
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
04,998+4,99807860.02%+786
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