MondegarAI
WRAPMANAGER INC

Q1 2025 · 13F-HR

WRAPMANAGER INCholdings as filed

Filed 2025-05-08 · accession 0001085146-25-002783

$380.5M
Reported value
211
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287226AGGISHARES TR$23.7M6.24%240,056CommonNONE
78464A375SPIBSPDR SER TR$21.5M5.64%645,737CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$14.2M3.74%391,123CommonNONE
78464A409SPYGSPDR SER TR$13.1M3.45%163,084CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$13.1M3.43%331,756CommonNONE
037833100AAPLAPPLE INC$12.2M3.21%54,919CommonNONE
78464A474SPSBSPDR SER TR$11.6M3.05%385,545CommonNONE
594918104MSFTMICROSOFT CORP$10.9M2.86%29,029CommonNONE
78464A508SPYVSPDR SER TR$10.7M2.81%209,210CommonNONE
78464A847SPMDSPDR SER TR$9.9M2.61%194,255CommonNONE
67066G104NVDANVIDIA CORPORATION$9.0M2.36%82,788CommonNONE
023135106AMZNAMAZON COM INC$8.9M2.35%47,021CommonNONE
464288661IEIISHARES TR$8.2M2.14%69,013CommonNONE
46435G516ESGDISHARES TR$8.0M2.10%97,887CommonNONE
92189F437ANGLVANECK ETF TRUST$8.0M2.09%275,783CommonNONE
78468R853SPSMSPDR SER TR$7.3M1.93%180,302CommonNONE
464287507IJHISHARES TR$5.9M1.56%101,610CommonNONE
30303M102METAMETA PLATFORMS INC$4.8M1.26%8,324CommonNONE
46429B291QLTAISHARES TR$4.1M1.07%85,914CommonNONE
46435U663ESMLISHARES TR$4.0M1.04%102,851CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.5M0.92%14,302CommonNONE
02079K107GOOGALPHABET INC$3.5M0.91%22,237CommonNONE
46436E726IBDVISHARES TR$3.5M0.91%159,157CommonNONE
464288281EMBISHARES TR$3.4M0.91%38,060CommonNONE
46436E486IBDWISHARES TR$3.4M0.90%164,178CommonNONE
46435UAA9IBDSISHARES TR$3.4M0.89%139,930CommonNONE
92826C839VVISA INC$3.4M0.89%9,646CommonNONE
46434VBD1IBDQISHARES TR$3.4M0.89%134,182CommonNONE
46435U515IBDTISHARES TR$3.4M0.89%133,375CommonNONE
46436E205IBDUISHARES TR$3.4M0.89%145,651CommonNONE
46435GAA0IBDRISHARES TR$3.4M0.88%138,903CommonNONE
11135F101AVGOBROADCOM INC$3.3M0.86%19,444CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.2M0.85%6,038CommonNONE
88160R101TSLATESLA INC$3.1M0.82%12,034CommonNONE
02079K305GOOGLALPHABET INC$3.1M0.81%19,874CommonNONE
46429B655FLOTISHARES TR$2.9M0.77%57,330CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.7M0.72%4,973CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$2.7M0.71%101,265CommonNONE
78468R101SPTSSPDR SER TR$2.7M0.71%92,243CommonNONE
532457108LLYELI LILLY & CO$2.6M0.68%3,117CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.4M0.64%4,671CommonNONE
64110L106NFLXNETFLIX INC$2.2M0.57%2,316CommonNONE
00287Y109ABBVABBVIE INC$2.1M0.56%10,183CommonNONE
002824100ABTABBOTT LABS$2.1M0.54%15,577CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.1M0.54%28,581CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.0M0.53%11,778CommonNONE
437076102HDHOME DEPOT INC$1.9M0.49%5,090CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.8M0.49%5,923CommonNONE
478160104JNJJOHNSON & JOHNSON$1.8M0.47%10,854CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.8M0.47%11,221CommonNONE
30231G102XOMEXXON MOBIL CORP$1.7M0.44%14,161CommonNONE
369604301GEGE AEROSPACE$1.6M0.43%8,088CommonNONE
060505104BACBANK AMERICA CORP$1.5M0.40%36,815CommonNONE
75513E101RTXRTX CORPORATION$1.5M0.39%11,129CommonNONE
438516106HONHONEYWELL INTL INC$1.4M0.37%6,714CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M0.37%1,481CommonNONE
580135101MCDMCDONALDS CORP$1.4M0.36%4,387CommonNONE
931142103WMTWALMART INC$1.3M0.34%14,838CommonNONE
68389X105ORCLORACLE CORP$1.3M0.34%9,294CommonNONE
166764100CVXCHEVRON CORP NEW$1.3M0.34%7,735CommonNONE
149123101CATCATERPILLAR INC$1.2M0.31%3,590CommonNONE
191216100KOCOCA COLA CO$1.2M0.31%16,496CommonNONE
713448108PEPPEPSICO INC$1.2M0.30%7,721CommonNONE
00724F101ADBEADOBE INC$1.1M0.30%2,942CommonNONE
46436E528IBHFISHARES TR$1.1M0.30%48,389CommonNONE
46436E122IBHJISHARES TR$1.1M0.29%42,889CommonNONE
46436E478IBHGISHARES TR$1.1M0.29%50,111CommonNONE
46435U168IBHEISHARES TR$1.1M0.29%47,934CommonNONE
46436E387IBHHISHARES TR$1.1M0.29%47,647CommonNONE
46436E379IBHIISHARES TR$1.1M0.29%47,729CommonNONE
46438G661IBHKISHARES TR$1.1M0.29%42,791CommonNONE
17275R102CSCOCISCO SYS INC$1.1M0.28%17,329CommonNONE
79466L302CRMSALESFORCE INC$1.0M0.27%3,835CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.27%22,309CommonNONE
031162100AMGNAMGEN INC$1.0M0.26%3,213CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$998,8670.26%4,017CommonNONE
922908736VUGVANGUARD INDEX FDS$994,1680.26%2,681CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$932,0050.24%1,873CommonNONE
922908744VTVVANGUARD INDEX FDS$929,1680.24%5,379CommonNONE
81762P102NOWSERVICENOW INC$917,9490.24%1,153CommonNONE
00206R102TAT&T INC$902,6130.24%31,917CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$893,5230.23%1,843CommonNONE
82509L107SHOPSHOPIFY INC$883,5720.23%9,254CommonNONE
65339F101NEENEXTERA ENERGY INC$876,9090.23%12,370CommonNONE
G54950103LINLINDE PLC$804,1600.21%1,727CommonNONE
375558103GILDGILEAD SCIENCES INC$789,5040.21%7,046CommonNONE
922908595VBKVANGUARD INDEX FDS$767,8990.20%3,050CommonNONE
922908611VBRVANGUARD INDEX FDS$765,2790.20%4,108CommonNONE
20825C104COPCONOCOPHILLIPS$749,3180.20%7,135CommonNONE
922908512VOEVANGUARD INDEX FDS$731,0990.19%4,554CommonNONE
922908538VOTVANGUARD INDEX FDS$729,2720.19%2,981CommonNONE
55354G100MSCIMSCI INC$723,8400.19%1,280CommonNONE
58933Y105MRKMERCK & CO INC$714,2650.19%7,957CommonNONE
78464A300SLYVSPDR SER TR$678,0030.18%8,648CommonNONE
617446448MSMORGAN STANLEY$675,7530.18%5,792CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$674,6060.18%3,223CommonNONE
98978V103ZTSZOETIS INC$649,0500.17%3,942CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$639,8590.17%6,063CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$615,1230.16%1,126CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$613,8370.16%1,778CommonNONE
009066101ABNBAIRBNB INC$606,9760.16%5,081CommonNONE
78464A201SLYGSPDR SER TR$601,3350.16%7,245CommonNONE
717081103PFEPFIZER INC$600,7240.16%23,706CommonNONE
464287598IWDISHARES TR$594,7740.16%3,161CommonNONE
254687106DISDISNEY WALT CO$593,8840.16%6,017CommonNONE
78464A839MDYVSPDR SER TR$591,7440.16%7,680CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$587,4230.15%3,342CommonNONE
052769106ADSKAUTODESK INC$584,0760.15%2,231CommonNONE
461202103INTUINTUIT$578,9930.15%943CommonNONE
747525103QCOMQUALCOMM INC$563,4410.15%3,668CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$547,3990.14%5,328CommonNONE
780259305SHELSHELL PLC$546,0830.14%7,452CommonNONE
803054204SAPSAP SE$544,9330.14%2,030CommonNONE
882508104TXNTEXAS INSTRS INC$537,6620.14%2,992CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$527,8120.14%1,497CommonNONE
78464A821MDYGSPDR SER TR$514,8210.14%6,479CommonNONE
670100205NVONOVO-NORDISK A S$497,4680.13%7,164CommonNONE
G0403H108AONAON PLC$494,8720.13%1,240CommonNONE
20030N101CMCSACOMCAST CORP NEW$480,4380.13%13,020CommonNONE
98138H101WDAYWORKDAY INC$475,7010.13%2,037CommonNONE
025816109AXPAMERICAN EXPRESS CO$473,4770.12%1,759CommonNONE
548661107LOWLOWES COS INC$468,7920.12%2,010CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$463,5070.12%7,648CommonNONE
902973304USBUS BANCORP DEL$458,2560.12%10,854CommonNONE
872540109TJXTJX COS INC NEW$435,9220.11%3,579CommonNONE
443573100HUBSHUBSPOT INC$427,8960.11%749CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$411,8460.11%5,141CommonNONE
46436E767USXFISHARES TR$403,5090.11%8,646CommonNONE
89151E109TTENTOTALENERGIES SE$403,0190.11%6,230CommonNONE
046353108AZNNASTRAZENECA PLC$395,4620.10%5,380CommonNONE
46434G863ESGEISHARES INC$377,6700.10%10,806CommonNONE
46435U259IBMOISHARES TR$371,0030.10%14,515CommonNONE
46435U432ISHARES TR$370,9690.10%13,868CommonNONE
46436E163IBMRISHARES TR$370,4420.10%14,794CommonNONE
46435U283IBMPISHARES TR$370,0490.10%14,638CommonNONE
46438G687IBMSISHARES TR$368,0460.10%14,490CommonNONE
46435U325IBMQISHARES TR$367,9440.10%14,549CommonNONE
29250N105ENBENBRIDGE INC$367,3740.10%8,291CommonNONE
235851102DHRDANAHER CORPORATION$367,3600.10%1,792CommonNONE
29444U700EQIXEQUINIX INC$358,7540.09%440CommonNONE
855244109SBUXSTARBUCKS CORP$354,4090.09%3,613CommonNONE
G87052109TELTE CONNECTIVITY PLC$354,0070.09%2,505CommonNONE
78468R408SJNKSPDR SER TR$353,7500.09%14,060CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$352,4080.09%1,613CommonNONE
172908105CTASCINTAS CORP$343,2350.09%1,670CommonNONE
384802104GWWGRAINGER W W INC$340,8010.09%345CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$335,7930.09%678CommonNONE
46435U853USHYISHARES TR$333,3150.09%9,055CommonNONE
366651107ITGARTNER INC$332,4340.09%792CommonNONE
26614N102DDDUPONT DE NEMOURS INC$322,1700.08%4,314CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$316,6600.08%5,192CommonNONE
399909100GGALGRUPO FINANCIERO GALICIA S.A$313,6930.08%5,759CommonNONE
697435105PANWPALO ALTO NETWORKS INC$311,5890.08%1,826CommonNONE
296315104ESEESCO TECHNOLOGIES INC$304,2370.08%1,912CommonNONE
58733R102MELIMERCADOLIBRE INC$302,3850.08%155CommonNONE
29082A107EMBJEMBRAER S.A.$301,4550.08%6,525CommonNONE
88557W101QFINQIFU TECHNOLOGY INC$300,8520.08%6,699CommonNONE
46435G425ESGUISHARES TR$298,5580.08%2,449CommonNONE
80105N105SNYSANOFI$292,9950.08%5,283CommonNONE
464288570DSIISHARES TR$290,6400.08%2,838CommonNONE
032654105ADIANALOG DEVICES INC$287,7830.08%1,427CommonNONE
46434V407SHYGISHARES TR$287,2650.08%6,756CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$284,1040.07%2,583CommonNONE
98389B100XELXCEL ENERGY INC$282,8770.07%3,996CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$278,4580.07%2,283CommonNONE
78409V104SPGIS&P GLOBAL INC$278,4390.07%548CommonNONE
636274409NGGNATIONAL GRID PLC$276,6770.07%4,217CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$270,6100.07%19,854CommonNONE
413216300HMYHARMONY GOLD MINING CO LTD$270,4530.07%18,311CommonNONE
05961W105BMABANCO MACRO SA$263,9830.07%3,496CommonNONE
984245100YPFYPF SOCIEDAD ANONIMA$260,6630.07%7,439CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$260,3790.07%1,776CommonNONE
921909768VXUSVANGUARD STAR FDS$259,7640.07%4,183CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$255,8240.07%18,783CommonNONE
464288877EFVISHARES TR$251,7330.07%4,271CommonNONE
92939U106WECWEC ENERGY GROUP INC$248,9100.07%2,284CommonNONE
516544103LNTHLANTHEUS HLDGS INC$248,0990.07%2,542CommonNONE
697660207PAMPAMPA ENERGIA S A$247,8890.07%3,211CommonNONE
892356106TSCOTRACTOR SUPPLY CO$247,2890.06%4,488CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$244,8850.06%1,186CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$238,7990.06%4,756CommonNONE
925050106VRNAVERONA PHARMA PLC$234,5960.06%3,695CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$234,4290.06%6,192CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$228,7570.06%1,497CommonNONE
464288273SCZISHARES TR$224,7690.06%3,538CommonNONE
46435G474FALNISHARES TR$224,2320.06%8,370CommonNONE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$222,1230.06%7,753CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$221,0530.06%2,023CommonNONE
842587107SOSOUTHERN CO$220,0360.06%2,393CommonNONE
26701L100BROSDUTCH BROS INC$219,5470.06%3,556CommonNONE
M6191J100FROGJFROG LTD$219,0080.06%6,844CommonNONE
72352L106PINSPINTEREST INC$216,0700.06%6,970CommonNONE
464288885EFGISHARES TR$212,9000.06%2,129CommonNONE
22160N109CSGPCOSTAR GROUP INC$212,3360.06%2,680CommonNONE
06738E204BCSBARCLAYS PLC$212,0450.06%13,805CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$209,1050.05%3,277CommonNONE
258278100DORMDORMAN PRODS INC$208,6550.05%1,731CommonNONE
29364G103ETRENTERGY CORP NEW$208,2540.05%2,436CommonNONE
87807B107TRPTC ENERGY CORP$206,6380.05%4,377CommonNONE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$206,5610.05%22,875CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$206,3140.05%13,345CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$172,7650.05%11,510CommonNONE
02081G201ATECALPHATEC HLDGS INC$160,3030.04%15,809CommonNONE
90138A103VNETVNET GROUP INC$153,7830.04%18,754CommonNONE
91531W106TIGRUP FINTECH HLDG LTD$143,3500.04%16,688CommonNONE
04035M102ARHSARHAUS INC$140,2880.04%16,125CommonNONE
405552100HLNHALEON PLC$138,3700.04%13,447CommonNONE
03152W109AM6AMICUS THERAPEUTICS INC$128,0300.03%15,690CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$123,3300.03%15,893CommonNONE
640491106NEOGNEOGEN CORP$112,1120.03%12,931CommonNONE
0076CA104AEGAEGON LTD$70,1110.02%10,639CommonNONE

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.