MondegarAI
KINTRA WEALTH, LLC

Q4 2024 · 13F-HR

KINTRA WEALTH, LLCholdings as filed

Filed 2025-02-14 · accession 0001356954-25-000002

$143.5M
Reported value
102
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
381430503GSLCGOLDMAN SACHS ETF TR$43.3M30.1%375,513CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$14.2M9.87%251,112CommonNONE
67066G104NVDANVIDIA CORPORATION$6.6M4.60%49,113CommonNONE
037833100AAPLAPPLE INC$5.2M3.60%20,621CommonNONE
594918104MSFTMICROSOFT CORP$3.2M2.21%7,518CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.9M2.04%57,683CommonNONE
02079K305GOOGLALPHABET INC$2.5M1.74%13,193CommonNONE
46435GAA0IBDRISHARES TR$2.3M1.63%97,365CommonNONE
46435U515IBDTISHARES TR$2.3M1.60%92,300CommonNONE
46436E726IBDVISHARES TR$2.2M1.55%104,361CommonNONE
46436E312IBDXISHARES TR$2.2M1.52%88,431CommonNONE
171779309CIENCIENA CORP$2.1M1.43%24,189CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$1.9M1.30%36,858CommonNONE
023135106AMZNAMAZON COM INC$1.8M1.24%8,089CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.6M1.13%40,561CommonNONE
594972408MSTRMICROSTRATEGY INC$1.6M1.09%5,400CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M1.05%3,335CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M1.04%6,229CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$1.4M1.00%38,724CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.4M0.98%2,677CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$1.3M0.92%37,282CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.84%20,248CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.82%5,350CommonNONE
46434VBD1IBDQISHARES TR$1.2M0.81%46,114CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.1M0.78%1,226CommonNONE
548661107LOWLOWES COS INC$1.1M0.78%4,528CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.1M0.75%2,081CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.75%2,078CommonNONE
464287226AGGISHARES TR$1.1M0.73%10,842CommonNONE
30303M102METAMETA PLATFORMS INC$1.0M0.70%1,727CommonNONE
166764100CVXCHEVRON CORP NEW$958,4300.67%6,617CommonNONE
464288414MUBISHARES TR$886,0790.62%8,316CommonNONE
55261F104MTBM & T BK CORP$884,1340.62%4,703CommonNONE
58155Q103MCKMCKESSON CORP$808,4240.56%1,419CommonNONE
46432F339QUALISHARES TR$804,3260.56%4,517CommonNONE
233331107DTEDTE ENERGY CO$791,4670.55%6,555CommonNONE
254687106DISDISNEY WALT CO$783,0150.55%7,032CommonNONE
11135F101AVGOBROADCOM INC$757,2270.53%3,266CommonNONE
87612E106TGTTARGET CORP$742,5120.52%5,493CommonNONE
337738108FISVFISERV INC$715,0670.50%3,481CommonNONE
00287Y109ABBVABBVIE INC$686,5180.48%3,863CommonNONE
482480100KLACKLA CORP$672,1570.47%1,067CommonNONE
03076C106AMPAMERIPRISE FINL INC$662,1840.46%1,244CommonNONE
863667101SYKSTRYKER CORPORATION$595,5620.42%1,654CommonNONE
574599106MASMASCO CORP$580,7810.40%8,003CommonNONE
478160104JNJJOHNSON & JOHNSON$557,4490.39%3,855CommonNONE
458140100INTCINTEL CORP$555,1240.39%27,687CommonNONE
58933Y105MRKMERCK & CO INC$544,1310.38%5,470CommonNONE
009158106APDAIR PRODS & CHEMS INC$543,2450.38%1,873CommonNONE
744320102PRUPRUDENTIAL FINL INC$540,7240.38%4,562CommonNONE
46435G532SDGISHARES TR$530,2600.37%7,410CommonNONE
708430103PENNS WOODS BANCORP INC$525,6920.37%17,298CommonNONE
025816109AXPAMERICAN EXPRESS CO$519,7600.36%1,751CommonNONE
74762E102QUREQUANTA SVCS INC$514,5840.36%1,628CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$501,2890.35%991CommonNONE
64110L106NFLXNETFLIX INC$494,6830.34%555CommonNONE
59156R108METMETLIFE INC$471,7400.33%5,761CommonNONE
060505104BACBANK AMERICA CORP$468,4640.33%10,659CommonNONE
907818108UNPUNION PAC CORP$455,5020.32%1,997CommonNONE
46436E205IBDUISHARES TR$423,7290.30%18,585CommonNONE
30231G102XOMEXXON MOBIL CORP$415,7980.29%3,865CommonNONE
532457108LLYELI LILLY & CO$409,1760.29%530CommonNONE
345370860FFORD MTR CO$401,3800.28%40,543CommonNONE
92826C839VVISA INC$395,0860.28%1,250CommonNONE
922908769VTIVANGUARD INDEX FDS$378,1360.26%1,305CommonNONE
46436E486IBDWISHARES TR$365,7980.25%17,975CommonNONE
46435U259IBMOISHARES TR$364,9610.25%14,335CommonNONE
46090F209EVMTINVESCO ACTVELY MNGD ETC FD$359,1600.25%24,600CommonNONE
464287150ITOTISHARES TR$354,9910.25%2,760CommonNONE
49177J102KVUEKENVUE INC$348,8000.24%16,337CommonNONE
670346105NUENUCOR CORP$348,5550.24%2,987CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$340,7690.24%969CommonNONE
88160R101TSLATESLA INC$338,8220.24%839CommonNONE
717081103PFEPFIZER INC$335,6000.23%12,650CommonNONE
172922106CZNCCITIZENS & NORTHN CORP$312,9650.22%16,826CommonNONE
30161N101EXCEXELON CORP$311,8170.22%8,284CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$310,7960.22%2,126CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$310,5810.22%6,166CommonNONE
46435UAA9IBDSISHARES TR$310,4750.22%12,958CommonNONE
97717W315DEMWISDOMTREE TR$298,1210.21%7,363CommonNONE
464287200IVVISHARES TR$295,5430.21%502CommonNONE
931142103WMTWALMART INC$287,6230.20%3,183CommonNONE
02079K107GOOGALPHABET INC$285,8500.20%1,501CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$276,9020.19%11,615CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$275,4590.19%941CommonNONE
67079K100SMRNUSCALE PWR CORP$267,8380.19%14,938CommonNONE
46435U325IBMQISHARES TR$262,1370.18%10,411CommonNONE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$261,7690.18%10,150CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$260,4100.18%795CommonNONE
20451Q104CODICOMPASS DIVERSIFIED$254,2130.18%11,014CommonNONE
244199105DEDEERE & CO$247,4410.17%584CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$238,4950.17%1,290CommonNONE
46429B663HDVISHARES TR$234,4440.16%2,088CommonNONE
125269100CFCF INDS HLDGS INC$231,4730.16%2,713CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$226,5640.16%12,932CommonNONE
368736104GNRCGENERAC HLDGS INC$224,3570.16%1,447CommonNONE
464288158SUBISHARES TR$205,7910.14%1,951CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$88,6970.06%10,195CommonNONE
105368203BDNBRANDYWINE RLTY TR$69,7480.05%12,455CommonNONE
74767V109QSQUANTUMSCAPE CORP$64,5950.05%12,446CommonNONE
204409601CIGCIA ENERGETICA DE MINAS GERA$45,9810.03%25,978CommonNONE
G3728V109GANGBUSDGAN LTD$28,2700.02%15,533CommonNONE

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.