Lebenthal Global Advisors, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$533.6M

Holdings

173

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (173 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$39.4M
JEPQJ P MORGAN EXCHANGE TRADED F
$37.3M
JEPIJ P MORGAN EXCHANGE TRADED F
$36.1M
ICVTISHARES TR
$34.9M
VCITVANGUARD SCOTTSDALE FDS
$32.9M
ONEQFIDELITY COMWLTH TR
$31.0M
VTVVANGUARD INDEX FDS
$21.5M
IJRISHARES TR
$19.8M
AORISHARES TR
$19.8M
MUBISHARES TR
$18.4M
VONGVANGUARD SCOTTSDALE FDS
$13.4M
ONEYSPDR SER TR
$12.5M
VTIVANGUARD INDEX FDS
$11.9M
IWFISHARES TR
$11.6M
AAPLAPPLE INC
$10.4M
IVOOVANGUARD ADMIRAL FDS INC
$7.8M
IJHISHARES TR
$7.6M
VYMVANGUARD WHITEHALL FDS
$5.4M
VIOOVANGUARD ADMIRAL FDS INC
$4.8M
SJNKSPDR SER TR
$4.4M
NVDANVIDIA CORPORATION
$4.3M
IMCVISHARES TR
$4.1M
METAMETA PLATFORMS INC
$3.7M
VFVAVANGUARD WELLINGTON FD
$3.3M
VYMIVANGUARD WHITEHALL FDS
$3.3M
SPYMSPDR SER TR
$3.2M
JPMJPMORGAN CHASE & CO.
$2.9M
BNDVANGUARD BD INDEX FDS
$2.8M
AMZNAMAZON COM INC
$2.7M
GOOGLALPHABET INC
$2.5M
MSFTMICROSOFT CORP
$2.3M
PWRQUANTA SVCS INC
$2.2M
ORCLORACLE CORP
$2.2M
LLYELI LILLY & CO
$2.0M
4I1PHILIP MORRIS INTL INC
$2.0M
COSTCOSTCO WHSL CORP NEW
$1.9M
BSXBOSTON SCIENTIFIC CORP
$1.9M
KRKROGER CO
$1.8M
VVISA INC
$1.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.8M
FISVFISERV INC
$1.6M
AMGNAMGEN INC
$1.6M
SCHWSCHWAB CHARLES CORP
$1.6M
NFLXNETFLIX INC
$1.6M
SPSMSPDR SER TR
$1.5M
AXPAMERICAN EXPRESS CO
$1.5M
AXONAXON ENTERPRISE INC
$1.4M
TMUST-MOBILE US INC
$1.4M
BLKBLACKROCK INC
$1.4M
ISRGINTUITIVE SURGICAL INC
$1.4M
AJGGALLAGHER ARTHUR J & CO
$1.3M
SOSOUTHERN CO
$1.3M
NOWSERVICENOW INC
$1.3M
URIUNITED RENTALS INC
$1.3M
TTTRANE TECHNOLOGIES PLC
$1.3M
PANWPALO ALTO NETWORKS INC
$1.3M
SPGIS&P GLOBAL INC
$1.3M
PZAINVESCO EXCH TRADED FD TR II
$1.3M
A4SAMERIPRISE FINL INC
$1.2M
IBMINTERNATIONAL BUSINESS MACHS
$1.2M
CMGCHIPOTLE MEXICAN GRILL INC
$1.2M
XLKSELECT SECTOR SPDR TR
$1.2M
SYKSTRYKER CORPORATION
$1.2M
WMWASTE MGMT INC DEL
$1.2M
VUSBVANGUARD BD INDEX FDS
$1.1M
XOMEXXON MOBIL CORP
$1.1M
CRMSALESFORCE INC
$1.1M
WFCWELLS FARGO CO NEW
$1.1M
GEHCGE HEALTHCARE TECHNOLOGIES I
$1.1M
XLESELECT SECTOR SPDR TR
$1.1M
DVNDEVON ENERGY CORP NEW
$1.1M
TRGPTARGA RES CORP
$1.0M
DKSDICKS SPORTING GOODS INC
$1.0M
PSXPHILLIPS 66
$999K
BXBLACKSTONE INC
$989K
NLYANNALY CAPITAL MANAGEMENT IN
$983K
MAMASTERCARD INCORPORATED
$964K
ADIANALOG DEVICES INC
$962K
MRKMERCK & CO INC
$961K
BPBP PLC
$919K
QCOMQUALCOMM INC
$913K
PGPROCTER AND GAMBLE CO
$906K
TFCTRUIST FINL CORP
$857K
INGRINGREDION INC
$850K
BMYBRISTOL-MYERS SQUIBB CO
$841K
HIMUBLACKROCK ETF TRUST II
$820K
AMATAPPLIED MATLS INC
$820K
SHELSHELL PLC
$811K
LULULULULEMON ATHLETICA INC
$807K
GOOGALPHABET INC
$804K
FFORD MTR CO
$801K
FDO.FMACYS INC
$800K
QUALISHARES TR
$788K
FISFIDELITY NATL INFORMATION SV
$784K
PFEPFIZER INC
$764K
IBKRINTERACTIVE BROKERS GROUP IN
$762K
VTEBVANGUARD MUN BD FDS
$760K
ANETARISTA NETWORKS INC
$760K
MUMICRON TECHNOLOGY INC
$760K
AALAMERICAN AIRLS GROUP INC
$747K
Page 1 of 2Next