Fund HoldingsSt. James Investment Company, LLC

Total Portfolio Value
$616.71M
Total Bought
$32.49M
Total Sold
$93.86M
Net Transaction
-$61.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
0201,753+201,753018,4382.99%+18,438
MEDTRONIC PLC(MDT)319,590385,160+65,57025,04331,7295.14%+6,686
AGNICO EAGLE MINES LTD(AEM)1,009,243928,492-80,75145,87050,9288.26%+5,058
CROWN CASTLE INC(CCI)135,913150,207+14,29412,50817,3022.81%+4,794
ENBRIDGE INC(ENB)967,980956,846-11,13432,46634,4665.59%+2,000
TRAVELERS COMPANIES INC(TRV)128,114118,764-9,35020,92222,6233.67%+1,701
SCHWAB STRATEGIC TR019,790+19,79001,3870.22%+1,387
ISHARES TR07,194+7,19401,1890.19%+1,189
INTERNATIONAL FLAVORS&FRAGRA(IFF)211,345192,599-18,74614,40715,5952.53%+1,187
LOEWS CORP(L)653,248600,602-52,64641,35741,7966.78%+439
VERIZON COMMUNICATIONS INC(VZ)693,234605,713-87,52122,46822,8353.70%+368
UNIFIED SER TR
ABSLUTE SELCT VL
362,705352,735-9,9709,92410,0041.62%+80
SPROTT PHYSICAL GOLD TR(PHYS)108,200101,930-6,2701,5491,6240.26%+74
SPROTT PHYSICAL GOLD & SILVE(CEF)88,53883,845-4,6931,5331,6060.26%+72
ISHARES TR16,09514,800-1,2951,3031,2140.20%-89
MERCK & CO INC(MRK)298,235277,226-21,00930,70330,2234.90%-480
DUPONT DE NEMOURS INC(DD)510,815472,452-38,36338,10236,3465.89%-1,756
EQUITY COMWLTH1,283,8441,124,098-159,74623,58421,5833.50%-2,002
EOG RES INC(EOG)176,351164,057-12,29422,35419,8433.22%-2,512
CORTEVA INC(CTVA)390,556361,495-29,06119,98117,3232.81%-2,658
COMCAST CORP NEW(CCZ)702,709649,507-53,20231,15828,4814.62%-2,677
CISCO SYS INC(CSCO)471,166436,901-34,26525,33022,0723.58%-3,258
GOLDMAN SACHS ETF TR584,721548,106-36,61558,53654,6688.86%-3,868
BERKSHIRE HATHAWAY INC DEL200,574185,759-14,81570,26166,25310.74%-4,008
UNILEVER PLC(UL)733,123651,918-81,20536,21631,6055.12%-4,611
FRANCO NEV CORP(FNV)160,315140,620-19,69521,40015,5822.53%-5,818
BROOKFIELD CORP(BN)626,9250-626,92519,6040-19,604
SPDR SER TR
ST STR BLO 1 ETF
321,6850-321,68529,5370-29,537
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