MondegarAI
STRATEGY ASSET MANAGERS LLC

Q4 2024 · 13F-HR

STRATEGY ASSET MANAGERS LLCholdings as filed

Filed 2025-02-12 · accession 0001166716-25-000002

$515.6M
Reported value
244
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBROADCOM INC$29.5M5.72%127,286CommonSOLE
594918104MSFTMICROSOFT CORP$21.5M4.17%51,046CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$16.9M3.27%70,313CommonSOLE
02079K305GOOGLALPHABET INC$15.5M3.02%82,137CommonSOLE
037833100AAPLAPPLE INC$14.7M2.85%58,582CommonSOLE
76131N101ROICUSDRETAIL OPPORTUNITY INVTS COR$14.1M2.73%811,554CommonSOLE
532457108LLYELI LILLY & CO$12.2M2.37%15,818CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$12.0M2.33%24,755CommonSOLE
291011104EMREMERSON ELEC CO$11.0M2.12%88,371CommonSOLE
17275R102CSCOCISCO SYS INC$10.2M1.98%172,297CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$9.8M1.91%43,946CommonSOLE
30303M102METAMETA PLATFORMS INC$9.6M1.86%16,402CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$8.7M1.69%14,836CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$8.6M1.67%30,302CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.5M1.65%18,803CommonSOLE
931142103WMTWALMART INC$8.4M1.63%93,282CommonSOLE
478160104JNJJOHNSON & JOHNSON$8.3M1.62%57,606CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$7.8M1.52%285,426CommonSOLE
438516106HONHONEYWELL INTL INC$7.7M1.49%34,068CommonSOLE
67066G104NVDANVIDIA CORPORATION$7.0M1.36%52,307CommonSOLE
G29183103ETNEATON CORP PLC$7.0M1.36%21,141CommonSOLE
G0403H108AONAON PLC$6.9M1.34%19,175CommonSOLE
166764100CVXCHEVRON CORP NEW$6.7M1.31%46,498CommonSOLE
46090E103QQQINVESCO QQQ TR$6.5M1.25%12,653CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$6.5M1.25%36,849CommonSOLE
464287200IVVISHARES TR$6.4M1.24%10,818CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$6.3M1.22%42,381CommonSOLE
437076102HDHOME DEPOT INC$6.2M1.20%15,895CommonSOLE
369550108GDGENERAL DYNAMICS CORP$6.1M1.19%23,282CommonSOLE
882508104TXNTEXAS INSTRS INC$6.1M1.19%32,708CommonSOLE
254687106DISDISNEY WALT CO$5.7M1.10%51,115CommonSOLE
94106L109WMWASTE MGMT INC DEL$5.3M1.03%26,273CommonSOLE
088606108BHPBHP GROUP LTD$4.9M0.96%100,942CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$4.8M0.93%20,992CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$4.7M0.91%81,772CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.6M0.90%9,171CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4.5M0.87%37,199CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.3M0.84%12,258CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.9M0.76%4,266CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.8M0.74%35,181CommonSOLE
023135106AMZNAMAZON COM INC$3.8M0.73%17,112CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.6M0.71%16,080CommonSOLE
219350105GLWCORNING INC$3.6M0.69%75,170CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.4M0.66%1,997CommonSOLE
58933Y105MRKMERCK & CO INC$3.4M0.66%34,113CommonSOLE
46434V613IUSBISHARES TR$3.0M0.58%65,948CommonSOLE
871829107SYYSYSCO CORP$2.9M0.56%38,024CommonSOLE
02209S103MOALTRIA GROUP INC$2.9M0.56%54,866CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.8M0.54%20,258CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.6M0.51%9,116CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$2.6M0.51%25,770CommonSOLE
78464A763SDYSPDR SER TR$2.6M0.50%19,383CommonSOLE
464288679SHVISHARES TR$2.3M0.45%21,232CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$2.3M0.45%26,238CommonSOLE
92826C839VVISA INC$2.3M0.45%7,261CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.3M0.44%9,784CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.1M0.41%5,740CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2.1M0.40%24,140CommonSOLE
464288588MBBISHARES TR$1.9M0.37%21,087CommonSOLE
636274409NGGNATIONAL GRID PLC$1.9M0.37%31,872CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.8M0.34%356CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.7M0.34%19,426CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.7M0.33%22,585CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.7M0.33%3,236CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.7M0.33%41,694CommonSOLE
46429B697USMVISHARES TR$1.6M0.31%17,942CommonSOLE
34959E109FTNTFORTINET INC$1.6M0.30%16,597CommonSOLE
872590104TMUST-MOBILE US INC$1.5M0.29%6,889CommonSOLE
46435U713IFRAISHARES TR$1.5M0.28%31,361CommonSOLE
171779309CIENCIENA CORP$1.4M0.27%16,295CommonSOLE
303250104FICOFAIR ISAAC CORP$1.3M0.25%646CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.2M0.23%5,933CommonSOLE
464287465EFAISHARES TR$1.2M0.23%15,774CommonSOLE
02079K107GOOGALPHABET INC$1.2M0.23%6,208CommonSOLE
46137V381RSPDINVESCO EXCHANGE TRADED FD T$1.2M0.23%22,063CommonSOLE
00162Q452AMLPALPS ETF TR$1.2M0.23%24,377CommonSOLE
87612G101TRGPTARGA RES CORP$1.1M0.22%6,349CommonSOLE
46432F842IEFAISHARES TR$1.1M0.22%16,050CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.21%2,109CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$1.1M0.21%15,257CommonSOLE
92840M102VSTVISTRA CORP$1.1M0.21%7,949CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.1M0.21%17,969CommonSOLE
629377508NRGNRG ENERGY INC$1.1M0.21%11,832CommonSOLE
25063F107DXYZDESTINY TECH100 INC$1.1M0.21%18,000CommonSOLE
464287457SHYISHARES TR$1.1M0.21%12,902CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.1M0.20%2,614CommonSOLE
74762E102QUREQUANTA SVCS INC$1.1M0.20%3,328CommonSOLE
48251W104KKRKKR & CO INC$1.0M0.20%6,968CommonSOLE
713448108PEPPEPSICO INC$987,1990.19%6,492CommonSOLE
464287242LQDISHARES TR$981,1960.19%9,184CommonSOLE
46435G425ESGUISHARES TR$972,4970.19%7,549CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$966,3030.19%2,616CommonSOLE
580135101MCDMCDONALDS CORP$960,0770.19%3,312CommonSOLE
78464A631XARSPDR SER TR$911,7930.18%5,499CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$876,1660.17%9,638CommonSOLE
949746101WMT2WELLS FARGO CO NEW$857,1390.17%12,203CommonSOLE
46434G103IEMGISHARES INC$840,8910.16%16,103CommonSOLE
380237107GDDYGODADDY INC$836,8490.16%4,240CommonSOLE
00724F101ADBEADOBE INC$835,9980.16%1,880CommonSOLE
969457100WMBWILLIAMS COS INC$830,6930.16%15,349CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$828,9950.16%7,056CommonSOLE
88162G103TTEKTETRA TECH INC NEW$823,6120.16%20,673CommonSOLE
58155Q103MCKMCKESSON CORP$817,8210.16%1,435CommonSOLE
695156109PKGPACKAGING CORP AMER$793,1330.15%3,523CommonSOLE
742718109PGPROCTER AND GAMBLE CO$778,2250.15%4,642CommonSOLE
031162100AMGNAMGEN INC$775,8020.15%2,977CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$774,2080.15%1,352CommonSOLE
872540109TJXTJX COS INC NEW$769,6810.15%6,371CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$766,6460.15%2,619CommonSOLE
040413205ANETARISTA NETWORKS INC$758,6780.15%6,864CommonSOLE
863667101SYKSTRYKER CORPORATION$757,8580.15%2,105CommonSOLE
369604301GEGE AEROSPACE$751,6980.15%4,507CommonSOLE
46284V101IRMIRON MTN INC DEL$744,5990.14%7,084CommonSOLE
64110D104NTAPNETAPP INC$743,2600.14%6,403CommonSOLE
65249B208NWSNEWS CORP NEW$720,7350.14%23,685CommonSOLE
46137V746PWBINVESCO EXCHANGE TRADED FD T$717,0490.14%7,048CommonSOLE
294429105EFXEQUIFAX INC$714,7460.14%2,805CommonSOLE
929740108WABWABTEC$707,9290.14%3,734CommonSOLE
893641100TDGTRANSDIGM GROUP INC$698,2880.14%551CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$684,3860.13%2,769CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$657,0560.13%6,006CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$651,2950.13%4,521CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$636,3280.12%1,232CommonSOLE
922908363VOOVANGUARD INDEX FDS$635,6300.12%1,180CommonSOLE
384802104GWWGRAINGER W W INC$624,3000.12%592CommonSOLE
09290D101BLKBLACKROCK INC$620,4490.12%605CommonSOLE
718546104PSXPHILLIPS 66$612,4180.12%5,375CommonSOLE
464287721IYWISHARES TR$607,6990.12%3,810CommonSOLE
032095101APHAMPHENOL CORP NEW$605,6040.12%8,720CommonSOLE
115236101BROBROWN & BROWN INC$602,1420.12%5,902CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$595,7740.12%13,652CommonSOLE
92204A702VGTVANGUARD WORLD FD$594,8250.12%957CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$586,4620.11%1,714CommonSOLE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$569,4520.11%4,119CommonSOLE
855244109SBUXSTARBUCKS CORP$557,2840.11%6,107CommonSOLE
H2906T109GRMNGARMIN LTD$548,4450.11%2,659CommonSOLE
464287614IWFISHARES TR$530,8890.10%1,322CommonSOLE
744320102PRUPRUDENTIAL FINL INC$524,4950.10%4,425CommonSOLE
001055102AFLAFLAC INC$508,0160.10%4,911CommonSOLE
025816109AXPAMERICAN EXPRESS CO$492,0780.10%1,658CommonSOLE
78463V107GLDSPDR GOLD TR$483,5340.09%1,997CommonSOLE
464287432TLTISHARES TR$483,1950.09%5,533CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$479,7180.09%911CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$475,1070.09%2,900CommonSOLE
64110L106NFLXNETFLIX INC$475,0740.09%533CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$468,8240.09%6,194CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$458,0470.09%5,307CommonSOLE
512807306LRCXLAM RESEARCH CORP$450,1370.09%6,232CommonSOLE
609207105MDLZMONDELEZ INTL INC$444,8930.09%7,448CommonSOLE
002824100ABTABBOTT LABS$437,5560.08%3,868CommonSOLE
30231G102XOMEXXON MOBIL CORP$430,9950.08%4,007CommonSOLE
704326107PAYXPAYCHEX INC$424,4230.08%3,027CommonSOLE
548661107LOWLOWES COS INC$418,1910.08%1,694CommonSOLE
46137V837PDPINVESCO EXCHANGE TRADED FD T$414,5140.08%3,852CommonSOLE
646025106NJRNEW JERSEY RES CORP$407,5630.08%8,737CommonSOLE
464287804IJRISHARES TR$403,5700.08%3,503CommonSOLE
958102105WDCWESTERN DIGITAL CORP$402,9800.08%6,758CommonSOLE
65339F101NEENEXTERA ENERGY INC$400,9940.08%5,593CommonSOLE
147528103CASYCASEYS GEN STORES INC$400,5890.08%1,011CommonSOLE
482480100KLACKLA CORP$398,3090.08%632CommonSOLE
747525103QCOMQUALCOMM INC$397,7220.08%2,589CommonSOLE
03073E105CORCENCORA INC$390,9130.08%1,740CommonSOLE
29273V100ETENERGY TRANSFER L P$386,5830.07%19,734CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$385,6690.07%1,706CommonSOLE
78409V104SPGIS&P GLOBAL INC$385,2180.07%773CommonSOLE
98419M100XYLXYLEM INC$383,7820.07%3,308CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$381,3660.07%3,407CommonSOLE
701094104PHPARKER-HANNIFIN CORP$380,7270.07%599CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$380,2250.07%6,429CommonSOLE
049560105ATOATMOS ENERGY CORP$372,3750.07%2,674CommonSOLE
36828A101GEVGE VERNOVA INC$370,0460.07%1,125CommonSOLE
29977A105EVREVERCORE INC$369,2880.07%1,332CommonSOLE
172908105CTASCINTAS CORP$368,7110.07%2,018CommonSOLE
20030N101CMCSACOMCAST CORP NEW$367,7330.07%9,798CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$367,3830.07%1,449CommonSOLE
464288646IGSBISHARES TR$366,2970.07%7,085CommonSOLE
H1467J104CBCHUBB LIMITED$365,8200.07%1,324CommonSOLE
595112103MUMICRON TECHNOLOGY INC$363,6620.07%4,321CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$361,4440.07%1,063CommonSOLE
00768Y206AADRADVISORSHARES TR$359,5170.07%5,209CommonSOLE
235851102DHRDANAHER CORPORATION$358,3280.07%1,561CommonSOLE
303075105FDSFACTSET RESH SYS INC$358,2380.07%746CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$355,4190.07%5,704CommonSOLE
032654105ADIANALOG DEVICES INC$354,4660.07%1,668CommonSOLE
92939U106WECWEC ENERGY GROUP INC$352,3200.07%3,746CommonSOLE
670100205NVONOVO-NORDISK A S$351,3060.07%4,084CommonSOLE
907818108UNPUNION PAC CORP$351,1830.07%1,540CommonSOLE
125896100CMSCMS ENERGY CORP$348,1860.07%5,224CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$345,5420.07%3,300CommonSOLE
G54950103LINLINDE PLC$339,4120.07%811CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$338,6870.07%1,611CommonSOLE
060505104BACBANK AMERICA CORP$332,7050.06%7,570CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$330,4830.06%1,885CommonSOLE
278865100ECLECOLAB INC$329,0160.06%1,404CommonSOLE
464287507IJHISHARES TR$325,7490.06%5,228CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$321,5190.06%6,060CommonSOLE
74348A467NOBLPROSHARES TR$319,3110.06%3,208CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$314,1380.06%441CommonSOLE
464287440IEFISHARES TR$313,5770.06%3,392CommonSOLE
74340W103PLDPROLOGIS INC.$312,1960.06%2,954CommonSOLE
29084Q100EMEEMCOR GROUP INC$310,9530.06%685CommonSOLE
G5960L103MDTMEDTRONIC PLC$305,9370.06%3,830CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$304,5510.06%3,904CommonSOLE
922908769VTIVANGUARD INDEX FDS$301,6920.06%1,041CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$301,0590.06%5,675CommonSOLE
546347105LPXLOUISIANA PAC CORP$299,3630.06%2,891CommonSOLE
98978V103ZTSZOETIS INC$295,2840.06%1,812CommonSOLE
464287176TIPISHARES TR$290,8820.06%2,730CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$290,3070.06%2,332CommonSOLE
87612E106TGTTARGET CORP$289,9900.06%2,145CommonSOLE
464288281EMBISHARES TR$286,9130.06%3,222CommonSOLE
43940T109HOPEHOPE BANCORP INC$286,4370.06%23,307CommonSOLE
46432F339QUALISHARES TR$285,6280.06%1,604CommonSOLE
579780206MKCMCCORMICK & CO INC$284,1750.06%3,727CommonSOLE
25754A201DPZDOMINOS PIZZA INC$282,4980.05%673CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$276,7610.05%1,521CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$275,7910.05%10,095CommonSOLE
00287Y109ABBVABBVIE INC$273,3030.05%1,538CommonSOLE
33738R605FVFIRST TR EXCHANGE-TRADED FD$269,9690.05%4,571CommonSOLE
654106103NKENIKE INC$264,3030.05%3,493CommonSOLE
756109104OREALTY INCOME CORP$263,5120.05%4,934CommonSOLE
464287291IXNISHARES TR$259,9980.05%3,068CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$257,5210.05%2,277CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$256,9110.05%1,950CommonSOLE
693506107PPGPPG INDS INC$253,9920.05%2,126CommonSOLE
191216100KOCOCA COLA CO$252,7760.05%4,060CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$247,7610.05%1,074CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$246,8970.05%1,943CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$246,3560.05%7,122CommonSOLE
833034101SNASNAP ON INC$245,4440.05%723CommonSOLE
N3167Y103RACEFERRARI N V$227,2890.04%535CommonSOLE
441593100HLIHOULIHAN LOKEY INC$226,7110.04%1,305CommonSOLE
88160R101TSLATESLA INC$224,5350.04%556CommonSOLE
05464C101AXONAXON ENTERPRISE INC$220,4930.04%371CommonSOLE
46432F396MTUMISHARES TR$213,4440.04%1,032CommonSOLE
23345M107DTMDT MIDSTREAM INC$211,2890.04%2,125CommonSOLE
136375102CNICANADIAN NATL RY CO$208,5020.04%2,054CommonSOLE
78464A359CWBSPDR SER TR$204,3050.04%2,623CommonSOLE
093671105HRBBLOCK H & R INC$204,1740.04%3,864CommonSOLE
464287309IVWISHARES TR$203,3030.04%2,002CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$201,4420.04%3,291CommonSOLE
74767V109QSQUANTUMSCAPE CORP$133,5130.03%25,725CommonSOLE
45339J105INDAPTUS THERAPEUTICS INC$38,1770.01%45,336CommonSOLE
66510M204NAKNORTHERN DYNASTY MINERALS LT$20,3530.00%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.