Fund HoldingsBerkeley Capital Partners, LLC

Total Portfolio Value
$302.42M
Total Bought
$33.42M
Total Sold
$17.48M
Net Transaction
+$15.94M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)116,124118,814+2,69049,64156,47318.67%+6,833
VANGUARD WHITEHALL FDS190,876212,607+21,73119,72123,7337.85%+4,012
VANGUARD INDEX FDS28,57141,713+13,1425,9509,7043.21%+3,754
ISHARES TR017,948+17,94801,9860.66%+1,986
INVESCO QQQ TR019,811+19,81108,1132.68%+8,113
REALTY INCOME CORP(O)022,147+22,14701,2720.42%+1,272
VANGUARD WORLD FDS
INDUSTRIAL ETF
038,732+38,73208,5382.82%+8,538
ISHARES TR018,838+18,83809930.33%+993
ISHARES TR065,883+65,88308,0872.67%+8,087
MICROSOFT CORP(MSFT)013,948+13,94805,2451.73%+5,245
SELECT SECTOR SPDR TR
ST STR STAPL ETF
4,18415,788+11,6042881,1370.38%+849
TRAVELERS COMPANIES INC(TRV)04,151+4,15107910.26%+791
VANECK ETF TRUST
GOLD MINERS ETF
0146,295+146,29504,5371.50%+4,537
PUBLIC STORAGE(PSA)02,274+2,27406930.23%+693
VANGUARD INTL EQUITY INDEX F0182,628+182,628010,2533.39%+10,253
ISHARES TR044,266+44,26604,3771.45%+4,377
SELECT SECTOR SPDR TR
ST STR UTIL ETF
4,08611,113+7,0272417040.23%+463
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
06,790+6,79004030.13%+403
SELECT SECTOR SPDR TR
ST STR REAL ETF
08,643+8,64303460.11%+346
VANGUARD WORLD FDS
CONSUM DIS ETF
2,0402,838+7985508640.29%+315
APPLE INC(AAPL)014,922+14,92202,8730.95%+2,873
BOEING CO(BA)01,113+1,11302900.10%+290
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,405+3,40502850.09%+285
AMAZON COM INC(AMZN)11,01610,987-291,4001,6690.55%+269
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
04,359+4,35902680.09%+268
AGNICO EAGLE MINES LTD(AEM)04,845+4,84502660.09%+266
VANGUARD INDEX FDS10,09710,100+32,1452,3960.79%+251
NVIDIA CORPORATION(NVDA)2,8783,023+1451,2521,4970.50%+245
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,269+1,26902440.08%+244
RTX CORPORATION(RTX)017,087+17,08701,4380.48%+1,438
JOHNSON CTLS INTL PLC
SHS
14,79317,759+2,9667871,0240.34%+236
HOME DEPOT INC(HD)5,1815,191+101,5651,7990.59%+234
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
0166,686+166,686013,3604.42%+13,360
JPMORGAN CHASE & CO(JPM)8,8278,865+381,2801,5080.50%+228
FRESHPET INC(FRPT)10,83210,83207149400.31%+226
AMERICAN TOWER CORP NEW(AMT)03,895+3,89508410.28%+841
BANK AMERICA CORP25,12626,220+1,0946888830.29%+195
VANGUARD WORLD FDS
INF TECH ETF
2,1842,272+889061,1000.36%+194
SAFEHOLD INC(SAFE)32,49232,636+1445787640.25%+185
UNION PAC CORP(UNP)4,0584,100+428261,0070.33%+181
ELI LILLY & CO(LLY)622869+2473345070.17%+172
WISDOMTREE TR(WT)053,960+53,96002,4650.82%+2,465
MCDONALDS CORP(MCD)05,378+5,37801,5950.53%+1,595
VANGUARD INDEX FDS4,4854,668+1838489960.33%+148
VISA INC(V)3,9954,096+1019191,0660.35%+148
BARRICK GOLD CORP043,731+43,73107910.26%+791
PALO ALTO NETWORKS INC(PANW)1,8571,970+1134355810.19%+146
MEDTRONIC PLC(MDT)019,187+19,18701,5810.52%+1,581
TRUIST FINL CORP(TFC)40,79635,294-5,5021,1671,3030.43%+136
VERIZON COMMUNICATIONS INC(VZ)055,115+55,11502,0780.69%+2,078
ADVANCED MICRO DEVICES INC(AMD)2,8012,824+232884160.14%+128
ISHARES TR03,184+3,18409650.32%+965
MERCADOLIBRE INC(MELI)341353+124325550.18%+122
WHEATON PRECIOUS METALS CORP(WPM)14,54914,321-2285907070.23%+117
VANGUARD INDEX FDS3,8564,507+6512923980.13%+107
INTERCONTINENTAL EXCHANGE IN(ICE)5,3965,419+235946960.23%+102
ACUITY BRANDS INC(AYI)3,4653,363-1025906890.23%+99
VANGUARD INDEX FDS4,2004,189-118229140.30%+92
INTEL CORP(INTC)6,4516,350-1012293190.11%+90
DOW INC(DOW)33,07132,692-3791,7051,7930.59%+88
ISHARES TR03,817+3,81706310.21%+631
SALESFORCE INC(CRM)1,3871,398+112813680.12%+87
META PLATFORMS INC(META)1,7531,722-315266100.20%+83
MERCK & CO INC(MRK)016,166+16,16601,7620.58%+1,762
COCA COLA CO(KO)020,027+20,02701,1800.39%+1,180
BAXTER INTL INC028,112+28,11201,0870.36%+1,087
ISHARES TR2,8292,930+1013003710.12%+71
NIKE INC(NKE)5,1905,193+34965640.19%+68
COSTCO WHSL CORP NEW(COST)70870804004680.15%+67
BROADCOM INC(AVGO)502433-694174830.16%+66
AFLAC INC(AFL)11,50011,50008839490.31%+66
KINROSS GOLD CORP(KGC)44,97244,712-2602052710.09%+65
ALPHABET INC(GOOG)7,2987,299+19551,0200.34%+65
ISHARES TR2,4812,48104384980.16%+59
GENERAL DYNAMICS CORP(GD)4,2963,883-4139491,0080.33%+59
VICI PPTYS INC(VICI)058,933+58,93301,8790.62%+1,879
RIO TINTO PLC(RIO)11,24310,330-9137167690.25%+54
ISHARES GOLD TR(IAU)9,0439,396+3533163670.12%+50
VANECK ETF TRUST
JUNIOR GOLD MINE
8,4108,463+532713210.11%+50
VANGUARD INDEX FDS1,4811,455-264034520.15%+49
AT&T INC(T)23,49623,830+3343534000.13%+47
VANGUARD INTL EQUITY INDEX F19,67019,878+2087718170.27%+46
VANGUARD WORLD FDS
CONSUM STP ETF
04,618+4,61808820.29%+882
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
19,63019,624-61,4751,5180.50%+43
ALPHABET INC(GOOG)6,0205,922-987948350.28%+41
ISHARES TR5,5365,598+623824220.14%+40
GLOBAL PMTS INC(GPN)5,0464,896-1505826220.21%+40
NEWMONT CORP(NEM)05,960+5,96002470.08%+247
ISHARES TR01,274+1,27403530.12%+353
ISHARES TR02,200+2,20005770.19%+577
CHUBB LIMITED
COM
1,5941,630+363323680.12%+37
VANGUARD WHITEHALL FDS6,6256,713+884104460.15%+36
VANGUARD INDEX FDS1,2231,180-434805160.17%+35
UNITEDHEALTH GROUP INC(UNH)2,0081,988-201,0121,0470.35%+34
ALAMOS GOLD INC NEW29,33027,123-2,2073313650.12%+34
INVESCO CURRENCYSHARES EURO(FXE)7,6767,67607507830.26%+33
SOUTHERN CO(SO)013,832+13,83209700.32%+970
PRUDENTIAL FINL INC(PFH)5,4535,290-1635175490.18%+31
HONEYWELL INTL INC(HON)1,4191,396-232622930.10%+31
MORGAN STANLEY(MS)012,248+12,24801,1420.38%+1,142
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