MondegarAI
Silicon Valley Capital Partners

Q3 2024 · 13F-HR

Silicon Valley Capital Partnersholdings as filed

Filed 2024-10-30 · accession 0001398344-24-019623

$768.2M
Reported value
309
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TRUST$104.3M13.6%181,798CommonSOLE
46090E103QQQINVESCO QQQ TRUST SERIES I$66.2M8.62%135,669CommonSOLE
037833100AAPLAPPLE INC COM$59.1M7.70%253,743CommonSOLE
46137V431SPGPINVESCO S&P 500 GARP ETF$55.6M7.24%531,547CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$55.3M7.20%94,290CommonSOLE
594918104MSFTMICROSOFT CORP COM$39.9M5.19%92,652CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$34.2M4.46%281,898CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$32.0M4.16%192,655CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$26.9M3.51%281,260CommonSOLE
023135106AMZNAMAZON COM INC COM$20.1M2.62%108,110CommonSOLE
922908736VUGVANGUARD GROWTH ETF$15.8M2.05%41,025CommonSOLE
381430503GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF$15.6M2.04%138,422CommonSOLE
855244109SBUXSTARBUCKS CORP COM$12.9M1.68%132,557CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$12.8M1.66%27,785CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$12.4M1.62%21,707CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$11.1M1.45%12,522CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$11.0M1.43%40,494CommonSOLE
11135F101AVGOBROADCOM INC COM$10.8M1.40%62,351CommonSOLE
902973304USBUS BANCORP DEL COM NEW$10.0M1.30%219,005CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$9.7M1.27%108,010CommonSOLE
315912808ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF$9.5M1.23%132,224CommonSOLE
060505104BACBANK AMERICA CORP COM$9.3M1.22%235,427CommonSOLE
81762P102NOWSERVICENOW INC COM$9.3M1.21%10,430CommonSOLE
437076102HDHOME DEPOT INC COM$9.3M1.21%23,010CommonSOLE
79466L302CRMSALESFORCE INC COM$9.1M1.19%33,278CommonSOLE
009158106APDAIR PRODS & CHEMS INC COM$9.1M1.18%30,555CommonSOLE
09260D107BXBLACKSTONE INC COM$8.8M1.15%57,554CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$8.5M1.11%72,764CommonSOLE
58933Y105MRKMERCK & CO INC COM$8.2M1.07%72,335CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$8.0M1.04%9,620CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$7.3M0.95%12,462CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$5.0M0.65%30,386CommonSOLE
921910840MGVVANGUARD MEGA CAP VALUE ETF$5.0M0.65%38,754CommonSOLE
921910816MGKVANGUARD MEGA CAP GROWTH ETF$3.1M0.40%9,544CommonSOLE
00724F101ADBEADOBE INC COM$3.0M0.39%5,736CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$2.4M0.31%32,072CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC COM$2.4M0.31%32,978CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$2.1M0.28%10,166CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$2.1M0.27%12,619CommonSOLE
92826C839VVISA INC COM CL A$1.8M0.23%6,565CommonSOLE
461202103INTUINTUIT COM$1.6M0.21%2,603CommonSOLE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$1.6M0.20%23,304CommonSOLE
68389X105ORCLORACLE CORP COM$1.3M0.17%7,789CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$1.1M0.15%3,020CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$1.1M0.15%2,113CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$1.1M0.14%1,842CommonSOLE
166764100CVXCHEVRON CORP NEW COM$919,7270.12%6,245CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$862,1540.11%8,313CommonSOLE
29444U700EQIXEQUINIX INC COM$858,8730.11%968CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$835,5260.11%1,692CommonSOLE
674599105OXYOCCIDENTAL PETE CORP COM$723,2880.09%14,034CommonSOLE
040413106ANETEURARISTA NETWORKS INC COM$688,9250.09%1,795CommonSOLE
052769106ADSKAUTODESK INC COM$658,1220.09%2,389CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$580,3560.08%3,581CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST$545,4000.07%10,800CommonSOLE
87612E106TGTTARGET CORP COM$536,6010.07%3,443CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP COM$481,7660.06%5,749CommonSOLE
M7S64H106MNDYMONDAY COM LTD SHS$464,7880.06%1,673CommonSOLE
88160R101TSLATESLA INC COM$438,1380.06%1,675CommonSOLE
717081103PFEPFIZER INC COM$420,8000.05%14,540CommonSOLE
464287507IJHISHARES CORE S&P MID-CAP ETF$341,3830.04%5,478CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$336,2620.04%984CommonSOLE
464287721IYWISHARES U.S. TECHNOLOGY ETF$333,8000.04%2,202CommonSOLE
381430529GBILACCESS TREASURY 0-1 YEAR ETF$312,7860.04%3,119CommonSOLE
64110L106NFLXNETFLIX INC COM$297,8930.04%420CommonSOLE
921932505VOOGVANGUARD S&P 500 GROWTH ETF$278,7960.04%807CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW COM$252,3050.03%1,085CommonSOLE
896239100TRMBTRIMBLE INC COM$251,0920.03%4,044CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$222,0380.03%792CommonSOLE
532457108LLYELI LILLY & CO COM$212,1700.03%239CommonSOLE
25434V401DFUSDIMENSIONAL U.S. EQUITY MARKET ETF$209,6050.03%3,370CommonSOLE
464287622IWBISHARES RUSSELL 1000 ETF$206,8890.03%658CommonSOLE
23908L405DINTDAVIS SELECT INTERNATIONAL ETF$194,2140.03%8,087CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC COM SHS$191,2090.02%7,326CommonSOLE
464288257ACWIISHARES MSCI ACWI ETF$190,7160.02%1,595CommonSOLE
922908751VBVANGUARD SMALL-CAP ETF$188,7960.02%796CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$188,4500.02%331CommonSOLE
670100205NVONOVO-NORDISK A S ADR$183,4110.02%1,540CommonSOLE
98980G102ZSZSCALER INC COM$177,1320.02%1,036CommonSOLE
031162100AMGNAMGEN INC COM$176,6750.02%548CommonSOLE
931142103WMTWALMART INC COM$160,8500.02%1,992CommonSOLE
097023105BABOEING CO COM$148,6950.02%978CommonSOLE
464288414MUBISHARES NATIONAL MUNI BOND ETF$144,2510.02%1,328CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION COM$142,4800.02%9,779CommonSOLE
00287Y109ABBVABBVIE INC COM$141,1520.02%715CommonSOLE
00214Q104ARKKARK INNOVATION ETF$137,3380.02%2,889CommonSOLE
893641100TDGTRANSDIGM GROUP INC COM$134,5400.02%94CommonSOLE
464287523SOXXISHARES SEMICONDUCTOR ETF$127,3890.02%552CommonSOLE
002824100ABTABBOTT LABS COM$126,3330.02%1,108CommonSOLE
17275R102CSCOCISCO SYS INC COM$116,3370.02%2,186CommonSOLE
654106103NKENIKE INC CL B$114,1010.01%1,291CommonSOLE
580135101MCDMCDONALDS CORP COM$110,3650.01%362CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$109,9410.01%188CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$106,6100.01%302CommonSOLE
038222105AMATAPPLIED MATLS INC COM$102,3450.01%507CommonSOLE
771049103RBLXROBLOX CORP CL A$98,3340.01%2,222CommonSOLE
M6191J100FROGJFROG LTD ORD SHS$95,2320.01%3,279CommonSOLE
482480100KLACKLA CORP COM NEW$89,3250.01%115CommonSOLE
713448108PEPPEPSICO INC COM$87,8830.01%517CommonSOLE
142339100CSLCARLISLE COS INC COM$86,0410.01%191CommonSOLE
747525103QCOMQUALCOMM INC COM$85,4570.01%503CommonSOLE
512807306LRCXLAM RESEARCH CORP COM NEW$85,4010.01%105CommonSOLE
055622104BPBP PLC SPONSORED ADR$81,2870.01%2,590CommonSOLE
92537N108VRTVERTIV HOLDINGS CO COM CL A$77,0080.01%774CommonSOLE
827048109SLGNSILGAN HLDGS INC COM$74,4020.01%1,417CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS$74,1400.01%427CommonSOLE
Y2573F102FLEXFLEX LTD ORD$74,0810.01%2,216CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$72,8380.01%257CommonSOLE
607828100MODMODINE MFG CO COM$70,6440.01%532CommonSOLE
679295105OKTAOKTA INC CL A$70,4000.01%947CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$70,3720.01%406CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR FUND$67,8490.01%301CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC COM$67,7710.01%425CommonSOLE
48251W104KKRKKR & CO INC COM$66,3240.01%508CommonSOLE
032654105ADIANALOG DEVICES INC COM$65,4080.01%284CommonSOLE
74347X831TQQQPROSHARES ULTRAPRO QQQ$65,2410.01%900CommonSOLE
29084Q100EMEEMCOR GROUP INC COM$64,7220.01%150CommonSOLE
25459Y694FASDIREXION DAILY FINANCIAL BULL 3X SHARES$63,8570.01%492CommonSOLE
29250N105ENBENBRIDGE INC COM$62,8570.01%1,548CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$62,1240.01%1,100CommonSOLE
444859102HUMHUMANA INC COM$59,6780.01%188CommonSOLE
057665200BCPCBALCHEM CORP COM$58,4140.01%332CommonSOLE
911363109URIUNITED RENTALS INC COM$57,4440.01%71CommonSOLE
78463V107GLDSPDR GOLD SHARES$56,3900.01%232CommonSOLE
149123101CATCATERPILLAR INC COM$55,9570.01%143CommonSOLE
G0403H108AONAON PLC SHS CL A$55,9180.01%162CommonSOLE
464287689IWVISHARES RUSSELL 3000 ETF$54,0100.01%165CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CL A$53,6070.01%208CommonSOLE
45073V108ITTITT INC COM$52,6920.01%352CommonSOLE
882508104TXNTEXAS INSTRS INC COM$50,6800.01%245CommonSOLE
23804L103DDOGDATADOG INC CL A COM$50,0510.01%435CommonSOLE
056525108BMIBADGER METER INC COM$49,8200.01%228CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$48,4440.01%245CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$47,5390.01%900CommonSOLE
036752103ELVELEVANCE HEALTH INC COM$47,1710.01%91CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION CL A COM STK$46,4730.01%298CommonSOLE
75513E101RTXRTX CORPORATION COM$46,4260.01%383CommonSOLE
74624M102PPURE STORAGE INC CL A$45,0650.01%897CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC COMMON STOCK$44,6280.01%1,183CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$43,5190.01%243CommonSOLE
046353108AZNNASTRAZENECA PLC SPONSORED ADR$42,9940.01%552CommonSOLE
45784P101PODDINSULET CORP COM$41,8950.01%180CommonSOLE
00847J105AGYSAGILYSYS INC COM$41,3000.01%379CommonSOLE
74347R248CSMPROSHARES LARGE CAP CORE PLUS$41,0720.01%628CommonSOLE
001055102AFLAFLAC INC COM$40,6260.01%363CommonSOLE
G87052109TELTE CONNECTIVITY PLC ORD SHS$40,3670.01%267CommonSOLE
147448104CWSTCASELLA WASTE SYS INC CL A$39,7960.01%400CommonSOLE
379577208GMEDGLOBUS MED INC CL A$39,3470.01%550CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC COM$38,8060.01%311CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP COM$38,6210.01%242CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST (ETH)$36,9940.00%1,690CommonSOLE
960413102WLKWESTLAKE CORPORATION COM$36,7340.00%244CommonSOLE
N3167Y103RACEFERRARI N V COM$34,9440.00%74CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$34,4250.00%719CommonSOLE
78464A789KIESPDR S&P INSURANCE ETF$34,1510.00%602CommonSOLE
235851102DHRDANAHER CORPORATION COM$33,5490.00%121CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC COM$33,0820.00%252CommonSOLE
438516106HONHONEYWELL INTL INC COM$32,6820.00%158CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$32,2310.00%227CommonSOLE
907818108UNPUNION PAC CORP COM$31,8960.00%129CommonSOLE
803054204SAPSAP SE SPON ADR$31,2090.00%136CommonSOLE
443320106HUBGHUB GROUP INC CL A$31,1740.00%686CommonSOLE
09073M104TECHBIO-TECHNE CORP COM$30,0690.00%376CommonSOLE
66987V109NVSNOVARTIS AG SPONSORED ADR$29,4850.00%256CommonSOLE
854231107SXISTANDEX INTL CORP COM$29,4010.00%161CommonSOLE
548661107LOWLOWES COS INC COM$29,1620.00%108CommonSOLE
92189F676SMHVANECK SEMICONDUCTOR ETF$27,4900.00%112CommonSOLE
191098102COKECOCA COLA CONS INC COM$26,8390.00%20CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY COM$26,7810.00%313CommonSOLE
G54950103LINLINDE PLC SHS$26,7280.00%56CommonSOLE
14040H105COFCAPITAL ONE FINL CORP COM$25,6720.00%171CommonSOLE
892331307TMTOYOTA MOTOR CORP ADS$25,5090.00%143CommonSOLE
127097103CTRACOTERRA ENERGY INC COM$24,9680.00%1,043CommonSOLE
000361105AIRAAR CORP COM$24,8370.00%380CommonSOLE
464287242LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF$24,7660.00%219CommonSOLE
125523100CITHE CIGNA GROUP COM$24,3550.00%70CommonSOLE
78464A862XSDSPDR S&P SEMICONDUCTOR ETF$24,0420.00%100CommonSOLE
464287226AGGISHARES CORE U.S. AGGREGATE BOND ETF$23,8670.00%236CommonSOLE
126408103CSXCSX CORP COM$23,2680.00%674CommonSOLE
835699307SONYSONY GROUP CORP SPONSORED ADR$22,3180.00%231CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL COM$22,2030.00%568CommonSOLE
171484108CHDNCHURCHILL DOWNS INC COM$21,6340.00%160CommonSOLE
668771108GENGEN DIGITAL INC COM$21,5600.00%786CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$21,1690.00%250CommonSOLE
780259305SHELSHELL PLC SPON ADS$21,1400.00%321CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC COM$20,9290.00%45CommonSOLE
78409V104SPGIS&P GLOBAL INC COM$20,8820.00%40CommonSOLE
808524508SCHMSCHWAB U.S. MID-CAP ETF$20,8740.00%251CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$20,1150.00%100CommonSOLE
29355X107NPOENPRO INC COM$20,0590.00%124CommonSOLE
808524201SCHXSCHWAB U.S. LARGE-CAP ETF$19,9730.00%294CommonSOLE
404280406HSBCHSBC HLDGS PLC SPON ADR NEW$19,8000.00%438CommonSOLE
124805102CBZCBIZ INC COM$19,7160.00%293CommonSOLE
337345102QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND$19,1310.00%100CommonSOLE
617446448MSMORGAN STANLEY COM NEW$18,9340.00%182CommonSOLE
00187Y100APGAPI GROUP CORP COM STK$18,8870.00%572CommonSOLE
78709Y105SAIASAIA INC COM$18,8020.00%43CommonSOLE
38173M102GBDCGOLUB CAP BDC INC COM$18,1620.00%1,202CommonSOLE
337738108FISVFISERV INC COM$17,9650.00%100CommonSOLE
550021109LULULULULEMON ATHLETICA INC COM$17,9090.00%66CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$16,9620.00%4CommonSOLE
458334109IPARINTER PARFUMS INC COM$16,8060.00%130CommonSOLE
136385101CNQCANADIAN NAT RES LTD COM$16,6100.00%500CommonSOLE
064058100BKBANK NEW YORK MELLON CORP COM$16,4050.00%228CommonSOLE
74348A467NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF$16,2830.00%153CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$16,2470.00%31CommonSOLE
83304A106SNAPSNAP INC CL A$16,0500.00%1,500CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC COM NEW$15,9660.00%36CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC COM$15,9000.00%71CommonSOLE
92556V106VTRSVIATRIS INC COM$15,8100.00%1,362CommonSOLE
053332102AZOAUTOZONE INC COM$15,7500.00%5CommonSOLE
464288281EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$15,6480.00%167CommonSOLE
79589L106IOTSAMSARA INC COM CL A$15,5980.00%324CommonSOLE
077454106BDCBELDEN INC COM$15,5050.00%132CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC COM$15,3410.00%149CommonSOLE
74340W103PLDPROLOGIS INC. COM$15,1930.00%120CommonSOLE
25243Q205DEODIAGEO PLC SPON ADR NEW$15,1360.00%108CommonSOLE
464287457SHYISHARES 1-3 YEAR TREASURY BOND ETF$14,8010.00%178CommonSOLE
65290E101NXTNEXTRACKER INC CLASS A COM$14,4300.00%385CommonSOLE
615369105MCOMOODYS CORP COM$14,3850.00%30CommonSOLE
G8473T100STESTERIS PLC SHS USD$14,0190.00%58CommonSOLE
759530108RELXRELX PLC SPONSORED ADR$13,9840.00%295CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO CL B$13,7990.00%240CommonSOLE
947890109WBSWEBSTER FINL CORP COM$13,2370.00%284CommonSOLE
136375102CNICANADIAN NATL RY CO COM$13,1840.00%113CommonSOLE
464288661IEIISHARES 3-7 YEAR TREASURY BOND ETF$13,1570.00%110CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$12,8370.00%20CommonSOLE
863667101SYKSTRYKER CORPORATION COM$12,8070.00%35CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$12,7590.00%197CommonSOLE
244199105DEDEERE & CO COM$12,7490.00%31CommonSOLE
088606108BHPBHP GROUP LTD SPONSORED ADS$12,4240.00%200CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$12,4130.00%20CommonSOLE
878742204TECKTECK RESOURCES LTD CL B$12,1830.00%233CommonSOLE
233051432HYLBXTRACKERS USD HIGH YIELD CORPORATE BOND ETF$12,0250.00%326CommonSOLE
82509L107SHOPSHOPIFY INC CL A$12,0210.00%150CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$11,8860.00%88CommonSOLE
98978V103ZTSZOETIS INC CL A$11,8540.00%61CommonSOLE
458140100INTCINTEL CORP COM$11,5700.00%493CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC. COM$11,5360.00%144CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$11,5160.00%10CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR$11,1810.00%1,031CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS INC COM$11,1130.00%229CommonSOLE
78463X509SPEMSPDR PORTFOLIO EMERGING MARKETS ETF$10,9440.00%265CommonSOLE
063671101BMOBANK MONTREAL QUE COM$10,8900.00%121CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$10,8390.00%300CommonSOLE
452308109ITWILLINOIS TOOL WKS INC COM$10,7790.00%41CommonSOLE
056752108BIDUBAIDU INC SPON ADR REP A$10,5290.00%100CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL COM$10,4980.00%7CommonSOLE
74347G390SRTYUSDPROSHARES ULTRAPRO SHORT RUSSELL2000$10,4950.00%525CommonSOLE
690742101OCOWENS CORNING NEW COM$10,4860.00%59CommonSOLE
013872106AAALCOA CORP COM$9,9970.00%259CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD SHS$9,8920.00%34CommonSOLE
867224107SUSUNCOR ENERGY INC NEW COM$9,7270.00%263CommonSOLE
75281A109RRCRANGE RES CORP COM$9,6820.00%315CommonSOLE
81369Y506XLEENERGY SELECT SECTOR SPDR FUND$9,4820.00%108CommonSOLE
570535104MKLMARKEL GROUP INC COM$9,4110.00%6CommonSOLE
12572Q105CMECME GROUP INC COM$9,3640.00%42CommonSOLE
6541103038NI0NIKOLA CORP COM NEW$9,2560.00%2,021CommonSOLE
46432F834IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF$9,2550.00%127CommonSOLE
389930108BTCGBPGRAYSCALE BITCOIN MINI TRUST (BTC)$9,0080.00%1,600CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP COM SER C$8,8880.00%115CommonSOLE
457730109INSPINSPIRE MED SYS INC COM$8,8640.00%42CommonSOLE
H1467J104CBCHUBB LIMITED COM$8,1310.00%28CommonSOLE
91912E105VALEVALE S A SPONSORED ADS$8,0840.00%692CommonSOLE
075887109BDXBECTON DICKINSON & CO COM$7,6460.00%32CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC COM$7,0640.00%45CommonSOLE
464287101OEFISHARES S&P 100 ETF$6,9400.00%25CommonSOLE
03076C106AMPAMERIPRISE FINL INC COM$6,8880.00%15CommonSOLE
922908744VTVVANGUARD VALUE ETF$6,8550.00%39CommonSOLE
15135U109CVECENOVUS ENERGY INC COM$6,7340.00%402CommonSOLE
852234103XYZBLOCK INC CL A$6,7130.00%100CommonSOLE
20825C104COPCONOCOPHILLIPS COM$6,4170.00%61CommonSOLE
31428X106FDXFEDEX CORP COM$6,1060.00%22CommonSOLE
04962H506ATOSEURATOSSA THERAPEUTICS INC COM$5,8900.00%3,875CommonSOLE
92204A504VHTVANGUARD HEALTH CARE ETF$5,8200.00%21CommonSOLE
345370860FFORD MTR CO COM$5,7850.00%548CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$5,3230.00%11CommonSOLE
33737J117FEPFIRST TRUST EUROPE ALPHADEX FUND$5,2810.00%136CommonSOLE
871607107SNPSSYNOPSYS INC COM$4,3670.00%9CommonSOLE
25460G286TSLLDIREXION DAILY TSLA BULL 2X SHARES$4,1460.00%300CommonSOLE
38964R104GRAYSCALE ETHEREUM MINI TRUST (ETH)$4,1240.00%1,690CommonSOLE
418056107HASHASBRO INC COM$3,9460.00%55CommonSOLE
464288679SHVISHARES SHORT TREASURY BOND ETF$3,7610.00%34CommonSOLE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$3,6460.00%31CommonSOLE
44891N208IACIAC INC COM NEW$3,2830.00%61CommonSOLE
46137V332RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF$3,2390.00%100CommonSOLE
55024U109LITELUMENTUM HLDGS INC COM$3,1690.00%50CommonSOLE
001084102AGCOAGCO CORP COM$3,0250.00%31CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL CLASS B COM$2,6690.00%251CommonSOLE
237266101DARDARLING INGREDIENTS INC COM$2,4150.00%65CommonSOLE
988498101YUMYUM BRANDS INC COM$2,2760.00%16CommonSOLE
50155Q100KDKYNDRYL HLDGS INC COMMON STOCK$1,7460.00%76CommonSOLE
464285204IAUISHARES GOLD TRUST$1,6400.00%33CommonSOLE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$1,5840.00%62CommonSOLE
90138F102TWLOTWILIO INC CL A$1,4350.00%22CommonSOLE
009066101ABNBAIRBNB INC COM CL A$1,2680.00%10CommonSOLE
68622V106OGNORGANON & CO COMMON STOCK$8540.00%45CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC COM$6300.00%14CommonSOLE
278768106SATSECHOSTAR CORP CL A$5140.00%21CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC COM STK CL A$2500.00%30CommonSOLE
89148B200NTGTORTOISE MIDSTRM ENERGY FD INC COM$1940.00%4CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS$1900.00%2CommonSOLE
00444T209TLPHTALPHERA INC COM NEW$1170.00%137CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$470.00%1CommonSOLE
676118201OMEXODYSSEY MARINE EXPL INC COM NEW$70.00%9CommonSOLE
82655M206SIFYSIFY TECHNOLOGIES LTD SPONSORED ADR$50.00%13CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION COM$00CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM$00CommonSOLE
607409109MOBILE TELESYSTEMS PUB JT STK SPONSORED ADR$020CommonSOLE

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.