Fund HoldingsMetis Global Partners, LLC

Total Portfolio Value
$3.56B
Total Bought
$440.89M
Total Sold
$45.39M
Net Transaction
+$395.50M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ETFS GOLD TR(SGOL)4,723,0944,549,069-174,025118,314135,6533.81%+17,340
ABRDN ETFS6,058,7646,204,247+145,483119,661133,1433.74%+13,483
BERKSHIRE HATHAWAY INC DEL78,06985,516+7,44735,38745,5441.28%+10,157
ISHARES INC
MSCI JAPAN ETF
0144,537+144,53709,9090.28%+9,909
VISA INC(V)111,877124,819+12,94235,35843,7441.23%+8,386
ELI LILLY & CO(LLY)053,348+53,348044,0611.24%+44,061
META PLATFORMS INC(META)124,949138,911+13,96273,15980,0632.25%+6,904
ABBVIE INC(ABBV)0112,234+112,234023,5150.66%+23,515
EXXON MOBIL CORP0268,066+268,066031,8810.90%+31,881
JOHNSON & JOHNSON(JNJ)0156,401+156,401025,9380.73%+25,938
JPMORGAN CHASE & CO.(JPM)161,123177,049+15,92638,62343,4301.22%+4,807
WELLTOWER INC(WELL)0107,646+107,646016,4920.46%+16,492
MASTERCARD INCORPORATED(MA)56,17461,586+5,41229,58033,7570.95%+4,177
INTERNATIONAL BUSINESS MACHS(IBM)070,348+70,348017,4930.49%+17,493
UNITEDHEALTH GROUP INC(UNH)058,738+58,738030,7640.87%+30,764
CHEVRON CORP NEW(CVX)0104,560+104,560017,4920.49%+17,492
NETFLIX INC(NFLX)24,84027,560+2,72022,14025,7010.72%+3,560
COCA COLA CO(KO)0224,259+224,259016,0610.45%+16,061
PROCTER AND GAMBLE CO(PG)0133,190+133,190022,6980.64%+22,698
PHILIP MORRIS INTL INC(PM)064,840+64,840010,2920.29%+10,292
PROLOGIS INC.(PLD)0187,179+187,179020,9250.59%+20,925
ABBOTT LABS086,661+86,661011,4960.32%+11,496
COSTCO WHSL CORP NEW(COST)21,95524,422+2,46720,11723,0980.65%+2,981
AT&T INC(T)276,242320,872+44,6306,2909,0740.26%+2,784
MCDONALDS CORP(MCD)054,020+54,020016,8740.47%+16,874
GE AEROSPACE(GE)058,700+58,700011,7490.33%+11,749
AMGEN INC(AMGN)029,507+29,50709,1930.26%+9,193
INTERCONTINENTAL EXCHANGE IN(ICE)036,775+36,77506,3440.18%+6,344
PROGRESSIVE CORP(PGR)033,243+33,24309,4080.26%+9,408
CISCO SYS INC(CSCO)256,099282,914+26,81515,16117,4590.49%+2,298
VERIZON COMMUNICATIONS INC(VZ)0235,740+235,740010,6930.30%+10,693
UBER TECHNOLOGIES INC(UBER)0104,935+104,93507,6460.21%+7,646
PALANTIR TECHNOLOGIES INC(PLTR)77,17394,792+17,6195,8378,0000.22%+2,164
RTX CORPORATION(RTX)066,535+66,53508,8130.25%+8,813
LINDE PLC(LIN)025,714+25,714011,9730.34%+11,973
VERTEX PHARMACEUTICALS INC(VRTX)015,699+15,69907,6110.21%+7,611
GILEAD SCIENCES INC(GILD)61,01168,255+7,2445,6367,6480.22%+2,012
NEXTERA ENERGY INC(NEE)0208,408+208,408014,7740.42%+14,774
SCHWAB CHARLES CORP(SCHW)81,292101,018+19,7266,0167,9080.22%+1,891
CVS HEALTH CORP(CVS)055,755+55,75503,7770.11%+3,777
ENTERGY CORP NEW(ETR)034,476+34,47602,9470.08%+2,947
BOSTON SCIENTIFIC CORP(BSX)61,95273,058+11,1065,5347,3700.21%+1,837
NEWMONT CORP(NEM)0130,791+130,79106,3150.18%+6,315
DOORDASH INC(DASH)6,17815,626+9,4481,0362,8560.08%+1,820
MARSH & MCLENNAN COS INC(MRSH)29,23232,751+3,5196,2097,9920.22%+1,783
SOUTHERN CO(SO)092,529+92,52908,5080.24%+8,508
AGNICO EAGLE MINES LTD(AEM)056,010+56,01006,0680.17%+6,068
DUKE ENERGY CORP NEW(DUK)065,420+65,42007,9790.22%+7,979
T-MOBILE US INC(TMUS)17,83721,038+3,2013,9375,6110.16%+1,674
PAGSEGURO DIGITAL LTD(PAGS)0386,743+386,74302,9510.08%+2,951
GALLAGHER ARTHUR J & CO(AJG)012,785+12,78504,4140.12%+4,414
S&P GLOBAL INC(SPGI)022,797+22,797011,5830.33%+11,583
REALTY INCOME CORP(O)0145,843+145,84308,4600.24%+8,460
AMERICAN TOWER CORP NEW(AMT)028,831+28,83106,2740.18%+6,274
CONOCOPHILLIPS(COP)068,039+68,03907,1450.20%+7,145
WELLS FARGO CO NEW(WFC)172,335189,041+16,70612,10513,5710.38%+1,466
BRISTOL-MYERS SQUIBB CO(BMY)106,503122,725+16,2226,0247,4850.21%+1,461
UNION PAC CORP(UNP)033,166+33,16607,8350.22%+7,835
HARTFORD INSURANCE GROUP INC(HIG)027,448+27,44803,3960.10%+3,396
WALMART INC(WMT)212,210234,195+21,98519,17320,5600.58%+1,387
WHEATON PRECIOUS METALS CORP(WPM)059,994+59,99404,6560.13%+4,656
CHUBB LIMITED
COM
021,112+21,11206,3760.18%+6,376
VENTAS INC(VTR)072,579+72,57904,9910.14%+4,991
CME GROUP INC(CME)020,330+20,33005,3930.15%+5,393
INTEL CORP(INTC)0257,830+257,83005,8550.16%+5,855
ELEVANCE HEALTH INC(ELV)011,941+11,94105,1940.15%+5,194
SHERWIN WILLIAMS CO(SHW)28,90231,917+3,0159,82511,1450.31%+1,320
KLA CORP(KLAC)07,336+7,33604,9870.14%+4,987
AMERICAN ELEC PWR CO INC045,072+45,07204,9250.14%+4,925
STARBUCKS CORP(SBUX)065,351+65,35106,4100.18%+6,410
FISERV INC(FISV)23,25327,181+3,9284,7776,0020.17%+1,226
DEERE & CO(DE)012,155+12,15505,7050.16%+5,705
INTERNATIONAL PAPER CO(IP)061,593+61,59303,2860.09%+3,286
CORTEVA INC(CTVA)078,560+78,56004,9440.14%+4,944
INTUIT(INTU)017,851+17,851010,9600.31%+10,960
EXELON CORP(EXC)099,160+99,16004,5690.13%+4,569
MEDTRONIC PLC(MDT)051,348+51,34804,6140.13%+4,614
STRYKER CORPORATION(SYK)16,84119,397+2,5566,0647,2210.20%+1,157
ALLSTATE CORP(ALL)016,355+16,35503,3870.10%+3,387
THE CIGNA GROUP(CI)013,362+13,36204,3960.12%+4,396
OREILLY AUTOMOTIVE INC(ORLY)02,314+2,31403,3150.09%+3,315
3M CO(MMM)029,873+29,87304,3870.12%+4,387
AMERICAN WTR WKS CO INC NEW025,400+25,40003,7470.11%+3,747
MCKESSON CORP(MCK)05,968+5,96804,0160.11%+4,016
AON PLC(AON)9,94411,311+1,3673,5714,5140.13%+943
GOLDMAN SACHS GROUP INC(GS)12,59914,926+2,3277,2148,1540.23%+939
WILLIAMS COS INC(WMB)133,409136,338+2,9297,2208,1480.23%+927
TJX COS INC NEW(TJX)047,893+47,89305,8330.16%+5,833
HOME DEPOT INC(HD)065,633+65,633024,0540.68%+24,054
ALTRIA GROUP INC(MO)056,697+56,69703,4030.10%+3,403
CINTAS CORP(CTAS)017,936+17,93603,6860.10%+3,686
ESSEX PPTY TR INC(ESS)017,122+17,12205,2490.15%+5,249
MONDELEZ INTL INC(MDLZ)052,652+52,65203,5720.10%+3,572
XYLEM INC(XYL)056,482+56,48206,7470.19%+6,747
PUBLIC STORAGE OPER CO(PSA)026,274+26,27407,8640.22%+7,864
AFLAC INC(AFL)046,404+46,40405,1600.15%+5,160
QUALCOMM INC(QCOM)059,369+59,36909,1200.26%+9,120
CITIGROUP INC(C)80,98392,148+11,1655,7006,5420.18%+841
MERCADOLIBRE INC(MELI)01,709+1,70903,3340.09%+3,334
AUTOMATIC DATA PROCESSING IN023,478+23,47807,1730.20%+7,173
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