MondegarAI
RIK SAYLOR FINANCIAL, INC.

Q4 2024 · 13F-HR

RIK SAYLOR FINANCIAL, INC.holdings as filed

Filed 2025-01-27 · accession 0001986152-25-000009

$108.1M
Reported value
79
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$6.7M6.24%13,201CommonSOLE
464287309IVWISHARES TR$5.4M4.98%52,992CommonSOLE
302635206FSKFS KKR CAP CORP$4.3M3.97%197,379CommonSOLE
464287408IVEISHARES TR$4.3M3.94%22,335CommonSOLE
46429B697USMVISHARES TR$4.0M3.71%45,222CommonSOLE
46432F396MTUMISHARES TR$4.0M3.65%19,093CommonSOLE
464288257ACWIISHARES TR$3.2M2.99%27,529CommonSOLE
464287655IWMISHARES TR$3.2M2.92%14,278CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$2.9M2.72%25,469CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$2.7M2.49%50,711CommonSOLE
464287226AGGISHARES TR$2.6M2.43%27,074CommonSOLE
464287507IJHISHARES TR$2.5M2.35%40,734CommonSOLE
037833100AAPLAPPLE INC$2.5M2.32%10,037CommonSOLE
464287432TLTISHARES TR$2.5M2.32%28,668CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$2.5M2.28%57,461CommonSOLE
464287200IVVISHARES TR$2.3M2.12%3,899CommonSOLE
464288638IGIBISHARES TR$2.2M2.03%42,590CommonSOLE
921910816MGKVANGUARD WORLD FD$2.2M2.02%6,352CommonSOLE
72201R833MINTPIMCO ETF TR$2.1M1.93%20,801CommonSOLE
464287705IJJISHARES TR$1.7M1.58%13,676CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.6M1.50%33,546CommonSOLE
46432F859ISTBISHARES TR$1.6M1.44%32,515CommonSOLE
464287804IJRISHARES TR$1.5M1.42%13,332CommonSOLE
33939L845QDEFFLEXSHARES TR$1.4M1.33%20,518CommonSOLE
92189F643MOATVANECK ETF TRUST$1.4M1.33%15,455CommonSOLE
78464A409SPYGSPDR SER TR$1.4M1.29%15,860CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.4M1.26%6,482CommonSOLE
464287101OEFISHARES TR$1.3M1.24%4,657CommonSOLE
464287663IUSVISHARES TR$1.3M1.16%13,567CommonSOLE
464286525ACWVISHARES INC$1.2M1.13%11,183CommonSOLE
464287754IYJISHARES TR$1.2M1.11%8,994CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$1.2M1.08%11,873CommonSOLE
464289883AOKISHARES TR$1.2M1.07%31,150CommonSOLE
78464A508SPYVSPDR SER TR$1.2M1.07%22,594CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$1.1M1.05%39,953CommonSOLE
464288687PFFISHARES TR$1.0M0.97%33,342CommonSOLE
92206C565BNDWVANGUARD SCOTTSDALE FDS$1.0M0.95%15,020CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.0M0.94%6,068CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$1.0M0.94%9,716CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.0M0.93%7,671CommonSOLE
78463V107GLDSPDR GOLD TR$991,7640.92%4,096CommonSOLE
464287846IYYISHARES TR$987,9160.91%6,904CommonSOLE
464287572IOOISHARES TR$909,2350.84%9,023CommonSOLE
46284V101IRMIRON MTN INC DEL$863,2140.80%8,212CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$817,4610.76%14,239CommonSOLE
922908652VXFVANGUARD INDEX FDS$816,4120.76%4,297CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$733,4070.68%1,618CommonSOLE
464287721IYWISHARES TR$682,1240.63%4,276CommonSOLE
464287168DVYISHARES TR$674,5390.62%5,138CommonSOLE
464287176TIPISHARES TR$671,5180.62%6,302CommonSOLE
464287440IEFISHARES TR$639,0000.59%6,912CommonSOLE
46434V621DGROISHARES TR$634,5730.59%10,345CommonSOLE
166764100CVXCHEVRON CORP NEW$583,3500.54%4,028CommonSOLE
33740U109DEEDFIRST TR EXCHNG TRADED FD VI$561,5130.52%27,152CommonSOLE
46429B747STIPISHARES TR$555,0290.51%5,517CommonSOLE
464288513HYGISHARES TR$524,1810.48%6,665CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$513,0110.47%2,140CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$492,8810.46%6,517CommonSOLE
464287788IYFISHARES TR$477,1560.44%4,315CommonSOLE
922908751VBVANGUARD INDEX FDS$455,1820.42%1,894CommonSOLE
464287150ITOTISHARES TR$444,3320.41%3,455CommonSOLE
46429B655FLOTISHARES TR$443,5740.41%8,718CommonSOLE
316092857FRELFIDELITY COVINGTON TRUST$431,9010.40%15,985CommonSOLE
46429B663HDVISHARES TR$408,3910.38%3,638CommonSOLE
464287234EEMISHARES TR$384,3920.36%9,192CommonSOLE
369604301GEGE AEROSPACE$350,3530.32%2,101CommonSOLE
855244109SBUXSTARBUCKS CORP$346,9230.32%3,802CommonSOLE
247361702DALDELTA AIR LINES INC DEL$335,7940.31%5,550CommonSOLE
46434V647REETISHARES TR$323,6080.30%13,501CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$285,2380.26%1,173CommonSOLE
464286533EEMVISHARES INC$282,5670.26%4,873CommonSOLE
501044101KRKROGER CO$275,9090.26%4,512CommonSOLE
464288281EMBISHARES TR$270,5990.25%3,039CommonSOLE
036752103ELVELEVANCE HEALTH INC$225,0290.21%610CommonSOLE
46435G433SMMVISHARES TR$210,2980.19%5,072CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$205,1010.19%1,698CommonSOLE
48249T106KIOKKR INCOME OPPORTUNITIES FD$202,0070.19%15,098CommonSOLE
46140H403DBOINVESCO DB MULTI-SECTOR COMM$175,6650.16%12,276CommonSOLE
733245104PRCHPORCH GROUP INC$49,2000.05%10,000CommonSOLE

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.