Zega Investments, LLC Incresed Positions in Q3 2025

Zega Investments, LLC

  • $747 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.35K
+ 1.65%
$202.38 - $256.87 $881K - $1.12M
269K $68.4B
NVDA
Nvidia Corp

Technology
35.5K
+ 36.62%
$153.3 - $186.58 $5.44M - $6.62M
132K $24.7B
COST
Costco Wholesale Corp

Consumer Defensive
7.24K
+ 135.0%
$915.95 - $994.57 $6.63M - $7.2M
12.6K $11.7B
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
131K
+ 20.27%
$21.26 - $22.78 $2.79M - $2.99M
779K $17.7B
ABBV
Abb Vie Inc.

Healthcare
11.2K
+ 77.73%
$184.85 - $231.54 $2.06M - $2.58M
25.5K $5.91B
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
92.4K
+ 7.78%
$28.34 - $28.67 $2.62M - $2.65M
1.28M $36.7B
JPM
Jpmorgan Chase & CO

Financial Services
7.34K
+ 95.36%
$282.78 - $316.06 $2.08M - $2.32M
15K $4.74B
MSFT
Microsoft Corp

Technology
3.11K
+ 10.03%
$491.09 - $535.64 $1.53M - $1.66M
34.1K $17.6B
PLTR
Palantir Technologies Inc.

Technology
8.63K
+ 125.04%
$130.68 - $186.97 $1.13M - $1.61M
15.5K $2.83B
GOOGL
Alphabet Inc.

Communication Services
4.98K
+ 70.43%
$174.36 - $254.72 $867K - $1.27M
12K $2.93B
CAT
Caterpillar Inc

Industrials
2.51K
+ 149.64%
$390.92 - $477.15 $980K - $1.2M
4.18K $2B
AVGO
Broadcom Inc.

Technology
3.34K
+ 160.24%
$264.74 - $369.57 $884K - $1.23M
5.43K $1.79B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
41.9K
+ 361.12%
$28.38 - $29.05 $1.19M - $1.22M
53.4K $1.54B
MAR
Marriott International Inc

Consumer Cyclical
3.98K
+ 233.26%
$255.35 - $282.87 $1.02M - $1.13M
5.69K $1.48B
Arista Networks Inc
5.19K
+ 133.27%
N/A
9.08K $1.32B
HD
Home Depot, Inc.

Consumer Cyclical
1.43K
+ 25.35%
$357.4 - $423.42 $511K - $605K
7.07K $2.86B
XOM
Exxon Mobil Corp

Energy
2.93K
+ 4.14%
$105.83 - $117.22 $310K - $343K
73.6K $8.3B
MSTR
Microstrategy Inc

Technology
3.08K
+ 54.19%
$300.7 - $455.9 $927K - $1.41M
8.77K $2.83B
MCD
Mcdonalds Corp

Consumer Cyclical
1.45K
+ 96.28%
$291.67 - $316.99 $422K - $459K
2.95K $897M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.66K
+ 11.33%
$91.44 - $91.77 $426K - $428K
45.8K $4.2B
Tidal Trust Ii
3.48K
+ 31.35%
N/A
14.6K $822M
SRLN
Ssga Active Trust

ETFs
5.47K
+ 1.56%
$41.28 - $41.65 $226K - $228K
357K $14.9B
JNJ
Johnson & Johnson

Healthcare
38
+ 0.6%
$155.17 - $185.42 $5.9K - $7.05K
6.32K $1.17B
Tidal Trust Ii
6.53K
+ 4.09%
N/A
166K $3.07B
QQQ
Invesco Qqq Trust, Series 1

ETFs
190
+ 18.94%
$546.99 - $602.2 $104K - $114K
1.19K $716M
PG
Procter & Gamble CO

Consumer Defensive
982
+ 22.24%
$150.47 - $161.22 $148K - $158K
5.4K $829M
VTI
Vanguard Total Stock Market Et

ETFs
176
+ 6.67%
$303.93 - $329.86 $53.5K - $58.1K
2.82K $924M
MCK
Mckesson Corp

Healthcare
4
+ 0.13%
$659.01 - $772.54 $2.64K - $3.09K
2.97K $2.3B
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.05%
$94.4 - $104.27 $1.13K - $1.25K
22.2K $2.29B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
297
+ 2.02%
$72.65 - $78.68 $21.6K - $23.4K
15K $1.17B
ITOT
Ishares Core S&P Total U.S. St

ETFs
332
+ 6.19%
$135.0 - $146.02 $44.8K - $48.5K
5.69K $829M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
66
+ 1.84%
$459.11 - $506.91 $30.3K - $33.5K
3.66K $1.84B
PEP
Pepsico Inc

Consumer Defensive
13
+ 0.16%
$133.81 - $152.16 $1.74K - $1.98K
8.19K $1.15B
Tidal Trust Ii
3.4K
+ 28.55%
N/A
15.3K $265M
Tidal Trust Ii
613
+ 3.88%
N/A
16.4K $290M
Tidal Trust Ii
956
+ 11.3%
N/A
9.42K $431M
MGC
Vanguard Mega Cap ETF

ETFs
109
+ 9.28%
$224.2 - $245.55 $24.4K - $26.8K
1.28K $313M
Tidal Trust Ii
2.74K
+ 11.8%
N/A
26K $453M
IWM
Ishares Russell 2000 ETF

ETFs
35
+ 2.93%
$214.92 - $244.84 $7.52K - $8.57K
1.23K $297M
WFC
Wells Fargo & Company

Financial Services
7
+ 0.09%
$77.05 - $85.16 $539 - $596
7.63K $640M
Tidal Trust Ii
15K
+ 81.24%
N/A
33.5K $91.5M
EPD
Enterprise Products Partners L.P.

Energy
265
+ 1.08%
$30.74 - $32.14 $8.15K - $8.52K
24.8K $776M
Tidal Trust Ii
5.2K
+ 47.12%
N/A
16.2K $96M
MA
Mastercard Inc

Financial Services
6
+ 1.36%
$550.18 - $598.96 $3.3K - $3.59K
446 $254M
SHEL
Shell PLC

Energy
21
+ 0.66%
$69.82 - $73.93 $1.47K - $1.55K
3.2K $229M
GILD
Gilead Sciences, Inc.

Healthcare
16
+ 0.26%
$108.22 - $120.47 $1.73K - $1.93K
6.12K $680M
Tidal Trust Ii
10.3K
+ 50.76%
N/A
30.6K $95.2M
LLY
Eli Lilly & CO

Healthcare
132
+ 2.04%
$625.65 - $812.69 $82.6K - $107K
6.61K $5.04B
ITRI
Itron, Inc.

Technology
3
+ 0.09%
$117.47 - $138.42 $352 - $415
3.25K $404M
Activity Summary
Buys All Purchases 96 New Holdings 40 Increased Positions 56 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 13 Puts 3
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