MondegarAI
MSA Advisors, LLC

Q4 2024 · 13F-HR

MSA Advisors, LLCholdings as filed

Filed 2025-02-12 · accession 0001172661-25-000675

$399.8M
Reported value
31
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
03769M106APOAPOLLO GLOBAL MGMT INC$136.7M34.2%827,972CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$90.6M22.7%154,578CommonSOLE
855244109SBUXSTARBUCKS CORP$31.8M7.95%348,257CommonSOLE
037833100AAPLAPPLE INC$21.5M5.38%85,866CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$19.9M4.99%153,975CommonSOLE
594918104MSFTMICROSOFT CORP$16.0M4.00%37,900CommonSOLE
02079K107GOOGALPHABET INC$15.6M3.91%82,115CommonSOLE
464287655IWMISHARES TR$14.8M3.70%67,000CommonSOLE
30303M102METAMETA PLATFORMS INC$14.2M3.56%24,324CommonSOLE
872657101TPGTPG INC$10.7M2.66%169,493CommonSOLE
254687106DISDISNEY WALT CO$9.7M2.42%86,990CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.6M1.64%27,350CommonSOLE
82509L107SHOPSHOPIFY INC$2.1M0.52%19,500CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.9M0.48%4,275CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.1M0.28%2,093CommonSOLE
060505104BACBANK AMERICA CORP$879,0000.22%20,000CommonSOLE
20030N101CMCSACOMCAST CORP NEW$862,7400.22%22,988CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$744,3080.19%6,162CommonSOLE
073463309BODITHE BEACHBODY COMPANY INC$718,4980.18%116,829CommonSOLE
532457108LLYELI LILLY & CO$617,6000.15%800CommonSOLE
654106103NKENIKE INC$534,9870.13%7,070CommonSOLE
577081102MATMATTEL INC$318,2540.08%17,950CommonSOLE
670100205NVONOVO-NORDISK A S$301,0700.08%3,500CommonSOLE
67066G104NVDANVIDIA CORPORATION$295,4380.07%2,200CommonSOLE
88339Y102EAGL2023 ETF SERIES TRUST$250,6500.06%9,000CommonSOLE
81730H109SSENTINELONE INC$237,0740.06%10,679CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$232,3060.06%4,100CommonSOLE
023135106AMZNAMAZON COM INC$219,3900.05%1,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$215,3080.05%475CommonSOLE
G7823S101SATLSATELLOGIC INC$74,8440.02%26,261CommonSOLE
29350E104ENOBGBPRENOVARO INC$20,8880.01%25,000CommonSOLE

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.