Prota Financial, LLC - Portfolio overview

Prota Financial, LLC has 67 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JEPI - J P MORGAN EXCHANGE TRADED F, 8.67%
2. JEPQ - J P MORGAN EXCHANGE TRADED F, 8.48%
3. OBDC - BLUE OWL CAPITAL CORPORATION, 7.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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