MondegarAI
Drake & Associates, LLC

Q4 2024 · 13F-HR

Drake & Associates, LLCholdings as filed

Filed 2025-02-10 · accession 0001935795-25-000001

$351.3M
Reported value
88
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
316188309FBNDFIDELITY MERRIMACK STR TR$32.4M9.21%715,999CommonNONE
19761L706RECSCOLUMBIA ETF TR I$28.0M7.96%788,604CommonNONE
464287663IUSVISHARES TR$24.8M7.06%263,047CommonNONE
47103U845JAAAJANUS DETROIT STR TR$24.2M6.88%474,829CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$24.1M6.85%556,890CommonNONE
78464A409SPYGSPDR SER TR$23.7M6.74%260,965CommonNONE
464287507IJHISHARES TR$21.9M6.24%342,514CommonNONE
464288257ACWIISHARES TR$20.8M5.93%171,740CommonNONE
92790A405SEIXVIRTUS ETF TR II$17.8M5.06%740,705CommonNONE
464287572IOOISHARES TR$16.8M4.78%164,909CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$12.5M3.57%404,638CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$12.1M3.45%124,700CommonNONE
46090E103QQQINVESCO QQQ TR$10.2M2.90%19,509CommonNONE
78463V107GLDSPDR GOLD TR$9.3M2.66%35,381CommonNONE
78463X533EDIVSPDR INDEX SHS FDS$7.9M2.25%223,251CommonNONE
037833100AAPLAPPLE INC$3.3M0.94%14,476CommonNONE
594918104MSFTMICROSOFT CORP$2.7M0.77%6,593CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.71%2,379CommonNONE
023135106AMZNAMAZON COM INC$2.2M0.64%9,750CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.2M0.63%8,053CommonNONE
11135F101AVGOBROADCOM INC$2.0M0.57%8,942CommonNONE
30303M102METAMETA PLATFORMS INC$1.6M0.45%2,230CommonNONE
872590104TMUST-MOBILE US INC$1.6M0.44%6,345CommonNONE
67066G104NVDANVIDIA CORPORATION$1.5M0.43%11,677CommonNONE
95040Q104WELLWELLTOWER INC$1.5M0.43%10,583CommonNONE
501044101KRKROGER CO$1.5M0.43%23,052CommonNONE
00287Y109ABBVABBVIE INC$1.5M0.42%7,825CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.42%9,669CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1.4M0.40%6,230CommonNONE
704326107PAYXPAYCHEX INC$1.4M0.40%9,569CommonNONE
34959J108FTVFORTIVE CORP$1.4M0.39%17,320CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$1.4M0.39%30,656CommonNONE
018802108LNTALLIANT ENERGY CORP$1.4M0.39%22,825CommonNONE
714046109RVTYREVVITY INC$1.4M0.39%11,386CommonNONE
827048109SLGNSILGAN HLDGS INC$1.3M0.37%24,470CommonNONE
05722G100BKRBAKER HUGHES COMPANY$1.3M0.37%28,427CommonNONE
031100100AMEAMETEK INC$1.3M0.36%6,834CommonNONE
G29183103ETNEATON CORP PLC$1.2M0.34%3,785CommonNONE
464287200IVVISHARES TR$1.2M0.33%1,911CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.1M0.31%9,596CommonNONE
29084Q100EMEEMCOR GROUP INC$1.0M0.29%2,175CommonNONE
369604301GEGE AEROSPACE$910,2120.26%4,434CommonNONE
337738108FISVFISERV INC$896,4100.26%3,896CommonNONE
68389X105ORCLORACLE CORP$888,5620.25%5,093CommonNONE
02079K107GOOGALPHABET INC$878,4880.25%4,694CommonNONE
002824100ABTABBOTT LABS$874,0620.25%6,772CommonNONE
92939U106WECWEC ENERGY GROUP INC$860,7700.24%8,456CommonNONE
G54950103LINLINDE PLC$829,6030.24%1,823CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$769,8890.22%3,051CommonNONE
02079K305GOOGLALPHABET INC$717,9410.20%3,874CommonNONE
532457108LLYELI LILLY & CO$644,0470.18%733CommonNONE
773903109ROKROCKWELL AUTOMATION INC$569,4070.16%2,121CommonNONE
931142103WMTWALMART INC$553,5940.16%5,473CommonNONE
92826C839VVISA INC$543,9550.15%1,563CommonNONE
64110L106NFLXNETFLIX INC$534,3410.15%527CommonNONE
437076102HDHOME DEPOT INC$532,0250.15%1,306CommonNONE
060505104BACBANK AMERICA CORP$530,3110.15%11,188CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$521,2770.15%2,529CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$495,4320.14%1,048CommonNONE
72201R833MINTPIMCO ETF TR$492,0150.14%4,898CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$477,4890.14%906CommonNONE
79466L302CRMSALESFORCE INC$475,7120.14%1,460CommonNONE
922908769VTIVANGUARD INDEX FDS$441,3380.13%1,481CommonNONE
57636Q104MAMASTERCARD INCORPORATED$434,6460.12%772CommonNONE
217204106CPRTCOPART INC$430,1140.12%7,389CommonNONE
166764100CVXCHEVRON CORP NEW$429,7780.12%2,816CommonNONE
776696106ROPROPER TECHNOLOGIES INC$423,9800.12%740CommonNONE
747525103QCOMQUALCOMM INC$412,0300.12%2,453CommonNONE
032654105ADIANALOG DEVICES INC$403,6480.11%1,967CommonNONE
94106L109WMWASTE MGMT INC DEL$377,6820.11%1,679CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$374,8130.11%1,225CommonNONE
464287622IWBISHARES TR$359,1010.10%1,083CommonNONE
49456B101KMIKINDER MORGAN INC DEL$353,6290.10%13,078CommonNONE
922908751VBVANGUARD INDEX FDS$339,0440.10%1,369CommonNONE
842587107SOSOUTHERN CO$335,4980.10%3,967CommonNONE
149123101CATCATERPILLAR INC$329,6750.09%906CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$306,6470.09%526CommonNONE
922908744VTVVANGUARD INDEX FDS$298,7650.09%1,696CommonNONE
88160R101TSLATESLA INC$297,2520.08%822CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$295,2750.08%765CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$289,4430.08%5,054CommonNONE
75513E101RTXRTX CORPORATION$288,3990.08%2,254CommonNONE
922908363VOOVANGUARD INDEX FDS$266,6000.08%483CommonNONE
36828A101GEVGE VERNOVA INC$250,2160.07%662CommonNONE
30231G102XOMEXXON MOBIL CORP$238,6870.07%2,192CommonNONE
907818108UNPUNION PAC CORP$237,7230.07%982CommonNONE
00206R102TAT&T INC$212,4190.06%8,656CommonNONE
464287614IWFISHARES TR$204,6990.06%502CommonNONE

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.