Second Line Capital, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$388.1B

Holdings

145

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (145 positions)

#StockSharesValue% PortfolioType
1
ACIOETF SER SOLUTIONS
1,165,331$45.1B11.62%
2
DRSKETF SER SOLUTIONS
1,227,663$33.5B8.63%
3
IDUBETF SER SOLUTIONS
1,227,594$25.6B6.60%
4
SPDWSPDR INDEX SHS FDS
566,088$20.6B5.31%
5
ADMEETF SER SOLUTIONS
413,741$18.4B4.73%
6
SPYSPDR S&P 500 ETF TR
32,660$18.3B4.72%
7
OSCVETF SER SOLUTIONS
523,710$18.3B4.70%
8
JUCYETF SER SOLUTIONS
770,420$17.6B4.53%
9
RSPINVESCO EXCHANGE TRADED FD T
68,304$11.8B3.05%
10
DUBSETF SER SOLUTIONS
322,590$10.0B2.57%
11
SPEMSPDR INDEX SHS FDS
226,218$8.9B2.30%
12
APPAPPLOVIN CORP
27,019$7.2B1.84%
13
METAMETA PLATFORMS INC
10,614$6.1B1.58%
14
MSFTMICROSOFT CORP
15,963$6.0B1.54%
15
AAPLAPPLE INC
25,215$5.6B1.44%
16
JPMJPMORGAN CHASE & CO.
22,308$5.5B1.41%
17
XOMEXXON MOBIL CORP
43,465$5.2B1.33%
18
NVDANVIDIA CORPORATION
39,989$4.3B1.12%
19
CVXCHEVRON CORP NEW
24,907$4.2B1.07%
20
AMZNAMAZON COM INC
21,260$4.0B1.04%
21
BKAGBNY MELLON ETF TRUST
95,881$4.0B1.04%
22
WMTWALMART INC
42,180$3.7B0.96%
23
VVISA INC
10,518$3.7B0.95%
24
PGRPROGRESSIVE CORP
12,812$3.6B0.93%
25
CHECHEMED CORP NEW
5,801$3.6B0.92%
26
AMTAMERICAN TOWER CORP NEW
16,130$3.5B0.90%
27
ROPROPER TECHNOLOGIES INC
5,840$3.4B0.89%
28
HDHOME DEPOT INC
9,222$3.4B0.87%
29
UNHUNITEDHEALTH GROUP INC
6,402$3.4B0.86%
30
BRBROADRIDGE FINL SOLUTIONS IN
13,691$3.3B0.86%
31
CPRTCOPART INC
54,647$3.1B0.80%
32
FANGDIAMONDBACK ENERGY INC
18,776$3.0B0.77%
33
MARAMARA HOLDINGS INC
231,110$2.7B0.68%
34
OCULOCULAR THERAPEUTIX INC
346,098$2.5B0.65%
35
PWRQUANTA SVCS INC
9,659$2.5B0.63%
36
IJRISHARES TR
22,929$2.4B0.62%
37
PGPROCTER AND GAMBLE CO
13,952$2.4B0.61%
38
AMDADVANCED MICRO DEVICES INC
21,740$2.2B0.58%
39
TSLATESLA INC
8,550$2.2B0.57%
40
VOOVANGUARD INDEX FDS
4,178$2.1B0.55%
41
IJHISHARES TR
35,523$2.1B0.53%
42
EFAISHARES TR
21,224$1.7B0.45%
43
BRK/BBERKSHIRE HATHAWAY INC DEL
3,229$1.7B0.44%
44
IVVISHARES TR
2,944$1.7B0.43%
45
ARCCARES CAPITAL CORP
69,778$1.5B0.40%
46
SHAKSHAKE SHACK INC
16,930$1.5B0.38%
47
GCTGIGACLOUD TECHNOLOGY INC
91,914$1.3B0.34%
48
DECKDECKERS OUTDOOR CORP
11,336$1.3B0.33%
49
VKTXVIKING THERAPEUTICS INC
50,381$1.2B0.31%
50
XSCDXLMP CAP & INCOME FD INC
75,600$1.2B0.31%
51
FUBOFUBOTV INC
402,327$1.2B0.30%
52
LOWLOWES COS INC
4,709$1.1B0.28%
53
TAT&T INC
36,089$1.0B0.26%
54
SOSOUTHERN CO
10,861$998.7M0.26%
55
JNJJOHNSON & JOHNSON
5,753$954.1M0.25%
56
NDQINVESCO QQQ TR
1,895$888.8M0.23%
57
ACLSAXCELIS TECHNOLOGIES INC
17,343$861.4M0.22%
58
SPMDSPDR SER TR
15,832$810.3M0.21%
59
KOCOCA COLA CO
9,376$676.3M0.17%
60
ORCLORACLE CORP
4,705$657.8M0.17%
61
GOOGLALPHABET INC
4,159$643.2M0.17%
62
VIGVANGUARD SPECIALIZED FUNDS
3,158$612.6M0.16%
63
PDTHANCOCK JOHN PREM DIVID FD
45,144$590.5M0.15%
64
AZOAUTOZONE INC
150$571.9M0.15%
65
NTLAINTELLIA THERAPEUTICS INC
79,699$566.7M0.15%
66
VXUSVANGUARD STAR FDS
8,604$534.3M0.14%
67
COPCONOCOPHILLIPS
4,992$524.2M0.14%
68
MRKMERCK & CO INC
5,363$485.7M0.13%
69
ETENERGY TRANSFER L P
25,245$469.3M0.12%
70
AVGOBROADCOM INC
2,757$461.7M0.12%
71
FSKFS KKR CAP CORP
21,173$458.4M0.12%
72
KMIKINDER MORGAN INC DEL
15,825$451.5M0.12%
73
ARANTERO RESOURCES CORP
11,118$449.6M0.12%
74
CLCOLGATE PALMOLIVE CO
4,770$446.9M0.12%
75
GQ9SPDR GOLD TR
1,519$437.5M0.11%
76
BACBANK AMERICA CORP
10,297$429.7M0.11%
77
SPSMSPDR SER TR
10,511$428.4M0.11%
78
BACVERIZON COMMUNICATIONS INC
9,271$420.5M0.11%
79
VUGVANGUARD INDEX FDS
1,101$408.4M0.11%
80
MOALTRIA GROUP INC
6,643$405.2M0.10%
81
BPBP PLC
11,909$402.4M0.10%
82
MCDMCDONALDS CORP
1,288$402.3M0.10%
83
PSXPHILLIPS 66
3,134$387.0M0.10%
84
LGLVSPDR SER TR
2,184$380.2M0.10%
85
MSIMOTOROLA SOLUTIONS INC
823$361.2M0.09%
86
XLVSELECT SECTOR SPDR TR
2,474$361.2M0.09%
87
TTTRANE TECHNOLOGIES PLC
1,042$351.1M0.09%
88
IBMINTERNATIONAL BUSINESS MACHS
1,406$349.6M0.09%
89
ABBVABBVIE INC
1,666$349.0M0.09%
90
ABTABBOTT LABS
2,587$343.2M0.09%
91
IYRISHARES TR
3,501$335.2M0.09%
92
PSAPUBLIC STORAGE OPER CO
1,119$334.9M0.09%
93
XLFSELECT SECTOR SPDR TR
6,424$320.0M0.08%
94
MDIVFIRST TR EXCHANGE TRADED FD
19,305$315.7M0.08%
95
VGTVANGUARD WORLD FD
580$314.6M0.08%
96
CRWDCROWDSTRIKE HLDGS INC
887$312.7M0.08%
97
IGROISHARES TR
4,315$312.6M0.08%
98
ABALLIANCEBERNSTEIN HLDG L P
8,155$312.4M0.08%
99
VTIVANGUARD INDEX FDS
1,129$310.3M0.08%
100
POOLPOOL CORP
964$307.0M0.08%
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