MondegarAI
Avant Capital LLC

Q1 2025 · 13F-HR

Avant Capital LLCholdings as filed

Filed 2025-05-12 · accession 0001951757-25-000532

$120.2M
Reported value
66
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524797SCHDSCHWAB STRATEGIC TR$9.0M7.47%321,146CommonNONE
97717X669DGRWWISDOMTREE TR$7.9M6.59%99,218CommonNONE
46429B697USMVISHARES TR$7.5M6.26%80,376CommonNONE
922908744VTVVANGUARD INDEX FDS$6.0M5.00%34,776CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$5.3M4.40%198,891CommonNONE
46432F339QUALISHARES TR$5.2M4.37%30,718CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$5.2M4.31%219,310CommonNONE
46432F396MTUMISHARES TR$5.1M4.22%25,095CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$4.5M3.73%24,383CommonNONE
921910840MGVVANGUARD WORLD FD$4.5M3.71%34,584CommonNONE
74348A467NOBLPROSHARES TR$4.2M3.49%41,129CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$4.2M3.48%194,601CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.9M3.22%19,940CommonNONE
74347B680REGLPROSHARES TR$3.9M3.21%47,871CommonNONE
922908769VTIVANGUARD INDEX FDS$3.6M3.00%13,122CommonNONE
922908512VOEVANGUARD INDEX FDS$2.9M2.42%18,090CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$2.6M2.15%34,677CommonNONE
97717W307DLNWISDOMTREE TR$2.5M2.12%32,049CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.5M2.08%99,709CommonNONE
97717W109DTDWISDOMTREE TR$2.4M2.01%31,462CommonNONE
921910816MGKVANGUARD WORLD FD$1.9M1.55%6,051CommonNONE
922908736VUGVANGUARD INDEX FDS$1.7M1.41%4,557CommonNONE
00162Q387OUSAALPS ETF TR$1.7M1.40%31,542CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.5M1.27%69,406CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$1.4M1.15%16,859CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.3M1.07%7,442CommonNONE
037833100AAPLAPPLE INC$1.1M0.88%4,752CommonNONE
46432F388VLUEISHARES TR$971,7340.81%9,111CommonNONE
78468R754ONEVSPDR SER TR$955,3780.79%7,535CommonNONE
67066G104NVDANVIDIA CORPORATION$879,9680.73%8,119CommonNONE
46641Q407JPUSJ P MORGAN EXCHANGE TRADED F$830,6280.69%7,210CommonNONE
808524722SCHKSCHWAB STRATEGIC TR$755,6520.63%28,070CommonNONE
88160R101TSLATESLA INC$749,4010.62%2,892CommonNONE
30231G102XOMEXXON MOBIL CORP$697,0870.58%5,861CommonNONE
023135106AMZNAMAZON COM INC$613,6280.51%3,225CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$612,0810.51%13,300CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$568,6280.47%9,213CommonNONE
78468R804LGLVSPDR SER TR$546,6060.45%3,141CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$521,4590.43%364CommonNONE
166764100CVXCHEVRON CORP NEW$510,0060.42%3,049CommonNONE
780259305SHELSHELL PLC$494,4910.41%6,748CommonNONE
808524789FNDBSCHWAB STRATEGIC TR$483,8000.40%21,026CommonNONE
78468R812QUSSPDR SER TR$467,8910.39%2,986CommonNONE
47804J107JHMLJOHN HANCOCK EXCHANGE TRADED$452,0510.38%6,705CommonNONE
594918104MSFTMICROSOFT CORP$429,9080.36%1,145CommonNONE
97717W547WTVWISDOMTREE TR$424,7460.35%5,169CommonNONE
922908637VVVANGUARD INDEX FDS$353,8930.29%1,377CommonNONE
78464A839MDYVSPDR SER TR$347,3950.29%4,509CommonNONE
46137V449EQWLINVESCO EXCHANGE TRADED FD T$330,7490.28%3,208CommonNONE
921910873MGCVANGUARD WORLD FD$298,7370.25%1,483CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$268,2410.22%7,526CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$263,8380.22%5,714CommonNONE
97717X651DGRSWISDOMTREE TR$255,3260.21%5,491CommonNONE
97717W208DHSWISDOMTREE TR$250,9200.21%2,530CommonNONE
78464A128VLUSPDR SER TR$245,3940.20%1,335CommonNONE
46138E370SPHBINVESCO EXCH TRADED FD TR II$243,3520.20%3,110CommonNONE
46434V621DGROISHARES TR$242,5400.20%3,926CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$241,1770.20%2,922CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$233,4110.19%952CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$229,1350.19%2,469CommonNONE
244199105DEDEERE & CO$228,9490.19%488CommonNONE
931142103WMTWALMART INC$226,3980.19%2,579CommonNONE
922908363VOOVANGUARD INDEX FDS$225,3790.19%439CommonNONE
78464A300SLYVSPDR SER TR$221,7480.18%2,828CommonNONE
97717W505DONWISDOMTREE TR$209,3660.17%4,228CommonNONE
26145B304DRAGONFLY ENERGY HOLDINGS CO$10,9890.01%11,212CommonNONE

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.