MondegarAI
Cordgrass Capital Advisors, LLC

Q2 2024 · 13F-HR

Cordgrass Capital Advisors, LLCholdings as filed

Filed 2024-07-18 · accession 0001398344-24-012830

$318.1M
Reported value
217
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$26.4M8.29%52,735CommonNONE
037833100AAPLAPPLE INC$12.8M4.03%60,930CommonNONE
922908629VOVANGUARD INDEX FDS$11.4M3.58%47,045CommonNONE
464287226AGGISHARES TR$11.4M3.58%117,289CommonNONE
46432F842IEFAISHARES TR$10.9M3.42%149,879CommonNONE
464287804IJRISHARES TR$8.6M2.72%81,093CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$7.7M2.42%98,989CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$7.6M2.40%8,997CommonNONE
594918104MSFTMICROSOFT CORP$7.1M2.23%15,902CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$7.1M2.23%18,366CommonNONE
534187109LNCLINCOLN NATL CORP IND$6.8M2.15%219,584CommonNONE
46090E103QQQINVESCO QQQ TR$6.2M1.94%12,864CommonNONE
70975L107PENPENUMBRA INC$6.1M1.91%33,807CommonNONE
149123101CATCATERPILLAR INC$5.9M1.86%17,732CommonNONE
92826C839VVISA INC$5.5M1.72%20,793CommonNONE
02079K107GOOGALPHABET INC$4.9M1.53%26,545CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.9M1.53%29,497CommonNONE
46434G103IEMGISHARES INC$4.6M1.46%86,712CommonNONE
023135106AMZNAMAZON COM INC$4.6M1.45%23,859CommonNONE
478160104JNJJOHNSON & JOHNSON$4.3M1.36%29,599CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.6M1.12%17,589CommonNONE
464287655IWMISHARES TR$3.5M1.11%17,414CommonNONE
437076102HDHOME DEPOT INC$3.3M1.03%9,562CommonNONE
58933Y105MRKMERCK & CO INC$3.2M1.02%26,165CommonNONE
191216100KOCOCA COLA CO$3.2M1.02%50,869CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.2M0.99%19,187CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.1M0.97%54,497CommonNONE
002824100ABTABBOTT LABS$2.9M0.91%28,000CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.9M0.91%69,852CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2.9M0.90%13,389CommonNONE
931142103WMTWALMART INC$2.9M0.90%42,152CommonNONE
580135101MCDMCDONALDS CORP$2.8M0.88%10,923CommonNONE
G29183103ETNEATON CORP PLC$2.5M0.80%8,088CommonNONE
256677105DGDOLLAR GEN CORP NEW$2.5M0.79%18,924CommonNONE
31428X106FDXFEDEX CORP$2.5M0.78%8,265CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.4M0.76%17,618CommonNONE
11135F101AVGOBROADCOM INC$2.4M0.75%1,491CommonNONE
79466L302CRMSALESFORCE INC$2.3M0.72%8,903CommonNONE
56585A102MPCMARATHON PETE CORP$2.2M0.69%12,702CommonNONE
17275R102CSCOCISCO SYS INC$2.2M0.69%46,369CommonNONE
244199105DEDEERE & CO$2.1M0.66%5,593CommonNONE
G5960L103MDTMEDTRONIC PLC$2.0M0.63%25,539CommonNONE
717081103PFEPFIZER INC$2.0M0.63%71,453CommonNONE
907818108UNPUNION PAC CORP$2.0M0.62%8,679CommonNONE
H1467J104CBCHUBB LIMITED$1.9M0.61%7,557CommonNONE
532457108LLYELI LILLY & CO$1.7M0.53%1,860CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$1.7M0.53%1,000CommonNONE
12572Q105CMECME GROUP INC$1.7M0.53%8,527CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.7M0.53%6,474CommonNONE
254687106DISDISNEY WALT CO$1.6M0.51%16,423CommonNONE
780087102RYROYAL BK CDA$1.6M0.51%15,159CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.6M0.50%40,367CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.5M0.49%15,418CommonNONE
46435U853USHYISHARES TR$1.5M0.48%41,889CommonNONE
842587107SOSOUTHERN CO$1.5M0.48%19,560CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1.5M0.48%31,985CommonNONE
89832Q109TFCTRUIST FINL CORP$1.5M0.47%38,877CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.5M0.47%9,895CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.46%12,848CommonNONE
086516101BBYBEST BUY INC$1.5M0.46%17,438CommonNONE
464287481IWPISHARES TR$1.5M0.46%13,310CommonNONE
464287614IWFISHARES TR$1.4M0.45%3,957CommonNONE
464287507IJHISHARES TR$1.4M0.45%24,558CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.4M0.45%2,620CommonNONE
863667101SYKSTRYKER CORPORATION$1.4M0.44%4,130CommonNONE
166764100CVXCHEVRON CORP NEW$1.3M0.41%8,393CommonNONE
464288687PFFISHARES TR$1.3M0.41%41,272CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.3M0.40%25,996CommonNONE
126650100CVSCVS HEALTH CORP$1.2M0.37%19,765CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$1.1M0.36%17,227CommonNONE
67066G104NVDANVIDIA CORPORATION$1.1M0.36%9,210CommonNONE
464287440IEFISHARES TR$1.1M0.35%12,039CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$1.1M0.35%19,233CommonNONE
02079K305GOOGLALPHABET INC$1.1M0.34%5,902CommonNONE
713448108PEPPEPSICO INC$1.0M0.32%6,257CommonNONE
78468R200FLRNSPDR SER TR$1.0M0.32%32,623CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$977,0820.31%2,970CommonNONE
30303M102METAMETA PLATFORMS INC$963,1370.30%1,910CommonNONE
260557103DOWDOW INC$945,3840.30%17,821CommonNONE
46641Q845JPSEJ P MORGAN EXCHANGE TRADED F$916,5160.29%21,021CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$886,7950.28%1,741CommonNONE
464287168DVYISHARES TR$854,0730.27%7,060CommonNONE
548661107LOWLOWES COS INC$840,5180.26%3,813CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$819,7220.26%3,046CommonNONE
872540109TJXTJX COS INC NEW$803,3560.25%7,297CommonNONE
26614N102DDDUPONT DE NEMOURS INC$778,1600.24%9,668CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$772,9310.24%4,765CommonNONE
464287234EEMISHARES TR$772,6250.24%18,141CommonNONE
020002101ALLALLSTATE CORP$739,8750.23%4,634CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$721,5280.23%3,604CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$710,8700.22%5,193CommonNONE
464287465EFAISHARES TR$697,8420.22%8,909CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$694,8600.22%3,094CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$694,0680.22%7,514CommonNONE
09260D107BXBLACKSTONE INC$690,6800.22%5,579CommonNONE
78409V104SPGIS&P GLOBAL INC$683,0150.21%1,531CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$672,6000.21%1,487CommonNONE
00287Y109ABBVABBVIE INC$671,1580.21%3,913CommonNONE
46132L107VBFINVESCO BD FD$665,8340.21%41,511CommonNONE
500754106KHCKRAFT HEINZ CO$659,8730.21%20,480CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$657,3890.21%1,616CommonNONE
46266C105IQVIQVIA HLDGS INC$644,8920.20%3,050CommonNONE
406216101HALHALLIBURTON CO$637,3810.20%18,869CommonNONE
G8473T100STESTERIS PLC$630,8100.20%2,873CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$628,8970.20%3,636CommonNONE
464285204IAUISHARES GOLD TR$561,9960.18%12,793CommonNONE
464287598IWDISHARES TR$511,3720.16%2,931CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$493,6500.16%2,500CommonNONE
060505104BACBANK AMERICA CORP$482,8480.15%12,141CommonNONE
921937835BNDVANGUARD BD INDEX FDS$470,7750.15%6,534CommonNONE
458140100INTCINTEL CORP$458,5890.14%14,808CommonNONE
833445109SNOWSNOWFLAKE INC$457,5500.14%3,387CommonNONE
977852102WOLF*WOLFSPEED INC$450,8300.14%19,808CommonNONE
22052L104CTVACORTEVA INC$446,1900.14%8,272CommonNONE
172908105CTASCINTAS CORP$446,0660.14%637CommonNONE
337738108FISVFISERV INC$443,8410.14%2,978CommonNONE
25746U109DDOMINION ENERGY INC$441,5910.14%9,012CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$435,0620.14%9,942CommonNONE
031162100AMGNAMGEN INC$427,8800.13%1,369CommonNONE
539830109LMTLOCKHEED MARTIN CORP$422,5840.13%905CommonNONE
316500107FDUSFIDUS INVT CORP$412,1220.13%21,156CommonNONE
464287200IVVISHARES TR$402,2140.13%735CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$389,0170.12%3,650CommonNONE
518439104ELLAUDER ESTEE COS INC$359,2950.11%3,377CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$356,3250.11%801CommonNONE
443573100HUBSHUBSPOT INC$352,1050.11%597CommonNONE
718172109PMPHILIP MORRIS INTL INC$338,1400.11%3,337CommonNONE
464288257ACWIISHARES TR$337,2000.11%3,000CommonNONE
464287457SHYISHARES TR$333,1320.10%4,080CommonNONE
278277108EOSEATON VANCE ENHANCED EQUITY$329,5200.10%15,129CommonNONE
78463V107GLDSPDR GOLD TR$314,1300.10%1,461CommonNONE
46432F859ISTBISHARES TR$312,5950.10%6,599CommonNONE
808513105SCHWSCHWAB CHARLES CORP$312,0380.10%4,234CommonNONE
65339F101NEENEXTERA ENERGY INC$292,0910.09%4,125CommonNONE
95790A101IGIWESTERN ASSET INVT GRADE DEF$288,6520.09%16,900CommonNONE
57636Q104MAMASTERCARD INCORPORATED$288,5190.09%654CommonNONE
464287648IWOISHARES TR$269,3560.08%1,026CommonNONE
464287499IWRISHARES TR$263,5100.08%3,250CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$262,7330.08%1,282CommonNONE
00206R102TAT&T INC$262,0880.08%13,715CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$258,4490.08%6,223CommonNONE
494368103KMBKIMBERLY-CLARK CORP$257,4670.08%1,863CommonNONE
29250N105ENBENBRIDGE INC$256,4970.08%7,207CommonNONE
56035L104MAINMAIN STR CAP CORP$252,4500.08%5,000CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$248,8500.08%450CommonNONE
680223104ORIOLD REP INTL CORP$237,9300.07%7,700CommonNONE
88579Y101MMM3M CO$237,5480.07%2,325CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$236,1840.07%10,400CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$230,1760.07%2,924CommonNONE
375558103GILDGILEAD SCIENCES INC$230,1590.07%3,355CommonNONE
68389X105ORCLORACLE CORP$229,5910.07%1,626CommonNONE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$229,2860.07%8,408CommonNONE
949746101WMT2WELLS FARGO CO NEW$227,9980.07%3,839CommonNONE
87612E106TGTTARGET CORP$227,9820.07%1,540CommonNONE
02209S103MOALTRIA GROUP INC$223,2400.07%4,901CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$214,9190.07%950CommonNONE
252131107DXCMDEXCOM INC$212,5880.07%1,875CommonNONE
20825C104COPCONOCOPHILLIPS$211,6030.07%1,850CommonNONE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$207,8370.07%25,439CommonNONE
460146103IPINTERNATIONAL PAPER CO$204,3280.06%4,735CommonNONE
464286681EUSAISHARES INC$203,5050.06%2,306CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$202,3530.06%2,220CommonNONE
78464A763SDYSPDR SER TR$200,8170.06%1,579CommonNONE
46434VBG4IBDPISHARES TR$180,9080.06%7,199CommonNONE
74767V109QSQUANTUMSCAPE CORP$179,0340.06%36,389CommonNONE
46434VBD1IBDQISHARES TR$160,1840.05%6,443CommonNONE
46435U515IBDTISHARES TR$134,6740.04%5,437CommonNONE
552737108MMTMFS MULTIMARKET INCOME TR$131,2590.04%28,047CommonNONE
46435UAA9IBDSISHARES TR$126,2910.04%5,322CommonNONE
289074106ECFELLSWORTH GROWTH & INCOME FD$120,5180.04%14,626CommonNONE
922908538VOTVANGUARD INDEX FDS$111,1070.03%484CommonNONE
78464A359CWBSPDR SER TR$108,0900.03%1,500CommonNONE
464287473IWSISHARES TR$103,6870.03%859CommonNONE
74767V109QSQUANTUMSCAPE CORP$98,4000.03%20,000CALLNONE
464288281EMBISHARES TR$79,9860.03%904CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$79,9180.03%1,944CommonNONE
46434V621DGROISHARES TR$79,5020.02%1,380CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$76,8860.02%1,004CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$76,0850.02%2,042CommonNONE
464288661IEIISHARES TR$73,9010.02%640CommonNONE
464288240ACWXISHARES TR$69,0690.02%1,300CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$66,1000.02%10,000CommonNONE
46137V738PWVINVESCO EXCHANGE TRADED FD T$64,6720.02%1,175CommonNONE
922908736VUGVANGUARD INDEX FDS$61,7120.02%165CommonNONE
464287721IYWISHARES TR$59,2970.02%394CommonNONE
922908744VTVVANGUARD INDEX FDS$58,0680.02%362CommonNONE
464287408IVEISHARES TR$49,3250.02%271CommonNONE
78464A474SPSBSPDR SER TR$44,0750.01%1,484CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$43,1960.01%555CommonNONE
464287309IVWISHARES TR$41,1800.01%445CommonNONE
464287622IWBISHARES TR$37,1930.01%125CommonNONE
922908652VXFVANGUARD INDEX FDS$33,7580.01%200CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$27,2560.01%400CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$26,4930.01%300CommonNONE
464287556IBBISHARES TR$25,9420.01%189CommonNONE
550424105LUMINAR TECHNOLOGIES INC$25,3300.01%17,000CommonNONE
464287242LQDISHARES TR$23,8880.01%223CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$23,6430.01%194CommonNONE
922908769VTIVANGUARD INDEX FDS$21,6680.01%81CommonNONE
78464A300SLYVSPDR SER TR$21,1440.01%270CommonNONE
922908595VBKVANGUARD INDEX FDS$20,0100.01%80CommonNONE
78464A839MDYVSPDR SER TR$16,9950.01%233CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$15,2050.00%135CommonNONE
464287887IJTISHARES TR$14,3840.00%112CommonNONE
464288836IHEISHARES TR$13,9270.00%210CommonNONE
464288513HYGISHARES TR$13,5000.00%175CommonNONE
78468R705MMTMSPDR SER TR$12,1460.00%50CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$11,2230.00%77CommonNONE
922908553VNQVANGUARD INDEX FDS$9,8840.00%118CommonNONE
464287879IJSISHARES TR$9,7270.00%100CommonNONE
922908751VBVANGUARD INDEX FDS$6,9770.00%32CommonNONE
46434G822EWJISHARES INC$6,8240.00%100CommonNONE
291087203MSNEMERSON RADIO CORP$5,9000.00%10,000CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$1,5770.00%60CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$6910.00%18CommonNONE
464288273SCZISHARES TR$6780.00%11CommonNONE
464288679SHVISHARES TR$3320.00%3CommonNONE

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.