SYON CAPITAL LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$1.1T

Holdings

561

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (561 positions)

StockValue
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$90.1M
CLOIVANECK CLO ETF
$41.8M
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
$35.0M
PCYINVESCO EMERGING MARKETS SOVEREIGN DEBT ETF
$34.5M
AAPLAPPLE INC COM
$33.5M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$32.0M
MSFTMICROSOFT CORP COM
$29.4M
IVVISHARES CORE S&P 500 ETF
$27.8M
PWZINVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF
$26.9M
NVDANVIDIA CORPORATION COM
$26.5M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$26.2M
IAU*ISHARES GOLD TRUST
$19.0M
MCHIISHARES MSCI CHINA ETF
$15.8M
GDXVANECK GOLD MINERS ETF
$15.4M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$13.9M
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$13.5M
AMZNAMAZON COM INC COM
$12.6M
METAMETA PLATFORMS INC CL A
$12.5M
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$12.2M
AVGOBROADCOM INC COM
$12.2M
XCEMCOLUMBIA EM CORE EX-CHINA ETF
$12.1M
EZUISHARES MSCI EUROZONE ETF
$11.1M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$9.3M
DOCUDOCUSIGN INC COM
$9.0M
GQ9SPDR GOLD SHARES
$8.9M
XOMEXXON MOBIL CORP COM
$8.7M
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$8.4M
LLYELI LILLY & CO COM
$8.1M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$8.0M
HODLVANECK BITCOIN ETF
$7.7M
GOOGLALPHABET INC CAP STK CL A
$7.5M
IJRISHARES CORE S&P SMALL CAP ETF
$7.4M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$7.2M
JPMJPMORGAN CHASE & CO. COM
$7.2M
UNHUNITEDHEALTH GROUP INC COM
$6.6M
VDEVANGUARD ENERGY ETF
$6.1M
RINGISHARES MSCI GLOBAL GOLD MINERS ETF
$6.0M
WMTWALMART INC COM
$6.0M
GOOGALPHABET INC CAP STK CL C
$5.8M
VVISA INC COM CL A
$5.7M
EWUISHARES MSCI UNITED KINGDOM ETF
$5.6M
COSTCOSTCO WHSL CORP NEW COM
$5.5M
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$5.4M
VISVANGUARD INDUSTRIALS ETF
$5.3M
TSLATESLA INC COM
$5.0M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$4.7M
EEMISHARES MSCI EMERGING MARKETS ETF
$4.7M
MAMASTERCARD INCORPORATED CL A
$4.6M
VTVVANGUARD VALUE ETF
$4.6M
PGPROCTER AND GAMBLE CO COM
$4.5M
VOOVANGUARD S&P 500 ETF
$4.4M
EPPISHARES MSCI PACIFIC EX-JAPAN ETF
$4.3M
SCHZSCHWAB US AGGREGATE BOND ETF
$4.3M
ORCLORACLE CORP COM
$4.2M
NFLXNETFLIX INC COM
$4.0M
JNJJOHNSON & JOHNSON COM
$3.8M
ABBVABBVIE INC COM
$3.7M
GBILACCESS TREASURY 0-1 YEAR ETF
$3.7M
EWJISHARES MSCI JAPAN ETF
$3.4M
COPCONOCOPHILLIPS COM
$3.3M
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$3.1M
CVXCHEVRON CORP NEW COM
$3.0M
GSGOLDMAN SACHS GROUP INC COM
$3.0M
MRKMERCK & CO INC COM
$2.9M
SGOLABRDN PHYSICAL GOLD SHARES ETF
$2.9M
VDCVANGUARD CONSUMER STAPLES ETF
$2.9M
XBISPDR S&P BIOTECH ETF
$2.8M
HDHOME DEPOT INC COM
$2.8M
BACBANK AMERICA CORP COM
$2.6M
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$2.6M
IYFISHARES U.S. FINANCIALS ETF
$2.5M
EWCISHARES MSCI CANADA ETF
$2.5M
PULSPGIM ULTRA SHORT BOND ETF
$2.4M
ICSHISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
$2.4M
PGRPROGRESSIVE CORP COM
$2.4M
LINLINDE PLC SHS
$2.3M
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
$2.3M
MPCMARATHON PETE CORP COM
$2.3M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$2.3M
ABTABBOTT LABS COM
$2.2M
KOCOCA COLA CO COM
$2.2M
CATCATERPILLAR INC COM
$2.2M
NVONOVO-NORDISK A S ADR
$2.2M
IEURISHARES CORE MSCI EUROPE ETF
$2.2M
SYKSTRYKER CORPORATION COM
$2.0M
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
$2.0M
TMOTHERMO FISHER SCIENTIFIC INC COM
$2.0M
MCDMCDONALDS CORP COM
$2.0M
ISRGINTUITIVE SURGICAL INC COM NEW
$1.9M
DHRDANAHER CORPORATION COM
$1.9M
BBAXJPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF
$1.9M
ETNEATON CORP PLC SHS
$1.8M
FSZFIRST TRUST SWITZERLAND ALPHADEX FUND
$1.8M
AMATAPPLIED MATLS INC COM
$1.8M
AMGNAMGEN INC COM
$1.8M
AMDADVANCED MICRO DEVICES INC COM
$1.7M
IUSVISHARES CORE S&P US VALUE ETF
$1.7M
BSXBOSTON SCIENTIFIC CORP COM
$1.7M
LOWLOWES COS INC COM
$1.7M
TLHISHARES 10-20 YEAR TREASURY BOND ETF
$1.7M
Page 1 of 6Next