Instuitional Investor - Potentia Wealth

Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 80,224 $59,908,954 24.53%
2. AAPL 85,374 $24,703,831 10.11%
3.
Pgim Etf Tr - AAA CLO ETF
410,021 $21,021,770 8.61%
4. KRE 317,152 $19,279,664 7.89%
5. IEF 78,024 $9,688,293 3.97%