Fund HoldingsCHELSEA COUNSEL CO

Total Portfolio Value
$188.52M
Total Bought
$2.86M
Total Sold
$23.06M
Net Transaction
-$20.20M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)0114,001+114,001021,94911.64%+21,949
MICROSOFT CORP(MSFT)025,338+25,33809,5285.05%+9,528
DEVON ENERGY CORP NEW(DVN)030,860+30,86001,3980.74%+1,398
COSTCO WHSL CORP NEW(COST)10,42510,045-3805,8906,7833.60%+893
GENERAL DYNAMICS CORP(GD)02,225+2,22505780.31%+578
HSBC HLDGS PLC(HSBC)010,025+10,02504060.22%+406
L3HARRIS TECHNOLOGIES INC(LHX)014,283+14,28303,0081.60%+3,008
QUANTA SVCS INC020,640+20,64004,4562.36%+4,456
AGNICO EAGLE MINES LTD(AEM)36,12135,288-8331,6421,9361.03%+294
VANGUARD INDEX FDS04,478+4,47801,9561.04%+1,956
ALPHABET INC(GOOG)54,32052,703-1,6177,1087,3623.91%+254
AMAZON COM INC(AMZN)011,640+11,64001,7690.94%+1,769
ABBOTT LABS022,054+22,05402,4271.29%+2,427
TC ENERGY CORP(TRP)045,700+45,70001,8180.96%+1,818
ALPHABET INC(GOOG)59,51057,080-2,4307,8468,0444.27%+198
RTX CORPORATION(RTX)39,10135,729-3,3722,8143,0061.59%+192
LEIDOS HOLDINGS INC(LDOS)10,94211,079+1371,0081,1990.64%+191
HEXCEL CORP NEW(HXL)040,040+40,04002,9531.57%+2,953
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,4055,40508861,0400.55%+154
CSX CORP(CSX)04,100+4,10001420.08%+142
VENTAS INC(VTR)018,200+18,20009150.49%+915
PPL CORP(PPL)037,950+37,95001,0380.55%+1,038
INTEL CORP(INTC)8,5518,521-303044280.23%+124
TECK RESOURCES LTD(TECK)10,85013,975+3,1254685910.31%+123
ISHARES SILVER TR(SLV)084,000+84,00001,8300.97%+1,830
THERMO FISHER SCIENTIFIC INC(TMO)08,990+8,99004,7752.53%+4,775
BOEING CO(BA)02,160+2,16005630.30%+563
KENVUE INC(KVUE)81,29180,174-1,1171,6321,7260.92%+94
LOCKHEED MARTIN CORP(LMT)02,107+2,10709550.51%+955
AMERICAN WTR WKS CO INC NEW018,015+18,01502,3781.26%+2,378
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
18,50018,50007308170.43%+87
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
039,150+39,15001,2330.65%+1,233
ISHARES TR05,710+5,71007760.41%+776
AMGEN INC(AMGN)14,44513,742-7033,8823,9582.10%+76
VANECK ETF TRUST
JUNIOR GOLD MINE
073,520+73,52002,7871.48%+2,787
MAIN STR CAP CORP(MAIN)8,7809,780+1,0003574230.22%+66
ENEL CHILE S.A.(ENIC)020,000+20,0000650.03%+65
NATIONAL HEALTH INVS INC(NHI)13,35013,35006987580.40%+60
PHILLIPS 66(PSX)7,0906,835-2558529100.48%+58
JPMORGAN CHASE & CO(JPM)2,0192,01902933430.18%+51
INTERNATIONAL BUSINESS MACHS(IBM)2,0552,05502883360.18%+48
NORTHROP GRUMMAN CORP(NOC)01,546+1,54607240.38%+724
XYLEM INC(XYL)01,845+1,84502110.11%+211
CAMECO CORP(CCJ)12,00012,00004765170.27%+42
ROCKWELL AUTOMATION INC(ROK)01,672+1,67205190.28%+519
PRIME MEDICINE INC6005,000+4,4006440.02%+39
SHELL PLC(SHEL)26,91226,91201,7331,7710.94%+38
BERKSHIRE HATHAWAY INC DEL3301,5941,6280.86%+33
SPDR GOLD TR(GLD)1,6001,60002743060.16%+32
WEC ENERGY GROUP INC(WEC)08,672+8,67207300.39%+730
GSK PLC(GSK)29,36029,36001,0741,0990.58%+24
SOUTHERN CO(SO)02,288+2,28801600.09%+160
ELI LILLY & CO(LLY)43043002312510.13%+20
DUKE ENERGY CORP NEW(DUK)1,9511,95101721890.10%+17
PAN AMERN SILVER CORP(PAAS)8,8538,85301281450.08%+16
ONEOK INC NEW(OKE)2,2332,23301421570.08%+15
ECOLAB INC(ECL)830780-501411550.08%+14
NEWMONT CORP(NEM)013,099+13,09905420.29%+542
SPDR S&P 500 ETF TR(SPY)28528501221360.07%+14
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0100+1000100.01%+10
GLOBAL X FDS
NASDAQ 100 COVER
13,80013,80002312420.13%+10
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
4,9804,98002672760.15%+9
UNION PAC CORP(UNP)210210043520.03%+9
EMERSON ELEC CO(EMR)3,8353,893+583703790.20%+9
WILLIAMS COS INC(WMB)07,500+7,50002610.14%+261
AMERICAN EXPRESS CO(AXP)200200030370.02%+8
BERKSHIRE HATHAWAY INC DEL94994903323380.18%+6
APPLIED MATLS INC255255035410.02%+6
TEUCRIUM COMMODITY TR(BTCK)15,00015,000084900.05%+6
CITIUS PHARMACEUTICALS INC081,300+81,3000620.03%+62
CATERPILLAR INC(CAT)200200055590.03%+5
CONSOLIDATED EDISON INC(ED)730730062660.04%+4
MICRON TECHNOLOGY INC(MU)220220015190.01%+4
DEERE & CO(DE)150150057600.03%+3
AT&T INC(T)1,7611,761026300.02%+3
ESSENTIAL UTILS INC(WTRG)900900031340.02%+3
SCHWAB CHARLES CORP(SCHW)185185010130.01%+3
THE TRADE DESK INC(TTD)029+29020.00%+2
ALTRIA GROUP INC(MO)026,650+26,65001,1010.58%+1,101
PALANTIR TECHNOLOGIES INC(PLTR)1,5501,550025270.01%+2
AMERICAN ELEC PWR CO INC0260+2600210.01%+21
VISA INC(V)050+500130.01%+13
BANK AMERICA CORP015+150180.01%+18
COHERENT CORP(COHR)1201200450.00%+1
BAXTER INTL INC1,2801,280049500.03%+1
KYNDRYL HLDGS INC(KD)2002000340.00%+1
UNITEDHEALTH GROUP INC(UNH)5050025260.01%+1
KINDER MORGAN INC DEL(KMI)1,0001,000017180.01%+1
ENBRIDGE INC(ENB)363363012130.01%+1
AVISTA CORP(AVA)300300010110.01%+1
ACCENTURE PLC IRELAND
SHS CLASS A
20200670.00%+1
ADOBE INC(ADBE)10100560.00%+1
URANIUM ENERGY CORP(UEC)5205200330.00%+1
SOUTHWEST GAS HLDGS INC(SWX)200200012130.01%+1
DOMINION ENERGY INC(D)213213010100.01%0
TEXTRON INC(TXT)210210016170.01%0
SMUCKER J M CO(SJM)130130016160.01%0
ELECTRONIC ARTS INC(EA)11110120.00%0
SCHNITZER STEEL INDS INC30300110.00%0
OCCIDENTAL PETE CORP(OXY)12120100.00%-0
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