Weaver Capital Management LLC Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$409.5B

Holdings

185

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (185 positions)

#StockSharesValue% PortfolioType
1
BILSPDR SERIES TRUST
331,474$30.4B7.42%
2
SCHGSCHWAB STRATEGIC TR
804,965$23.5B5.74%Put
3
FLXRTCW ETF TRUST
410,194$16.2B3.95%
4
HEFAISHARES TR
405,923$15.4B3.76%
5
NVDANVIDIA CORPORATION
94,847$15.0B3.66%Put
6
PJANINNOVATOR ETFS TRUST
323,549$14.3B3.48%
7
VTVVANGUARD INDEX FDS
69,507$12.3B3.00%
8
AVGOBROADCOM INC
42,231$11.6B2.84%
9
STRVEA SERIES TRUST
280,539$11.2B2.74%
10
BRK-BBERKSHIRE HATHAWAY INC DEL
14$10.2B2.49%
11
MSFTMICROSOFT CORP
16,093$8.0B1.95%
12
AMZNAMAZON COM INC
32,086$7.0B1.72%
13
ORCLORACLE CORP
29,883$6.5B1.60%
14
SPYSPDR S&P 500 ETF TR
10,562$6.5B1.59%Put
15
AAPLAPPLE INC
31,225$6.4B1.56%
16
SHOPSHOPIFY INC
53,335$6.2B1.50%
17
PJUNINNOVATOR ETFS TRUST
138,697$5.5B1.35%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
10,329$5.0B1.23%
19
COSTCOSTCO WHSL CORP NEW
4,977$4.9B1.20%
20
WMTWALMART INC
49,784$4.9B1.19%
21
NFLXNETFLIX INC
3,433$4.6B1.12%
22
JPMJPMORGAN CHASE & CO.
15,329$4.4B1.09%
23
METAMETA PLATFORMS INC
5,608$4.1B1.01%
24
AZOAUTOZONE INC
1,087$4.0B0.99%
25
APHAMPHENOL CORP NEW
38,516$3.8B0.93%
26
HDHOME DEPOT INC
10,168$3.7B0.91%
27
CSCOCISCO SYS INC
50,294$3.5B0.85%
28
VVISA INC
9,588$3.4B0.83%
29
XOMEXXON MOBIL CORP
31,578$3.4B0.83%
30
IWFISHARES TR
7,908$3.4B0.82%
31
PDECINNOVATOR ETFS TRUST
82,623$3.3B0.81%
32
PSEPINNOVATOR ETFS TRUST
79,483$3.3B0.79%
33
GOOGALPHABET INC
17,630$3.1B0.76%
34
PJULINNOVATOR ETFS TRUST
68,291$3.0B0.73%
35
LLYELI LILLY & CO
3,589$2.8B0.68%
36
MCDMCDONALDS CORP
9,556$2.8B0.68%
37
TSLATESLA INC
7,951$2.5B0.62%
38
PGPROCTER AND GAMBLE CO
15,708$2.5B0.61%
39
SPLVINVESCO EXCH TRADED FD TR II
32,323$2.4B0.57%
40
WMWASTE MGMT INC DEL
10,250$2.3B0.57%
41
CATCATERPILLAR INC
6,036$2.3B0.57%
42
SCHVSCHWAB STRATEGIC TR
82,722$2.3B0.56%
43
MLMMARTIN MARIETTA MATLS INC
4,122$2.3B0.55%
44
TRVTRAVELERS COMPANIES INC
8,337$2.2B0.54%
45
APOCINNOVATOR ETFS TRUST
83,590$2.1B0.52%
46
ANETARISTA NETWORKS INC
20,833$2.1B0.52%
47
BKNGBOOKING HOLDINGS INC
365$2.1B0.52%
48
CRMSALESFORCE INC
7,705$2.1B0.51%
49
HONHONEYWELL INTL INC
8,202$1.9B0.47%
50
KOCOCA COLA CO
26,658$1.9B0.46%
51
RSPSINVESCO EXCHANGE TRADED FD T
62,732$1.9B0.46%
52
BACBANK AMERICA CORP
39,403$1.9B0.46%
53
NOWSERVICENOW INC
1,799$1.8B0.45%
54
SOSOUTHERN CO
20,085$1.8B0.45%
55
GEGE AEROSPACE
7,137$1.8B0.45%
56
AMGNAMGEN INC
6,497$1.8B0.44%
57
AMTAMERICAN TOWER CORP NEW
8,188$1.8B0.44%
58
JNJJOHNSON & JOHNSON
11,549$1.8B0.43%
59
ENBENBRIDGE INC
38,587$1.7B0.43%
60
MIGAMICROSTRATEGY INC
4,200$1.7B0.41%Call
61
SCHXSCHWAB STRATEGIC TR
67,929$1.7B0.41%
62
RTXRTX CORPORATION
11,279$1.6B0.40%
63
DDTOINNOVATOR ETFS TRUST
42,475$1.6B0.39%
64
TMUST-MOBILE US INC
6,737$1.6B0.39%
65
FOXAFOX CORP
27,842$1.6B0.38%
66
ABBVABBVIE INC
8,265$1.5B0.37%
67
DUKDUKE ENERGY CORP NEW
12,854$1.5B0.37%
68
PMAYINNOVATOR ETFS TRUST
39,320$1.5B0.36%
69
PMARINNOVATOR ETFS TRUST
35,080$1.5B0.36%
70
GQ9SPDR GOLD TR
4,857$1.5B0.36%
71
GOOGLALPHABET INC
8,355$1.5B0.36%
72
PSAPUBLIC STORAGE OPER CO
4,970$1.5B0.36%
73
SYKSTRYKER CORPORATION
3,683$1.5B0.36%
74
ISRGINTUITIVE SURGICAL INC
2,636$1.4B0.35%
75
PAPRINNOVATOR ETFS TRUST
37,261$1.4B0.34%
76
USBUS BANCORP DEL
30,602$1.4B0.34%
77
BACVERIZON COMMUNICATIONS INC
31,752$1.4B0.34%
78
UNHUNITEDHEALTH GROUP INC
4,375$1.4B0.33%
79
QCOMQUALCOMM INC
8,252$1.3B0.32%
80
XLFISELECT SECTOR SPDR TR
15,841$1.3B0.31%
81
SCHFSCHWAB STRATEGIC TR
57,112$1.3B0.31%
82
VTIVANGUARD INDEX FDS
4,038$1.2B0.30%Put
83
CMCSACOMCAST CORP NEW
34,310$1.2B0.30%
84
PAUGINNOVATOR ETFS TRUST
29,024$1.2B0.29%
85
CLCOLGATE PALMOLIVE CO
12,803$1.2B0.28%
86
UNPUNION PAC CORP
4,997$1.1B0.28%
87
BATRAATLANTA BRAVES HLDGS INC
23,061$1.1B0.28%
88
ABTABBOTT LABS
8,334$1.1B0.28%
89
KLACKLA CORP
1,258$1.1B0.28%
90
JAJLINNOVATOR ETFS TRUST
39,581$1.1B0.27%
91
EOGEOG RES INC
8,828$1.1B0.26%
92
MDLZMONDELEZ INTL INC
15,249$1.0B0.25%
93
ADBEADOBE INC
2,643$1.0B0.25%
94
NJULINNOVATOR ETFS TRUST
14,773$1.0B0.25%
95
MRKMERCK & CO INC
12,489$988.6M0.24%
96
GSGOLDMAN SACHS GROUP INC
1,394$986.6M0.24%
97
ADIANALOG DEVICES INC
4,133$983.7M0.24%
98
AXPAMERICAN EXPRESS CO
3,081$982.8M0.24%
99
HCAHCA HEALTHCARE INC
2,542$973.8M0.24%
100
ICEINTERCONTINENTAL EXCHANGE IN
5,291$970.7M0.24%
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