Fund HoldingsGFS Advisors, LLC

Total Portfolio Value
$603.56M
Total Bought
$70.39M
Total Sold
$176.41M
Net Transaction
-$106.02M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
TESLA INC(TSLA)078,223+78,223013,7512.28%+13,751
DISNEY WALT CO(DIS)252,836285,746+32,91022,82934,9645.79%+12,135
FEDEX CORP(FDX)0100,647+100,647029,1624.83%+29,162
NU HLDGS LTD(NU)1,229,2451,229,245010,24014,6652.43%+4,425
GRUPO TELEVISA S A B(TV)570,0001,768,590+1,198,5901,9045,6590.94%+3,755
CHEVRON CORP NEW(CVX)36,28254,177+17,8955,4128,5461.42%+3,134
SUPER MICRO COMPUTER INC(SMCI)03,100+3,10003,1310.52%+3,131
ALIBABA GROUP HLDG LTD(BABA)0189,090+189,090013,6832.27%+13,683
PEPSICO INC(PEP)56,45565,705+9,2509,58811,4991.91%+1,911
JPMORGAN CHASE & CO(JPM)058,001+58,001011,6181.92%+11,618
MERCK & CO INC(MRK)83,43081,944-1,4869,09610,8131.79%+1,717
PFIZER INC(PFE)0408,964+408,964011,3491.88%+11,349
ISHARES INC
MSCI JAPAN ETF
221,767221,637-13014,22415,8142.62%+1,590
MICROSOFT CORP(MSFT)52,70050,518-2,18219,81721,2543.52%+1,437
WALMART INC(WMT)0185,461+185,461011,1591.85%+11,159
ISHARES TR34,920182,246+147,3269,67811,0701.83%+1,392
META PLATFORMS INC(META)25,91121,530-4,3819,17110,4551.73%+1,284
EXXON MOBIL CORP47,64151,641+4,0004,7636,0030.99%+1,240
VANGUARD INDEX FDS51,29951,163-13612,16913,2972.20%+1,128
VANGUARD STAR FDS87,150100,890+13,7405,0516,0841.01%+1,033
PALANTIR TECHNOLOGIES INC(PLTR)97,420112,670+15,2501,6732,5930.43%+920
VANGUARD INTL EQUITY INDEX F419,341434,539+15,19817,23518,1513.01%+916
ISHARES TR108,520108,520011,04411,9511.98%+907
BANCO BILBAO VIZCAYA ARGENTA(BBVA)321,565321,56502,9293,8070.63%+878
SPDR INDEX SHS FDS
ST STR EU 50 ETF
147,648149,402+1,7547,0597,8511.30%+792
SPDR S&P MIDCAP 400 ETF TR(MDY)15,97815,97808,1078,8901.47%+783
VANECK ETF TRUST
GOLD MINERS ETF
32,62356,497+23,8741,0121,7860.30%+774
ISHARES TR75,59980,997+5,3988,1848,9521.48%+768
ALPHABET INC(GOOG)146,067140,235-5,83220,40421,1663.51%+762
BLACKSTONE SECD LENDING FD(BXSL)043,900+43,90001,3670.23%+1,367
SPDR SER TR
ST STR SP BIOT
12,44418,182+5,7381,1111,7250.29%+614
VANGUARD INTL EQUITY INDEX F21,27325,856+4,5832,4473,0210.50%+574
VANECK ETF TRUST
BDC INCOME ETF
077,800+77,80001,3150.22%+1,315
CARLYLE SECURED LENDING INC049,700+49,70008090.13%+809
CITIGROUP INC(C)38,94040,440+1,5002,0032,5570.42%+554
VANGUARD INTL EQUITY INDEX F66,59773,082+6,4853,7394,2860.71%+547
TOYOTA MOTOR CORP(TM)07,675+7,67501,9320.32%+1,932
VANGUARD INTL EQUITY INDEX F147,701149,101+1,4009,52410,0401.66%+516
PROCTER AND GAMBLE CO(PG)032,537+32,53705,2790.87%+5,279
BLUE OWL CAPITAL CORPORATION(OBDC)27,08554,935+27,8504008450.14%+445
SPDR S&P 500 ETF TR(SPY)58,73754,131-4,60627,91828,3144.69%+396
VANGUARD INDEX FDS14,91614,594-3224,6375,0230.83%+386
TOAST INC(TOST)015,000+15,00003740.06%+374
ISHARES TR7,5907,59003,6253,9900.66%+365
UNILEVER PLC(UL)0209,138+209,138010,4971.74%+10,497
WASTE MGMT INC DEL(WM)10,45010,45001,8722,2270.37%+355
WISDOMTREE TR(WT)014,350+14,35001,5570.26%+1,557
VANGUARD INDEX FDS24,27624,055-2213,6293,9180.65%+289
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
30,78830,283-5054,8585,1290.85%+271
ISHARES TR74,538101,571+27,0331,1611,4200.24%+259
CEMEX SAB DE CV(CX)203,691203,553-1381,5791,8340.30%+255
QUALCOMM INC(QCOM)08,615+8,61501,4590.24%+1,459
SELECT SECTOR SPDR TR
ST STR FINL ETF
51,10551,10501,9222,1530.36%+231
ISHARES TR01,674+1,67402300.04%+230
ISHARES SILVER TR(SLV)055,802+55,80201,2690.21%+1,269
GLOBAL X FDS
RBTCS ARTFL INTE
39,71342,745+3,0321,1321,3600.23%+228
TEGNA INC015,000+15,00002240.04%+224
ALLY FINL INC(ALLY)05,312+5,31202160.04%+216
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,538+1,53802090.03%+209
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
03,578+3,57802020.03%+202
ASML HOLDING N V
N Y REGISTRY SHS
0208+20802010.03%+201
ISHARES TR04,200+4,20002000.03%+200
SONOS INC(SONO)100,000100,00001,7141,9060.32%+192
ISHARES TR15,70615,458-2482,5952,7690.46%+174
ISHARES GOLD TR(IAU)160,153152,898-7,2556,2516,4231.06%+172
VANGUARD INDEX FDS9,4059,40502,1882,3500.39%+162
ISHARES TR0126,120+126,12008,5451.42%+8,545
ENTERPRISE PRODS PARTNERS L(EPD)050,000+50,00001,4590.24%+1,459
COUPANG INC(CPNG)084,485+84,48501,5030.25%+1,503
AT&T INC(T)179,823178,523-1,3003,0173,1420.52%+125
ENERGY TRANSFER L P(ET)060,000+60,00009440.16%+944
ISHARES TR
ESG AWR MSCI USA
14,24013,995-2451,4941,6090.27%+115
VANGUARD INDEX FDS7,1907,19001,5341,6440.27%+110
JOHNSON & JOHNSON(JNJ)47,33047,553+2237,4197,5221.25%+103
FORD MTR CO DEL(F)100,980100,000-9801,2311,3280.22%+97
VISA INC(V)5,1845,18401,3501,4470.24%+97
SPDR DOW JONES INDL AVERAGE(DIA)9,2699,018-2513,4933,5870.59%+94
VANGUARD INDEX FDS7,3797,367-121,3281,4140.23%+86
PAYPAL HLDGS INC(PYPL)05,209+5,20903490.06%+349
VANGUARD INDEX FDS3,9003,90008519350.15%+84
WISDOMTREE TR(WT)53,40053,872+4722,1722,2540.37%+82
SPDR GOLD TR(GLD)5,8135,784-291,1111,1900.20%+79
ISHARES TR8,0008,00008369130.15%+77
ISHARES TR13,35813,326-321,0071,0640.18%+57
NETFLIX INC(NFLX)498491-72422980.05%+56
ISHARES TR3,0003,00007578120.13%+55
ISHARES TR010,369+10,36904670.08%+467
COSTCO WHSL CORP NEW(COST)0573+57304200.07%+420
ICON PLC(ICLR)87887802492950.05%+46
VANGUARD INDEX FDS8,6238,350-2731,4181,4640.24%+46
ISHARES TR
MSCI INDIA ETF
13,04413,191+1476376810.11%+44
SHELL PLC(SHEL)032,456+32,45602,1760.36%+2,176
ISHARES TR015,416+15,41608390.14%+839
VANGUARD INTL EQUITY INDEX F14,45214,101-3511,0411,0720.18%+31
COMPASS DIVERSIFIED(CODI)17,50017,50003934210.07%+28
VANGUARD WORLD FD
ENERGY ETF
01,890+1,89002490.04%+249
GOLDMAN SACHS GROUP INC(GS)0724+72403020.05%+302
SALESFORCE INC(CRM)820801-192162410.04%+25
ISHARES TR3,6293,640+114254480.07%+23
BANCO SANTANDER S.A.(SAN)30,81130,81101281490.02%+21
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