MondegarAI
Ariadne Wealth Management, LP

Q3 2024 · 13F-HR

Ariadne Wealth Management, LPholdings as filed

Filed 2024-11-12 · accession 0002034793-24-000003

$183.7M
Reported value
224
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287689IWVISHARES TR$14.5M7.90%42,547CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$7.8M4.23%178,958CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$7.4M4.05%125,969CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$6.8M3.72%68,519CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$5.5M3.00%153,956CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$5.4M2.94%83,118CommonSOLE
46428Q109SLVISHARES SILVER TR$5.3M2.89%182,300CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$4.9M2.64%74,703CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.7M2.55%31,446CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$4.5M2.43%164,013CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$3.5M1.88%92,461CommonSOLE
594918104MSFTMICROSOFT CORP$3.4M1.87%8,059CommonSOLE
46434V878ICSHISHARES TR$2.4M1.31%47,701CommonSOLE
78463V107GLDSPDR GOLD TR$2.3M1.27%9,360CommonSOLE
025072190AVDSAMERICAN CENTY ETF TR$2.3M1.26%42,879CommonSOLE
023135106AMZNAMAZON COM INC$2.2M1.21%10,565CommonSOLE
464288687PFFISHARES TR$2.2M1.20%66,903CommonSOLE
30303M102METAMETA PLATFORMS INC$2.2M1.19%3,695CommonSOLE
25434V773DFISDIMENSIONAL ETF TRUST$2.2M1.19%84,794CommonSOLE
037833100AAPLAPPLE INC$2.1M1.16%9,357CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$2.1M1.15%30,664CommonSOLE
464286319DVYEISHARES INC$2.1M1.14%73,251CommonSOLE
025072323AVSCAMERICAN CENTY ETF TR$1.9M1.03%32,628CommonSOLE
02079K305GOOGLALPHABET INC$1.8M0.98%9,939CommonSOLE
025072141AVEEAMERICAN CENTY ETF TR$1.7M0.94%29,578CommonSOLE
11135F101AVGOBROADCOM INC$1.7M0.92%9,193CommonSOLE
464288281EMBISHARES TR$1.7M0.91%18,306CommonSOLE
92826C839VVISA INC$1.5M0.80%4,789CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$1.4M0.79%32,890CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$1.4M0.77%21,961CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$1.3M0.73%19,519CommonSOLE
437076102HDHOME DEPOT INC$1.3M0.73%3,334CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.3M0.72%2,220CommonSOLE
464287226AGGISHARES TR$1.3M0.69%12,980CommonSOLE
02079K107GOOGALPHABET INC$1.2M0.66%6,657CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.65%5,909CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$1.2M0.64%49,482CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.63%2,508CommonSOLE
68389X105ORCLORACLE CORP$1.1M0.63%6,168CommonSOLE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$1.1M0.58%108,849CommonSOLE
464288513HYGISHARES TR$1.0M0.56%13,000CommonSOLE
532457108LLYELI LILLY & CO$893,7700.49%1,121CommonSOLE
46434V449IMTMISHARES TR$878,1980.48%22,346CommonSOLE
303250104FICOFAIR ISAAC CORP$822,5660.45%378CommonSOLE
78464A284HYMBSPDR SER TR$791,0100.43%30,923CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$778,6260.42%18,486CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$761,1440.41%3,220CommonSOLE
464287614IWFISHARES TR$754,1130.41%1,898CommonSOLE
00206R102TAT&T INC$720,3880.39%32,685CommonSOLE
78463X426QEMMSPDR INDEX SHS FDS$710,8160.39%11,444CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$710,5320.39%1,836CommonSOLE
88339J105TTDTHE TRADE DESK INC$708,1080.39%5,343CommonSOLE
46435U549EAGGISHARES TR$673,3630.37%14,284CommonSOLE
25434V823DFARDIMENSIONAL ETF TRUST$659,7790.36%26,669CommonSOLE
922908769VTIVANGUARD INDEX FDS$626,8570.34%2,123CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$614,7240.33%1,187CommonSOLE
922908637VVVANGUARD INDEX FDS$591,0110.32%2,158CommonSOLE
375558103GILDGILEAD SCIENCES INC$579,8620.32%5,923CommonSOLE
464286285EMHYISHARES INC$577,1660.31%14,910CommonSOLE
66987V109NVSNOVARTIS AG$574,6980.31%5,367CommonSOLE
46432F388VLUEISHARES TR$570,3700.31%5,074CommonSOLE
89148B200NTGTORTOISE MIDSTRM ENERGY FD I$554,8440.30%10,512CommonSOLE
464288877EFVISHARES TR$547,6280.30%9,845CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$543,8760.30%7,643CommonSOLE
461202103INTUINTUIT$527,1850.29%782CommonSOLE
060505104BACBANK AMERICA CORP$526,0480.29%11,750CommonSOLE
92189F429PFXFVANECK ETF TRUST$520,6630.28%28,750CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$504,5850.27%2,508CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$497,0080.27%101CommonSOLE
46429B697USMVISHARES TR$492,4210.27%5,316CommonSOLE
89147L886TYGTORTOISE ENERGY INFRA CORP$491,4240.27%11,765CommonSOLE
00724F101ADBEADOBE INC$487,8960.27%974CommonSOLE
88160R101TSLATESLA INC$478,0250.26%1,610CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$465,5920.25%8,332CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$462,6200.25%3,355CommonSOLE
922908744VTVVANGUARD INDEX FDS$459,0250.25%2,583CommonSOLE
040413106ANETEURARISTA NETWORKS INC$454,2950.25%1,054CommonSOLE
922908611VBRVANGUARD INDEX FDS$452,4230.25%2,145CommonSOLE
34959E109FTNTFORTINET INC$450,0310.25%5,378CommonSOLE
46434V266ISCFISHARES TR$439,3880.24%12,866CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$434,3220.24%5,511CommonSOLE
882508104TXNTEXAS INSTRS INC$434,0790.24%1,983CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$431,6860.24%713CommonSOLE
37045V100GMGENERAL MTRS CO$430,8790.23%7,779CommonSOLE
56170L695VGSRMANAGER DIRECTED PORTFOLIOS$428,5730.23%40,054CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$427,6330.23%15,687CommonSOLE
20030N101CMCSACOMCAST CORP NEW$425,1520.23%9,621CommonSOLE
670100205NVONOVO-NORDISK A S$424,8160.23%3,947CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$419,1310.23%5,346CommonSOLE
747525103QCOMQUALCOMM INC$405,9930.22%2,348CommonSOLE
64110L106NFLXNETFLIX INC$403,0490.22%506CommonSOLE
682680103OKEONEOK INC NEW$393,5020.21%3,743CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$393,3830.21%32,271CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$391,5730.21%3,528CommonSOLE
038222105AMATAPPLIED MATLS INC$388,3740.21%2,001CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$388,1670.21%7,095CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$387,7430.21%424CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$386,3940.21%737CommonSOLE
31428X106FDXFEDEX CORP$386,2980.21%1,364CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$380,5820.21%1,781CommonSOLE
95058W100WENWENDYS CO$380,1580.21%19,113CommonSOLE
17275R102CSCOCISCO SYS INC$375,0810.20%6,458CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$367,5890.20%1,822CommonSOLE
02209S103MOALTRIA GROUP INC$361,6090.20%6,754CommonSOLE
443201108HWMHOWMET AEROSPACE INC$359,2410.20%3,230CommonSOLE
88579Y101MMM3M CO$358,8900.20%2,697CommonSOLE
58733R102MELIMERCADOLIBRE INC$358,3580.20%202CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$351,7940.19%9,147CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$349,9950.19%1,160CommonSOLE
718172109PMPHILIP MORRIS INTL INC$346,9550.19%2,803CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$343,1850.19%2,344CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$338,5380.18%10,334CommonSOLE
98389B100XELXCEL ENERGY INC$338,1500.18%5,108CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$336,8050.18%2,949CommonSOLE
949746101WMT2WELLS FARGO CO NEW$335,4910.18%4,805CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$333,9830.18%14,950CommonSOLE
617446448MSMORGAN STANLEY$333,8910.18%2,581CommonSOLE
48268K101KTKT CORP$333,8580.18%20,634CommonSOLE
78464A847SPMDSPDR SER TR$325,3320.18%5,655CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$320,2870.17%7,757CommonSOLE
031162100AMGNAMGEN INC$318,6910.17%990CommonSOLE
478160104JNJJOHNSON & JOHNSON$318,6320.17%2,033CommonSOLE
46435G409IVLUISHARES TR$316,2070.17%11,010CommonSOLE
422806109HEIHEICO CORP NEW$315,1220.17%1,245CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$312,2210.17%3,838CommonSOLE
863667101SYKSTRYKER CORPORATION$306,2190.17%828CommonSOLE
456788108INFYINFOSYS LTD$305,8930.17%14,129CommonSOLE
833445109SNOWSNOWFLAKE INC$300,3260.16%2,431CommonSOLE
256163106DOCUDOCUSIGN INC$300,2980.16%3,927CommonSOLE
743315103PGRPROGRESSIVE CORP$298,9210.16%1,171CommonSOLE
369604301GEGENERAL ELECTRIC CO$296,3540.16%1,657CommonSOLE
369550108GDGENERAL DYNAMICS CORP$293,0610.16%953CommonSOLE
43010E404HFROHIGHLAND OPPORTUNITIES$292,0940.16%52,441CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$291,9380.16%6,285CommonSOLE
482480100KLACKLA CORP$289,5550.16%422CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$288,0610.16%9,215CommonSOLE
25434V682DFSEDIMENSIONAL ETF TRUST$286,8710.16%8,090CommonSOLE
78464A508SPYVSPDR SER TR$286,8080.16%5,331CommonSOLE
191216100KOCOCA COLA CO$286,4700.16%4,500CommonSOLE
751212101RLRALPH LAUREN CORP$285,5500.16%1,288CommonSOLE
78409V104SPGIS&P GLOBAL INC$280,8620.15%565CommonSOLE
30231G102XOMEXXON MOBIL CORP$280,0990.15%2,312CommonSOLE
12572Q105CMECME GROUP INC$277,9940.15%1,252CommonSOLE
34354P105FLSFLOWSERVE CORP$277,4500.15%4,729CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$276,0140.15%3,442CommonSOLE
78468R606SPHYSPDR SER TR$272,5380.15%11,456CommonSOLE
464287721IYWISHARES TR$271,8680.15%1,686CommonSOLE
464288489IFGLISHARES TR$270,8410.15%13,040CommonSOLE
56501R106MFCMANULIFE FINL CORP$269,9770.15%8,361CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$267,5530.15%21,302CommonSOLE
78463X756EWXSPDR INDEX SHS FDS$264,4530.14%4,192CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$263,0690.14%12,270CommonSOLE
75513E101RTXRTX CORPORATION$262,2550.14%2,184CommonSOLE
580135101MCDMCDONALDS CORP$257,2380.14%873CommonSOLE
23331A109DHID R HORTON INC$252,5010.14%1,502CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$252,2380.14%1,293CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$251,9150.14%2,062CommonSOLE
464287655IWMISHARES TR$250,3260.14%1,059CommonSOLE
37637K108GTLBGITLAB INC$248,7990.14%4,066CommonSOLE
086516101BBYBEST BUY INC$248,2530.14%2,755CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$246,3950.13%848CommonSOLE
100557107SAMBOSTON BEER INC$245,1620.13%798CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$244,7550.13%1,245CommonSOLE
83200N103SMARGBPSMARTSHEET INC$241,1320.13%4,309CommonSOLE
316773100FITBFIFTH THIRD BANCORP$238,6980.13%5,197CommonSOLE
12514G108CDWCDW CORP$238,0020.13%1,173CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$236,8990.13%4,919CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$235,6990.13%925CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$234,9540.13%3,336CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$232,7480.13%855CommonSOLE
631103108NDAQNASDAQ INC$231,7260.13%2,964CommonSOLE
778296103ROSTROSS STORES INC$231,2410.13%1,628CommonSOLE
092528884CALIBLACKROCK ETF TRUST II$229,4370.12%4,565CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$226,0360.12%7,368CommonSOLE
91529Y106UNMUNUM GROUP$225,7380.12%3,235CommonSOLE
655663102NDSNNORDSON CORP$225,1320.12%864CommonSOLE
92343E102VRSNVERISIGN INC$225,0120.12%1,210CommonSOLE
03831W108APPAPPLOVIN CORP$224,3420.12%910CommonSOLE
576323109MTZMASTEC INC$223,3340.12%1,578CommonSOLE
172967424CCITIGROUP INC$222,6280.12%3,242CommonSOLE
149123101CATCATERPILLAR INC$221,9100.12%542CommonSOLE
48251W104KKRKKR & CO INC$219,8390.12%1,457CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$217,7570.12%30,077CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$217,7070.12%616CommonSOLE
55087P104LYFTLYFT INC$217,6050.12%12,301CommonSOLE
233051846HAUZDBX ETF TR$217,0000.12%10,000CommonSOLE
443573100HUBSHUBSPOT INC$215,9440.12%335CommonSOLE
67059N108NTNXNUTANIX INC$211,1390.11%2,997CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$211,0910.11%1,232CommonSOLE
00214Q708ARKFARK ETF TR$209,7760.11%6,132CommonSOLE
22822V101CCICROWN CASTLE INC$209,0450.11%2,006CommonSOLE
35137L105FOXAFOX CORP$208,8770.11%4,676CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$205,3110.11%1,656CommonSOLE
403949100DINOHF SINCLAIR CORP$205,2410.11%4,942CommonSOLE
00187Y100APGAPI GROUP CORP$204,9550.11%5,577CommonSOLE
72703H101PLNTPLANET FITNESS INC$204,9140.11%2,176CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$204,5880.11%393CommonSOLE
876030107TPRTAPESTRY INC$203,7260.11%3,952CommonSOLE
302491303FMCFMC CORP$203,5100.11%3,345CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$203,1550.11%2,778CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$202,4840.11%2,155CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$201,9850.11%44,490CommonSOLE
46432F396MTUMISHARES TR$200,9890.11%955CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$195,3060.11%19,242CommonSOLE
90364P105PATHUIPATH INC$185,8350.10%13,889CommonSOLE
06738E204BCSBARCLAYS PLC$184,6630.10%13,916CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$170,9940.09%18,347CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$156,3350.09%10,198CommonSOLE
959802109WUWESTERN UN CO$144,1570.08%13,460CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$132,9470.07%11,305CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP$124,2880.07%14,867CommonSOLE
904311107UAAUNDER ARMOUR INC$114,9730.06%10,330CommonSOLE
05964H105SANBANCO SANTANDER S.A.$108,1650.06%22,302CommonSOLE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$100,0200.05%21,556CommonSOLE
74767V109QSQUANTUMSCAPE CORP$84,7300.05%16,980CommonSOLE
500631106KEPKOREA ELEC PWR CORP$84,0870.05%10,242CommonSOLE
97651M109WITWIPRO LTD$79,4380.04%11,682CommonSOLE
G21810109CLVTCLARIVATE PLC$76,2330.04%16,289CommonSOLE
803866300SSLSASOL LTD$66,1830.04%10,779CommonSOLE
29278D105ENICENEL CHILE S.A.$60,1600.03%21,183CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$59,8030.03%21,282CommonSOLE
528877103LXLEXINFINTECH HLDGS LTD$43,9050.02%11,229CommonSOLE
54975P201LULUFAX HOLDING LTD$29,7270.02%10,579CommonSOLE
204409601CIGCIA ENERGETICA DE MINAS GERA$22,8060.01%11,518CommonSOLE

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.