Fund HoldingsGFS Advisors, LLC

Total Portfolio Value
$620.48M
Total Bought
$14.53M
Total Sold
$48.78M
Net Transaction
-$34.25M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0760+76004,3250.70%+4,325
ALPHABET INC(GOOG)140,235165-140,07021,16625,3634.09%+4,197
STARBUCKS CORP(SBUX)0700+70006,4331.04%+6,433
NIKE INC(NKE)0170+170010,9941.77%+10,994
TESLA INC(TSLA)78,22371-78,15213,75115,4772.49%+1,726
SPDR S&P 500 ETF TR(SPY)54,1311,500-52,63128,31429,6934.79%+1,379
VANGUARD INTL EQUITY INDEX F434,5399,700-424,83918,15119,5063.14%+1,355
ISHARES TR03,600+3,600010,5861.71%+10,586
WALMART INC(WMT)185,46165-185,39611,15912,3872.00%+1,228
PALO ALTO NETWORKS INC(PANW)0620+62001,1530.19%+1,153
ALPHABET INC(GOOG)0321+32106,2141.00%+6,214
PFIZER INC(PFE)408,96450,518-358,44611,34912,3992.00%+1,050
MICROSOFT CORP(MSFT)50,518140-50,37821,25422,2993.59%+1,045
UNILEVER PLC(UL)209,138979-208,15910,49711,5001.85%+1,003
3M CO(MMM)0201+20108610.14%+861
VANGUARD INDEX FDS51,1637,190-43,97313,29714,0402.26%+743
SALESFORCE INC(CRM)801300-5012419500.15%+709
CHEVRON CORP NEW(CVX)54,177135-54,0428,5469,2271.49%+681
ISHARES TR126,120126,12008,5459,1241.47%+579
ISHARES GOLD TR(IAU)152,8985,784-147,1146,4236,9751.12%+552
BLACKSTONE SECD LENDING FD(BXSL)43,90073,082+29,1821,3671,8390.30%+472
BLUE OWL CAPITAL CORPORATION(OBDC)54,935100,890+45,9558451,3050.21%+460
VANGUARD INDEX FDS14,5941,890-12,7045,0235,4050.87%+382
LOCKHEED MARTIN CORP(LMT)0320+32003750.06%+375
ISHARES TR80,99722-80,9758,9529,3071.50%+355
PALANTIR TECHNOLOGIES INC(PLTR)112,6701,000-111,6702,5932,8920.47%+299
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
0155+15502770.04%+277
COUPANG INC(CPNG)84,48584,48501,5031,7700.29%+267
QUALCOMM INC(QCOM)8,615175-8,4401,4591,7160.28%+257
BROADCOM INC(AVGO)0128+12802520.04%+252
ISHARES TR108,52050-108,47011,95112,1981.97%+247
VANGUARD STAR FDS100,890396-100,4946,0846,2781.01%+194
VANGUARD INTL EQUITY INDEX F0441,245+441,24501910.03%+191
ISHARES TR
FLTG RATE NT ETF
049,700+49,70001840.03%+184
ISHARES TR7,590101,571+93,9813,9904,1530.67%+163
ISHARES TR015,416+15,41601630.03%+163
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
015,978+15,97801530.02%+153
SHELL PLC(SHEL)32,456576-31,8802,1762,3280.38%+152
VANGUARD WORLD FD
INDUSTRIAL ETF
054,131+54,13101510.02%+151
COSTCO WHSL CORP NEW(COST)573300-2734205620.09%+142
AT&T INC(T)178,5235,209-173,3143,1423,2780.53%+136
VERIZON COMMUNICATIONS INC(VZ)0178,523+178,52301320.02%+132
ISHARES SILVER TR(SLV)55,802900-54,9021,2691,3920.22%+123
DANAHER CORPORATION(DHR)054,177+54,17701190.02%+119
ISHARES TR051,105+51,10501170.02%+117
JPMORGAN CHASE & CO.(JPM)58,00133,594-24,40711,61811,7321.89%+114
VANGUARD INTL EQUITY INDEX F25,8561,651-24,2053,0213,1330.50%+112
ARES CAPITAL CORP(ARCC)014,386+14,3860970.02%+97
NETFLIX INC(NFLX)49121,530+21,0392983930.06%+95
NUVEEN QUALITY MUNCP INCOME(NAD)0149,402+149,40203,9560.64%+3,956
ELI LILLY & CO(LLY)0250+25005840.09%+584
SELECT SECTOR SPDR TR
ST STR ENERG ETF
051,163+51,16305020.08%+502
DILLARDS INC(DDS)049,404+49,4040880.01%+88
ISHARES TR013,995+13,9950870.01%+87
PROCTER AND GAMBLE CO(PG)32,53787-32,4505,2795,3660.86%+87
VANGUARD INTL EQUITY INDEX F73,0821,150-71,9324,2864,3710.70%+85
WISDOMTREE TR(WT)03,000+3,00008690.14%+869
ISHARES TR
CORE MSCI EAFE
013,326+13,3260840.01%+84
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
013,651+13,6510830.01%+83
CARLYLE SECURED LENDING INC49,70025,856-23,8448098820.14%+73
EAGLE MATLS INC(EXP)0285,746+285,7460700.01%+70
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,5381,53802092790.04%+70
HONEYWELL INTL INC(HON)0100,647+100,6470680.01%+68
LINDE PLC(LIN)010,025+10,0250660.01%+66
WISDOMTREE TR(WT)53,8721,510-52,3622,2542,3200.37%+66
MOSAIC CO NEW(MOS)058,001+58,0010620.01%+62
WISDOMTREE TR(WT)14,35014,35001,5571,6190.26%+62
ISHARES TR
ESG AWR MSCI USA
13,99535-13,9601,6091,6700.27%+61
SPDR SER TR
ST STR SP BIOT
18,1821,340-16,8421,7251,7830.29%+58
WESTLAKE CORPORATION(WLK)015,000+15,0000580.01%+58
SPDR SER TR
ST STR BLO 1 ETF
077,800+77,8000560.01%+56
SPDR GOLD TR(GLD)5,78456,497+50,7131,1901,2450.20%+55
SPDR SER TR
SP O&G EXPL PRO
018,182+18,1820530.01%+53
PAGSEGURO DIGITAL LTD(PAGS)053,872+53,8720470.01%+47
CME GROUP INC(CME)040,440+40,4400460.01%+46
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
014,594+14,5940460.01%+46
ISHARES TR101,571108,520+6,9491,4201,4600.24%+40
SPDR DOW JONES INDL AVERAGE(DIA)9,018140-8,8783,5873,6270.58%+40
VANGUARD INDEX FDS3,900150-3,7509359740.16%+39
ISHARES BITCOIN TR(IBIT)0152,898+152,8980380.01%+38
ZIM INTEGRATED SHIPPING SERV
SHS
012,800+12,8000380.01%+38
GLOBAL X FDS
RBTCS ARTFL INTE
42,745435-42,3101,3601,3960.22%+36
MARATHON PETE CORP(MPC)065,125+65,1250350.01%+35
ISHARES TR013,619+13,6190330.01%+33
RESTAURANT BRANDS INTL INC(QSR)014,101+14,1010330.01%+33
ISHARES INC010,900+10,9000320.01%+32
ISHARES TR080,997+80,99703060.05%+306
SMARTSHEET INC065,705+65,7050300.00%+30
ENERGY TRANSFER L P(ET)60,000308-59,6929449730.16%+29
PETROLEO BRASILEIRO SA PETRO(PBR)013,900+13,9000290.00%+29
MERCADOLIBRE INC(MELI)02,500+2,50003340.05%+334
VANGUARD INDEX FDS0700+70006700.11%+670
GOLDMAN SACHS GROUP INC(GS)724100,000+99,2763023270.05%+25
HSBC HLDGS PLC(HSBC)0205,905+205,9050230.00%+23
ISHARES TR03,043+3,04305920.10%+592
ISHARES TR0182,246+182,2460210.00%+21
GERDAU SA(GGB)015,585+15,5850200.00%+20
ISHARES TR
MSCI POLAND ETF
012,666+12,66604910.08%+491
ISHARES TR0209,138+209,1380160.00%+16
RIO TINTO PLC(RIO)055,802+55,8020160.00%+16
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