MondegarAI
Lebenthal Global Advisors, LLC

Q1 2025 · 13F-HR

Lebenthal Global Advisors, LLCholdings as filed

Filed 2025-05-15 · accession 0001172661-25-001918

$533.6M
Reported value
174
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$39.4M7.39%70,481CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$37.3M6.98%719,523CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$36.1M6.77%631,853CommonNONE
46435G102ICVTISHARES TR$34.9M6.54%417,681CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$32.9M6.17%402,888CommonNONE
315912808ONEQFIDELITY COMWLTH TR$31.0M5.81%455,496CommonNONE
922908744VTVVANGUARD INDEX FDS$21.5M4.02%124,296CommonNONE
464287804IJRISHARES TR$19.8M3.71%189,522CommonNONE
464289867AORISHARES TR$19.8M3.70%343,131CommonNONE
464288414MUBISHARES TR$18.4M3.46%174,867CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$13.4M2.51%144,072CommonNONE
78468R770ONEYSPDR SER TR$12.5M2.35%114,558CommonNONE
922908769VTIVANGUARD INDEX FDS$11.9M2.23%43,306CommonNONE
464287614IWFISHARES TR$11.6M2.18%32,260CommonNONE
037833100AAPLAPPLE INC$10.4M1.95%46,803CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$7.8M1.46%78,778CommonNONE
464287507IJHISHARES TR$7.6M1.43%131,030CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$5.4M1.01%41,809CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$4.8M0.90%49,872CommonNONE
78468R408SJNKSPDR SER TR$4.4M0.83%175,104CommonNONE
67066G104NVDANVIDIA CORPORATION$4.3M0.81%39,885CommonNONE
464288406IMCVISHARES TR$4.1M0.77%55,382CommonNONE
30303M102METAMETA PLATFORMS INC$3.7M0.69%6,353CommonNONE
921935805VFVAVANGUARD WELLINGTON FD$3.3M0.62%29,178CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$3.3M0.62%44,729CommonNONE
78464A854SPYMSPDR SER TR$3.2M0.59%48,233CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.9M0.54%11,850CommonNONE
921937835BNDVANGUARD BD INDEX FDS$2.8M0.53%38,424CommonNONE
023135106AMZNAMAZON COM INC$2.7M0.51%14,382CommonNONE
02079K305GOOGLALPHABET INC$2.5M0.47%16,315CommonNONE
594918104MSFTMICROSOFT CORP$2.2M0.42%5,927CommonNONE
74762E102QUREQUANTA SVCS INC$2.2M0.41%8,658CommonNONE
68389X105ORCLORACLE CORP$2.2M0.41%15,524CommonNONE
532457108LLYELI LILLY & CO$2.0M0.37%2,414CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.0M0.37%12,412CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.9M0.36%2,041CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1.9M0.35%18,647CommonNONE
501044101KRKROGER CO$1.8M0.34%26,519CommonNONE
92826C839VVISA INC$1.8M0.34%5,121CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.8M0.33%10,729CommonNONE
337738108FISVFISERV INC$1.6M0.30%7,334CommonNONE
031162100AMGNAMGEN INC$1.6M0.30%5,075CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.6M0.29%20,049CommonNONE
64110L106NFLXNETFLIX INC$1.6M0.29%1,683CommonNONE
78468R853SPSMSPDR SER TR$1.5M0.28%36,404CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.5M0.27%5,405CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.4M0.27%2,700CommonNONE
872590104TMUST-MOBILE US INC$1.4M0.27%5,313CommonNONE
09290D101BLKBLACKROCK INC$1.4M0.26%1,483CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.4M0.25%2,728CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.3M0.25%3,892CommonNONE
842587107SOSOUTHERN CO$1.3M0.25%14,592CommonNONE
81762P102NOWSERVICENOW INC$1.3M0.24%1,622CommonNONE
911363109URIUNITED RENTALS INC$1.3M0.24%2,060CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.3M0.24%3,797CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.3M0.24%7,489CommonNONE
78409V104SPGIS&P GLOBAL INC$1.3M0.24%2,504CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$1.3M0.24%55,106CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.2M0.23%2,557CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.23%4,952CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.2M0.23%24,334CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.22%5,774CommonNONE
863667101SYKSTRYKER CORPORATION$1.2M0.22%3,186CommonNONE
94106L109WMWASTE MGMT INC DEL$1.2M0.22%4,983CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$1.1M0.22%23,054CommonNONE
30231G102XOMEXXON MOBIL CORP$1.1M0.21%9,574CommonNONE
79466L302CRMSALESFORCE INC$1.1M0.21%4,206CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.1M0.21%15,290CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.1M0.20%13,223CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.1M0.20%11,334CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1.1M0.20%28,084CommonNONE
87612G101TRGPTARGA RES CORP$1.0M0.20%5,237CommonNONE
253393102DKSDICKS SPORTING GOODS INC$1.0M0.20%5,165CommonNONE
718546104PSXPHILLIPS 66$999,4290.19%8,094CommonNONE
09260D107BXBLACKSTONE INC$988,5470.19%7,072CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$983,2470.18%48,412CommonNONE
57636Q104MAMASTERCARD INCORPORATED$963,7340.18%1,758CommonNONE
032654105ADIANALOG DEVICES INC$961,8830.18%4,770CommonNONE
58933Y105MRKMERCK & CO INC$961,0450.18%10,707CommonNONE
055622104BPBP PLC$918,8850.17%27,194CommonNONE
747525103QCOMQUALCOMM INC$913,2120.17%5,945CommonNONE
742718109PGPROCTER AND GAMBLE CO$906,2710.17%5,318CommonNONE
89832Q109TFCTRUIST FINL CORP$857,1550.16%20,830CommonNONE
457187102INGRINGREDION INC$849,6600.16%6,284CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$841,4180.16%13,796CommonNONE
092528843HIMUBLACKROCK ETF TRUST II$820,0600.15%16,557CommonNONE
038222105AMATAPPLIED MATLS INC$820,0400.15%5,651CommonNONE
780259305SHELSHELL PLC$810,6970.15%11,063CommonNONE
550021109LULULULULEMON ATHLETICA INC$807,0040.15%2,851CommonNONE
02079K107GOOGALPHABET INC$803,5380.15%5,143CommonNONE
345370860FFORD MTR CO$800,9360.15%79,854CommonNONE
55616P104MMACYS INC$800,3990.15%63,726CommonNONE
46432F339QUALISHARES TR$787,9740.15%4,611CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$783,5950.15%10,493CommonNONE
717081103PFEPFIZER INC$763,5200.14%30,131CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$762,3760.14%4,604CommonNONE
922907746VTEBVANGUARD MUN BD FDS$760,3270.14%15,323CommonNONE
040413205ANETARISTA NETWORKS INC$760,3110.14%9,813CommonNONE
595112103MUMICRON TECHNOLOGY INC$759,9400.14%8,746CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$747,4150.14%70,845CommonNONE
437076102HDHOME DEPOT INC$743,3950.14%2,028CommonNONE
921909768VXUSVANGUARD STAR FDS$707,7000.13%11,396CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$699,7800.13%1,336CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$685,2410.13%3,605CommonNONE
086516101BBYBEST BUY INC$685,2350.13%9,309CommonNONE
26614N102DDDUPONT DE NEMOURS INC$680,8970.13%9,118CommonNONE
92840M102VSTVISTRA CORP$680,2120.13%5,792CommonNONE
067901108ABXBARRICK GOLD CORP$675,3650.13%34,741CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$672,4630.13%56,226CommonNONE
17275R102CSCOCISCO SYS INC$661,8400.12%10,725CommonNONE
34959E109FTNTFORTINET INC$651,5840.12%6,769CommonNONE
46982L108JJACOBS SOLUTIONS INC$645,9460.12%5,343CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$629,3260.12%1,152CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$628,3620.12%16,597CommonNONE
65339F101NEENEXTERA ENERGY INC$626,9510.12%8,844CommonNONE
40434L105HPQHP INC$626,2370.12%22,616CommonNONE
49456B101KMIKINDER MORGAN INC DEL$623,9220.12%21,869CommonNONE
98978V103ZTSZOETIS INC$615,7910.12%3,740CommonNONE
907818108UNPUNION PAC CORP$599,5770.11%2,538CommonNONE
46266C105IQVIQVIA HLDGS INC$576,3250.11%3,269CommonNONE
91823B109UWMCUWM HOLDINGS CORPORATION$575,9320.11%105,482CommonNONE
036752103ELVELEVANCE HEALTH INC$568,4930.11%1,307CommonNONE
254709108DFSEURDISCOVER FINL SVCS$555,2870.10%3,253CommonNONE
617446448MSMORGAN STANLEY$552,0070.10%4,731CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$551,5860.10%3,450CommonNONE
655844108NSCNORFOLK SOUTHN CORP$535,5180.10%2,261CommonNONE
803054204SAPSAP SE$529,0950.10%1,971CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$518,4170.10%10,185CommonNONE
889478103TOLTOLL BROTHERS INC$509,1550.10%4,822CommonNONE
00214Q104ARKKARK ETF TR$504,2530.09%10,598CommonNONE
053484101AVBAVALONBAY CMNTYS INC$504,0960.09%2,349CommonNONE
30161Q104EXELEXELIXIS INC$497,5340.09%13,476CommonNONE
478160104JNJJOHNSON & JOHNSON$496,5250.09%2,994CommonNONE
143658300CCL1EURCARNIVAL CORP$495,5540.09%25,374CommonNONE
20030N101CMCSACOMCAST CORP NEW$490,1060.09%13,282CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$489,3630.09%4,514CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$476,5430.09%7,151CommonNONE
372460105GPCGENUINE PARTS CO$459,8800.09%3,860CommonNONE
760759100RSGREPUBLIC SVCS INC$459,6200.09%1,898CommonNONE
88160R101TSLATESLA INC$456,1220.09%1,760CommonNONE
697900108PAASPAN AMERN SILVER CORP$450,2940.08%17,433CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$448,6100.08%9,890CommonNONE
49271V100KDPKEURIG DR PEPPER INC$440,1720.08%12,863CommonNONE
11285B108BEPCBROOKFIELD RENEWABLE CORP$428,5440.08%15,349CommonNONE
806857108SLBSCHLUMBERGER LTD$427,0710.08%10,217CommonNONE
457642205INODINNODATA INC$420,7480.08%11,720CommonNONE
25960P109DEIDOUGLAS EMMETT INC$417,1040.08%26,069CommonNONE
457730109INSPINSPIRE MED SYS INC$416,5170.08%2,615CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$415,2700.08%2,575CommonNONE
11135F101AVGOBROADCOM INC$406,0640.08%2,425CommonNONE
26622P107DOCSDOXIMITY INC$388,6270.07%6,697CommonNONE
071734107BHCBAUSCH HEALTH COS INC$379,5370.07%58,661CommonNONE
693506107PPGPPG INDS INC$378,5700.07%3,462CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$376,8080.07%2,227CommonNONE
00287Y109ABBVABBVIE INC$362,4700.07%1,730CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$354,4430.07%5,822CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$353,3290.07%5,415CommonNONE
060505104BACBANK AMERICA CORP$348,3390.07%8,347CommonNONE
91879Q109MTNVAIL RESORTS INC$343,2430.06%2,145CommonNONE
00206R102TAT&T INC$326,5780.06%11,548CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$312,9800.06%3,245CommonNONE
922908363VOOVANGUARD INDEX FDS$312,9710.06%609CommonNONE
256746108DLTRDOLLAR TREE INC$310,3390.06%4,134CommonNONE
064058100BKBANK NEW YORK MELLON CORP$306,5750.06%3,655CommonNONE
773122106ROCKET LAB USA INC$306,1590.06%17,123CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$291,3750.05%2,667CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$277,2500.05%11,090CommonNONE
22041X102CRSRCORSAIR GAMING INC$265,1270.05%29,924CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$256,2820.05%1,247CommonNONE
336433107FSLRFIRST SOLAR INC$239,4580.04%1,894CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$236,4280.04%894CommonNONE
142339100CSLCARLISLE COS INC$226,7730.04%666CommonNONE
580135101MCDMCDONALDS CORP$208,6640.04%668CommonNONE
594918104MSFTMICROSOFT CORP$75,0780.01%200CALLNONE

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.