MondegarAI
Andrews Advisory Associates, LLC

Q4 2025 · 13F-HR

Andrews Advisory Associates, LLCholdings as filed

Filed 2026-02-18 · accession 0001172661-26-001309

$188.1M
Reported value
81
Positions
2025-12-31
Period end
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The Brief · Andrews Advisory Associates, LLC · Q4 2025

AI · grounded in 13F

Andrews Advisory Associates, LLC established a new position in VOO valued at $24.6M. The fund also initiated new stakes in FBND for $23.7M and GSST for $16.4M. Additional new positions include JPIE, FENI, and NVDA.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$24.6M13.1%39,165CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$23.7M12.6%515,541CommonNONE
381430230GSSTGOLDMAN SACHS ETF TR$16.4M8.70%324,420CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$8.3M4.39%178,574CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$7.5M4.00%205,914CommonNONE
67066G104NVDANVIDIA CORPORATION$7.1M3.75%37,859CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$5.8M3.08%210,961CommonNONE
78464A805SPTMSPDR SERIES TRUST$5.4M2.89%65,802CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$5.4M2.86%48,095CommonNONE
037833100AAPLAPPLE INC$5.3M2.83%19,592CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$5.2M2.78%51,306CommonNONE
922908769VTIVANGUARD INDEX FDS$5.0M2.64%14,840CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.3M2.28%68,537CommonNONE
594918104MSFTMICROSOFT CORP$3.2M1.69%6,578CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$2.8M1.46%35,749CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.5M1.32%11,270CommonNONE
922908553VNQVANGUARD INDEX FDS$2.5M1.31%27,899CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$2.3M1.23%52,127CommonNONE
166764100CVXCHEVRON CORP NEW$2.0M1.05%13,005CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.7M0.89%11,819CommonNONE
548661107LOWLOWES COS INC$1.6M0.85%6,656CommonNONE
30231G102XOMEXXON MOBIL CORP$1.6M0.83%12,957CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.83%5,082CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.82%7,489CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.82%4,787CommonNONE
882508104TXNTEXAS INSTRS INC$1.5M0.81%8,782CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.4M0.76%5,566CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.4M0.76%2,500CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M0.72%1,573CommonNONE
464285204IAUISHARES GOLD TR$1.4M0.72%16,688CommonNONE
65339F101NEENEXTERA ENERGY INC$1.3M0.71%16,694CommonNONE
92826C839VVISA INC$1.3M0.71%3,782CommonNONE
31428X106FDXFEDEX CORP$1.3M0.69%4,513CommonNONE
254687106DISDISNEY WALT CO$1.3M0.68%11,204CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.2M0.66%8,674CommonNONE
654106103NKENIKE INC$1.2M0.63%18,666CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.2M0.63%11,524CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.2M0.62%15,801CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.1M0.59%4,489CommonNONE
020002101ALLALLSTATE CORP$1.1M0.58%5,280CommonNONE
713448108PEPPEPSICO INC$1.0M0.56%7,301CommonNONE
384802104GWWWW GRAINGER INC$1.0M0.54%1,000CommonNONE
11135F101AVGOBROADCOM INC$967,1680.51%2,794CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$958,1840.51%2,903CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$894,0830.48%5,030CommonNONE
863667101SYKSTRYKER CORPORATION$812,6470.43%2,312CommonNONE
464287200IVVISHARES TR$772,6120.41%1,128CommonNONE
57636Q104MAMASTERCARD INCORPORATED$746,1400.40%1,307CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$700,1910.37%1,393CommonNONE
46436E718SGOVISHARES TR$694,9310.37%6,923CommonNONE
921910733ESGVVANGUARD WORLD FD$653,1840.35%5,400CommonNONE
464287556IBBISHARES TR$579,8940.31%3,436CommonNONE
20030N101CMCSACOMCAST CORP NEW$570,4510.30%19,085CommonNONE
464287507IJHISHARES TR$548,1300.29%8,305CommonNONE
461202103INTUINTUIT$490,1910.26%740CommonNONE
46435G425ESGUISHARES TR$470,8410.25%3,160CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$469,0100.25%2,190CommonNONE
501044101KRKROGER CO$468,7870.25%7,503CommonNONE
001055102AFLAFLAC INC$465,3240.25%4,220CommonNONE
369604301GEGE AEROSPACE$463,5850.25%1,505CommonNONE
002824100ABTABBOTT LABS$439,1320.23%3,505CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$421,7850.22%10,356CommonNONE
747525103QCOMQUALCOMM INC$420,2450.22%2,457CommonNONE
78464A763SDYSPDR SERIES TRUST$414,2730.22%2,977CommonNONE
464287804IJRISHARES TR$370,8750.20%3,086CommonNONE
746729797FTMUPUTNAM ETF TRUST$367,0400.20%46,966CommonNONE
30303M102METAMETA PLATFORMS INC$345,9540.18%524CommonNONE
464287465EFAISHARES TR$343,7870.18%3,580CommonNONE
464289859AOAISHARES TR$338,8950.18%3,784CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$329,1940.18%1,875CommonNONE
74348A467NOBLPROSHARES TR$326,9550.17%3,142CommonNONE
191216100KOCOCA COLA CO$297,5950.16%4,257CommonNONE
931142103WMTWALMART INC$266,6080.14%2,393CommonNONE
00287Y109ABBVABBVIE INC$257,9030.14%1,129CommonNONE
075887109BDXBECTON DICKINSON & CO$252,6950.13%1,302CommonNONE
922907746VTEBVANGUARD MUN BD FDS$231,9880.12%4,613CommonNONE
023135106AMZNAMAZON COM INC$230,8200.12%1,000CommonNONE
97717W422EPIWISDOMTREE TR$226,1730.12%4,886CommonNONE
36828A101GEVGE VERNOVA INC$213,0640.11%326CommonNONE
464288521USRTISHARES TR$201,4070.11%3,536CommonNONE
720190206PDMPIEDMONT REALTY TRUST INC$116,5600.06%13,976CommonNONE

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.