Fund HoldingsSt. Johns Investment Management Company, LLC

Total Portfolio Value
$195.55M
Total Bought
$16.01M
Total Sold
$9.36M
Net Transaction
+$6.65M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SCHWAB STRATEGIC TR0397,107+397,107022,39711.45%+22,397
SPDR S&P 500 ETF TR(SPY)020,037+20,03709,5244.87%+9,524
SCHWAB STRATEGIC TR0209,579+209,57909,9015.06%+9,901
SELECT SECTOR SPDR TR
ST STR TECHN ETF
031,363+31,36306,0373.09%+6,037
MICROSOFT CORP(MSFT)015,312+15,31205,7582.94%+5,758
APPLE INC(AAPL)061,941+61,941011,9266.10%+11,926
ISHARES TR021,635+21,63504,3422.22%+4,342
SCHWAB STRATEGIC TR0132,456+132,45609,9775.10%+9,977
ISHARES TR052,452+52,45204,0772.08%+4,077
AMAZON COM INC(AMZN)023,369+23,36903,5511.82%+3,551
BANK AMERICA CORP094,656+94,65603,1871.63%+3,187
NVIDIA CORPORATION(NVDA)2,9003,484+5841,2611,7250.88%+464
SPDR GOLD TR(GLD)026,237+26,23705,0162.56%+5,016
AMERICAN EXPRESS CO(AXP)011,201+11,20102,0981.07%+2,098
ADVANCED MICRO DEVICES INC(AMD)02,988+2,98804400.23%+440
INVESCO QQQ TR01,215+1,21504980.25%+498
MCDONALDS CORP(MCD)07,579+7,57902,2471.15%+2,247
SCHWAB STRATEGIC TR081,316+81,31606,1913.17%+6,191
SALESFORCE INC(CRM)05,606+5,60601,4750.75%+1,475
SELECT SECTOR SPDR TR
ST STR FINL ETF
74,13474,581+4472,4592,8041.43%+345
QUALCOMM INC(QCOM)011,588+11,58801,6760.86%+1,676
META PLATFORMS INC(META)5,2565,357+1011,5781,8960.97%+318
ISHARES TR08,029+8,02903,8351.96%+3,835
HOME DEPOT INC(HD)04,732+4,73201,6400.84%+1,640
SPDR S&P MIDCAP 400 ETF TR(MDY)05,578+5,57802,8301.45%+2,830
TRUIST FINL CORP(TFC)032,255+32,25501,1910.61%+1,191
SELECT SECTOR SPDR TR
ST STR SVC ETF
031,265+31,26502,2721.16%+2,272
JPMORGAN CHASE & CO(JPM)011,135+11,13501,8940.97%+1,894
SELECT SECTOR SPDR TR
ST STR INDL ETF
18,58018,752+1721,8842,1381.09%+254
DISNEY WALT CO(DIS)08,569+8,56907740.40%+774
VISA INC(V)04,729+4,72901,2310.63%+1,231
INTEL CORP(INTC)24,68521,999-2,6868781,1050.57%+228
ISHARES TR02,200+2,20002240.11%+224
COSTCO WHSL CORP NEW(COST)1,4241,517+938051,0010.51%+197
SELECT SECTOR SPDR TR
ST STR DISCR ETF
010,879+10,87901,9450.99%+1,945
SELECT SECTOR SPDR TR
ST STR CARE ETF
020,092+20,09202,7401.40%+2,740
ALPHABET INC(GOOG)26,65726,171-4863,4883,6561.87%+167
FIFTH THIRD BANCORP(FITB)020,318+20,31807010.36%+701
CVS HEALTH CORP(CVS)012,921+12,92101,0200.52%+1,020
NIKE INC(NKE)011,462+11,46201,2440.64%+1,244
ABBOTT LABS011,726+11,72601,2910.66%+1,291
ALLSTATE CORP(ALL)03,955+3,95505540.28%+554
STRYKER CORPORATION(SYK)05,196+5,19601,5560.80%+1,556
GENERAL DYNAMICS CORP(GD)02,784+2,78407230.37%+723
DIREXION SHS ETF TR
DAI SEM BUL ETF
03,000+3,0000940.05%+94
MERCK & CO INC(MRK)016,096+16,09601,7550.90%+1,755
ECOLAB INC(ECL)02,810+2,81005570.29%+557
COCA COLA CO(KO)040,667+40,66702,3971.23%+2,397
UNION PAC CORP(UNP)02,248+2,24805520.28%+552
LOWES COS INC(LOW)05,662+5,66201,2600.64%+1,260
NORTHROP GRUMMAN CORP(NOC)02,568+2,56801,2020.61%+1,202
ISHARES TR0953+95304270.22%+427
SELECT SECTOR SPDR TR
ST STR UTIL ETF
04,211+4,21102670.14%+267
PROSHARES TR II
ULSHT BLOOMB OIL
010,000+10,00002090.11%+209
CUMMINS INC(CMI)04,396+4,39601,0530.54%+1,053
DEERE & CO(DE)02,397+2,39709580.49%+958
SELECT SECTOR SPDR TR
ST STR MATER ETF
05,523+5,52304720.24%+472
FORTUNE BRANDS INNOVATIONS I(FBIN)02,530+2,53001930.10%+193
HONEYWELL INTL INC(HON)01,395+1,39502930.15%+293
SOUTHERN CO(SO)09,370+9,37006570.34%+657
VERIZON COMMUNICATIONS INC(VZ)011,598+11,59804370.22%+437
SPDR SER TR
ST SHOR CORP ETF
0938+9380280.01%+28
ELI LILLY & CO(LLY)3067+3716390.02%+23
AT&T INC(T)023,563+23,56303950.20%+395
COLGATE PALMOLIVE CO(CL)01,580+1,58001260.06%+126
ALPHABET INC(GOOG)1,4001,40001851970.10%+13
STARBUCKS CORP(SBUX)09,789+9,78909400.48%+940
YUM BRANDS INC(YUM)04,421+4,42105780.30%+578
BOEING CO(BA)038+380100.01%+10
BANCO BILBAO VIZCAYA ARGENTA(BBVA)031,805+31,80502900.15%+290
L3HARRIS TECHNOLOGIES INC(LHX)0250+2500530.03%+53
SELECT SECTOR SPDR TR
ST STR STAPL ETF
05,412+5,41203900.20%+390
ISHARES TR01,213+1,2130780.04%+78
MASTERBRAND INC(MBC)2,5302,530031380.02%+7
PUBLIC SVC ENTERPRISE GRP IN(PEG)01,500+1,5000920.05%+92
CATERPILLAR INC(CAT)0250+2500740.04%+74
REGENERON PHARMACEUTICALS(REGN)8686071760.04%+5
WELLS FARGO CO NEW(WFC)0553+5530270.01%+27
ABBVIE INC(ABBV)3,4883,384-1045205240.27%+4
BERKSHIRE HATHAWAY INC DEL868865-33043090.16%+4
NNN REIT INC(NNN)0500+5000220.01%+22
SYSCO CORP(SYY)0538+5380390.02%+39
HUNTINGTON BANCSHARES INC(HBAN)1,0001,000010130.01%+2
WEC ENERGY GROUP INC(WEC)0580+5800490.02%+49
AEGON LTD(AEG)0354+354020.00%+2
DUKE ENERGY CORP NEW(DUK)226226020220.01%+2
SELECT SECTOR SPDR TR
ST STR REAL ETF
01,102+1,1020440.02%+44
MANULIFE FINL CORP(MFC)084+84020.00%+2
GLOBUS MED INC(GMED)0500+5000270.01%+27
3M CO(MMM)10010009110.01%+2
MONDELEZ INTL INC(MDLZ)0500+5000360.02%+36
DOLLAR GEN CORP NEW(DG)050+50070.00%+7
LEVI STRAUSS & CO NEW(LEVI)5005000780.00%+1
NUVEEN MUNICIPAL CREDIT INC(NZF)01,058+1,0580130.01%+13
GENERAL MTRS CO(GM)0310+3100110.01%+11
ETF SER SOLUTIONS
HOYA CAP HOUSI
1351350560.00%+1
FIDELITY NATIONAL FINANCIAL(FNF)90900450.00%+1
KRAFT HEINZ CO(KHC)2502500890.00%+1
ONEOK INC NEW(OKE)1211210880.00%+1
GARMIN LTD(GRMN)35350440.00%+1
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