MondegarAI
Ariadne Wealth Management, LP

Q2 2024 · 13F-HR

Ariadne Wealth Management, LPholdings as filed

Filed 2024-08-26 · accession 0002034793-24-000001

$129.4M
Reported value
159
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V724DFUVDIMENSIONAL ETF TRUST$7.1M5.50%181,082CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$6.2M4.78%68,583CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$6.2M4.76%118,584CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$5.1M3.97%159,126CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$5.0M3.83%79,518CommonSOLE
46428Q109SLVISHARES SILVER TR$4.8M3.74%182,300CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$4.4M3.41%74,939CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$4.2M3.22%158,284CommonSOLE
594918104MSFTMICROSOFT CORP$3.4M2.63%7,606CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$3.4M2.61%93,958CommonSOLE
46434V878ICSHISHARES TR$2.3M1.79%45,904CommonSOLE
464288687PFFISHARES TR$2.1M1.63%66,903CommonSOLE
78463V107GLDSPDR GOLD TR$2.0M1.56%9,360CommonSOLE
464286319DVYEISHARES INC$2.0M1.54%73,251CommonSOLE
025072190AVDSAMERICAN CENTY ETF TR$1.9M1.50%37,456CommonSOLE
444097109HUDSON PAC PPTYS INC$1.9M1.47%3,763CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.9M1.43%10,157CommonSOLE
25434V773DFISDIMENSIONAL ETF TRUST$1.8M1.38%72,458CommonSOLE
037833100AAPLAPPLE INC$1.7M1.33%8,196CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$1.7M1.29%27,823CommonSOLE
464288281EMBISHARES TR$1.6M1.25%18,306CommonSOLE
025072323AVSCAMERICAN CENTY ETF TR$1.5M1.15%29,857CommonSOLE
22948Q101CTOCTO RLTY GROWTH INC NEW$1.3M1.04%835CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$1.3M1.01%32,235CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$1.3M0.98%19,519CommonSOLE
464287226AGGISHARES TR$1.3M0.97%12,979CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$1.3M0.97%6,830CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$1.1M0.88%18,723CommonSOLE
437076102HDHOME DEPOT INC$1.1M0.88%3,316CommonSOLE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$1.0M0.79%108,834CommonSOLE
29287L700FLXRTCW ETF TRUST$1.0M0.78%26,301CommonSOLE
464288513HYGISHARES TR$1.0M0.78%13,000CommonSOLE
05580M108RILYB. RILEY FINANCIAL INC$996,7030.77%5,811CommonSOLE
464286145FMUSDISHARES INC$912,8910.71%33,244CommonSOLE
46434V449IMTMISHARES TR$904,8040.70%23,386CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$868,9880.67%20,919CommonSOLE
78440P306SKMSK TELECOM LTD$856,5190.66%6,066CommonSOLE
20825C104COPCONOCOPHILLIPS$826,6860.64%1,050CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC MD$762,9050.59%843CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$737,5280.57%1,813CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$736,0240.57%3,639CommonSOLE
464287614IWFISHARES TR$691,8400.53%1,898CommonSOLE
69122G102BLUE OWL CAP CORP III$688,9100.53%44,968CommonSOLE
78463X426QEMMSPDR INDEX SHS FDS$668,9430.52%11,444CommonSOLE
46435U549EAGGISHARES TR$664,4190.51%14,255CommonSOLE
78464A284HYMBSPDR SER TR$634,4740.49%24,940CommonSOLE
025072141AVEEAMERICAN CENTY ETF TR$617,8790.48%11,147CommonSOLE
46432F388VLUEISHARES TR$606,9980.47%5,867CommonSOLE
690732102ACHOWENS & MINOR INC NEW$584,5370.45%1,325CommonSOLE
759916109RGENREPLIGEN CORP$565,5360.44%3,962CommonSOLE
464286285EMHYISHARES INC$552,4160.43%14,910CommonSOLE
57776J100MXLMAXLINEAR INC$538,9120.42%820CommonSOLE
05967A107BSBRBANCO SANTANDER BRASIL S A$537,7630.42%968CommonSOLE
989817101ZUMZZUMIEZ INC$534,3740.41%2,747CommonSOLE
444859102HUMHUMANA INC$532,9400.41%358CommonSOLE
464288877EFVISHARES TR$522,1790.40%9,845CommonSOLE
67090S108NCDLNUVEEN CHURCHILL DIRECT LEND$519,6560.40%28,997CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$515,2950.40%1,520CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$500,6410.39%7,550CommonSOLE
92189F429PFXFVANECK ETF TRUST$497,3750.38%28,750CommonSOLE
248019101DLXDELUXE CORP$483,1680.37%1,570CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$482,3600.37%6,242CommonSOLE
577933104MMSMAXIMUS INC$467,5370.36%1,051CommonSOLE
00206R102TAT&T INC$464,8000.36%24,322CommonSOLE
46434V266ISCFISHARES TR$455,2770.35%14,126CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$452,9320.35%829CommonSOLE
89148B200NTGTORTOISE MIDSTRM ENERGY FD I$451,7480.35%10,518CommonSOLE
46429B697USMVISHARES TR$447,0870.35%5,325CommonSOLE
922908611VBRVANGUARD INDEX FDS$422,1340.33%2,300CommonSOLE
201723103CMCCOMMERCIAL METALS CO$418,2120.32%13,285CommonSOLE
922908744VTVVANGUARD INDEX FDS$416,9610.32%2,583CommonSOLE
89147L886TYGTORTOISE ENERGY INFRA CORP$415,2990.32%11,910CommonSOLE
858119100STLDSTEEL DYNAMICS INC$411,1080.32%2,064CommonSOLE
44852D108HUYAHUYA INC$410,9860.32%1,365CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$406,3890.31%798CommonSOLE
91359E105UHTUNIVERSAL HEALTH RLTY INCOME$401,7580.31%2,974CommonSOLE
13100M509CALXCALIX INC$398,5870.31%1,689CommonSOLE
25434V823DFARDIMENSIONAL ETF TRUST$397,4380.31%17,984CommonSOLE
64110W102NTESNETEASE INC$393,6680.30%369CommonSOLE
56170L695VGSRMANAGER DIRECTED PORTFOLIOS$384,7500.30%39,788CommonSOLE
97264L100WIMI HOLOGRAM CLOUD INC$384,0930.30%2,203CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$372,7300.29%32,271CommonSOLE
30231G102XOMEXXON MOBIL CORP$364,2400.28%3,164CommonSOLE
12504L109CBRECBRE GROUP INC$353,6930.27%1,132CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$351,2610.27%2,031CommonSOLE
47737C104JFINJIAYIN GROUP INC$344,6280.27%5,023CommonSOLE
060505104BACBANK AMERICA CORP$338,9200.26%8,522CommonSOLE
58733R102MELIMERCADOLIBRE INC$338,5400.26%206CommonSOLE
219948106CPAYCORPAY INC$336,7280.26%85CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$334,6010.26%28,332CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$334,2440.26%1,822CommonSOLE
43010E404HFROHIGHLAND OPPORTUNITIES$323,6330.25%51,781CommonSOLE
464287465EFAISHARES TR$313,3200.24%4,000CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$305,7530.24%7,414CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$305,6190.24%872CommonSOLE
46435G409IVLUISHARES TR$302,1140.23%11,010CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$301,3910.23%14,950CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$297,3990.23%10,334CommonSOLE
31428X106FDXFEDEX CORP$291,2510.23%343CommonSOLE
88033G407THCTENET HEALTHCARE CORP$285,4400.22%640CommonSOLE
478160104JNJJOHNSON & JOHNSON$282,6730.22%1,934CommonSOLE
78463X756EWXSPDR INDEX SHS FDS$277,5340.21%4,792CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$277,3230.21%2,574CommonSOLE
60770K107MRNAMODERNA INC$276,6040.21%19,971CommonSOLE
191216100KOCOCA COLA CO$275,0110.21%4,288CommonSOLE
369550108GDGENERAL DYNAMICS CORP$273,8920.21%944CommonSOLE
9026851067WHUDEMY INC$273,0620.21%7,757CommonSOLE
78468R606SPHYSPDR SER TR$271,8370.21%11,702CommonSOLE
25434V682DFSEDIMENSIONAL ETF TRUST$270,6910.21%8,090CommonSOLE
75513E101RTXRTX CORPORATION$268,7540.21%45,164CommonSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$264,9910.20%2,582CommonSOLE
17275R102CSCOCISCO SYS INC$263,8710.20%5,554CommonSOLE
589492107MREOMEREO BIOPHARMA GROUP PLC$259,8360.20%3,499CommonSOLE
464288489IFGLISHARES TR$258,1920.20%13,040CommonSOLE
464287721IYWISHARES TR$253,7430.20%1,686CommonSOLE
88579Y101MMM3M CO$244,9490.19%2,397CommonSOLE
366505105GTXGARRETT MOTION INC$241,8940.19%1,754CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$237,9210.18%2,448CommonSOLE
69007J106OUTFRONT MEDIA INC$236,2190.18%1,267CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$230,7380.18%33,982CommonSOLE
285512109EAELECTRONIC ARTS INC$230,6140.18%3,634CommonSOLE
74467Q103PUBMPUBMATIC INC$228,1090.18%338CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$227,9240.18%3,136CommonSOLE
79466L302CRMSALESFORCE INC$226,8960.18%883CommonSOLE
609207105MDLZMONDELEZ INTL INC$224,7360.17%21,302CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$222,5700.17%8,361CommonSOLE
374689107ROCKGIBRALTAR INDS INC$222,4000.17%4,157CommonSOLE
929042109VNOVORNADO RLTY TR$220,3630.17%8,753CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$219,7420.17%9,749CommonSOLE
099724106BWABORGWARNER INC$218,5930.17%4,700CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$218,2800.17%7,357CommonSOLE
87240R107TFSLTFS FINL CORP$216,0870.17%13,746CommonSOLE
88160R101TSLATESLA INC$215,8870.17%1,091CommonSOLE
464287655IWMISHARES TR$214,8610.17%1,059CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN$213,4570.17%1,273CommonSOLE
46436E759DMXFISHARES TR$211,1830.16%3,132CommonSOLE
126600105CVBFCVB FINL CORP$208,0740.16%384CommonSOLE
227046109CROXCROCS INC$207,9410.16%5,007CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$207,3060.16%541CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$206,1640.16%918CommonSOLE
233051846HAUZDBX ETF TR$201,8000.16%10,000CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$193,2990.15%12,692CommonSOLE
71375U101PRFTUSDPERFICIENT INC$188,1930.15%44,490CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$185,7130.14%15,185CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$183,3160.14%10,627CommonSOLE
750236101RDNRADIAN GROUP INC$179,1470.14%13,455CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$135,6530.10%12,666CommonSOLE
915271100UVSPUNIVEST FINANCIAL CORPORATIO$123,8740.10%10,137CommonSOLE
74736K101QRVOQORVO INC$110,3870.09%10,118CommonSOLE
91359V107UVEUNIVERSAL INS HLDGS INC$109,4730.08%23,047CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$94,0850.07%36,048CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP$82,4100.06%10,340CommonSOLE
887399103MTUSMETALLUS INC$81,1990.06%10,670CommonSOLE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$80,9370.06%21,412CommonSOLE
60646V105MCWMISTER CAR WASH INC$73,3640.06%10,304CommonSOLE
670346105NUENUCOR CORP$58,0140.04%21,251CommonSOLE
911363109URIUNITED RENTALS INC$29,9300.02%10,576CommonSOLE
204409601CIGCIA ENERGETICA DE MINAS GERA$21,4140.02%11,518CommonSOLE
56501R106MFCMANULIFE FINL CORP$1,1170.00%10,190CommonSOLE

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.