Vivaldi Capital Management LP Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$666.1B

Holdings

296

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (296 positions)

#StockSharesValue% PortfolioType
101
ABTABBOTT LABS
8,638$1.2B0.18%
102
NFLXNETFLIX INC
856$1.1B0.17%
103
VWOVANGUARD INTL EQUITY INDEX F
22,803$1.1B0.17%
104
AOMRANGEL OAK MORTGAGE REIT INC
116,379$1.1B0.16%
105
VFHVANGUARD WORLD FD
8,580$1.1B0.16%
106
TMOTHERMO FISHER SCIENTIFIC INC
2,448$992.6M0.15%
107
MSIMOTOROLA SOLUTIONS INC
2,340$984.0M0.15%
108
ABNBAIRBNB INC
7,207$953.8M0.14%
109
XLFSELECT SECTOR SPDR TR
18,184$952.3M0.14%
110
EEMAISHARES INC
11,327$935.0M0.14%
111
VGTVANGUARD WORLD FD
1,371$909.4M0.14%
112
IWMISHARES TR
4,209$908.2M0.14%
113
ARKBARK 21SHARES BITCOIN ETF
25,086$897.8M0.13%
114
UTGREAVES UTIL INCOME FD
24,350$881.0M0.13%
115
IWFISHARES TR
2,045$868.4M0.13%
116
PRAAPRA GROUP INC
58,636$864.9M0.13%
117
XOMEXXON MOBIL CORP
7,944$856.4M0.13%
118
CSCOCISCO SYS INC
11,879$824.2M0.12%
119
OEFISHARES TR
2,590$788.3M0.12%
120
IYHISHARES TR
13,762$777.3M0.12%
121
XLVSELECT SECTOR SPDR TR
5,640$760.3M0.11%
122
EFAISHARES TR
8,489$758.9M0.11%
123
UNHUNITEDHEALTH GROUP INC
2,396$747.5M0.11%
124
BRK-BBERKSHIRE HATHAWAY INC DEL
1$728.8M0.11%
125
DWDMORGAN STANLEY
5,127$722.2M0.11%
126
XLISELECT SECTOR SPDR TR
4,856$716.4M0.11%
127
CMECME GROUP INC
2,574$709.4M0.11%
128
MRKMERCK & CO INC
8,819$698.1M0.10%
129
KOCOCA COLA CO
9,569$677.0M0.10%
130
NDQINVESCO QQQ TR
1,219$672.5M0.10%
131
IWDISHARES TR
3,315$643.9M0.10%
132
GTLBGITLAB INC
14,192$640.2M0.10%
133
EEMISHARES TR
13,118$632.8M0.10%
134
EWJISHARES INC
8,388$628.8M0.09%
135
XLUSELECT SECTOR SPDR TR
7,651$624.8M0.09%
136
GRIDFIRST TR EXCHANGE TRADED FD
4,337$602.9M0.09%
137
USBUS BANCORP DEL
13,186$596.7M0.09%
138
NTRSNORTHERN TR CORP
4,653$590.0M0.09%
139
IYJISHARES TR
4,132$588.0M0.09%
140
UBERUBER TECHNOLOGIES INC
6,202$578.6M0.09%
141
TJXTJX COS INC NEW
4,582$565.8M0.08%
142
NOWSERVICENOW INC
550$565.4M0.08%
143
DISDISNEY WALT CO
4,445$551.2M0.08%
144
VBRVANGUARD INDEX FDS
2,825$550.9M0.08%
145
MCDMCDONALDS CORP
1,883$550.2M0.08%
146
VOXVANGUARD WORLD FD
3,194$546.3M0.08%
147
CEGCONSTELLATION ENERGY CORP
1,673$540.0M0.08%
148
UNPUNION PAC CORP
2,345$539.5M0.08%
149
IYCISHARES TR
5,377$535.8M0.08%
150
NEENEXTERA ENERGY INC
7,653$531.3M0.08%
151
FNDXSCHWAB STRATEGIC TR
21,630$530.8M0.08%
152
XTISHARES TR
8,034$524.2M0.08%
153
JNJJOHNSON & JOHNSON
3,391$518.0M0.08%
154
FEZSPDR INDEX SHS FDS
8,664$517.5M0.08%
155
CIBRFIRST TR EXCHANGE TRADED FD
6,835$516.6M0.08%
156
RTXRTX CORPORATION
3,524$514.5M0.08%
157
SKYYFIRST TR EXCHANGE TRADED FD
4,092$497.8M0.07%
158
EBIZGLOBAL X FDS
16,241$497.0M0.07%
159
JEPIJ P MORGAN EXCHANGE TRADED F
8,645$491.5M0.07%
160
MAMASTERCARD INCORPORATED
862$484.4M0.07%
161
APOAPOLLO GLOBAL MGMT INC
3,410$483.8M0.07%
162
XBFZXBLACKROCK CALIF MUN INCOME T
44,342$479.3M0.07%
163
ROBTFIRST TR EXCHANGE TRADED FD
9,854$475.9M0.07%
164
MOALTRIA GROUP INC
8,059$472.5M0.07%
165
AAXJISHARES TR
5,706$471.4M0.07%
166
DONSPDR DOW JONES INDL AVERAGE
1,065$469.3M0.07%
167
GDXVANECK ETF TRUST
8,856$461.0M0.07%
168
IJHISHARES TR
7,344$455.5M0.07%
169
DFUVDIMENSIONAL ETF TRUST
10,456$442.1M0.07%
170
VDCVANGUARD WORLD FD
2,016$441.5M0.07%
171
RDDTREDDIT INC
2,869$432.0M0.06%
172
XLESELECT SECTOR SPDR TR
5,078$430.7M0.06%
173
4I1PHILIP MORRIS INTL INC
2,309$420.5M0.06%
174
BACBANK AMERICA CORP
8,819$417.3M0.06%
175
SHYGISHARES TR
9,657$416.6M0.06%
176
BRBROADRIDGE FINL SOLUTIONS IN
1,714$416.6M0.06%
177
VUGVANGUARD INDEX FDS
946$414.7M0.06%
178
CMICUMMINS INC
1,253$410.4M0.06%
179
IGMISHARES TR
3,595$403.9M0.06%
180
PHPARKER-HANNIFIN CORP
575$401.6M0.06%
181
TXNTEXAS INSTRS INC
1,921$398.8M0.06%
182
XEVMXEATON VANCE CALIF MUN BD FD
44,644$398.2M0.06%
183
IYEISHARES TR
8,759$396.1M0.06%
184
BACVERIZON COMMUNICATIONS INC
8,993$389.1M0.06%
185
EWUISHARES TR
9,714$385.8M0.06%
186
HYGISHARES TR
4,767$384.5M0.06%
187
CEVEATON VANCE CALIF MUN INCOM
39,574$383.3M0.06%
188
PECOPHILLIPS EDISON & CO INC
10,790$378.0M0.06%
189
BIPBROOKFIELD INFRAST PARTNERS
11,250$376.9M0.06%
190
WYWEYERHAEUSER CO MTN BE
14,510$372.8M0.06%
191
AXPAMERICAN EXPRESS CO
1,164$371.3M0.06%
192
LRCXLAM RESEARCH CORP
3,763$366.3M0.05%
193
ARKKARK ETF TR
5,210$366.2M0.05%
194
AMDADVANCED MICRO DEVICES INC
2,576$365.5M0.05%
195
VCVINVESCO CALIF VALUE MUN INCO
35,209$365.1M0.05%
196
PHPNGALECTIN THERAPEUTICS INC
172,443$363.9M0.05%
197
NSCNORFOLK SOUTHN CORP
1,418$363.0M0.05%
198
IEMGISHARES INC
6,011$360.8M0.05%
199
ESGUISHARES TR
2,647$358.1M0.05%
200
GBTCGRAYSCALE BITCOIN TRUST ETF
4,173$354.0M0.05%
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