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Ardent Capital Management, Inc.

Q4 2024 · 13F-HR

Ardent Capital Management, Inc.holdings as filed

Filed 2025-02-03 · accession 0001172661-25-000468

$219.8M
Reported value
42
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$71.4M32.5%157,599CommonSOLE
037833100AAPLAPPLE INC$33.3M15.1%132,958CommonSOLE
478160104JNJJOHNSON & JOHNSON$21.7M9.87%149,955CommonSOLE
02079K107GOOGALPHABET INC$19.7M8.98%103,706CommonSOLE
30303M102METAMETA PLATFORMS INC$14.7M6.67%25,039CommonSOLE
863667101SYKSTRYKER CORPORATION$11.5M5.21%31,804CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$9.0M4.10%105,667CommonSOLE
02079K305GOOGLALPHABET INC$4.8M2.17%25,148CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.9M1.79%4,283CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.5M1.61%21,146CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3.1M1.39%25,434CommonSOLE
464287622IWBISHARES TR$1.9M0.87%5,929CommonSOLE
023135106AMZNAMAZON COM INC$1.5M0.70%6,994CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.4M0.62%7,755CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.3M0.60%12,443CommonSOLE
46432F339QUALISHARES TR$1.2M0.56%6,874CommonSOLE
464287200IVVISHARES TR$1.2M0.53%1,966CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.1M0.51%18,865CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.1M0.49%6,315CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$987,6050.45%4,120CommonSOLE
922908629VOVANGUARD INDEX FDS$971,9980.44%3,680CommonSOLE
49177J102KVUEKENVUE INC$941,5560.43%44,101CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$887,9920.40%15,700CommonSOLE
464287804IJRISHARES TR$880,9720.40%7,646CommonSOLE
594918104MSFTMICROSOFT CORP$871,2400.40%2,067CommonSOLE
46436F103IAUMISHARES GOLD TR$745,8450.34%28,500CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$680,4390.31%1,161CommonSOLE
464287614IWFISHARES TR$606,3860.28%1,510CommonSOLE
00724F101ADBEADOBE INC$564,7440.26%1,270CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$477,4430.22%1,631CommonSOLE
00287Y109ABBVABBVIE INC$459,3540.21%2,585CommonSOLE
464287507IJHISHARES TR$443,6470.20%7,120CommonSOLE
74340W103PLDPROLOGIS INC.$421,7430.19%3,990CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$415,7930.19%730CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$339,7980.15%9,997CommonSOLE
78463V107GLDSPDR GOLD TR$338,9820.15%1,400CommonSOLE
92826C839VVISA INC$289,8090.13%917CommonSOLE
580135101MCDMCDONALDS CORP$275,6850.13%951CommonSOLE
30049H102EVLVEVOLV TECHNOLOGIES HLDNGS IN$264,3580.12%66,926CommonSOLE
842587107SOSOUTHERN CO$257,5790.12%3,129CommonSOLE
922908769VTIVANGUARD INDEX FDS$215,6190.10%744CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$209,2650.10%5,870CommonSOLE

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.