Fund HoldingsGFS Advisors, LLC

Total Portfolio Value
$657.62M
Total Bought
$201.77M
Total Sold
$18.41M
Net Transaction
+$183.37M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)051,472+51,472030,1674.59%+30,167
FEDEX CORP(FDX)095,456+95,456026,8554.08%+26,855
VANGUARD INDEX FDS052,112+52,112015,1032.30%+15,103
ALIBABA GROUP HLDG LTD(BABA)0170,422+170,422014,4502.20%+14,450
PFIZER INC(PFE)0484,009+484,009012,8411.95%+12,841
UNILEVER PLC(UL)0136,782+136,78207,7561.18%+7,756
TESLA INC(TSLA)052,894+52,894021,3613.25%+21,361
VANGUARD STAR FDS0105,942+105,94206,2430.95%+6,243
ISHARES TR0144,586+144,586015,9202.42%+15,920
VANGUARD INDEX FDS013,872+13,87205,6940.87%+5,694
NU HLDGS LTD(NU)01,172,504+1,172,504012,1471.85%+12,147
ADOBE INC(ADBE)011,380+11,38005,0600.77%+5,060
VANGUARD INDEX FDS019,135+19,13505,0540.77%+5,054
VANGUARD INDEX FDS023,315+23,31503,9470.60%+3,947
NUVEEN QUALITY MUNCP INCOME(NAD)0332,450+332,45003,8760.59%+3,876
GRUPO TELEVISA S A B(TV)02,142,590+2,142,59003,6000.55%+3,600
KRAFT HEINZ CO(KHC)0111,075+111,07503,4110.52%+3,411
VANGUARD INDEX FDS012,360+12,36002,9700.45%+2,970
PALANTIR TECHNOLOGIES INC(PLTR)111,97093,670-18,3004,1657,0841.08%+2,919
CISCO SYS INC(CSCO)048,709+48,70902,8840.44%+2,884
NVIDIA CORPORATION(NVDA)021,379+21,37902,8710.44%+2,871
ALPHABET INC(GOOG)0133,780+133,780025,3253.85%+25,325
SELECT SECTOR SPDR TR
ST STR FINL ETF
050,105+50,10502,4220.37%+2,422
CITIGROUP INC(C)031,940+31,94002,2480.34%+2,248
WISDOMTREE TR(WT)053,363+53,36302,1610.33%+2,161
ISHARES TR13,03016,092+3,0627,5169,4731.44%+1,957
DISNEY WALT CO(DIS)327,554297,874-29,68031,50733,1685.04%+1,661
VANGUARD INDEX FDS08,297+8,29701,5760.24%+1,576
VANGUARD INDEX FDS07,336+7,33601,4540.22%+1,454
3M CO(MMM)010,000+10,00001,2910.20%+1,291
WALMART INC(WMT)0127,997+127,997011,5641.76%+11,564
ALPHABET INC(GOOG)036,739+36,73906,9971.06%+6,997
ISHARES TR131,325142,225+10,90015,70016,7112.54%+1,011
CARLYLE SECURED LENDING INC049,700+49,70008910.14%+891
STARWOOD PPTY TR INC(STWD)53,98097,905+43,9251,1001,8550.28%+755
VANGUARD INDEX FDS01,340+1,34007220.11%+722
INTEL CORP(INTC)0266,550+266,55005,3440.81%+5,344
VANGUARD INTL EQUITY INDEX F191,401224,126+32,72513,60914,2252.16%+616
MERCADOLIBRE INC(MELI)0360+36006120.09%+612
UBER TECHNOLOGIES INC(UBER)09,450+9,45005700.09%+570
SIMPLIFY EXCHANGE TRADED FUN
HEALTH CARE ETF
016,900+16,90005010.08%+501
ISHARES TR
MSCI INDIA ETF
09,286+9,28604890.07%+489
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,360+5,36004590.07%+459
VANGUARD INDEX FDS05,060+5,06004510.07%+451
SPDR INDEX SHS FDS
ST INTL CAP ETF
013,578+13,57804210.06%+421
GOLDMAN SACHS GROUP INC(GS)0733+73304200.06%+420
ISHARES TR
MSCI POLAND ETF
020,000+20,00004170.06%+417
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
07,950+7,95003950.06%+395
SALESFORCE INC(CRM)01,173+1,17303920.06%+392
SHOPIFY INC(SHOP)03,077+3,07703270.05%+327
ISHARES BITCOIN TRUST ETF(IBIT)05,587+5,58702960.05%+296
SONOS INC(SONO)0100,000+100,00001,5040.23%+1,504
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
05,000+5,00002500.04%+250
NOVO-NORDISK A S(NVO)02,786+2,78602400.04%+240
ALLY FINL INC(ALLY)06,600+6,60002380.04%+238
FISERV INC(FISV)01,078+1,07802210.03%+221
HP INC(HPQ)06,781+6,78102210.03%+221
VANGUARD WORLD FD
ENERGY ETF
01,800+1,80002180.03%+218
ENERGY TRANSFER L P(ET)60,00060,00009631,1750.18%+212
VISA INC(V)5,0945,09401,4011,6100.24%+209
PURECYCLE TECHNOLOGIES INC(PCT)020,100+20,10002060.03%+206
META PLATFORMS INC(META)20,54220,433-10911,75911,9641.82%+205
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
09,450+9,45002010.03%+201
BLACKSTONE MTG TR INC(BXMT)458,430511,180+52,7508,7158,9001.35%+185
BLACKSTONE SECD LENDING FD(BXSL)060,050+60,05001,9400.30%+1,940
ISHARES TR124,915128,117+3,20214,61014,7622.24%+152
BANCO SANTANDER S.A.(SAN)027,256+27,25601240.02%+124
TOYOTA MOTOR CORP(TM)07,675+7,67501,4940.23%+1,494
BROADCOM INC(AVGO)1,5821,684+1022733900.06%+117
ENTERPRISE PRODS PARTNERS L(EPD)50,00050,00001,4561,5680.24%+112
HALEON PLC(HLN)010,025+10,0250960.01%+96
WARNER BROS DISCOVERY INC(WBD)41,09041,098+83394340.07%+95
TOAST INC(TOST)10,00010,00002833650.06%+82
CHEVRON CORP NEW(CVX)062,526+62,52609,0561.38%+9,056
ISHARES TR8,0008,00009381,0140.15%+76
NETFLIX INC(NFLX)627576-514455130.08%+68
WELLS FARGO CO NEW(WFC)4,9484,94802803480.05%+68
PALO ALTO NETWORKS INC(PANW)3,4026,742+3,3401,1631,2270.19%+64
ISHARES TR1,6742,259+5852442990.05%+55
ALTRIA GROUP INC(MO)7,0927,965+8733624160.06%+54
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
35,57336,676+1,1036,3736,4270.98%+54
BLUE OWL CAPITAL CORPORATION(OBDC)084,935+84,93501,2840.20%+1,284
ISHARES TR
ESG AWR MSCI USA
13,99513,99501,7661,8030.27%+37
SPDR SER TR
ST STR SP REGBNK
8,4008,475+754755110.08%+36
ISHARES TR4,0354,03506126440.10%+32
WISDOMTREE TR(WT)07,175+7,17507910.12%+791
NEWMONT CORP(NEM)3,8006,200+2,4002032310.04%+28
COMPASS DIVERSIFIED(CODI)17,50017,50003874040.06%+17
SAP SE(SAP)97997902242410.04%+17
ISHARES TR3,0003,00008528630.13%+11
ISHARES TR13,69213,657-351,4741,4830.23%+9
ISHARES TR3,0003,121+1212492560.04%+7
VANECK ETF TRUST
BDC INCOME ETF
077,800+77,80001,2940.20%+1,294
ISHARES TR3,7693,917+1485095140.08%+5
SPDR SER TR
ST STR SP600SM C
12,06012,030-301,0471,0500.16%+3
SPDR GOLD TR(GLD)5,7985,826+281,4091,4110.21%+2
ISHARES TR3,5073,50702822760.04%-6
ISHARES TR4,2004,20002292200.03%-9
TELEFONICA S A(TEFOF)12,66612,666062510.01%-11
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,6171,355-2622812680.04%-13
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