Fund HoldingsBerkeley Capital Partners, LLC

Total Portfolio Value
$327.98M
Total Bought
$42.04M
Total Sold
$34.83M
Net Transaction
+$7.21M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR SER TR
ST STR SP600 SML
0158,724+158,72406,8312.08%+6,831
SPDR SER TR
ST STR P400MID
0127,753+127,75306,8142.08%+6,814
SPDR S&P 500 ETF TR(SPY)118,814116,906-1,90856,47361,15018.64%+4,677
VANGUARD WHITEHALL FDS212,607211,571-1,03623,73325,5987.80%+1,865
VANGUARD WORLD FD
INDUSTRIAL ETF
38,73241,657+2,9258,53810,1703.10%+1,633
ISHARES TR049,271+49,27101,5880.48%+1,588
NVIDIA CORPORATION(NVDA)3,0233,098+751,4972,7990.85%+1,302
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0278,402+278,402022,4146.83%+22,414
BANK AMERICA CORP26,22056,085+29,8658832,1270.65%+1,244
NOVARTIS AG(NVS)018,152+18,15201,7560.54%+1,756
BRISTOL-MYERS SQUIBB CO(BMY)040,743+40,74302,2100.67%+2,210
KELLANOVA018,391+18,39101,0540.32%+1,054
PFIZER INC(PFE)064,458+64,45801,7890.55%+1,789
UNITED PARCEL SERVICE INC(UPS)05,921+5,92108800.27%+880
VANECK ETF TRUST
GOLD MINERS ETF
146,295170,949+24,6544,5375,4051.65%+869
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
166,686180,628+13,94213,36014,1314.31%+771
INVESCO QQQ TR19,81119,881+708,1138,8272.69%+714
MEDTRONIC PLC(MDT)19,18726,183+6,9961,5812,2820.70%+701
MICROSOFT CORP(MSFT)13,94813,915-335,2455,8541.78%+609
CISCO SYS INC(CSCO)048,939+48,93902,4430.74%+2,443
ISHARES TR05,840+5,84005720.17%+572
INTERNATIONAL BUSINESS MACHS(IBM)02,962+2,96205660.17%+566
EXXON MOBIL CORP022,480+22,48002,6130.80%+2,613
NEXPOINT REAL ESTATE FIN INC032,199+32,19904620.14%+462
ISHARES TR44,26650,795+6,5294,3774,8061.47%+429
ELI LILLY & CO(LLY)8691,077+2085078380.26%+331
FRANCO NEV CORP(FNV)015,233+15,23301,8150.55%+1,815
FRESHPET INC(FRPT)10,83210,83209401,2550.38%+315
VANGUARD INDEX FDS10,10010,413+3132,3962,7060.83%+310
AMAZON COM INC(AMZN)10,98710,971-161,6691,9790.60%+310
DOLLAR GEN CORP NEW(DG)01,971+1,97103080.09%+308
CONAGRA BRANDS INC(CAG)059,064+59,06401,7510.53%+1,751
MICROSTRATEGY INC(MSTR)0168+16802860.09%+286
CITIGROUP INC(C)04,525+4,52502860.09%+286
KENVUE INC(KVUE)066,826+66,82601,4340.44%+1,434
WASTE MGMT INC DEL(WM)01,301+1,30102770.08%+277
ALTRIA GROUP INC(MO)026,801+26,80101,1690.36%+1,169
LOWES COS INC(LOW)01,074+1,07402740.08%+274
ASML HOLDING N V
N Y REGISTRY SHS
0271+27102630.08%+263
VERIZON COMMUNICATIONS INC(VZ)55,11555,535+4202,0782,3300.71%+252
CHEVRON CORP NEW(CVX)014,543+14,54302,2940.70%+2,294
INVESCO EXCH TRADED FD TR II03,613+3,61302380.07%+238
PHILIP MORRIS INTL INC(PM)017,861+17,86101,6360.50%+1,636
VANGUARD BD INDEX FDS
VANGUARD ULTRA
04,709+4,70902330.07%+233
ALPS ETF TR
ALERIAN MLP
062,999+62,99902,9900.91%+2,990
ISHARES TR03,025+3,02502260.07%+226
HEALTHPEAK PROPERTIES INC(DOC)065,615+65,61501,2300.38%+1,230
SPDR SER TR
ST STR BLO 1 ETF
02,385+2,38502190.07%+219
BCE INC(BCE)034,373+34,37301,1680.36%+1,168
ISHARES TR03,500+3,50002170.07%+217
ALIBABA GROUP HLDG LTD(BABA)02,936+2,93602120.06%+212
VANGUARD INDEX FDS01,350+1,35002100.06%+210
JPMORGAN CHASE & CO(JPM)8,8658,556-3091,5081,7140.52%+206
ISHARES INC
MSCI GBL GOLD MN
08,090+8,09002050.06%+205
HOME DEPOT INC(HD)5,1915,217+261,7992,0010.61%+202
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
03,625+3,62502000.06%+200
VANGUARD WORLD FD
CONSUM DIS ETF
2,8383,346+5088641,0630.32%+199
META PLATFORMS INC(META)1,7221,664-586108080.25%+198
MORGAN STANLEY(MS)12,24814,149+1,9011,1421,3320.41%+190
ABBVIE INC(ABBV)07,222+7,22201,3150.40%+1,315
DUKE ENERGY CORP NEW(DUK)021,167+21,16702,0470.62%+2,047
ACUITY BRANDS INC(AYI)3,3633,120-2436898380.26%+150
PPL CORP(PPL)054,290+54,29001,4950.46%+1,495
FORD MTR CO DEL(F)049,896+49,89606630.20%+663
ISHARES TR3,1843,271+879651,1030.34%+137
PALO ALTO NETWORKS INC(PANW)1,9702,512+5425817140.22%+133
COMCAST CORP NEW(CCZ)028,766+28,76601,2470.38%+1,247
TRAVELERS COMPANIES INC(TRV)4,1513,978-1737919160.28%+125
VANGUARD INDEX FDS4,6684,884+2169961,1160.34%+121
DOW INC(DOW)32,69232,904+2121,7931,9060.58%+113
VANGUARD WORLD FD
INF TECH ETF
2,2722,307+351,1001,2100.37%+110
BARCLAYS PLC010,355+10,3550980.03%+98
ADVANCED MICRO DEVICES INC(AMD)2,8242,841+174165130.16%+96
EOG RES INC(EOG)012,014+12,01401,5360.47%+1,536
BROADCOM INC(AVGO)433431-24835710.17%+88
PROCTER AND GAMBLE CO(PG)05,381+5,38108730.27%+873
ALPHABET INC(GOOG)7,2997,29901,0201,1020.34%+82
MARATHON OIL CORP015,578+15,57804410.13%+441
VANGUARD INDEX FDS1,1801,221+415165870.18%+71
SHELL PLC(SHEL)06,444+6,44404320.13%+432
GENUINE PARTS CO(GPC)03,161+3,16104900.15%+490
BERKSHIRE HATHAWAY INC DEL01,327+1,32705580.17%+558
ALPHABET INC(GOOG)5,9225,898-248358980.27%+63
CONSTELLATION BRANDS INC(STZ)01,877+1,87705100.16%+510
PEPSICO INC(PEP)05,163+5,16309040.28%+904
PRUDENTIAL FINL INC(PFH)5,2905,141-1495496040.18%+55
SALESFORCE INC(CRM)1,3981,403+53684230.13%+55
COSTCO WHSL CORP NEW(COST)70870804685190.16%+51
INTERCONTINENTAL EXCHANGE IN(ICE)5,4195,437+186967470.23%+51
ISHARES TR1,2746,654+5,3803534040.12%+51
RTX CORPORATION(RTX)17,08715,246-1,8411,4381,4870.45%+49
VISA INC(V)4,0963,997-991,0661,1150.34%+49
WALMART INC(WMT)05,144+5,14403100.09%+310
CHUBB LIMITED
COM
1,6301,595-353684130.13%+45
AT&T INC(T)23,83025,225+1,3954004440.14%+44
VANGUARD INDEX FDS1,4551,437-184524950.15%+43
TRUIST FINL CORP(TFC)35,29434,520-7741,3031,3460.41%+43
CONOCOPHILLIPS(COP)03,504+3,50404460.14%+446
TYSON FOODS INC(TSN)09,633+9,63305660.17%+566
COCA COLA CO(KO)20,02719,952-751,1801,2210.37%+40
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