MondegarAI
Piedmont Capital Management, LLC

Q1 2025 · 13F-HR

Piedmont Capital Management, LLCholdings as filed

Filed 2025-05-14 · accession 0001656150-25-000002

$139.3M
Reported value
46
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46429B663HDVISHARES TR$36.1M25.9%333,398CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$19.3M13.8%168,004CommonNONE
98149E303GLDMWORLD GOLD TR$13.9M10.00%235,622CommonNONE
46432F842IEFAISHARES TR$12.0M8.63%177,146CommonNONE
46429B655FLOTISHARES TR$8.3M5.94%164,919CommonNONE
92189F106GDXVANECK ETF TRUST$6.7M4.79%160,664CommonNONE
464287481IWPISHARES TR$6.5M4.65%62,074CommonNONE
46138G508BKLNINVESCO EXCH TADED FD TR II$3.8M2.76%190,694CommonNONE
92189F437ANGLVANECK ETF TRUST$2.5M1.79%91,563CommonNONE
922908769VTIVANGUARD INDEX FDS$2.5M1.77%10,099CommonNONE
474288521ISHARES TR$2.4M1.74%48,052CommonNONE
92189H748CLOIVANECK ETF TRUST$2.3M1.66%44,604CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.6M1.18%44,237CommonNONE
37950E259ARGTGLOBAL X FUNDS$1.3M0.91%18,018CommonNONE
464289867AORISHARES TR$1.2M0.88%23,048CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.86%22,392CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.2M0.85%6,832CommonNONE
459200101IBMIBM CORP$1.2M0.85%5,365CommonNONE
191216100KOCOCA COLA CO$1.2M0.84%17,110CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.2M0.83%27,356CommonNONE
88579Y101MMM3M CO$1.1M0.79%8,661CommonNONE
921937835BNDVANGUARD BD INDEX FDS$963,2950.69%13,285CommonNONE
922908553VNQVANGUARD INDEX FDS$854,4710.61%10,709CommonNONE
85472N109STNSTANTEC INC$825,3450.59%10,458CommonNONE
78463V107GLDSPDR GOLD TR$747,1680.54%2,715CommonNONE
46090E107INVSC QQQ TR$741,0030.53%1,781CommonNONE
031162100AMGNAMGEN INC$719,4270.52%2,567CommonNONE
166764100CVXCHEVRON CORP NEW$707,9800.51%5,170CommonNONE
46428Q109SLVISHARES SILVER TR$637,0570.46%23,473CommonNONE
30231G102XOMEXXON MOBIL CORP$605,9870.44%6,014CommonNONE
594918104MSFTMICROSOFT CORP$592,1150.43%1,670CommonNONE
260557103DOWDOW INC$565,1760.41%21,898CommonNONE
478160104JNJJOHNSON & JOHNSON$530,6630.38%3,538CommonNONE
46625H100JPMJPMORGAN CHASE & CO$517,6690.37%2,387CommonNONE
464287200IVVISHARES TR$452,9100.33%908CommonNONE
437076102HDHOME DEPOT INC$353,1750.25%1,054CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$318,0070.23%688CommonNONE
58933Y105MRKMERCK & CO INC$291,6390.21%3,694CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$259,8690.19%1,851CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$249,7290.18%503CommonNONE
92189F643MOATVANECK ETF TRUST$215,8150.15%2,820CommonNONE
742718109PGPROCTER & GAMBLE CO$202,8980.15%1,281CommonNONE
149123101CATCATERPILLAR INC$200,5240.14%732CommonNONE
87971M103TUTELUS CORPORATION$165,8260.12%11,999CommonNONE
36240A101GUTGABELLI UTIL TR$124,2910.09%24,710CommonNONE
66510M204NAKNORTHERN DYNASTY MINERALS LT$7,9500.01%10,000CommonNONE

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.