MondegarAI
Lavaca Capital LLC

Q1 2025 · 13F-HR

Lavaca Capital LLCholdings as filed

Filed 2025-05-15 · accession 0001420506-25-001149

$242.3M
Reported value
250
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$60.7M25.1%108,588CommonNONE
871829107SYYSYSCO CORP$15.6M6.43%207,761CommonNONE
67066G104NVDANVIDIA CORPORATION$13.9M5.74%128,390CommonNONE
48251W104KKRKKR & CO INC$10.7M4.43%92,800CommonNONE
037833100AAPLAPPLE INC$9.7M4.02%43,852CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$8.7M3.60%15,600PUTNONE
64110L106NFLXNETFLIX INC$7.0M2.88%7,494CommonNONE
30231G102XOMEXXON MOBIL CORP$6.4M2.66%54,101CommonNONE
87612G101TRGPTARGA RES CORP$5.7M2.33%28,200CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$4.4M1.83%108,000CommonNONE
57142B104MQMARQETA INC$4.4M1.81%1,066,290CommonNONE
29273V100ETENERGY TRANSFER L P$3.6M1.48%192,800CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$3.5M1.45%103,098CommonNONE
46090E103QQQINVESCO QQQ TR$2.8M1.18%6,074CommonNONE
969457100WMBWILLIAMS COS INC$2.8M1.17%47,300CommonNONE
922908744VTVVANGUARD INDEX FDS$2.8M1.15%16,100CommonNONE
922908744VTVVANGUARD INDEX FDS$2.5M1.01%14,200PUTNONE
922908363VOOVANGUARD INDEX FDS$2.4M1.00%4,697CommonNONE
023135106AMZNAMAZON COM INC$2.4M0.99%12,550CommonNONE
922908363VOOVANGUARD INDEX FDS$2.4M0.98%4,600PUTNONE
02079K107GOOGALPHABET INC$2.4M0.97%15,080CommonNONE
46090E103QQQINVESCO QQQ TR$2.3M0.97%5,000PUTNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.2M0.92%4,200CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.2M0.92%4,200PUTNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.1M0.88%4,323CommonNONE
594918104MSFTMICROSOFT CORP$2.1M0.88%5,653CommonNONE
464287465EFAISHARES TR$2.1M0.85%25,300CommonNONE
464287465EFAISHARES TR$2.1M0.85%25,300PUTNONE
629377508NRGNRG ENERGY INC$1.8M0.73%18,500CommonNONE
11135F101AVGOBROADCOM INC$1.6M0.68%9,789CommonNONE
931142103WMTWALMART INC$1.5M0.63%17,270CommonNONE
58733R102MELIMERCADOLIBRE INC$1.5M0.61%760CommonNONE
00162Q452AMLPALPS ETF TR$1.3M0.53%24,900CommonNONE
464287234EEMISHARES TR$1.2M0.49%27,200CommonNONE
464287234EEMISHARES TR$1.2M0.49%27,200PUTNONE
682680103OKEONEOK INC NEW$1.1M0.45%10,900CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.0M0.43%4,417CommonNONE
464287200IVVISHARES TR$1.0M0.41%1,789CommonNONE
02079K305GOOGLALPHABET INC$998,9740.41%6,460CommonNONE
532457108LLYELI LILLY & CO$992,7440.41%1,202CommonNONE
58933Y105MRKMERCK & CO INC$972,4600.40%10,834CommonNONE
26614N102DDDUPONT DE NEMOURS INC$954,8150.39%12,785CommonNONE
03676B102AMANTERO MIDSTREAM CORP$918,0000.38%51,000CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$867,2160.36%4,200CommonNONE
65339F101NEENEXTERA ENERGY INC$850,6800.35%12,000CommonNONE
464287721IYWISHARES TR$842,6400.35%6,000CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$819,6690.34%1,565CommonNONE
22052L104CTVACORTEVA INC$797,8440.33%12,678CommonNONE
00287Y109ABBVABBVIE INC$791,1480.33%3,776CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$738,0550.30%6,808CommonNONE
023608102AEEAMEREN CORP$733,9240.30%7,310CommonNONE
253868103DLRDIGITAL RLTY TR INC$716,4500.30%5,000CommonNONE
742718109PGPROCTER AND GAMBLE CO$689,5190.28%4,046CommonNONE
75513E101RTXRTX CORPORATION$660,3130.27%4,985CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$624,4910.26%3,906CommonNONE
482480100KLACKLA CORP$622,6970.26%916CommonNONE
025816109AXPAMERICAN EXPRESS CO$602,1340.25%2,238CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$600,9190.25%1,100CommonNONE
040413205ANETARISTA NETWORKS INC$595,0460.25%7,680CommonNONE
651639106NEMNEWMONT CORP$569,7040.24%11,800CommonNONE
85208T107CXMSPRINKLR INC$564,9190.23%67,655CommonNONE
85208T107CXMSPRINKLR INC$559,4500.23%67,000PUTNONE
56585A102MPCMARATHON PETE CORP$551,8870.23%3,788CommonNONE
26875P101EOGEOG RES INC$546,3020.23%4,260CommonNONE
478160104JNJJOHNSON & JOHNSON$533,5070.22%3,217CommonNONE
46432F842IEFAISHARES TR$522,2120.22%6,903CommonNONE
172908105CTASCINTAS CORP$501,4930.21%2,440CommonNONE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$499,3800.21%14,000CommonNONE
002824100ABTABBOTT LABS$498,4990.21%3,758CommonNONE
78464A854SPYMSPDR SER TR$480,3110.20%7,304CommonNONE
16411R208LNGCHENIERE ENERGY INC$475,0640.20%2,053CommonNONE
855244109SBUXSTARBUCKS CORP$463,7700.19%4,728CommonNONE
260557103DOWDOW INC$457,1540.19%13,091CommonNONE
580135101MCDMCDONALDS CORP$424,5110.18%1,359CommonNONE
94106L109WMWASTE MGMT INC DEL$385,4640.16%1,665CommonNONE
5168062058LP1VITAL ENERGY INC$375,5940.16%17,700CALLNONE
609207105MDLZMONDELEZ INTL INC$373,5820.15%5,506CommonNONE
704326107PAYXPAYCHEX INC$364,1010.15%2,360CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$345,1370.14%1,407CommonNONE
55336V100MPLXMPLX LP$342,5280.14%6,400CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$337,6560.14%634CommonNONE
500754106KHCKRAFT HEINZ CO$326,2700.13%10,722CommonNONE
92826C839VVISA INC$313,3110.13%894CommonNONE
166764100CVXCHEVRON CORP NEW$301,9580.12%1,805CommonNONE
18539C204CWENCLEARWAY ENERGY INC$296,6460.12%9,800CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$290,1970.12%930CommonNONE
02072L565BOXXEA SERIES TRUST$289,7630.12%2,599CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$285,6280.12%62CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$277,2000.11%4,545CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$249,1200.10%1,500CommonNONE
718172109PMPHILIP MORRIS INTL INC$247,9360.10%1,562CommonNONE
88160R101TSLATESLA INC$237,1310.10%915CommonNONE
717081103PFEPFIZER INC$236,1990.10%9,321CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$235,2320.10%946CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$235,0080.10%1,080CommonNONE
060505104BACBANK AMERICA CORP$232,6030.10%5,574CommonNONE
45168D104IDXXIDEXX LABS INC$226,7730.09%540CommonNONE
12740C103CADECADENCE BANK$217,1950.09%7,154CommonNONE
617446448MSMORGAN STANLEY$215,8400.09%1,850CommonNONE
65341B106XIFRXPLR INFRASTRUCTURE LP$209,0000.09%22,000CommonNONE
46434G764EMXCISHARES INC$206,8080.09%3,754CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$200,1540.08%10,119CommonNONE
22822V101CCICROWN CASTLE INC$191,7830.08%1,840CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$177,1370.07%150CommonNONE
464287507IJHISHARES TR$173,5910.07%2,975CommonNONE
882508104TXNTEXAS INSTRS INC$173,0510.07%963CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$170,8210.07%700CommonNONE
375558103GILDGILEAD SCIENCES INC$166,8420.07%1,489CommonNONE
46432F388VLUEISHARES TR$164,6680.07%1,544CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$142,3730.06%1,294CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$141,3150.06%276CommonNONE
30303M102METAMETA PLATFORMS INC$140,6320.06%244CommonNONE
163851108CCCHEMOURS CO$136,7340.06%10,106CommonNONE
437076102HDHOME DEPOT INC$131,9360.05%360CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$130,6370.05%2,880CommonNONE
75970E107RNSTRENASANT CORP$121,2320.05%3,573CommonNONE
46435U440BGRNISHARES TR$118,7040.05%1,200CALLNONE
458140100INTCINTEL CORP$116,2520.05%5,119CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$115,7640.05%2,050CommonNONE
713448108PEPPEPSICO INC$115,7540.05%772CommonNONE
78468R853SPSMSPDR SER TR$115,0650.05%2,823CommonNONE
464287200IVVISHARES TR$112,3800.05%200CALLNONE
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$111,7930.05%2,699CommonNONE
98954M200ZZILLOW GROUP INC$97,6980.04%1,425CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$97,0200.04%2,021CommonNONE
46284V101IRMIRON MTN INC DEL$94,7300.04%1,101CommonNONE
244199105DEDEERE & CO$93,8700.04%200CommonNONE
G54950103LINLINDE PLC$93,1280.04%200CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$91,1900.04%440CommonNONE
722304102PDDPDD HOLDINGS INC$91,0110.04%769CommonNONE
H1467J104CBCHUBB LIMITED$90,5970.04%300CommonNONE
464287804IJRISHARES TR$85,6430.04%819CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$80,6520.03%400CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$80,3910.03%85CommonNONE
G0403H108AONAON PLC$79,8180.03%200CommonNONE
02209S103MOALTRIA GROUP INC$78,7970.03%1,313CommonNONE
17275R102CSCOCISCO SYS INC$78,3720.03%1,270CommonNONE
464287465EFAISHARES TR$73,5570.03%900CALLNONE
254687106DISDISNEY WALT CO$72,5450.03%735CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$70,7740.03%205CommonNONE
595112103MUMICRON TECHNOLOGY INC$69,5120.03%800CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$68,7590.03%1,225CommonNONE
98954M101ZGZILLOW GROUP INC$66,8600.03%1,000CommonNONE
N07059210ASMLASML HOLDING N V$66,2630.03%100CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$62,2830.03%834CommonNONE
670100205NVONOVO-NORDISK A S$58,3300.02%840CommonNONE
127097103CTRACOTERRA ENERGY INC$57,8000.02%2,000CommonNONE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$52,6420.02%1,325CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$51,9690.02%300CommonNONE
922908744VTVVANGUARD INDEX FDS$51,8220.02%300CALLNONE
45073V108ITTITT INC$51,6640.02%400CommonNONE
629209305NMIHNMI HLDGS INC$50,4700.02%1,400CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$49,8000.02%300CommonNONE
14040H105COFCAPITAL ONE FINL CORP$49,3080.02%275CommonNONE
464286822EWWISHARES INC$47,3420.02%929CommonNONE
548661107LOWLOWES COS INC$46,6460.02%200CommonNONE
46429B598INDAISHARES TR$46,0750.02%895CommonNONE
539830109LMTLOCKHEED MARTIN CORP$44,6710.02%100CommonNONE
G5960L103MDTMEDTRONIC PLC$44,2110.02%492CommonNONE
78409V104SPGIS&P GLOBAL INC$44,2050.02%87CommonNONE
291011104EMREMERSON ELEC CO$43,8560.02%400CommonNONE
92939U106WECWEC ENERGY GROUP INC$43,5920.02%400CommonNONE
036752103ELVELEVANCE HEALTH INC$43,4960.02%100CommonNONE
20825C104COPCONOCOPHILLIPS$42,0080.02%400CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$40,5130.02%639CommonNONE
34959E109FTNTFORTINET INC$40,4290.02%420CommonNONE
949746101WMT2WELLS FARGO CO NEW$40,3460.02%562CommonNONE
57636Q104MAMASTERCARD INCORPORATED$40,0130.02%73CommonNONE
09062X103BIIBBIOGEN INC$38,9990.02%285CommonNONE
872590104TMUST-MOBILE US INC$37,0730.02%139CommonNONE
760759100RSGREPUBLIC SVCS INC$36,3240.01%150CommonNONE
126408103CSXCSX CORP$35,3160.01%1,200CommonNONE
191216100KOCOCA COLA CO$35,2370.01%492CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$34,5000.01%200CommonNONE
071813109BAXBAXTER INTL INC$34,2300.01%1,000CommonNONE
570535104MKLMARKEL GROUP INC$33,6530.01%18CommonNONE
064058100BKBANK NEW YORK MELLON CORP$33,5480.01%400CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$32,7250.01%1,100CommonNONE
98978V103ZTSZOETIS INC$32,4360.01%197CommonNONE
94106B101WCNWASTE CONNECTIONS INC$32,2060.01%165CommonNONE
464287804IJRISHARES TR$31,3710.01%300CALLNONE
11777Q209BTGB2GOLD CORP$30,4950.01%10,700CommonNONE
00724F101ADBEADOBE INC$28,3810.01%74CommonNONE
369550108GDGENERAL DYNAMICS CORP$27,2580.01%100CommonNONE
803054204SAPSAP SE$26,8440.01%100CommonNONE
92204A504VHTVANGUARD WORLD FD$26,4730.01%100CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$26,4460.01%100CommonNONE
68389X105ORCLORACLE CORP$25,3060.01%181CommonNONE
205887102CAGCONAGRA BRANDS INC$24,6410.01%924CommonNONE
59156R108METMETLIFE INC$22,0800.01%275CommonNONE
64110W102NTESNETEASE INC$21,6130.01%210CommonNONE
438516106HONHONEYWELL INTL INC$21,1750.01%100CommonNONE
00206R102TAT&T INC$19,7960.01%700CommonNONE
235851102DHRDANAHER CORPORATION$19,0650.01%93CommonNONE
907818108UNPUNION PAC CORP$18,8990.01%80CommonNONE
464287507IJHISHARES TR$17,5050.01%300CALLNONE
15135B101CNCCENTENE CORP DEL$17,3630.01%286CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$17,2010.01%245CommonNONE
29364G103ETRENTERGY CORP NEW$17,0980.01%200CommonNONE
031100100AMEAMETEK INC$16,5250.01%96CommonNONE
92189K105HODLVANECK BITCOIN ETF$16,4100.01%704CommonNONE
817565104SCISERVICE CORP INTL$16,2810.01%203CommonNONE
278865100ECLECOLAB INC$15,9720.01%63CommonNONE
03662Q105AKXANSYS INC$15,5110.01%49CommonNONE
744320102PRUPRUDENTIAL FINL INC$14,6300.01%131CommonNONE
46137V316RSPMINVESCO EXCHANGE TRADED FD T$14,2830.01%450CommonNONE
816851109SRESEMPRA$14,2720.01%200CommonNONE
172967424CCITIGROUP INC$14,1980.01%200CommonNONE
H42097107UBSUBS GROUP AG$14,0900.01%460CommonNONE
66987V109NVSNOVARTIS AG$13,2660.01%119CommonNONE
20030N101CMCSACOMCAST CORP NEW$13,1000.01%355CommonNONE
231021106CMICUMMINS INC$12,5380.01%40CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$12,1970.01%100CommonNONE
90384S303ULTAULTA BEAUTY INC$12,0960.00%33CommonNONE
706327103PBAPEMBINA PIPELINE CORP$12,0090.00%300CommonNONE
370334104GISGENERAL MLS INC$11,9580.00%200CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$11,9360.00%170CommonNONE
56035L104MAINMAIN STR CAP CORP$11,3120.00%200CommonNONE
780259305SHELSHELL PLC$11,2850.00%154CommonNONE
842587107SOSOUTHERN CO$11,2180.00%122CommonNONE
697435105PANWPALO ALTO NETWORKS INC$9,2150.00%54CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$8,8700.00%126CommonNONE
718546104PSXPHILLIPS 66$8,1500.00%66CommonNONE
452327109ILMNILLUMINA INC$7,9340.00%100CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$7,1210.00%69CommonNONE
929089100VOYAVOYA FINANCIAL INC$6,7760.00%100CommonNONE
055622104BPBP PLC$6,7580.00%200CommonNONE
767204100RIORIO TINTO PLC$6,6090.00%110CommonNONE
052769106ADSKAUTODESK INC$6,5450.00%25CommonNONE
30040W108ESEVERSOURCE ENERGY$6,2110.00%100CommonNONE
37733W204GSKGSK PLC$5,9660.00%154CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$5,8280.00%63CommonNONE
49446R109KIMKIMCO RLTY CORP$4,2480.00%200CommonNONE
36828A101GEVGE VERNOVA INC$3,6630.00%12CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3,2880.00%32CommonNONE
412822108HOGHARLEY DAVIDSON INC$2,5250.00%100CommonNONE
50155Q100KDKYNDRYL HLDGS INC$1,7270.00%55CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1,6140.00%17CommonNONE
55616P104MMACYS INC$1,2560.00%100CommonNONE
369604301GEGE AEROSPACE$1,2010.00%6CommonNONE
92556V106VTRSVIATRIS INC$1,1930.00%137CommonNONE
68622V106OGNORGANON & CO$8190.00%55CommonNONE
031162100AMGNAMGEN INC$6230.00%2CommonNONE
038222105AMATAPPLIED MATLS INC$5800.00%4CommonNONE
87612E106TGTTARGET CORP$5220.00%5CommonNONE
37045V100GMGENERAL MTRS CO$4700.00%10CommonNONE
384747101GRALGRAIL INC$4090.00%16CommonNONE
038923108ABRARBOR REALTY TRUST INC$2820.00%24CommonNONE
513272104LWLAMB WESTON HLDGS INC$1700.00%3CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1610.00%2CommonNONE

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.