MondegarAI
Capital Wealth Alliance, LLC

Q1 2025 · 13F-HR

Capital Wealth Alliance, LLCholdings as filed

Filed 2025-05-14 · accession 0001172661-25-001814

$167.3M
Reported value
72
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
85207K107PSLVSPROTT PHYSICAL SILVER TR$28.1M16.8%2,421,472CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$23.4M14.0%972,330CommonNONE
594972408MSTRMICROSTRATEGY INC$12.6M7.56%43,877CommonNONE
78468R663BILSPDR SER TR$8.6M5.15%93,842CommonNONE
46434V860TFLOISHARES TR$7.1M4.23%139,623CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.8M4.04%12,695CommonNONE
464288679SHVISHARES TR$6.7M4.01%60,788CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$6.0M3.58%227,036CommonNONE
921078101OUNZVANECK MERK GOLD ETF$4.5M2.67%148,272CommonNONE
922908363VOOVANGUARD INDEX FDS$4.0M2.39%7,771CommonNONE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$3.9M2.36%112,259CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.8M2.26%6,766CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$3.7M2.24%132,078CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.7M2.20%8,753CommonNONE
36465A109GGNGAMCO GLOBAL GOLD NAT RES &$3.6M2.16%685,000CommonNONE
92189F106GDXVANECK ETF TRUST$3.2M1.90%69,121CommonNONE
46090E103QQQINVESCO QQQ TR$2.5M1.50%5,357CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$2.0M1.22%43,599CommonNONE
92204A306VDEVANGUARD WORLD FD$1.7M1.04%13,453CommonNONE
526107107LIILENNOX INTL INC$1.5M0.89%2,650CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.4M0.83%14,844CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$1.4M0.83%27,562CommonNONE
46434V878ICSHISHARES TR$1.3M0.79%26,200CommonNONE
023135106AMZNAMAZON COM INC$1.2M0.74%6,534CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$1.2M0.74%27,480CommonNONE
464288448IDVISHARES TR$1.2M0.73%39,373CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.1M0.66%12,684CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.62%1,105CommonNONE
78464A755XMESPDR SER TR$1.0M0.62%18,653CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.0M0.61%16,847CommonNONE
464286327SLVPISHARES INC$834,6430.50%55,680CommonNONE
464287614IWFISHARES TR$802,7030.48%2,223CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$798,4420.48%1CommonNONE
921909768VXUSVANGUARD STAR FDS$776,0020.46%12,496CommonNONE
46138E651PIOINVESCO EXCH TRADED FD TR II$775,9080.46%19,335CommonNONE
594918104MSFTMICROSOFT CORP$704,3050.42%1,876CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$679,5760.41%9,963CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$617,1740.37%13,411CommonNONE
46432F834IXUSISHARES TR$597,3640.36%8,557CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$583,7860.35%3,009CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$574,2280.34%2,908CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$552,9990.33%5,534CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$545,3860.33%21,391CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$523,4530.31%10,698CommonNONE
85208P303URNMSPROTT FDS TR$516,8820.31%15,933CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$488,1910.29%5,963CommonNONE
464287549IGMISHARES TR$456,8860.27%5,039CommonNONE
30231G102XOMEXXON MOBIL CORP$442,2000.26%3,718CommonNONE
464287788IYFISHARES TR$382,3360.23%3,388CommonNONE
464287101OEFISHARES TR$382,1410.23%1,411CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$376,6900.23%6,507CommonNONE
91201T102UGAUNITED STS GASOLINE FD LP$367,1570.22%5,754CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$357,9030.21%11,009CommonNONE
003881307ACTGACACIA RESH CORP$339,4240.20%106,070CommonNONE
00326A104SGOLETFS GOLD TR$326,3200.20%10,943CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$314,7870.19%1,417CommonNONE
85210B102SGDMSPROTT ETF TRUST$312,1700.19%8,228CommonNONE
147448104CWSTCASELLA WASTE SYS INC$301,0770.18%2,700CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$271,2450.16%2,051CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$257,2160.15%1,482CommonNONE
62944T105NVRNVR INC$253,5540.15%35CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$251,3340.15%3,407CommonNONE
33939L860QDFFLEXSHARES TR$248,6250.15%3,637CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$241,6460.14%1,398CommonNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$234,8620.14%16,470CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$228,9790.14%1,747CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$224,5910.13%3,442CommonNONE
56585A102MPCMARATHON PETE CORP$223,9260.13%1,537CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$222,8530.13%10,093CommonNONE
33734X168FXZFIRST TR EXCHANGE TRADED FD$214,3140.13%3,865CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$204,7680.12%1,800CommonNONE
06738C778DJPBARCLAYS BANK PLC$18,9040.01%20,000CommonNONE

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.