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Veltria Advisors Corp.

Q2 2025 · 13F-HR

Veltria Advisors Corp.holdings as filed

Filed 2025-08-13 · accession 0001941369-25-000006

$149.7M
Reported value
147
Positions
2025-06-30
Period end
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The Brief · Veltria Advisors Corp. · Q2 2025

AI · grounded in 13F

Veltria Advisors Corp. established a new position in SPY valued at $23.4M. The fund also initiated new stakes in VO for $13.3M and SPHQ for $9.9M. Additional new positions include QUAL at $9.4M, MLPX at $5.0M, and DGRO at $4.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$23.4M15.7%37,938CommonSOLE
922908629VOVANGUARD INDEX FDS$13.3M8.85%47,373CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$9.9M6.64%139,567CommonSOLE
46432F339QUALISHARES TR$9.4M6.25%51,216CommonSOLE
37954Y293MLPXGLOBAL X FDS$5.0M3.31%79,056CommonSOLE
46434V621DGROISHARES TR$4.6M3.04%71,200CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$3.6M2.37%25,063CommonSOLE
92204A504VHTVANGUARD WORLD FD$3.2M2.13%12,819CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$3.1M2.09%59,741CommonSOLE
594918104MSFTMICROSOFT CORP$2.8M1.87%5,626CommonSOLE
37954Y871URAGLOBAL X FDS$2.7M1.78%68,595CommonSOLE
78464A755XMESPDR SERIES TRUST$2.4M1.58%35,117CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.3M1.54%14,623CommonSOLE
464288257ACWIISHARES TR$2.1M1.40%16,330CommonSOLE
023135106AMZNAMAZON COM INC$1.9M1.26%8,622CommonSOLE
11135F101AVGOBROADCOM INC$1.7M1.14%6,180CommonSOLE
30303M102METAMETA PLATFORMS INC$1.6M1.09%2,221CommonSOLE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$1.5M1.00%80,310CommonSOLE
78464A870XBISPDR SERIES TRUST$1.4M0.91%16,442CommonSOLE
02079K305GOOGLALPHABET INC$1.3M0.89%7,575CommonSOLE
64110L106NFLXNETFLIX INC$1.2M0.81%910CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.80%4,107CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.2M0.77%6,361CommonSOLE
92826C839VVISA INC$1.1M0.74%3,127CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.1M0.74%10,113CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$1.0M0.69%22,772CommonSOLE
88160R101TSLATESLA INC$982,8400.66%3,094CommonSOLE
931142103WMTWALMART INC$910,5270.61%9,312CommonSOLE
18915M107NETCLOUDFLARE INC$892,0060.60%4,555CommonSOLE
68389X105ORCLORACLE CORP$888,9500.59%4,066CommonSOLE
00162Q726BFORALPS ETF TR$884,0670.59%11,480CommonSOLE
037833100AAPLAPPLE INC$837,7100.56%4,083CommonSOLE
060505104BACBANK AMERICA CORP$773,7770.52%16,352CommonSOLE
46434V456IQLTISHARES TR$770,0510.51%17,817CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$736,3620.49%3,461CommonSOLE
172967424CCITIGROUP INC$703,1760.47%8,261CommonSOLE
949746101WMT2WELLS FARGO CO NEW$659,7880.44%8,235CommonSOLE
78464A672SPTISPDR SERIES TRUST$645,3400.43%22,431CommonSOLE
922908744VTVVANGUARD INDEX FDS$643,3340.43%3,640CommonSOLE
191216100KOCOCA COLA CO$622,6710.42%8,801CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$595,2500.40%6,524CommonSOLE
58733R102MELIMERCADOLIBRE INC$588,0690.39%225CommonSOLE
254687106DISDISNEY WALT CO$577,3910.39%4,656CommonSOLE
30231G102XOMEXXON MOBIL CORP$577,0540.39%5,353CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$573,1210.38%2,906CommonSOLE
20825C104COPCONOCOPHILLIPS$569,7590.38%6,349CommonSOLE
097023105BABOEING CO$568,2450.38%2,712CommonSOLE
78468R101SPTSSPDR SERIES TRUST$547,6640.37%18,698CommonSOLE
02079K107GOOGALPHABET INC$545,4740.36%3,075CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$544,9680.36%770CommonSOLE
17275R102CSCOCISCO SYS INC$537,4180.36%7,746CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$524,5930.35%1,681CommonSOLE
20030N101CMCSACOMCAST CORP NEW$513,2940.34%14,382CommonSOLE
58155Q103MCKMCKESSON CORP$488,7640.33%667CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$481,1010.32%5,621CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$479,3350.32%853CommonSOLE
09290D101BLKBLACKROCK INC$473,2210.32%451CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$467,5470.31%918CommonSOLE
00287Y109ABBVABBVIE INC$467,3910.31%2,518CommonSOLE
82509L107SHOPSHOPIFY INC$454,6730.30%3,941CommonSOLE
464288653TLHISHARES TR$450,1890.30%4,431CommonSOLE
25809K105DASHDOORDASH INC$446,4300.30%1,811CommonSOLE
512807306LRCXLAM RESEARCH CORP$442,2160.30%4,543CommonSOLE
79466L302CRMSALESFORCE INC$440,6670.29%1,616CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$418,4840.28%837CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$416,6660.28%543CommonSOLE
002824100ABTABBOTT LABS$413,1980.28%3,038CommonSOLE
038222105AMATAPPLIED MATLS INC$402,5710.27%2,199CommonSOLE
532457108LLYELI LILLY & CO$381,9700.26%490CommonSOLE
437076102HDHOME DEPOT INC$372,5060.25%1,016CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$366,2220.24%1,675CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$362,2850.24%1,229CommonSOLE
37045V100GMGENERAL MTRS CO$361,3000.24%7,342CommonSOLE
464288620USIGISHARES TR$351,9010.24%6,841CommonSOLE
36828A101GEVGE VERNOVA INC$347,1220.23%656CommonSOLE
22052L104CTVACORTEVA INC$335,1610.22%4,497CommonSOLE
369604301GEGE AEROSPACE$332,0330.22%1,290CommonSOLE
H1467J104CBCHUBB LIMITED$330,2810.22%1,140CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$329,7360.22%1,053CommonSOLE
438516106HONHONEYWELL INTL INC$319,5110.21%1,372CommonSOLE
911363109URIUNITED RENTALS INC$318,6880.21%423CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$318,5040.21%1,736CommonSOLE
833445109SNOWSNOWFLAKE INC$313,9490.21%1,403CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$311,8910.21%4,511CommonSOLE
26875P101EOGEOG RES INC$311,7040.21%2,606CommonSOLE
046353108AZNNASTRAZENECA PLC$310,0580.21%4,437CommonSOLE
56585A102MPCMARATHON PETE CORP$303,3170.20%1,826CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$298,4660.20%9,028CommonSOLE
594972408MSTRMICROSTRATEGY INC$297,9180.20%737CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$292,2740.20%3,351CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$289,4370.19%708CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$285,2680.19%1,394CommonSOLE
025816109AXPAMERICAN EXPRESS CO$284,8490.19%893CommonSOLE
036752103ELVELEVANCE HEALTH INC$280,8290.19%722CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$279,8730.19%3,300CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$279,7130.19%2,998CommonSOLE
478160104JNJJOHNSON & JOHNSON$277,7000.19%1,818CommonSOLE
78464A763SDYSPDR SERIES TRUST$277,1610.19%2,042CommonSOLE
747525103QCOMQUALCOMM INC$275,8380.18%1,732CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$270,6820.18%608CommonSOLE
244199105DEDEERE & CO$268,4830.18%528CommonSOLE
58933Y105MRKMERCK & CO INC$266,1360.18%3,362CommonSOLE
46434G764EMXCISHARES INC$263,7990.18%4,178CommonSOLE
375558103GILDGILEAD SCIENCES INC$263,0950.18%2,373CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$261,1160.17%644CommonSOLE
69351T106PPLPPL CORP$258,3430.17%7,623CommonSOLE
009066101ABNBAIRBNB INC$257,6660.17%1,947CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$257,6620.17%44CommonSOLE
617446448MSMORGAN STANLEY$256,5060.17%1,821CommonSOLE
81762P102NOWSERVICENOW INC$255,9920.17%249CommonSOLE
771049103RBLXROBLOX CORP$253,9530.17%2,414CommonSOLE
09260D107BXBLACKSTONE INC$253,5380.17%1,695CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$253,3770.17%2,781CommonSOLE
75513E101RTXRTX CORPORATION$249,8400.17%1,711CommonSOLE
38748G101BARGRANITESHARES GOLD TR$247,5420.17%7,584CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$246,3650.16%925CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$246,2610.16%1,827CommonSOLE
37940X102GPNGLOBAL PMTS INC$244,1220.16%3,050CommonSOLE
03831W108APPAPPLOVIN CORP$243,6560.16%696CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$242,5500.16%462CommonSOLE
631103108NDAQNASDAQ INC$233,0290.16%2,606CommonSOLE
718546104PSXPHILLIPS 66$232,7540.16%1,951CommonSOLE
464288588MBBISHARES TR$230,4060.15%2,454CommonSOLE
872590104TMUST-MOBILE US INC$229,6830.15%964CommonSOLE
369550108GDGENERAL DYNAMICS CORP$228,6610.15%784CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$227,9070.15%900CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$227,6890.15%419CommonSOLE
464287325IXJISHARES TR$226,1580.15%2,627CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$225,6340.15%2,079CommonSOLE
654106103NKENIKE INC$225,4810.15%3,174CommonSOLE
G87052109TELTE CONNECTIVITY PLC$222,4760.15%1,319CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$220,4680.15%6,119CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$220,3740.15%719CommonSOLE
052769106ADSKAUTODESK INC$219,7950.15%710CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$217,3450.15%1,532CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$210,7210.14%3,364CommonSOLE
65339F101NEENEXTERA ENERGY INC$209,9260.14%3,024CommonSOLE
032654105ADIANALOG DEVICES INC$209,2200.14%879CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$205,4430.14%6,333CommonSOLE
15135B101CNCCENTENE CORP DEL$204,6900.14%3,771CommonSOLE
580135101MCDMCDONALDS CORP$203,9350.14%698CommonSOLE
842587107SOSOUTHERN CO$203,5870.14%2,217CommonSOLE
464288414MUBISHARES TR$203,1090.14%1,944CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$201,1440.13%4,640CommonSOLE
74340W103PLDPROLOGIS INC.$200,1480.13%1,904CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$162,4910.11%14,179CommonSOLE
051774107AURAURORA INNOVATION INC$157,0850.10%29,978CommonSOLE

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.