13Fprocessed

Form 13F — Institutional Holdings

EDGAR Filing Documents for 0001844835-25-000007

Summary

13F filing with 132 holdings

Filing Date

January 1, 2025

Accepted

Accession No.

0001844835-25-000007

CIK

0001844835

Holdings Reported

FilerCompanySharesValueQuarterPut/Call
EDGAR Filing Documents for 0001844835-25-000007AMAZON COM INC22,163$4,866,3922025-Q1
EDGAR Filing Documents for 0001844835-25-000007INVESCO QQQ TR1,977$1,186,9272025-Q1
EDGAR Filing Documents for 0001844835-25-000007SELECT SECTOR SPDR TR5,726$1,613,8002025-Q1
EDGAR Filing Documents for 0001844835-25-000007Starbucks Corp3,523$298,0462025-Q1
EDGAR Filing Documents for 0001844835-25-000007OLD REP INTL CORP40,814$1,733,3622025-Q1
EDGAR Filing Documents for 0001844835-25-000007Johnson & Johnson14,925$2,767,3812025-Q1
EDGAR Filing Documents for 0001844835-25-000007WASTE MGMT INC DEL11,627$2,567,5632025-Q1
EDGAR Filing Documents for 0001844835-25-000007VANGUARD INDEX FDS748$245,5932025-Q1
EDGAR Filing Documents for 0001844835-25-000007Costco Wholesale Corp685$634,0572025-Q1
EDGAR Filing Documents for 0001844835-25-000007Goldman Sachs Group Inc3,688$2,937,0692025-Q1
EDGAR Filing Documents for 0001844835-25-000007PROCTER AND GAMBLE CO2,397$368,3382025-Q1
EDGAR Filing Documents for 0001844835-25-000007Coca Cola Company29,390$1,949,1672025-Q1
EDGAR Filing Documents for 0001844835-25-000007AMEREN CORP5,520$576,2262025-Q1
EDGAR Filing Documents for 0001844835-25-000007NETFLIX INC564$675,6012025-Q1
EDGAR Filing Documents for 0001844835-25-000007SPDR S&P 500 ETF TR51,494$34,304,0022025-Q1
EDGAR Filing Documents for 0001844835-25-000007MASTERCARD INCORPORATED1,950$1,109,2722025-Q1
EDGAR Filing Documents for 0001844835-25-000007Emerson Electric Co15,154$1,987,9122025-Q1
EDGAR Filing Documents for 0001844835-25-000007ISHARES TR100,388$4,803,0572025-Q1
EDGAR Filing Documents for 0001844835-25-000007STRATEGY INC12,842$4,137,9782025-Q1
EDGAR Filing Documents for 0001844835-25-000007STRATEGY INC10,000$3,222,1002025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007STRATEGY INC12,300$3,963,1832025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007STRATEGY INC2,000$644,4202025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007STRATEGY INC2,000$644,4202025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007STRATEGY INC2,000$644,4202025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007STRATEGY INC9,000$2,899,8902025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007STRATEGY INC22,500$7,249,7252025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007STRATEGY INC9,500$3,060,9952025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007HOME DEPOT INC5,135$2,080,7812025-Q1
EDGAR Filing Documents for 0001844835-25-000007SELECT SECTOR SPDR TR1,670$232,4142025-Q1
EDGAR Filing Documents for 0001844835-25-000007SOUTHERN CO/THE5,250$497,5432025-Q1
EDGAR Filing Documents for 0001844835-25-000007VICI PPTYS INC58,691$1,913,9132025-Q1
EDGAR Filing Documents for 0001844835-25-000007iShares Core S&P Small-Cap ETF4,459$529,8342025-Q1
EDGAR Filing Documents for 0001844835-25-000007BERKSHIRE HATHAWAY INC DEL14,463$7,271,1942025-Q1
EDGAR Filing Documents for 0001844835-25-000007SOUTHERN COPPER CORP6,368$772,8202025-Q1
EDGAR Filing Documents for 0001844835-25-000007ALPHABET INC6,781$1,648,4812025-Q1
EDGAR Filing Documents for 0001844835-25-000007INTUIT1,115$761,7362025-Q1
EDGAR Filing Documents for 0001844835-25-000007SPOTIFY TECHNOLOGY S A582$406,1262025-Q1
EDGAR Filing Documents for 0001844835-25-000007MICROSOFT CORP8,858$4,588,0932025-Q1
EDGAR Filing Documents for 0001844835-25-000007SELECT SECTOR SPDR TR7,017$830,5832025-Q1
EDGAR Filing Documents for 0001844835-25-000007PGIM ETF TR ULTRA SHORT266,492$13,279,3102025-Q1
EDGAR Filing Documents for 0001844835-25-000007NextEra Energy Inc13,322$1,005,6722025-Q1
EDGAR Filing Documents for 0001844835-25-000007Vanguard Small-Cap913$232,1582025-Q1
EDGAR Filing Documents for 0001844835-25-000007VANGUARD INDEX FDS1,042$306,0772025-Q1
EDGAR Filing Documents for 0001844835-25-000007Nike Inc Class B23,245$1,620,8772025-Q1
EDGAR Filing Documents for 0001844835-25-000007Vanguard Info Tech ETF751$560,7192025-Q1
EDGAR Filing Documents for 0001844835-25-000007Uber Technologies Inc12,286$1,203,6962025-Q1
EDGAR Filing Documents for 0001844835-25-000007CROWDSTRIKE HLDGS INC1,484$727,8602025-Q1
EDGAR Filing Documents for 0001844835-25-000007INVESCO EXCHANGE TRADED FD T5,419$1,027,9842025-Q1
EDGAR Filing Documents for 0001844835-25-000007ELI LILLY & CO1,855$1,415,2192025-Q1
EDGAR Filing Documents for 0001844835-25-000007AMERICAN CENTY ETF TR217,835$21,681,0892025-Q1
EDGAR Filing Documents for 0001844835-25-000007AMERICAN CENTY ETF TR618,657$48,812,0332025-Q1
EDGAR Filing Documents for 0001844835-25-000007Avantis Emerging Markets Equity ETF291,214$21,873,0592025-Q1
EDGAR Filing Documents for 0001844835-25-000007AMERICAN CENTY ETF TR16,959$1,843,4102025-Q1
EDGAR Filing Documents for 0001844835-25-000007DIGITAL REALTY TRUST REIT7,094$1,226,3522025-Q1
EDGAR Filing Documents for 0001844835-25-000007INVESCO EXCH TRADED FD TR II7,424$1,834,4992025-Q1
EDGAR Filing Documents for 0001844835-25-000007SOFI TECHNOLOGIES INC8,983$237,3372025-Q1
EDGAR Filing Documents for 0001844835-25-000007VISA INC6,698$2,286,5282025-Q1
EDGAR Filing Documents for 0001844835-25-000007DIMENSIONAL ETF TRUST9,033$525,8112025-Q1
EDGAR Filing Documents for 0001844835-25-000007ZEBRA TECHNOLOGIES CORPORATI900$267,4442025-Q1
EDGAR Filing Documents for 0001844835-25-000007ISHARES TR25,888$3,770,5982025-Q1
EDGAR Filing Documents for 0001844835-25-000007META PLATFORMS INC5,876$4,315,0352025-Q1
EDGAR Filing Documents for 0001844835-25-000007AVANTIS RESPONSIBLE U.S. EQUITY ETF3,890$286,1532025-Q1
EDGAR Filing Documents for 0001844835-25-000007J P MORGAN EXCHANGE TRADED F893,705$83,784,8732025-Q1
EDGAR Filing Documents for 0001844835-25-000007BROADCOM INC8,167$2,694,4082025-Q1
EDGAR Filing Documents for 0001844835-25-000007MOODYS CORP964$459,3272025-Q1
EDGAR Filing Documents for 0001844835-25-000007iShares Core MSCI EAFE ETF3,180$277,6462025-Q1
EDGAR Filing Documents for 0001844835-25-000007EQUIFAX INC1,751$449,1842025-Q1
EDGAR Filing Documents for 0001844835-25-000007NVIDIA CORPORATION5,619$1,048,3932025-Q1
EDGAR Filing Documents for 0001844835-25-000007ABBVIE INC8,872$2,054,2312025-Q1
EDGAR Filing Documents for 0001844835-25-000007ZOETIS INC14,705$2,151,6252025-Q1
EDGAR Filing Documents for 0001844835-25-000007PIMCO ETF TR1,063,897$28,554,9822025-Q1
EDGAR Filing Documents for 0001844835-25-000007SYNOVUS FINL CORP28,823$1,414,6272025-Q1
EDGAR Filing Documents for 0001844835-25-000007VICTORY PORTFOLIOS II936,738$35,127,6872025-Q1
EDGAR Filing Documents for 0001844835-25-000007QUALCOMM INC8,847$1,471,7212025-Q1
EDGAR Filing Documents for 0001844835-25-000007INTUITIVE SURGICAL INC500$223,6152025-Q1
EDGAR Filing Documents for 0001844835-25-000007INTUITIVE SURGICAL INC100$44,7232025-Q1Put
EDGAR Filing Documents for 0001844835-25-000007McDonald's Corporation1,152$350,0812025-Q1
EDGAR Filing Documents for 0001844835-25-000007ONEMEDNET CORP CL A4,504,955$4,910,4012025-Q1
EDGAR Filing Documents for 0001844835-25-000007CISCO SYSTEMS INC4,489$307,1372025-Q1
EDGAR Filing Documents for 0001844835-25-000007TAPESTRY INC13,500$1,528,4452025-Q1
EDGAR Filing Documents for 0001844835-25-000007Advanced Micro Devices1,361$220,2092025-Q1
EDGAR Filing Documents for 0001844835-25-000007iShares Bitcoin ETF7,252$471,3812025-Q1
EDGAR Filing Documents for 0001844835-25-000007iShares Bitcoin ETF42,000$2,730,0002025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007iShares Bitcoin ETF43,800$2,847,0002025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007iShares Bitcoin ETF197,100$12,811,5002025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007iShares Bitcoin ETF135,700$8,820,5002025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007iShares Bitcoin ETF103,600$6,734,0002025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007iShares Bitcoin ETF5,000$325,0002025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007iShares Bitcoin ETF82,800$5,382,0002025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007iShares Bitcoin ETF40,000$2,600,0002025-Q1Call
EDGAR Filing Documents for 0001844835-25-000007VICTORYSHARES CORE PLUS INTERMEDIATE BOND ETF869,655$19,175,8892025-Q1
EDGAR Filing Documents for 0001844835-25-000007iShares U.S. Technology ETF3,400$665,9242025-Q1
EDGAR Filing Documents for 0001844835-25-000007NETAPP INC11,770$1,394,3212025-Q1
EDGAR Filing Documents for 0001844835-25-000007KINDLY MD INC COM4,464,286$4,776,7862025-Q1
EDGAR Filing Documents for 0001844835-25-000007VEEVA SYS INC2,415$719,4522025-Q1
EDGAR Filing Documents for 0001844835-25-000007T-REX 2X LONG MSTR DAILY TARGET ETF202,200$940,2302025-Q1
EDGAR Filing Documents for 0001844835-25-000007ISHARES TR1,334$275,4842025-Q1
EDGAR Filing Documents for 0001844835-25-000007ISHARES TR1,815$1,214,6362025-Q1
EDGAR Filing Documents for 0001844835-25-000007THE CIGNA GROUP1,914$551,7112025-Q1
EDGAR Filing Documents for 0001844835-25-000007Wells Fargo & Co11,552$968,3052025-Q1
EDGAR Filing Documents for 0001844835-25-000007Union Pacific Corp10,303$2,435,2122025-Q1
EDGAR Filing Documents for 0001844835-25-000007SALESFORCE INC13,547$3,210,6112025-Q1
EDGAR Filing Documents for 0001844835-25-000007JPMORGAN CHASE & CO.11,490$3,624,3332025-Q1
EDGAR Filing Documents for 0001844835-25-000007CHEVRON CORP NEW13,191$2,048,3662025-Q1
EDGAR Filing Documents for 0001844835-25-000007BANK AMERICA CORP6,776$349,5742025-Q1
EDGAR Filing Documents for 0001844835-25-000007WALMART INC6,711$691,6362025-Q1
EDGAR Filing Documents for 0001844835-25-000007ORACLE CORP6,178$1,737,4072025-Q1
EDGAR Filing Documents for 0001844835-25-000007CATERPILLAR INC560$267,2042025-Q1
EDGAR Filing Documents for 0001844835-25-000007ALPHABET INC11,158$2,717,5812025-Q1
EDGAR Filing Documents for 0001844835-25-000007AMERICAN EXPRESS CO700$232,5122025-Q1
EDGAR Filing Documents for 0001844835-25-000007APPLIED MATLS INC1,000$204,7402025-Q1
EDGAR Filing Documents for 0001844835-25-000007PAYCOM SOFTWARE INC2,555$531,8072025-Q1
EDGAR Filing Documents for 0001844835-25-000007ANGEL STUDIOS INC1,769,328$10,279,7962025-Q1
EDGAR Filing Documents for 0001844835-25-000007MERCADOLIBRE INC274$639,5202025-Q1
EDGAR Filing Documents for 0001844835-25-000007ISHARES TR520,330$35,424,0792025-Q1
EDGAR Filing Documents for 0001844835-25-000007Eaton Corp PLC3,477$1,301,1732025-Q1
EDGAR Filing Documents for 0001844835-25-000007FIDELITY MERRIMACK STR TR816,243$37,743,0782025-Q1
EDGAR Filing Documents for 0001844835-25-000007Exxon Mobil Corporation22,450$2,531,2532025-Q1
EDGAR Filing Documents for 0001844835-25-000007LOWES COS INC951$238,8822025-Q1
EDGAR Filing Documents for 0001844835-25-000007SHOPIFY INC6,437$956,6752025-Q1
EDGAR Filing Documents for 0001844835-25-000007CALERES INC14,884$194,0872025-Q1
EDGAR Filing Documents for 0001844835-25-000007Grayscale Bitcoin Trust4,600$412,9422025-Q1
EDGAR Filing Documents for 0001844835-25-000007LANTHEUS HLDGS INC6,595$338,2582025-Q1
EDGAR Filing Documents for 0001844835-25-000007PayPal Holdings Inc13,390$897,9582025-Q1
EDGAR Filing Documents for 0001844835-25-000007Charles Schwab Corp36,224$3,458,2652025-Q1
EDGAR Filing Documents for 0001844835-25-000007iShares Core S&P Mid-Cap ETF19,416$1,267,1102025-Q1
EDGAR Filing Documents for 0001844835-25-000007APPLE INC27,588$7,024,7992025-Q1
EDGAR Filing Documents for 0001844835-25-000007WEC ENERGY GROUP INC1,800$206,2622025-Q1
EDGAR Filing Documents for 0001844835-25-000007Abbott Laboratories1,727$231,3142025-Q1
EDGAR Filing Documents for 0001844835-25-000007DISNEY WALT CO2,430$278,2412025-Q1
EDGAR Filing Documents for 0001844835-25-000007DOMINOS PIZZA INC4,185$1,806,7422025-Q1