Fund HoldingsLebenthal Global Advisors, LLC

Total Portfolio Value
$533.56M
Total Bought
$91.16M
Total Sold
$99.78M
Net Transaction
-$8.63M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR0343,131+343,131019,7543.70%+19,754
FIDELITY COMWLTH TR188,653455,496+266,84314,34931,0035.81%+16,654
SPDR S&P 500 ETF TR(SPY)39,18370,481+31,29822,96539,4267.39%+16,461
ISHARES TR13,16932,260+19,0915,28811,6492.18%+6,360
VANGUARD INDEX FDS20,80443,306+22,5026,02911,9022.23%+5,873
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
104,527144,072+39,54510,79813,3682.51%+2,571
VANGUARD INDEX FDS0124,296+124,296021,4714.02%+21,471
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0719,523+719,523037,2576.98%+37,257
SPDR SER TR
ST TERM HIGH ETF
135,322175,104+39,7823,4174,4060.83%+989
BLACKROCK ETF TRUST II016,557+16,55708200.15%+820
ARISTA NETWORKS INC(ANET)09,813+9,81307600.14%+760
COSTCO WHSL CORP NEW(COST)1,3352,041+7061,2231,9300.36%+707
UNITEDHEALTH GROUP INC(UNH)01,336+1,33607000.13%+700
SPDR SER TR
ST STR P500ETF
37,02148,233+11,2122,5523,1720.59%+620
ZOETIS INC(ZTS)03,740+3,74006160.12%+616
ELEVANCE HEALTH INC(ELV)01,307+1,30705680.11%+568
ORACLE CORP(ORCL)015,524+15,52402,1700.41%+2,170
SAP SE(SAP)01,971+1,97105290.10%+529
EXELIXIS INC(EXEL)013,476+13,47604980.09%+498
REPUBLIC SVCS INC(RSG)01,898+1,89804600.09%+460
PAN AMERN SILVER CORP(PAAS)017,433+17,43304500.08%+450
KEURIG DR PEPPER INC(KDP)012,863+12,86304400.08%+440
FORTINET INC(FTNT)2,2756,769+4,4942156520.12%+437
BROOKFIELD RENEWABLE CORP(BEPC)015,349+15,34904290.08%+429
INNODATA INC(INOD)011,720+11,72004210.08%+421
SPDR SER TR
ST STR R1K YLD
111,316114,558+3,24212,11812,5142.35%+396
QUEST DIAGNOSTICS INC(DGX)02,227+2,22703770.07%+377
ALPHABET INC(GOOG)05,143+5,14308040.15%+804
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0631,853+631,853036,1046.77%+36,104
VISTRA CORP(VST)2,4585,792+3,3343396800.13%+341
T-MOBILE US INC(TMUS)4,9835,313+3301,1001,4170.27%+317
PHILIP MORRIS INTL INC(PM)012,412+12,41201,9700.37%+1,970
ROCKET LAB USA INC017,123+17,12303060.06%+306
DEVON ENERGY CORP NEW(DVN)22,88328,084+5,2017491,0500.20%+301
AMERICAN ELEC PWR CO INC02,667+2,66702910.05%+291
AMGEN INC(AMGN)4,9985,075+771,3031,5810.30%+278
VANGUARD WELLINGTON FD25,80529,178+3,3733,0553,3260.62%+272
KROGER CO(KR)25,43426,519+1,0851,5551,7950.34%+240
FIRST SOLAR INC(FSLR)01,894+1,89402390.04%+239
SOUTHERN CO(SO)014,592+14,59201,3420.25%+1,342
AMAZON COM INC(AMZN)11,43314,382+2,9492,5082,7360.51%+228
IQVIA HLDGS INC(IQV)03,269+3,26905760.11%+576
GOLDMAN SACHS GROUP INC(GS)01,152+1,15206290.12%+629
ISHARES TR52,63255,382+2,7503,9084,1090.77%+200
QUALCOMM INC(QCOM)05,945+5,94509130.17%+913
GALLAGHER ARTHUR J & CO(AJG)4,0993,892-2071,1641,3440.25%+180
SHELL PLC(SHEL)011,063+11,06308110.15%+811
BP PLC(BP)027,194+27,19409190.17%+919
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0402,888+402,888032,9406.17%+32,940
AGNICO EAGLE MINES LTD(AEM)4,2874,514+2273354890.09%+154
NETFLIX INC(NFLX)1,6041,683+791,4301,5690.29%+140
MORGAN STANLEY(MS)04,731+4,73105520.10%+552
MICRON TECHNOLOGY INC(MU)08,746+8,74607600.14%+760
BEST BUY INC(BBY)6,4959,309+2,8145576850.13%+128
INTERNATIONAL BUSINESS MACHS(IBM)5,0924,952-1401,1191,2310.23%+112
PHILLIPS 66(PSX)7,9738,094+1219089990.19%+91
WASTE MGMT INC DEL(WM)5,2784,983-2951,0651,1540.22%+89
FREEPORT-MCMORAN INC(FCX)14,21516,597+2,3825416280.12%+87
TARGA RES CORP(TRGP)5,4005,237-1639641,0500.20%+86
PARAMOUNT GLOBAL056,226+56,22606720.13%+672
GE HEALTHCARE TECHNOLOGIES I(GEHC)12,68113,223+5429911,0670.20%+76
MASTERCARD INCORPORATED(MA)1,6861,758+728889640.18%+76
MICROSOFT CORP(MSFT)(Call)0200+200075+75
HP INC(HPQ)022,616+22,61606260.12%+626
BRISTOL-MYERS SQUIBB CO(BMY)013,796+13,79608410.16%+841
BARRICK GOLD CORP034,741+34,74106750.13%+675
AT&T INC(T)011,548+11,54803270.06%+327
JOHNSON & JOHNSON(JNJ)02,994+2,99404970.09%+497
DOXIMITY INC(DOCS)6,1806,697+5173303890.07%+59
GENUINE PARTS CO(GPC)3,4383,860+4224014600.09%+58
BOSTON SCIENTIFIC CORP(BSX)20,43518,647-1,7881,8251,8810.35%+56
ABBVIE INC(ABBV)01,730+1,73003620.07%+362
VANGUARD STAR FDS011,396+11,39607080.13%+708
UNION PAC CORP(UNP)02,538+2,53806000.11%+600
AMERICAN AIRLS GROUP INC(AAL)070,845+70,84507470.14%+747
PFIZER INC(PFE)26,90130,131+3,2307147640.14%+50
VISA INC(V)5,5265,121-4051,7461,7950.34%+48
SCHLUMBERGER LTD(SLB)010,217+10,21704270.08%+427
VERIZON COMMUNICATIONS INC(VZ)09,890+9,89004490.08%+449
WELLS FARGO CO NEW(WFC)15,10915,290+1811,0611,0980.21%+36
GAMING & LEISURE PPTYS INC(GLPI)010,185+10,18505180.10%+518
DUPONT DE NEMOURS INC(DD)09,118+9,11806810.13%+681
PROCTER AND GAMBLE CO(PG)5,2215,318+978759060.17%+31
KINDER MORGAN INC DEL(KMI)021,869+21,86906240.12%+624
AVALONBAY CMNTYS INC02,349+2,34905040.09%+504
RESTAURANT BRANDS INTL INC(QSR)07,151+7,15104770.09%+477
BAUSCH HEALTH COS INC058,661+58,66103800.07%+380
JPMORGAN CHASE & CO.(JPM)12,07611,850-2262,8952,9070.54%+12
DIAMONDBACK ENERGY INC(FANG)3,3253,450+1255455520.10%+7
CORSAIR GAMING INC(CRSR)029,924+29,92402650.05%+265
UWM HOLDINGS CORPORATION(UWMC)97,759105,482+7,7235745760.11%+2
SELECT SECTOR SPDR TR
ST STR SVC ETF
03,245+3,24503130.06%+313
CISCO SYS INC(CSCO)11,21210,725-4876646620.12%-2
FORD MTR CO(F)079,854+79,85408010.15%+801
ISHARES TR
MSCI USA QLT FCT
04,611+4,61107880.15%+788
NORFOLK SOUTHN CORP(NSC)2,3172,261-565445360.10%-8
SCHWAB CHARLES CORP(SCHW)21,33620,049-1,2871,5791,5690.29%-10
FIDELITY COVINGTON TRUST02,575+2,57504150.08%+415
COMCAST CORP NEW(CCZ)013,282+13,28204900.09%+490
VANGUARD INDEX FDS0609+60903130.06%+313
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