Fund HoldingsSt. Johns Investment Management Company, LLC

Total Portfolio Value
$208.47M
Total Bought
$13.95M
Total Sold
$10.89M
Net Transaction
+$3.06M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)3,4843,390-941,7253,0631.47%+1,338
SCHWAB STRATEGIC TR132,456138,073+5,6179,97711,2435.39%+1,267
MICROSOFT CORP(MSFT)15,31216,634+1,3225,7586,9983.36%+1,240
SCHWAB STRATEGIC TR209,579219,447+9,8689,90110,8065.18%+905
SPDR GOLD TR(GLD)26,23727,729+1,4925,0165,7042.74%+689
AMAZON COM INC(AMZN)23,36923,003-3663,5514,1491.99%+599
META PLATFORMS INC(META)5,3575,133-2241,8962,4921.20%+596
ADVANCED MICRO DEVICES INC(AMD)2,9885,466+2,4784409870.47%+546
BANK AMERICA CORP94,65696,036+1,3803,1873,6421.75%+455
CVS HEALTH CORP(CVS)12,92117,799+4,8781,0201,4200.68%+399
CUMMINS INC(CMI)4,3964,924+5281,0531,4510.70%+398
MERCK & CO INC(MRK)16,09616,170+741,7552,1341.02%+379
JPMORGAN CHASE & CO(JPM)11,13511,300+1651,8942,2631.09%+369
ISHARES TR8,0297,982-473,8354,1962.01%+361
EXXON MOBIL CORP021,653+21,65302,5171.21%+2,517
AMERICAN EXPRESS CO(AXP)11,20110,754-4472,0982,4491.17%+350
ORACLE CORP(ORCL)014,915+14,91501,8730.90%+1,873
NEXTERA ENERGY INC(NEE)011,005+11,00507030.34%+703
WALMART INC(WMT)039,683+39,68302,3881.15%+2,388
SALESFORCE INC(CRM)5,6065,834+2281,4751,7570.84%+282
DISNEY WALT CO(DIS)8,5698,592+237741,0510.50%+278
CHEVRON CORP NEW(CVX)08,836+8,83601,3940.67%+1,394
VISA INC(V)4,7295,375+6461,2311,5000.72%+269
COSTCO WHSL CORP NEW(COST)1,5171,729+2121,0011,2670.61%+265
VALERO ENERGY CORP(VLO)04,996+4,99608530.41%+853
STRYKER CORPORATION(SYK)5,1965,022-1741,5561,7970.86%+241
SPDR S&P 500 ETF TR(SPY)20,03718,648-1,3899,5249,7544.68%+230
UNITEDHEALTH GROUP INC(UNH)03,150+3,15001,5580.75%+1,558
TRUIST FINL CORP(TFC)32,25536,338+4,0831,1911,4160.68%+226
KROGER CO(KR)014,764+14,76408430.40%+843
UNITED PARCEL SERVICE INC(UPS)04,466+4,46606640.32%+664
GENERAL DYNAMICS CORP(GD)2,7843,312+5287239360.45%+213
ABBVIE INC(ABBV)3,3844,008+6245247300.35%+205
QUALCOMM INC(QCOM)11,58811,034-5541,6761,8680.90%+192
ALLSTATE CORP(ALL)3,9554,222+2675547300.35%+177
SELECT SECTOR SPDR TR
ST STR ENERG ETF
014,910+14,91001,4080.68%+1,408
FRANCO NEV CORP(FNV)01,400+1,40001670.08%+167
ECOLAB INC(ECL)2,8103,115+3055577190.35%+162
METLIFE INC(MET)012,893+12,89309560.46%+956
HOME DEPOT INC(HD)4,7324,679-531,6401,7950.86%+155
LOWES COS INC(LOW)5,6625,547-1151,2601,4130.68%+153
FEDEX CORP(FDX)03,487+3,48701,0100.48%+1,010
PRUDENTIAL FINL INC(PFH)07,083+7,08308320.40%+832
SELECT SECTOR SPDR TR
ST STR SVC ETF
31,26529,493-1,7722,2722,4081.16%+137
FIFTH THIRD BANCORP(FITB)20,31822,132+1,8147018240.40%+123
SEABRIDGE GOLD INC(SA)08,000+8,00001210.06%+121
ALAMOS GOLD INC NEW07,800+7,80001150.06%+115
UNITED STS OIL FD LP(USO)01,400+1,40001100.05%+110
DIREXION SHS ETF TR
DAILY S&P OIL &
012,780+12,78005240.25%+524
DUPONT DE NEMOURS INC(DD)09,825+9,82507530.36%+753
AMGEN INC(AMGN)06,077+6,07701,7280.83%+1,728
PROCTER AND GAMBLE CO(PG)07,671+7,67101,2450.60%+1,245
SPROTT PHYSICAL GOLD TR(PHYS)06,000+6,00001040.05%+104
SCHWAB STRATEGIC TR397,107362,305-34,80222,39722,48510.79%+88
GENERAL ELECTRIC CO(GE)0500+5000880.04%+88
DEERE & CO(DE)2,3972,541+1449581,0440.50%+85
SOUTHERN CO(SO)9,37010,328+9586577410.36%+84
CORNING INC(GLW)022,483+22,48307410.36%+741
VERIZON COMMUNICATIONS INC(VZ)11,59812,322+7244375170.25%+80
YUM BRANDS INC(YUM)4,4214,650+2295786450.31%+67
ISHARES TR52,45249,277-3,1754,0774,1441.99%+67
ISHARES TR9535,718+4,7654274930.24%+66
BERKSHIRE HATHAWAY INC DEL86586503093640.17%+55
AGNICO EAGLE MINES LTD(AEM)0900+9000540.03%+54
BROADCOM INC(AVGO)041+410540.03%+54
HARMONY GOLD MINING CO LTD(HMY)06,400+6,4000520.03%+52
WHEATON PRECIOUS METALS CORP(WPM)01,100+1,1000520.02%+52
SCHWAB STRATEGIC TR81,31677,409-3,9076,1916,2412.99%+51
BANCO BILBAO VIZCAYA ARGENTA(BBVA)31,80528,764-3,0412903410.16%+51
UNITED RENTALS INC(URI)070+700500.02%+50
GOLDMAN SACHS GROUP INC(GS)0120+1200500.02%+50
COCA COLA CO(KO)40,66739,969-6982,3972,4451.17%+49
WEATHERFORD INTL PLC(WFRD)0400+4000460.02%+46
VANECK ETF TRUST
GOLD MINERS ETF
01,400+1,4000440.02%+44
STARBUCKS CORP(SBUX)9,78910,734+9459409810.47%+41
PEPSICO INC(PEP)08,280+8,28001,4490.70%+1,449
AT&T INC(T)23,56324,503+9403954310.21%+36
UNION PAC CORP(UNP)2,2482,365+1175525820.28%+29
FORTUNE BRANDS INNOVATIONS I(FBIN)2,5302,53001932140.10%+22
BERKLEY W R CORP01,125+1,1250990.05%+99
PFIZER INC(PFE)031,674+31,67408790.42%+879
CATERPILLAR INC(CAT)250250074920.04%+18
COLGATE PALMOLIVE CO(CL)1,5801,58001261420.07%+16
ALPHABET INC(GOOG)1,4001,40001972130.10%+16
MARATHON PETE CORP(MPC)0250+2500500.02%+50
TAPESTRY INC(TPR)0275+2750130.01%+13
OREILLY AUTOMOTIVE INC(ORLY)010+100110.01%+11
ACUSHNET HLDGS CORP0150+1500100.00%+10
MASTERBRAND INC(MBC)2,5302,530038470.02%+10
UBER TECHNOLOGIES INC(UBER)0115+115090.00%+9
PUBLIC SVC ENTERPRISE GRP IN(PEG)1,5001,5000921000.05%+8
EMERSON ELEC CO(EMR)0500+5000570.03%+57
BOISE CASCADE CO DEL(BCC)048+48070.00%+7
REGENERON PHARMACEUTICALS(REGN)8686076830.04%+7
HUNTINGTON INGALLS INDS INC(HII)019+19060.00%+6
TESLA INC(TSLA)0338+3380590.03%+59
BLACK HILLS CORP0100+100050.00%+5
NOVO-NORDISK A S(NVO)038+38050.00%+5
WELLS FARGO CO NEW(WFC)553553027320.02%+5
RTX CORPORATION(RTX)046+46040.00%+4
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