MondegarAI
JSF Financial, LLC

Q4 2024 · 13F-HR

JSF Financial, LLCholdings as filed

Filed 2025-01-29 · accession 0001802224-25-000003

$374.0M
Reported value
122
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$82.8M22.1%140,620CommonNONE
72201R585PYLDPIMCO ETF TR$28.1M7.51%1,084,171CommonNONE
037833100AAPLAPPLE INC$21.6M5.77%86,110CommonNONE
464287408IVEISHARES TR$20.7M5.52%108,226CommonNONE
46432F842IEFAISHARES TR$18.8M5.04%268,123CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$13.9M3.71%277,942CommonNONE
46090E103QQQINVESCO QQQ TR$11.5M3.08%22,518CommonNONE
464289438IWYISHARES TR$11.4M3.05%48,532CommonNONE
464287507IJHISHARES TR$9.9M2.63%158,096CommonNONE
67066G104NVDANVIDIA CORPORATION$8.4M2.25%62,701CommonNONE
594918104MSFTMICROSOFT CORP$6.5M1.73%15,392CommonNONE
25862V105DVDOUBLEVERIFY HLDGS INC$6.1M1.64%319,831CommonNONE
464287804IJRISHARES TR$5.7M1.52%49,270CommonNONE
464287614IWFISHARES TR$5.6M1.48%13,822CommonNONE
464287150ITOTISHARES TR$5.5M1.47%42,734CommonNONE
46434G103IEMGISHARES INC$5.4M1.45%103,560CommonNONE
37954Y673PAVEGLOBAL X FDS$5.4M1.43%132,464CommonNONE
023135106AMZNAMAZON COM INC$5.0M1.34%22,929CommonNONE
02079K305GOOGLALPHABET INC$4.6M1.23%24,220CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.3M1.15%9,482CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4.0M1.08%4,406CommonNONE
78464A854SPYMSPDR SER TR$3.1M0.84%45,419CommonNONE
464287234EEMISHARES TR$2.7M0.72%64,402CommonNONE
464287499IWRISHARES TR$2.5M0.67%28,393CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.4M0.64%4,115CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.2M0.60%9,347CommonNONE
10576N102BRZEBRAZE INC$2.1M0.57%50,843CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.1M0.57%9,142CommonNONE
254687106DISDISNEY WALT CO$2.1M0.56%18,831CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.0M0.52%25,873CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.0M0.52%33,908CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.52%3,848CommonNONE
11135F101AVGOBROADCOM INC$1.9M0.52%8,346CommonNONE
78464A847SPMDSPDR SER TR$1.8M0.49%33,770CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.8M0.48%10,741CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.7M0.46%2,899CommonNONE
464285204IAUISHARES GOLD TR$1.7M0.45%33,929CommonNONE
02079K107GOOGALPHABET INC$1.6M0.44%8,643CommonNONE
46435U713IFRAISHARES TR$1.4M0.38%31,091CommonNONE
92826C839VVISA INC$1.4M0.38%4,529CommonNONE
040413205ANETARISTA NETWORKS INC$1.3M0.35%11,848CommonNONE
931142103WMTWALMART INC$1.3M0.35%14,445CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$1.3M0.34%51,872CommonNONE
243537107DECKDECKERS OUTDOOR CORP$1.3M0.34%6,262CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.3M0.33%2,706CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1.2M0.32%6,437CommonNONE
872590104TMUST-MOBILE US INC$1.1M0.30%5,062CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.1M0.29%19,412CommonNONE
115236101BROBROWN & BROWN INC$1.1M0.29%10,526CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.1M0.28%2,996CommonNONE
695156109PKGPACKAGING CORP AMER$1.1M0.28%4,668CommonNONE
437076102HDHOME DEPOT INC$1.0M0.28%2,653CommonNONE
16411R208LNGCHENIERE ENERGY INC$1.0M0.27%4,670CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$1.0M0.27%11,216CommonNONE
464287655IWMISHARES TR$983,2040.26%4,450CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$973,0430.26%26,178CommonNONE
14149Y108CAHCARDINAL HEALTH INC$967,2120.26%8,178CommonNONE
760759100RSGREPUBLIC SVCS INC$932,8760.25%4,637CommonNONE
464289420IWXISHARES TR$920,9370.25%11,653CommonNONE
668771108GENGEN DIGITAL INC$914,0270.24%33,383CommonNONE
743315103PGRPROGRESSIVE CORP$910,3500.24%3,799CommonNONE
526107107LIILENNOX INTL INC$904,9350.24%1,485CommonNONE
516544103LNTHLANTHEUS HLDGS INC$893,9740.24%9,993CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$878,0460.23%10,763CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$861,4440.23%6,262CommonNONE
46435G425ESGUISHARES TR$849,1140.23%6,591CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$821,6070.22%20,202CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$800,3020.21%9,512CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$791,8460.21%3,530CommonNONE
88160R101TSLATESLA INC$773,7570.21%1,916CommonNONE
46429B663HDVISHARES TR$771,1220.21%6,869CommonNONE
G3323L100FNFABRINET$765,4020.20%3,481CommonNONE
532457108LLYELI LILLY & CO$761,3550.20%986CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$751,4380.20%1,866CommonNONE
204166102CVLTCOMMVAULT SYS INC$738,8550.20%4,896CommonNONE
00206R102TAT&T INC$714,7950.19%31,392CommonNONE
031162100AMGNAMGEN INC$675,7370.18%2,593CommonNONE
464287465EFAISHARES TR$594,6730.16%7,865CommonNONE
79466L302CRMSALESFORCE INC$525,6970.14%1,572CommonNONE
697435105PANWPALO ALTO NETWORKS INC$522,9530.14%2,874CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$515,1090.14%8,303CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$494,9660.13%864CommonNONE
30303M102METAMETA PLATFORMS INC$479,5240.13%819CommonNONE
478160104JNJJOHNSON & JOHNSON$468,2040.13%3,237CommonNONE
464287598IWDISHARES TR$462,6410.12%2,499CommonNONE
464288570DSIISHARES TR$458,5690.12%4,159CommonNONE
68389X105ORCLORACLE CORP$448,3320.12%2,690CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$431,3850.12%2,462CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$421,6040.11%11,957CommonNONE
464287879IJSISHARES TR$403,8680.11%3,719CommonNONE
58933Y105MRKMERCK & CO INC$396,9940.11%3,991CommonNONE
244199105DEDEERE & CO$381,7620.10%901CommonNONE
55354G100MSCIMSCI INC$379,8060.10%633CommonNONE
46435G516ESGDISHARES TR$372,2960.10%4,890CommonNONE
922908769VTIVANGUARD INDEX FDS$365,7790.10%1,262CommonNONE
46436E718SGOVISHARES TR$362,1130.10%3,610CommonNONE
053332102AZOAUTOZONE INC$345,8160.09%108CommonNONE
149123101CATCATERPILLAR INC$345,4020.09%952CommonNONE
64110L106NFLXNETFLIX INC$343,1580.09%385CommonNONE
166764100CVXCHEVRON CORP NEW$330,2600.09%2,280CommonNONE
895436103TYTRI CONTL CORP$310,1500.08%9,787CommonNONE
46435U549EAGGISHARES TR$305,5540.08%6,580CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$294,5230.08%517CommonNONE
595112103MUMICRON TECHNOLOGY INC$287,7410.08%3,419CommonNONE
75513E101RTXRTX CORPORATION$280,1130.07%2,421CommonNONE
713448108PEPPEPSICO INC$278,3490.07%1,831CommonNONE
09260D107BXBLACKSTONE INC$269,0290.07%1,560CommonNONE
30231G102XOMEXXON MOBIL CORP$268,9900.07%2,501CommonNONE
464288240ACWXISHARES TR$267,7370.07%5,133CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$255,5940.07%2,984CommonNONE
17275R102CSCOCISCO SYS INC$254,8210.07%4,304CommonNONE
87612E106TGTTARGET CORP$244,1100.07%1,806CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$222,8060.06%2,946CommonNONE
464287309IVWISHARES TR$222,1480.06%2,188CommonNONE
46436E551XJHISHARES TR$212,8970.06%5,089CommonNONE
922908744VTVVANGUARD INDEX FDS$212,5940.06%1,256CommonNONE
855244109SBUXSTARBUCKS CORP$212,4020.06%2,328CommonNONE
46434G863ESGEISHARES INC$204,0700.05%6,112CommonNONE
02209S103MOALTRIA GROUP INC$200,2790.05%3,830CommonNONE
486606106KYNKAYNE ANDERSON ENERGY INFRST$132,7970.04%10,448CommonNONE
00166B105ALXOALX ONCOLOGY HLDGS INC$29,2250.01%17,500CommonNONE
44862P117HYCROFT MINING HOLDING CORP$540.00%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.