MondegarAI
WRAPMANAGER INC

Q3 2024 · 13F-HR

WRAPMANAGER INCholdings as filed

Filed 2024-11-07 · accession 0001085146-24-005425

$386.7M
Reported value
237
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287226AGGISHARES TR$20.1M5.21%198,800CommonNONE
78464A375SPIBSPDR SER TR$18.4M4.76%546,592CommonNONE
78464A409SPYGSPDR SER TR$13.4M3.47%161,640CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$12.7M3.29%338,636CommonNONE
037833100AAPLAPPLE INC$12.3M3.18%52,810CommonNONE
594918104MSFTMICROSOFT CORP$12.2M3.16%28,358CommonNONE
78464A508SPYVSPDR SER TR$11.0M2.83%207,340CommonNONE
023135106AMZNAMAZON COM INC$9.9M2.57%53,314CommonNONE
67066G104NVDANVIDIA CORPORATION$9.9M2.56%81,569CommonNONE
78464A474SPSBSPDR SER TR$9.7M2.51%320,533CommonNONE
78464A847SPMDSPDR SER TR$9.5M2.47%174,483CommonNONE
46435G516ESGDISHARES TR$8.2M2.13%97,778CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$8.0M2.08%194,914CommonNONE
78468R853SPSMSPDR SER TR$7.1M1.83%155,818CommonNONE
92189F437ANGLVANECK ETF TRUST$7.0M1.81%238,637CommonNONE
464288661IEIISHARES TR$6.5M1.68%54,227CommonNONE
464287507IJHISHARES TR$6.1M1.59%98,435CommonNONE
46434G863ESGEISHARES INC$4.9M1.27%135,056CommonNONE
46435U663ESMLISHARES TR$4.8M1.23%114,009CommonNONE
30303M102METAMETA PLATFORMS INC$4.6M1.19%8,050CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.4M1.13%20,698CommonNONE
02079K107GOOGALPHABET INC$4.2M1.08%25,080CommonNONE
11135F101AVGOBROADCOM INC$3.4M0.89%19,972CommonNONE
46436E726IBDVISHARES TR$3.4M0.89%155,116CommonNONE
46429B291QLTAISHARES TR$3.4M0.87%68,508CommonNONE
464288281EMBISHARES TR$3.3M0.86%35,632CommonNONE
46434VBG4IBDPISHARES TR$3.2M0.83%127,819CommonNONE
46435UAA9IBDSISHARES TR$3.2M0.83%131,952CommonNONE
46434VBD1IBDQISHARES TR$3.2M0.83%127,723CommonNONE
46435GAA0IBDRISHARES TR$3.2M0.83%131,580CommonNONE
46436E205IBDUISHARES TR$3.2M0.83%135,861CommonNONE
46435U515IBDTISHARES TR$3.2M0.82%124,328CommonNONE
02079K305GOOGLALPHABET INC$3.0M0.78%18,261CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.0M0.77%5,065CommonNONE
92826C839VVISA INC$2.8M0.71%10,042CommonNONE
478160104JNJJOHNSON & JOHNSON$2.8M0.71%17,017CommonNONE
88160R101TSLATESLA INC$2.7M0.71%10,462CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.6M0.67%5,276CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.4M0.63%5,289CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.4M0.63%6,865CommonNONE
00287Y109ABBVABBVIE INC$2.4M0.62%12,120CommonNONE
46429B655FLOTISHARES TR$2.3M0.60%45,794CommonNONE
437076102HDHOME DEPOT INC$2.3M0.60%5,716CommonNONE
532457108LLYELI LILLY & CO$2.3M0.58%2,551CommonNONE
060505104BACBANK AMERICA CORP$2.3M0.58%56,946CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$2.2M0.57%79,364CommonNONE
78468R101SPTSSPDR SER TR$2.1M0.55%72,318CommonNONE
002824100ABTABBOTT LABS$2.1M0.54%18,424CommonNONE
64110L106NFLXNETFLIX INC$2.0M0.51%2,779CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.0M0.50%11,274CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.9M0.49%33,844CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.9M0.49%42,452CommonNONE
00724F101ADBEADOBE INC$1.8M0.47%3,545CommonNONE
438516106HONHONEYWELL INTL INC$1.8M0.47%8,796CommonNONE
30231G102XOMEXXON MOBIL CORP$1.8M0.47%15,412CommonNONE
149123101CATCATERPILLAR INC$1.8M0.46%4,511CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.7M0.44%2,781CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.7M0.44%13,978CommonNONE
17275R102CSCOCISCO SYS INC$1.6M0.42%30,868CommonNONE
81762P102NOWSERVICENOW INC$1.6M0.42%1,834CommonNONE
369604301GEGE AEROSPACE$1.6M0.42%8,612CommonNONE
68389X105ORCLORACLE CORP$1.6M0.41%9,214CommonNONE
670100205NVONOVO-NORDISK A S$1.4M0.37%12,083CommonNONE
580135101MCDMCDONALDS CORP$1.4M0.36%4,614CommonNONE
713448108PEPPEPSICO INC$1.4M0.36%8,109CommonNONE
166764100CVXCHEVRON CORP NEW$1.3M0.34%8,913CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.3M0.33%1,436CommonNONE
031162100AMGNAMGEN INC$1.2M0.32%3,856CommonNONE
922908736VUGVANGUARD INDEX FDS$1.2M0.31%3,166CommonNONE
931142103WMTWALMART INC$1.2M0.30%14,258CommonNONE
922908744VTVVANGUARD INDEX FDS$1.1M0.29%6,332CommonNONE
82509L107SHOPSHOPIFY INC$1.1M0.28%13,574CommonNONE
191216100KOCOCA COLA CO$1.1M0.28%15,035CommonNONE
46436E122IBHJISHARES TR$1.1M0.28%39,961CommonNONE
98978V103ZTSZOETIS INC$1.1M0.28%5,482CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.1M0.28%2,293CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$1.1M0.27%9,956CommonNONE
46436E379IBHIISHARES TR$1.0M0.27%43,752CommonNONE
46436E387IBHHISHARES TR$1.0M0.27%43,623CommonNONE
46436E528IBHFISHARES TR$1.0M0.27%44,276CommonNONE
46436E478IBHGISHARES TR$1.0M0.27%45,733CommonNONE
79466L302CRMSALESFORCE INC$1.0M0.27%3,763CommonNONE
46435U168IBHEISHARES TR$1.0M0.27%43,988CommonNONE
46435U184IBHDISHARES TR$1.0M0.26%43,771CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.0M0.26%4,216CommonNONE
55354G100MSCIMSCI INC$1.0M0.26%1,716CommonNONE
20030N101CMCSACOMCAST CORP NEW$917,3110.24%21,961CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$910,6440.24%5,550CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$897,2890.23%3,189CommonNONE
009066101ABNBAIRBNB INC$885,8950.23%6,986CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$843,2860.22%4,562CommonNONE
375558103GILDGILEAD SCIENCES INC$831,4410.21%9,917CommonNONE
052769106ADSKAUTODESK INC$819,8280.21%2,976CommonNONE
922908611VBRVANGUARD INDEX FDS$806,5330.21%4,017CommonNONE
46436E767USXFISHARES TR$804,6180.21%16,394CommonNONE
G54950103LINLINDE PLC$796,8330.21%1,671CommonNONE
922908595VBKVANGUARD INDEX FDS$793,8220.21%2,969CommonNONE
98138H101WDAYWORKDAY INC$786,0230.20%3,216CommonNONE
922908512VOEVANGUARD INDEX FDS$777,4860.20%4,637CommonNONE
58933Y105MRKMERCK & CO INC$767,4950.20%6,758CommonNONE
922908538VOTVANGUARD INDEX FDS$740,3920.19%3,041CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$738,4780.19%2,633CommonNONE
78464A300SLYVSPDR SER TR$729,5480.19%8,403CommonNONE
902973304USBUS BANCORP DEL$695,6450.18%15,212CommonNONE
464287598IWDISHARES TR$658,4160.17%3,469CommonNONE
78464A201SLYGSPDR SER TR$651,3980.17%6,996CommonNONE
803054204SAPSAP SE$623,3810.16%2,721CommonNONE
78464A839MDYVSPDR SER TR$617,0860.16%7,766CommonNONE
G87052109TELTE CONNECTIVITY PLC$578,5940.15%3,832CommonNONE
78464A821MDYGSPDR SER TR$574,4340.15%6,547CommonNONE
882508104TXNTEXAS INSTRS INC$574,0580.15%2,779CommonNONE
461202103INTUINTUIT$572,5620.15%922CommonNONE
366651107ITGARTNER INC$569,0910.15%1,123CommonNONE
780259305SHELSHELL PLC$563,5430.15%8,545CommonNONE
29250N105ENBENBRIDGE INC$560,7430.14%13,808CommonNONE
747525103QCOMQUALCOMM INC$554,5330.14%3,261CommonNONE
443573100HUBSHUBSPOT INC$539,0420.14%1,014CommonNONE
254687106DISDISNEY WALT CO$530,7690.14%5,517CommonNONE
26614N102DDDUPONT DE NEMOURS INC$504,0060.13%5,656CommonNONE
29444U700EQIXEQUINIX INC$479,3200.12%540CommonNONE
872540109TJXTJX COS INC NEW$476,7420.12%4,056CommonNONE
235851102DHRDANAHER CORPORATION$461,2350.12%1,659CommonNONE
384802104GWWGRAINGER W W INC$447,7270.12%431CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$419,5180.11%3,077CommonNONE
20825C104COPCONOCOPHILLIPS$414,2770.11%3,935CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$406,5210.11%5,238CommonNONE
892356106TSCOTRACTOR SUPPLY CO$405,8470.10%1,395CommonNONE
032654105ADIANALOG DEVICES INC$404,4090.10%1,757CommonNONE
80105N105SNYSANOFI$402,3150.10%6,981CommonNONE
296315104ESEESCO TECHNOLOGIES INC$401,9020.10%3,116CommonNONE
46436E759DMXFISHARES TR$401,6950.10%5,576CommonNONE
42328H109HLIOHELIOS TECHNOLOGIES INC$394,4310.10%8,269CommonNONE
46436E163IBMRISHARES TR$389,6150.10%15,285CommonNONE
46435U283IBMPISHARES TR$386,1530.10%15,173CommonNONE
46435U325IBMQISHARES TR$385,5010.10%15,041CommonNONE
46435U259IBMOISHARES TR$384,9020.10%15,003CommonNONE
46435U432ISHARES TR$382,4640.10%14,346CommonNONE
46435U697ISHARES TR$381,1120.10%14,602CommonNONE
25243Q205DEODIAGEO PLC$374,0060.10%2,665CommonNONE
172908105CTASCINTAS CORP$373,8780.10%1,816CommonNONE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$372,8380.10%33,741CommonNONE
046353108AZNNASTRAZENECA PLC$365,6320.09%4,693CommonNONE
636274409NGGNATIONAL GRID PLC$363,1200.09%5,212CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$362,4560.09%2,176CommonNONE
640491106NEOGNEOGEN CORP$359,8680.09%21,408CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$358,9770.09%4,471CommonNONE
855244109SBUXSTARBUCKS CORP$355,2640.09%3,644CommonNONE
697435105PANWPALO ALTO NETWORKS INC$354,7880.09%1,038CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$353,2230.09%719CommonNONE
477839104JBTMJOHN BEAN TECHNOLOGIES CORP$348,4300.09%3,537CommonNONE
46436E551XJHISHARES TR$342,7910.09%8,106CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$341,3530.09%6,838CommonNONE
464288877EFVISHARES TR$339,1970.09%5,896CommonNONE
617446448MSMORGAN STANLEY$338,0500.09%3,243CommonNONE
75513E101RTXRTX CORPORATION$336,9460.09%2,781CommonNONE
464288273SCZISHARES TR$336,8750.09%4,976CommonNONE
58733R102MELIMERCADOLIBRE INC$336,5210.09%164CommonNONE
89151E109TTENTOTALENERGIES SE$334,4090.09%5,175CommonNONE
92337F107VCYTVERACYTE INC$328,7580.09%9,658CommonNONE
46436E742EMXFISHARES TR$323,3760.08%7,980CommonNONE
72352L106PINSPINTEREST INC$322,0490.08%9,949CommonNONE
464288885EFGISHARES TR$321,7660.08%2,989CommonNONE
98389B100XELXCEL ENERGY INC$321,0800.08%4,917CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$319,2660.08%2,769CommonNONE
258278100DORMDORMAN PRODS INC$307,6860.08%2,720CommonNONE
516544103LNTHLANTHEUS HLDGS INC$303,8980.08%2,769CommonNONE
78409V104SPGIS&P GLOBAL INC$299,6400.08%580CommonNONE
399909100GGALGRUPO FINANCIERO GALICIA S.A$297,1970.08%7,061CommonNONE
92939U106WECWEC ENERGY GROUP INC$293,3490.08%3,050CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$291,9080.08%1,293CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$291,1230.08%5,086CommonNONE
984245100YPFYPF SOCIEDAD ANONIMA$290,5130.08%13,697CommonNONE
03071H100AMSFAMERISAFE INC$289,9800.07%6,000CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$287,7000.07%3,000CommonNONE
87807B107TRPTC ENERGY CORP$284,3010.07%5,979CommonNONE
M6191J100FROGJFROG LTD$283,6920.07%9,769CommonNONE
29082A107EMBJEMBRAER S.A.$277,6550.07%7,850CommonNONE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$275,4760.07%8,979CommonNONE
921909768VXUSVANGUARD STAR FDS$274,6270.07%4,242CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$273,0320.07%1,752CommonNONE
G0403H108AONAON PLC$268,4880.07%776CommonNONE
78468R408SJNKSPDR SER TR$268,1610.07%10,414CommonNONE
46434V464CRBNISHARES TR$267,3260.07%1,363CommonNONE
826919102SLABSILICON LABORATORIES INC$261,9970.07%2,267CommonNONE
09239B109BLBLACKLINE INC$261,9150.07%4,750CommonNONE
26701L100BROSDUTCH BROS INC$261,5250.07%8,165CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$260,4070.07%5,033CommonNONE
05961W105BMABANCO MACRO SA$259,9690.07%4,094CommonNONE
70435P102PAYCOR HCM INC$259,4780.07%18,286CommonNONE
29364G103ETRENTERGY CORP NEW$259,2720.07%1,970CommonNONE
756109104OREALTY INCOME CORP$257,9930.07%4,068CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$257,4230.07%2,509CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM$255,7880.07%4,170CommonNONE
G3730V105FTAIFTAI AVIATION LTD$255,7000.07%1,924CommonNONE
70202L102PSNPARSONS CORP DEL$247,3800.06%2,386CommonNONE
00206R102TAT&T INC$245,8280.06%11,174CommonNONE
46435U853USHYISHARES TR$241,9390.06%6,426CommonNONE
H42097107UBSUBS GROUP AG$240,3250.06%7,775CommonNONE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$235,5170.06%8,955CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$235,1560.06%15,997CommonNONE
G4705A100ICLRICON PLC$235,0200.06%818CommonNONE
92537N108VRTVERTIV HOLDINGS CO$231,6130.06%2,328CommonNONE
969457100WMBWILLIAMS COS INC$230,9430.06%5,059CommonNONE
537008104LFUSLITTELFUSE INC$229,1760.06%864CommonNONE
358039105FRPTFRESHPET INC$228,8160.06%1,673CommonNONE
775133101ROGROGERS CORP$227,9410.06%2,017CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$227,1670.06%22,315CommonNONE
737630103PCHPOTLATCHDELTIC CORPORATION$224,9800.06%4,994CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$224,9050.06%1,818CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$221,0670.06%6,151CommonNONE
697660207PAMPAMPA ENERGIA S A$220,9470.06%3,680CommonNONE
03152W109AM6AMICUS THERAPEUTICS INC$220,1250.06%20,611CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$219,3260.06%20,233CommonNONE
842587107SOSOUTHERN CO$217,5140.06%2,412CommonNONE
88557W101QFINQIFU TECHNOLOGY INC$216,3610.06%7,258CommonNONE
759530108RELXRELX PLC$213,6650.06%4,502CommonNONE
02081G201ATECALPHATEC HLDGS INC$213,4980.06%38,399CommonNONE
824348106SHWSHERWIN WILLIAMS CO$212,9720.06%558CommonNONE
002474104AZZAZZ INC$210,2420.05%2,545CommonNONE
89832Q109TFCTRUIST FINL CORP$209,9580.05%4,909CommonNONE
74340W103PLDPROLOGIS INC.$209,4990.05%1,659CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$208,0920.05%1,304CommonNONE
413216300HMYHARMONY GOLD MINING CO LTD$208,0880.05%20,461CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$205,7910.05%1,036CommonNONE
277432100EMNEASTMAN CHEM CO$204,1970.05%1,824CommonNONE
464287614IWFISHARES TR$203,8310.05%543CommonNONE
784117103SEICSEI INVTS CO$203,5570.05%2,942CommonNONE
46434V407SHYGISHARES TR$202,9890.05%4,675CommonNONE
487836108KKELLANOVA$200,4840.05%2,484CommonNONE
06738E204BCSBARCLAYS PLC$180,7800.05%14,879CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$169,4690.04%13,418CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$161,7920.04%16,577CommonNONE
G0250X107AMCRAMCOR PLC$136,4930.04%12,047CommonNONE
88034P109TMETENCENT MUSIC ENTMT GROUP$125,7420.03%10,435CommonNONE
0076CA104AEGAEGON LTD$124,8090.03%19,532CommonNONE
65535H208NMRNOMURA HLDGS INC$124,3040.03%23,813CommonNONE
48138M105JMIAJUMIA TECHNOLOGIES AG$58,1630.02%10,892CommonNONE

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.