MondegarAI
MSA Advisors, LLC

Q1 2025 · 13F-HR

MSA Advisors, LLCholdings as filed

Filed 2025-05-12 · accession 0001172661-25-001714

$390.5M
Reported value
30
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
03769M106APOAPOLLO GLOBAL MGMT INC$127.5M32.6%930,702CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$75.3M19.3%134,528CommonSOLE
855244109SBUXSTARBUCKS CORP$34.4M8.81%350,557CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$25.0M6.39%191,205CommonSOLE
037833100AAPLAPPLE INC$23.9M6.13%107,690CommonSOLE
594918104MSFTMICROSOFT CORP$15.2M3.89%40,440CommonSOLE
30303M102METAMETA PLATFORMS INC$14.1M3.62%24,536CommonSOLE
02079K107GOOGALPHABET INC$13.7M3.52%87,865CommonSOLE
464287655IWMISHARES TR$13.4M3.42%67,000CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$11.7M3.00%21,275CommonSOLE
254687106DISDISNEY WALT CO$10.0M2.56%101,170CommonSOLE
872657101TPGTPG INC$8.0M2.06%169,493CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7.7M1.96%31,200CommonSOLE
532457108LLYELI LILLY & CO$2.1M0.53%2,500CommonSOLE
82509L107SHOPSHOPIFY INC$1.9M0.48%19,500CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.1M0.28%2,093CommonSOLE
073463309BODITHE BEACHBODY COMPANY INC$875,0490.22%116,829CommonSOLE
20030N101CMCSACOMCAST CORP NEW$848,2570.22%22,988CommonSOLE
060505104BACBANK AMERICA CORP$834,6000.21%20,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$633,0840.16%6,162CommonSOLE
654106103NKENIKE INC$448,8040.11%7,070CommonSOLE
023135106AMZNAMAZON COM INC$353,8840.09%1,860CommonSOLE
577081102MATMATTEL INC$348,7690.09%17,950CommonSOLE
88339Y102EAGL2023 ETF SERIES TRUST$308,1100.08%11,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$252,9760.06%475CommonSOLE
670100205NVONOVO-NORDISK A S$243,0400.06%3,500CommonSOLE
67066G104NVDANVIDIA CORPORATION$238,4360.06%2,200CommonSOLE
81730H109SSENTINELONE INC$194,1440.05%10,679CommonSOLE
G7823S101SATLSATELLOGIC INC$93,7520.02%26,261CommonSOLE
29350E104ENOBGBPRENOVARO INC$13,5800.00%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.