MondegarAI
FCA CORP /TX

Q4 2024 · 13F-HR

FCA CORP /TXholdings as filed

Filed 2025-02-11 · accession 0001104659-25-011404

$320.2M
Reported value
184
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92204A702VGTVANGUARD INFO TECH ETF$14.0M4.38%22,562CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED ETF$10.5M3.27%218,993CommonNONE
381430107GSIEGOLDMAN SACHS ACTIVEBETA INT$7.9M2.47%237,215CommonNONE
46138J825BSCPINVESCO BULLETSHARES 2025 CB$6.9M2.14%332,551CommonNONE
46138J791BSCQINVESCO BULLETSHARES 2026 CB$6.6M2.06%340,307CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT$6.0M1.89%34,454CommonNONE
46429B655FLOTISHARES FLOATING RATE BOND E$6.0M1.86%116,998CommonNONE
464287622IWBISHARES RUSSELL 1000 ETF$5.8M1.81%18,034CommonNONE
464287507IJHISHARES CORE S&P MIDCAP ETF$5.7M1.79%92,243CommonNONE
46138J783BSCRINVESCO BULLETSHARES 2027 CB$5.3M1.64%269,563CommonNONE
863667101SYKSTRYKER CORP$5.1M1.58%14,069CommonNONE
81369Y308XLPCONSUMER STAPLES SPDR$5.0M1.56%63,438CommonNONE
920253101VMIVALMONT INDUSTRIES$5.0M1.55%16,196CommonNONE
381430503GSLCGOLDMAN ACTIVEBETA US LC ETF$4.9M1.52%42,286CommonNONE
031162100AMGNAMGEN INC$4.8M1.49%18,340CommonNONE
92206C409VCSHVANGUARD S/T CORP BOND ETF$4.7M1.48%60,710CommonNONE
464287325IXJISHARES GLOBAL HEALTHCARE ET$4.6M1.45%53,847CommonNONE
81369Y407XLYCONSUMER DISCRETIONARY SELT$4.5M1.42%20,223CommonNONE
548661107LOWLOWE'S COS INC$4.5M1.42%18,641CommonSOLE
46138G870VRPINVESCO VARIABLE RATE PREFER$4.4M1.38%182,065CommonNONE
46436E833IBTIISHARES IBONDS DEC 2028 TERM$4.3M1.35%197,307CommonNONE
95766K109HIOWESTERN ASSET HI INC OPPORT$4.3M1.34%1,089,059CommonNONE
037833100AAPLAPPLE INC$4.3M1.33%17,694CommonSOLE
020002101ALLALLSTATE CORP$4.2M1.31%21,807CommonNONE
464287440IEFISHARES 7-10 YEAR TREASURY B$4.1M1.30%44,875CommonNONE
464288273SCZISHARES MSCI EAFE SMALL-CAP$4.1M1.29%67,986CommonNONE
46137V332RSPHINVESCO S&P 500 EQUAL WEIGHT$4.1M1.29%140,472CommonNONE
464287291IXNISHARES GLOBAL TECH ETF$3.9M1.22%46,212CommonNONE
126408103CSXCSX CORP$3.9M1.20%119,339CommonNONE
G3223R108EGEVEREST GROUP LTD$3.8M1.18%10,459CommonNONE
457030104IMKTAINGLES MARKETS INC-CLASS A$3.7M1.15%57,275CommonNONE
006212104ADXADAMS DIVERSIFIED EQUITY$3.7M1.14%181,158CommonNONE
808524771FNDXSCHWAB FNDMNTL US LRG CO ETF$3.6M1.11%149,990CommonNONE
67073B106JPCNUVEEN PREFERED & INCOME OPP$3.4M1.07%436,615CommonNONE
409735206BTOJOHN HANCOCK FINANCIAL OPP$3.4M1.05%94,630CommonNONE
459200101IBMINTL BUSINESS MACHINES CORP$3.3M1.04%15,084CommonNONE
680223104ORIOLD REPUBLIC INTL CORP$3.3M1.03%91,075CommonNONE
02079K107GOOGALPHABET INC-CL C$3.2M1.00%16,851CommonNONE
464287499IWRISHARES RUSSELL MID-CAP ETF$3.1M0.97%35,142CommonNONE
46138E263CGWINVESCO S&P GLOBAL WATER IND$3.1M0.97%57,304CommonNONE
780915104RMTROYCE MICRO-CAP TRUST INC$3.0M0.93%304,600CommonNONE
478160104JNJJOHNSON & JOHNSON$3.0M0.92%20,481CommonNONE
594918104MSFTMICROSOFT CORP$2.7M0.85%6,383CommonSOLE
929089100VOYAVOYA FINANCIAL INC$2.7M0.84%39,118CommonNONE
47804J107JHMLJOHN HANCOCK MULTI FACT LRG$2.5M0.79%36,190CommonNONE
N6596X109NXPINXP SEMICONDUCTORS NV$2.5M0.78%12,083CommonNONE
11135F101AVGOBROADCOM INC$2.5M0.78%10,792CommonNONE
729132100PLXSPLEXUS CORP$2.5M0.78%15,949CommonNONE
59156R108METMETLIFE INC$2.5M0.77%30,137CommonNONE
043113208ARTNAARTESIAN RESOURCES CORP-CL A$2.5M0.77%77,976CommonNONE
00548F105PEOADAMS NATURAL RESOURCES FUND$2.5M0.77%112,897CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.4M0.75%4,919CommonNONE
66987V109NVSNOVARTIS AG-SPONSORED ADR$2.4M0.74%24,214CommonNONE
00764C109AVKADVENT CONVERT & INCOME$2.2M0.70%190,847CommonNONE
969457100WMBWILLIAMS COS INC$2.2M0.68%40,033CommonNONE
83570H108SONOSONOS INC$2.2M0.68%144,000CommonNONE
023135106AMZNAMAZON.COM INC$2.0M0.64%9,465CommonSOLE
02079K305GOOGLALPHABET INC-CL A$2.0M0.62%10,437CommonNONE
92189F643MOATVANECK MORNINGSTAR WIDE MOAT$1.9M0.61%21,020CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$1.9M0.59%8,555CommonNONE
90385V107UCTTULTRA CLEAN HOLDINGS INC$1.9M0.58%51,997CommonNONE
92204A306VDEVANGUARD ENERGY ETF$1.9M0.58%15,272CommonNONE
46641Q837JPSTJPMORGAN ULTRA-SHORT INCOME$1.8M0.55%35,057CommonNONE
67066G104NVDANVIDIA CORP$1.7M0.53%12,623CommonNONE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$1.5M0.48%5,321CommonNONE
921946406VYMVANGUARD HIGH DVD YIELD ETF$1.5M0.47%11,895CommonNONE
29362U104ENTGENTEGRIS INC$1.5M0.47%15,088CommonNONE
009158106APDAIR PRODUCTS & CHEMICALS INC$1.5M0.46%5,042CommonNONE
78464A474SPSBSPDR PORT SHRT TRM CORP BND$1.5M0.46%48,925CommonNONE
25434V500DFASDIMENSIONAL US SMALL CAP ETF$1.4M0.45%22,178CommonNONE
46138J817BSJPINVESCO BULLETSHARES 2025 HY$1.4M0.45%61,870CommonNONE
72201R833MINTPIMCO ENHANCED SHORT MATURIT$1.3M0.42%13,340CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKE$1.3M0.41%29,919CommonNONE
56064Q107MEGINYLI CBRE GBL INFR MGA TRM F$1.3M0.40%105,941CommonNONE
94106L109WMWASTE MANAGEMENT INC$1.3M0.39%6,231CommonNONE
92189F593MOTIVANECK MSTAR INT MOAT ETF$1.3M0.39%41,494CommonNONE
81369Y506XLEENERGY SELECT SECTOR SPDR$1.2M0.38%14,261CommonNONE
842587107SOSOUTHERN CO/THE$1.2M0.37%14,584CommonNONE
858927106STELSTELLAR BANCORP INC$1.2M0.36%41,209CommonNONE
46138J635BSJQINVESCO BULLETSHARES 2026 HY$1.2M0.36%49,566CommonNONE
00206R102TAT&T INC$1.1M0.35%49,843CommonNONE
78462F103SPYSPDR S&P 500 ETF TRUST$1.1M0.35%1,896CommonNONE
46138J452BSJSINVESCO BULLETSHARES 2028 HY$1.1M0.33%49,167CommonNONE
64110D104NTAPNETAPP INC$1.0M0.32%8,000CommonSOLE
747525103QCOMQUALCOMM INC$1.0M0.32%6,705CommonNONE
68389X105ORCLORACLE CORP$1.0M0.32%6,144CommonNONE
26441C204DUKDUKE ENERGY CORP$1.0M0.32%9,413CommonNONE
G87264100TGLSTECNOGLASS INC$985,2340.31%19,634CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$984,2290.31%4,434CommonSOLE
767204100RIORIO TINTO PLC-SPON ADR$952,1340.30%16,190CommonNONE
17275R102CSCOCISCO SYSTEMS INC$950,4560.30%16,055CommonNONE
88579Y101MMM3M CO$923,6390.29%7,155CommonNONE
46137V282RSPTINVESCO S&P 500 EQUAL WEIGHT$914,5820.29%24,441CommonNONE
526107107LIILENNOX INTERNATIONAL INC$909,4660.28%1,700CommonSOLE
74955L103RGCORGC RESOURCES INC$870,9050.27%43,415CommonNONE
92826C839VVISA INC-CLASS A SHARES$857,4160.27%2,713CommonNONE
398905109GPIGROUP 1 AUTOMOTIVE INC$832,3840.26%2,800CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$810,0290.25%44,753CommonNONE
47030M106JAMES HARDIE IND PLC-SP ADR$788,5000.25%25,000CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRST$786,0200.25%1,380CommonNONE
060505104BACBANK OF AMERICA CORP$718,3760.22%16,345CommonNONE
02475L105AMBZAMERICAN BUSINESS BANK$713,6360.22%16,219CommonNONE
46138J429BSCVINVESCO BULLETSHARES 2031 CB$695,3100.22%43,322CommonNONE
127097103CTRACOTERRA ENERGY INC$679,8750.21%26,620CommonNONE
464287465EFAISHARES MSCI EAFE ETF$656,5940.21%8,684CommonNONE
826197501SIEGYSIEMENS AG-SPONS ADR$652,7500.20%7,000CommonSOLE
45857P806IHGINTERCONTINENTAL HOTELS-ADR$646,6130.20%6,103CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$635,2010.20%15,884CommonNONE
149123101CATCATERPILLAR INC$610,8460.19%1,782CommonSOLE
46139W858BSCWINVESCO BULLETSHARES 2032 CB$605,0620.19%30,088CommonNONE
670100205NVONOVO-NORDISK A/S-SPONS ADR$570,9600.18%4,000CommonSOLE
30303M102METAMETA PLATFORMS INC-CLASS A$570,8720.18%975CommonNONE
23331A109DHIDR HORTON INC$563,7200.18%4,000CommonSOLE
166764100CVXCHEVRON CORP$547,4700.17%3,500CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECH INC$544,5550.17%2,274CommonNONE
58933Y105MRKMERCK & CO. INC.$539,7780.17%5,426CommonNONE
40051E202ASRGRUPO AEROPORTUARIO SUR-ADR$539,1360.17%1,800CommonSOLE
254687106DISWALT DISNEY CO/THE$525,4420.16%4,719CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$515,2560.16%2,400CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$514,6400.16%8,000CommonSOLE
808524607SCHASCHWAB US SMALL-CAP ETF$501,7450.16%19,402CommonNONE
88160R101TSLATESLA INC$485,4160.15%1,202CommonNONE
526057104LENLENNAR CORP-A$479,5840.15%3,200CommonSOLE
808524508SCHMSCHWAB US MID CAP ETF$466,5230.15%16,836CommonNONE
653656108NICENICE LTD - SPON ADR$464,3190.14%2,700CommonSOLE
053332102AZOAUTOZONE INC$457,8860.14%143CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING$436,4600.14%1,491CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH$435,7140.14%1,085CommonNONE
835699307SONYSONY GROUP CORP - SP ADR$416,2550.13%4,900CommonSOLE
78468R556XOPSPDR S&P OIL & GAS EXP & PR$408,2010.13%3,084CommonNONE
904767704UNILEVER PLC-SPONSORED ADR$384,9300.12%7,000CommonSOLE
808524805SCHFSCHWAB INTL EQUITY ETF$384,5340.12%20,786CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$383,6880.12%3,600CommonSOLE
62944T105NVRNVR INC$379,4280.12%50CommonSOLE
82510E209SRGHYSHOPRITE HOLDINGS-SPN ADR$373,9200.12%24,000CommonSOLE
37636X101GJENSIDIGE FORSIKRING-UN ADR$359,6000.11%20,000CommonSOLE
46429B697USMVISHARES MSCI USA MIN VOL FAC$355,8340.11%4,008CommonNONE
25243Q205DEODIAGEO PLC-SPONSORED ADR$353,0240.11%2,800CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$347,6200.11%2,000CommonSOLE
923451108VBTXVERITEX HOLDINGS INC$320,3250.10%11,794CommonNONE
86614U1007SUSUMMIT MATERIALS INC -CL A$317,7750.10%8,680CommonSOLE
30231G102XOMEXXON MOBIL CORP$282,3580.09%2,625CommonNONE
641069406NSRGYNESTLE SA-SPONS ADR$281,7380.09%2,750CommonSOLE
00724F101ADBEADOBE INC$277,7700.09%500CommonSOLE
041232109ARKAYARKEMA-SPONSORED ADR$272,8730.09%3,130CommonSOLE
46431W853COMTISHARES GSCI COMMODITY DYNAM$265,6790.08%10,497CommonNONE
464288356CMFISHARES CALIFORNIA MUNI BOND$256,6140.08%4,480CommonNONE
64110L106NFLXNETFLIX INC$246,0040.08%276CommonNONE
654090109NJDCYNIDEC CORPORATION-SPON ADR$237,3000.07%21,000CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$236,3870.07%1,410CommonNONE
57636Q104MAMASTERCARD INC - A$228,5310.07%434CommonNONE
191216100KOCOCA-COLA CO/THE$227,0720.07%3,647CommonNONE
780910105RVTROYCE SMALL-CAP TRUST INC$225,6760.07%14,283CommonNONE
464285204IAUISHARES GOLD TRUST$221,7060.07%4,478CommonNONE
464287804IJRISHARES CORE S&P SMALL-CAP E$220,0700.07%1,910CommonNONE
458140100INTCINTEL CORP$219,9490.07%10,970CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL$207,0020.06%1,720CommonNONE
464288158SUBISHARES SHORT-TERM NATIONAL$204,6310.06%1,940CommonNONE
483111209KAJIMA CORP-UNSPONSORED ADR$204,0850.06%11,900CommonSOLE
464289867AORISHARES CORE GROWTH ALLOCATI$203,8870.06%3,557CommonNONE
760759100RSGREPUBLIC SERVICES INC$194,3400.06%1,000CommonSOLE
151290889CXCEMEX SAB-SPONS ADR PART CER$191,7000.06%30,000CommonSOLE
G25508105CRHCRH PLC$187,4500.06%2,500CommonSOLE
41284E100HARLEYSVILLE FINANCIAL CORP$183,4760.06%8,675CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$170,0000.05%10,000CommonSOLE
23282C401CYRBYCYRELA BRAZIL REALTY-SPO ADR$148,2800.05%44,000CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$148,2400.05%2,000CommonSOLE
718546104PSXPHILLIPS 66$141,1700.04%1,000CommonSOLE
63886Q109NGSNATURAL GAS SERVICES GROUP$140,8400.04%7,000CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$134,7480.04%600CommonSOLE
89151E109TTENTOTALENERGIES SE -SPON ADR$133,3600.04%2,000CommonSOLE
806857108SLBSCHLUMBERGER LTD$127,3860.04%2,700CommonSOLE
10554B104LNDBRASILAGRO-CIA BRA - SPN ADR$126,1870.04%27,432CommonSOLE
38059T106GFIGOLD FIELDS LTD-SPONS ADR$122,1800.04%8,200CommonSOLE
31428X106FDXFEDEX CORP$119,9360.04%400CommonSOLE
377130406GLASS HOUSE BRANDS INC$115,8000.04%20,000CommonNONE
G3042J105ENDEAVOUR MINING PLC$63,0000.02%3,000CommonSOLE
551073307LYSDYLYNAS RARE EARTHS LTD-SP ADR$42,9000.01%11,000CommonSOLE
19243B102CGTXCOGNITION THERAPEUTICS INC$36,0970.01%51,471CommonNONE
P98180188WMMVFWALMART DE MEXICO SAB DE CV$26,4400.01%10,016CommonNONE
336397104FIRST SEISMIC CORP$4,4450.00%44,451CommonNONE
G012B4107ANDRADA MINING LTD$3510.00%13,329CommonNONE
23324Q202DNAPRINT GENOMICS$1180.00%1,175,300CommonNONE
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.