Fund HoldingsSYON CAPITAL LLC

Total Portfolio Value
$1.11B
Total Bought
$198.73M
Total Sold
$221.48M
Net Transaction
-$22.75M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF01,090,712+1,090,712026,9412.43%+26,941
VANECK CLO ETF
CLO ETF
336,803792,110+455,30717,86441,8003.76%+23,936
VANECK GOLD MINERS ETF
GOLD MINERS ETF
46,054452,960+406,9061,83415,3601.38%+13,526
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF0261,368+261,368013,4631.21%+13,463
COLUMBIA EM CORE EX-CHINA ETF
EM CORE EX ETF
0408,672+408,672012,0971.09%+12,097
VANECK BITCOIN ETF(HODL)073,092+73,09207,7270.70%+7,727
ISHARES CORE U.S. AGGREGATE BOND ETF252,539330,521+77,98225,57532,0272.88%+6,453
AMAZON COM INC COM(AMZN)057,316+57,316012,5751.13%+12,575
ISHARES CORE S&P SMALL CAP ETF31,75763,898+32,1413,7147,3620.66%+3,648
TESLA INC COM(TSLA)5,51012,331+6,8211,4424,9800.45%+3,538
DOCUSIGN INC COM(DOCU)99,90099,90006,2038,9850.81%+2,782
SPDR S&P BIOTECH ETF
ST STR SP BIOT
030,845+30,84502,7780.25%+2,778
BROADCOM INC COM(AVGO)54,50352,484-2,0199,40212,1681.10%+2,766
ISHARES CORE S&P 500 ETF047,140+47,140027,7512.50%+27,751
VANGUARD CONSUMER DISCRETIONARY ETF
CONSUM DIS ETF
06,907+6,90702,5930.23%+2,593
ISHARES U.S. FINANCIALS ETF022,466+22,46602,4840.22%+2,484
ACCESS TREASURY 0-1 YEAR ETF12,75936,593+23,8341,2803,6560.33%+2,377
APPLE INC COM(AAPL)136,805133,933-2,87231,87533,5393.02%+1,664
JPMORGAN BETABUILDERS JAPAN ETF
BETABULDRS JAPAN
029,857+29,85701,6390.15%+1,639
PGIM ULTRA SHORT BOND ETF
PGIM ULTRA SH BD
17,13649,129+31,9938532,4340.22%+1,581
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
ULTRA SHORT DUR
16,81148,220+31,4098532,4320.22%+1,579
ARISTA NETWORKS INC COM SHS(ANET)011,173+11,17301,2350.11%+1,235
VISA INC COM CL A(V)018,137+18,13705,7320.52%+5,732
ISHARES BIOTECHNOLOGY ETF07,742+7,74201,0240.09%+1,024
VANGUARD INDUSTRIALS ETF
INDUSTRIAL ETF
16,97820,888+3,9104,4155,3140.48%+898
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF90,282104,962+14,6808,4499,3460.84%+897
JPMORGAN CHASE & CO. COM(JPM)29,84729,932+856,2947,1750.65%+881
KINDER MORGAN INC DEL COM(KMI)031,786+31,78608710.08%+871
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
016,076+16,07607770.07%+777
EXACT SCIENCES CORP COM(EXK)013,520+13,52007600.07%+760
TOYOTA MOTOR CORP ADS(TM)03,702+3,70207200.06%+720
NEUROCRINE BIOSCIENCES INC COM(NBIX)04,666+4,66606370.06%+637
APELLIS PHARMACEUTICALS INC COM
COM
019,455+19,45506210.06%+621
JANUS HENDERSON B-BBB CLO ETF
B-BBB CLO ETF
012,436+12,43606110.06%+611
CITIGROUP INC COM NEW(C)08,459+8,45905950.05%+595
NATIONAL PRESTO INDS INC COM(NPK)05,777+5,77705690.05%+569
MORGAN STANLEY COM NEW(MS)09,306+9,30601,1700.11%+1,170
CONOCOPHILLIPS COM(COP)033,403+33,40303,3130.30%+3,313
NETFLIX INC COM(NFLX)04,491+4,49104,0030.36%+4,003
VAXCYTE INC COM(PCVX)06,671+6,67105460.05%+546
AGCO CORP COM05,710+5,71005340.05%+534
WALMART INC COM(WMT)67,50566,169-1,3365,4515,9780.54%+527
BIOMARIN PHARMACEUTICAL INC COM(BMRN)07,908+7,90805200.05%+520
SAREPTA THERAPEUTICS INC COM(SRPT)04,112+4,11205000.05%+500
SPRINGWORKS THERAPEUTICS INC COM013,556+13,55604900.04%+490
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
09,555+9,55504850.04%+485
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
05,593+5,59304790.04%+479
SCHOLAR ROCK HLDG CORP COM(SRRK)010,819+10,81904680.04%+468
CISCO SYS INC COM(CSCO)024,300+24,30001,4390.13%+1,439
MODERNA INC COM(MRNA)011,134+11,13404630.04%+463
GILEAD SCIENCES INC COM(GILD)018,079+18,07901,6700.15%+1,670
HARTFORD AAA CLO ETF
AAA CLO ETF
011,829+11,82904610.04%+461
ALKERMES PLC SHS(ALKS)015,443+15,44304440.04%+444
NVIDIA CORPORATION COM(NVDA)0197,151+197,151026,4752.38%+26,475
B & G FOODS INC NEW COM061,425+61,42504230.04%+423
EQT CORP COM(EQT)08,936+8,93604120.04%+412
PALANTIR TECHNOLOGIES INC CL A(PLTR)05,381+5,38104070.04%+407
NATERA INC COM(NTRA)02,548+2,54804030.04%+403
DYNE THERAPEUTICS INC COM(DYN)016,930+16,93003990.04%+399
ISHARES U.S. AEROSPACE & DEFENSE ETF02,648+2,64803850.03%+385
ISHARES MSCI USA EQUAL WEIGHTED ETF03,951+3,95103770.03%+377
CLOROX CO DEL COM(CLX)02,297+2,29703730.03%+373
PATTERSON COS INC COM011,869+11,86903660.03%+366
AVISTA CORP COM(AVA)09,997+9,99703660.03%+366
INSMED INC COM PAR $.01(INSM)05,276+5,27603640.03%+364
BRIDGEBIO PHARMA INC COM(BBIO)013,200+13,20003620.03%+362
AZENTA INC COM(AZTA)07,183+7,18303590.03%+359
DISNEY WALT CO COM(DIS)08,586+8,58609560.09%+956
CARTERS INC COM(CRI)06,567+6,56703560.03%+356
EDWARDS LIFESCIENCES CORP COM04,807+4,80703560.03%+356
IONIS PHARMACEUTICALS INC COM(IONS)010,119+10,11903540.03%+354
DYNAVAX TECHNOLOGIES CORP COM NEW026,573+26,57303390.03%+339
BIOGEN INC COM(BIIB)03,937+3,93706020.05%+602
BATH & BODY WORKS INC COM08,331+8,33103230.03%+323
READY CAPITAL CORP COM047,216+47,21603220.03%+322
REVOLUTION MEDICINES INC COM(RVMD)07,306+7,30603200.03%+320
SPIRIT AEROSYSTEMS HLDGS INC COM CL A09,355+9,35503190.03%+319
BOEING CO COM(BA)06,156+6,15601,0900.10%+1,090
LTC PPTYS INC COM(LTC)09,096+9,09603140.03%+314
EXELIXIS INC COM(EXEL)09,403+9,40303130.03%+313
MADRIGAL PHARMACEUTICALS INC COM(MDGL)01,014+1,01403130.03%+313
VIKING THERAPEUTICS INC COM(VKTX)07,765+7,76503120.03%+312
HAVERTY FURNITURE COS INC COM013,970+13,97003110.03%+311
ULTRAGENYX PHARMACEUTICAL INC COM(RARE)07,362+7,36203100.03%+310
THE CAMPBELLS COMPANY COM(CPB)07,393+7,39303100.03%+310
VERVE THERAPEUTICS INC COM053,469+53,46903020.03%+302
BRISTOL-MYERS SQUIBB CO COM(BMY)015,982+15,98209040.08%+904
WATERS CORP COM(WAT)0811+81103010.03%+301
ISHARES U.S. INSURANCE ETF02,372+2,37203000.03%+300
ALPHABET INC CAP STK CL C(GOOG)030,440+30,44005,7970.52%+5,797
GOLDMAN SACHS GROUP INC COM(GS)05,171+5,17102,9610.27%+2,961
HUNTINGTON INGALLS INDS INC COM(HII)01,529+1,52902890.03%+289
FORTIVE CORP COM(FTV)03,845+3,84502880.03%+288
FULGENT GENETICS INC COM015,546+15,54602870.03%+287
AMICUS THERAPEUTICS INC COM
COM
030,255+30,25502850.03%+285
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
05,800+5,80002840.03%+284
PEMBINA PIPELINE CORP COM(PBA)07,696+7,69602840.03%+284
BEST BUY INC COM(BBY)03,246+3,24602790.03%+279
MIRUM PHARMACEUTICALS INC COM(MIRM)06,682+6,68202760.02%+276
WELLS FARGO CO NEW COM(WFC)019,053+19,05301,3380.12%+1,338
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