Fund HoldingsAlexander Randolph Advisory, Inc.

Total Portfolio Value
$120.32M
Total Bought
$5.53M
Total Sold
$9.07M
Net Transaction
-$3.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
META PLATFORMS INC(META)04,681+4,68103,0902.57%+3,090
VIATRIS INC(VTRS)330,563330,345-2183,2734,1133.42%+840
ISHARES TR
CORE 1 5 YR USD
284,969295,510+10,54113,91814,40611.97%+488
CISCO SYS INC(CSCO)39,22739,058-1692,6843,0092.50%+325
AMGEN INC(AMGN)6,5786,57801,8562,1531.79%+297
WISDOMTREE TR(WT)08,575+8,57502500.21%+250
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,530+5,53002470.21%+247
ISHARES U S ETF TR
SHOR DURA BD ETF
436,146442,346+6,20022,36622,60418.79%+238
ROYCE MICRO-CAP TR INC950,196968,549+18,3539,87310,1028.40%+229
CVS HEALTH CORP(CVS)56,71656,712-44,2764,5013.74%+225
CORNING INC(GLW)02,314+2,31402030.17%+203
ISHARES TR1,7202,476+7563555250.44%+170
CARTERS INC(CRI)41,18540,400-7851,1621,3101.09%+148
AMERICAN EXPRESS CO(AXP)3,4533,45301,1471,2771.06%+130
RLJ LODGING TR(RLJ)421,907421,90703,0383,1432.61%+105
ISHARES TR9,19610,726+1,5304915870.49%+96
CITIGROUP INC(C)5,2955,29505376180.51%+80
FRANKLIN RESOURCES INC(BEN)86,09186,046-451,9912,0561.71%+64
JPMORGAN CHASE & CO.(JPM)10,0219,980-413,1613,2162.67%+55
ISHARES TR8,3588,518+1607808180.68%+38
VANGUARD TAX-MANAGED FDS9,5789,57805745980.50%+24
NATIONAL HEALTH INVS INC(NHI)4,1644,616+4523313530.29%+21
ISHARES TR11,98611,98603463650.30%+19
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
25,26325,267+45375560.46%+19
ROYCE SMALL CAP TRUST INC(RVT)32,80733,909+1,1025295460.45%+17
APPLE INC(AAPL)1,3751,336-393503630.30%+13
MEDTRONIC PLC(MDT)12,56712,56701,1971,2071.00%+10
QUALCOMM INC(QCOM)1,9401,94003233320.28%+9
ISHARES TR5,4735,47306506580.55%+7
ISHARES TR1,5551,55502752820.23%+7
ISHARES TR4,2564,25602782810.23%+3
SPDR S&P MIDCAP 400 ETF TR(MDY)40440402412440.20%+3
ABRDN EMERGING MARKETS EX CH90,10283,682-6,4205845860.49%+2
DNP SELECT INCOME FD INC(DNP)29,52229,52202962950.25%-1
SPDR S&P 500 ETF TR(SPY)1,2041,173-318028000.66%-2
VANGUARD INTL EQUITY INDEX F6,4836,48303513490.29%-3
VANGUARD WORLD FD
INF TECH ETF
664650-144964900.41%-6
VANGUARD INDEX FDS3,0003,00002742650.22%-9
OMNICOM GROUP INC(OMC)34,44734,548+1012,8082,7902.32%-19
INVESCO QQQ TR1,068987-816416060.50%-35
THE CIGNA GROUP(CI)7,3787,600+2222,1272,0921.74%-35
VISHAY INTERTECHNOLOGY INC(VSH)70,23570,23501,0751,0180.85%-57
QORVO INC(QRVO)12,83712,83701,1691,0850.90%-84
ALLSTATE CORP(ALL)17,43317,466+333,7423,6363.02%-106
TEMPLETON EMERGING MKTS FD123,548114,615-8,9332,0681,9521.62%-116
LABCORP HOLDINGS INC(LH)4,0644,053-111,1671,0170.85%-150
ISHARES U S ETF TR
SHOR MAT MUN ETF
31,52928,443-3,0861,5931,4311.19%-161
SKYWORKS SOLUTIONS INC(SWKS)11,88511,88509157540.63%-161
BRANDYWINEGBL GBL INCM OPP F127,926109,562-18,3641,1109170.76%-193
MICROSOFT CORP(MSFT)6,6236,616-73,4303,2002.66%-231
PUBLIC STORAGE OPER CO(PSA)8030-8032320-232
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,7650-2,7652470-247
MANPOWERGROUP INC WIS(MAN)32,21732,219+21,2219580.80%-263
PVH CORPORATION(PVH)20,50420,50401,7181,3741.14%-343
ALPHABET INC(GOOG)21,12414,245-6,8795,1354,4593.71%-677
MORGAN STANLEY EMERGING MKTS1,421,2031,147,900-273,3037,6466,2335.18%-1,413
WARNER BROS DISCOVERY INC(WBD)201,2910-201,2913,9310-3,931
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