MondegarAI
FCA CORP /TX

Q2 2024 · 13F-HR

FCA CORP /TXholdings as filed

Filed 2024-08-13 · accession 0001104659-24-088744

$312.5M
Reported value
182
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92204A702VGTVANGUARD INFO TECH ETF$13.0M4.15%22,501CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED ETF$10.1M3.24%204,735CommonNONE
381430107GSIEGOLDMAN SACHS ACTIVEBETA INT$7.4M2.36%218,697CommonNONE
46138J825BSCPINVESCO BULLETSHARES 2025 CO$6.4M2.06%315,382CommonNONE
46138J791BSCQINVESCO BULLETSHARES 2026 CO$6.0M1.93%315,139CommonNONE
46429B655FLOTISHARES FLOATING RATE BOND E$5.8M1.85%113,108CommonNONE
031162100AMGNAMGEN INC$5.6M1.80%17,969CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT$5.5M1.76%33,420CommonNONE
464287507IJHISHARES CORE S&P MIDCAP ETF$5.3M1.69%90,456CommonNONE
638517102NWLIEURNATIONAL WESTERN LIFE GROU-A$5.2M1.68%10,551CommonNONE
464287622IWBISHARES RUSSELL 1000 ETF$5.1M1.64%17,271CommonNONE
46138J841BSCOINVESCO BULLETSHARES 2024 CO$5.1M1.64%243,192CommonNONE
92206C409VCSHVANGUARD S/T CORP BOND ETF$5.0M1.60%64,742CommonNONE
46138J783BSCRINVESCO BULLETSHARES 2027 CO$4.9M1.58%257,150CommonNONE
006212104ADXADAMS DIVERSIFIED EQUITY$4.9M1.57%228,193CommonNONE
464287325IXJISHARES GLOBAL HEALTHCARE ET$4.9M1.56%52,528CommonNONE
863667101SYKSTRYKER CORP$4.7M1.51%13,859CommonNONE
81369Y308XLPCONSUMER STAPLES SPDR$4.7M1.50%61,075CommonNONE
920253101VMIVALMONT INDUSTRIES$4.4M1.40%15,917CommonNONE
381430503GSLCGOLDMAN ACTIVEBETA US LC ETF$4.3M1.38%40,281CommonNONE
548661107LOWLOWE'S COS INC$4.2M1.35%19,112CommonSOLE
464288273SCZISHARES MSCI EAFE SMALL-CAP$4.1M1.32%66,849CommonNONE
46137V332RSPHINVESCO S&P 500 EQUAL WEIGHT$4.1M1.30%135,270CommonNONE
037833100AAPLAPPLE INC$4.0M1.28%19,045CommonSOLE
126408103CSXCSX CORP$3.9M1.26%117,931CommonNONE
G3223R108EGEVEREST GROUP LTD$3.9M1.25%10,263CommonNONE
95766K109HIOWESTERN ASSET HI INC OPPORT$3.9M1.24%1,019,072CommonNONE
457030104IMKTAINGLES MARKETS INC-CLASS A$3.8M1.21%55,070CommonNONE
464287291IXNISHARES GLOBAL TECH ETF$3.8M1.21%45,485CommonNONE
95790C107GDOWESTERN ASSET GL CORP DEF OP$3.7M1.19%303,541CommonNONE
81369Y407XLYCONSUMER DISCRETIONARY SELT$3.6M1.14%19,481CommonNONE
020002101ALLALLSTATE CORP$3.4M1.10%21,592CommonNONE
46138E263CGWINVESCO S&P GLOBAL WATER IND$3.2M1.02%57,796CommonNONE
N6596X109NXPINXP SEMICONDUCTORS NV$3.2M1.02%11,798CommonNONE
808524771FNDXSCHWAB FNDMNTL US LRG CO ETF$3.1M1.00%46,602CommonNONE
929089100VOYAVOYA FINANCIAL INC$3.0M0.97%42,805CommonNONE
46138G870VRPINVESCO VARIABLE RATE PREFER$3.0M0.96%125,423CommonNONE
02079K107GOOGALPHABET INC-CL C$2.9M0.94%16,055CommonNONE
478160104JNJJOHNSON & JOHNSON$2.9M0.94%20,022CommonNONE
594918104MSFTMICROSOFT CORP$2.8M0.91%6,374CommonSOLE
680223104ORIOLD REPUBLIC INTL CORP$2.8M0.90%91,351CommonNONE
780915104RMTROYCE MICRO-CAP TRUST INC$2.7M0.87%296,801CommonNONE
464287499IWRISHARES RUSSELL MID-CAP ETF$2.7M0.86%32,962CommonNONE
043113208ARTNAARTESIAN RESOURCES CORP-CL A$2.7M0.85%75,944CommonNONE
409735206BTOJOHN HANCOCK FINANCIAL OPP$2.6M0.83%93,089CommonNONE
459200101IBMINTL BUSINESS MACHINES CORP$2.6M0.82%14,815CommonNONE
00548F105PEOADAMS NATURAL RESOURCES FUND$2.5M0.81%106,815CommonNONE
66987V109NVSNOVARTIS AG-SPONSORED ADR$2.5M0.81%23,668CommonNONE
59156R108METMETLIFE INC$2.4M0.78%34,822CommonNONE
90385V107UCTTULTRA CLEAN HOLDINGS INC$2.4M0.78%49,711CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.3M0.73%4,915CommonNONE
47804J107JHMLJOHN HANCOCK MULTI FACT LRG$2.3M0.72%34,835CommonNONE
46138J833BSJOINVESCO BULLETSHARES 2024 HI$2.1M0.68%93,796CommonNONE
83570H108SONOSONOS INC$2.1M0.68%144,000CommonNONE
29362U104ENTGENTEGRIS INC$2.0M0.64%14,869CommonNONE
92204A306VDEVANGUARD ENERGY ETF$1.9M0.60%14,811CommonNONE
02079K305GOOGLALPHABET INC-CL A$1.9M0.60%10,314CommonNONE
023135106AMZNAMAZON.COM INC$1.8M0.57%9,153CommonSOLE
92189F643MOATVANECK MORNINGSTAR WIDE MOAT$1.8M0.57%20,386CommonNONE
78464A474SPSBSPDR PORT SHRT TRM CORP BND$1.7M0.55%57,513CommonNONE
969457100WMBWILLIAMS COS INC$1.7M0.55%40,089CommonNONE
46641Q837JPSTJPMORGAN ULTRA-SHORT INCOME$1.7M0.53%32,972CommonNONE
11135F101AVGOBROADCOM INC$1.7M0.53%1,029CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$1.6M0.53%8,089CommonNONE
729132100PLXSPLEXUS CORP$1.6M0.52%15,609CommonNONE
00764C109AVKADVENT CONVERT & INCOME$1.6M0.51%133,619CommonNONE
67066G104NVDANVIDIA CORP$1.6M0.50%12,702CommonNONE
67073B106JPCNUVEEN PREFERED & INCOME OPP$1.6M0.50%208,944CommonNONE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$1.4M0.46%5,317CommonNONE
126650100CVSCVS HEALTH CORP$1.4M0.44%23,272CommonNONE
81369Y506XLEENERGY SELECT SECTOR SPDR$1.3M0.41%14,177CommonNONE
921946406VYMVANGUARD HIGH DVD YIELD ETF$1.3M0.41%10,854CommonNONE
94106L109WMWASTE MANAGEMENT INC$1.3M0.41%6,011CommonNONE
56064Q107MEGIMAINSTAY CBRE GLOBAL INFRAST$1.3M0.41%99,705CommonNONE
009158106APDAIR PRODUCTS & CHEMICALS INC$1.3M0.41%4,928CommonNONE
747525103QCOMQUALCOMM INC$1.3M0.40%6,328CommonNONE
25434V500DFASDIMENSIONAL US SMALL CAP ETF$1.2M0.39%20,424CommonNONE
46138J452BSJSINVESCO BULLETSHARE 2028 HYC$1.2M0.39%56,110CommonNONE
88579Y101MMM3M CO$1.2M0.38%11,617CommonNONE
92189F593MOTIVANECK MSTAR INT MOAT ETF$1.2M0.38%37,579CommonNONE
72201R833MINTPIMCO ENHANCED SHORT MATURIT$1.2M0.37%11,594CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKE$1.2M0.37%26,636CommonNONE
46138J817BSJPINVESCO BULLETSHARES 2025 HI$1.1M0.36%48,774CommonNONE
46138J635BSJQINVESCO BULLETSHARES 2026 HI$1.1M0.35%47,049CommonNONE
78462F103SPYSPDR S&P 500 ETF TRUST$1.0M0.33%1,896CommonNONE
64110D104NTAPNETAPP INC$1.0M0.33%8,000CommonSOLE
47030M106JAMES HARDIE IND PLC-SP ADR$993,5100.32%31,500CommonSOLE
G87264100TGLSTECNOGLASS INC$985,2340.32%19,634CommonSOLE
858927106STELSTELLAR BANCORP INC$935,0000.30%40,723CommonNONE
00206R102TAT&T INC$922,8920.30%48,294CommonNONE
526107107LIILENNOX INTERNATIONAL INC$909,4660.29%1,700CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$902,0800.29%4,460CommonSOLE
68389X105ORCLORACLE CORP$896,0550.29%6,346CommonNONE
74955L103RGCORGC RESOURCES INC$893,9920.29%43,716CommonNONE
92826C839VVISA INC-CLASS A SHARES$849,0910.27%3,235CommonNONE
46137V282RSPTINVESCO S&P 500 EQUAL WEIGHT$844,2800.27%23,030CommonNONE
398905109GPIGROUP 1 AUTOMOTIVE INC$832,3840.27%2,800CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$818,4750.26%10,449CommonNONE
088606108BHPBHP GROUP LTD-SPON ADR$792,6950.25%13,885CommonNONE
600551204MLRMILLER INDUSTRIES INC/TENN$770,2800.25%14,000CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$769,1390.25%16,189CommonNONE
166764100CVXCHEVRON CORP$767,6140.25%4,907CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$755,0040.24%4,578CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$746,5500.24%1,350CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRST$738,4100.24%1,380CommonNONE
060505104BACBANK OF AMERICA CORP$723,8660.23%18,201CommonNONE
127097103CTRACOTERRA ENERGY INC$709,9550.23%26,620CommonNONE
808524607SCHASCHWAB US SMALL-CAP ETF$705,1360.23%14,861CommonNONE
808524508SCHMSCHWAB US MID CAP ETF$685,7720.22%8,811CommonNONE
68827L101OREUROSISKO GOLD ROYALTIES LTD$676,2190.22%43,403CommonNONE
58933Y105MRKMERCK & CO. INC.$671,1200.21%5,421CommonNONE
826197501SIEGYSIEMENS AG-SPONS ADR$652,7500.21%7,000CommonSOLE
45857P806IHGINTERCONTINENTAL HOTELS-ADR$646,6130.21%6,103CommonSOLE
808524805SCHFSCHWAB INTL EQUITY ETF$627,9250.20%16,344CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$616,1260.20%14,940CommonNONE
046353108AZNNASTRAZENECA PLC-SPONS ADR$584,9250.19%7,500CommonSOLE
670100205NVONOVO-NORDISK A/S-SPONS ADR$570,9600.18%4,000CommonSOLE
23331A109DHIDR HORTON INC$563,7200.18%4,000CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO SUR-ADR$539,1360.17%1,800CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$515,2560.16%2,400CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$514,6400.16%8,000CommonSOLE
02475L105AMBZAMERICAN BUSINESS BANK$494,5170.16%16,219CommonNONE
25179M103DVNDEVON ENERGY CORP$483,3890.15%10,198CommonNONE
526057104LENLENNAR CORP-A$479,5840.15%3,200CommonSOLE
30303M102METAMETA PLATFORMS INC-CLASS A$479,0090.15%950CommonNONE
254687106DISWALT DISNEY CO/THE$467,6130.15%4,710CommonNONE
653656108NICENICE LTD - SPON ADR$464,3190.15%2,700CommonSOLE
41068X100HASIHA SUSTAINABLE INFRASTRUCTUR$449,9200.14%15,200CommonSOLE
053332102AZOAUTOZONE INC$423,8660.14%143CommonNONE
78468R556XOPSPDR S&P OIL & GAS EXP & PR$420,8780.13%2,893CommonNONE
771195104RHHBYROCHE HOLDINGS LTD-SPONS ADR$416,0400.13%12,000CommonSOLE
149123101CATCATERPILLAR INC$399,7200.13%1,200CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH$395,4930.13%1,085CommonNONE
464288158SUBISHARES SHORT-TERM NATIONAL$385,7900.12%3,690CommonNONE
904767704UNILEVER PLC-SPONSORED ADR$384,9300.12%7,000CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$383,6880.12%3,600CommonSOLE
62944T105NVRNVR INC$379,4280.12%50CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$374,7430.12%1,570CommonNONE
82510E209SRGHYSHOPRITE HOLDINGS-SPN ADR$373,9200.12%24,000CommonSOLE
37636X101GJENSIDIGE FORSIKRING-UN ADR$359,6000.12%20,000CommonSOLE
25243Q205DEODIAGEO PLC-SPONSORED ADR$353,0240.11%2,800CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$347,6200.11%2,000CommonSOLE
458140100INTCINTEL CORP$342,8690.11%11,071CommonNONE
835699307SONYSONY GROUP CORP - SP ADR$339,8000.11%4,000CommonSOLE
46429B697USMVISHARES MSCI USA MIN VOL FAC$335,5540.11%3,997CommonNONE
86614U1007SUSUMMIT MATERIALS INC -CL A$317,7750.10%8,680CommonSOLE
87873R101TTNDYTECHTRONIC INDUSTRIES-SP ADR$314,3800.10%5,500CommonSOLE
30231G102XOMEXXON MOBIL CORP$288,3680.09%2,505CommonNONE
P31076105CPACOPA HOLDINGS SA-CLASS A$285,5400.09%3,000CommonSOLE
641069406NSRGYNESTLE SA-SPONS ADR$281,7380.09%2,750CommonSOLE
808524698SCHISCHWAB 5-10 YEAR CORPORATE B$281,2700.09%6,378CommonNONE
26441C204DUKDUKE ENERGY CORP$280,0430.09%2,794CommonNONE
00724F101ADBEADOBE INC$277,7700.09%500CommonSOLE
041232109ARKAYARKEMA-SPONSORED ADR$272,8730.09%3,130CommonSOLE
92206C771VMBSVANGUARD MORTGAGE-BACKED SEC$269,2670.09%5,931CommonNONE
46431W853COMTISHARES GSCI COMMODITY DYNAM$260,2370.08%9,529CommonNONE
191216100KOCOCA-COLA CO/THE$255,9660.08%4,021CommonNONE
464288356CMFISHARES CALIFORNIA MUNI BOND$254,8220.08%4,480CommonNONE
923451108VBTXVERITEX HOLDINGS INC$248,7350.08%11,794CommonNONE
88160R101TSLATESLA INC$238,4450.08%1,205CommonNONE
654090109NJDCYNIDEC CORPORATION-SPON ADR$237,3000.08%21,000CommonSOLE
464285204IAUISHARES GOLD TRUST$225,3610.07%5,130CommonNONE
285512109EAELECTRONIC ARTS INC$222,9280.07%1,600CommonSOLE
483111209KAJIMA CORP-UNSPONSORED ADR$204,0850.07%11,900CommonSOLE
464287804IJRISHARES CORE S&P SMALL-CAP E$203,7210.07%1,910CommonNONE
464289867AORISHARES CORE GROWTH ALLOCATI$201,9640.06%3,586CommonNONE
705015105PSOPEARSON PLC-SPONSORED ADR$199,6800.06%16,000CommonSOLE
780910105RVTROYCE SMALL-CAP TRUST INC$197,7020.06%13,663CommonNONE
151290889CXCEMEX SAB-SPONS ADR PART CER$191,7000.06%30,000CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$170,0000.05%10,000CommonSOLE
23282C401CYRBYCYRELA BRAZIL REALTY-SPO ADR$148,2800.05%44,000CommonSOLE
377130406GLASS HOUSE BRANDS INC$144,2000.05%20,000CommonNONE
10554B104LNDBRASILAGRO-CIA BRA - SPN ADR$126,1870.04%27,432CommonSOLE
19243B102CGTXCOGNITION THERAPEUTICS INC$85,4420.03%51,471CommonNONE
62474M108MTNOYMTN GROUP LTD-SPONS ADR$84,9600.03%18,000CommonSOLE
551073307LYSDYLYNAS RARE EARTHS LTD-SP ADR$42,9000.01%11,000CommonSOLE
P98180188WMMVFWALMART DE MEXICO SAB DE CV$34,1470.01%10,016CommonNONE
87968A104TELLEURTELLURIAN INC$17,6170.01%25,436CommonNONE
G012B4107ANDRADA MINING LTD$6490.00%13,329CommonNONE
23324Q202DNAPRINT GENOMICS$1180.00%1,175,300CommonNONE
336397104FIRST SEISMIC CORP$044,451CommonNONE
423821107HEMPFUSION WELLNESS INC$022,222CommonNONE

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.