MondegarAI
KINTRA WEALTH, LLC

Q2 2024 · 13F-HR

KINTRA WEALTH, LLCholdings as filed

Filed 2024-08-14 · accession 0001904432-24-000003

$140.9M
Reported value
114
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
381430503GSLCGOLDMAN SACHS ETF TR$31.7M22.5%296,620CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$13.4M9.50%241,214CommonNONE
464287226AGGISHARES TR$10.9M7.75%112,485CommonNONE
67066G104NVDANVIDIA CORPORATION$5.6M3.99%45,553CommonNONE
037833100AAPLAPPLE INC$5.1M3.60%24,058CommonNONE
594918104MSFTMICROSOFT CORP$3.4M2.41%7,595CommonNONE
02079K305GOOGLALPHABET INC$2.8M2.00%15,449CommonNONE
46435U515IBDTISHARES TR$2.1M1.47%83,563CommonNONE
46435GAA0IBDRISHARES TR$2.0M1.44%85,397CommonNONE
46436E726IBDVISHARES TR$2.0M1.43%94,793CommonNONE
46434VBG4IBDPISHARES TR$2.0M1.40%78,711CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.9M1.32%45,159CommonNONE
464288414MUBISHARES TR$1.7M1.19%15,750CommonNONE
023135106AMZNAMAZON COM INC$1.6M1.16%8,443CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M1.07%7,450CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.4M1.00%2,496CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.4M0.97%3,104CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.93%2,378CommonNONE
548661107LOWLOWES COS INC$1.3M0.92%5,857CommonNONE
171779309CIENCIENA CORP$1.2M0.83%24,189CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M0.82%7,347CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.80%2,758CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.79%6,407CommonNONE
233331107DTEDTE ENERGY CO$1.1M0.78%9,926CommonNONE
17275R102CSCOCISCO SYS INC$1.1M0.76%22,466CommonNONE
482480100KLACKLA CORP$1.0M0.73%1,247CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$1.0M0.72%20,037CommonNONE
458140100INTCINTEL CORP$1.0M0.71%32,299CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$999,8790.71%1,176CommonNONE
58155Q103MCKMCKESSON CORP$983,1570.70%1,683CommonNONE
87612E106TGTTARGET CORP$932,2270.66%6,297CommonNONE
254687106DISDISNEY WALT CO$867,9340.62%8,741CommonNONE
00287Y109ABBVABBVIE INC$820,5040.58%4,784CommonNONE
55261F104MTBM & T BK CORP$812,5900.58%5,369CommonNONE
30303M102METAMETA PLATFORMS INC$780,5970.55%1,548CommonNONE
478160104JNJJOHNSON & JOHNSON$778,9260.55%5,329CommonNONE
863667101SYKSTRYKER CORPORATION$745,1390.53%2,190CommonNONE
594972408MSTRMICROSTRATEGY INC$743,8390.53%540CommonNONE
03076C106AMPAMERIPRISE FINL INC$741,4440.53%1,736CommonNONE
58933Y105MRKMERCK & CO INC$720,5410.51%5,820CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$696,9170.49%8,723CommonNONE
345370860FFORD MTR CO DEL$673,2260.48%53,686CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$670,4490.48%9,097CommonNONE
744320102PRUPRUDENTIAL FINL INC$652,2970.46%5,566CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$648,1100.46%1,273CommonNONE
670346105NUENUCOR CORP$642,9110.46%4,067CommonNONE
337738108FISVFISERV INC$617,0260.44%4,140CommonNONE
931142103WMTWALMART INC$609,0890.43%8,996CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$605,3930.43%576CommonNONE
46435G532SDGISHARES TR$576,5380.41%7,680CommonNONE
46435U697ISHARES TR$576,3610.41%22,129CommonNONE
46435U259IBMOISHARES TR$572,4400.41%22,608CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$565,1520.40%22,525CommonNONE
574599106MASMASCO CORP$552,1870.39%8,282CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$549,1240.39%1,810CommonNONE
717081103PFEPFIZER INC$545,4730.39%19,495CommonNONE
20825C104COPCONOCOPHILLIPS$532,3500.38%4,654CommonNONE
64110L106NFLXNETFLIX INC$527,0810.37%781CommonNONE
46435U325IBMQISHARES TR$523,9830.37%20,943CommonNONE
47103U845JAAAJANUS DETROIT STR TR$520,7570.37%10,235CommonNONE
74762E102QUREQUANTA SVCS INC$502,6050.36%1,978CommonNONE
907818108UNPUNION PAC CORP$495,8080.35%2,191CommonNONE
464287473IWSISHARES TR$493,2230.35%4,085CommonNONE
060505104BACBANK AMERICA CORP$487,6620.35%12,262CommonNONE
009158106APDAIR PRODS & CHEMS INC$481,0050.34%1,864CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$472,0700.33%14,353CommonNONE
30231G102XOMEXXON MOBIL CORP$468,8310.33%4,073CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$446,3250.32%13,525CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$444,9800.32%2,116CommonNONE
46432F339QUALISHARES TR$436,3530.31%2,555CommonNONE
46090F209EVMTINVESCO ACTVELY MNGD ETC FD$431,8450.31%25,890CommonNONE
59156R108METMETLIFE INC$418,1340.30%5,957CommonNONE
025816109AXPAMERICAN EXPRESS CO$401,5080.28%1,734CommonNONE
464287481IWPISHARES TR$395,0530.28%3,580CommonNONE
235851102DHRDANAHER CORPORATION$375,5270.27%1,503CommonNONE
708430103PENNS WOODS BANCORP INC$372,3100.26%18,117CommonNONE
46434VBD1IBDQISHARES TR$362,3260.26%14,575CommonNONE
922908769VTIVANGUARD INDEX FDS$360,0070.26%1,346CommonNONE
231021106CMICUMMINS INC$355,2650.25%1,283CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$354,1890.25%2,065CommonNONE
92826C839VVISA INC$349,1600.25%1,330CommonNONE
49177J102KVUEKENVUE INC$344,5660.24%18,953CommonNONE
464288273SCZISHARES TR$343,3350.24%5,570CommonNONE
368736104GNRCGENERAC HLDGS INC$334,5170.24%2,530CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$315,9390.22%6,188CommonNONE
91913Y100VLOVALERO ENERGY CORP$305,1120.22%1,946CommonNONE
247361702DALDELTA AIR LINES INC DEL$302,4300.21%6,375CommonNONE
09062X103BIIBBIOGEN INC$301,8300.21%1,302CommonNONE
172922106CZNCCITIZENS & NORTHN CORP$300,1690.21%16,779CommonNONE
21036P108STZCONSTELLATION BRANDS INC$296,5450.21%1,153CommonNONE
26884L109EQTEQT CORP$289,6570.21%7,833CommonNONE
020002101ALLALLSTATE CORP$273,4000.19%1,712CommonNONE
97717W315DEMWISDOMTREE TR$272,3770.19%6,289CommonNONE
46435UAA9IBDSISHARES TR$271,3700.19%11,436CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$261,8650.19%795CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$257,3970.18%5,100CommonNONE
46436E312IBDXISHARES TR$255,9370.18%10,421CommonNONE
46436E205IBDUISHARES TR$250,5970.18%11,054CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$246,9270.18%13,733CommonNONE
20451Q104CODICOMPASS DIVERSIFIED$236,5840.17%10,808CommonNONE
125269100CFCF INDS HLDGS INC$233,4290.17%3,149CommonNONE
02079K107GOOGALPHABET INC$230,1920.16%1,255CommonNONE
46436E486IBDWISHARES TR$224,2040.16%11,050CommonNONE
670100205NVONOVO-NORDISK A S$222,8170.16%1,561CommonNONE
464287200IVVISHARES TR$221,2370.16%404CommonNONE
78464A763SDYSPDR SER TR$220,6570.16%1,735CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$210,4050.15%2,515CommonNONE
67079K100SMRNUSCALE PWR CORP$135,7330.10%11,611CommonNONE
105368203BDNBRANDYWINE RLTY TR$50,8030.04%11,340CommonNONE
74767V109QSQUANTUMSCAPE CORP$50,1590.04%10,195CommonNONE
204409601CIGCIA ENERGETICA DE MINAS GERA$48,4110.03%27,506CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$42,1660.03%12,475CommonNONE
550424105LUMINAR TECHNOLOGIES INC$29,8000.02%20,000CommonNONE
G3728V109GANGBUSDGAN LTD$22,9110.02%15,533CommonNONE

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.