Fund HoldingsG&S Capital LLC

Total Portfolio Value
$238.46M
Total Bought
$36.57M
Total Sold
$31.37M
Net Transaction
+$5.20M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
0164,548+164,548015,1076.34%+15,107
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
016,230+16,23002,9081.22%+2,908
DANAHER CORPORATION(DHR)09,973+9,97302,7731.16%+2,773
COLGATE PALMOLIVE CO(CL)025,957+25,95702,6951.13%+2,695
JONES LANG LASALLE INC(JLL)09,504+9,50402,5641.08%+2,564
CIRRUS LOGIC INC(CRUS)017,759+17,75902,2060.93%+2,206
AMERICAN EXPRESS CO(AXP)6,52711,183+4,6561,5933,0331.27%+1,440
JPMORGAN CHASE & CO.(JPM)014,993+14,99303,1611.33%+3,161
BANK AMERICA CORP035,561+35,56101,4110.59%+1,411
LINDE PLC(LIN)02,898+2,89801,3820.58%+1,382
VANGUARD INDEX FDS49,52454,178+4,6548,1689,4583.97%+1,290
RTX CORPORATION(RTX)09,640+9,64001,1680.49%+1,168
HARTFORD FINL SVCS GROUP INC(HIG)09,774+9,77401,1500.48%+1,150
BOSTON SCIENTIFIC CORP(BSX)013,670+13,67001,1460.48%+1,146
INVESCO EXCH TRADED FD TR II43,38650,398+7,0122,8733,6151.52%+742
ISHARES TR05,841+5,84106460.27%+646
TESLA INC(TSLA)9343,325+2,3912368700.36%+634
FIRST TR EXCH TRADED FD III
FT VEST SMID
73,59496,131+22,5371,5932,1210.89%+528
INTERNATIONAL BUSINESS MACHS(IBM)10,33410,306-281,8902,2780.96%+389
SPDR S&P 500 ETF TR(SPY)23,46323,603+14013,17513,5425.68%+367
CATERPILLAR INC(CAT)8,1148,036-782,8063,1431.32%+337
TRANE TECHNOLOGIES PLC(TT)6,7036,739+362,2862,6201.10%+334
LENNAR CORP(LEN)1,8453,320+1,4752946220.26%+329
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
55,69257,200+1,5082,6092,9291.23%+321
SPDR SER TR
ST STR PR SP1500
156,937157,478+54110,75011,0334.63%+283
3M CO(MMM)09,273+9,27301,2680.53%+1,268
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
55,14356,616+1,4732,8343,0841.29%+251
ADOBE INC(ADBE)01,158+1,15806000.25%+600
SPDR S&P MIDCAP 400 ETF TR(MDY)8,8889,073+1854,9355,1692.17%+234
VERIZON COMMUNICATIONS INC(VZ)028,614+28,61401,2850.54%+1,285
WALMART INC(WMT)02,536+2,53602050.09%+205
ISHARES TR29,13429,818+6843,2873,4881.46%+201
SPDR INDEX SHS FDS
ST STR PO EX ETF
100,823102,533+1,7103,6583,8511.62%+193
SPDR SER TR
ST STR AGGRE ETF
44,83250,713+5,8811,1351,3260.56%+191
AMERICAN ELEC PWR CO INC16,49716,424-731,5001,6850.71%+185
GOLDMAN SACHS ETF TR020,519+20,51902,0580.86%+2,058
ABBVIE INC(ABBV)5,7315,783+529631,1420.48%+179
HOME DEPOT INC(HD)03,970+3,97001,6090.67%+1,609
GENERAL DYNAMICS CORP(GD)010,344+10,34403,1261.31%+3,126
CARDINAL HEALTH INC(CAH)09,027+9,02709980.42%+998
ISHARES INC84,82684,979+1534,2844,4381.86%+155
ALPS ETF TR
ALERIAN MLP
58,37063,464+5,0942,8432,9911.25%+148
COCA COLA CO(KO)17,65617,458-1981,1201,2550.53%+135
CISCO SYS INC(CSCO)22,60122,641+401,0711,2050.51%+134
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
109,525113,044+3,5192,6582,7851.17%+127
META PLATFORMS INC(META)1,6641,661-38269510.40%+125
CONSOLIDATED EDISON INC(ED)8,6298,679+507799040.38%+125
ENERGY FUELS INC(UUUU)019,525+19,52501070.04%+107
SPROTT PHYSICAL GOLD TR(PHYS)52,83753,915+1,0789921,0990.46%+107
SPDR SER TR
ST STR P400MID
53,87754,448+5712,8732,9771.25%+104
CAPITAL ONE FINL CORP(COF)15,43915,603+1642,2332,3360.98%+104
BROADCOM INC(AVGO)12,70013,213+5132,1772,2790.96%+102
PROLOGIS INC.(PLD)24,75324,510-2432,9993,0951.30%+96
STARBUCKS CORP(SBUX)03,890+3,89003790.16%+379
DEERE & CO(DE)02,004+2,00408360.35%+836
PROCTER AND GAMBLE CO(PG)11,98411,914-701,9722,0640.87%+91
WILLIAMS COS INC(WMB)76,61273,415-3,1973,2613,3511.41%+91
BERKSHIRE HATHAWAY INC DEL3,3863,390+41,4711,5600.65%+89
MARSH & MCLENNAN COS INC(MRSH)12,84012,968+1282,8052,8931.21%+88
SPDR SER TR
ST STR SP600 SML
45,61045,784+1742,0022,0840.87%+82
JOHNSON & JOHNSON(JNJ)4,9365,027+917378150.34%+78
SPDR INDEX SHS FDS
ST PORT MARK ETF
23,45123,719+2689119790.41%+68
AFLAC INC(AFL)30,80626,336-4,4702,8762,9441.23%+68
CHUBB LIMITED
COM
02,192+2,19206320.27%+632
PUBLIC STORAGE OPER CO(PSA)01,049+1,04903820.16%+382
VANGUARD INDEX FDS9621,115+1532663160.13%+49
QUANTA SVCS INC1,2291,224-53163650.15%+49
ECOLAB INC(ECL)2,9412,965+247117570.32%+46
MICROSOFT CORP(MSFT)5,9736,407+4342,7112,7571.16%+46
ISHARES TR
CORE MSCI EAFE
10,61810,753+1357988390.35%+42
TRACTOR SUPPLY CO(TSCO)2,2262,210-166036430.27%+40
HORMEL FOODS CORP(HRL)13,74814,484+7364204590.19%+39
ISHARES TR25,35924,847-5121,3911,4290.60%+39
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
19,72919,354-3756136500.27%+37
GLOBAL PARTNERS LP(GLP)5,9825,98202442790.12%+35
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
164,939164,835-1044,4144,4461.86%+32
ISHARES TR
MSCI INTL QUALTY
44,49243,771-7211,7871,8160.76%+29
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
83,80581,788-2,0172,7762,8041.18%+28
DOW INC(DOW)017,905+17,90509780.41%+978
PPG INDS INC(PPG)4,8134,915+1026306510.27%+21
EXXON MOBIL CORP3,2873,348+613793920.16%+14
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
23,45422,954-5002,3572,3700.99%+13
THE CIGNA GROUP(CI)661660-12192290.10%+10
ISHARES TR
BROAD USD HIGH
5,5105,569+592022100.09%+8
ISHARES TR58958903333400.14%+7
ISHARES TR1,7631,76302172210.09%+5
ISHARES TR8,8938,967+742132150.09%+2
GOLDMAN SACHS GROUP INC(GS)1,2461,243-36136150.26%+2
PALO ALTO NETWORKS INC(PANW)1,0101,012+23443460.15%+2
APPLE INC(AAPL)16,81916,922+1033,9423,9431.65%0
ISHARES TR11,84511,476-3691,3751,3720.58%-3
VANGUARD INDEX FDS1,1741,17404544510.19%-4
WELLS FARGO CO NEW(WFC)10,22210,236+145905780.24%-12
ISHARES TR
MSCI USA SZE FT
7,8547,356-4981,1101,0950.46%-15
VERTEX PHARMACEUTICALS INC(VRTX)65365303213040.13%-17
ARCHER DANIELS MIDLAND CO11,19711,479+2827106860.29%-24
EMERSON ELEC CO(EMR)6,2216,420+1997287020.29%-26
KIMBERLY-CLARK CORP(KMB)4,6714,371-3006596220.26%-37
FIRST TR EXCHANGE-TRADED ALP
MID CAP VAL FD
20,28619,049-1,2371,0801,0380.44%-42
EOG RES INC(EOG)4,4764,462-145945490.23%-45
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