MondegarAI
Select Asset Management & Trust

Q4 2024 · 13F-HR

Select Asset Management & Trustholdings as filed

Filed 2025-02-13 · accession 0001600636-25-000001

$258,012
Reported value
72
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYS&P 500 Spiders$64,54325.0%110,126CommonNONE
78467X109DIADow Diamonds - SPDR Dow Jones$25,0749.72%58,929CommonNONE
921908844VIGVanguard Dividend Appreciation$23,5599.13%120,302CommonNONE
464287101OEFiShares S&P 100 Index$20,1767.82%69,849CommonNONE
921946406VYMVanguard High Div Yield$17,2386.68%135,106CommonNONE
921910840MGVVanguard Mega Cap Value$11,7674.56%94,202CommonNONE
29084Q100EMEEmcor Group Inc$11,2444.36%24,773CommonNONE
464287804IJRiShares SC S&P 600$8,8553.43%76,856CommonNONE
037833100AAPLApple Computer, Inc.$8,5463.31%34,126CommonNONE
464287465EFAMSCI EAFE Index$7,9243.07%104,799CommonNONE
30231G102XOMExxon Mobil Corp.$4,4981.74%41,816CommonNONE
142339100CSLCarlisle Companies Inc$4,2451.65%11,509CommonNONE
594918104MSFTMicrosoft Corp$4,1131.59%9,758CommonNONE
921946810VIGIVanguard Int Div App Index$4,0241.56%50,301CommonNONE
580135101MCDMcDonald's Corp$2,8981.12%9,996CommonNONE
084670702BRK/BBerkshire Hathaway Inc. Cl B$2,6691.03%5,889CommonNONE
46625H100JPMJ.P. Morgan Chase$2,5600.99%10,680CommonNONE
693475105PNCPNC Financial Services Gr$2,2080.86%11,450CommonNONE
023135106AMZNAmazon.com Inc$2,0730.80%9,448CommonNONE
464287234EEMiShares MSCI Emerging Markets$1,8630.72%44,550CommonNONE
918090101UTZUtz Brands, Inc.$1,8480.72%118,038CommonNONE
67066G104NVDANVIDIA Corp$1,5540.60%11,570CommonNONE
717081103PFEPfizer Inc$1,3850.54%52,222CommonNONE
922908637VVVanguard Large Cap$1,3700.53%5,081CommonNONE
02079K107GOOGAlphabet Inc - C Shares$1,3200.51%6,932CommonNONE
922908363VOOVanguard S&P 500 ETF$1,2950.50%2,404CommonNONE
00287Y109ABBVABBVIE INC$1,0660.41%6,000CommonNONE
92189F106GDXMarket Vectors Gold Miners$1,0170.39%30,000CommonNONE
084680107BBTBerkshire Hills Bancorp Inc$9170.36%32,245CommonNONE
30303M102METAMeta Platforms Inc$8180.32%1,397CommonNONE
427866108HSYHershey Foods Corp$7460.29%4,403CommonNONE
29261A100EHCEncompass Health Corporation$6820.26%7,387CommonNONE
166764100CVXChevron Texaco Corporation$6690.26%4,620CommonNONE
09260D107BXBlackstone Group LP$6050.23%3,511CommonNONE
002824100ABTAbbott Labs$5880.23%5,200CommonNONE
57636Q104MAMastercard$5580.22%1,059CommonNONE
40412C101HCAHCA Inc.$5240.20%1,745CommonNONE
651639106NEMNewmont Mining Corp$5140.20%13,800CommonNONE
70432V102PAYCPaycom Software Inc$5120.20%2,500CommonNONE
478160104JNJJohnson & Johnson$5110.20%3,535CommonNONE
81369Y605XLFFinancial Select Sector$4850.19%10,035CommonNONE
15135B101CNCCentene Corp$4850.19%8,000CommonNONE
060505104BACBank of America$4530.18%10,307CommonNONE
922908553VNQVanguard REIT Index$4460.17%5,003CommonNONE
780259305SHELSheldahl, Inc.$4430.17%7,074CommonNONE
539830109LMTLockheed Martin$4410.17%907CommonNONE
437076102HDHome Depot, Inc.$3770.15%969CommonNONE
461202103INTUIntuit Inc$3770.15%600CommonNONE
64110L106NFLXNetfllix Inc$3700.14%415CommonNONE
H25662943CIE Financiere Richemon$3600.14%2,366CommonNONE
718172109PMPhillip Morris International$3260.13%2,709CommonNONE
58933Y105MRKMerck & Co Inc.$3130.12%3,148CommonNONE
89832Q109TFCTruist Financial Corp$3080.12%7,097CommonNONE
02079K305GOOGLAlphabet Inc - A Shares$3070.12%1,621CommonNONE
009158106APDAir Products & Chemical Inc$2900.11%1,000CommonNONE
641069406NSRGYNestle SA ADR$2830.11%3,469CommonNONE
922908736VUGVanguard Growth Vipers$2830.11%690CommonNONE
423991959Heineken Holding ORD EUR1.6$2720.11%4,548CommonNONE
38141G104GSGoldman, Sachs & Co.$2640.10%462CommonNONE
464287408IVEiShares S&P 500 Value$2610.10%1,366CommonNONE
91324P102UNHUnited Health Group Inc.$2550.10%504CommonNONE
742718109PGProcter & Gamble Company$2360.09%1,406CommonNONE
98138H101WDAYWorkday Inc$2330.09%902CommonNONE
573284106MLMMartin Marietta Materials$2290.09%443CommonNONE
438516106HONHoneywell International I$2260.09%1,000CommonNONE
82509L107SHOPShopify Inc$2130.08%2,000CommonNONE
09174C104BITBBitwise Bitcoin$2130.08%4,190CommonNONE
46428Q109SLViShares Silver Trust$2110.08%8,000CommonNONE
F72027919Pernod Ricard SA Ord$2100.08%1,861CommonNONE
904311206UAUnder Armour Inc - Class C$1870.07%25,047CommonNONE
42806J700HTZHertz Global Holdings$780.03%21,242CommonNONE
00810E109Aether Global Innovations Corp$10.00%70,000CommonNONE

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.