MondegarAI
Generation Capital Management LLC

Q1 2025 · 13F-HR

Generation Capital Management LLCholdings as filed

Filed 2025-05-09 · accession 0001214659-25-007236

$111.1M
Reported value
68
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74933W452TBILRBB FD INC$12.4M11.2%248,405CommonSOLE
46434V860TFLOISHARES TR$7.3M6.60%144,618CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$7.1M6.36%139,187CommonSOLE
037833100AAPLAPPLE INC$5.4M4.84%24,220CommonSOLE
922908363VOOVANGUARD INDEX FDS$4.8M4.30%9,294CommonSOLE
464285204IAUISHARES GOLD TR$4.4M3.99%75,088CommonSOLE
02079K107GOOGALPHABET INC$4.1M3.66%26,023CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.9M3.50%6,946CommonSOLE
78468R200FLRNSPDR SER TR$3.7M3.34%120,275CommonSOLE
594918104MSFTMICROSOFT CORP$3.3M2.94%8,710CommonSOLE
023135106AMZNAMAZON COM INC$3.2M2.87%16,732CommonSOLE
464287200IVVISHARES TR$2.7M2.43%4,793CommonSOLE
74348A210RWMPROSHARES TR$2.6M2.38%127,477CommonSOLE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$2.3M2.04%73,442CommonSOLE
64110L106NFLXNETFLIX INC$2.2M1.98%2,356CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$2.2M1.94%32,413CommonSOLE
78468R408SJNKSPDR SER TR$2.1M1.92%84,575CommonSOLE
11135F101AVGOBROADCOM INC$2.1M1.91%12,655CommonSOLE
30303M102METAMETA PLATFORMS INC$2.1M1.90%3,664CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.8M1.63%16,686CommonSOLE
79466L302CRMSALESFORCE INC$1.7M1.53%6,343CommonSOLE
060505104BACBANK AMERICA CORP$1.6M1.47%39,170CommonSOLE
46434V738IEURISHARES TR$1.6M1.44%26,627CommonSOLE
02079K305GOOGLALPHABET INC$1.5M1.36%9,773CommonSOLE
580135101MCDMCDONALDS CORP$1.5M1.33%4,729CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.3M1.15%22,421CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.2M1.10%4,159CommonSOLE
172967424CCITIGROUP INC$1.2M1.10%17,190CommonSOLE
931142103WMTWALMART INC$1.2M1.08%13,716CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$1.1M1.01%49,310CommonSOLE
003260106PPLTABRDN PLATINUM ETF TRUST$1.0M0.92%11,145CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD$955,7400.86%50,329CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$876,3210.79%2,928CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$858,8230.77%18,347CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$773,3920.70%8,276CommonSOLE
58933Y105MRKMERCK & CO INC$760,3570.68%8,471CommonSOLE
742718109PGPROCTER AND GAMBLE CO$703,3230.63%4,127CommonSOLE
78468R663BILSPDR SER TR$610,8300.55%6,659CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$589,7770.53%1,076CommonSOLE
871829107SYYSYSCO CORP$584,7870.53%7,793CommonSOLE
907818108UNPUNION PAC CORP$543,3520.49%2,300CommonSOLE
478160104JNJJOHNSON & JOHNSON$539,6430.49%3,254CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$530,4860.48%10,245CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$521,4880.47%3,055CommonSOLE
718172109PMPHILIP MORRIS INTL INC$519,9990.47%3,276CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$506,3000.46%10,000CommonSOLE
25243Q205DEODIAGEO PLC$487,7970.44%4,655CommonSOLE
88160R101TSLATESLA INC$486,7020.44%1,878CommonSOLE
092508100BTZBLACKROCK CR ALLOCATION INCO$455,6000.41%42,500CommonSOLE
04010L103ARCCARES CAPITAL CORP$412,1760.37%18,600CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$395,1030.36%14,131CommonSOLE
594972408MSTRMICROSTRATEGY INC$377,9220.34%1,311CommonSOLE
713448108PEPPEPSICO INC$366,0040.33%2,441CommonSOLE
464287622IWBISHARES TR$365,0210.33%1,190CommonSOLE
00287Y109ABBVABBVIE INC$359,3270.32%1,715CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$339,6860.31%2,785CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$319,9610.29%2,909CommonSOLE
872540109TJXTJX COS INC NEW$286,8390.26%2,355CommonSOLE
464287614IWFISHARES TR$281,6500.25%780CommonSOLE
002824100ABTABBOTT LABS$271,9320.24%2,050CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$255,9980.23%10,640CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$245,1950.22%4,450CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$231,5710.21%9,514CommonSOLE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$193,8880.17%11,624CommonSOLE
225655109CCAPCRESCENT CAP BDC INC$171,2000.15%10,000CommonSOLE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$170,6620.15%16,748CommonSOLE
023111206AMARIN CORP PLC$46,6020.04%104,000CommonSOLE
02319V103ABEVAMBEV SA$34,9500.03%15,000CommonSOLE

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.