MondegarAI
CHESAPEAKE ASSET MANAGEMENT LLC

Q1 2024 · 13F-HR

CHESAPEAKE ASSET MANAGEMENT LLCholdings as filed

Filed 2026-01-05 · accession 0001079397-26-000005

$101.2M
Reported value
327
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$10.1M9.95%23,926CommonSOLE
532457108LLYELI LILLY AND CO$7.4M7.36%9,573CommonSOLE
037833100AAPLAPPLE INC$5.1M5.07%29,935CommonSOLE
58933Y105MRKMERCK & CO. INC.$4.2M4.18%32,072CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$3.5M3.48%17,579CommonSOLE
L8681T102SPOTSpotify Technology SA$3.2M3.15%12,073CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.0M2.93%6,528CommonSOLE
713448108PEPPEPSICO INC$2.6M2.53%14,655CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR Unit$2.4M2.42%4,668CommonSOLE
399909100GGALGrupo Financiero Galicia ADR$2.4M2.40%95,680CommonSOLE
001055102AFLAFLAC INC$2.4M2.40%28,251CommonSOLE
67066G104NVDANVIDIA CORP$2.4M2.34%2,619CommonSOLE
783549108RRYDER SYS INC COM$2.3M2.30%19,350CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2.3M2.27%14,973CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC I$2.0M2.00%19,441CommonSOLE
574599106MASMASCO CORP COM$1.9M1.89%24,259CommonSOLE
05961W105BMABanco Macro S.A Spon Ads Repstg CL B Spon ADR$1.9M1.85%38,881CommonSOLE
459200101IBMIBM CORP$1.7M1.71%9,087CommonSOLE
11135F101AVGOBROADCOM INC$1.6M1.54%1,176CommonSOLE
058934100BBARBanco Bbva Argentina S A Spon ADR$1.4M1.39%165,850CommonSOLE
023135106AMZNAmazon.Com Inc$1.3M1.33%7,465CommonSOLE
904767704UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS$1.3M1.29%26,002CommonSOLE
78463V107GLDSPDR Gold Trust$1.2M1.21%5,952CommonSOLE
00287Y109ABBVABBVIE INC$1.2M1.18%6,573CommonSOLE
828806109SPGSimon PPTY Group Inc Sbi$1.1M1.11%7,200CommonSOLE
75513E101RTXRTX CORP$959,6870.95%9,839CommonSOLE
G29183103ETNEATON CORP PLC F$938,0400.93%3,000CommonSOLE
46090E103QQQInvesco QQQ Trust ETF$923,5800.91%2,078CommonSOLE
166764100CVXCHEVRON CORP$826,3990.82%5,239CommonSOLE
742718109PGPROCTER & GAMBLE$764,1970.76%4,710CommonSOLE
464288240ACWXACWX - MSCI ACWI ex US ETF$701,5970.69%13,141CommonSOLE
40171V100GWREGuidewire Software Inc Com$668,5140.66%5,728CommonSOLE
580135101MCDMCDONALDS CORP$659,7630.65%2,340CommonSOLE
693475105PNCPNC FINL SERVICES$659,0040.65%4,078CommonSOLE
464287655IWMiShares TR Russell 2000 Index FD$644,9900.64%3,067CommonSOLE
609207105MDLZMONDELEZ INTL CLASS A$642,6000.64%9,180CommonSOLE
65339F101NEENEXTERA ENERGY INC$620,8210.61%9,714CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$619,2670.61%1,275CommonSOLE
437076102HDHOME DEPOT INC$577,1780.57%1,504CommonSOLE
902973304USBU S BANCORP$541,8080.54%12,121CommonSOLE
756109104OREALTY INCOME CORP REIT$538,2950.53%9,950CommonSOLE
009158106APDAIR PROD & CHEMICALS$536,8700.53%2,216CommonSOLE
984245100YPFYPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR$532,2240.53%26,880CommonSOLE
969457100WMBWILLIAMS COS INC$520,5610.51%13,358CommonSOLE
855244109SBUXSTARBUCKS CORP$503,8330.50%5,513CommonSOLE
718546104PSXPHILLIPS 66$503,4130.50%3,082CommonSOLE
02079K305GOOGLALPHABET INC. CLASS A$501,3890.50%3,322CommonSOLE
74340W103PLDPROLOGIS INC. REIT$499,7840.49%3,838CommonSOLE
882508104TXNTEXAS INSTRUMENTS$492,4910.49%2,827CommonSOLE
89417E109TRVTRAVELERS COMPANIES$491,8090.49%2,137CommonSOLE
697660207PAMPampa Energia SA ADR Ars$483,2540.48%11,202CommonSOLE
571748102MRSHMARSH & MC LENNAN CO$472,3120.47%2,293CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$448,0670.44%1,724CommonSOLE
816851109SRESEMPRA$412,0160.41%5,736CommonSOLE
219350105GLWCORNING INC$401,2880.40%12,175CommonSOLE
G3223R108EGEVEREST GROUP LTD F$399,0900.39%1,004CommonSOLE
30231G102XOMEXXON MOBIL CORP$385,9160.38%3,320CommonSOLE
86800U104SMCIUSDSuper Micro Computer Inc$383,8110.38%380CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$376,1710.37%7,537CommonSOLE
053015103ADPAUTO DATA PROCESSING$369,6150.37%1,480CommonSOLE
518439104ELLauder Estee Cos Inc CL A$363,1770.36%2,356CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$336,0200.33%10,956CommonSOLE
911312106UPSUNITED PARCEL SRVC CLASS B$324,0130.32%2,180CommonSOLE
517834107LVSLas Vegas Sands Corp Com$286,2110.28%5,536CommonSOLE
H42097107UBSUBS Group AG CHF$282,8560.28%9,200CommonSOLE
704326107PAYXPAYCHEX INC$269,6680.27%2,196CommonSOLE
452308109ITWILLINOIS TOOL WORKS$267,5250.26%997CommonSOLE
99QA3NQSUPUT 100 APPLE INC COM EXP 04-19-24@185.000 OPTION ROOT= AAPL$265,0000.26%200PUTSOLE
226406106CRESYCresud Sacifya Spon ADR$264,4610.26%29,615CommonSOLE
35671D857FCXFreeport-McMoRan Inc$256,4940.25%5,455CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CLASS C$255,4920.25%2,239CommonSOLE
49456B101KMIKINDER MORGAN INC$255,1180.25%13,910CommonSOLE
12572Q105CMECME GROUP INC CLASS A$252,7500.25%1,174CommonSOLE
747525103QCOMQUALCOMM INC$251,4100.25%1,485CommonSOLE
01609W102BABAAlibaba Group Holding-SP ADR$221,4210.22%3,060CommonSOLE
92939U106WECW E C ENERGY GROUP INC$218,1920.22%2,657CommonSOLE
46429B598INDAiShares MSCI India ETF$216,6780.21%4,200CommonSOLE
92343V104VZVERIZON COMMUNICATN$192,4700.19%4,587CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS F$185,3310.18%748CommonSOLE
55826T102SPHRSphere Entertainment Co CL A$182,3320.18%3,715CommonSOLE
464287622IWBISHARES RUSSELL 1000 ETF$180,0180.18%625CommonSOLE
54150E104LOMALoma Negra Cia Indl Ar Sponsored ADR$172,3840.17%25,806CommonSOLE
78468R556XOPSPDR Ser Trust S&P Oil & Gas Expl & Prodtn ETF$171,9720.17%1,110CommonSOLE
002824100ABTABBOTT LABORATORIES$159,5780.16%1,404CommonSOLE
81369Y605XLFFinancial Select Sector SPDR Fund ETF$154,1590.15%3,660CommonSOLE
007903107AMDADVANCED MICRO DEVICE IN$150,1670.15%832CommonSOLE
311900104FASTFASTENAL CO$145,7940.14%1,890CommonSOLE
25401T603DBRGDigitalbridge Group Inc CL A$118,7640.12%6,160CommonSOLE
46434G103IEMGiShares Core MSCI Emerging Markets ETF$110,0110.11%2,132CommonSOLE
835699307SONYSony Corp ADR New Japan ADR$106,0700.10%1,233CommonSOLE
780259305SHELSHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS$100,8950.10%1,505CommonSOLE
464286772EWYiShares Inc MSCI South Korea Capped Index FD$99,3220.10%1,480CommonSOLE
920253101VMIValmont Industries Inc$98,4180.10%430CommonSOLE
009066101ABNBAIRBNB INC CLASS A$97,9860.10%594CommonSOLE
031162100AMGNAMGEN INC.$91,3070.09%321CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC N$89,9600.09%800CommonSOLE
808524870SCHPSCHWAB US TIPS ETF$86,4810.09%1,658CommonSOLE
64107A105NPWRNet Power Inc CL A$79,7300.08%7,000CommonSOLE
92189F106GDXVaneck Vectors Gold Miners ETF$79,0500.08%2,500CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$75,7330.07%414CommonSOLE
02079K107GOOGALPHABET INC. CLASS C$75,3930.07%495CommonSOLE
921910816MGKVANGUARD MEGA CAP GROWTHETF$71,6520.07%250CommonSOLE
G51502105JCIJOHNSON CONTROLS INTER F$71,5250.07%1,095CommonSOLE
369604301GEGENERAL ELECTRIC CO TRADES WITH DUE BILLS$70,7610.07%403CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$70,1310.07%1,679CommonSOLE
191216100KOTHE COCA-COLA CO$65,7070.06%1,074CommonSOLE
718172109PMPHILIP MORRIS INTL$62,5760.06%683CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$60,9750.06%145CommonSOLE
806857108SLBSCHLUMBERGER LTD F$60,2910.06%1,100CommonSOLE
30040W108ESEVERSOURCE ENERGY$58,9330.06%986CommonSOLE
69351T106PPLPPL CORP$58,6110.06%2,129CommonSOLE
92826C839VVISA INC CLASS A$57,2110.06%205CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CLASS A$56,1030.06%175CommonSOLE
922042874VGKVANGUARD FTSE EUROPE ETF$55,9590.06%831CommonSOLE
254687106DISWALT DISNEY CO$55,0790.05%450CommonSOLE
922907746VTEBVANGUARD MUNI BND TAX EXEMPT ETF$53,8890.05%1,065CommonSOLE
464287515IGVISHARES EXPANDED TECH STW SCTR ETF$53,2930.05%625CommonSOLE
427096508HTGCHERCULES CAPITAL INC$52,2310.05%2,830CommonSOLE
91913Y100VLOVALERO ENERGY CORP$51,2070.05%300CommonSOLE
233051432HYLBXTRACKERS USD HIGH YIELDCOR BND ETF$50,3860.05%1,411CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB$49,7280.05%917CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTN LP$49,3900.05%1,000CommonSOLE
04010L103ARCCARES CAPITAL CORP$44,5330.04%2,139CommonSOLE
14448C104CARRCARRIER GLOBAL CORP COM$43,5970.04%750CommonSOLE
717081103PFEPFIZER INC$42,9290.04%1,547CommonSOLE
22822V101CCICROWN CASTLE INC REIT$42,6490.04%403CommonSOLE
172967424CCITIGROUP INC$39,8170.04%629CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$39,4100.04%397CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$38,5700.04%446CommonSOLE
291011104EMREMERSON ELECTRIC CO$38,5620.04%340CommonSOLE
983793100XPOXPO INC$36,6090.04%300CommonSOLE
126650100CVSCVS HEALTH CORP$35,6180.04%446CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$34,2890.03%451CommonSOLE
115637209BF/BBROWN FORMAN CORP CLASS B$33,5530.03%650CommonSOLE
09260D107BXBLACKSTONE INC$32,8420.03%250CommonSOLE
294628102HP5AEQUITY COMWLTH C/A EFF 06/13/25 1 NEW CU 294ESC017 ESC EQUITY COMWLTH FOR 1 OLD$32,7560.03%1,735CommonSOLE
922908751VBVANGUARD SMALL CAP ETF IV$32,6880.03%143CommonSOLE
G5960L103MDTMEDTRONIC PLC F$31,3740.03%360CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INCORPOR$31,2840.03%467CommonSOLE
09247X101BLKCHFBLACKROCK INC$30,8460.03%37CommonSOLE
67077M108NTRNUTRIEN LTD F$30,5420.03%562CommonSOLE
79466L302CRMSALESFORCE INC$30,1180.03%100CommonSOLE
464287226AGGISHARES CORE US AGGREGATE BOND ETF$28,5000.03%291CommonSOLE
038222105AMATAPPLIED MATERIALS$28,4590.03%138CommonSOLE
09259E108TCPCBLACKROCK TCP CAPITAL CO$25,7620.03%2,470CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$24,5150.02%51CommonSOLE
723484101PNWPINNACLE WEST CAP$24,3610.02%326CommonSOLE
911363109URIUNITED RENTALS INC$24,1900.02%33CommonSOLE
883556102TMOTHERMO FISHER SCNTFC$23,8960.02%41CommonSOLE
464288174WOODISHARES TR GLOBAL TIMBER & FORESTRY ETF$23,8790.02%283CommonSOLE
500767306KWEBKRANESHARES CSI CHINA INTERNET ETF$23,6250.02%900CommonSOLE
464286582SCJISHARES INC MSCI JAPAN SMALL CAP ETF$22,7930.02%304CommonSOLE
345370860FFORD MOTOR CO$22,4430.02%1,690CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF$22,2240.02%379CommonSOLE
464287556IBBISHARES TR BIOTECHNOLOGY ETF$21,9550.02%160CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTORSPDR ETF$21,8680.02%105CommonSOLE
00206R102TAT&T INC COM$21,8240.02%1,240CommonSOLE
573284106MLMMARTIN MARIETTA MATERIAL$21,4870.02%35CommonSOLE
88579Y101MMM3M CO TRADES WITH DUE BILLS$21,2140.02%200CommonSOLE
369550108GDGENERAL DYNAMICS CO$21,1860.02%75CommonSOLE
674599105OXYOCCIDENTAL PETROL CO$21,1510.02%325CommonSOLE
293792107EPDENTERPRISE PRODS PART LP$20,4260.02%700CommonSOLE
670100205NVONOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS$20,0300.02%156CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$19,9430.02%700CommonSOLE
929160109VMCVULCAN MATERIALS COM$19,1040.02%70CommonSOLE
92206C599VTHRVANGUARD RUSSELL 3000 ETF$18,6360.02%80CommonSOLE
018522300AEBAALLETE INC$17,9510.02%301CommonSOLE
922908744VTVVANGUARD VALUE ETF$17,9140.02%110CommonSOLE
260557103DOWDOW INC$17,3790.02%300CommonSOLE
025537101AEPAMER ELECTRIC PWR CO$17,2200.02%200CommonSOLE
37733W204GSKGSK PLC SPONSORED ADR NEW$17,1480.02%400CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND CO COM$17,1470.02%273CommonSOLE
548661107LOWLOWES COMPANIES INC$16,7220.02%65CommonSOLE
30223G102EXAIEUREXSCIENTIA PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS$16,4730.02%2,880CommonSOLE
46138E263CGWINVSC S P GLOBAL WATER INDEX ETF$16,3810.02%295CommonSOLE
36262G101GXOGXO LOGISTICS INC$16,1280.02%300CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$16,1260.02%144CommonSOLE
05580M958PUT B RILEY FINL $10 EXP 04/19/24$15,9030.02%120PUTSOLE
458140100INTCINTEL CORP$15,9010.02%360CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE$15,8040.02%14CommonSOLE
H1467J104CBCHUBB LTD F$15,5470.02%60CommonSOLE
N07059210ASMLASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS$15,5270.02%16CommonSOLE
097023105BABOEING CO$14,7370.01%76CommonSOLE
931142103WMTWALMART INC$14,6210.01%243CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRL$14,5330.01%5CommonSOLE
126408103CSXCSX CORP$14,3690.01%387CommonSOLE
05580M108RILYB RILEY FINL$13,7600.01%650CommonSOLE
808524300SCHGSCHWAB US LARGE CAP GROWTH ETF$13,7220.01%148CommonSOLE
46284V101IRMIRON MTN INC NEW REIT$13,6350.01%170CommonSOLE
833445109SNOWSNOWFLAKE INC CLASS A$13,5740.01%84CommonSOLE
98980G102ZSZSCALER INC$13,4840.01%70CommonSOLE
478160104JNJJOHNSON & JOHNSON$13,1290.01%83CommonSOLE
91324P102UNHUNITEDHEALTH GRP INC$12,1410.01%24CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGI$12,0060.01%132CommonSOLE
09254X101MUJBLACKROCK MUNIHOLDINGS N$10,8740.01%935CommonSOLE
09062X103BIIBBIOGEN INC$10,7810.01%50CommonSOLE
58733R102MELIMERCADOLIBRE INC$10,5830.01%7CommonSOLE
92189F676SMHVANECK SEMICONDUCTOR ETF$10,3490.01%46CommonSOLE
450047303IRSIrsa Inversiones Y Representaciones SA Spon ADR$10,3140.01%1,102CommonSOLE
149123101CATCATERPILLAR INC$10,2600.01%28CommonSOLE
85571B105STWDSTARWOOD PPTY TRUST REIT$10,1650.01%500CommonSOLE
25179M103DVNDEVON ENERGY CORP$10,0360.01%200CommonSOLE
98978V103ZTSZOETIS INC CLASS A$9,9790.01%58CommonSOLE
922020805VTIPVANGUARD SHRT INF PROT SEC INDEX ETF$9,9610.01%208CommonSOLE
68389X105ORCLORACLE CORP$9,9230.01%79CommonSOLE
294821608ERICERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS$9,9180.01%1,800CommonSOLE
78468R622JNKSPDR BLMBRG BRCLY HGH YLD BND ETF$9,9000.01%104CommonSOLE
921937827BSVVANGUARD SHORT-TERM BONDETF$9,8130.01%128CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLD F$9,3050.01%100CommonSOLE
53681J103LACLITHIUM AMERS CORP F$9,2400.01%1,375CommonSOLE
78464A409SPYGSPDR S&P 500 GROWTH ETF$9,1430.01%125CommonSOLE
500754106KHCKRAFT HEINZ CO$9,0030.01%244CommonSOLE
922908736VUGVANGUARD GROWTH ETF$8,6050.01%25CommonSOLE
874039100TSMTAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS$8,4350.01%62CommonSOLE
89832Q109TFCTRUIST FINL CORP$8,3800.01%215CommonSOLE
09260U109BCATBLACKROCK CAPITAL ALCTN$8,3300.01%500CommonSOLE
72919P202PLUGPLUG POWER INC$8,3070.01%2,415CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCE$8,1950.01%500CommonSOLE
143658300CCL1EURCARNIVAL CORP F$8,1700.01%500CommonSOLE
617446448MSMORGAN STANLEY$7,8150.01%83CommonSOLE
82968B103SIRIEURSIRIUS XM HLDGS INC$7,7600.01%2,000CommonSOLE
53681K100LITHIUM AMERS ARGENTIN F$7,4110.01%1,375CommonSOLE
26441C204DUKDUKE ENERGY CORP$7,2530.01%75CommonSOLE
46120E602ISRGINTUITIVE SURGICAL$7,1830.01%18CommonSOLE
666807102NOCNORTHROP GRUMMAN CO$7,1790.01%15CommonSOLE
33718W103FPFFIRST TRUST INT DUR PRF$7,1680.01%400CommonSOLE
G6891L105PANLPANGAEA LOGISTICS SOLUTIONS LTD SHS ISIN#BMG6891L1054$6,9700.01%1,000CommonSOLE
032654105ADIANALOG DEVICES INC$6,9220.01%35CommonSOLE
46641Q225BBCAJPMORGAN BETABUILDERS CANADA ETF$6,8140.01%102CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW CLASS A$6,8110.01%150CommonSOLE
421906108HCSGHEALTHCARE SVC GROUP$6,2400.01%500CommonSOLE
45687V106IRINGERSOLL RAND INC$5,8860.01%62CommonSOLE
30212P303EXPEEXPEDIA GROUP INC.$5,8520.01%42CommonSOLE
14040H105COFCAPITAL ONE FC$5,8060.01%39CommonSOLE
57636Q104MAMASTERCARD INC CLASS A$5,7780.01%12CommonSOLE
008492100ADCAGREE REALTY CORP REIT$5,7120.01%100CommonSOLE
247361702DALDELTA AIR LINES INC DEL$5,5050.01%115CommonSOLE
46641Q332JEPIJPMORGAN EQUITY PREMIUM INCOME ETF$5,4260.01%93CommonSOLE
60770K107MRNAMODERNA INC$5,3280.01%50CommonSOLE
09251A104BDJBLACKROCK ENHANCED EQUIT$5,2710.01%639CommonSOLE
302635206FSKFS KKR CAPITAL CORP$5,1480.01%270CommonSOLE
22160K105COSTCOSTCO WHOLESALE CO$5,1280.01%7CommonSOLE
235851102DHRDANAHER CORP$4,9940.00%20CommonSOLE
31946M103FCNCAFIRST CITIZENS BKSH CLASS A$4,9050.00%3CommonSOLE
03945R102ACHRARCHER AVIATION INC$4,6200.00%1,000CommonSOLE
29273V100ETENERGY TRANSFER L P LP$4,5990.00%292CommonSOLE
80105N105SNYSANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS$4,4220.00%91CommonSOLE
682189105ONON SEMICONDUCTOR CO$4,4130.00%60CommonSOLE
26875P101EOGEOG RESOURCES INC$4,3810.00%34CommonSOLE
336433107FSLRFIRST SOLAR INC COM$4,2200.00%25CommonSOLE
33738E109FIRST TRUST HIGH INCOME$4,2110.00%353CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$4,1610.00%96CommonSOLE
89151E109TTENTOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS$4,1290.00%60CommonSOLE
01609W952PUT ALIBABA GROUP HLDG L$50 EXP 01/17/25$4,0900.00%24PUTSOLE
09260Q108BTXBLACKROCK INVTN AND GRWT$4,0700.00%500CommonSOLE
549498103CCIVGBPLUCID GROUP INC$4,0040.00%1,405CommonSOLE
404280406HSBCHSBC HLDGS PLC SPONS ADR NEW$3,9360.00%100CommonSOLE
67075A106XJPIXNUVEEN PREFERRED AND INC$3,8480.00%200CommonSOLE
72201A103XPMQXPIMCO MUNICIPAL INCOME I$3,7350.00%500CommonSOLE
464286103EWAISHARES INC MSCI AUSTRALIA ETF$3,6990.00%150CommonSOLE
011659109ALKALASKA AIR GROUP INC$3,6540.00%85CommonSOLE
949746101WMT2WELLS FARGO & CO$3,6510.00%63CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP INC COM$3,6060.00%54CommonSOLE
76169C100REXRREXFORD INDL REALTY REIT$3,5990.00%71CommonSOLE
697435105PANWPALO ALTO NETWORKS$3,1250.00%11CommonSOLE
46654Q203JEPQJ P MORGAN NASDAQ EQT PRM INC ETF IV$3,1060.00%57CommonSOLE
20825C104COPCONOCOPHILLIPS$3,0540.00%24CommonSOLE
833445959PUT SNOWFLAKE INC $100 EXP 01/17/25$2,9840.00%6PUTSOLE
88160R951PUT TESLA INC $100 EXP 01/17/25$2,9480.00%7PUTSOLE
844741108LUVSOUTHWEST AIRLINES$2,6270.00%90CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC COM SER A$2,6100.00%299CommonSOLE
863667101SYKSTRYKER CORP$2,5050.00%7CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$2,3060.00%316CommonSOLE
7591EP100RFREGIONS FINL CO$2,2720.00%108CommonSOLE
46090F100PDBCINVSC ACTVLY MNG OPTM YDDVRS ETF IV$2,0660.00%149CommonSOLE
78464A755XMESPDR S&P METALS & MININGETF$1,9890.00%33CommonSOLE
12572Q955PUT CME GROUP INC $180 EXP 01/17/25$1,9620.00%4PUTSOLE
18914F103CLOVCLOVER HEALTH INVTS CO FCLASS A$1,9050.00%2,400CommonSOLE
679295955PUT OKTA INC $100 EXP 06/21/24$1,8750.00%3PUTSOLE
855244959PUT STARBUCKS CORP $60 EXP 01/17/25$1,8620.00%26PUTSOLE
405552100HLNHALEON PLC ADR ISIN#US4055521003$1,6130.00%190CommonSOLE
697435955PUT PALO ALTO NETWORKS $200 EXP 01/17/25$1,3810.00%2PUTSOLE
02079K957PUT ALPHABET INC. $105 EXP 01/17/25$1,3430.00%7PUTSOLE
90138F102TWLOTWILIO INC CLASS A$1,2840.00%21CommonSOLE
15673X200CEPTON INC$1,2510.00%450CommonSOLE
929740108WABWABTEC COM$1,1650.00%8CommonSOLE
24703L952PUT DELL TECHNOLOGIES IN$55 EXP 01/17/25$1,1410.00%24PUTSOLE
007903957PUT ADVANCED MICRO DEVIC$110 EXP 01/17/25$1,0500.00%13PUTSOLE
771049103RBLXROBLOX CORP CLASS A$9540.00%25CommonSOLE
707569109PENNPENN ENTMT INC$7830.00%43CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL S/M EFF 08/08/2025 1 NEW CU 69932A204 PARAMOUNT SKYDANCE CORP FOR 1 OLD$7650.00%65CommonSOLE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$7230.00%25CommonSOLE
68622V106OGNORGANON & CO COM$6580.00%35CommonSOLE
65339F951PUT NEXTERA ENERGY INC $40 EXP 06/21/24$6560.00%20PUTSOLE
278768106SATSECHOSTAR CORP CL A$6120.00%43CommonSOLE
92556H107PARAAPARAMOUNT GLOBAL S/M EFF 08/08/25 1.5333 NEW CU 69932A204 PARAMOUNT SKYDANCE CORP FOR 1 OLD$4800.00%22CommonSOLE
15961R105CHARGEPOINT HOLDINGS INCCLASS A$4750.00%250CommonSOLE
031162950PUT AMGEN INC. $210 EXP 01/17/25$4700.00%2PUTSOLE
31620R953PUT FIDELITY NATL INFO $40 EXP 01/17/25$4670.00%10PUTSOLE
674599955PUT OCCIDENTAL PETROL CO$40 EXP 06/21/24$4260.00%20PUTSOLE
G5960L953PUT MEDTRONIC PLC $60 EXP 01/17/25$3960.00%9PUTSOLE
023135956PUT AMAZON.COM INC $100 EXP 01/17/25$3860.00%4PUTSOLE
N6596X959PUT NXP SEMICONDUCTORS $130 EXP 01/17/25$3540.00%3PUTSOLE
254687956PUT WALT DISNEY CO $85 EXP 01/17/25$3280.00%3PUTSOLE
60255C885BRD1EURMIND MEDICINE MINDMED F$3100.00%33CommonSOLE
92556V106VTRSVIATRIS INC COM$2860.00%24CommonSOLE
693475955PUT PNC FINL SERVICES $100 EXP 01/17/25$2800.00%2PUTSOLE
097023955PUT BOEING CO $125 EXP 01/17/25$2540.00%2PUTSOLE
969457950PUT WILLIAMS COS INC $28 EXP 01/17/25$2450.00%7PUTSOLE
H8817H100RIGTRANSOCEAN INC NEW F$2440.00%39CommonSOLE
580135951PUT MCDONALDS CORP $245 EXP 06/21/24$2380.00%3PUTSOLE
92939U956PUT W E C ENERGY GROUP I$65 EXP 10/18/24$2300.00%4PUTSOLE
138035704CGCCANOPY GROWTH CORP F$2240.00%26CommonSOLE
30231G952PUT EXXON MOBIL CORP $65 EXP 01/17/25$1820.00%18PUTSOLE
92766K106IPOAGBPVIRGIN GALACTIC HLDGS INCLASS A$1620.00%110CommonSOLE
70450Y953PUT PAYPAL HOLDINGS INCO$45 EXP 08/16/24$1510.00%3PUTSOLE
459200951PUT IBM CORP $100 EXP 06/21/24$1240.00%10PUTSOLE
12621E103CNOCNO FINL GROUP$1090.00%4CommonSOLE
03027X950PUT AMERN TOWER CORP $145 EXP 06/21/24$1020.00%3PUTSOLE
G51502955PUT JOHNSON CONTROLS INT$45 EXP 04/19/24$720.00%12PUTSOLE
00287Y959PUT ABBVIE INC $100 EXP 06/21/24$710.00%5PUTSOLE
808513955PUT CHARLES SCHWAB CORP $35 EXP 06/21/24$430.00%10PUTSOLE
166764950PUT CHEVRON CORP $100 EXP 09/20/24$200.00%2PUTSOLE
126650950PUT CVS HEALTH CORP $50 EXP 06/21/24$150.00%20PUTSOLE
7591EP950PUT REGIONS FINL CO $15 EXP 05/17/24$110.00%3PUTSOLE
L8681T952PUT SPOTIFY TECHNOLOGY $95 EXP 06/21/24$60.00%1PUTSOLE
684023500OGENGBPORAGENICS INC$40.00%3CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.