Vivaldi Capital Management LP Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$666.1M

Holdings

296

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (296 positions)

#StockSharesValue% PortfolioType
101
ABTABBOTT LABS
8,638$1.2M0.18%
102
NFLXNETFLIX INC
856$1.1M0.17%
103
VWOVANGUARD INTL EQUITY INDEX F
22,803$1.1M0.17%
104
AOMRANGEL OAK MORTGAGE REIT INC
116,379$1.1M0.16%
105
VFHVANGUARD WORLD FD
8,580$1.1M0.16%
106
TMOTHERMO FISHER SCIENTIFIC INC
2,448$992K0.15%
107
MSIMOTOROLA SOLUTIONS INC
2,340$983K0.15%
108
ABNBAIRBNB INC
7,207$953K0.14%
109
XLFSELECT SECTOR SPDR TR
18,184$952K0.14%
110
EEMAISHARES INC
11,327$935K0.14%
111
VGTVANGUARD WORLD FD
1,371$909K0.14%
112
IWMISHARES TR
4,209$908K0.14%
113
ARKBARK 21SHARES BITCOIN ETF
25,086$897K0.13%
114
UTGREAVES UTIL INCOME FD
24,350$880K0.13%
115
IWFISHARES TR
2,045$868K0.13%
116
PRAAPRA GROUP INC
58,636$864K0.13%
117
XOMEXXON MOBIL CORP
7,944$856K0.13%
118
CSCOCISCO SYS INC
11,879$824K0.12%
119
OEFISHARES TR
2,590$788K0.12%
120
IYHISHARES TR
13,762$777K0.12%
121
XLVSELECT SECTOR SPDR TR
5,640$760K0.11%
122
EFAISHARES TR
8,489$758K0.11%
123
UNHUNITEDHEALTH GROUP INC
2,396$747K0.11%
124
BRK-BBERKSHIRE HATHAWAY INC DEL
1$728K0.11%
125
DWDMORGAN STANLEY
5,127$722K0.11%
126
XLISELECT SECTOR SPDR TR
4,856$716K0.11%
127
CMECME GROUP INC
2,574$709K0.11%
128
MRKMERCK & CO INC
8,819$698K0.10%
129
KOCOCA COLA CO
9,569$676K0.10%
130
NDQINVESCO QQQ TR
1,219$672K0.10%
131
IWDISHARES TR
3,315$643K0.10%
132
GTLBGITLAB INC
14,192$640K0.10%
133
EEMISHARES TR
13,118$632K0.09%
134
EWJISHARES INC
8,388$628K0.09%
135
XLUSELECT SECTOR SPDR TR
7,651$624K0.09%
136
GRIDFIRST TR EXCHANGE TRADED FD
4,337$602K0.09%
137
USBUS BANCORP DEL
13,186$596K0.09%
138
NTRSNORTHERN TR CORP
4,653$589K0.09%
139
IYJISHARES TR
4,132$588K0.09%
140
UBERUBER TECHNOLOGIES INC
6,202$578K0.09%
141
NOWSERVICENOW INC
550$565K0.08%
142
TJXTJX COS INC NEW
4,582$565K0.08%
143
DISDISNEY WALT CO
4,445$551K0.08%
144
MCDMCDONALDS CORP
1,883$550K0.08%
145
VBRVANGUARD INDEX FDS
2,825$550K0.08%
146
VOXVANGUARD WORLD FD
3,194$546K0.08%
147
UNPUNION PAC CORP
2,345$539K0.08%
148
CEGCONSTELLATION ENERGY CORP
1,673$539K0.08%
149
IYCISHARES TR
5,377$535K0.08%
150
NEENEXTERA ENERGY INC
7,653$531K0.08%
151
FNDXSCHWAB STRATEGIC TR
21,630$530K0.08%
152
XTISHARES TR
8,034$524K0.08%
153
JNJJOHNSON & JOHNSON
3,391$518K0.08%
154
FEZSPDR INDEX SHS FDS
8,664$517K0.08%
155
CIBRFIRST TR EXCHANGE TRADED FD
6,835$516K0.08%
156
RTXRTX CORPORATION
3,524$514K0.08%
157
SKYYFIRST TR EXCHANGE TRADED FD
4,092$497K0.07%
158
EBIZGLOBAL X FDS
16,241$496K0.07%
159
JEPIJ P MORGAN EXCHANGE TRADED F
8,645$491K0.07%
160
MAMASTERCARD INCORPORATED
862$484K0.07%
161
APOAPOLLO GLOBAL MGMT INC
3,410$483K0.07%
162
XBFZXBLACKROCK CALIF MUN INCOME T
44,342$479K0.07%
163
ROBTFIRST TR EXCHANGE TRADED FD
9,854$475K0.07%
164
MOALTRIA GROUP INC
8,059$472K0.07%
165
AAXJISHARES TR
5,706$471K0.07%
166
DONSPDR DOW JONES INDL AVERAGE
1,065$469K0.07%
167
GDXVANECK ETF TRUST
8,856$461K0.07%
168
IJHISHARES TR
7,344$455K0.07%
169
DFUVDIMENSIONAL ETF TRUST
10,456$442K0.07%
170
VDCVANGUARD WORLD FD
2,016$441K0.07%
171
RDDTREDDIT INC
2,869$431K0.06%
172
XLESELECT SECTOR SPDR TR
5,078$430K0.06%
173
4I1PHILIP MORRIS INTL INC
2,309$420K0.06%
174
BACBANK AMERICA CORP
8,819$417K0.06%
175
SHYGISHARES TR
9,657$416K0.06%
176
BRBROADRIDGE FINL SOLUTIONS IN
1,714$416K0.06%
177
VUGVANGUARD INDEX FDS
946$414K0.06%
178
CMICUMMINS INC
1,253$410K0.06%
179
IGMISHARES TR
3,595$403K0.06%
180
PHPARKER-HANNIFIN CORP
575$401K0.06%
181
XEVMXEATON VANCE CALIF MUN BD FD
44,644$398K0.06%
182
TXNTEXAS INSTRS INC
1,921$398K0.06%
183
IYEISHARES TR
8,759$396K0.06%
184
BACVERIZON COMMUNICATIONS INC
8,993$389K0.06%
185
EWUISHARES TR
9,714$385K0.06%
186
HYGISHARES TR
4,767$384K0.06%
187
CEVEATON VANCE CALIF MUN INCOM
39,574$383K0.06%
188
PECOPHILLIPS EDISON & CO INC
10,790$377K0.06%
189
BIPBROOKFIELD INFRAST PARTNERS
11,250$376K0.06%
190
WYWEYERHAEUSER CO MTN BE
14,510$372K0.06%
191
AXPAMERICAN EXPRESS CO
1,164$371K0.06%
192
LRCXLAM RESEARCH CORP
3,763$366K0.05%
193
ARKKARK ETF TR
5,210$366K0.05%
194
VCVINVESCO CALIF VALUE MUN INCO
35,209$365K0.05%
195
AMDADVANCED MICRO DEVICES INC
2,576$365K0.05%
196
PHPNGALECTIN THERAPEUTICS INC
172,443$363K0.05%
197
NSCNORFOLK SOUTHN CORP
1,418$362K0.05%
198
IEMGISHARES INC
6,011$360K0.05%
199
ESGUISHARES TR
2,647$358K0.05%
200
GBTCGRAYSCALE BITCOIN TRUST ETF
4,173$353K0.05%
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