Fund HoldingsZEGA Investments, LLC

Total Portfolio Value
$515.49M
Total Bought
$210.20M
Total Sold
$108.20M
Net Transaction
+$102.00M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SSGA ACTIVE TR
ST STR BLACK ETF
01,685,210+1,685,210047,9279.30%+47,927
APPLE INC(AAPL)268,626347,055+78,42968,40094,35018.30%+25,950
SPDR SERIES TRUST
ST TERM HIGH ETF
0429,398+429,398010,8722.11%+10,872
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0257,316+257,316010,6192.06%+10,619
SPDR S&P 500 ETF TR(SPY)072,663+72,663049,5519.61%+49,551
COSTCO WHSL CORP NEW(COST)(Call)010,900+10,90009,400+9,400
APPLE INC(AAPL)(Call)142,400167,000+24,60036,25945,401+9,141
NVIDIA CORPORATION(NVDA)(Call)43,10087,400+44,3008,04216,300+8,259
GRANITESHARES ETF TR(Call)
2X LONG NVDA ETF
062,700+62,70005,518+5,518
META PLATFORMS INC(META)013,209+13,20908,7191.69%+8,719
GRANITESHARES ETF TR
2X LONG NVDA ETF
6,94963,467+56,5186515,5861.08%+4,935
TESLA INC(TSLA)23,47531,895+8,42010,44014,3442.78%+3,904
TIDAL TRUST I778,903941,836+162,93317,70321,3134.13%+3,610
ELI LILLY & CO(LLY)07,656+7,65608,2271.60%+8,227
AMAZON COM INC(AMZN)086,138+86,138019,8823.86%+19,882
INVESCO QQQ TR(Put)13,50017,200+3,7008,10510,566+2,461
ALPHABET INC(GOOG)12,03916,788+4,7492,9275,2551.02%+2,328
COSTCO WHSL CORP NEW(COST)12,60316,150+3,54711,66613,9272.70%+2,261
SPDR SERIES TRUST
ST STR BLO 1 ETF
024,021+24,02102,1950.43%+2,195
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
045,950+45,95002,0050.39%+2,005
SPDR SERIES TRUST
ST INTER ETF
067,823+67,82301,9560.38%+1,956
TIDAL TRUST II
YIELDMAX TRGT12
5,84341,477+35,6343062,1790.42%+1,872
BROADCOM INC(AVGO)5,4269,874+4,4481,7903,4170.66%+1,627
SPDR SERIES TRUST
ST STR P500ETF
019,614+19,61401,5730.31%+1,573
NVIDIA CORPORATION(NVDA)132,452139,669+7,21724,71326,0485.05%+1,335
ABBVIE INC(ABBV)(Call)19,10025,000+5,9004,4225,712+1,290
MICROSOFT CORP(MSFT)(Call)11,00014,300+3,3005,6976,916+1,218
ALPHABET INC(GOOG)015,686+15,68604,9220.95%+4,922
3M CO(MMM)07,291+7,29101,1670.23%+1,167
TJX COS INC NEW(TJX)06,764+6,76401,0390.20%+1,039
SPDR GOLD TR(GLD)02,611+2,61101,0350.20%+1,035
TIDAL TRUST II(Put)
YIELD UNIVE ETFS
099,400+99,4000992+992
ENERGY TRANSFER L P(ET)056,165+56,16509260.18%+926
PNC FINL SVCS GROUP INC(PNC)04,364+4,36409110.18%+911
SOFI TECHNOLOGIES INC(SOFI)032,226+32,22608440.16%+844
BOEING CO(BA)03,847+3,84708350.16%+835
BONDBLOXX ETF TRUST
BLOOMBERG ONE YR
016,751+16,75108300.16%+830
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
016,497+16,49708290.16%+829
DEERE & CO(DE)01,611+1,61107500.15%+750
COINBASE GLOBAL INC(COIN)02,865+2,86506480.13%+648
EXXON MOBIL CORP73,63973,862+2238,3038,8891.72%+586
BONDBLOXX ETF TRUST
BLOOMBERG TWO YR
011,428+11,42805650.11%+565
EQUIFAX INC(EFX)02,500+2,50005420.11%+542
JPMORGAN CHASE & CO.(JPM)15,03516,305+1,2704,7435,2541.02%+511
TIDAL TRUST II
DEFIANCE GOLD EN
031,052+31,05205100.10%+510
TIDAL TRUST II
YIELDMAX TARGET
14,56721,894+7,3278221,3020.25%+480
ABBOTT LABS08,012+8,01201,0040.19%+1,004
CHEVRON CORP NEW(CVX)05,417+5,41708260.16%+826
CLOUDFLARE INC(NET)01,794+1,79403540.07%+354
UNITED PARCEL SERVICE INC(UPS)03,542+3,54203510.07%+351
EXPEDIA GROUP INC(EXPE)4,5334,605+729691,3050.25%+336
MICROSOFT CORP(MSFT)34,07637,179+3,10317,65017,9803.49%+331
INTEL CORP(INTC)08,727+8,72703220.06%+322
SPDR SERIES TRUST
ST STR P500GRW
02,739+2,73902920.06%+292
EXXON MOBIL CORP(Call)62,90061,300-1,6007,0927,377+285
MARRIOTT INTL INC NEW(MAR)5,6925,696+41,4821,7670.34%+285
TIDAL TRUST II
YIEL S& CALL ETF
9,41915,784+6,3654317010.14%+269
SPDR SERIES TRUST
ST STR S& LN ETF
09,896+9,89602500.05%+250
WISDOMTREE TR(WT)02,670+2,67002390.05%+239
VISA INC(V)010,817+10,81703,7940.74%+3,794
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,3735,190+8171,0811,3130.25%+232
TIDAL TRUST II
YIELD TSLA ETF
06,044+6,04402270.04%+227
KINROSS GOLD CORP(KGC)08,000+8,00002250.04%+225
SPDR SERIES TRUST
ST STR P500VAL
03,871+3,87102200.04%+220
GLOBAL X FDS
US INFR DEV ETF
04,432+4,43202120.04%+212
INTERNATIONAL BUSINESS MACHS(IBM)0708+70802100.04%+210
TIDAL TRUST II
YI MS SH IN ETF
05,284+5,28402100.04%+210
ABBVIE INC(ABBV)25,52026,775+1,2555,9096,1181.19%+209
WISDOMTREE TR(WT)03,519+3,51902060.04%+206
MONSTER BEVERAGE CORP NEW(MNST)14,73815,599+8619921,1960.23%+204
TIDAL TRUST II
YIELD PLTR ETF
03,914+3,91402020.04%+202
ISHARES TR0586+58602010.04%+201
TIDAL TRUST II
YIELD MSFT ETF
012,972+12,97202000.04%+200
ADVANCED MICRO DEVICES INC(AMD)7,4846,569-9151,2111,4070.27%+196
TIDAL TRUST II
YIELDMAX META
014,952+14,95201890.04%+189
S&P GLOBAL INC(SPGI)1,7151,957+2428351,0230.20%+188
ISHARES TR5,6926,819+1,1278291,0140.20%+185
WALMART INC(WMT)22,22622,204-222,2912,4740.48%+183
TIDAL TRUST II
YIELDMAX DIS OPT
015,002+15,00201820.04%+182
PARKER-HANNIFIN CORP(PH)1,9001,841-591,4401,6180.31%+178
GOLDMAN SACHS GROUP INC(GS)01,386+1,38601,2180.24%+1,218
MCKESSON CORP(MCK)2,9742,972-22,2982,4380.47%+140
JOHNSON & JOHNSON(JNJ)6,3206,334+141,1721,3110.25%+139
AMERICAN EXPRESS CO(AXP)3,2523,290+381,0801,2170.24%+137
TIDAL TRUST II
YIELDMAX GOOGL
12,88721,768+8,8811823180.06%+135
WALMART INC(WMT)(Call)16,10016,10001,6591,794+134
TIDAL TRUST II
YIELDMAX JP OPT
15,30724,488+9,1812653920.08%+126
BANK NEW YORK MELLON CORP9,64010,129+4891,0501,1760.23%+126
INVESCO QQQ TR1,1931,369+1767168410.16%+125
VANGUARD INDEX FDS1,9622,179+2179411,0630.21%+122
PACCAR INC(PCAR)010,500+10,50001,1500.22%+1,150
LAM RESEARCH CORP(LRCX)8,7657,509-1,2561,1741,2850.25%+112
CROWDSTRIKE HLDGS INC(CRWD)2,7673,129+3621,3571,4670.28%+110
BERKSHIRE HATHAWAY INC DEL3,6623,873+2111,8411,9470.38%+106
US BANCORP DEL(USB)32,60431,467-1,1371,5761,6790.33%+103
GE VERNOVA INC(GEV)01,778+1,77801,1620.23%+1,162
TIDAL TRUST II
YIELDMAX NVDA
15,50624,837+9,3312613630.07%+102
CATERPILLAR INC(CAT)4,1843,659-5251,9962,0960.41%+100
SALESFORCE INC(CRM)2,3282,423+955526420.12%+90
WELLS FARGO CO NEW(WFC)07,769+7,76907240.14%+724
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