Fund HoldingsPallas Capital Advisors LLC

Total Portfolio Value
$1.88B
Total Bought
$243.58M
Total Sold
$251.60M
Net Transaction
-$8.02M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BRUKER CORP(BRKR)08,425,357+8,425,3570619,09532.94%+619,095
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
0626,107+626,107033,1761.77%+33,176
MICROSOFT CORP(MSFT)138,399144,577+6,17846,68354,3672.89%+7,683
AMERICAN CENTY ETF TR099,197+99,19706,1990.33%+6,199
SCHWAB STRATEGIC TR67,189242,908+175,7192,0568,1930.44%+6,137
ISHARES INC099,452+99,45205,5290.29%+5,529
ISHARES INC
ESG AWR MSCI EM
0158,513+158,51305,0820.27%+5,082
GOLDMAN SACHS ETF TR0163,279+163,27905,0110.27%+5,011
SELECT SECTOR SPDR TR
ST STR TECHN ETF
53,65870,378+16,7208,73813,5460.72%+4,808
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
389,979460,795+70,81616,60921,3621.14%+4,753
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD
1,020,1441,220,681+200,53716,73021,3741.14%+4,644
AMAZON COM INC(AMZN)220,336222,070+1,73429,24133,7411.80%+4,501
MARRIOTT INTL INC NEW(MAR)019,215+19,21504,3330.23%+4,333
APPLE INC(AAPL)0190,480+190,480036,6731.95%+36,673
MARRIOTT VACATIONS WORLDWIDE(VAC)046,175+46,17503,9200.21%+3,920
BROADCOM INC(AVGO)012,290+12,290013,7180.73%+13,718
ISHARES TR013,702+13,70203,5960.19%+3,596
PROLOGIS INC.(PLD)026,676+26,67603,5560.19%+3,556
JPMORGAN CHASE & CO(JPM)095,521+95,521016,2480.86%+16,248
MONSTER BEVERAGE CORP NEW(MNST)057,366+57,36603,3050.18%+3,305
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
299,963332,851+32,88822,45525,7531.37%+3,297
PIONEER NAT RES CO17,71433,369+15,6554,2327,5040.40%+3,272
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
175,979217,167+41,1889,95512,8820.69%+2,927
INDEXIQ ACTIVE ETF TR
MACKAY MUN INTER
734,897810,435+75,53817,10819,9041.06%+2,796
ISHARES TR044,348+44,34802,7450.15%+2,745
SELECT SECTOR SPDR TR
ST STR FINL ETF
0177,482+177,48206,6730.36%+6,673
ALPHABET INC(GOOG)161,425159,902-1,52320,09122,3371.19%+2,246
SALESFORCE INC(CRM)36,23035,942-2887,2209,4580.50%+2,238
INNOVATOR ETFS TR
US EQT ULTRA BF
140,324201,682+61,3583,9656,2000.33%+2,234
SELECT SECTOR SPDR TR
ST STR CARE ETF
44,47556,223+11,7485,5077,6680.41%+2,160
SELECT SECTOR SPDR TR
ST STR INDL ETF
37,44350,454+13,0113,6565,7510.31%+2,095
ISHARES TR
MSCI INTL QUALTY
0403,667+403,667015,1620.81%+15,162
VANGUARD MALVERN FDS297,764339,077+41,31314,04316,1030.86%+2,060
APPLIED MATLS INC056,770+56,77009,2010.49%+9,201
ISHARES TR03,502+3,50202,0170.11%+2,017
WELLS FARGO CO NEW(WFC)039,502+39,50201,9440.10%+1,944
SCHWAB STRATEGIC TR136,138148,501+12,3637,3739,1980.49%+1,825
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
0514,038+514,038014,7220.78%+14,722
GOLDMAN SACHS ETF TR0456,250+456,250014,9010.79%+14,901
ABBOTT LABS84,93587,617+2,6827,8999,6440.51%+1,745
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
73,328120,828+47,5002,1653,8760.21%+1,711
SELECT SECTOR SPDR TR
ST STR DISCR ETF
024,886+24,88604,4500.24%+4,450
ISHARES TR
CORE MSCI INTL
025,381+25,38101,6160.09%+1,616
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
0254,560+254,560014,4920.77%+14,492
SSGA ACTIVE ETF TR
ST STR BL LN ETF
037,855+37,85501,5870.08%+1,587
SPDR INDEX SHS FDS
ST STR PO EX ETF
045,103+45,10301,5340.08%+1,534
CHEVRON CORP NEW(CVX)7,52317,600+10,0771,0992,6250.14%+1,526
VANGUARD WORLD FD027,400+27,40001,5150.08%+1,515
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
0245,285+245,285014,3340.76%+14,334
VISTRA CORP(VST)154,482168,995+14,5135,0336,5100.35%+1,477
DANAHER CORPORATION(DHR)08,753+8,75302,0250.11%+2,025
ISHARES TR
BROAD USD HIGH
097,663+97,66303,5500.19%+3,550
ISHARES TR
CORE MSCI TOTAL
028,787+28,78701,8690.10%+1,869
ISHARES TR37,23445,406+8,1723,1274,4900.24%+1,362
LINDE PLC(LIN)035,662+35,662014,6470.78%+14,647
JOHNSON & JOHNSON(JNJ)060,541+60,54109,4890.50%+9,489
EXTRA SPACE STORAGE INC(EXR)08,026+8,02601,2870.07%+1,287
ISHARES TR
ESG AW MSCI EAFE
016,771+16,77101,2670.07%+1,267
VENTAS INC(VTR)122,307127,338+5,0315,0826,3470.34%+1,265
SELECT SECTOR SPDR TR
ST STR SVC ETF
051,443+51,44303,7380.20%+3,738
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
0487,460+487,460011,7530.63%+11,753
VANGUARD INDEX FDS013,630+13,63001,2040.06%+1,204
MICROCHIP TECHNOLOGY INC.(MCHP)013,270+13,27001,1970.06%+1,197
BERKSHIRE HATHAWAY INC DEL47,93348,697+76416,17317,3680.92%+1,195
NORDSON CORP(NDSN)04,511+4,51101,1920.06%+1,192
VISA INC(V)43,70943,636-7310,18811,3610.60%+1,173
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
256,754273,673+16,91914,79715,9630.85%+1,167
ISHARES TR63,32180,754+17,4332,9824,1390.22%+1,158
ADOBE INC(ADBE)17,40117,270-1319,16910,3030.55%+1,134
LABORATORY CORP AMER HLDGS04,980+4,98001,1320.06%+1,132
ISHARES TR02,496+2,49601,1190.06%+1,119
EQUITY RESIDENTIAL(EQR)018,152+18,15201,1100.06%+1,110
TJX COS INC NEW(TJX)91,29897,588+6,2908,0599,1550.49%+1,096
SCHWAB STRATEGIC TR114,291126,222+11,9315,5656,6410.35%+1,076
EMERSON ELEC CO(EMR)66,32771,185+4,8585,8676,9280.37%+1,062
WISDOMTREE TR(WT)17,46530,458+12,9931,0862,1410.11%+1,054
INDEXIQ ACTIVE ETF TR
MACK MU INSD ETF
249,235269,763+20,5285,5956,6250.35%+1,030
DOMINOS PIZZA INC(DPZ)02,496+2,49601,0290.05%+1,029
VANGUARD BD INDEX FDS
VANGUARD ULTRA
144,998165,105+20,1077,1358,1630.43%+1,027
PALO ALTO NETWORKS INC(PANW)015,698+15,69804,6290.25%+4,629
PNC FINL SVCS GROUP INC(PNC)19,85220,955+1,1032,2413,2450.17%+1,004
TELEFLEX INCORPORATED(TFX)03,986+3,98609940.05%+994
SIXTH STREET SPECIALTY LENDI(TSLX)087,873+87,87301,8980.10%+1,898
COSTCO WHSL CORP NEW(COST)09,336+9,33606,1620.33%+6,162
SELECT SECTOR SPDR TR
ST STR STAPL ETF
042,034+42,03403,0280.16%+3,028
ALPHABET INC(GOOG)85,34783,062-2,28510,73211,7060.62%+974
CATERPILLAR INC(CAT)016,328+16,32804,8280.26%+4,828
STRYKER CORPORATION(SYK)020,316+20,31606,0840.32%+6,084
COMCAST CORP NEW(CCZ)0160,050+160,05007,0180.37%+7,018
META PLATFORMS INC(META)14,43114,960+5294,3685,2950.28%+928
SPDR INDEX SHS FDS
ST PORT MARK ETF
025,947+25,94709190.05%+919
ISHARES TR09,175+9,17509110.05%+911
INVESCO QQQ TR013,958+13,95805,7160.30%+5,716
DOVER CORP(DOV)043,943+43,94306,7590.36%+6,759
PARKER-HANNIFIN CORP(PH)08,760+8,76004,0360.21%+4,036
QUANTA SVCS INC9,55911,252+1,6931,5752,4280.13%+853
VANGUARD WORLD FDS
UTILITIES ETF
38,50942,004+3,4954,9095,7580.31%+849
ARES CAPITAL CORP(ARCC)0120,536+120,53602,4140.13%+2,414
OAKTREE SPECIALTY LENDING CO(OCSL)057,819+57,81901,1810.06%+1,181
GRAINGER W W INC(GWW)05,775+5,77504,7860.25%+4,786
Page 1 of 1