Fund HoldingsCHELSEA COUNSEL CO

Total Portfolio Value
$202.93M
Total Bought
$3.37M
Total Sold
$14.82M
Net Transaction
-$11.44M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)100,92499,183-1,74121,25723,11011.39%+1,853
AGNICO EAGLE MINES LTD(AEM)76,12973,384-2,7454,9795,9122.91%+933
ELI LILLY & CO(LLY)4301,430+1,0003891,2670.62%+878
VANGUARD WHITEHALL FDS085,650+85,650010,9805.41%+10,980
QUANTA SVCS INC019,128+19,12805,7032.81%+5,703
PAYPAL HLDGS INC(PYPL)030,573+30,57302,3861.18%+2,386
ASML HOLDING N V
N Y REGISTRY SHS
0500+50004170.21%+417
TC ENERGY CORP(TRP)043,150+43,15002,0811.03%+2,081
GE AEROSPACE(GE)9,0409,440+4001,4371,7830.88%+346
RTX CORPORATION(RTX)025,450+25,45003,0841.52%+3,084
CORNING INC(GLW)76,77173,306-3,4652,9833,3101.63%+327
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
039,150+39,15001,3720.68%+1,372
NEWMONT CORP(NEM)21,29521,240-558921,1350.56%+244
VANECK ETF TRUST
JUNIOR GOLD MINE
36,08036,08001,5201,7610.87%+241
BERKSHIRE HATHAWAY INC DEL03+302,0741.02%+2,074
JOHNSON & JOHNSON(JNJ)023,624+23,62403,8291.89%+3,829
ABBOTT LABS021,811+21,81102,4871.23%+2,487
PPL CORP(PPL)37,95037,95001,0591,2650.62%+206
ALTRIA GROUP INC(MO)18,83520,300+1,4658761,0560.52%+179
PROCTER AND GAMBLE CO(PG)20,30620,326+203,3493,5201.73%+172
GENERAL MLS INC(GIS)014,600+14,60001,0780.53%+1,078
ISHARES SILVER TR(SLV)84,00084,00002,2322,3861.18%+155
WEC ENERGY GROUP INC(WEC)08,672+8,67208340.41%+834
GOLDMAN SACHS GROUP INC(GS)75375+300341860.09%+152
BARRICK GOLD CORP42,38342,973+5907078550.42%+148
AIR PRODS & CHEMS INC3,3273,377+508591,0050.50%+147
SANOFI(SNY)15,91015,860-507729140.45%+142
NETFLIX INC(NFLX)0200+20001420.07%+142
NORTHROP GRUMMAN CORP(NOC)01,446+1,44607640.38%+764
VERIZON COMMUNICATIONS INC(VZ)31,02031,420+4001,2791,4110.70%+132
LOCKHEED MARTIN CORP(LMT)1,0571,05704946180.30%+124
INTERNATIONAL BUSINESS MACHS(IBM)02,055+2,05504540.22%+454
KIMBERLY-CLARK CORP(KMB)12,57012,870+3001,7521,8470.91%+94
COLGATE PALMOLIVE CO(CL)5,0005,500+5004855710.28%+86
DUKE ENERGY CORP NEW(DUK)2,3512,701+3502363110.15%+76
SOUTHERN CO(SO)2,2552,755+5001752480.12%+74
PORTLAND GEN ELEC CO(POR)15,30015,30006697410.36%+71
GSK PLC(GSK)029,360+29,36001,2120.60%+1,212
NEXTERA ENERGY INC(NEE)4,9204,92003484160.20%+68
TECK RESOURCES LTD(TECK)13,97513,97506697300.36%+61
PINNACLE WEST CAP CORP(PNW)4,9394,93903774380.22%+60
KENVUE INC(KVUE)022,558+22,55805220.26%+522
BERKSHIRE HATHAWAY INC DEL0939+93904320.21%+432
NATIONAL HEALTH INVS INC(NHI)3,0003,00002062550.13%+49
SPDR DOW JONES INDL AVERAGE(DIA)01,500+1,50006370.31%+637
AMERICAN ELEC PWR CO INC7601,110+350671140.06%+47
MEDTRONIC PLC(MDT)0500+5000450.02%+45
SPDR GOLD TR(GLD)1,6001,60003443890.19%+45
BROOKFIELD INFRASTRUCTURE CO(BIPC)04,350+4,35001890.09%+189
KINDER MORGAN INC DEL(KMI)17,47517,47503473860.19%+39
CORTEVA INC(CTVA)07,150+7,15004200.21%+420
GENERAL DYNAMICS CORP(GD)2,5852,58507507810.38%+31
MPLX LP(MPLX)15,00015,00006396670.33%+28
GLOBAL X FDS01,500+1,5000280.01%+28
IMPERIAL OIL LTD(IMO)011,839+11,83908390.41%+839
AVISTA CORP(AVA)5,8005,80002012250.11%+24
WILLIAMS COS INC(WMB)7,5007,50003193420.17%+24
SOLVENTUM CORP(SOLV)1,3181,316-270920.05%+22
EATON CORP PLC(ETN)170220+5053730.04%+20
PALANTIR TECHNOLOGIES INC(PLTR)1,5501,550039580.03%+18
ONEOK INC NEW(OKE)01,885+1,88501720.08%+172
TAIWAN SEMICONDUCTOR MFG LTD(TSM)400500+10070870.04%+17
PFIZER INC(PFE)025,870+25,87007490.37%+749
FREEPORT-MCMORAN INC(FCX)11,05011,05005375520.27%+15
FRANCO NEV CORP(FNV)02,480+2,48003080.15%+308
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
04,980+4,98002960.15%+296
CISCO SYS INC(CSCO)02,438+2,43801300.06%+130
FIVERR INTL LTD5,6755,67501331470.07%+14
ECOLAB INC(ECL)78078001861990.10%+14
COCA COLA CO(KO)3,7003,450-2502372500.12%+12
NXP SEMICONDUCTORS N V
COM
225300+7561720.04%+12
ORACLE CORP(ORCL)400400056680.03%+12
CATERPILLAR INC(CAT)0200+2000780.04%+78
CONSOLIDATED EDISON INC(ED)0730+7300760.04%+76
GALLAGHER ARTHUR J & CO(AJG)47547501231340.07%+10
EMCOR GROUP INC(EME)150150055650.03%+10
SPDR S&P 500 ETF TR(SPY)31031001691780.09%+9
PAN AMERN SILVER CORP(PAAS)8,8548,85401761850.09%+9
FLAHERTY & CRUMRINE PFD SECS04,900+4,9000800.04%+80
AMERICAN EXPRESS CO(AXP)0200+2000540.03%+54
DEERE & CO(DE)0150+1500630.03%+63
VANGUARD INDEX FDS22822801141210.06%+6
MCDONALDS CORP(MCD)0125+1250380.02%+38
PHILIP MORRIS INTL INC(PM)300300031370.02%+6
NEWELL BRANDS INC(NWL)04,600+4,6000350.02%+35
BAXTER INTL INC01,280+1,2800490.02%+49
PEPSICO INC(PEP)01,750+1,75002980.15%+298
NIKE INC(NKE)0350+3500310.02%+31
CSX CORP(CSX)04,100+4,10001420.07%+142
TEXAS INSTRS INC(TXN)365365071750.04%+4
TESLA INC(TSLA)067+670180.01%+18
UNION PAC CORP(UNP)0210+2100520.03%+52
SCHWAB STRATEGIC TR050+50040.00%+4
UNILEVER PLC(UL)0400+4000260.01%+26
MARSH & MCLENNAN COS INC(MRSH)0300+3000670.03%+67
NATIONAL FUEL GAS CO(NFG)0450+4500270.01%+27
GLOBAL X FDS
NASDAQ 100 COVER
013,800+13,80002490.12%+249
SPOTIFY TECHNOLOGY S A(SPOT)4040013150.01%+2
OMEGA HEALTHCARE INVS INC(OHI)333333011140.01%+2
HARTFORD FINL SVCS GROUP INC(HIG)0115+1150140.01%+14
Page 1 of 1