Fund HoldingsBerkeley Capital Partners, LLC

Total Portfolio Value
$359.77M
Total Bought
$37.71M
Total Sold
$19.52M
Net Transaction
+$18.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
INVESCO QQQ TR019,696+19,696010,0692.80%+10,069
SPDR S&P 500 ETF TR(SPY)119,995124,940+4,94568,84873,22520.35%+4,377
CITIGROUP INC(C)023,243+23,24301,6360.45%+1,636
SYSCO CORP(SYY)017,275+17,27501,3210.37%+1,321
RTX CORPORATION(RTX)010,396+10,39601,2030.33%+1,203
SELECT SECTOR SPDR TR
ST STR SVC ETF
012,002+12,00201,1620.32%+1,162
TRAVELERS COMPANIES INC(TRV)04,270+4,27001,0290.29%+1,029
ISHARES TR018,609+18,60909190.26%+919
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,212+6,21208180.23%+818
SELECT SECTOR SPDR TR
ST STR CARE ETF
6,15512,629+6,4749481,7370.48%+789
SELECT SECTOR SPDR TR
ST STR MATER ETF
06,570+6,57005530.15%+553
NVIDIA CORPORATION(NVDA)33,77134,301+5304,1014,6061.28%+505
SELECT SECTOR SPDR TR
ST STR REAL ETF
6,68018,958+12,2782987710.21%+473
ISHARES TR038,530+38,53006,1461.71%+6,146
HUNTINGTON BANCSHARES INC(HBAN)028,378+28,37804620.13%+462
AFLAC INC(AFL)04,000+4,00004140.12%+414
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,838+1,83804120.11%+412
SELECT SECTOR SPDR TR
ST STR STAPL ETF
5,69511,158+5,4634738770.24%+404
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,265+2,26503970.11%+397
INVESCO CURRENCYSHARES EURO(FXE)04,120+4,12003940.11%+394
AMAZON COM INC(AMZN)010,498+10,49802,3030.64%+2,303
CONOCOPHILLIPS(COP)07,795+7,79507730.21%+773
ALPHABET INC(GOOG)08,775+8,77501,6610.46%+1,661
APPLE INC(AAPL)17,61717,486-1314,1054,3791.22%+274
CISCO SYS INC(CSCO)042,982+42,98202,5450.71%+2,545
BROADCOM INC(AVGO)4,9504,749-2018541,1010.31%+247
SYNOVUS FINL CORP04,713+4,71302410.07%+241
SPDR SER TR
ST STR P400MID
127,961132,081+4,1206,9977,2242.01%+227
SPDR SER TR
ST STR SP REGBNK
03,730+3,73002250.06%+225
BOEING CO(BA)01,271+1,27102250.06%+225
UNION PAC CORP(UNP)0966+96602200.06%+220
MARVELL TECHNOLOGY INC(MRVL)01,886+1,88602080.06%+208
VISA INC(V)04,025+4,02501,2720.35%+1,272
SPDR SER TR
ST STR SP600 SML
158,599164,882+6,2837,2187,4072.06%+189
MACERICH CO(MAC)61,84864,401+2,5531,1281,2830.36%+155
SALESFORCE INC(CRM)01,524+1,52405100.14%+510
VANGUARD WORLD FD
CONSUM DIS ETF
3,4013,454+531,1581,2970.36%+139
BANK AMERICA CORP59,18056,252-2,9282,3482,4720.69%+124
ALPS ETF TR
ALERIAN MLP
061,909+61,90902,9820.83%+2,982
ALPHABET INC(GOOG)05,916+5,91601,1270.31%+1,127
KINDER MORGAN INC DEL(KMI)021,047+21,04705770.16%+577
VANGUARD WORLD FD
INF TECH ETF
02,349+2,34901,4610.41%+1,461
PALO ALTO NETWORKS INC(PANW)05,831+5,83101,0610.29%+1,061
EQUINIX INC(EQIX)1,2491,278+291,1091,2050.33%+96
MICROSTRATEGY INC(MSTR)1,7301,337-3932923870.11%+96
VANGUARD INDEX FDS10,04910,141+922,8452,9390.82%+94
META PLATFORMS INC(META)1,8962,011+1151,0851,1770.33%+92
ISHARES TR03,224+3,22401,2950.36%+1,295
GLOBAL PMTS INC(GPN)05,301+5,30105940.17%+594
DISNEY WALT CO(DIS)04,539+4,53905050.14%+505
BRISTOL-MYERS SQUIBB CO(BMY)47,37844,496-2,8822,4512,5170.70%+65
JPMORGAN CHASE & CO.(JPM)8,6437,872-7711,8221,8870.52%+65
VANGUARD INDEX FDS16,60116,817+2164,3804,4421.23%+62
TESLA INC(TSLA)3,8582,648-1,2101,0091,0690.30%+60
NETFLIX INC(NFLX)0334+33402980.08%+298
MASTERCARD INCORPORATED(MA)0696+69603660.10%+366
VANGUARD WHITEHALL FDS218,143219,487+1,34427,96628,0047.78%+38
VANGUARD INDEX FDS5,8695,948+791,3921,4290.40%+37
SELECT SECTOR SPDR TR
ST STR FINL ETF
9,7109,806+964404740.13%+34
VANGUARD WORLD FD
INDUSTRIAL ETF
036,126+36,12609,1902.55%+9,190
WALMART INC(WMT)7,3286,874-4545926210.17%+29
HONEYWELL INTL INC(HON)01,324+1,32402990.08%+299
KKR & CO INC(KKR)1,6051,591-142102350.07%+26
ACUITY BRANDS INC(AYI)3,0802,980-1008488710.24%+22
INTUITIVE SURGICAL INC422435+132072270.06%+20
VANGUARD INDEX FDS01,247+1,24706720.19%+672
NEXPOINT REAL ESTATE FIN INC37,10737,887+7805805940.17%+14
ISHARES GOLD TR(IAU)9,2609,570+3104604740.13%+14
BERKSHIRE HATHAWAY INC DEL1,5351,585+507077180.20%+12
VANGUARD INDEX FDS03,751+3,75101,0120.28%+1,012
INTERNATIONAL BUSINESS MACHS(IBM)4,7404,802+621,0481,0560.29%+8
ISHARES TR03,000+3,00002540.07%+254
AT&T INC(T)021,870+21,87004980.14%+498
INVESCO EXCH TRADED FD TR II5,0665,223+1573633660.10%+2
PRUDENTIAL FINL INC(PFH)05,100+5,10006050.17%+605
TRUIST FINL CORP(TFC)36,65436,185-4691,5681,5700.44%+2
COSTCO WHSL CORP NEW(COST)837811-267427440.21%+1
ISHARES TR06,410+6,41003990.11%+399
VANGUARD BD INDEX FDS
VANGUARD ULTRA
04,522+4,52202240.06%+224
PPL CORP(PPL)045,286+45,28601,4700.41%+1,470
TRANE TECHNOLOGIES PLC(TT)564582+182192150.06%-4
INVESCO MUN OPPORTUNITY TR(VMO)012,387+12,38701200.03%+120
WASTE MGMT INC DEL(WM)01,403+1,40302830.08%+283
NUVEEN MUN HIGH INCOME OPPOR(NMZ)012,173+12,17301320.04%+132
ISHARES TR02,909+2,90904230.12%+423
TYSON FOODS INC(TSN)09,277+9,27705330.15%+533
ISHARES TR02,886+2,88605340.15%+534
MCDONALDS CORP(MCD)5,4365,667+2311,6551,6430.46%-13
PROCTER AND GAMBLE CO(PG)05,664+5,66409500.26%+950
INVESCO EXCH TRADED FD TR II4,5894,472-1172322160.06%-16
SPDR SER TR
ST STR BLO 1 ETF
2,4602,280-1802262080.06%-17
ISHARES TR06,080+6,08005890.16%+589
CHUBB LIMITED
COM
1,7051,70504924710.13%-21
EOG RES INC(EOG)012,915+12,91501,5830.44%+1,583
ISHARES TR03,500+3,50002040.06%+204
KINROSS GOLD CORP(KGC)015,374+15,37401430.04%+143
SPDR SER TR
ST STR SP DIV
01,605+1,60502120.06%+212
FRANCO NEV CORP(FNV)014,229+14,22901,6730.47%+1,673
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
22,89322,919+261,8181,7880.50%-30
ISHARES TR54,80756,931+2,1241,8211,7900.50%-31
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