ZEGA INVESTMENTS, LLC

PrivateCIK: 2045703
Location

PALM BEACH GARDENS, FL

216
Positions
$973.03M
Total AUM (reported)
8.27M
Total Shares

Allocation by class

TOTAL AUM$973.03M216 positions
COM$485.48M49.9%
TR UNIT$233.89M24.0%
ST STR BLACK ETF$54.04M5.6%
ZEGA BUY HED ETF$23.60M2.4%
CL A$18.40M1.9%
UNIT SER 1$17.95M1.8%
CAP STK CL A$11.91M1.2%

Portfolio Concentration

Top 343.1%4–1021.8%11–2513.8%Rest21.3%TOP 1064.9%0%100%
Top 3$418.90M43.1%
4–10$212.48M21.8%
11–25$134.11M13.8%
Rest$207.54M21.3%

Top 3 weight

43.1%

Top 10 weight

64.9%

Voting Authority Distribution

Total shares with voting rights: 8.27M

Sole

Full voting authority

21.23K

shares

% of voting shares0.3%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

8.25M

shares

% of voting shares99.7%

Investment Discretion (by position count)

Sole216
Shared0
Other0
Dominant voting typeNone · 99.7% of voting shares
Institutional Holdings216
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares313.20K
TypeSH
Market value$233.89M
24.04%
Sole
0.00
Shared
0.00
None
313.20K

APPLE INC

SOLE
COM
Shares444.20K
TypeSH
Market value$128.53M
13.21%
Sole
0.00
Shared
0.00
None
444.20K

NVIDIA CORPORATION

SOLE
COM
Shares282.28K
TypeSH
Market value$56.48M
5.80%
Sole
0.00
Shared
0.00
None
282.28K

SSGA ACTIVE TR

SOLE
ST STR BLACK ETF
Shares1.93M
TypeSH
Market value$54.04M
5.55%
Sole
0.00
Shared
0.00
None
1.93M

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares47.86K
TypeSH
Market value$44.77M
4.60%
Sole
0.00
Shared
0.00
None
47.86K

AMAZON COM INC

SOLE
COM
Shares137.67K
TypeSH
Market value$32.81M
3.37%
Sole
0.00
Shared
0.00
None
137.67K

TIDAL TRUST I

SOLE
ZEGA BUY HED ETF
Shares1M
TypeSH
Market value$23.60M
2.43%
Sole
0.00
Shared
0.00
None
1M

MICROSOFT CORP

SOLE
COM
Shares56.05K
TypeSH
Market value$20.91M
2.15%
Sole
0.00
Shared
0.00
None
56.05K

TESLA INC

SOLE
COM
Shares43.75K
TypeSH
Market value$18.40M
1.89%
Sole
0.00
Shared
0.00
None
43.75K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares24.38K
TypeSH
Market value$17.95M
1.85%
Sole
0.00
Shared
0.00
None
24.38K

AFLAC INC

SOLE
COM
Shares127.49K
TypeSH
Market value$14.95M
1.54%
Sole
0.00
Shared
0.00
None
127.49K

META PLATFORMS INC

SOLE
CL A
Shares22.45K
TypeSH
Market value$12.64M
1.30%
Sole
0.00
Shared
0.00
None
22.45K

MICRON TECHNOLOGY INC

SOLE
COM
Shares10.85K
TypeSH
Market value$12.52M
1.29%
Sole
0.00
Shared
0.00
None
10.85K

ABBVIE INC

SOLE
COM
Shares49.21K
TypeSH
Market value$12.38M
1.27%
Sole
0.00
Shared
0.00
None
49.21K

ALPHABET INC

SOLE
CAP STK CL A
Shares33.33K
TypeSH
Market value$11.91M
1.22%
Sole
0.00
Shared
0.00
None
33.33K

EXXON MOBIL CORP

SOLE
COM
Shares135.59K
TypeSH
Market value$9.73M
1.00%
Sole
0.00
Shared
0.00
None
135.59K

ELI LILLY & CO

SOLE
COM
Shares7.63K
TypeSH
Market value$9.16M
0.94%
Sole
0.00
Shared
0.00
None
7.63K

SPDR SERIES TRUST

SOLE
ST TERM HIGH ETF
Shares333.27K
TypeSH
Market value$8.34M
0.86%
Sole
0.00
Shared
0.00
None
333.27K

SSGA ACTIVE ETF TR

SOLE
ST STR BL LN ETF
Shares199.82K
TypeSH
Market value$8.05M
0.83%
Sole
0.00
Shared
0.00
None
199.82K

GRANITESHARES ETF TR

SOLE
2X LONG NVDA ETF
Shares207.50K
TypeSH
Market value$6.19M
0.64%
Sole
0.00
Shared
0.00
None
207.50K

SPDR GOLD TR

SOLE
GOLD SHS
Shares16.01K
TypeSH
Market value$5.90M
0.61%
Sole
0.00
Shared
0.00
None
16.01K

CATERPILLAR INC

SOLE
COM
Shares5.35K
TypeSH
Market value$5.70M
0.59%
Sole
0.00
Shared
0.00
None
5.35K

WALMART INC

SOLE
COM
Shares50.20K
TypeSH
Market value$5.69M
0.58%
Sole
0.00
Shared
0.00
None
50.20K

NORFOLK SOUTHN CORP

SOLE
COM
Shares17.84K
TypeSH
Market value$5.61M
0.58%
Sole
0.00
Shared
0.00
None
17.84K

UNITEDHEALTH GROUP INC

SOLE
COM
Shares12.84K
TypeSH
Market value$5.34M
0.55%
Sole
0.00
Shared
0.00
None
12.84K
Page 1 of 9