Fund HoldingsGFS Advisors, LLC

Total Portfolio Value
$470.41M
Total Bought
$61.75M
Total Sold
$180.15M
Net Transaction
-$118.40M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR22124,915+124,8939,30714,6103.11%+5,303
VANGUARD INTL EQUITY INDEX F0191,401+191,401013,6092.89%+13,609
ISHARES TR50131,325+131,27512,19815,7003.34%+3,502
ISHARES TR101,57113,030-88,5414,1537,5161.60%+3,363
NIKE INC(NKE)170162,313+162,14310,99414,3483.05%+3,354
ISHARES INC
MSCI JAPAN ETF
0247,422+247,422017,7013.76%+17,701
VANGUARD INTL EQUITY INDEX F9,700454,258+444,55819,50621,7364.62%+2,230
META PLATFORMS INC(META)020,542+20,542011,7592.50%+11,759
DISNEY WALT CO(DIS)0327,554+327,554031,5076.70%+31,507
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
035,573+35,57306,3731.35%+6,373
PEPSICO INC(PEP)072,270+72,270012,2902.61%+12,290
PALANTIR TECHNOLOGIES INC(PLTR)1,000111,970+110,9702,8924,1650.89%+1,273
ANHEUSER BUSCH INBEV SA/NV(BUD)0196,055+196,055012,9962.76%+12,996
KKR REAL ESTATE FIN TR INC0290,740+290,74003,5910.76%+3,591
BLACKSTONE MTG TR INC(BXMT)0458,430+458,43008,7151.85%+8,715
JOHNSON & JOHNSON(JNJ)050,823+50,82308,2361.75%+8,236
ISHARES TR0189,247+189,247011,7942.51%+11,794
ISHARES GOLD TR(IAU)5,784156,560+150,7766,9757,7811.65%+806
ISHARES TR126,120125,705-4159,1249,8622.10%+738
SPDR S&P MIDCAP 400 ETF TR(MDY)016,143+16,14309,1961.95%+9,196
JPMORGAN CHASE & CO.(JPM)33,59457,993+24,39911,73212,2282.60%+496
AT&T INC(T)5,209166,605+161,3963,2783,6650.78%+387
VANGUARD INTL EQUITY INDEX F1,15075,117+73,9674,3714,7321.01%+361
SPDR DOW JONES INDL AVERAGE(DIA)1409,317+9,1773,6273,9420.84%+315
ISHARES TR80,9974,035-76,9623066120.13%+306
COUPANG INC(CPNG)84,48584,48501,7702,0740.44%+304
VANECK ETF TRUST
GOLD MINERS ETF
052,427+52,42702,0880.44%+2,088
SPDR INDEX SHS FDS
ST STR EU 50 ETF
0145,658+145,65807,7551.65%+7,755
PROCTER AND GAMBLE CO(PG)8732,549+32,4625,3665,6371.20%+271
VANGUARD INTL EQUITY INDEX F1,65126,953+25,3023,1333,3950.72%+262
BANCO BILBAO VIZCAYA ARGENTA(BBVA)0321,385+321,38503,4840.74%+3,484
ISHARES TR015,426+15,42602,9280.62%+2,928
SAP SE(SAP)0979+97902240.05%+224
STARWOOD PPTY TR INC(STWD)053,980+53,98001,1000.23%+1,100
NEWMONT CORP(NEM)03,800+3,80002030.04%+203
SPDR GOLD TR(GLD)56,4975,798-50,6991,2451,4090.30%+164
ISHARES TR013,692+13,69201,4740.31%+1,474
ISHARES TR108,520108,312-2081,4601,5910.34%+131
ALTRIA GROUP INC(MO)07,092+7,09203620.08%+362
ARRAY TECHNOLOGIES INC080,000+80,00005280.11%+528
SANOFI(SNY)012,800+12,80007380.16%+738
ISHARES SILVER TR(SLV)90052,903+52,0031,3921,5030.32%+111
LOCKHEED MARTIN CORP(LMT)320827+5073754830.10%+108
PAYPAL HLDGS INC(PYPL)05,196+5,19604050.09%+405
SPDR SER TR
ST STR SP600SM C
012,060+12,06001,0470.22%+1,047
ISHARES TR
ESG AWR MSCI USA
3513,995+13,9601,6701,7660.38%+96
SPDR SER TR
ST STR SP BIOT
1,34018,957+17,6171,7831,8730.40%+90
ISHARES TR014,392+14,39209740.21%+974
CVS HEALTH CORP(CVS)09,115+9,11505730.12%+573
ISHARES TR013,280+13,28001,1110.24%+1,111
ISHARES TR015,386+15,38608850.19%+885
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,455+3,45502790.06%+279
ISHARES TR03,000+3,00008520.18%+852
VISA INC(V)05,094+5,09401,4010.30%+1,401
SPDR SER TR
ST STR SP REGBNK
08,400+8,40004750.10%+475
VANGUARD INTL EQUITY INDEX F014,088+14,08801,1040.23%+1,104
HASBRO INC(HAS)03,950+3,95002860.06%+286
ISHARES TR08,000+8,00009380.20%+938
ISHARES TR03,769+3,76905090.11%+509
NETFLIX INC(NFLX)21,530627-20,9033934450.09%+52
ISHARES TR3,04313,900+10,8575926370.14%+45
EXXON MOBIL CORP050,685+50,68505,9411.26%+5,941
WARNER BROS DISCOVERY INC(WBD)041,090+41,09003390.07%+339
VANGUARD INTL EQUITY INDEX F441,2454,709-436,5361912210.05%+30
COSTCO WHSL CORP NEW(COST)300665+3655625900.13%+28
ISHARES TR04,200+4,20002290.05%+229
TOAST INC(TOST)010,000+10,00002830.06%+283
BROADCOM INC(AVGO)1281,582+1,4542522730.06%+21
GLOBAL X FDS
RBTCS ARTFL INTE
43544,077+43,6421,3961,4170.30%+21
ISHARES TR01,674+1,67402440.05%+244
INVESCO CURRENCYSHARES EURO(FXE)03,222+3,22203310.07%+331
ISHARES TR03,507+3,50702820.06%+282
PALO ALTO NETWORKS INC(PANW)6203,402+2,7821,1531,1630.25%+10
TELEFONICA S A(TEFOF)012,666+12,6660620.01%+62
ENTERPRISE PRODS PARTNERS L(EPD)050,000+50,00001,4560.31%+1,456
COMPASS DIVERSIFIED(CODI)017,500+17,50003870.08%+387
ISHARES TR03,000+3,00002490.05%+249
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,5381,617+792792810.06%+2
ISHARES TR010,369+10,36904570.10%+457
ISHARES INC000000
WISDOMTREE TR(WT)3,00017,264+14,2648698670.18%-2
ARK ETF TR
AUTNMUS TECHNLGY
000000
ISHARES TR000000
BLOCK INC(XYZ)000000
VANECK ETF TRUST
BIOTECH ETF
000000
ADVANCED DRAIN SYS INC DEL(WMS)000000
ARK ETF TR
BLOC FIN INN ETF
000000
ARK ETF TR
NEXT GNRTN INTER
000000
MOLINA HEALTHCARE INC(MOH)000000
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)000000
ASML HOLDING N V
N Y REGISTRY SHS
0244+24402030.04%+203
UNIVERSAL DISPLAY CORP(OLED)000000
ENERGY TRANSFER L P(ET)30860,000+59,6929739630.20%-10
ELI LILLY & CO(LLY)250647+3975845730.12%-11
BLACKROCK INNOVATION AND GRW(BTX)000000
COMCAST CORP NEW(CCZ)000000
VANGUARD BD INDEX FDS000000
WELLS FARGO CO NEW(WFC)04,948+4,94802800.06%+280
PHILLIPS 66(PSX)000000
ISHARES TR03,639+3,63902120.05%+212
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