Exeter Financial, LLC

CIK: 0001752045SEC EDGAR →

Portfolio Value

$235.1M

Holdings

97

As of

Q4 2025

New Positions

1

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

259,538$13.1M
5.58%
2

FIRST TR ENHANCED EQUITY INC

574,226$12.6M
5.38%
3

VANGUARD BD INDEX FDS

137,373$10.8M
4.60%
4

APPLE INC

39,663$10.8M
4.59%
5

MICROSOFT CORP

18,557$9.0M
3.82%
6

CISCO SYS INC

84,363$6.5M
2.76%
7

AFLAC INC

56,459$6.2M
2.65%
8

GENERAL DYNAMICS CORP

18,087$6.1M
2.59%
9

JOHNSON & JOHNSON

28,053$5.8M
2.47%
10

MCDONALDS CORP

17,909$5.5M
2.33%

Quarterly Changes

Top Buys

ICSH↑ Increased
$2.2M
AAPL↑ Increased
$784K
AMGN↑ Increased
$673K
JNJ↑ Increased
$671K
FFA↑ Increased
$627K

Top Sells

CMCSACLOSED
$2.3M
ORCL↓ Decreased
$1.7M
KMB↓ Decreased
$748K
CSCO↓ Decreased
$614K
APD↓ Decreased
$530K

New Positions (7)

$351K · 4K shares
$288K · 860 shares
$258K · 4K shares
$249K · 5K shares
$218K · 4K shares
$215K · 3K shares
$211K · 369 shares

Closed Positions (2)

$2.3M · 74K shares
$216K · 13K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services32$88.8M37.8%
Technology8$38.9M16.6%
Industrials13$27.7M11.8%
Consumer Defensive16$22.8M9.7%
Healthcare10$22.4M9.5%
Energy4$10.5M4.4%
Consumer Cyclical5$8.9M3.8%
Unknown3$6.1M2.6%
Communication Services3$5.0M2.1%
Basic Materials2$3.7M1.6%
Utilities1$307K0.1%