Fund HoldingsCHELSEA COUNSEL CO

Total Portfolio Value
$183.96M
Total Bought
$5.65M
Total Sold
$25.49M
Net Transaction
-$19.84M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AGNICO EAGLE MINES LTD(AEM)069,436+69,43607,5284.09%+7,528
QUALCOMM INC(QCOM)05,518+5,51808480.46%+848
AMGEN INC(AMGN)013,017+13,01704,0552.20%+4,055
MPLX LP(MPLX)15,00025,000+10,0007181,3380.73%+620
HSBC HLDGS PLC(HSBC)010,100+10,10005980.33%+598
NETFLIX INC(NFLX)0600+60005600.30%+560
VANECK ETF TRUST
JUNIOR GOLD MINE
035,830+35,83002,0491.11%+2,049
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)06,270+6,27004800.26%+480
JOHNSON & JOHNSON(JNJ)021,880+21,88003,6291.97%+3,629
ABBOTT LABS021,811+21,81102,8931.57%+2,893
ALLIANCEBERNSTEIN HLDG L P(AB)010,500+10,50004020.22%+402
ISHARES SILVER TR(SLV)084,000+84,00002,6031.42%+2,603
RTX CORPORATION(RTX)024,869+24,86903,2941.79%+3,294
ENERGY TRANSFER L P(ET)020,000+20,00003720.20%+372
EXXON MOBIL CORP055,317+55,31706,5793.58%+6,579
AMERICAN WTR WKS CO INC NEW014,830+14,83002,1881.19%+2,188
GE AEROSPACE(GE)09,440+9,44001,8931.03%+1,893
LAM RESEARCH CORP(LRCX)04,000+4,00002920.16%+292
CACI INTL INC(CACI)0740+74002720.15%+272
EBAY INC.(EBAY)03,420+3,42002320.13%+232
NEWMONT CORP(NEM)018,130+18,13008750.48%+875
ASML HOLDING N V
N Y REGISTRY SHS
0800+80005300.29%+530
ALTRIA GROUP INC(MO)20,46020,835+3751,0911,2720.69%+181
KIMBERLY-CLARK CORP(KMB)012,940+12,94001,8571.01%+1,857
BARRICK GOLD CORP038,125+38,12507410.40%+741
PPL CORP(PPL)037,950+37,95001,3810.75%+1,381
WEC ENERGY GROUP INC(WEC)08,672+8,67209450.51%+945
IMPERIAL OIL LTD(IMO)011,839+11,83908620.47%+862
CHEVRON CORP NEW(CVX)035,884+35,88406,0033.26%+6,003
SANOFI(SNY)014,710+14,71008160.44%+816
FRANCO NEV CORP(FNV)02,178+2,17803430.19%+343
SPDR GOLD TR(GLD)1,6001,60003874610.25%+74
CONOCOPHILLIPS(COP)11,68011,68001,1581,2270.67%+68
INTERNATIONAL BUSINESS MACHS(IBM)02,055+2,05505110.28%+511
PROCTER AND GAMBLE CO(PG)020,261+20,26103,4531.88%+3,453
SHELL PLC(SHEL)05,012+5,01203670.20%+367
PAN AMERN SILVER CORP(PAAS)08,854+8,85402290.12%+229
BERKSHIRE HATHAWAY INC DEL0889+88904730.26%+473
PALANTIR TECHNOLOGIES INC(PLTR)1,0751,530+455811290.07%+48
WILLIAMS COS INC(WMB)7,5007,50004064480.24%+42
PINNACLE WEST CAP CORP(PNW)04,759+4,75904530.25%+453
CORTEVA INC(CTVA)06,750+6,75004250.23%+425
DUKE ENERGY CORP NEW(DUK)02,701+2,70103290.18%+329
SOUTHERN CO(SO)02,855+2,85502630.14%+263
COCA COLA CO(KO)03,450+3,45002490.14%+249
TC ENERGY CORP(TRP)043,150+43,15002,0641.12%+2,064
KENVUE INC(KVUE)020,889+20,88905010.27%+501
NORTHROP GRUMMAN CORP(NOC)01,386+1,38607100.39%+710
AVISTA CORP(AVA)05,800+5,80002430.13%+243
GALLAGHER ARTHUR J & CO(AJG)47547501351640.09%+29
GLOBAL X FDS2,2503,650+1,40041690.04%+28
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0485+4850250.01%+25
FORTUNA MNG CORP(FSM)019,250+19,25001170.06%+117
GENERAL DYNAMICS CORP(GD)02,275+2,27506200.34%+620
AMERICAN ELEC PWR CO INC01,110+1,11001210.07%+121
SOUTH BOW CORP(SOBO)8,6308,63002082250.12%+17
AIR PRODS & CHEMS INC03,232+3,23209530.52%+953
COLGATE PALMOLIVE CO(CL)05,500+5,50005150.28%+515
PORTLAND GEN ELEC CO(POR)015,300+15,30006900.38%+690
ECOLAB INC(ECL)0780+78001980.11%+198
NATIONAL HEALTH INVS INC(NHI)03,000+3,00002240.12%+224
VERTEX PHARMACEUTICALS INC(VRTX)0150+1500730.04%+73
EOG RES INC(EOG)04,290+4,29005500.30%+550
PHILIP MORRIS INTL INC(PM)300300037480.03%+12
SOLVENTUM CORP(SOLV)01,291+1,2910980.05%+98
CONSOLIDATED EDISON INC(ED)0500+5000550.03%+55
MCKESSON CORP(MCK)100100057670.04%+10
MARSH & MCLENNAN COS INC(MRSH)0300+3000730.04%+73
KINDER MORGAN INC DEL(KMI)17,12516,775-3504694790.26%+9
AT&T INC(T)1,6971,697039480.03%+9
NATIONAL FUEL GAS CO(NFG)450450027360.02%+8
ENEL CHILE S.A.(ENIC)20,00020,000058650.04%+8
JPMORGAN CHASE & CO.(JPM)1,3921,39203343410.19%+8
XYLEM INC(XYL)02,195+2,19502620.14%+262
NUTRIEN LTD(NTR)01,470+1,4700740.04%+74
CITIUS PHARMACEUTICALS INC04,626+4,626070.00%+7
DEERE & CO(DE)150150064710.04%+7
BAXTER INTL INC01,280+1,2800440.02%+44
CISCO SYS INC(CSCO)2,4382,43801441500.08%+6
MEDTRONIC PLC(MDT)0500+5000450.02%+45
BP PLC(BP)01,000+1,0000340.02%+34
FLEX LNG LTD(FLNG)047,775+47,77501,0980.60%+1,098
SPOTIFY TECHNOLOGY S A(SPOT)4040018220.01%+4
CENCORA INC6565015180.01%+3
ENTERPRISE PRODS PARTNERS L(EPD)1,2001,200038410.02%+3
ESSENTIAL UTILS INC(WTRG)0900+9000360.02%+36
MCDONALDS CORP(MCD)125125036390.02%+3
ISHARES GOLD TR(IAU)291291014170.01%+3
MOSAIC CO NEW(MOS)01,000+1,0000270.01%+27
HARTFORD INSURANCE GROUP INC(HIG)115115013140.01%+2
UNILEVER PLC(UL)0400+4000240.01%+24
SMUCKER J M CO(SJM)130130014150.01%+1
FLAHERTY & CRUMRINE PFD SECS03,110+3,1100500.03%+50
UNION PAC CORP(UNP)0110+1100260.01%+26
INVESCO EXCH TRADED FD TR II147147010110.01%+1
ENBRIDGE INC(ENB)363363015160.01%+1
TESLA INC(TSLA)67107+4027280.02%+1
VIRTUS TOTAL RETURN FD INC(ZTR)0103+103010.00%+1
MICRON TECHNOLOGY INC(MU)0220+2200190.01%+19
RIO TINTO PLC(RIO)1331330880.00%0
Page 1 of 1