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Asset One Wealth Management LLC

Q4 2025 · 13F-HR

Asset One Wealth Management LLCholdings as filed

Filed 2026-02-17 · accession 0002110759-26-000001

$730.1M
Reported value
275
Positions
2025-12-31
Period end
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The Brief · Asset One Wealth Management LLC · Q4 2025

AI · grounded in 13F

Asset One Wealth Management LLC established a new position in OUNZ valued at $33.6M. The fund also initiated new stakes in MSFT for $28.4M and QQQ for $27M. Additional new positions include VOO at $19.1M and SCHD at $18.8M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921078101OUNZVANECK MERK GOLD ETF$33.6M4.60%749,502CommonNONE
594918104MSFTMICROSOFT CORP$28.4M3.89%67,074CommonNONE
46090E103QQQINVESCO QQQ TR$27.0M3.69%43,072CommonNONE
922908363VOOVANGUARD INDEX FDS$19.1M2.62%29,930CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$18.8M2.57%626,380CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$18.0M2.46%69,686CommonNONE
85210B102SGDMSPROTT ETF TRUST$17.8M2.44%234,376CommonNONE
67066G104NVDANVIDIA CORPORATION$17.5M2.39%94,138CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$16.8M2.30%650,859CommonNONE
78468R523BILSSPDR SERIES TRUST$15.9M2.18%160,528CommonNONE
037833100AAPLAPPLE INC$15.7M2.15%58,136CommonNONE
78468R663BILSPDR SERIES TRUST$15.7M2.15%171,447CommonNONE
37954Y848SILGLOBAL X FDS$12.9M1.77%138,278CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$12.7M1.75%364,106CommonNONE
92204A702VGTVANGUARD WORLD FD$12.3M1.69%16,381CommonNONE
023135106AMZNAMAZON COM INC$11.9M1.64%49,169CommonNONE
78464A409SPYGSPDR SERIES TRUST$9.4M1.29%87,697CommonNONE
92204A884VOXVANGUARD WORLD FD$8.6M1.18%43,228CommonNONE
92189H805REMXVANECK ETF TRUST$8.0M1.10%94,551CommonNONE
30303M102METAMETA PLATFORMS INC$7.7M1.06%10,937CommonNONE
92189F106GDXVANECK ETF TRUST$7.5M1.02%79,404CommonNONE
02079K107GOOGALPHABET INC$7.5M1.02%21,626CommonNONE
464287309IVWISHARES TR$6.7M0.91%53,547CommonNONE
N07059210ASMLASML HOLDING N V$6.5M0.89%4,505CommonNONE
464288679SHVISHARES TR$6.0M0.82%54,341CommonNONE
149123101CATCATERPILLAR INC$5.8M0.79%8,325CommonNONE
16411R208LNGCHENIERE ENERGY INC$5.5M0.75%26,478CommonNONE
038222105AMATAPPLIED MATLS INC$5.5M0.75%16,729CommonNONE
02079K305GOOGLALPHABET INC$5.4M0.74%15,770CommonNONE
413216300HMYHARMONY GOLD MINING CO LTD$5.3M0.73%253,867CommonNONE
37954Y871URAGLOBAL X FDS$5.0M0.68%93,787CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$5.0M0.68%20,168CommonNONE
580135101MCDMCDONALDS CORP$4.9M0.68%15,498CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.8M0.66%14,164CommonNONE
11135F101AVGOBROADCOM INC$4.8M0.66%14,574CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4.8M0.66%4,971CommonNONE
231021106CMICUMMINS INC$4.8M0.66%8,081CommonNONE
464286327SLVPISHARES INC$4.8M0.66%125,283CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$4.6M0.63%31,909CommonNONE
040413205ANETARISTA NETWORKS INC$4.6M0.63%33,092CommonNONE
00287Y109ABBVABBVIE INC$4.3M0.59%19,017CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.3M0.58%13,857CommonNONE
94106L109WMWASTE MGMT INC DEL$4.3M0.58%19,121CommonNONE
931142103WMTWALMART INC$4.2M0.57%33,644CommonNONE
92826C839VVISA INC$4.2M0.57%12,492CommonNONE
532457108LLYELI LILLY & CO$4.1M0.56%3,932CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.1M0.56%72,912CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$4.0M0.55%52,875CommonNONE
464287200IVVISHARES TR$4.0M0.54%5,672CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$3.9M0.53%4,083CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.8M0.53%32,183CommonNONE
437076102HDHOME DEPOT INC$3.6M0.50%9,599CommonNONE
697900108PAASPAN AMERN SILVER CORP$3.6M0.49%66,958CommonNONE
52468L505LVHILEGG MASON ETF INVT$3.5M0.48%90,102CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3.5M0.48%13,030CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$3.5M0.48%59,231CommonNONE
55336V100MPLXMPLX LP$3.5M0.47%62,403CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$3.4M0.47%14,721CommonNONE
27579R104EWBCEAST WEST BANCORP INC$3.4M0.46%29,557CommonNONE
46436E718SGOVISHARES TR$3.4M0.46%33,493CommonNONE
82509L107SHOPSHOPIFY INC$3.4M0.46%25,381CommonNONE
20030N101CMCSACOMCAST CORP NEW$3.3M0.46%112,579CommonNONE
64110L106NFLXNETFLIX INC$3.3M0.46%40,227CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.3M0.46%6,826CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.3M0.45%33,731CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$3.2M0.44%67,158CommonNONE
747525103QCOMQUALCOMM INC$3.2M0.44%20,963CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$3.2M0.44%32,951CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$3.2M0.43%6,359CommonNONE
88160R101TSLATESLA INC$3.1M0.43%7,402CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.1M0.42%20,208CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$3.1M0.42%17,802CommonNONE
78409V104SPGIS&P GLOBAL INC$3.1M0.42%5,818CommonNONE
56585A102MPCMARATHON PETE CORP$3.1M0.42%17,276CommonNONE
79466L302CRMSALESFORCE INC$3.0M0.42%14,460CommonNONE
13321L108CCJCAMECO CORP$3.0M0.41%24,968CommonNONE
872590104TMUST-MOBILE US INC$3.0M0.41%15,301CommonNONE
97717X669DGRWWISDOMTREE TR$2.9M0.40%32,034CommonNONE
92189F643MOATVANECK ETF TRUST$2.9M0.40%27,618CommonNONE
871607107SNPSSYNOPSYS INC$2.9M0.39%6,293CommonNONE
00724F101ADBEADOBE INC$2.8M0.39%9,667CommonNONE
78468R788SPYDSPDR SERIES TRUST$2.8M0.39%62,201CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.7M0.37%12,047CommonNONE
651639106NEMNEWMONT CORP$2.7M0.37%23,896CommonNONE
032108649SILJAMPLIFY ETF TR$2.7M0.37%85,316CommonNONE
74340W103PLDPROLOGIS INC.$2.6M0.36%20,365CommonNONE
464287150ITOTISHARES TR$2.6M0.36%17,086CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$2.5M0.34%15,721CommonNONE
26875P101EOGEOG RES INC$2.4M0.33%22,189CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$2.4M0.33%49,850CommonNONE
33733E856IGLDFIRST TR EXCHANGE-TRADED FD$2.3M0.32%90,938CommonNONE
46429B655FLOTISHARES TR$2.3M0.31%44,630CommonNONE
92189F486FLTRVANECK ETF TRUST$2.2M0.30%86,523CommonNONE
78468R200FLRNSPDR SERIES TRUST$2.2M0.30%70,399CommonNONE
92189F791GDXJVANECK ETF TRUST$2.1M0.29%16,984CommonNONE
00162Q452AMLPALPS ETF TR$2.1M0.28%41,946CommonNONE
92189F676SMHVANECK ETF TRUST$2.0M0.28%4,931CommonNONE
464288109ILCVISHARES TR$2.0M0.28%20,702CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$2.0M0.27%17,497CommonNONE
450913108IAGIAMGOLD CORP$2.0M0.27%107,423CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1.9M0.27%62,082CommonNONE
85208P303URNMSPROTT FDS TR$1.9M0.26%26,840CommonNONE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$1.9M0.26%153,808CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.8M0.25%57,242CommonNONE
46434G855RINGISHARES INC$1.6M0.23%20,354CommonNONE
72201R775BONDPIMCO ETF TR$1.6M0.22%17,122CommonNONE
464288760ITAISHARES TR$1.5M0.21%6,671CommonNONE
72201R817CORPPIMCO ETF TR$1.5M0.21%15,717CommonNONE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$1.5M0.21%28,012CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$1.5M0.20%28,320CommonNONE
922908744VTVVANGUARD INDEX FDS$1.5M0.20%7,209CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.4M0.19%2,527CommonNONE
97717W315DEMWISDOMTREE TR$1.4M0.19%28,144CommonNONE
92189F601NLRVANECK ETF TRUST$1.4M0.19%9,440CommonNONE
78464A847SPMDSPDR SERIES TRUST$1.3M0.18%21,958CommonNONE
75281A109RRCRANGE RES CORP$1.3M0.18%37,312CommonNONE
855244109SBUXSTARBUCKS CORP$1.3M0.17%13,797CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.2M0.17%22,667CommonNONE
464287226AGGISHARES TR$1.2M0.17%12,107CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.2M0.16%9,951CommonNONE
92204A405VFHVANGUARD WORLD FD$1.2M0.16%8,715CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M0.15%6,469CommonNONE
97717W307DLNWISDOMTREE TR$1.1M0.15%12,121CommonNONE
989701107ZIONZIONS BANCORPORATION N A$1.1M0.15%18,084CommonNONE
496902404KGCKINROSS GOLD CORP$1.1M0.15%34,558CommonNONE
30231G102XOMEXXON MOBIL CORP$1.1M0.15%7,788CommonNONE
922908512VOEVANGUARD INDEX FDS$1.1M0.15%5,752CommonNONE
464288638IGIBISHARES TR$1.1M0.15%19,855CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$1.1M0.15%5,549CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.0M0.14%6,567CommonNONE
464287762IYHISHARES TR$1.0M0.14%15,579CommonNONE
464287580IYCISHARES TR$1.0M0.14%9,609CommonNONE
629377508NRGNRG ENERGY INC$995,3090.14%6,675CommonNONE
92204A603VISVANGUARD WORLD FD$985,5270.13%3,038CommonNONE
78464A854SPYMSPDR SERIES TRUST$978,8880.13%11,961CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$962,4470.13%1,384CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$946,9960.13%38,939CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$918,3120.13%33,188CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$917,5330.13%36,526CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$874,6740.12%5,221CommonNONE
464287812IYKISHARES TR$870,7580.12%12,109CommonNONE
464287788IYFISHARES TR$857,1760.12%6,667CommonNONE
464287457SHYISHARES TR$849,4120.12%10,271CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$840,6820.12%7,025CommonNONE
92204A108VCRVANGUARD WORLD FD$838,0240.11%2,085CommonNONE
58733R102MELIMERCADOLIBRE INC$835,2690.11%389CommonNONE
37954Y293MLPXGLOBAL X FDS$817,2000.11%12,658CommonNONE
38059T106GFIGOLD FIELDS LTD$803,2960.11%16,082CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$802,4280.11%10,907CommonNONE
G0378L100AUANGLOGOLD ASHANTI PLC$792,6610.11%8,357CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$763,4320.10%8,835CommonNONE
46434G103IEMGISHARES INC$759,9810.10%10,435CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$734,0830.10%14,667CommonNONE
58933Y105MRKMERCK & CO INC$713,5230.10%6,294CommonNONE
921937835BNDVANGUARD BD INDEX FDS$710,2750.10%9,610CommonNONE
78463V107GLDSPDR GOLD TR$703,4830.10%1,647CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$701,7530.10%14,134CommonNONE
032095101APHAMPHENOL CORP NEW$671,6060.09%4,634CommonNONE
922908751VBVANGUARD INDEX FDS$667,1220.09%2,455CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$664,8580.09%1,515CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$662,8810.09%20,793CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$651,4740.09%4,409CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$646,8320.09%25,257CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$646,0060.09%16,215CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$645,3650.09%14,048CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$621,8530.09%13,498CommonNONE
92204A876VPUVANGUARD WORLD FD$616,5220.08%3,329CommonNONE
808524607SCHASCHWAB STRATEGIC TR$603,0000.08%19,829CommonNONE
32076V103AGFIRST MAJESTIC SILVER CORP$597,2710.08%29,278CommonNONE
464287523SOXXISHARES TR$582,9970.08%1,653CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$575,1550.08%5,755CommonNONE
192108504CDECOEUR MNG INC$574,3240.08%28,264CommonNONE
292671708UUUUENERGY FUELS INC$569,0140.08%27,083CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$564,0990.08%10,075CommonNONE
003260106PPLTABRDN PLATINUM ETF TRUST$537,4010.07%2,761CommonNONE
097023105BABOEING CO$530,1210.07%2,275CommonNONE
002824100ABTABBOTT LABS$528,9670.07%4,835CommonNONE
482480100KLACKLA CORP$519,0460.07%368CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$499,2130.07%12,443CommonNONE
464287614IWFISHARES TR$491,7890.07%1,052CommonNONE
031162100AMGNAMGEN INC$479,0390.07%1,390CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$476,6540.07%10,056CommonNONE
85208P808URNJSPROTT FDS TR$470,7740.06%13,953CommonNONE
37954Y673PAVEGLOBAL X FDS$467,0750.06%9,080CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$461,6570.06%2,054CommonNONE
46641Q308JPEMJ P MORGAN EXCHANGE TRADED F$451,1980.06%7,004CommonNONE
285512109EAELECTRONIC ARTS INC$449,3450.06%2,207CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$444,0130.06%10,041CommonNONE
464287473IWSISHARES TR$438,1980.06%2,962CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$438,1380.06%2,901CommonNONE
F92124100TTETOTALENERGIES SE$436,1680.06%6,068CommonNONE
09290D101BLKBLACKROCK INC$435,5480.06%389CommonNONE
316092873FCOMFIDELITY COVINGTON TRUST$427,2680.06%5,681CommonNONE
478160104JNJJOHNSON & JOHNSON$412,3950.06%1,787CommonNONE
147528103CASYCASEYS GEN STORES INC$408,6870.06%653CommonNONE
464287796IYEISHARES TR$405,9860.06%7,663CommonNONE
46434V613IUSBISHARES TR$396,7680.05%8,540CommonNONE
548661107LOWLOWES COS INC$378,0290.05%1,405CommonNONE
922908769VTIVANGUARD INDEX FDS$377,7550.05%1,103CommonNONE
78464A797KBESPDR SERIES TRUST$374,6810.05%5,809CommonNONE
78464A649SPABSPDR SERIES TRUST$369,6070.05%14,376CommonNONE
922908553VNQVANGUARD INDEX FDS$368,7850.05%4,104CommonNONE
464287655IWMISHARES TR$368,1010.05%1,404CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$347,3410.05%6,289CommonNONE
75513E101RTXRTX CORPORATION$346,4780.05%1,723CommonNONE
78464A359CWBSPDR SERIES TRUST$344,0380.05%3,667CommonNONE
863667101SYKSTRYKER CORPORATION$343,8430.05%934CommonNONE
46137V340RSPFINVESCO EXCHANGE TRADED FD T$331,5040.05%4,235CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$330,4600.05%5,820CommonNONE
17275R102CSCOCISCO SYS INC$329,3340.05%4,084CommonNONE
291011104EMREMERSON ELEC CO$328,7700.05%2,212CommonNONE
969457100WMBWILLIAMS COS INC$327,9190.04%4,943CommonNONE
060505104BACBANK AMERICA CORP$324,4500.04%6,005CommonNONE
G54950103LINLINDE PLC$320,7320.04%697CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$316,1110.04%13,567CommonNONE
15643U104LEUCENTRUS ENERGY CORP$307,8260.04%1,152CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$305,2300.04%2,576CommonNONE
78464A631XARSPDR SERIES TRUST$302,4430.04%1,119CommonNONE
697435105PANWPALO ALTO NETWORKS INC$299,0910.04%1,705CommonNONE
219350105GLWCORNING INC$298,6650.04%2,706CommonNONE
718172109PMPHILIP MORRIS INTL INC$297,9810.04%1,656CommonNONE
88339J105TTDTHE TRADE DESK INC$297,8870.04%10,013CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$297,5480.04%2,474CommonNONE
49456B101KMIKINDER MORGAN INC DEL$296,1300.04%10,001CommonNONE
882508104TXNTEXAS INSTRS INC$294,9880.04%1,311CommonNONE
191216100KOCOCA COLA CO$292,3560.04%3,881CommonNONE
91913Y100VLOVALERO ENERGY CORP$288,7120.04%1,602CommonNONE
464288687PFFISHARES TR$283,0140.04%8,996CommonNONE
464287507IJHISHARES TR$279,9780.04%4,043CommonNONE
12572Q105CMECME GROUP INC$278,5580.04%958CommonNONE
464287804IJRISHARES TR$277,8780.04%2,165CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$275,7150.04%6,409CommonNONE
464287515IGVISHARES TR$275,4530.04%3,077CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$271,4790.04%53CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$268,9560.04%1,395CommonNONE
438516106HONHONEYWELL INTL INC$268,0660.04%1,178CommonNONE
833445109SNOWSNOWFLAKE INC$257,0370.04%1,348CommonNONE
05464C101AXONAXON ENTERPRISE INC$255,7540.04%556CommonNONE
72201R783HYSPIMCO ETF TR$255,2440.03%2,699CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$254,6170.03%809CommonNONE
88579Y101MMM3M CO$252,9590.03%1,649CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$244,4720.03%29,850CommonNONE
G87052109TELTE CONNECTIVITY PLC$244,3920.03%1,076CommonNONE
92939U106WECWEC ENERGY GROUP INC$243,1860.03%2,214CommonNONE
46434V407SHYGISHARES TR$242,9580.03%5,666CommonNONE
244199105DEDEERE & CO$238,9800.03%449CommonNONE
46137V886PSLINVESCO EXCHANGE TRADED FD T$237,7410.03%2,160CommonNONE
254687106DISDISNEY WALT CO$237,5050.03%2,274CommonNONE
46090A879VRIGINVESCO ACTIVELY MANAGED EXC$237,2550.03%9,443CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$236,6860.03%965CommonNONE
95040Q104WELLWELLTOWER INC$236,5370.03%1,262CommonNONE
682680103OKEONEOK INC NEW$236,5050.03%3,140CommonNONE
87612G101TRGPTARGA RES CORP$236,4170.03%1,190CommonNONE
464288877EFVISHARES TR$234,4580.03%3,087CommonNONE
713448108PEPPEPSICO INC$233,9240.03%1,507CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$233,4080.03%3,512CommonNONE
464287408IVEISHARES TR$229,9920.03%1,050CommonNONE
33848W106DFPFLAHERTY & CRUMRINE DYNAMIC$229,9650.03%10,716CommonNONE
G5960L103MDTMEDTRONIC PLC$228,5300.03%2,225CommonNONE
922908736VUGVANGUARD INDEX FDS$227,8910.03%472CommonNONE
31428X106FDXFEDEX CORP$224,9860.03%671CommonNONE
92189F684RTHVANECK ETF TRUST$222,2010.03%838CommonNONE
82575P107SBSWSIBANYE STILLWATER LTD$222,0940.03%13,165CommonNONE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$220,2090.03%6,394CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$214,4690.03%6,479CommonNONE
20825C104COPCONOCOPHILLIPS$212,9450.03%2,092CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$212,2410.03%1,066CommonNONE
654106103NKENIKE INC$212,2200.03%3,413CommonNONE
539830109LMTLOCKHEED MARTIN CORP$204,1560.03%321CommonNONE
78464A201SLYGSPDR SERIES TRUST$201,7990.03%2,019CommonNONE
637870106NSANATIONAL STORAGE AFFILIATES$200,7240.03%6,330CommonNONE
038923108ABRARBOR REALTY TRUST INC$189,9020.03%25,422CommonNONE
505743104LADRLADDER CAP CORP$181,3130.02%16,619CommonNONE
258622109DSLDOUBLELINE INCOME SOLUTIONS$167,0720.02%14,617CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$81,4470.01%13,418CommonNONE

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.