Richard P Slaughter Associates Inc - Portfolio overview

Richard P Slaughter Associates Inc has 113 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. JIRE - J P MORGAN EXCHANGE TRADED F, 12.20%
2. FMDE - FIDELITY COVINGTON TRUST, 9.74%
3. IWX - ISHARES TR, 9.44%

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

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