Fund HoldingsSt. Johns Investment Management Company, LLC

Total Portfolio Value
$202.20M
Total Bought
$6.44M
Total Sold
$18.98M
Net Transaction
-$12.54M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL1,0342,796+1,7624691,4890.74%+1,020
SPDR GOLD TR(GLD)023,658+23,65806,8173.37%+6,817
FORTINET INC(FTNT)7636,302+5,539726070.30%+535
PALO ALTO NETWORKS INC(PANW)3903,543+3,153716050.30%+534
SPDR SER TR
ST STR SP HOME
6245,279+4,655655120.25%+446
AMGEN INC(AMGN)05,503+5,50301,7140.85%+1,714
AT&T INC(T)29,70031,254+1,5546768840.44%+208
MICROSOFT CORP(MSFT)15,91918,395+2,4766,7106,9053.42%+195
SELECT SECTOR SPDR TR
ST STR INDL ETF
014,263+14,26301,8690.92%+1,869
EXXON MOBIL CORP019,564+19,56402,3271.15%+2,327
SCHWAB STRATEGIC TR0213,825+213,82505,9792.96%+5,979
ISHARES TR50,96554,686+3,7214,5054,6522.30%+147
CHEVRON CORP NEW(CVX)07,669+7,66901,2830.63%+1,283
VISA INC(V)5,4035,172-2311,7081,8130.90%+105
ABBVIE INC(ABBV)03,886+3,88608140.40%+814
SELECT SECTOR SPDR TR
ST STR CARE ETF
012,510+12,51001,8270.90%+1,827
ABBOTT LABS09,929+9,92901,3170.65%+1,317
JOHNSON & JOHNSON(JNJ)08,488+8,48801,4080.70%+1,408
AMERICAN WTR WKS CO INC NEW03,284+3,28404840.24%+484
SELECT SECTOR SPDR TR
ST STR ENERG ETF
09,331+9,33108720.43%+872
UNITEDHEALTH GROUP INC(UNH)02,601+2,60101,3620.67%+1,362
MCDONALDS CORP(MCD)06,541+6,54102,0431.01%+2,043
SOUTHERN CO(SO)08,946+8,94608230.41%+823
VERIZON COMMUNICATIONS INC(VZ)013,566+13,56606150.30%+615
CVS HEALTH CORP(CVS)09,400+9,40006370.31%+637
STARBUCKS CORP(SBUX)05,142+5,14205040.25%+504
KROGER CO(KR)14,21113,676-5358699260.46%+57
DEERE & CO(DE)02,345+2,34501,1010.54%+1,101
DIREXION SHS ETF TR
DAI SEM BUL ETF
02,880+2,8800460.02%+46
BANCO BILBAO VIZCAYA ARGENTA(BBVA)023,764+23,76403240.16%+324
COSTCO WHSL CORP NEW(COST)1,8301,813-171,6771,7150.85%+38
SELECT SECTOR SPDR TR
ST STR STAPL ETF
03,199+3,19902610.13%+261
ALLSTATE CORP(ALL)03,837+3,83707950.39%+795
STRYKER CORPORATION(SYK)05,058+5,05801,8830.93%+1,883
CISCO SYS INC(CSCO)18,17317,811-3621,0761,0990.54%+23
BERKLEY W R CORP1,6871,6870991200.06%+21
ECOLAB INC(ECL)02,957+2,95707500.37%+750
SPDR SER TR
ST STR SP METAL
0323+3230180.01%+18
ALTRIA GROUP INC(MO)500689+18926410.02%+15
GENERAL DYNAMICS CORP(GD)03,399+3,39909260.46%+926
WEC ENERGY GROUP INC(WEC)0580+5800630.03%+63
PHILIP MORRIS INTL INC(PM)0200+2000320.02%+32
SELECT SECTOR SPDR TR
ST STR MATER ETF
03,326+3,32602860.14%+286
COLGATE PALMOLIVE CO(CL)01,601+1,60101500.07%+150
MONDELEZ INTL INC(MDLZ)0500+5000340.02%+34
DUKE ENERGY CORP NEW(DUK)0226+2260280.01%+28
NORTHROP GRUMMAN CORP(NOC)01,938+1,93809920.49%+992
ELI LILLY & CO(LLY)051+510420.02%+42
APTIV PLC(APTV)045+45030.00%+3
OREILLY AUTOMOTIVE INC(ORLY)1010012140.01%+2
3M CO(MMM)0100+1000150.01%+15
ALNYLAM PHARMACEUTICALS INC(ALNY)050+500140.01%+14
MARATHON PETE CORP(MPC)0250+2500360.02%+36
TAPESTRY INC(TPR)275275018190.01%+1
WELLS FARGO CO NEW(WFC)553553039400.02%+1
ENTERPRISE PRODS PARTNERS L(EPD)29229209100.00%+1
FIDELITY NATIONAL FINANCIAL(FNF)090+90060.00%+6
RTX CORPORATION(RTX)046+46060.00%+6
ASTRAZENECA PLC(AZN)058+58040.00%+4
CONSOLIDATED EDISON INC(ED)020+20020.00%+2
GARMIN LTD(GRMN)35350780.00%0
PROFICIENT AUTO LOGISTICS IN01,000+1,000080.00%+8
ANHEUSER BUSCH INBEV SA/NV(BUD)025+25020.00%+2
HUNTINGTON INGALLS INDS INC(HII)019+19040.00%+4
DUTCH BROS INC(BROS)30300220.00%0
SOLVENTUM CORP(SOLV)025+25020.00%+2
AEGON LTD(AEG)0354+354020.00%+2
PALANTIR TECHNOLOGIES INC(PLTR)28280220.00%0
EQT CORP(EQT)31310120.00%0
BLACK HILLS CORP0100+100060.00%+6
WALGREENS BOOTS ALLIANCE INC1001000110.00%0
ALLEGRO MICROSYSTEMS INC(ALGM)050+50010.00%+1
CONOCOPHILLIPS(COP)24240230.00%0
MILLROSE PPTYS INC(MRP)04+4000.00%0
FORD MTR CO(F)0565+565060.00%+6
ATLANTA BRAVES HLDGS INC040+40020.00%+2
NUVEEN MUNICIPAL CREDIT INC(NZF)01,058+1,0580130.01%+13
POST HLDGS INC(POST)033+33040.00%+4
FRONTIER COMMUNICATIONS PARE50500220.00%0
ATLANTA BRAVES HLDGS INC10100000.00%0
AMEDISYS INC014+14010.00%+1
TJX COS INC NEW(TJX)23230330.00%0
PHILLIPS 66(PSX)110000.00%0
OCCIDENTAL PETE CORP(OXY)050+50010.00%+1
BECTON DICKINSON & CO(BDX)110000.00%0
DOLLAR TREE INC(DLTR)440000.00%0
EXCHANGE TRADED CONCEPTS TRU110000.00%-0
HEALTHPEAK PROPERTIES INC(DOC)0110+110020.00%+2
STRATEGY SHS
NS 7HANDL IDX
024+24010.00%+1
TNF PHARMACEUTICALS INC14140000.00%-0
BEYOND MEAT INC020+20000.00%0
THERMO FISHER SCIENTIFIC INC(TMO)01+1010.00%+1
OSHKOSH CORP(OSK)023+23020.00%+2
EASTMAN KODAK CO(KODK)1001000110.00%-0
ZILLOW GROUP INC(Z)880110.00%-0
F&G ANNUITIES & LIFE INC(FG)660000.00%-0
LISTED FD TR
ROUNDHILL BALL
50500110.00%-0
LEIDOS HOLDINGS INC(LDOS)770110.00%-0
TOPGOLF CALLAWAY BRANDS CORP(CALY)050+50000.00%0
SOFI TECHNOLOGIES INC(SOFI)19190000.00%-0
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