Fund HoldingsGFS Advisors, LLC

Total Portfolio Value
$684.04M
Total Bought
$39.25M
Total Sold
$62.04M
Net Transaction
-$22.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
AMAZON COM INC(AMZN)371,305363,840-7,46547,20055,2828.08%+8,082
BANK AMERICA CORP738,219724,224-13,99520,21224,3853.56%+4,173
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
6,01330,788+24,7758524,8580.71%+4,006
ISHARES TR075,599+75,59908,1841.20%+8,184
NUVEEN QUALITY MUNCP INCOME(NAD)133,000357,000+224,0001,3494,0880.60%+2,739
SPDR S&P 500 ETF TR(SPY)59,07658,737-33925,25427,9184.08%+2,664
SPDR S&P MIDCAP 400 ETF TR(MDY)11,92815,978+4,0505,4478,1071.19%+2,660
APPLE INC(AAPL)223,121212,214-10,90738,20140,8585.97%+2,657
DISNEY WALT CO(DIS)252,311252,836+52520,45022,8293.34%+2,379
INTEL CORP(INTC)221,633198,382-23,2517,8799,9691.46%+2,090
CITIGROUP INC(C)038,940+38,94002,0030.29%+2,003
GRUPO TELEVISA S A B(TV)0570,000+570,00001,9040.28%+1,904
ANHEUSER BUSCH INBEV SA/NV(BUD)207,705206,850-85511,48613,3671.95%+1,881
CHEVRON CORP NEW(CVX)22,39936,282+13,8833,7775,4120.79%+1,635
INVESCO QQQ TR29,83329,658-17510,68812,1461.78%+1,458
VANGUARD INDEX FDS051,299+51,299012,1691.78%+12,169
NU HLDGS LTD(NU)1,229,2451,229,24508,91210,2401.50%+1,328
FORD MTR CO DEL(F)0100,980+100,98001,2310.18%+1,231
ISHARES GOLD TR(IAU)0160,153+160,15306,2510.91%+6,251
MICROSOFT CORP(MSFT)59,18852,700-6,48818,68819,8172.90%+1,129
ISHARES TR107,680108,520+8409,94611,0441.61%+1,098
ISHARES TR034,920+34,92009,6781.41%+9,678
EXXON MOBIL CORP31,67547,641+15,9663,7244,7630.70%+1,039
NVIDIA CORPORATION(NVDA)9,88710,633+7464,3015,2660.77%+965
VANGUARD INTL EQUITY INDEX F147,867147,701-1668,5669,5241.39%+958
BOEING CO(BA)12,74512,995+2502,4433,3870.50%+944
SPDR INDEX SHS FDS
ST STR EU 50 ETF
147,648147,64806,2037,0591.03%+856
ISHARES INC
MSCI JAPAN ETF
221,987221,767-22013,38414,2242.08%+840
ISHARES TR108,168116,026+7,85811,94912,7781.87%+829
JOHNSON & JOHNSON(JNJ)43,60047,330+3,7306,7917,4191.08%+628
VANGUARD INTL EQUITY INDEX F424,008419,341-4,66716,62517,2352.52%+610
VISA INC(V)05,184+5,18401,3500.20%+1,350
VANGUARD INDEX FDS14,97814,916-624,0794,6370.68%+558
NIKE INC(NKE)88,79783,319-5,4788,4919,0461.32%+555
MERCK & CO INC(MRK)83,06283,430+3688,5519,0961.33%+545
AMERICAN EXPRESS CO(AXP)025,720+25,72004,8180.70%+4,818
VANGUARD STAR FDS087,150+87,15005,0510.74%+5,051
ISHARES TR07,590+7,59003,6250.53%+3,625
CEMEX SAB DE CV(CX)0203,691+203,69101,5790.23%+1,579
FOMENTO ECONOMICO MEXICANO S(FMX)020,000+20,00002,6070.38%+2,607
SONOS INC(SONO)100,000100,00001,2911,7140.25%+423
SPDR DOW JONES INDL AVERAGE(DIA)09,269+9,26903,4930.51%+3,493
AT&T INC(T)173,995179,823+5,8282,6133,0170.44%+404
KKR REAL ESTATE FIN TR INC281,335281,33503,3393,7220.54%+383
TARGET CORP(TGT)2,0104,010+2,0002225710.08%+349
PETCO HEALTH & WELLNESS CO I0100,600+100,60003180.05%+318
WASTE MGMT INC DEL(WM)010,450+10,45001,8720.27%+1,872
VANGUARD INDEX FDS07,190+7,19001,5340.22%+1,534
ISHARES TR8,00013,900+5,9003045590.08%+255
PALANTIR TECHNOLOGIES INC(PLTR)88,72097,420+8,7001,4201,6730.24%+253
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
010,900+10,90002520.04%+252
BANCO BILBAO VIZCAYA ARGENTA(BBVA)332,630321,565-11,0652,6782,9290.43%+251
NETFLIX INC(NFLX)0498+49802420.04%+242
SHOPIFY INC(SHOP)03,077+3,07702400.04%+240
VANGUARD INTL EQUITY INDEX F021,273+21,27302,4470.36%+2,447
ARRAY TECHNOLOGIES INC20,00040,000+20,0004446720.10%+228
KRAFT HEINZ CO(KHC)065,125+65,12502,4080.35%+2,408
SALESFORCE INC(CRM)0820+82002160.03%+216
VERIZON COMMUNICATIONS INC(VZ)05,626+5,62602120.03%+212
VANGUARD INDEX FDS09,405+9,40502,1880.32%+2,188
SPDR SER TR
ST STR SP BIOT
012,444+12,44401,1110.16%+1,111
ISHARES TR13,67713,597-801,2201,4010.20%+181
SELECT SECTOR SPDR TR
ST STR FINL ETF
52,64551,105-1,5401,7461,9220.28%+176
CVS HEALTH CORP(CVS)5,2656,865+1,6003685420.08%+174
GLOBAL X FDS
RBTCS ARTFL INTE
039,713+39,71301,1320.17%+1,132
VANGUARD INTL EQUITY INDEX F066,597+66,59703,7390.55%+3,739
META PLATFORMS INC(META)30,01825,911-4,1079,0129,1711.34%+159
ISHARES TR
ESG AWR MSCI USA
14,24014,24001,3371,4940.22%+157
WISDOMTREE TR(WT)053,400+53,40002,1720.32%+2,172
VANGUARD INDEX FDS25,20424,276-9283,4763,6290.53%+153
VANECK ETF TRUST
GOLD MINERS ETF
032,623+32,62301,0120.15%+1,012
VANGUARD INDEX FDS7,4217,379-421,1841,3280.19%+144
PEPSICO INC(PEP)056,455+56,45509,5881.40%+9,588
SPDR SER TR
ST STR SP600SM C
12,04111,970-718719970.15%+126
BANK AMERICA CORP01,290+1,29001,5550.23%+1,555
VANGUARD INDEX FDS9,0428,623-4191,2961,4180.21%+122
STARBUCKS CORP(SBUX)26,22526,145-802,3942,5100.37%+116
SPDR GOLD TR(GLD)5,8135,81309971,1110.16%+114
ISHARES TR8,0008,00007318360.12%+105
STARWOOD PPTY TR INC(STWD)45,88046,880+1,0008889850.14%+97
ALPHABET INC(GOOG)155,207146,067-9,14020,31020,4042.98%+94
ISHARES TR16,48615,706-7802,5032,5950.38%+92
VANGUARD INDEX FDS03,900+3,90008510.12%+851
ISHARES TR3,0003,00006727570.11%+85
ADVANCED MICRO DEVICES INC(AMD)02,233+2,23303290.05%+329
VANGUARD INDEX FDS01,840+1,84008040.12%+804
ISHARES TR13,48013,358-1229291,0070.15%+78
ISHARES TR14,82014,729-918379120.13%+75
MERCADOLIBRE INC(MELI)21721702753410.05%+66
COMPASS DIVERSIFIED(CODI)17,50017,50003283930.06%+65
ISHARES TR
MSCI INDIA ETF
13,04413,04405776370.09%+60
ISHARES TR074,538+74,53801,1610.17%+1,161
VANGUARD INTL EQUITY INDEX F014,452+14,45201,0410.15%+1,041
VANGUARD INDEX FDS5,1714,990-1813914410.06%+50
ISHARES TR3,6293,62903914250.06%+34
ICON PLC(ICLR)0878+87802490.04%+249
BANCO SANTANDER S.A.(SAN)030,811+30,81101280.02%+128
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,605+5,60503550.05%+355
BLUE OWL CAPITAL CORPORATION(OBDC)27,08527,08503754000.06%+25
ISHARES TR04,562+4,56202410.04%+241
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