L2 Asset Management, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$489.6M

Holdings

274

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (274 positions)

StockValue
SGOVISHARES TR
$20.4M
AAPLAPPLE INC
$14.7M
SCHISCHWAB STRATEGIC TR
$14.3M
MSFTMICROSOFT CORP
$13.1M
METAMETA PLATFORMS INC
$12.2M
NVDANVIDIA CORPORATION
$10.9M
MTBASIMPLIFY EXCHANGE TRADED FUN
$9.6M
JAAAJANUS DETROIT STR TR
$9.5M
IBMINTERNATIONAL BUSINESS MACHS
$9.0M
VTEBVANGUARD MUN BD FDS
$9.0M
JPMJPMORGAN CHASE & CO.
$7.6M
CPAYCORPAY INC
$7.2M
EXPEEXPEDIA GROUP INC
$6.7M
DKSDICKS SPORTING GOODS INC
$6.5M
LOGILOGITECH INTL S A
$6.3M
SYFSYNCHRONY FINANCIAL
$6.2M
QCOMQUALCOMM INC
$6.2M
RLRALPH LAUREN CORP
$6.1M
NTAPNETAPP INC
$6.0M
EBAEBAY INC.
$5.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.9M
CAHCARDINAL HEALTH INC
$5.7M
A4SAMERIPRISE FINL INC
$5.7M
WSMWILLIAMS SONOMA INC
$5.7M
APPAPPLOVIN CORP
$5.6M
OMCOMNICOM GROUP INC
$5.5M
DFSEURDISCOVER FINL SVCS
$5.5M
WFCWELLS FARGO CO NEW
$5.2M
GOOGLALPHABET INC
$5.1M
MPCMARATHON PETE CORP
$5.1M
AXPAMERICAN EXPRESS CO
$4.8M
SCHQSCHWAB STRATEGIC TR
$4.8M
VWOBVANGUARD WHITEHALL FDS
$4.7M
SCYBSCHWAB STRATEGIC TR
$4.7M
ABGCENCORA INC
$4.6M
DELLDELL TECHNOLOGIES INC
$4.6M
JBLJABIL INC
$4.5M
ACSVAMERICAN CENTY ETF TR
$4.5M
PFXFVANECK ETF TRUST
$4.4M
UTHUNITED THERAPEUTICS CORP DEL
$4.3M
FLEXFLEX LTD
$4.1M
COKECOCA COLA CONS INC
$4.1M
CSCOCISCO SYS INC
$3.9M
CRBGCOREBRIDGE FINL INC
$3.8M
HOLXHOLOGIC INC
$3.8M
ABBVABBVIE INC
$3.8M
FOXAFOX CORP
$3.8M
BURLBURLINGTON STORES INC
$3.8M
CHKPCHECK POINT SOFTWARE TECH LT
$3.7M
OCOWENS CORNING NEW
$3.7M
AVGOBROADCOM INC
$3.3M
GOOGALPHABET INC
$3.2M
GILDGILEAD SCIENCES INC
$3.1M
TSLATESLA INC
$3.1M
SCHXSCHWAB STRATEGIC TR
$3.0M
PYPLPAYPAL HLDGS INC
$3.0M
BBYBEST BUY INC
$2.9M
CFCF INDS HLDGS INC
$2.9M
SPYSPDR S&P 500 ETF TR
$2.9M
AKAMAKAMAI TECHNOLOGIES INC
$2.8M
VVISA INC
$2.5M
EFVISHARES TR
$2.5M
BACBANK AMERICA CORP
$2.4M
ALVAUTOLIV INC
$2.3M
XOMEXXON MOBIL CORP
$2.2M
NXPINXP SEMICONDUCTORS N V
$2.1M
AVUVAMERICAN CENTY ETF TR
$2.0M
AMGNAMGEN INC
$2.0M
PGPROCTER AND GAMBLE CO
$2.0M
MAMASTERCARD INCORPORATED
$1.9M
STLASTELLANTIS N.V
$1.8M
WMTWALMART INC
$1.8M
COSTCOSTCO WHSL CORP NEW
$1.8M
ZMZOOM COMMUNICATIONS INC
$1.8M
NFLXNETFLIX INC
$1.7M
CSLCARLISLE COS INC
$1.6M
HDHOME DEPOT INC
$1.6M
LVSLAS VEGAS SANDS CORP
$1.5M
GENGEN DIGITAL INC
$1.5M
EAELECTRONIC ARTS INC
$1.4M
FFIVF5 INC
$1.4M
SCHGSCHWAB STRATEGIC TR
$1.4M
AWMSKYWORKS SOLUTIONS INC
$1.3M
CATCATERPILLAR INC
$1.3M
BMYBRISTOL-MYERS SQUIBB CO
$1.2M
ABNBAIRBNB INC
$1.2M
CVXCHEVRON CORP NEW
$1.2M
ORCLORACLE CORP
$1.2M
AMATAPPLIED MATLS INC
$1.2M
SCHESCHWAB STRATEGIC TR
$1.1M
HALHALLIBURTON CO
$1.1M
CRMSALESFORCE INC
$1.1M
KOCOCA COLA CO
$1.1M
XPXP INC
$975K
MCDMCDONALDS CORP
$954K
LINLINDE PLC
$947K
GEGE AEROSPACE
$885K
PEPPEPSICO INC
$875K
TAT&T INC
$861K
ACNACCENTURE PLC IRELAND
$830K
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