Eddie Patel Inc - Portfolio overview

Eddie Patel Inc has 95 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. XLE - SELECT SECTOR SPDR TR, 7.17%
2. XLU - SELECT SECTOR SPDR TR, 4.95%
3. QQQM - INVESCO EXCH TRADED FD TR II, 4.52%

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

Explore securities or join Upside Invest to compare portfolios.