MondegarAI
KINTRA WEALTH, LLC

Q3 2024 · 13F-HR

KINTRA WEALTH, LLCholdings as filed

Filed 2024-11-14 · accession 0001904432-24-000006

$147.3M
Reported value
110
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
381430503GSLCGOLDMAN SACHS ETF TR$41.7M28.3%369,453CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$13.6M9.23%247,576CommonNONE
464287226AGGISHARES TR$12.1M8.20%119,245CommonNONE
67066G104NVDANVIDIA CORPORATION$5.5M3.73%45,201CommonNONE
037833100AAPLAPPLE INC$4.8M3.26%20,610CommonNONE
594918104MSFTMICROSOFT CORP$3.0M2.07%7,074CommonNONE
46435GAA0IBDRISHARES TR$2.3M1.54%93,342CommonNONE
46435U515IBDTISHARES TR$2.3M1.53%88,478CommonNONE
46434VBG4IBDPISHARES TR$2.3M1.53%89,374CommonNONE
46436E726IBDVISHARES TR$2.2M1.51%100,413CommonNONE
02079K305GOOGLALPHABET INC$2.2M1.48%13,185CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.8M1.23%40,199CommonNONE
171779309CIENCIENA CORP$1.5M1.01%24,189CommonNONE
023135106AMZNAMAZON COM INC$1.4M0.95%7,483CommonNONE
464288414MUBISHARES TR$1.3M0.91%12,378CommonNONE
548661107LOWLOWES COS INC$1.3M0.86%4,671CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.3M0.85%5,960CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.84%2,509CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.2M0.83%23,903CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.82%1,958CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.81%5,407CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.2M0.78%2,077CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.77%2,453CommonNONE
17275R102CSCOCISCO SYS INC$974,1290.66%18,304CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$960,5280.65%1,083CommonNONE
233331107DTEDTE ENERGY CO$956,1550.65%7,446CommonNONE
594972408MSTRMICROSTRATEGY INC$910,4400.62%5,400CommonNONE
55261F104MTBM & T BK CORP$903,1740.61%5,071CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$896,5910.61%17,601CommonNONE
30303M102METAMETA PLATFORMS INC$797,5120.54%1,393CommonNONE
482480100KLACKLA CORP$795,7500.54%1,028CommonNONE
87612E106TGTTARGET CORP$787,3240.53%5,051CommonNONE
46432F339QUALISHARES TR$771,9960.52%4,306CommonNONE
166764100CVXCHEVRON CORP NEW$761,6490.52%5,172CommonNONE
00287Y109ABBVABBVIE INC$748,5440.51%3,790CommonNONE
03076C106AMPAMERIPRISE FINL INC$722,8020.49%1,538CommonNONE
58155Q103MCKMCKESSON CORP$699,3040.47%1,414CommonNONE
46435G532SDGISHARES TR$688,4950.47%8,120CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$685,9890.47%19,718CommonNONE
863667101SYKSTRYKER CORPORATION$657,8710.45%1,821CommonNONE
478160104JNJJOHNSON & JOHNSON$647,4080.44%3,995CommonNONE
337738108FISVFISERV INC$644,0450.44%3,585CommonNONE
254687106DISDISNEY WALT CO$642,8400.44%6,683CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$631,6810.43%5,736CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$631,6510.43%17,334CommonNONE
574599106MASMASCO CORP$626,4170.43%7,463CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$612,1310.42%6,862CommonNONE
58933Y105MRKMERCK & CO INC$597,1260.41%5,258CommonNONE
931142103WMTWALMART INC$575,8880.39%7,132CommonNONE
009158106APDAIR PRODS & CHEMS INC$554,9870.38%1,864CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$534,7240.36%915CommonNONE
74762E102QUREQUANTA SVCS INC$523,5870.36%1,756CommonNONE
46434VBD1IBDQISHARES TR$516,7950.35%20,589CommonNONE
744320102PRUPRUDENTIAL FINL INC$516,7660.35%4,267CommonNONE
46435U259IBMOISHARES TR$512,1040.35%19,961CommonNONE
46435U697ISHARES TR$511,8720.35%19,612CommonNONE
464287473IWSISHARES TR$507,4430.34%3,837CommonNONE
670346105NUENUCOR CORP$487,1420.33%3,240CommonNONE
64110L106NFLXNETFLIX INC$482,3040.33%680CommonNONE
46435U325IBMQISHARES TR$469,7400.32%18,328CommonNONE
458140100INTCINTEL CORP$468,8480.32%19,985CommonNONE
907818108UNPUNION PAC CORP$468,3600.32%1,900CommonNONE
717081103PFEPFIZER INC$463,5810.31%16,019CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$457,8680.31%1,295CommonNONE
30231G102XOMEXXON MOBIL CORP$454,2710.31%3,875CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$452,0330.31%430CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$445,0590.30%2,120CommonNONE
060505104BACBANK AMERICA CORP$433,3770.29%10,922CommonNONE
46090F209EVMTINVESCO ACTVELY MNGD ETC FD$430,5600.29%26,000CommonNONE
345370860FFORD MTR CO$414,1450.28%39,218CommonNONE
464287481IWPISHARES TR$414,0340.28%3,530CommonNONE
20825C104COPCONOCOPHILLIPS$401,1620.27%3,810CommonNONE
025816109AXPAMERICAN EXPRESS CO$400,3260.27%1,476CommonNONE
49177J102KVUEKENVUE INC$387,4100.26%16,749CommonNONE
464288273SCZISHARES TR$377,0890.26%5,570CommonNONE
59156R108METMETLIFE INC$376,7520.26%4,568CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$369,6280.25%15,350CommonNONE
92826C839VVISA INC$353,3670.24%1,285CommonNONE
708430103PENNS WOODS BANCORP INC$344,9680.23%14,504CommonNONE
172922106CZNCCITIZENS & NORTHN CORP$330,8530.22%16,803CommonNONE
922908769VTIVANGUARD INDEX FDS$330,6660.22%1,168CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$322,9650.22%6,216CommonNONE
97717W315DEMWISDOMTREE TR$320,5960.22%7,285CommonNONE
46436E205IBDUISHARES TR$307,3280.21%13,072CommonNONE
125269100CFCF INDS HLDGS INC$299,0240.20%3,485CommonNONE
46429B663HDVISHARES TR$291,1970.20%2,476CommonNONE
46435UAA9IBDSISHARES TR$280,0680.19%11,492CommonNONE
46436E312IBDXISHARES TR$278,5310.19%10,834CommonNONE
368736104GNRCGENERAC HLDGS INC$266,1240.18%1,675CommonNONE
235851102DHRDANAHER CORPORATION$259,1390.18%932CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$258,7740.18%5,100CommonNONE
231021106CMICUMMINS INC$253,8650.17%784CommonNONE
020002101ALLALLSTATE CORP$249,7450.17%1,317CommonNONE
46090E103QQQINVESCO QQQ TR$244,5230.17%501CommonNONE
20451Q104CODICOMPASS DIVERSIFIED$241,3040.16%10,904CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$238,6270.16%795CommonNONE
46436E486IBDWISHARES TR$235,8620.16%11,115CommonNONE
464287200IVVISHARES TR$234,0220.16%406CommonNONE
91913Y100VLOVALERO ENERGY CORP$233,0510.16%1,726CommonNONE
88160R101TSLATESLA INC$216,3680.15%827CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$216,1450.15%12,281CommonNONE
11284V105BROOKFIELD RENEWABLE CORP$213,3350.14%6,532CommonNONE
929740108WABWABTEC$202,3100.14%1,113CommonNONE
67079K100SMRNUSCALE PWR CORP$168,5820.11%14,558CommonNONE
74767V109QSQUANTUMSCAPE CORP$61,7900.04%10,746CommonNONE
105368203BDNBRANDYWINE RLTY TR$61,6900.04%11,340CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$59,6000.04%12,735CommonNONE
204409601CIGCIA ENERGETICA DE MINAS GERA$55,1570.04%26,775CommonNONE
G3728V109GANGBUSDGAN LTD$27,4930.02%15,533CommonNONE
550424105LUMINAR TECHNOLOGIES INC$17,9940.01%20,000CommonNONE

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.