MondegarAI
WRAPMANAGER INC

Q4 2024 · 13F-HR

WRAPMANAGER INCholdings as filed

Filed 2025-02-04 · accession 0001085146-25-000753

$390.9M
Reported value
222
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287226AGGISHARES TR$20.1M5.13%207,022CommonNONE
78464A375SPIBSPDR SER TR$18.9M4.85%578,200CommonNONE
78464A409SPYGSPDR SER TR$14.3M3.65%162,335CommonNONE
037833100AAPLAPPLE INC$13.6M3.49%54,402CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$12.7M3.24%370,880CommonNONE
594918104MSFTMICROSOFT CORP$12.2M3.13%29,043CommonNONE
67066G104NVDANVIDIA CORPORATION$11.3M2.89%83,994CommonNONE
023135106AMZNAMAZON COM INC$11.1M2.85%50,707CommonNONE
78464A508SPYVSPDR SER TR$10.7M2.73%208,554CommonNONE
78464A474SPSBSPDR SER TR$10.7M2.73%356,851CommonNONE
78464A847SPMDSPDR SER TR$10.4M2.65%189,283CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$8.2M2.11%214,551CommonNONE
78468R853SPSMSPDR SER TR$7.9M2.03%176,623CommonNONE
46435G516ESGDISHARES TR$7.4M1.89%96,914CommonNONE
92189F437ANGLVANECK ETF TRUST$7.3M1.88%255,857CommonNONE
464288661IEIISHARES TR$6.8M1.74%58,904CommonNONE
464287507IJHISHARES TR$6.3M1.60%100,347CommonNONE
30303M102METAMETA PLATFORMS INC$4.9M1.26%8,429CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$4.7M1.21%207,575CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.7M1.20%19,615CommonNONE
11135F101AVGOBROADCOM INC$4.7M1.19%20,133CommonNONE
02079K107GOOGALPHABET INC$4.6M1.17%24,040CommonNONE
46435U663ESMLISHARES TR$4.5M1.16%107,943CommonNONE
88160R101TSLATESLA INC$4.4M1.12%10,865CommonNONE
46434G863ESGEISHARES INC$3.7M0.94%109,922CommonNONE
02079K305GOOGLALPHABET INC$3.6M0.93%19,165CommonNONE
46429B291QLTAISHARES TR$3.4M0.88%73,212CommonNONE
46436E726IBDVISHARES TR$3.3M0.85%155,866CommonNONE
46434VBD1IBDQISHARES TR$3.3M0.84%131,234CommonNONE
46435GAA0IBDRISHARES TR$3.3M0.84%136,511CommonNONE
46435UAA9IBDSISHARES TR$3.3M0.84%136,809CommonNONE
46436E486IBDWISHARES TR$3.3M0.83%160,004CommonNONE
46435U515IBDTISHARES TR$3.2M0.83%129,790CommonNONE
46436E205IBDUISHARES TR$3.2M0.83%141,695CommonNONE
92826C839VVISA INC$3.1M0.80%9,932CommonNONE
464288281EMBISHARES TR$3.1M0.78%34,397CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.7M0.70%5,195CommonNONE
46429B655FLOTISHARES TR$2.7M0.70%53,483CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M0.67%5,771CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.5M0.63%4,872CommonNONE
64110L106NFLXNETFLIX INC$2.4M0.61%2,683CommonNONE
060505104BACBANK AMERICA CORP$2.4M0.61%54,235CommonNONE
532457108LLYELI LILLY & CO$2.3M0.59%2,976CommonNONE
78468R101SPTSSPDR SER TR$2.3M0.59%79,135CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.3M0.58%32,391CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$2.3M0.58%86,703CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.2M0.57%6,355CommonNONE
437076102HDHOME DEPOT INC$2.2M0.56%5,583CommonNONE
00287Y109ABBVABBVIE INC$2.0M0.52%11,496CommonNONE
438516106HONHONEYWELL INTL INC$2.0M0.50%8,706CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.0M0.50%11,658CommonNONE
002824100ABTABBOTT LABS$1.9M0.48%16,740CommonNONE
149123101CATCATERPILLAR INC$1.7M0.44%4,723CommonNONE
17275R102CSCOCISCO SYS INC$1.7M0.43%28,341CommonNONE
81762P102NOWSERVICENOW INC$1.6M0.41%1,525CommonNONE
68389X105ORCLORACLE CORP$1.6M0.41%9,685CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.39%10,663CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.5M0.39%37,635CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.5M0.38%12,400CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.37%13,496CommonNONE
369604301GEGE AEROSPACE$1.4M0.36%8,481CommonNONE
00724F101ADBEADOBE INC$1.4M0.35%3,120CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.3M0.34%1,436CommonNONE
931142103WMTWALMART INC$1.3M0.33%14,467CommonNONE
580135101MCDMCDONALDS CORP$1.3M0.33%4,500CommonNONE
79466L302CRMSALESFORCE INC$1.3M0.32%3,786CommonNONE
82509L107SHOPSHOPIFY INC$1.2M0.31%11,226CommonNONE
922908736VUGVANGUARD INDEX FDS$1.2M0.29%2,807CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M0.29%7,782CommonNONE
713448108PEPPEPSICO INC$1.1M0.29%7,369CommonNONE
46436E528IBHFISHARES TR$1.1M0.28%46,676CommonNONE
46436E379IBHIISHARES TR$1.1M0.28%45,871CommonNONE
46436E122IBHJISHARES TR$1.1M0.27%41,281CommonNONE
46436E478IBHGISHARES TR$1.1M0.27%48,269CommonNONE
46436E387IBHHISHARES TR$1.1M0.27%45,890CommonNONE
46435U168IBHEISHARES TR$1.1M0.27%46,136CommonNONE
46438G661IBHKISHARES TR$1.0M0.27%41,360CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.0M0.26%1,953CommonNONE
031162100AMGNAMGEN INC$979,7460.25%3,759CommonNONE
191216100KOCOCA COLA CO$972,9370.25%15,626CommonNONE
922908744VTVVANGUARD INDEX FDS$948,5880.24%5,603CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$927,0230.24%4,217CommonNONE
375558103GILDGILEAD SCIENCES INC$865,3220.22%9,368CommonNONE
922908595VBKVANGUARD INDEX FDS$855,0230.22%3,053CommonNONE
55354G100MSCIMSCI INC$853,2140.22%1,422CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$824,7300.21%2,048CommonNONE
922908611VBRVANGUARD INDEX FDS$814,7180.21%4,111CommonNONE
052769106ADSKAUTODESK INC$787,3980.20%2,664CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$760,5830.19%3,617CommonNONE
922908538VOTVANGUARD INDEX FDS$759,7280.19%2,994CommonNONE
98978V103ZTSZOETIS INC$759,5800.19%4,662CommonNONE
58933Y105MRKMERCK & CO INC$756,3960.19%7,603CommonNONE
78464A300SLYVSPDR SER TR$754,0150.19%8,642CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$740,5440.19%3,840CommonNONE
922908512VOEVANGUARD INDEX FDS$738,9650.19%4,568CommonNONE
009066101ABNBAIRBNB INC$738,1300.19%5,617CommonNONE
46436E767USXFISHARES TR$729,6410.19%14,675CommonNONE
G54950103LINLINDE PLC$708,8080.18%1,693CommonNONE
78468R788SPYDSPDR SER TR$702,6070.18%16,249CommonNONE
254687106DISDISNEY WALT CO$700,5040.18%6,291CommonNONE
670100205NVONOVO-NORDISK A S$685,9230.18%7,974CommonNONE
78464A201SLYGSPDR SER TR$654,5860.17%7,245CommonNONE
98138H101WDAYWORKDAY INC$639,6560.16%2,479CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$633,5440.16%5,245CommonNONE
902973304USBUS BANCORP DEL$632,8390.16%13,231CommonNONE
78464A839MDYVSPDR SER TR$617,5400.16%7,700CommonNONE
443573100HUBSHUBSPOT INC$611,7640.16%878CommonNONE
803054204SAPSAP SE$608,1390.16%2,470CommonNONE
464287598IWDISHARES TR$601,6730.15%3,250CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$586,4620.15%1,714CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$581,0110.15%5,502CommonNONE
20030N101CMCSACOMCAST CORP NEW$564,3760.14%15,038CommonNONE
78464A821MDYGSPDR SER TR$564,1770.14%6,493CommonNONE
882508104TXNTEXAS INSTRS INC$546,0290.14%2,912CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$538,4630.14%1,897CommonNONE
747525103QCOMQUALCOMM INC$533,9830.14%3,476CommonNONE
29250N105ENBENBRIDGE INC$515,2700.13%12,144CommonNONE
921909768VXUSVANGUARD STAR FDS$513,9290.13%8,721CommonNONE
780259305SHELSHELL PLC$494,6840.13%7,896CommonNONE
G87052109TELTE CONNECTIVITY PLC$466,7970.12%3,265CommonNONE
872540109TJXTJX COS INC NEW$465,4810.12%3,853CommonNONE
29444U700EQIXEQUINIX INC$446,9300.11%474CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$440,6660.11%5,583CommonNONE
366651107ITGARTNER INC$437,4760.11%903CommonNONE
399909100GGALGRUPO FINANCIERO GALICIA S.A$419,7880.11%6,736CommonNONE
384802104GWWGRAINGER W W INC$408,9710.10%388CommonNONE
92206C623VTWGVANGUARD SCOTTSDALE FDS$405,9900.10%1,932CommonNONE
235851102DHRDANAHER CORPORATION$396,6620.10%1,728CommonNONE
984245100YPFYPF SOCIEDAD ANONIMA$390,0290.10%9,175CommonNONE
05961W105BMABANCO MACRO SA$385,4920.10%3,984CommonNONE
046353108AZNNASTRAZENECA PLC$382,0100.10%5,830CommonNONE
46435U259IBMOISHARES TR$381,2640.10%14,975CommonNONE
46436E163IBMRISHARES TR$381,2200.10%15,261CommonNONE
46435U432ISHARES TR$380,7540.10%14,306CommonNONE
46435U283IBMPISHARES TR$379,6390.10%15,101CommonNONE
46438G687IBMSISHARES TR$379,1310.10%14,947CommonNONE
46435U325IBMQISHARES TR$377,9270.10%15,009CommonNONE
26614N102DDDUPONT DE NEMOURS INC$368,5930.09%4,834CommonNONE
20825C104COPCONOCOPHILLIPS$365,0450.09%3,681CommonNONE
697435105PANWPALO ALTO NETWORKS INC$363,3740.09%1,997CommonNONE
78468R408SJNKSPDR SER TR$358,7270.09%14,207CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$350,8420.09%6,203CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$350,2350.09%671CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$348,0390.09%1,698CommonNONE
46435U853USHYISHARES TR$347,9970.09%9,459CommonNONE
89151E109TTENTOTALENERGIES SE$345,3120.09%6,336CommonNONE
464287101OEFISHARES TR$344,3090.09%1,192CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$340,0920.09%2,697CommonNONE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$335,8530.09%28,632CommonNONE
78464A805SPTMSPDR SER TR$334,5070.09%4,683CommonNONE
617446448MSMORGAN STANLEY$334,4150.09%2,660CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$331,0460.08%1,870CommonNONE
032654105ADIANALOG DEVICES INC$323,5770.08%1,523CommonNONE
46436E759DMXFISHARES TR$323,4880.08%5,006CommonNONE
697660207PAMPAMPA ENERGIA S A$319,2220.08%3,630CommonNONE
892356106TSCOTRACTOR SUPPLY CO$318,7840.08%6,008CommonNONE
296315104ESEESCO TECHNOLOGIES INC$316,6400.08%2,377CommonNONE
172908105CTASCINTAS CORP$310,2250.08%1,698CommonNONE
98389B100XELXCEL ENERGY INC$308,7010.08%4,572CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$303,9720.08%5,041CommonNONE
46436E551XJHISHARES TR$303,3530.08%7,251CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$297,3930.08%1,279CommonNONE
92337F107VCYTVERACYTE INC$293,3570.08%7,408CommonNONE
42328H109HLIOHELIOS TECHNOLOGIES INC$290,2490.07%6,502CommonNONE
88557W101QFINQIFU TECHNOLOGY INC$289,9230.07%7,554CommonNONE
75513E101RTXRTX CORPORATION$285,8280.07%2,470CommonNONE
92537N108VRTVERTIV HOLDINGS CO$281,7530.07%2,480CommonNONE
29082A107EMBJEMBRAER S.A.$279,5750.07%7,622CommonNONE
46434V407SHYGISHARES TR$279,5220.07%6,560CommonNONE
26701L100BROSDUTCH BROS INC$279,3430.07%5,333CommonNONE
78409V104SPGIS&P GLOBAL INC$277,9010.07%558CommonNONE
826919102SLABSILICON LABORATORIES INC$277,7560.07%2,236CommonNONE
258278100DORMDORMAN PRODS INC$276,4600.07%2,134CommonNONE
464288877EFVISHARES TR$273,7360.07%5,217CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$266,7640.07%2,476CommonNONE
477839104JBTMJOHN BEAN TECHNOLOGIES CORP$263,2240.07%2,071CommonNONE
464288273SCZISHARES TR$263,1690.07%4,332CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$261,9070.07%22,347CommonNONE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$258,6560.07%7,966CommonNONE
464288885EFGISHARES TR$254,4690.07%2,628CommonNONE
58733R102MELIMERCADOLIBRE INC$253,3660.06%149CommonNONE
09239B109BLBLACKLINE INC$252,0320.06%4,148CommonNONE
87807B107TRPTC ENERGY CORP$251,6810.06%5,409CommonNONE
70435P102PAYCOR HCM INC$250,1010.06%13,468CommonNONE
M6191J100FROGJFROG LTD$249,3970.06%8,480CommonNONE
00206R102TAT&T INC$246,8270.06%10,840CommonNONE
92939U106WECWEC ENERGY GROUP INC$244,6920.06%2,602CommonNONE
516544103LNTHLANTHEUS HLDGS INC$242,0790.06%2,706CommonNONE
855244109SBUXSTARBUCKS CORP$237,8980.06%2,607CommonNONE
G0403H108AONAON PLC$237,4050.06%661CommonNONE
03071H100AMSFAMERISAFE INC$237,3420.06%4,605CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$236,5910.06%6,213CommonNONE
G3730V105FTAIFTAI AVIATION LTD$236,0820.06%1,639CommonNONE
46434V464CRBNISHARES TR$235,0180.06%1,214CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$233,4330.06%1,182CommonNONE
25243Q205DEODIAGEO PLC$232,2670.06%1,827CommonNONE
358039105FRPTFRESHPET INC$231,7920.06%1,565CommonNONE
29364G103ETRENTERGY CORP NEW$228,5210.06%3,014CommonNONE
46435G474FALNISHARES TR$227,3290.06%8,511CommonNONE
72352L106PINSPINTEREST INC$226,2580.06%7,802CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$225,5290.06%1,587CommonNONE
063671101BMOBANK MONTREAL QUE$224,1860.06%2,310CommonNONE
H42097107UBSUBS GROUP AG$222,7610.06%7,347CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$215,8080.06%3,763CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$211,6700.05%14,608CommonNONE
636274409NGGNATIONAL GRID PLC$210,1090.05%3,536CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$209,8230.05%2,275CommonNONE
925050106VRNAVERONA PHARMA PLC$206,5650.05%4,448CommonNONE
640491106NEOGNEOGEN CORP$206,4650.05%17,007CommonNONE
02081G201ATECALPHATEC HLDGS INC$205,2280.05%22,356CommonNONE
759530108RELXRELX PLC$202,8000.05%4,465CommonNONE
06738E204BCSBARCLAYS PLC$202,0080.05%15,200CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$201,7190.05%20,753CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$201,5530.05%12,388CommonNONE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$187,4480.05%10,105CommonNONE
04035M102ARHSARHAUS INC$176,6730.05%18,795CommonNONE
413216300HMYHARMONY GOLD MINING CO LTD$167,8860.04%20,449CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$166,8900.04%20,706CommonNONE
91531W106TIGRUP FINTECH HLDG LTD$140,3050.04%21,719CommonNONE
03152W109AM6AMICUS THERAPEUTICS INC$119,9830.03%12,737CommonNONE
405552100HLNHALEON PLC$112,3910.03%11,781CommonNONE
0076CA104AEGAEGON LTD$92,4910.02%15,703CommonNONE

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.