MondegarAI
Private Capital Advisors, Inc.

Q4 2024 · 13F-HR

Private Capital Advisors, Inc.holdings as filed

Filed 2025-01-21 · accession 0001350780-25-000001

$840.0M
Reported value
75
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
532457108LLYLILLY ELI & CO COM$334.9M39.9%433,855CommonSOLE
037833100AAPLAPPLE INC$69.0M8.22%275,609CommonSOLE
02079K305GOOGLALPHABET INC CL A$36.6M4.35%193,118CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$28.1M3.35%154,548CommonSOLE
64110L106NFLXNETFLIX INC COM$24.9M2.97%27,950CommonSOLE
67066g104NVIDIA CORP$20.6M2.45%153,317CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$19.2M2.28%37,937CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$17.6M2.09%82,807CommonSOLE
127190304CACICACI INTL INC CLASS A$16.8M2.00%41,500CommonSOLE
09260D107BXBLACKSTONE INC COM$16.6M1.98%96,261CommonSOLE
032095101APHAMPHENOL CORP NEW CLASS A$16.6M1.98%238,969CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P$16.5M1.96%525,928CommonSOLE
29273V100ETENERGY TRANSFER LP$16.1M1.92%824,119CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$15.8M1.88%30,317CommonSOLE
852234103XYZBLOCK INC CLASS A$15.7M1.87%185,043CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$15.5M1.85%26,529CommonSOLE
023135106AMZNAMAZON.COM INC$15.1M1.80%68,823CommonSOLE
907818108UNPUNION PAC CORP$13.7M1.63%60,170CommonSOLE
969457100WMBWILLIAMS COS INC$13.5M1.61%249,223CommonSOLE
235851102DHRDANAHER CORP$13.3M1.59%58,024CommonSOLE
55336V100MPLXMPLX LP COM UNIT REPSTG LP$12.3M1.46%256,631CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$10.9M1.29%23,179CommonSOLE
00287Y109ABBVABBVIE INC COM$10.0M1.19%56,353CommonSOLE
09290D101BLKBLACKROCK INC NEW COM$10.0M1.19%9,747CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$9.9M1.18%20,333CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$5.7M0.68%30,133CommonSOLE
136375102CNICANADIAN NATL RY CO COM$4.5M0.54%44,494CommonSOLE
461202103INTUINTUIT COM$3.9M0.46%6,150CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$3.0M0.36%28,335CommonSOLE
337738108FISVFISERV INC COM$2.5M0.30%12,250CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$2.4M0.28%3,727CommonSOLE
166764100CVXCHEVRON CORP NEW COM$2.3M0.28%16,182CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.2M0.26%18,065CommonSOLE
464287168DVYISHARES TR SELECT DIVID ETF FD$1.8M0.22%13,975CommonSOLE
594918104MSFTMICROSOFT CORP COM$1.8M0.21%4,239CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$1.7M0.20%2,898CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES IN$1.5M0.18%7,120CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$1.5M0.17%2,867CommonSOLE
681919106OMCOMNICOM GROUP INC COM$1.4M0.16%16,000CommonSOLE
191216100KOCOCA COLA CO COM$1.1M0.13%18,000CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP COM$977,1960.12%13,200CommonSOLE
46438F101IBITISHARES BITCOIN TR ETF SHS BEN$925,5950.11%17,448CommonSOLE
88160R101TSLATESLA INC COM$673,2010.08%1,667CommonSOLE
882508104TXNTEXAS INSTRS INC COM$651,5970.08%3,475CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$651,3300.08%9,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$648,6440.08%1,431CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$565,0300.07%3,907CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$492,4530.06%860CommonSOLE
09253C603MDNLXBLACKROCK NATIONAL MUNICIPAL F$488,1670.06%48,526CommonSOLE
37954Y293MLPXGLOBAL X FDS MLP & ENERGY INFR$484,4800.06%8,000CommonSOLE
922907860VWLUXVANGUARD LONG-TERM TAX-EXEMPT$473,2540.06%43,698CommonSOLE
316146109FBNDXFIDELITY INVESTMENT GRADE BOND$473,0700.06%66,818CommonSOLE
464287150ITOTISHARES TR CORE S&P TOTAL U S$450,8130.05%3,505CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR TECHNOLO$420,8610.05%1,810CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N C$416,2650.05%197CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$383,5360.05%1,600CommonSOLE
254687106DISDISNEY WALT CO DISNEY COM$345,7420.04%3,105CommonSOLE
648018109ANWPXAMERICAN NEW PERSPECTIVE FUND$318,1410.04%5,122CommonSOLE
922908363VOOVANGUARD INDEX FDS S&P 500 ETF$288,2630.03%535CommonSOLE
949917793WMFDXALLSPRING MUNICIPAL BOND FUND$270,4130.03%27,763CommonSOLE
842587107SOSOUTHERN CO COM$263,4240.03%3,200CommonSOLE
053332102AZOAUTOZONE INC COM$246,5540.03%77CommonSOLE
78463V107GLDSPDR GOLD SHARES$242,1300.03%1,000CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC NEW$241,9030.03%204CommonSOLE
580135101MCDMCDONALD'S CORP$241,7680.03%834CommonSOLE
126650100CVSCVS HEALTH CORP COM$224,4500.03%5,000CommonSOLE
808515605SWVXXSCHWAB VALUE ADVANTAGE M ONEY$224,0830.03%224,083CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP COM$223,0320.03%2,497CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS C$219,8300.03%1,000CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC COM$215,3570.03%2,335CommonSOLE
505743104LADRLADDER CAP CORP CL A$202,5170.02%18,098CommonSOLE
72201M719PONPXPIMCO INCOME FUND CLASS I2$174,5790.02%16,595CommonSOLE
56063U547MMHAXNYLI MACKAY HIGH-YIELD MUNICIP$156,0620.02%13,148CommonSOLE
29280W109NRGVENERGY VAULT HLDGS INC COM$128,2730.02%56,260CommonSOLE
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.