Fund HoldingsGFS Advisors, LLC

Total Portfolio Value
$498.06M
Total Bought
$61.41M
Total Sold
$202.22M
Net Transaction
-$140.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ALIBABA GROUP HLDG LTD(BABA)170,422172,272+1,85014,45022,7804.57%+8,330
NU HLDGS LTD(NU)1,172,5041,605,933+433,42912,14716,4453.30%+4,298
ISHARES TR142,225174,435+32,21016,71120,3024.08%+3,591
VANGUARD INDEX FDS19,13532,785+13,6505,0548,4791.70%+3,425
ISHARES TR16,09222,907+6,8159,47312,8712.58%+3,398
VANGUARD INTL EQUITY INDEX F0510,657+510,657023,1124.64%+23,112
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
047,380+47,38002,7070.54%+2,707
SELECT SECTOR SPDR TR
ST STR ENERG ETF
5,36031,280+25,9204592,9230.59%+2,464
ISHARES INC
MSCI JAPAN ETF
0287,617+287,617019,7193.96%+19,719
VANGUARD INDEX FDS12,36021,025+8,6652,9704,6620.94%+1,692
NVIDIA CORPORATION(NVDA)21,37940,896+19,5172,8714,4320.89%+1,561
ISHARES TR013,555+13,55501,4290.29%+1,429
BLACKSTONE MTG TR INC(BXMT)511,180510,980-2008,90010,2202.05%+1,320
ISHARES BITCOIN TRUST ETF(IBIT)5,58734,287+28,7002961,6050.32%+1,309
BANCO BILBAO VIZCAYA ARGENTA(BBVA)0321,385+321,38504,3770.88%+4,377
INTEL CORP(INTC)266,550290,035+23,4855,3446,5871.32%+1,243
VANGUARD STAR FDS105,942116,706+10,7646,2437,2471.46%+1,004
JOHNSON & JOHNSON(JNJ)051,339+51,33908,5141.71%+8,514
ISHARES TR128,117148,730+20,61314,76215,5533.12%+791
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
7,95023,590+15,6403951,1830.24%+788
SPDR S&P MIDCAP 400 ETF TR(MDY)017,988+17,98809,5961.93%+9,596
VANECK ETF TRUST
GOLD MINERS ETF
050,625+50,62502,3270.47%+2,327
COINBASE GLOBAL INC(COIN)03,700+3,70006370.13%+637
VANGUARD INTL EQUITY INDEX F080,857+80,85704,9050.98%+4,905
VANGUARD INTL EQUITY INDEX F030,873+30,87303,5690.72%+3,569
ISHARES TR144,586147,584+2,99815,92016,3023.27%+382
COSTCO WHSL CORP NEW(COST)0941+94108900.18%+890
WASTE MGMT INC DEL(WM)010,450+10,45002,4190.49%+2,419
SELECT SECTOR SPDR TR
ST STR FINL ETF
50,10553,621+3,5162,4222,6710.54%+249
ISHARES SILVER TR(SLV)049,992+49,99201,5490.31%+1,549
ENTERPRISE PRODS PARTNERS L(EPD)50,00052,500+2,5001,5681,7920.36%+224
ISHARES TR03,763+3,76302190.04%+219
STARWOOD PPTY TR INC(STWD)97,905104,665+6,7601,8552,0690.42%+214
CVS HEALTH CORP(CVS)09,115+9,11506180.12%+618
ISHARES TR0111,380+111,38008,2421.65%+8,242
NUVEEN QUALITY MUNCP INCOME(NAD)332,450353,650+21,2003,8764,0740.82%+198
CBRE GBL REAL ESTATE INC FD030,800+30,80001590.03%+159
KKR REAL ESTATE FIN TR INC0212,720+212,72002,2970.46%+2,297
ISHARES TR
MSCI POLAND ETF
20,00020,00004175600.11%+143
ISHARES GOLD TR(IAU)0132,680+132,68007,8231.57%+7,823
ENERGY TRANSFER L P(ET)60,00070,000+10,0001,1751,3010.26%+126
UBER TECHNOLOGIES INC(UBER)9,4509,45005706890.14%+119
MERCADOLIBRE INC(MELI)360367+76127160.14%+104
PROCTER AND GAMBLE CO(PG)032,592+32,59205,5541.12%+5,554
WISDOMTREE TR(WT)53,36353,36302,1612,2460.45%+85
ISHARES TR013,245+13,24501,0830.22%+1,083
BANCO SANTANDER S.A.(SAN)27,25627,358+1021241830.04%+59
NEWMONT CORP(NEM)6,2005,857-3432312830.06%+52
ISHARES TR014,352+14,35209120.18%+912
ELI LILLY & CO(LLY)0645+64505330.11%+533
ALTRIA GROUP INC(MO)7,9657,465-5004164480.09%+32
SIMPLIFY EXCHANGE TRADED FUN
HEALTH CARE ETF
16,90018,100+1,2005015310.11%+30
ISHARES TR010,329+10,32904700.09%+470
ISHARES TR013,900+13,90006070.12%+607
NETFLIX INC(NFLX)576578+25135390.11%+26
HASBRO INC(HAS)03,950+3,95002430.05%+243
VANGUARD INTL EQUITY INDEX F014,038+14,03801,0170.20%+1,017
ISHARES TR3,9173,937+205145290.11%+15
VANGUARD WORLD FD
ENERGY ETF
1,8001,80002182330.05%+15
FORD MTR CO(F)0100,000+100,00001,0030.20%+1,003
ISHARES TR4,2004,20002202300.05%+10
VANECK ETF TRUST
BDC INCOME ETF
77,80077,80001,2941,3040.26%+10
TELEFONICA S A(TEFOF)12,66612,666051590.01%+8
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
9,4509,45002012080.04%+7
VANGUARD INDEX FDS5,0605,06004514580.09%+7
WARNER BROS DISCOVERY INC(WBD)41,09841,09804344410.09%+7
ALLY FINL INC(ALLY)6,6006,60002382410.05%+3
BLACKSTONE SECD LENDING FD(BXSL)60,05060,05001,9401,9430.39%+3
ISHARES TR3,1213,12102562580.05%+2
ISHARES TR3,5073,50702762770.06%+1
QUALCOMM INC(QCOM)07,820+7,82001,2010.24%+1,201
WISDOMTREE TR(WT)015,677+15,67707890.16%+789
WISDOMTREE TR(WT)7,1757,17507917910.16%0
COUPANG INC(CPNG)071,535+71,53501,5690.32%+1,569
WELLS FARGO CO NEW(WFC)4,9484,812-1363483450.07%-3
PEPSICO INC(PEP)073,870+73,870011,0762.22%+11,076
SPDR SER TR
ST STR SP REGBNK
8,4758,47505114820.10%-29
VANGUARD INDEX FDS1,3401,34007226890.14%-33
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,3551,390+352682310.05%-37
BLUE OWL CAPITAL CORPORATION(OBDC)84,93584,93501,2841,2450.25%-39
ISHARES TR2,2591,959-3002992510.05%-48
3M CO(MMM)10,0008,400-1,6001,2911,2340.25%-57
SANOFI(SNY)010,000+10,00005550.11%+555
SHOPIFY INC(SHOP)3,0772,779-2983272650.05%-62
ISHARES TR05,402+5,40205340.11%+534
ISHARES TR8,0008,00001,0149400.19%-74
PALO ALTO NETWORKS INC(PANW)6,7426,752+101,2271,1520.23%-75
ISHARES TR4,0354,03506445670.11%-77
SALESFORCE INC(CRM)1,1731,169-43923140.06%-78
PURECYCLE TECHNOLOGIES INC(PCT)20,10018,100-2,0002061250.03%-81
VANGUARD INDEX FDS7,3367,33601,4541,3670.27%-87
GOLDMAN SACHS GROUP INC(GS)733601-1324203280.07%-92
ARRAY TECHNOLOGIES INC080,000+80,00003900.08%+390
HALEON PLC(HLN)10,0250-10,025960-96
ISHARES TR
ESG AWR MSCI USA
13,99513,99501,8031,7060.34%-97
SPDR SER TR
ST STR SP600SM C
12,03012,03001,0509430.19%-107
GLOBAL X FDS
RBTCS ARTFL INTE
042,961+42,96101,2230.25%+1,223
TOYOTA MOTOR CORP(TM)7,6757,67501,4941,3550.27%-139
VANGUARD INDEX FDS8,2978,29701,5761,4290.29%-147
ISHARES TR
MSCI INDIA ETF
9,2866,574-2,7124893380.07%-151
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