MondegarAI
Drake & Associates, LLC

Q3 2024 · 13F-HR

Drake & Associates, LLCholdings as filed

Filed 2024-10-16 · accession 0001935795-24-000004

$309.7M
Reported value
88
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
316188309FBNDFIDELITY MERRIMACK STR TR$25.8M8.32%551,430CommonNONE
464287663IUSVISHARES TR$23.7M7.65%247,960CommonNONE
92189F643MOATVANECK ETF TRUST$23.0M7.43%237,341CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$22.3M7.21%493,220CommonNONE
78464A409SPYGSPDR SER TR$21.8M7.05%263,161CommonNONE
47103U845JAAAJANUS DETROIT STR TR$21.0M6.77%412,133CommonNONE
464287507IJHISHARES TR$20.4M6.58%326,811CommonNONE
464288257ACWIISHARES TR$19.4M6.28%162,687CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$16.1M5.21%386,258CommonNONE
464287572IOOISHARES TR$15.9M5.12%159,984CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$11.4M3.69%382,613CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$11.3M3.66%118,015CommonNONE
46090E103QQQINVESCO QQQ TR$9.4M3.03%19,201CommonNONE
46429B747STIPISHARES TR$9.1M2.94%89,983CommonNONE
78463V107GLDSPDR GOLD TR$8.4M2.71%34,587CommonNONE
78463X533EDIVSPDR INDEX SHS FDS$7.4M2.39%196,845CommonNONE
037833100AAPLAPPLE INC$2.9M0.95%12,646CommonNONE
594918104MSFTMICROSOFT CORP$1.9M0.60%4,348CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.5M0.47%1,659CommonNONE
00287Y109ABBVABBVIE INC$1.4M0.47%7,312CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.42%6,977CommonNONE
30303M102METAMETA PLATFORMS INC$1.2M0.40%2,143CommonNONE
532457108LLYELI LILLY & CO$1.2M0.39%1,379CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.39%5,658CommonNONE
11135F101AVGOBROADCOM INC$1.1M0.37%6,631CommonNONE
464287200IVVISHARES TR$1.1M0.36%1,914CommonNONE
G54950103LINLINDE PLC$900,3440.29%1,888CommonNONE
68389X105ORCLORACLE CORP$898,1780.29%5,271CommonNONE
67066G104NVDANVIDIA CORPORATION$803,4680.26%6,616CommonNONE
002824100ABTABBOTT LABS$762,0430.25%6,684CommonNONE
02079K107GOOGALPHABET INC$754,2270.24%4,511CommonNONE
02079K305GOOGLALPHABET INC$731,6350.24%4,411CommonNONE
872590104TMUST-MOBILE US INC$666,9560.22%3,232CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$658,3620.21%2,951CommonNONE
478160104JNJJOHNSON & JOHNSON$642,4940.21%3,965CommonNONE
018802108LNTALLIANT ENERGY CORP$640,6390.21%10,556CommonNONE
95040Q104WELLWELLTOWER INC$636,3930.21%4,971CommonNONE
714046109RVTYREVVITY INC$635,6880.21%4,976CommonNONE
45687V106IRINGERSOLL RAND INC$627,6380.20%6,394CommonNONE
704326107PAYXPAYCHEX INC$604,0800.20%4,502CommonNONE
501044101KRKROGER CO$599,9380.19%10,470CommonNONE
92939U106WECWEC ENERGY GROUP INC$597,8420.19%6,216CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$583,9980.19%13,481CommonNONE
12514G108CDWCDW CORP$580,0370.19%2,563CommonNONE
718546104PSXPHILLIPS 66$579,1690.19%4,406CommonNONE
34959J108FTVFORTIVE CORP$571,6220.18%7,242CommonNONE
773903109ROKROCKWELL AUTOMATION INC$566,7600.18%2,111CommonNONE
892331307TMTOYOTA MOTOR CORP$539,9960.17%3,024CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$529,7200.17%906CommonNONE
931142103WMTWALMART INC$527,9440.17%6,538CommonNONE
437076102HDHOME DEPOT INC$508,5260.16%1,255CommonNONE
369604301GEGE AEROSPACE$495,5880.16%2,628CommonNONE
060505104BACBANK AMERICA CORP$482,0330.16%12,148CommonNONE
031162100AMGNAMGEN INC$468,8160.15%1,455CommonNONE
337738108FISVFISERV INC$462,8540.15%2,576CommonNONE
539830109LMTLOCKHEED MARTIN CORP$453,0240.15%775CommonNONE
57636Q104MAMASTERCARD INCORPORATED$411,4790.13%833CommonNONE
842587107SOSOUTHERN CO$392,6270.13%4,354CommonNONE
64110L106NFLXNETFLIX INC$385,8430.12%544CommonNONE
49456B101KMIKINDER MORGAN INC DEL$381,1630.12%17,255CommonNONE
922908769VTIVANGUARD INDEX FDS$380,2840.12%1,343CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$375,1120.12%815CommonNONE
94106L109WMWASTE MGMT INC DEL$371,6140.12%1,790CommonNONE
149123101CATCATERPILLAR INC$361,3950.12%924CommonNONE
058498106BALLBALL CORP$352,3170.11%5,188CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$348,0350.11%2,004CommonNONE
464287622IWBISHARES TR$340,5050.11%1,083CommonNONE
032654105ADIANALOG DEVICES INC$337,4290.11%1,466CommonNONE
00724F101ADBEADOBE INC$336,5570.11%650CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$329,2770.11%708CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$326,9690.11%925CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$326,4750.11%5,666CommonNONE
922908751VBVANGUARD INDEX FDS$313,2210.10%1,320CommonNONE
747525103QCOMQUALCOMM INC$292,5820.09%1,721CommonNONE
217204106CPRTCOPART INC$288,8290.09%5,512CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$282,9180.09%5,423CommonNONE
92826C839VVISA INC$282,1000.09%1,026CommonNONE
922908363VOOVANGUARD INDEX FDS$275,8640.09%523CommonNONE
776696106ROPROPER TECHNOLOGIES INC$267,1820.09%480CommonNONE
75513E101RTXRTX CORPORATION$250,8010.08%2,070CommonNONE
30231G102XOMEXXON MOBIL CORP$236,6670.08%2,019CommonNONE
922908744VTVVANGUARD INDEX FDS$233,5050.08%1,338CommonNONE
143658300CCL1EURCARNIVAL CORP$226,8600.07%12,276CommonNONE
907818108UNPUNION PAC CORP$226,5150.07%919CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$220,8290.07%2,353CommonNONE
45168D104IDXXIDEXX LABS INC$211,6870.07%419CommonNONE
233051101DBEMDBX ETF TR$207,9230.07%7,900CommonNONE
921937835BNDVANGUARD BD INDEX FDS$206,2520.07%2,746CommonNONE

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.