GK Wealth Management LLC

Name: GK Wealth Management LLC 13F holdings, Q2 2025
Creator: GK Wealth Management LLC
Published: 2025-07-08

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), GK Wealth Management LLC reported 147 stock positions worth $100.6 million. Its top holding was Amazon.com (AMZN) at 5.5% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 4.6%) and JPMorgan Ultra-Short Income (JPST, 3.8%). Compared with Q1 2025, it opened 29 new positions, sold out of 13, added to 62 and reduced 54. The biggest buy was Alpha Architect 1-3 MNTH Box (BOXX, shares +861%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −16%).

Most Recent 13F: Q2 2026
Location: RENO, NV
CIK: 0002069222
Portfolio Value: $100.6M (Q2 2025)
SEC Filing: 0001754960-25-000328 ↗ filed Jul 8, 2025

Holdings Value

Holdings 147 stocks · $100.6M


AMZN Amazon.com Inc.	5.55%	25,453	$5.6M	Add +8.1%
BIL SS SPDR BB 1-3M T-Bill ETF	4.64%	50,893	$4.7M	Add +52.2%
JPST JPMorgan Ultra-Short Income	3.82%	75,850	$3.8M	Reduce -16.3%
MSFT Microsoft Corp.	3.18%	6,435	$3.2M	Reduce -9.8%
NVDA Nvidia Corp.	2.82%	17,947	$2.8M	Add +123.7%
GOOGL Alphabet Inc. Class A	2.56%	14,594	$2.6M	Add +12.2%
BOXX Alpha Architect 1-3 MNTH Box	2.43%	21,695	$2.4M	Add +860.8%
BUCK Simplify Treasury Option Inc.	2.35%	100,013	$2.4M	Reduce -12.0%
META Meta Platforms Inc. Class A	2.20%	3,001	$2.2M	Add +39.2%
QQQM Invesco Nasdaq 100 ETF	2.13%	9,453	$2.1M	Add +11.1%
SLV iShares Silver Trust	2.12%	64,931	$2.1M	Add +7.3%
FBTC Fidelity Wise Origin Bitcoin	1.94%	20,801	$2.0M	Add +0.5%
AAPL Apple Inc.	1.84%	9,004	$1.8M	Reduce -9.4%
VIG Vanguard Dividend Apprec ETF	1.66%	8,154	$1.7M	Add +6.0%
COWZ Pacer US Cash Cows 100 ETF	1.56%	28,553	$1.6M	Add +9.9%
VB Vanguard Most SM-Cap ETF-Usd	1.53%	6,480	$1.5M	Add +15.0%
JAAA Janus Henderson Aaa Clo ETF	1.40%	27,817	$1.4M	Add +302.3%
TSM Taiwan Semiconductor-SP ADR	1.32%	5,851	$1.3M	Add +42.0%
NFLX Netflix Inc.	1.18%	885	$1.2M	Add +52.6%
V Visa Inc. Class A	1.17%	3,311	$1.2M	Add +13.7%
ORCL Oracle Corp.	1.16%	5,327	$1.2M	Add +16.0%
SPEM State Street SP PTF Em ETF	1.15%	27,035	$1.2M	Add +48.5%
VCIT Vanguard Int-Term Corporate	1.14%	13,797	$1.1M	Add +29.0%
SCHZ Schwab US Aggregate Bond ETF	1.09%	46,995	$1.1M	Add +80.9%
AGGH Simplify Aggregate Bond ETF	1.08%	52,872	$1.1M	Reduce -14.2%
MTBA Simplify MBS ETF	1.04%	20,864	$1.0M	Reduce -17.1%
BILS SS Spdrb B 3-12M T-Bill ETF	1.03%	10,435	$1.0M	Reduce -5.3%
QUAL iShares MSCI USA Quality Fac	1.03%	5,660	$1.0M	Reduce -3.2%
BA The Boeing Co.	0.96%	4,615	$967K	Add +52.4%
CLS Celestica Inc.	0.89%	5,712	$892K	Add +25.8%
SPY SS SPDR S&P 500 ETF Trust-US	0.85%	1,378	$851K	Add +4.5%
SPYM Ste STR SPDR PT S&P 500 ETF	0.80%	11,039	$802K	Add +14.8%
CRDO Credo Technology Group Holdi	0.78%	8,492	$786K	New
SHY iShares 1-3 Year Treasury Bo	0.78%	9,444	$783K	Add +282.4%
JD Jd.com Inc.-ADR	0.77%	23,896	$780K	Add +6.9%
GVIP Gold Sachs Hedge Ind Vip ETF	0.77%	5,634	$780K	Reduce -10.6%
GOOG Alphabet Inc. Class C	0.77%	4,340	$770K	Add +8.1%
VIGI Vanguard Int Div App Indx FD	0.72%	8,027	$723K	Add +49.4%
VCLT Vanguard Long-Term Corp. Bond	0.71%	9,456	$718K	Add +68.2%
DAL Delta Air Lines Inc.	0.68%	13,960	$687K	Add +4.4%
BRK.B Berkshire Hathaway Inc. Class B	0.67%	1,392	$676K	Reduce -3.3%
IVV iShares Core S&P 500 ETF	0.65%	1,058	$657K	Reduce -10.6%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.65%	5,972	$655K	Reduce -10.8%
QCOM Qualcomm Inc.	0.63%	3,965	$632K	Add +14.0%
XLV SS Health Care Select Sector	0.60%	4,480	$604K	Reduce -2.0%
GOVT iShares US Treasury Bond ETF	0.58%	25,585	$588K	Reduce -1.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.56%	4,516	$560K	Add +48.5%
SHOP Shopify Inc. Class A	0.55%	4,762	$549K	Reduce -2.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.54%	1,956	$547K	Add +58.1%
SKYW Skywest Inc.	0.53%	5,158	$531K	Add +9.8%
SMH Vaneck Semiconductor ETF	0.52%	1,889	$527K	Add +2.5%
CCL Carnival Corp.	0.52%	18,527	$521K	Add +17.5%
GRID First TRST Nasd Class Edg Sgiif	0.51%	3,720	$517K	Reduce -5.0%
OKTA Okta Inc.	0.49%	4,976	$497K	Add +29.6%
CVX Chevron Corp.	0.48%	3,405	$488K	Add +10.2%
URA Global X Uranium ETF	0.47%	12,167	$472K	Reduce -0.2%
GROZ Zacks Focus Growth ETF	0.47%	17,772	$471K	Reduce -1.5%
UBER Uber Technologies Inc.	0.46%	5,006	$467K	Add +46.7%
SCHX Schwab US Large-Cap ETF	0.46%	18,814	$460K	Add +39.7%
SPSB SS SPDR P St C Corp. ETF	0.44%	14,634	$442K	Add +34.9%
JPM JPMorgan Chase & Co.	0.43%	1,499	$435K	Reduce -4.4%
VZ Verizon Communications Inc.	0.43%	9,998	$433K	Reduce -9.6%
BITB Bitwise Bitcoin ETF	0.43%	7,312	$428K	No change
SHYG iShares 0-5 YR HY Corp. Bond	0.42%	9,791	$422K	Add +9.9%
WFC Wells Fargo & Co.	0.41%	5,195	$416K	Reduce -2.8%
GM General Motors Co.	0.41%	8,377	$412K	Reduce -43.0%
COWG Pacer US LRG Cap Cows GR LD	0.41%	11,610	$408K	Add +27.4%
GDX Vaneck Gold Miners ETF	0.38%	7,394	$385K	Add +6.5%
PM Philip Morris International	0.38%	2,091	$381K	Reduce -13.2%
AVGO Broadcom Inc.	0.38%	1,378	$380K	New
SPMB SS SPDR P Mort Back Bond ETF	0.37%	16,664	$368K	Reduce -1.6%
PAYC Paycom Software Inc.	0.37%	1,590	$368K	Reduce -38.2%
MSTR Strategy Inc. filed as MICROSTRATEGY INC	0.37%	910	$368K	Reduce -2.3%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.36%	4,474	$365K	Add +0.0%
RTX RTX Corp.	0.36%	2,496	$364K	Reduce -10.7%
RFIX Simplify Bond Bull ETF	0.36%	7,381	$359K	Reduce -42.3%
LOW Lowe's Cos Inc.	0.35%	1,607	$357K	Add +7.6%
PYPL PayPal Holdings Inc.	0.35%	5,011	$350K	New
ADSK Autodesk Inc.	0.35%	1,123	$348K	New
INDA iShares MSCI India ETF	0.34%	6,174	$344K	Add +24.1%
BLBD Blue Bird Corp.	0.34%	7,902	$341K	Reduce -18.4%
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.34%	12,805	$340K	Reduce -0.7%
MA Mastercard Inc. Class A	0.33%	588	$331K	Reduce -27.5%
PSIX Power Solutions Internationa	0.33%	5,085	$329K	New
UCON First Trust Smith Unconstrai	0.33%	13,198	$328K	Reduce -14.1%
LLY Eli Lilly & Co.	0.32%	415	$323K	Reduce -20.4%
QQQ Invesco QQQ Trust Series 1	0.32%	586	$323K	Reduce -9.6%
GLD SPDR Gold Shares	0.31%	1,038	$316K	Reduce -8.4%
SBUX Starbucks Corp.	0.31%	3,369	$309K	Add +47.0%
VRTX Vertex Pharmaceuticals Inc.	0.30%	689	$307K	New
CRM Salesforce Inc.	0.30%	1,111	$303K	New
MNST Monster Beverage Corp.	0.30%	4,790	$300K	New
BTC Grayscale Bitcoin Mini ETF	0.29%	6,191	$296K	Reduce -7.8%
CSCO Cisco Systems Inc.	0.28%	4,082	$283K	Reduce -11.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.27%	5,844	$276K	Reduce -3.0%
SPYG SS SPDR P S&P 500 Growth ETF	0.27%	2,879	$274K	Add +0.3%
AMT American Tower Corp.	0.27%	1,228	$272K	Reduce -1.4%
CRWD CrowdStrike Holdings Inc. Class A	0.27%	533	$271K	Reduce -7.0%
SPMO Invesco S&P 500 Momentum ETF	0.27%	2,398	$270K	Add +3.4%
GAP The Gap Inc.	0.26%	12,152	$265K	Add +12.6%
FCX Freeport-McMoran Inc.	0.26%	6,102	$265K	Reduce -1.6%
ARQT Arcutis Biotherapeutics Inc.	0.26%	18,801	$264K	Add +28.2%
DXCM Dexcom Inc.	0.26%	3,013	$263K	Reduce -27.7%
PCG P G & E Corp.	0.26%	18,847	$263K	Reduce -1.0%
FTSM First Trust Enh Short Mat FD	0.26%	4,362	$261K	Reduce -1.3%
TMO Thermo Fisher Scientific Inc.	0.26%	639	$259K	Reduce -5.0%
AMAT Applied Materials Inc.	0.26%	1,407	$258K	New
POWL Powell Industries Inc.	0.25%	1,209	$254K	Add +1.4%
COST Costco Wholesale Corp.	0.25%	255	$253K	Add +12.8%
TIP iShares Tips Bond ETF	0.25%	2,247	$247K	Reduce -25.0%
JNJ Johnson & Johnson	0.24%	1,585	$242K	Add +2.9%
TLT iShares 20+ Year Treasury BD	0.24%	2,737	$241K	Reduce -50.9%
GLW Corning Inc.	0.24%	4,584	$241K	New
CW Curtiss-Wright Corp.	0.24%	493	$241K	New
CAT Caterpillar Inc.	0.24%	621	$241K	New
AIG American International Group	0.24%	2,806	$240K	Reduce -1.9%
C Citigroup Inc.	0.24%	2,803	$239K	Reduce -2.8%
INDY iShares India 50 ETF	0.24%	4,370	$238K	New
CVS CVS Health Corp.	0.23%	3,426	$236K	Reduce -8.3%
HD Home Depot Inc.	0.23%	643	$236K	No change
THC Tenet Healthcare Corp.	0.23%	1,320	$232K	New
DELL Dell Technologies -C	0.23%	1,884	$231K	New
BMY Bristol-Myers Squibb Co.	0.23%	4,934	$228K	Add +24.5%
CNC Centene Corp.	0.23%	4,172	$226K	New
COPX Global X Copper Miners ETF	0.22%	5,017	$226K	New
VYM Vanguard High DVD Yield ETF	0.22%	1,672	$223K	Add +0.2%
ABT Abbott Laboratories	0.22%	1,622	$221K	Reduce -38.8%
NOW ServiceNow Inc.	0.22%	211	$217K	Reduce -31.1%
MT Arcelormittal-NY Registered	0.21%	6,845	$216K	New
MORN Morningstar Inc.	0.21%	681	$214K	Add +0.4%
MDT Medtronic PLC	0.21%	2,444	$213K	Add +4.5%
ADBE Adobe Inc.	0.21%	536	$207K	Reduce -31.9%
EPAM Epam Systems Inc.	0.20%	1,166	$206K	New
FIX Comfort Systems USA Inc.	0.20%	384	$206K	New
OLLI Ollie's Bargain Outlet Holdi	0.20%	1,562	$206K	New
XLI SS Industrial Select Sector	0.20%	1,394	$206K	New
FTI Technipfmc PLC	0.20%	5,969	$206K	New
VOO Vanguard S&P 500 ETF	0.20%	358	$204K	New
STRL Sterling Infrastructure Inc.	0.20%	869	$201K	New
VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC	0.18%	21,839	$181K	New
AES AES Corp.	0.18%	16,873	$178K	Add +4.0%
RIVN Rivian Automotive Inc. Class A	0.14%	10,014	$138K	New
CDE Coeur Mining Inc.	0.13%	14,496	$128K	Reduce -25.3%
FINV Finvolution Group-ADR	0.12%	13,042	$124K	New
NGD New Gold Inc.	0.11%	22,545	$112K	New
IONR Ioneer Ltd. - ADR	0.10%	39,700	$104K	Add +37.1%
GNS Genius Group Ltd.	0.02%	13,500	$18K	Add +16.3%

Options reported separately and not counted above: TSLA calls ($4.0M), LAC calls ($3.9M), IBIT calls ($875K), TWLO calls ($430K), LUMN calls ($400K), NVO calls ($327K), TOST calls ($225K), ABAT calls ($43K).

Portfolio Sells Q1 2025 → Q2 2025


JPST JPMorgan Ultra-Short Income	Reduce -16.3%	3.82%	−1.91
BUCK Simplify Treasury Option Inc.	Reduce -12.0%	2.35%	−1.15
AAPL Apple Inc.	Reduce -9.4%	1.84%	−0.92
IBIT iShares Bitcoin Trust ETF	Sold out	0.00%	−0.62
AGGH Simplify Aggregate Bond ETF	Reduce -14.2%	1.08%	−0.54
MTBA Simplify MBS ETF	Reduce -17.1%	1.04%	−0.54
RFIX Simplify Bond Bull ETF	Reduce -42.3%	0.36%	−0.50
GM General Motors Co.	Reduce -43.0%	0.41%	−0.45
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Sold out	0.00%	−0.44
LIT Global X Lithium & Battery T	Sold out	0.00%	−0.40
TLT iShares 20+ Year Treasury BD	Reduce -50.9%	0.24%	−0.39
ZTS Zoetis Inc.	Sold out	0.00%	−0.38
BILS SS Spdrb B 3-12M T-Bill ETF	Reduce -5.3%	1.03%	−0.34
PAYC Paycom Software Inc.	Reduce -38.2%	0.37%	−0.34
ACN Accenture PLC Class A	Sold out	0.00%	−0.30
BRK.B Berkshire Hathaway Inc. Class B	Reduce -3.3%	0.67%	−0.29
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.28
MSCI MSCI Inc.	Sold out	0.00%	−0.28
NVO Novo-Nordisk A/S-Spons ADR	Sold out	0.00%	−0.28
AON Aon PLC Class A	Sold out	0.00%	−0.28
WDAY Workday Inc. Class A	Sold out	0.00%	−0.27
ABNB Airbnb Inc. Class A	Sold out	0.00%	−0.27
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Reduce -10.8%	0.65%	−0.26
EMB iShares JP Morgan Usd Emergi	Sold out	0.00%	−0.26
GD General Dynamics Corp.	Sold out	0.00%	−0.25
XLV SS Health Care Select Sector	Reduce -2.0%	0.60%	−0.23
MA Mastercard Inc. Class A	Reduce -27.5%	0.33%	−0.23
QUAL iShares MSCI USA Quality Fac	Reduce -3.2%	1.03%	−0.22
ABT Abbott Laboratories	Reduce -38.8%	0.22%	−0.22
LLY Eli Lilly & Co.	Reduce -20.4%	0.32%	−0.22
VZ Verizon Communications Inc.	Reduce -9.6%	0.43%	−0.20
IVV iShares Core S&P 500 ETF	Reduce -10.6%	0.65%	−0.18
ADBE Adobe Inc.	Reduce -31.9%	0.21%	−0.17
TIP iShares Tips Bond ETF	Reduce -25.0%	0.25%	−0.17
MSFT Microsoft Corp.	Reduce -9.8%	3.18%	−0.16
TMO Thermo Fisher Scientific Inc.	Reduce -5.0%	0.26%	−0.16
GOVT iShares US Treasury Bond ETF	Reduce -1.2%	0.58%	−0.16
GVIP Gold Sachs Hedge Ind Vip ETF	Reduce -10.6%	0.77%	−0.15
UCON First Trust Smith Unconstrai	Reduce -14.1%	0.33%	−0.15
PCG P G & E Corp.	Reduce -1.0%	0.26%	−0.15
SPTL SS SPDR PF LNG TRM TSY E-Usd	Reduce -0.7%	0.34%	−0.10
SPMB SS SPDR P Mort Back Bond ETF	Reduce -1.6%	0.37%	−0.10
RTX RTX Corp.	Reduce -10.7%	0.36%	−0.10
PM Philip Morris International	Reduce -13.2%	0.38%	−0.10
DXCM Dexcom Inc.	Reduce -27.7%	0.26%	−0.09
GLD SPDR Gold Shares	Reduce -8.4%	0.31%	−0.09
NOW ServiceNow Inc.	Reduce -31.1%	0.22%	−0.09
CVS CVS Health Corp.	Reduce -8.3%	0.23%	−0.08
CSCO Cisco Systems Inc.	Reduce -11.5%	0.28%	−0.07
AIG American International Group	Reduce -1.9%	0.24%	−0.07

Portfolio Buys Q1 2025 → Q2 2025


BOXX Alpha Architect 1-3 MNTH Box	Add +860.8%	2.43%	+2.11
NVDA Nvidia Corp.	Add +123.7%	2.82%	+1.73
JAAA Janus Henderson Aaa Clo ETF	Add +302.3%	1.40%	+0.96
BIL SS SPDR BB 1-3M T-Bill ETF	Add +52.2%	4.64%	+0.81
CRDO Credo Technology Group Holdi	New	0.78%	+0.78
META Meta Platforms Inc. Class A	Add +39.2%	2.20%	+0.65
SHY iShares 1-3 Year Treasury Bo	Add +282.4%	0.78%	+0.52
NFLX Netflix Inc.	Add +52.6%	1.18%	+0.50
TSM Taiwan Semiconductor-SP ADR	Add +42.0%	1.32%	+0.46
CLS Celestica Inc.	Add +25.8%	0.89%	+0.44
AVGO Broadcom Inc.	New	0.38%	+0.38
ORCL Oracle Corp.	Add +16.0%	1.16%	+0.36
PYPL PayPal Holdings Inc.	New	0.35%	+0.35
ADSK Autodesk Inc.	New	0.35%	+0.35
SCHZ Schwab US Aggregate Bond ETF	Add +80.9%	1.09%	+0.33
PSIX Power Solutions Internationa	New	0.33%	+0.33
BA The Boeing Co.	Add +52.4%	0.96%	+0.32
VRTX Vertex Pharmaceuticals Inc.	New	0.30%	+0.30
CRM Salesforce Inc.	New	0.30%	+0.30
MNST Monster Beverage Corp.	New	0.30%	+0.30
AMAT Applied Materials Inc.	New	0.26%	+0.26
SPEM State Street SP PTF Em ETF	Add +48.5%	1.15%	+0.25
GLW Corning Inc.	New	0.24%	+0.24
CW Curtiss-Wright Corp.	New	0.24%	+0.24
CAT Caterpillar Inc.	New	0.24%	+0.24
INDY iShares India 50 ETF	New	0.24%	+0.24
THC Tenet Healthcare Corp.	New	0.23%	+0.23
DELL Dell Technologies -C	New	0.23%	+0.23
CNC Centene Corp.	New	0.23%	+0.23
COPX Global X Copper Miners ETF	New	0.22%	+0.22
MT Arcelormittal-NY Registered	New	0.21%	+0.21
EPAM Epam Systems Inc.	New	0.20%	+0.20
FIX Comfort Systems USA Inc.	New	0.20%	+0.20
OLLI Ollie's Bargain Outlet Holdi	New	0.20%	+0.20
XLI SS Industrial Select Sector	New	0.20%	+0.20
FTI Technipfmc PLC	New	0.20%	+0.20
VOO Vanguard S&P 500 ETF	New	0.20%	+0.20
STRL Sterling Infrastructure Inc.	New	0.20%	+0.20
DIS The Walt Disney Co.	Add +48.5%	0.56%	+0.18
VCLT Vanguard Long-Term Corp. Bond	Add +68.2%	0.71%	+0.18
VISN Vistance Networks Inc.	New	0.18%	+0.18
VIGI Vanguard Int Div App Indx FD	Add +49.4%	0.72%	+0.16
UBER Uber Technologies Inc.	Add +46.7%	0.46%	+0.15
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +58.1%	0.54%	+0.14
RIVN Rivian Automotive Inc. Class A	New	0.14%	+0.14
CCL Carnival Corp.	Add +17.5%	0.52%	+0.13
FINV Finvolution Group-ADR	New	0.12%	+0.12
NGD New Gold Inc.	New	0.11%	+0.11
SCHX Schwab US Large-Cap ETF	Add +39.7%	0.46%	+0.09
FBTC Fidelity Wise Origin Bitcoin	Add +0.5%	1.94%	+0.08

Options Activity Q1 2025 → Q2 2025


TSLA Tesla Inc.	call	Add +13.8%	12,746	$4.0M
LAC Lithium Americas Corp.	call	Add +11.8%	1,541,169	$3.9M
IBIT iShares Bitcoin Trust ETF	call	New	14,361	$875K
TWLO Twilio Inc. Class A	call	Add +20.1%	3,953	$430K
LUMN Lumen Technologies Inc.	call	Add +40.6%	94,713	$400K
NVO Novo-Nordisk A/S-Spons ADR	call	New	4,816	$327K
PYPL PayPal Holdings Inc.	call	Sold out	4,162	$250Kbefore exit
CRDO Credo Technology Group Holdi	call	Sold out	5,851	$229Kbefore exit
TOST Toast Inc. Class A	call	New	5,392	$225K
RIVN Rivian Automotive Inc. Class A	call	Sold out	12,792	$154Kbefore exit
QUBT Quantum Computing Inc.	call	Sold out	12,360	$94Kbefore exit
ABAT American Battery Technology	call	Add +3.1%	28,272	$43K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	225	$165.4M	MU, NVDA, SLV, JPST, CRDO
Q1 2026	51	$115.0M	IVV, DFAI, DUHP, VEA, DFAE
Q4 2025	191	$136.6M	AMZN, JPST, BIL, SLV, GOOGL
Q3 2025	173	$134.6M	LAC, AMZN, TSLA, BIL, JPST
Q2 2025	147	$100.6M	AMZN, BIL, JPST, MSFT, NVDA
Q1 2025Amended	131	$80.1M	JPST, AMZN, BIL, BUCK, MSFT
Q4 2024	127	$78.9M	JPST, AMZN, TSLA, MSFT, LAC