ZEGA Investments, LLC Hedge Fund

CIK: 0002045703 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $655,915 (100.0% shares, 0.0% debt)

Holdings (136)

SPY SPDR S&P 500 ETF TR 17.3%
Value ($000) $113,221 Shares 202,400 Est. Cost $605.77 Unrealized
SPY SPDR S&P 500 ETF TR 17.0%
Value ($000) $111,430 Shares 199,200 Est. Cost $605.77 Unrealized
AAPL APPLE INC 8.6%
Value ($000) $56,324 Shares 253,565 Est. Cost $234.14 Unrealized -1.4%
SPY SPDR S&P 500 ETF TR 4.7%
Value ($000) $31,017 Shares 55,447 Est. Cost $605.77 Unrealized
AAPL APPLE INC 4.6%
Value ($000) $30,432 Shares 137,000 Est. Cost $234.14 Unrealized -1.4%
SRLN SSGA ACTIVE ETF TR 3.8%
Value ($000) $24,889 Shares 605,136 Est. Cost $41.96 Unrealized
SJNK SPDR SER TR 3.2%
Value ($000) $21,175 Shares 841,597 Est. Cost $25.58 Unrealized
AMZN AMAZON COM INC 2.5%
Value ($000) $16,175 Shares 85,015 Est. Cost $206.66 Unrealized +5.0%
ZHDG TIDAL ETF TR 2.3%
Value ($000) $14,885 Shares 768,862 Est. Cost $20.90 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $12,928 Shares 58,200 Est. Cost $234.14 Unrealized -1.4%
AMZN AMAZON COM INC 1.7%
Value ($000) $10,845 Shares 57,000 Est. Cost $206.66 Unrealized +5.0%
MSFT MICROSOFT CORP 1.6%
Value ($000) $10,548 Shares 28,098 Est. Cost $422.35 Unrealized -4.1%
HYBL SSGA ACTIVE TR 1.5%
Value ($000) $9,732 Shares 346,103 Est. Cost $28.54 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $8,421 Shares 70,809 Est. Cost $112.36 Unrealized -4.6%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $7,847 Shares 72,405 Est. Cost $137.79 Unrealized -8.0%
AFL AFLAC INC 1.1%
Value ($000) $7,116 Shares 64,000 Est. Cost $106.42 Unrealized -2.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $5,713 Shares 99,974 Est. Cost $57.82 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value ($000) $5,580 Shares 11,900 Est. Cost $529.65 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $5,366 Shares 34,700 Est. Cost $174.14 Unrealized +3.8%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $5,274 Shares 10,070 Est. Cost $552.89 Unrealized -9.7%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $5,233 Shares 44,000 Est. Cost $112.36 Unrealized -4.6%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $4,971 Shares 10,600 Est. Cost $529.65 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $4,772 Shares 18,415 Est. Cost $326.64 Unrealized +2.0%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $4,672 Shares 4,940 Est. Cost $925.02 Unrealized +4.9%
GOOG ALPHABET INC 0.6%
Value ($000) $4,169 Shares 26,684 Est. Cost $179.98 Unrealized +1.4%
MSFT MICROSOFT CORP 0.6%
Value ($000) $4,054 Shares 10,800 Est. Cost $422.35 Unrealized -4.1%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $3,978 Shares 36,700 Est. Cost $137.79 Unrealized -8.0%
V VISA INC 0.6%
Value ($000) $3,621 Shares 10,331 Est. Cost $327.65 Unrealized +2.6%
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $3,387 Shares 66,891 Est. Cost $50.54 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $3,318 Shares 15,837 Est. Cost $180.55 Unrealized +4.9%
GSY INVESCO ACTIVELY MANAGED EXC 0.5%
Value ($000) $3,230 Shares 64,440 Est. Cost $50.08 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $3,083 Shares 5,349 Est. Cost $586.23 Unrealized +9.7%
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $2,920 Shares 48,805 Est. Cost $59.94 Unrealized
PULS PGIM ETF TR 0.4%
Value ($000) $2,836 Shares 57,037 Est. Cost $49.73 Unrealized
YMAX TIDAL TR II 0.4%
Value ($000) $2,601 Shares 194,719 Est. Cost $16.89 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,449 Shares 16,775 Est. Cost $146.01 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $2,449 Shares 15,838 Est. Cost $174.14 Unrealized +3.8%
SPYT TIDAL TR II 0.3%
Value ($000) $2,283 Shares 129,937 Est. Cost $19.70 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $2,248 Shares 43,414 Est. Cost $51.78 Unrealized
THTA TIDAL ETF TR 0.3%
Value ($000) $2,094 Shares 111,479 Est. Cost $19.07 Unrealized
MCK MCKESSON CORP 0.3%
Value ($000) $2,083 Shares 3,095 Est. Cost $557.26 Unrealized +10.5%
WMT WALMART INC 0.3%
Value ($000) $1,968 Shares 22,415 Est. Cost $85.91 Unrealized +8.2%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $1,890 Shares 11,821 Est. Cost $170.91 Unrealized -8.1%
GLD SPDR GOLD TR 0.3%
Value ($000) $1,844 Shares 6,399 Est. Cost $288.14 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,837 Shares 10,766 Est. Cost $188.91 Unrealized -2.1%
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,822 Shares 13,902 Est. Cost $136.92 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,775 Shares 10,400 Est. Cost $188.91 Unrealized -2.1%
COWZ PACER FDS TR 0.3%
Value ($000) $1,748 Shares 31,917 Est. Cost $57.22 Unrealized
INTU INTUIT 0.3%
Value ($000) $1,726 Shares 2,811 Est. Cost $617.66 Unrealized -3.3%
ANET ARISTA NETWORKS INC 0.3%
Value ($000) $1,699 Shares 21,931 Est. Cost $102.49 Unrealized -1.1%
IVV ISHARES TR 0.3%
Value ($000) $1,679 Shares 2,988 Est. Cost $610.89 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,665 Shares 6,789 Est. Cost $235.05 Unrealized +6.7%
SCHV SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,663 Shares 62,582 Est. Cost $26.58 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,632 Shares 3,481 Est. Cost $529.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,624 Shares 3,049 Est. Cost $465.00 Unrealized +4.5%
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $1,533 Shares 1,108 Est. Cost $1235.12 Unrealized +1.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,501 Shares 3,031 Est. Cost $529.36 Unrealized +4.5%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $1,436 Shares 19,715 Est. Cost $71.88 Unrealized +0.2%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,414 Shares 1,712 Est. Cost $821.14 Unrealized +0.7%
USB US BANCORP DEL 0.2%
Value ($000) $1,401 Shares 33,193 Est. Cost $46.63 Unrealized -5.2%
USB US BANCORP DEL 0.2%
Value ($000) $1,376 Shares 32,600 Est. Cost $46.63 Unrealized -5.2%
SSO PROSHARES TR 0.2%
Value ($000) $1,301 Shares 15,718 Est. Cost $82.78 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $1,278 Shares 1,370 Est. Cost $85.17 Unrealized +11.7%
ACWI ISHARES TR 0.2%
Value ($000) $1,257 Shares 10,900 Est. Cost Unrealized
ACWI ISHARES TR 0.2%
Value ($000) $1,257 Shares 10,900 Est. Cost Unrealized
ULST SSGA ACTIVE ETF TR 0.2%
Value ($000) $1,250 Shares 30,747 Est. Cost $40.61 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,224 Shares 17,095 Est. Cost $63.09 Unrealized +3.0%
MLPX GLOBAL X FDS 0.2%
Value ($000) $1,222 Shares 19,146 Est. Cost $64.14 Unrealized
GSST GOLDMAN SACHS ETF TR 0.2%
Value ($000) $1,205 Shares 23,849 Est. Cost $50.50 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $1,199 Shares 3,220 Est. Cost $366.32 Unrealized +2.9%
SPYD SPDR SER TR 0.2%
Value ($000) $1,181 Shares 26,688 Est. Cost $44.01 Unrealized
ICSH ISHARES TR 0.2%
Value ($000) $1,170 Shares 23,083 Est. Cost $50.67 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,083 Shares 38,732 Est. Cost $27.96 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,079 Shares 6,505 Est. Cost $149.62 Unrealized +1.9%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,077 Shares 10,984 Est. Cost $93.94 Unrealized +7.5%
HD HOME DEPOT INC 0.2%
Value ($000) $1,053 Shares 2,873 Est. Cost $395.44 Unrealized -3.7%
PCAR PACCAR INC 0.2%
Value ($000) $1,022 Shares 10,500 Est. Cost $103.86 Unrealized -0.9%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,010 Shares 10,300 Est. Cost $93.94 Unrealized +7.5%
BKUI BNY MELLON ETF TRUST 0.1%
Value ($000) $973 Shares 19,504 Est. Cost $49.87 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $907 Shares 11,700 Est. Cost $102.49 Unrealized -1.1%
ADBE ADOBE INC 0.1%
Value ($000) $811 Shares 2,114 Est. Cost $495.13 Unrealized -13.4%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $808 Shares 11,230 Est. Cost $71.97 Unrealized
BIL SPDR SER TR 0.1%
Value ($000) $766 Shares 8,350 Est. Cost $91.69 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $766 Shares 4,493 Est. Cost $165.73 Unrealized -1.1%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $727 Shares 1,960 Est. Cost $424.05 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $697 Shares 5,710 Est. Cost $132.10 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $688 Shares 2,087 Est. Cost $381.74 Unrealized -7.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $684 Shares 6,107 Est. Cost $87.00 Unrealized +15.5%
QQQT TIDAL TR II 0.1%
Value ($000) $680 Shares 40,883 Est. Cost $19.44 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $644 Shares 9,787 Est. Cost $65.76 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $602 Shares 1,434 Est. Cost $419.88 Unrealized
KR KROGER CO 0.1%
Value ($000) $596 Shares 8,809 Est. Cost $57.34 Unrealized +8.6%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $584 Shares 6,916 Est. Cost $58.25 Unrealized +50.8%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $574 Shares 16,805 Est. Cost $33.57 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $557 Shares 3,329 Est. Cost $182.87 Unrealized +14.7%
JPSE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $499 Shares 11,447 Est. Cost $47.95 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $495 Shares 622 Est. Cost $196.57 Unrealized -1.9%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $468 Shares 1,622 Est. Cost $301.44 Unrealized +5.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $464 Shares 2,774 Est. Cost $145.56 Unrealized +3.4%
ABT ABBOTT LABS 0.1%
Value ($000) $461 Shares 3,475 Est. Cost $113.64 Unrealized +10.4%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $450 Shares 33,041 Est. Cost $13.52 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $408 Shares 1,713 Est. Cost $269.39 Unrealized 0.0%
SYLD CAMBRIA ETF TR 0.1%
Value ($000) $408 Shares 6,388 Est. Cost $70.09 Unrealized
SDTY TIDAL TR II 0.1%
Value ($000) $361 Shares 7,966 Est. Cost $45.29 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $360 Shares 1,698 Est. Cost $203.50 Unrealized -2.5%
SOXY TIDAL TR II 0.1%
Value ($000) $350 Shares 8,203 Est. Cost $50.55 Unrealized
GIAX TIDAL TR II 0.1%
Value ($000) $336 Shares 20,479 Est. Cost $16.40 Unrealized
TECL DIREXION SHS ETF TR 0.0%
Value ($000) $310 Shares 5,300 Est. Cost $58.56 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $310 Shares 6,166 Est. Cost $50.45 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $298 Shares 2,042 Est. Cost $140.81 Unrealized +20.5%
YQQQ TIDAL TR II 0.0%
Value ($000) $296 Shares 16,702 Est. Cost $16.59 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $290 Shares 5,828 Est. Cost $50.85 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $288 Shares 1,432 Est. Cost $219.61 Unrealized
TIDAL TR II 0.0%
Value ($000) $260 Shares 12,785 Est. Cost $27.94 Unrealized
YFYA LISTED FD TR 0.0%
Value ($000) $257 Shares 25,790 Est. Cost $9.95 Unrealized
NFLY TIDAL TR II 0.0%
Value ($000) $250 Shares 14,912 Est. Cost $18.80 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $244 Shares 1,224 Est. Cost $227.14 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $241 Shares 2,195 Est. Cost $122.11 Unrealized -7.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $241 Shares 440 Est. Cost $514.68 Unrealized +5.3%
WTMF WISDOMTREE TR 0.0%
Value ($000) $237 Shares 6,938 Est. Cost $34.13 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $232 Shares 3,163 Est. Cost $65.65 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $219 Shares 4,407 Est. Cost $51.41 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $213 Shares 2,357 Est. Cost $90.53 Unrealized
FIAX TIDAL TR II 0.0%
Value ($000) $212 Shares 11,489 Est. Cost $19.20 Unrealized
SPTI SPDR SER TR 0.0%
Value ($000) $212 Shares 7,408 Est. Cost $28.58 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $209 Shares 4,094 Est. Cost $52.56 Unrealized
JPO TIDAL TR II 0.0%
Value ($000) $207 Shares 12,656 Est. Cost $19.15 Unrealized
GDXY TIDAL TR II 0.0%
Value ($000) $207 Shares 12,868 Est. Cost $15.45 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $204 Shares 4,357 Est. Cost $59.70 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $204 Shares 396 Est. Cost $513.91 Unrealized
NVDY TIDAL TR II 0.0%
Value ($000) $171 Shares 11,111 Est. Cost $23.07 Unrealized
APLY TIDAL TR II 0.0%
Value ($000) $170 Shares 11,229 Est. Cost $15.85 Unrealized
TIDAL TR II 0.0%
Value ($000) $169 Shares 20,534 Est. Cost $12.29 Unrealized
TIDAL TR II 0.0%
Value ($000) $90 Shares 14,947 Est. Cost $8.44 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $60 Shares 10,100 Est. Cost $6.48 Unrealized -4.8%
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $19 Shares 37,600 Est. Cost $0.23 Unrealized +82.1%