Fund Holdings — Berkeley Capital Partners, LLC

Total Portfolio Value
$424.69M
Total Bought
$39.51M
Total Sold
$30.97M
Net Transaction
+$8.54M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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VANGUARD WORLD FD
HEALTH CAR ETF
027,972+27,97208,0521.90%+8,052
SPDR S&P 500 ETF TR(SPY)129,010129,849+83985,94488,54620.85%+2,602
VANECK ETF TRUST
GOLD MINERS ETF
034,604+34,6044972,9680.70%+2,471
TIDAL TRUST III
STONEPORT ADVISO
0105,101+105,10102,1280.50%+2,128
VANGUARD INDEX FDS3,98026,437+22,4573642,3390.55%+1,976
SELECT SECTOR SPDR TR
ST STR REAL ETF
036,559+36,55901,4750.35%+1,475
SELECT SECTOR SPDR TR
ST STR SVC ETF
012,174+12,17401,4330.34%+1,433
SELECT SECTOR SPDR TR
ST STR INDL ETF
07,531+7,53101,1680.28%+1,168
FIRST HORIZON CORPORATION(FHN)045,044+45,04401,0770.25%+1,077
AMERICAN INTL GROUP INC011,705+11,70501,0010.24%+1,001
QUALCOMM INC(QCOM)10,02615,394+5,3681,6682,6330.62%+965
UNILEVER PLC(UL)014,526+14,52609500.22%+950
SELECT SECTOR SPDR TR
ST STR STAPL ETF
011,539+11,53908960.21%+896
SELECT SECTOR SPDR TR
ST STR CARE ETF
05,455+5,45508440.20%+844
UNION PAC CORP(UNP)1,1434,510+3,3672701,0430.25%+773
AMERICOLD REALTY TRUST INC(COLD)98,332150,603+52,2711,2041,9370.46%+733
ALPHABET INC(GOOG)8,6698,921+2522,1082,7920.66%+685
SELECT SECTOR SPDR TR
ST STR ENERG ETF
014,344+14,34406410.15%+641
UNITEDHEALTH GROUP INC(UNH)2,4653,987+1,5228511,3160.31%+465
ELI LILLY & CO(LLY)1,2811,311+309771,4090.33%+432
VANGUARD INTL EQUITY INDEX F129,969131,951+1,9829,2769,7062.29%+430
JOHNSON & JOHNSON(JNJ)6,8628,116+1,2541,2721,6800.40%+407
MERCK & CO INC(MRK)23,81822,665-1,1531,9992,3860.56%+387
TARGET CORP(TGT)03,502+3,50203420.08%+342
MORGAN STANLEY(MS)2,5934,115+1,5224127310.17%+318
OMNICOM GROUP INC(OMC)03,833+3,83303100.07%+310
SELECT SECTOR SPDR TR
ST STR UTIL ETF
3,06413,498+10,4342675760.14%+309
COASTALSOUTH BANCSHARES INC(COSO)380,934365,556-15,3788,1988,4992.00%+301
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
309,088313,991+4,90325,99726,2976.19%+299
CHUBB LIMITED
COM
1,6172,418+8014567550.18%+298
APPLE INC(AAPL)14,70814,850+1423,7454,0370.95%+292
SPDR SERIES TRUST
ST STR SP600 SML
174,025177,692+3,6678,0618,3271.96%+266
CROWN CASTLE INC(CCI)02,846+2,84602530.06%+253
SPDR SERIES TRUST
ST STR P400MID
140,502143,068+2,5668,0358,2851.95%+250
BROADCOM INC(AVGO)4,6545,124+4701,5351,7730.42%+238
RTX CORPORATION(RTX)4,4165,312+8967399740.23%+235
ALPHABET INC(GOOG)3,7323,618-1149091,1350.27%+226
ZSCALER INC(ZS)00002250.05%+225
SPDR SERIES TRUST
ST STR BLO 1 ETF
02,442+2,44202230.05%+223
GOLDMAN SACHS GROUP INC(GS)0251+25102210.05%+221
WELLS FARGO CO NEW(WFC)02,355+2,35502190.05%+219
LOWES COS INC(LOW)8451,696+8512124090.10%+197
DOW INC(DOW)20,43927,657+7,2184696470.15%+178
RIO TINTO PLC(RIO)14,21913,948-2719391,1160.26%+178
PNC FINL SVCS GROUP INC(PNC)5,5226,159+6371,1101,2860.30%+176
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
19,61221,855+2,2431,5681,7430.41%+175
MICRON TECHNOLOGY INC(MU)3,4492,562-8875777310.17%+154
CATERPILLAR INC(CAT)541710+1692584070.10%+149
INVESCO QQQ TR19,54319,318-22511,73311,8672.79%+134
VANGUARD WHITEHALL FDS216,573213,470-3,10330,52630,6377.21%+111
TESLA INC(TSLA)2,4242,643+2191,0781,1890.28%+111
VANGUARD INDEX FDS1,4321,571+1398779850.23%+108
CITIGROUP INC(C)17,59116,109-1,4821,7851,8800.44%+94
ISHARES INC
MSCI GBL GOLD MN
12,34612,033-3137998860.21%+87
ADVANCED MICRO DEVICES INC(AMD)2,1692,042-1273514370.10%+86
SALESFORCE INC(CRM)1,4311,535+1043394070.10%+67
PRUDENTIAL FINL INC(PFH)5,6715,809+1385886560.15%+67
NEXTERA ENERGY INC(NEE)4,5015,065+5643404070.10%+67
NOVO-NORDISK A S(NVO)3,8645,505+1,6412142800.07%+66
NOVARTIS AG(NVS)2,0672,384+3172653290.08%+64
INTUITIVE SURGICAL INC451468+172022650.06%+63
WALMART INC(WMT)5,6555,775+1205836430.15%+61
WASTE MGMT INC DEL(WM)1,4731,744+2713253830.09%+58
AMAZON COM INC(AMZN)10,44110,182-2592,2932,3500.55%+58
BHP GROUP LTD14,48214,251-2318078600.20%+53
ETFS GOLD TR(SGOL)12,38312,38304565090.12%+53
VANGUARD INDEX FDS10,06010,004-563,3023,3540.79%+53
TYSON FOODS INC(TSN)8,5298,770+2414635140.12%+51
JOHNSON CTLS INTL PLC
SHS
2,5242,705+1812783240.08%+46
ACUITY INC(AYI)2,9522,95201,0171,0630.25%+46
INVESCO EXCH TRADED FD TR II4512,076+1,6252022480.06%+46
VANGUARD WHITEHALL FDS6,8156,879+645776190.15%+42
ISHARES GOLD TR(IAU)8,8838,475-4086466880.16%+42
MCDONALDS CORP(MCD)5,7185,813+951,7381,7770.42%+39
PEPSICO INC(PEP)5,3135,433+1207467800.18%+33
VISA INC(V)3,3183,323+51,1331,1650.27%+33
ALPS ETF TR
ALERIAN MLP
62,63363,205+5722,9392,9720.70%+33
PHILIP MORRIS INTL INC(PM)4,4334,680+2477197510.18%+32
VANGUARD INDEX FDS5,6035,632+291,0451,0760.25%+31
WHEATON PRECIOUS METALS CORP(WPM)5,0135,01305615890.14%+28
ASML HOLDING N V
N Y REGISTRY SHS
278277-12692960.07%+27
VANGUARD INDEX FDS6,0526,062+101,5391,5640.37%+25
ISHARES TR5,8755,959+845495720.13%+24
GILEAD SCIENCES INC(GILD)2,0232,007-162252460.06%+22
ISHARES TR2,9022,906+45916110.14%+20
TAIWAN SEMICONDUCTOR MFG LTD(TSM)854851-32392590.06%+20
TJX COS INC NEW(TJX)1,4571,496+392112300.05%+19
CROWDSTRIKE HLDGS INC(CRWD)436490+542142300.05%+16
ISHARES TR4,6094,762+1532462610.06%+14
ISHARES TR2,8812,866-156036150.14%+12
STARBUCKS CORP(SBUX)22,08522,327+2421,8681,8800.44%+12
NEXPOINT REAL ESTATE FIN INC(NREF)39,86040,909+1,0495655760.14%+11
FORD MTR CO(F)10,95510,762-1931311410.03%+10
SHELL PLC(SHEL)5,4445,432-123893990.09%+10
VANGUARD WORLD FD
INF TECH ETF
2,4662,455-111,8411,8500.44%+9
ISHARES TR6,2396,354+1156256350.15%+9
COCA COLA CO(KO)18,41717,585-8321,2211,2290.29%+8
HUNTINGTON BANCSHARES INC(HBAN)31,85832,164+3065505580.13%+8
BERKSHIRE HATHAWAY INC DEL1,5311,543+127707760.18%+6
VANGUARD INDEX FDS3,7213,655-661,1451,1510.27%+5
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