MondegarAI
Lebenthal Global Advisors, LLC

Q2 2024 · 13F-HR

Lebenthal Global Advisors, LLCholdings as filed

Filed 2024-07-24 · accession 0001172661-24-002888

$456.3M
Reported value
179
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$52.3M11.5%923,467CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$37.9M8.32%474,682CommonNONE
922908744VTVVANGUARD INDEX FDS$34.4M7.54%214,533CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$32.0M7.01%576,254CommonNONE
464287432TLTISHARES TR$25.9M5.68%282,417CommonNONE
464287804IJRISHARES TR$24.9M5.46%233,442CommonNONE
464288414MUBISHARES TR$21.4M4.68%200,587CommonNONE
464289867AORISHARES TR$20.4M4.48%362,993CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$16.9M3.71%31,144CommonNONE
037833100AAPLAPPLE INC$10.4M2.27%49,276CommonNONE
46435G102ICVTISHARES TR$9.3M2.03%117,816CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$7.5M1.65%80,099CommonNONE
67066G104NVDANVIDIA CORPORATION$6.3M1.38%51,121CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$5.5M1.20%94,865CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$5.4M1.18%54,632CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$5.1M1.11%74,224CommonNONE
922908769VTIVANGUARD INDEX FDS$4.8M1.06%18,060CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$3.6M0.78%36,074CommonNONE
46435G524IGROISHARES TR$3.3M0.73%49,124CommonNONE
02079K305GOOGLALPHABET INC$3.2M0.69%17,372CommonNONE
30303M102METAMETA PLATFORMS INC$2.7M0.60%5,423CommonNONE
921937835BNDVANGUARD BD INDEX FDS$2.7M0.60%37,923CommonNONE
464287507IJHISHARES TR$2.7M0.60%46,629CommonNONE
594918104MSFTMICROSOFT CORP$2.7M0.58%5,960CommonNONE
78468R408SJNKSPDR SER TR$2.4M0.54%98,080CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.3M0.51%25,543CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$2.2M0.49%93,822CommonNONE
464287739IYRISHARES TR$2.2M0.48%25,131CommonNONE
922908553VNQVANGUARD INDEX FDS$2.1M0.47%25,610CommonNONE
58155Q103MCKMCKESSON CORP$2.1M0.45%3,554CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.0M0.43%16,490CommonNONE
023135106AMZNAMAZON COM INC$1.9M0.43%10,038CommonNONE
74762E102QUREQUANTA SVCS INC$1.9M0.41%7,291CommonNONE
532457108LLYELI LILLY & CO$1.8M0.38%1,934CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.7M0.36%8,231CommonNONE
58933Y105MRKMERCK & CO INC$1.5M0.33%12,077CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1.5M0.32%18,838CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.31%12,270CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.4M0.31%13,864CommonNONE
806857108SLBSCHLUMBERGER LTD$1.4M0.30%29,139CommonNONE
78468R853SPSMSPDR SER TR$1.4M0.30%33,013CommonNONE
92826C839VVISA INC$1.4M0.30%5,168CommonNONE
81762P102NOWSERVICENOW INC$1.3M0.29%1,659CommonNONE
040413106ANETEURARISTA NETWORKS INC$1.3M0.28%3,639CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.3M0.28%7,286CommonNONE
337738108FISVFISERV INC$1.3M0.28%8,459CommonNONE
68389X105ORCLORACLE CORP$1.2M0.27%8,834CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$1.2M0.26%23,945CommonNONE
911363109URIUNITED RENTALS INC$1.2M0.26%1,812CommonNONE
038222105AMATAPPLIED MATLS INC$1.2M0.26%4,935CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.25%15,639CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.1M0.25%5,062CommonNONE
670100205NVONOVO-NORDISK A S$1.1M0.25%7,974CommonNONE
09247X101BLKCHFBLACKROCK INC$1.1M0.25%1,429CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.25%3,304CommonNONE
031162100AMGNAMGEN INC$1.1M0.24%3,571CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.1M0.24%4,785CommonNONE
00724F101ADBEADOBE INC$1.1M0.24%1,938CommonNONE
79466L302CRMSALESFORCE INC$1.1M0.23%4,137CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.0M0.23%16,650CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.0M0.23%2,329CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.0M0.23%3,507CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.0M0.22%17,102CommonNONE
437076102HDHOME DEPOT INC$1.0M0.22%2,949CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$971,0310.21%50,946CommonNONE
032654105ADIANALOG DEVICES INC$958,7460.21%4,200CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$952,2520.21%2,895CommonNONE
922907746VTEBVANGUARD MUN BD FDS$942,9700.21%18,818CommonNONE
863667101SYKSTRYKER CORPORATION$942,4930.21%2,770CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$939,5090.21%3,623CommonNONE
921909768VXUSVANGUARD STAR FDS$927,5870.20%15,383CommonNONE
65339F101NEENEXTERA ENERGY INC$909,5540.20%12,845CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$909,1980.20%2,235CommonNONE
253393102DKSDICKS SPORTING GOODS INC$899,2070.20%4,185CommonNONE
830566105SKAASKECHERS U S A INC$886,6710.19%12,828CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$864,6980.19%7,053CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$859,9650.19%1,012CommonNONE
949746101WMT2WELLS FARGO CO NEW$858,0670.19%14,448CommonNONE
64110L106NFLXNETFLIX INC$857,7720.19%1,271CommonNONE
067901108ABXBARRICK GOLD CORP$856,9670.19%51,377CommonNONE
526057104LENLENNAR CORP$841,6700.18%5,616CommonNONE
345370860FFORD MTR CO DEL$792,1890.17%63,173CommonNONE
03076C106AMPAMERIPRISE FINL INC$792,0100.17%1,854CommonNONE
55616P104MMACYS INC$778,1380.17%40,528CommonNONE
89832Q109TFCTRUIST FINL CORP$767,0540.17%19,744CommonNONE
254709108DFSEURDISCOVER FINL SVCS$756,2130.17%5,781CommonNONE
49456B101KMIKINDER MORGAN INC DEL$742,7610.16%37,381CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$720,8190.16%2,679CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$701,3500.15%61,902CommonNONE
457187102INGRINGREDION INC$701,0460.15%6,112CommonNONE
055622104BPBP PLC$662,5430.15%18,353CommonNONE
09260D107BXBLACKSTONE INC$646,5700.14%5,223CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$633,5200.14%2,088CommonNONE
872590104TMUST-MOBILE US INC$626,1440.14%3,554CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$623,8620.14%3,607CommonNONE
922908736VUGVANGUARD INDEX FDS$621,6050.14%1,662CommonNONE
143658300CCL1EURCARNIVAL CORP$615,6450.13%32,887CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$611,5550.13%58,860CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$596,0870.13%7,910CommonNONE
501044101KRKROGER CO$584,8010.13%11,712CommonNONE
780259305SHELSHELL PLC$576,5020.13%7,987CommonNONE
57636Q104MAMASTERCARD INCORPORATED$561,2130.12%1,272CommonNONE
46982L108JJACOBS SOLUTIONS INC$560,8710.12%4,015CommonNONE
20030N101CMCSACOMCAST CORP NEW$543,6900.12%13,884CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$540,5220.12%1,195CommonNONE
92204A306VDEVANGUARD WORLD FD$533,6250.12%4,183CommonNONE
26614N102DDDUPONT DE NEMOURS INC$519,0210.11%6,448CommonNONE
717081103PFEPFIZER INC$512,1670.11%18,305CommonNONE
842587107SOSOUTHERN CO$511,3410.11%6,592CommonNONE
46429B655FLOTISHARES TR$509,5720.11%9,974CommonNONE
571903202MARMARRIOTT INTL INC NEW$497,5630.11%2,058CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$496,9930.11%10,057CommonNONE
88160R101TSLATESLA INC$492,3250.11%2,488CommonNONE
617446448MSMORGAN STANLEY$491,5270.11%5,057CommonNONE
086516101BBYBEST BUY INC$490,7360.11%5,822CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$482,8200.11%1,260CommonNONE
718546104PSXPHILLIPS 66$475,3400.10%3,367CommonNONE
747525103QCOMQUALCOMM INC$472,8530.10%2,374CommonNONE
478160104JNJJOHNSON & JOHNSON$472,7290.10%3,234CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$466,9050.10%6,635CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$462,8520.10%11,145CommonNONE
00214Q104ARKKARK ETF TR$460,5080.10%10,478CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$460,2540.10%9,710CommonNONE
40434L105HPQHP INC$456,5910.10%13,038CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$456,3620.10%11,066CommonNONE
22041X102CRSRCORSAIR GAMING INC$436,1680.10%39,508CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$434,7280.10%35,943CommonNONE
91823B109UWMCUWM HOLDINGS CORPORATION$433,1180.09%62,499CommonNONE
191216100KOCOCA COLA CO$430,9250.09%6,770CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$424,6120.09%9,392CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$419,7680.09%14,430CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$414,4660.09%19,578CommonNONE
907818108UNPUNION PAC CORP$413,6030.09%1,828CommonNONE
285512109EAELECTRONIC ARTS INC$412,4840.09%2,960CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$406,1030.09%10,219CommonNONE
889478103TOLTOLL BROTHERS INC$399,3290.09%3,467CommonNONE
595112103MUMICRON TECHNOLOGY INC$399,3250.09%3,036CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$384,3250.08%7,908CommonNONE
457730109INSPINSPIRE MED SYS INC$383,4230.08%2,865CommonNONE
46432F339QUALISHARES TR$374,1350.08%2,191CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$360,0920.08%5,545CommonNONE
922908363VOOVANGUARD INDEX FDS$351,5920.08%703CommonNONE
053484101AVBAVALONBAY CMNTYS INC$329,5760.07%1,593CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$326,5850.07%1,591CommonNONE
876030107TPRTAPESTRY INC$325,1190.07%7,598CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$324,7340.07%3,549CommonNONE
46284V101IRMIRON MTN INC DEL$318,6880.07%3,556CommonNONE
921937819BIVVANGUARD BD INDEX FDS$311,5600.07%4,160CommonNONE
125523100CITHE CIGNA GROUP$311,3970.07%942CommonNONE
G5960L103MDTMEDTRONIC PLC$311,1950.07%3,954CommonNONE
25960P109DEIDOUGLAS EMMETT INC$310,8550.07%23,355CommonNONE
071734107BHCBAUSCH HEALTH COS INC$310,2560.07%44,513CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$301,9030.07%981CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$296,8120.07%3,465CommonNONE
00287Y109ABBVABBVIE INC$296,7300.07%1,730CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$291,5340.06%1,938CommonNONE
494368103KMBKIMBERLY-CLARK CORP$285,9350.06%2,069CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$278,4280.06%4,798CommonNONE
871829107SYYSYSCO CORP$276,6360.06%3,875CommonNONE
550021109LULULULULEMON ATHLETICA INC$274,2060.06%918CommonNONE
036752103ELVELEVANCE HEALTH INC$272,5560.06%503CommonNONE
142339100CSLCARLISLE COS INC$269,8700.06%666CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$264,1410.06%1,540CommonNONE
02079K107GOOGALPHABET INC$263,2210.06%1,435CommonNONE
745867101PHMPULTE GROUP INC$256,4230.06%2,329CommonNONE
46137V647PSIINVESCO EXCHANGE TRADED FD T$248,1000.05%3,950CommonNONE
00206R102TAT&T INC$243,7670.05%12,756CommonNONE
370334104GISGENERAL MLS INC$242,0480.05%3,826CommonNONE
98138H101WDAYWORKDAY INC$241,4450.05%1,080CommonNONE
G48833118WFRDWEATHERFORD INTL PLC$228,3690.05%1,865CommonNONE
060505104BACBANK AMERICA CORP$215,2810.05%5,413CommonNONE
46266C105IQVIQVIA HLDGS INC$211,2290.05%999CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$209,5490.05%2,040CommonNONE
11135F101AVGOBROADCOM INC$208,7190.05%130CommonNONE
98978V103ZTSZOETIS INC$200,9250.04%1,159CommonNONE
41068X100HASIHANNON ARMSTRONG SUST INFR C$200,6880.04%6,780CommonNONE
78464A359CWBSPDR SER TR$200,6150.04%2,784CommonNONE
040413106ANETEURARISTA NETWORKS INC$105,1440.02%300PUTNONE
46266C105IQVIQVIA HLDGS INC$42,2880.01%200CALLNONE

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.