MondegarAI
Private Capital Advisors, Inc.

Q3 2024 · 13F-HR

Private Capital Advisors, Inc.holdings as filed

Filed 2024-11-04 · accession 0001350780-24-000004

$913,243
Reported value
78
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
532457108LLYLILLY ELI & CO COM$383,88442.0%433,307CommonSOLE
037833100AAPLAPPLE INC$64,3577.05%276,209CommonSOLE
02079K305GOOGLALPHABET INC-CL A$32,2273.53%194,315CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$26,4292.89%77,324CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$22,2622.44%38,075CommonSOLE
127190304CACICACI INTL INC CL A$21,0192.30%41,658CommonSOLE
64110L106NFLXNETFLIX INC COM$19,4402.13%27,409CommonSOLE
631103108NDAQNASDAQ INC$18,9692.08%259,810CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$18,8412.06%84,455CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$18,7512.05%30,313CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CLASS$18,5472.03%113,954CommonSOLE
67066g104NVIDIA CORP$18,1281.99%149,279CommonSOLE
235851102DHRDANAHER CORP$16,4491.80%59,165CommonSOLE
293792107EPDENTERPRISE PRODUCTS PARTNERS$15,3121.68%525,994CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$15,0641.65%26,316CommonSOLE
907818108UNPUNION PAC CORP COM$14,8111.62%60,090CommonSOLE
09260D107BXBLACKSTONE INC COM$14,7951.62%96,618CommonSOLE
29273V100ETENERGY TRANSFER LP$13,2311.45%824,333CommonSOLE
023135106AMZNAMAZON.COM INC$13,1421.44%70,530CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$12,2691.34%23,233CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$11,9071.30%20,370CommonSOLE
26875p101EOG RES INC$11,8491.30%96,388CommonSOLE
55336V100MPLXMPLX LP COM UNIT REPSTG LTD PA$11,4121.25%256,679CommonSOLE
969457100WMBWILLIAMS COS INC$11,3771.25%249,213CommonSOLE
00287Y109ABBVABBVIE INC COM$11,1291.22%56,353CommonSOLE
09290D101BLKBLACKROCK INC NEW COM$9,2551.01%9,747CommonSOLE
20825c104CONOCOPHILLIPS$8,5450.94%81,164CommonSOLE
58933Y105MRKMERCK & CO INC NEW COM$8,0910.89%71,245CommonSOLE
136375102CNICANADIAN NATL RY CO COM ISIN#C$5,3630.59%45,783CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$4,9710.54%29,733CommonSOLE
461202103INTUINTUIT COM$3,8190.42%6,150CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3,4730.38%21,169CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$3,3210.36%28,335CommonSOLE
166764100CVXCHEVRON CORP NEW COM$2,3830.26%16,182CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$2,3550.26%3,727CommonSOLE
337738108FISVFISERV INC COM$2,2010.24%12,250CommonSOLE
464287168DVYISHARES TR SELECT DIVID ETF FD$1,8880.21%13,975CommonSOLE
594918104MSFTMICROSOFT CORP COM$1,8240.20%4,239CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$1,6560.18%2,886CommonSOLE
681919106OMCOMNICOM GROUP INC COM$1,6540.18%16,000CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$1,4020.15%2,872CommonSOLE
191216100KOCOCA COLA CO COM$1,2930.14%18,000CommonSOLE
46438F101IBITISHARES BITCOIN TR ETF SHS BEN$1,1560.13%31,998CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM$9280.10%3,900CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP COM$8710.10%13,200CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$8140.09%9,517CommonSOLE
882508104TXNTEXAS INSTRS INC COM$7180.08%3,475CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$6590.07%1,431CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$6330.07%3,907CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N C$5120.06%278CommonSOLE
316146109FBNDXFIDELITY INVESTMENT GRADE BOND$4990.05%67,641CommonSOLE
09253C603MDNLXBLACKROCK NATIONAL MUNICIPAL F$4970.05%48,526CommonSOLE
922907860VWLUXVANGUARD LONG-TERM TAX-EXEMPT$4840.05%43,698CommonSOLE
464287150ITOTISHARES TR CORE S&P TOTAL U S$4400.05%3,505CommonSOLE
37954Y293MLPXGLOBAL X FDS MLP & ENERGY INFR$4350.05%8,000CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$4260.05%860CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR TECHNOLO$4090.04%1,810CommonSOLE
29280W109NRGVENERGY VAULT HLDGS INC COM$3550.04%370,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$3370.04%1,600CommonSOLE
648018109ANWPXAMERICAN NEW PERSPECTIVE FUND$3210.04%4,873CommonSOLE
126650100CVSCVS HEALTH CORP COM$3140.03%5,000CommonSOLE
842587107SOSOUTHERN CO COM$2890.03%3,200CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2860.03%615CommonSOLE
922908363VOOVANGUARD INDEX FDS S&P 500 ETF$2820.03%535CommonSOLE
85208P303URNMSPROTT URANIUM MINERS ETF$2790.03%6,075CommonSOLE
949917793WMFDXALLSPRING MUNICIPAL BOND FUND$2750.03%27,763CommonSOLE
855244109SBUXSTARBUCKS CORP COM$2540.03%2,601CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC COM$2400.03%2,335CommonSOLE
90384S303ULTAULTA SALON COSMETICS & FRAGRAN$2380.03%611CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS C$2210.02%1,000CommonSOLE
670100205NVONOVO NORDISK A.S. ADR FORMERLY$2160.02%1,810CommonSOLE
505743104LADRLADDER CAP CORP CL A$2100.02%18,098CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP COM$2090.02%2,497CommonSOLE
72201M719PONPXPIMCO INCOME FUND CLASS I2$1790.02%16,595CommonSOLE
56063U547MMHAXNYLI MACKAY HIGH-YIELD MUNICIP$1600.02%13,148CommonSOLE
91834N605VSBGFVSBLTY GROUPE TECHNOLOGIES COR$10.00%22,000CommonSOLE
88604Y209TNRGTHUNDER ENERGIES CORP COM$10.00%20,000CommonSOLE
91724C909RSTK URBANFETCH COM INC OC PFD$018,750CommonSOLE

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.