MondegarAI
STRATEGY ASSET MANAGERS LLC

Q3 2024 · 13F-HR

STRATEGY ASSET MANAGERS LLCholdings as filed

Filed 2024-11-08 · accession 0001166716-24-000005

$520.9M
Reported value
246
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBROADCOM INC$23.0M4.42%133,336CommonSOLE
594918104MSFTMICROSOFT CORP$22.0M4.22%51,120CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$15.0M2.89%71,330CommonSOLE
037833100AAPLAPPLE INC$14.5M2.79%62,281CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$14.4M2.77%24,701CommonSOLE
532457108LLYELI LILLY & CO$14.1M2.71%15,929CommonSOLE
02079K305GOOGLALPHABET INC$13.9M2.67%83,788CommonSOLE
76131N101ROICUSDRETAIL OPPORTUNITY INVTS COR$13.8M2.65%876,179CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$11.6M2.23%44,768CommonSOLE
291011104EMREMERSON ELEC CO$9.7M1.86%88,589CommonSOLE
30303M102METAMETA PLATFORMS INC$9.5M1.82%16,575CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.3M1.79%57,484CommonSOLE
17275R102CSCOCISCO SYS INC$9.1M1.74%170,465CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$8.6M1.66%30,672CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.6M1.65%18,675CommonSOLE
931142103WMTWALMART INC$7.7M1.48%95,150CommonSOLE
166764100CVXCHEVRON CORP NEW$7.1M1.37%48,538CommonSOLE
438516106HONHONEYWELL INTL INC$7.1M1.35%34,114CommonSOLE
055622104BPBP PLC$7.0M1.35%223,515CommonSOLE
G29183103ETNEATON CORP PLC$7.0M1.35%21,166CommonSOLE
369550108GDGENERAL DYNAMICS CORP$7.0M1.35%23,208CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$7.0M1.35%12,218CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$6.8M1.30%42,165CommonSOLE
882508104TXNTEXAS INSTRS INC$6.7M1.29%32,561CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$6.7M1.28%83,007CommonSOLE
G0403H108AONAON PLC$6.6M1.27%19,147CommonSOLE
464287200IVVISHARES TR$6.6M1.27%11,429CommonSOLE
437076102HDHOME DEPOT INC$6.5M1.24%15,956CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$6.3M1.22%35,435CommonSOLE
46090E103QQQINVESCO QQQ TR$6.3M1.22%12,991CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.3M1.21%51,902CommonSOLE
088606108BHPBHP GROUP LTD$6.3M1.20%100,799CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.7M1.09%9,755CommonSOLE
94106L109WMWASTE MGMT INC DEL$5.4M1.04%25,971CommonSOLE
254687106DISDISNEY WALT CO$4.9M0.94%50,914CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4.5M0.86%36,720CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.3M0.83%12,267CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$4.3M0.83%20,725CommonSOLE
58933Y105MRKMERCK & CO INC$4.1M0.78%36,005CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$4.0M0.77%34,791CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.9M0.75%16,259CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.9M0.75%1,898CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.8M0.73%4,302CommonSOLE
036752103ELVELEVANCE HEALTH INC$3.6M0.69%6,943CommonSOLE
46434V613IUSBISHARES TR$3.5M0.67%73,708CommonSOLE
219350105GLWCORNING INC$3.4M0.66%75,713CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.3M0.64%36,933CommonSOLE
023135106AMZNAMAZON COM INC$3.3M0.63%17,641CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$3.2M0.61%20,598CommonSOLE
636274409NGGNATIONAL GRID PLC$3.1M0.60%44,547CommonSOLE
871829107SYYSYSCO CORP$3.1M0.59%39,492CommonSOLE
78464A763SDYSPDR SER TR$2.9M0.55%20,332CommonSOLE
02209S103MOALTRIA GROUP INC$2.8M0.54%54,888CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$2.7M0.52%24,974CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.7M0.52%9,089CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$2.5M0.48%27,698CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.0M0.39%9,056CommonSOLE
464288588MBBISHARES TR$2.0M0.38%20,851CommonSOLE
92826C839VVISA INC$2.0M0.38%7,140CommonSOLE
464288679SHVISHARES TR$1.9M0.37%17,348CommonSOLE
46429B697USMVISHARES TR$1.7M0.33%18,758CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.7M0.33%20,240CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.6M0.31%39,661CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.6M0.31%3,254CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.6M0.30%17,784CommonSOLE
46432F842IEFAISHARES TR$1.6M0.30%19,887CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.5M0.29%358CommonSOLE
46435U713IFRAISHARES TR$1.5M0.29%31,839CommonSOLE
872590104TMUST-MOBILE US INC$1.4M0.27%6,929CommonSOLE
464287465EFAISHARES TR$1.4M0.26%16,371CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.4M0.26%2,195CommonSOLE
34959E109FTNTFORTINET INC$1.3M0.26%17,240CommonSOLE
303250104FICOFAIR ISAAC CORP$1.3M0.25%681CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.3M0.24%2,709CommonSOLE
464287432TLTISHARES TR$1.1M0.21%11,363CommonSOLE
713448108PEPPEPSICO INC$1.1M0.21%6,499CommonSOLE
46137V381RSPDINVESCO EXCHANGE TRADED FD T$1.1M0.21%20,804CommonSOLE
00162Q452AMLPALPS ETF TR$1.1M0.21%22,969CommonSOLE
629377508NRGNRG ENERGY INC$1.1M0.21%11,784CommonSOLE
002824100ABTABBOTT LABS$1.1M0.21%9,392CommonSOLE
00724F101ADBEADOBE INC$1.1M0.20%2,057CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.1M0.20%10,242CommonSOLE
464287242LQDISHARES TR$1.1M0.20%9,372CommonSOLE
02079K107GOOGALPHABET INC$1.1M0.20%6,322CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.1M0.20%18,258CommonSOLE
580135101MCDMCDONALDS CORP$1.0M0.20%3,399CommonSOLE
88162G103TTEKTETRA TECH INC NEW$1.0M0.19%21,335CommonSOLE
46435G425ESGUISHARES TR$1.0M0.19%7,961CommonSOLE
74762E102QUREQUANTA SVCS INC$1.0M0.19%3,363CommonSOLE
464287457SHYISHARES TR$1.0M0.19%12,049CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$983,8760.19%2,531CommonSOLE
031162100AMGNAMGEN INC$954,3780.18%2,962CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$926,7640.18%24,913CommonSOLE
92840M102VSTVISTRA CORP$923,0490.18%7,787CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$915,8810.18%5,744CommonSOLE
87612G101TRGPTARGA RES CORP$911,5940.18%6,159CommonSOLE
46434G103IEMGISHARES INC$877,7230.17%15,289CommonSOLE
58155Q103MCKMCKESSON CORP$859,3020.16%1,738CommonSOLE
369604301GEGE AEROSPACE$853,8190.16%4,528CommonSOLE
78464A854SPYMSPDR SER TR$850,8880.16%12,604CommonSOLE
718546104PSXPHILLIPS 66$849,0370.16%6,459CommonSOLE
46284V101IRMIRON MTN INC DEL$843,8120.16%7,101CommonSOLE
78464A631XARSPDR SER TR$825,6760.16%5,248CommonSOLE
294429105EFXEQUIFAX INC$822,9320.16%2,800CommonSOLE
482480100KLACKLA CORP$820,1000.16%1,059CommonSOLE
742718109PGPROCTER AND GAMBLE CO$817,0770.16%4,718CommonSOLE
64110D104NTAPNETAPP INC$806,7670.15%6,532CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$798,8360.15%6,674CommonSOLE
893641100TDGTRANSDIGM GROUP INC$776,3590.15%544CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$774,9020.15%4,754CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$773,3570.15%10,296CommonSOLE
695156109PKGPACKAGING CORP AMER$760,7930.15%3,532CommonSOLE
863667101SYKSTRYKER CORPORATION$760,2840.15%2,105CommonSOLE
872540109TJXTJX COS INC NEW$750,6100.14%6,386CommonSOLE
922908363VOOVANGUARD INDEX FDS$739,7940.14%1,402CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$729,2030.14%2,635CommonSOLE
48251W104KKRKKR & CO INC$725,5020.14%5,556CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$708,9090.14%4,112CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$708,3650.14%6,023CommonSOLE
969457100WMBWILLIAMS COS INC$702,2970.13%15,384CommonSOLE
46137V746PWBINVESCO EXCHANGE TRADED FD T$695,5130.13%7,048CommonSOLE
949746101WMT2WELLS FARGO CO NEW$690,9290.13%12,231CommonSOLE
040413106ANETEURARISTA NETWORKS INC$679,7450.13%1,771CommonSOLE
929740108WABWABTEC$678,1840.13%3,731CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$670,8860.13%1,355CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$667,2570.13%6,092CommonSOLE
380237107GDDYGODADDY INC$664,4340.13%4,238CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$663,1240.13%1,232CommonSOLE
65249B208NWSNEWS CORP NEW$656,8810.13%23,502CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$640,0990.12%2,777CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$629,1500.12%13,831CommonSOLE
609207105MDLZMONDELEZ INTL INC$628,0870.12%8,526CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$614,7710.12%13,153CommonSOLE
115236101BROBROWN & BROWN INC$603,0500.12%5,821CommonSOLE
384802104GWWGRAINGER W W INC$598,0170.11%576CommonSOLE
09247X101BLKCHFBLACKROCK INC$597,0490.11%629CommonSOLE
744320102PRUPRUDENTIAL FINL INC$587,9410.11%4,855CommonSOLE
464287721IYWISHARES TR$578,7880.11%3,817CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$576,0800.11%548CommonSOLE
855244109SBUXSTARBUCKS CORP$570,9090.11%5,856CommonSOLE
032095101APHAMPHENOL CORP NEW$569,7590.11%8,744CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$566,3600.11%694CommonSOLE
92204A702VGTVANGUARD WORLD FD$549,5850.11%937CommonSOLE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$541,4010.10%4,119CommonSOLE
001055102AFLAFLAC INC$532,6560.10%4,764CommonSOLE
747525103QCOMQUALCOMM INC$529,8570.10%3,116CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$521,3940.10%7,635CommonSOLE
670100205NVONOVO-NORDISK A S$519,6210.10%4,364CommonSOLE
78463V107GLDSPDR GOLD TR$517,7180.10%2,130CommonSOLE
595112103MUMICRON TECHNOLOGY INC$510,5690.10%4,923CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$500,3580.10%1,784CommonSOLE
30231G102XOMEXXON MOBIL CORP$499,0550.10%4,257CommonSOLE
464287614IWFISHARES TR$488,7450.09%1,302CommonSOLE
88160R101TSLATESLA INC$481,9220.09%1,842CommonSOLE
H2906T109GRMNGARMIN LTD$469,8240.09%2,669CommonSOLE
548661107LOWLOWES COS INC$457,4020.09%1,689CommonSOLE
65339F101NEENEXTERA ENERGY INC$451,3520.09%5,340CommonSOLE
025816109AXPAMERICAN EXPRESS CO$449,6500.09%1,658CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$440,4700.08%892CommonSOLE
98419M100XYLXYLEM INC$440,4370.08%3,262CommonSOLE
464288646IGSBISHARES TR$435,5210.08%8,270CommonSOLE
235851102DHRDANAHER CORPORATION$433,9890.08%1,561CommonSOLE
464287804IJRISHARES TR$433,3530.08%3,705CommonSOLE
172908105CTASCINTAS CORP$415,8250.08%2,020CommonSOLE
646025106NJRNEW JERSEY RES CORP$405,5440.08%8,592CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$404,9110.08%1,061CommonSOLE
704326107PAYXPAYCHEX INC$402,1660.08%2,997CommonSOLE
G54950103LINLINDE PLC$399,7720.08%838CommonSOLE
78409V104SPGIS&P GLOBAL INC$399,1280.08%773CommonSOLE
46137V837PDPINVESCO EXCHANGE TRADED FD T$397,7580.08%3,852CommonSOLE
74340W103PLDPROLOGIS INC.$394,2310.08%3,122CommonSOLE
03073E105CORCENCORA INC$389,3550.07%1,730CommonSOLE
907818108UNPUNION PAC CORP$385,8280.07%1,565CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$383,6790.07%3,337CommonSOLE
29084Q100EMEEMCOR GROUP INC$382,3110.07%888CommonSOLE
20030N101CMCSACOMCAST CORP NEW$381,0430.07%9,122CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$380,6470.07%6,429CommonSOLE
H1467J104CBCHUBB LIMITED$380,5440.07%1,320CommonSOLE
032654105ADIANALOG DEVICES INC$380,4280.07%1,653CommonSOLE
147528103CASYCASEYS GEN STORES INC$379,8430.07%1,011CommonSOLE
64110L106NFLXNETFLIX INC$378,0410.07%533CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$377,3060.07%1,586CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$373,7840.07%1,426CommonSOLE
049560105ATOATMOS ENERGY CORP$371,1930.07%2,676CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$365,3370.07%1,699CommonSOLE
125896100CMSCMS ENERGY CORP$361,7860.07%5,122CommonSOLE
25754A201DPZDOMINOS PIZZA INC$357,0160.07%830CommonSOLE
98978V103ZTSZOETIS INC$355,9020.07%1,822CommonSOLE
92939U106WECWEC ENERGY GROUP INC$355,0520.07%3,692CommonSOLE
701094104PHPARKER-HANNIFIN CORP$354,7760.07%562CommonSOLE
654106103NKENIKE INC$354,0400.07%4,005CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$348,4550.07%1,198CommonSOLE
756109104OREALTY INCOME CORP$348,0840.07%5,489CommonSOLE
464287507IJHISHARES TR$346,3630.07%5,558CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$345,5130.07%10,076CommonSOLE
278865100ECLECOLAB INC$344,0610.07%1,348CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$342,9910.07%3,275CommonSOLE
74348A467NOBLPROSHARES TR$342,2740.07%3,206CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$340,5450.07%2,329CommonSOLE
303075105FDSFACTSET RESH SYS INC$338,1810.06%735CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$335,0570.06%2,474CommonSOLE
00768Y206AADRADVISORSHARES TR$331,5010.06%5,209CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$331,4010.06%3,921CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$327,6350.06%1,856CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$325,8800.06%5,486CommonSOLE
00287Y109ABBVABBVIE INC$324,4600.06%1,643CommonSOLE
191216100KOCOCA COLA CO$324,3760.06%4,514CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$322,1960.06%5,180CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$319,7580.06%3,848CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$311,0510.06%747CommonSOLE
87612E106TGTTARGET CORP$307,1470.06%1,971CommonSOLE
464288281EMBISHARES TR$307,0810.06%3,281CommonSOLE
29977A105EVREVERCORE INC$306,5410.06%1,210CommonSOLE
579780206MKCMCCORMICK & CO INC$305,8230.06%3,716CommonSOLE
060505104BACBANK AMERICA CORP$300,2440.06%7,567CommonSOLE
29273V100ETENERGY TRANSFER L P$298,9630.06%18,627CommonSOLE
33738R605FVFIRST TR EXCHANGE-TRADED FD$296,2240.06%5,084CommonSOLE
922908769VTIVANGUARD INDEX FDS$296,1850.06%1,046CommonSOLE
693506107PPGPPG INDS INC$295,6710.06%2,232CommonSOLE
46432F339QUALISHARES TR$292,5310.06%1,632CommonSOLE
464287291IXNISHARES TR$291,3720.06%3,530CommonSOLE
43940T109HOPEHOPE BANCORP INC$290,5740.06%23,135CommonSOLE
464287440IEFISHARES TR$285,5870.05%2,911CommonSOLE
115637209BF/BBROWN FORMAN CORP$270,3020.05%5,494CommonSOLE
617446448MSMORGAN STANLEY$268,0010.05%2,571CommonSOLE
36828A101GEVGE VERNOVA INC$259,0600.05%1,016CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$253,1700.05%2,293CommonSOLE
N3167Y103RACEFERRARI N V$251,5090.05%535CommonSOLE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$249,7110.05%5,170CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$247,0690.05%5,163CommonSOLE
093671105HRBBLOCK H & R INC$245,5570.05%3,864CommonSOLE
136375102CNICANADIAN NATL RY CO$240,6260.05%2,054CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$239,6020.05%701CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$236,2300.05%2,169CommonSOLE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$232,0760.04%9,235CommonSOLE
922908629VOVANGUARD INDEX FDS$218,7350.04%829CommonSOLE
46432F396MTUMISHARES TR$211,1040.04%1,041CommonSOLE
833034101SNASNAP ON INC$209,4600.04%723CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$207,4780.04%2,953CommonSOLE
72201R718LDURPIMCO ETF TR$206,0260.04%2,147CommonSOLE
78464A359CWBSPDR SER TR$200,8960.04%2,623CommonSOLE
74767V109QSQUANTUMSCAPE CORP$107,6060.02%18,714CommonSOLE
25063F107DXYZDESTINY TECH100 INC$104,4750.02%10,500CommonSOLE
69002R103TEADOUTBRAIN INC$60,2200.01%12,391CommonSOLE
45339J105INDAPTUS THERAPEUTICS INC$56,2170.01%45,336CommonSOLE
66510M204NAKNORTHERN DYNASTY MINERALS LT$11,6030.00%35,000CommonSOLE

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.