MondegarAI
Camarda Financial Advisors, LLC

Q2 2025 · 13F-HR

Camarda Financial Advisors, LLCholdings as filed

Filed 2025-08-14 · accession 0001536444-25-000004

$254.3M
Reported value
103
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Camarda Financial Advisors, LLC · Q2 2025

AI · grounded in 13F

Camarda Financial Advisors, LLC established a new position in IYZ valued at $13.79M. The fund also initiated new stakes in IYF for $13.69M and IYC for $13.68M. Additional new positions include IDU at $13.33M and QQQ at $10.03M. Total assets under management stand at $254.29M across 103 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287713IYZISHARES TR$13.8M5.42%463,019CommonNONE
464287788IYFISHARES TR$13.7M5.38%113,138CommonNONE
464287580IYCISHARES TR$13.7M5.38%137,272CommonNONE
464287697IDUISHARES TR$13.3M5.24%127,449CommonNONE
46090E103QQQINVESCO QQQ TR$10.0M3.94%18,173CommonNONE
464287309IVWISHARES TR$9.7M3.81%88,096CommonNONE
464287234EEMISHARES TR$8.9M3.51%185,245CommonNONE
464287465EFAISHARES TR$8.9M3.51%99,915CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$8.2M3.22%13,250CommonNONE
11135F101AVGOBROADCOM INC$6.1M2.38%21,969CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.5M2.17%10,834CommonNONE
037833100AAPLAPPLE INC$4.6M1.80%22,338CommonNONE
464288679SHVISHARES TR$4.4M1.74%40,071CommonNONE
594918104MSFTMICROSOFT CORP$3.9M1.54%7,855CommonNONE
464287432TLTISHARES TR$3.6M1.42%40,830CommonNONE
023135106AMZNAMAZON COM INC$3.6M1.41%16,374CommonNONE
78463V107GLDSPDR GOLD TR$3.4M1.35%11,268CommonNONE
02079K305GOOGLALPHABET INC$3.2M1.26%18,161CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.2M1.25%23,287CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.1M1.23%10,770CommonNONE
92046L338MBSFVALUED ADVISERS TR$3.1M1.21%120,424CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$3.0M1.20%4,305CommonNONE
30303M102METAMETA PLATFORMS INC$3.0M1.16%4,011CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$2.7M1.07%15,771CommonNONE
69374H576PSFDPACER FDS TR$2.7M1.06%77,994CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.7M1.06%2,711CommonNONE
512807306LRCXLAM RESEARCH CORP$2.6M1.02%26,688CommonNONE
254687106DISDISNEY WALT CO$2.6M1.01%20,729CommonNONE
92826C839VVISA INC$2.5M1.00%7,159CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.5M0.99%20,384CommonNONE
45168D104IDXXIDEXX LABS INC$2.5M0.98%4,632CommonNONE
67066G104NVDANVIDIA CORPORATION$2.4M0.93%14,991CommonNONE
45784P101PODDINSULET CORP$2.3M0.91%7,332CommonNONE
863667101SYKSTRYKER CORPORATION$2.3M0.90%5,779CommonNONE
64110L106NFLXNETFLIX INC$2.2M0.88%1,677CommonNONE
428103105HESMHESS MIDSTREAM LP$2.2M0.88%57,839CommonNONE
482480100KLACKLA CORP$2.2M0.87%2,480CommonNONE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$2.2M0.85%33,769CommonNONE
03463K760CARYANGEL OAK FUNDS TRUST$2.1M0.84%102,541CommonNONE
466313103JBLJABIL INC$2.1M0.82%9,587CommonNONE
98980G102ZSZSCALER INC$2.0M0.79%6,434CommonNONE
46434V316GLOFISHARES TR$2.0M0.78%41,412CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.9M0.76%22,791CommonNONE
45783Y368LJANINNOVATOR ETFS TRUST$1.9M0.74%76,113CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.8M0.70%7,373CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$1.8M0.70%35,565CommonNONE
69374H428FLRTPACER FDS TR$1.7M0.68%36,585CommonNONE
00777X520MBSXADVISOR MANAGED PORTFOLIOS$1.7M0.68%67,566CommonNONE
922908736VUGVANGUARD INDEX FDS$1.7M0.65%3,777CommonNONE
09789C671PCMMBONDBLOXX ETF TRUST$1.6M0.64%32,098CommonNONE
03463K752UYLDANGEL OAK FUNDS TRUST$1.6M0.63%31,516CommonNONE
17275R102CSCOCISCO SYS INC$1.6M0.61%22,357CommonNONE
922908744VTVVANGUARD INDEX FDS$1.5M0.60%8,684CommonNONE
74347B201TBTPROSHARES TR$1.5M0.58%42,385CommonNONE
78433H402BNDINEOS ETF TRUST$1.5M0.57%30,706CommonNONE
78433H501CSHINEOS ETF TRUST$1.4M0.57%28,928CommonNONE
53656F599HEGDLISTED FDS TR$1.4M0.55%59,764CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$1.3M0.52%19,434CommonNONE
69344A107PULSPGIM ETF TR$1.3M0.52%26,325CommonNONE
45259A514OMAHTIDAL TRUST III$1.3M0.50%65,542CommonNONE
69374H105PTLCPACER FDS TR$1.3M0.50%24,905CommonNONE
66538R532SCLZNORTHERN LTS FD TR III$1.3M0.50%23,894CommonNONE
808524599SCCRSCHWAB STRATEGIC TR$1.2M0.49%48,798CommonNONE
464287440IEFISHARES TR$1.2M0.48%12,751CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.1M0.42%17,203CommonNONE
38747R306HIPSGRANITESHARES ETF TR$1.0M0.40%83,550CommonNONE
464287226AGGISHARES TR$1.0M0.40%10,140CommonNONE
025072109KORPAMERICAN CENTY ETF TR$990,9650.39%21,053CommonNONE
025072539AMERICAN CENTY ETF TR$971,1830.38%27,470CommonNONE
464288661IEIISHARES TR$934,0290.37%7,843CommonNONE
571903202MARMARRIOTT INTL INC NEW$844,0130.33%3,089CommonNONE
75513E101RTXRTX CORPORATION$827,5310.33%5,667CommonNONE
464287507IJHISHARES TR$773,1470.30%12,466CommonNONE
464288414MUBISHARES TR$765,9430.30%7,331CommonNONE
464287804IJRISHARES TR$764,2650.30%6,993CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$740,4750.29%9,340CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$716,1950.28%9,677CommonNONE
464289883AOKISHARES TR$708,1950.28%18,126CommonNONE
78433H303SPYINEOS ETF TRUST$704,4420.28%13,999CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$688,7160.27%7,560CommonNONE
922908769VTIVANGUARD INDEX FDS$646,3440.25%2,127CommonNONE
58933Y105MRKMERCK & CO INC$629,6150.25%7,954CommonNONE
464288653TLHISHARES TR$604,0220.24%5,945CommonNONE
921910816MGKVANGUARD WORLD FD$595,0260.23%1,625CommonNONE
464289867AORISHARES TR$591,0100.23%9,599CommonNONE
69374H303PTNQPACER FDS TR$549,5940.22%7,701CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$485,2960.19%2,137CommonNONE
78433H675QQQINEOS ETF TRUST$382,2580.15%7,350CommonNONE
56585A102MPCMARATHON PETE CORP$322,2530.13%1,940CommonNONE
46432F396MTUMISHARES TR$311,2140.12%1,295CommonNONE
092528108SHYMBLACKROCK ETF TRUST II$298,7530.12%13,391CommonNONE
78464A284HYMBSPDR SERIES TRUST$294,7580.12%11,895CommonNONE
921078101OUNZVANECK MERK GOLD ETF$281,6520.11%8,832CommonNONE
464287242LQDISHARES TR$281,4970.11%2,568CommonNONE
464288687PFFISHARES TR$277,7160.11%9,052CommonNONE
74933W452TBILRBB FD INC$274,8730.11%5,498CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$273,3530.11%24,560CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$260,4490.10%7,267CommonNONE
46432F834IXUSISHARES TR$241,5940.10%3,125CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$215,9720.08%1,522CommonNONE
69374H436QDPLPACER FDS TR$213,2810.08%5,405CommonNONE
437076102HDHOME DEPOT INC$208,1110.08%568CommonNONE
02156V109OKLOOKLO INC$202,2920.08%3,613CommonNONE

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.