MondegarAI
Capital Wealth Alliance, LLC

Q4 2024 · 13F-HR

Capital Wealth Alliance, LLCholdings as filed

Filed 2025-01-29 · accession 0001172661-25-000398

$176.5M
Reported value
80
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
85207K107PSLVSPROTT PHYSICAL SILVER TR$23.5M13.3%2,432,372CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$19.3M10.9%959,393CommonNONE
594972408MSTRMICROSTRATEGY INC$12.6M7.14%43,531CommonNONE
002824100ABTABBOTT LABS$8.2M4.67%72,937CommonNONE
78468R663BILSPDR SER TR$7.6M4.30%83,012CommonNONE
464288679SHVISHARES TR$6.9M3.93%62,946CommonNONE
46434V860TFLOISHARES TR$6.8M3.84%134,194CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$6.4M3.64%241,510CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.5M3.11%12,107CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.2M2.38%7,152CommonNONE
00287Y109ABBVABBVIE INC$4.1M2.31%22,982CommonNONE
921078101OUNZVANECK MERK GOLD ETF$3.8M2.14%149,254CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.8M2.13%8,822CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$3.1M1.78%132,078CommonNONE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$3.1M1.74%86,491CommonNONE
46090E103QQQINVESCO QQQ TR$2.9M1.62%5,577CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$2.5M1.44%47,779CommonNONE
922908363VOOVANGUARD INDEX FDS$2.5M1.40%4,590CommonNONE
92189F106GDXVANECK ETF TRUST$2.5M1.40%72,659CommonNONE
36465E101GNTGAMCO NAT RES GOLD & INCOME$1.9M1.09%365,101CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.7M0.95%17,382CommonNONE
464287614IWFISHARES TR$1.6M0.93%4,091CommonNONE
921909768VXUSVANGUARD STAR FDS$1.6M0.92%27,698CommonNONE
526107107LIILENNOX INTL INC$1.6M0.91%2,650CommonNONE
92204A306VDEVANGUARD WORLD FD$1.5M0.88%12,736CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.5M0.83%29,473CommonNONE
464288448IDVISHARES TR$1.5M0.83%53,274CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$1.4M0.81%18,460CommonNONE
46434V878ICSHISHARES TR$1.4M0.80%28,055CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.4M0.78%16,114CommonNONE
91201T102UGAUNITED STS GASOLINE FD LP$1.3M0.75%21,059CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.3M0.73%22,447CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$1.3M0.72%19,728CommonNONE
36465A109GGNGAMCO GLOBAL GOLD NAT RES &$1.2M0.69%323,117CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$1.1M0.65%22,907CommonNONE
78464A755XMESPDR SER TR$1.1M0.64%19,981CommonNONE
464287549IGMISHARES TR$1.1M0.64%11,046CommonNONE
85208P303URNMSPROTT FDS TR$1.1M0.63%27,555CommonNONE
46137V647PSIINVESCO EXCHANGE TRADED FD T$1.1M0.60%18,208CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.59%1,128CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$970,2690.55%19,081CommonNONE
46432F834IXUSISHARES TR$912,4010.52%13,795CommonNONE
464286327SLVPISHARES INC$895,7690.51%77,623CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$884,3230.50%17,616CommonNONE
46138E651PIOINVESCO EXCH TRADED FD TR II$828,4390.47%21,210CommonNONE
594918104MSFTMICROSOFT CORP$790,3930.45%1,875CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$773,9720.44%5,210CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$716,2360.41%3,804CommonNONE
33734X168FXZFIRST TR EXCHANGE TRADED FD$682,7850.39%12,019CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$680,9200.39%1CommonNONE
464287788IYFISHARES TR$528,2410.30%4,777CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$514,4180.29%21,500CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$501,6570.28%6,147CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$496,9510.28%6,508CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$477,9230.27%4,436CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$463,7040.26%35,697CommonNONE
003881307ACTGACACIA RESH CORP$460,3440.26%106,070CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$438,1110.25%2,237CommonNONE
464287101OEFISHARES TR$418,8330.24%1,450CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$415,7640.24%4,376CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$387,2330.22%4,537CommonNONE
037833100AAPLAPPLE INC$364,8360.21%1,457CommonNONE
06368B504FNGSBANK MONTREAL MEDIUM$334,9250.19%5,839CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$333,8720.19%1,373CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$329,7820.19%8,813CommonNONE
46137V316RSPMINVESCO EXCHANGE TRADED FD T$300,7840.17%9,235CommonNONE
62944T105NVRNVR INC$286,2620.16%35CommonNONE
147448104CWSTCASELLA WASTE SYS INC$285,6870.16%2,700CommonNONE
00326A104SGOLETFS GOLD TR$276,6020.16%11,042CommonNONE
464286764EWPISHARES INC$258,7330.15%8,333CommonNONE
30231G102XOMEXXON MOBIL CORP$258,0600.15%2,399CommonNONE
33939L860QDFFLEXSHARES TR$256,5900.15%3,637CommonNONE
464286814EWNISHARES INC$253,8420.14%5,706CommonNONE
33737J802NFTYFIRST TR EXCH TRD ALPHDX FD$249,0290.14%4,448CommonNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$246,2270.14%16,470CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$244,8530.14%1,398CommonNONE
56585A102MPCMARATHON PETE CORP$228,3620.13%1,637CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$222,3540.13%1,800CommonNONE
85210B102SGDMSPROTT ETF TRUST$214,5340.12%7,728CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$205,5890.12%7,457CommonNONE

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.