Fund HoldingsBerkeley Capital Partners, LLC

Total Portfolio Value
$394.32M
Total Bought
$47.91M
Total Sold
$24.02M
Net Transaction
+$23.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
COASTALSOUTH BANCSHARES, INC.0395,116+395,11608,4522.14%+8,452
SPDR S&P 500 ETF TR(SPY)0126,898+126,898078,40419.88%+78,404
VANGUARD WORLD FD
FINANCIALS ETF
029,496+29,49603,7550.95%+3,755
MICROSOFT CORP(MSFT)015,146+15,14607,5341.91%+7,534
INVESCO QQQ TR019,525+19,525010,7712.73%+10,771
CONAGRA BRANDS INC(CAG)071,580+71,58001,4650.37%+1,465
AT&T INC(T)21,05768,943+47,8865951,9950.51%+1,400
CONOCOPHILLIPS(COP)7,74124,631+16,8908132,2100.56%+1,397
NVIDIA CORPORATION(NVDA)031,957+31,95705,0491.28%+5,049
PACCAR INC(PCAR)014,311+14,31101,3600.34%+1,360
ISHARES TR039,113+39,11306,7771.72%+6,777
PPG INDS INC(PPG)010,429+10,42901,1860.30%+1,186
VANGUARD INTL EQUITY INDEX F122,619127,773+5,1547,4388,5892.18%+1,151
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
296,145301,475+5,33024,21324,9986.34%+785
RIO TINTO PLC(RIO)14,74028,408+13,6688861,6570.42%+771
BARRICK MNG CORP(B)036,958+36,95807690.20%+769
VANGUARD WHITEHALL FDS220,044218,236-1,80828,37729,0937.38%+716
BHP GROUP LTD014,513+14,51306980.18%+698
NORFOLK SOUTHN CORP(NSC)02,473+2,47306330.16%+633
RTX CORPORATION(RTX)04,317+4,31706300.16%+630
VANECK ETF TRUST
GOLD MINERS ETF
155,298148,993-6,3057,1397,7571.97%+618
SPDR SERIES TRUST
ST STR P400MID
0134,797+134,79707,3301.86%+7,330
BROADCOM INC(AVGO)04,846+4,84601,3360.34%+1,336
UNITED PARCEL SERVICE INC(UPS)8,78714,920+6,1339661,5060.38%+540
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
195,835202,842+7,00714,86615,3963.90%+530
SPDR SERIES TRUST
ST STR SP600 SML
0168,585+168,58507,1821.82%+7,182
VANGUARD INDEX FDS017,093+17,09304,7831.21%+4,783
META PLATFORMS INC(META)2,0682,157+891,1921,5920.40%+400
ETFS GOLD TR(SGOL)012,069+12,06903810.10%+381
BANK AMERICA CORP058,094+58,09402,7490.70%+2,749
AMAZON COM INC(AMZN)010,675+10,67502,3420.59%+2,342
VANGUARD WORLD FD
INF TECH ETF
02,408+2,40801,5970.40%+1,597
SPDR S&P 500 ETF TR(SPY)(Put)0000309+309
JPMORGAN CHASE & CO.(JPM)7,7957,612-1831,9122,2070.56%+294
VANGUARD INDEX FDS010,130+10,13003,0790.78%+3,079
CITIGROUP INC(C)021,944+21,94401,8680.47%+1,868
MERCADOLIBRE INC(MELI)391393+27631,0270.26%+264
TRANE TECHNOLOGIES PLC(TT)0598+59802620.07%+262
ISHARES INC
MSCI GBL GOLD MN
7,38912,237+4,8482835360.14%+252
SERVICENOW INC(NOW)0239+23902460.06%+246
MARVELL TECHNOLOGY INC(MRVL)03,172+3,17202460.06%+246
ASML HOLDING N V
N Y REGISTRY SHS
0276+27602210.06%+221
PALANTIR TECHNOLOGIES INC(PLTR)01,588+1,58802160.05%+216
SYNOVUS FINL CORP04,061+4,06102100.05%+210
ISHARES TR03,230+3,23001,3710.35%+1,371
CROWDSTRIKE HLDGS INC(CRWD)0403+40302050.05%+205
BLACKSTONE INC(BX)01,353+1,35302020.05%+202
PALO ALTO NETWORKS INC(PANW)05,943+5,94301,2160.31%+1,216
NIKE INC(NKE)018,239+18,23901,2960.33%+1,296
NETFLIX INC(NFLX)351377+263275050.13%+178
INTERNATIONAL BUSINESS MACHS(IBM)4,7894,634-1551,1911,3660.35%+175
ISHARES TR59,80363,593+3,7905,4445,6121.42%+168
MICROSTRATEGY INC(MSTR)1,3641,381+173935580.14%+165
VANGUARD WORLD FD
CONSUM DIS ETF
03,555+3,55501,2880.33%+1,288
PNC FINL SVCS GROUP INC(PNC)4,8695,287+4188569860.25%+130
ISHARES TR061,136+61,13601,8760.48%+1,876
MICRON TECHNOLOGY INC(MU)3,4753,362-1133024140.11%+112
TRUIST FINL CORP(TFC)038,886+38,88601,6720.42%+1,672
ISHARES TR2,8632,887+244385450.14%+106
VANGUARD INDEX FDS03,736+3,73601,0660.27%+1,066
PHILIP MORRIS INTL INC(PM)04,483+4,48308160.21%+816
ACUITY INC(AYI)02,980+2,98008890.23%+889
BOEING CO(BA)1,3571,584+2272313320.08%+100
HUNTINGTON BANCSHARES INC(HBAN)032,217+32,21705400.14%+540
WHEATON PRECIOUS METALS CORP(WPM)7,6387,63805936860.17%+93
VANGUARD INDEX FDS01,361+1,36105970.15%+597
TESLA INC(TSLA)02,601+2,60108260.21%+826
VANGUARD INDEX FDS01,281+1,28107280.18%+728
VANGUARD INDEX FDS05,990+5,99001,4190.36%+1,419
ALPHABET INC(GOOG)08,247+8,24701,4530.37%+1,453
MORGAN STANLEY(MS)02,566+2,56603610.09%+361
GENERAL DYNAMICS CORP(GD)4,4034,350-531,2001,2690.32%+69
INTERCONTINENTAL EXCHANGE IN(ICE)5,6395,665+269731,0390.26%+67
ISHARES TR5,6355,875+2404615250.13%+65
VANGUARD BD INDEX FDS
VANGUARD ULTRA
05,799+5,79902890.07%+289
DISNEY WALT CO(DIS)04,051+4,05105020.13%+502
ADVANCED MICRO DEVICES INC(AMD)02,068+2,06802930.07%+293
VANGUARD WHITEHALL FDS7,0667,152+865215730.15%+52
SYSCO CORP(SYY)18,60619,107+5011,3961,4470.37%+51
HOME DEPOT INC(HD)05,628+5,62802,0630.52%+2,063
KINROSS GOLD CORP(KGC)15,37415,37401942400.06%+46
PROSPECT CAP CORP(PSEC)013,426+13,4260430.01%+43
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
019,390+19,39001,5420.39%+1,542
GENUINE PARTS CO(GPC)8,0378,178+1419589920.25%+35
INTUITIVE SURGICAL INC0456+45602480.06%+248
ISHARES TR0980+98003330.08%+333
SPDR SERIES TRUST
ST STR SP REGBNK
4,7275,057+3302693000.08%+32
AMERICAN TOWER CORP NEW(AMT)2,1692,259+904724990.13%+27
IMMUNITYBIO INC(IBRX)010,000+10,0000260.01%+26
ABBOTT LABS1,7781,912+1342362600.07%+24
ISHARES TR06,410+6,41003980.10%+398
VANGUARD INDEX FDS5,6415,633-89749960.25%+21
ISHARES TR2,8862,902+165435640.14%+21
ISHARES TR17,77517,770-51,9321,9480.49%+16
KINDER MORGAN INC DEL(KMI)019,197+19,19705640.14%+564
ISHARES GOLD TR(IAU)8,9718,677-2945295410.14%+12
PFIZER INC(PFE)075,812+75,81201,8380.47%+1,838
MACERICH CO(MAC)070,831+70,83101,1460.29%+1,146
FORD MTR CO(F)10,76910,780+111081170.03%+9
ISHARES TR6,1276,177+506066130.16%+7
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