Fund HoldingsCSM Advisors, LLC

Total Portfolio Value
$1.39M
Total Bought
$340.1K
Total Sold
$198.8K
Net Transaction
+$141.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INVESCO QQQ TR0234,401+234,4010966.91%+96
SPDR S&P 500 ETF TR(SPY)129,590187,089+57,49962916.57%+30
SPDR S&P BIOTECH
ST STR SP BIOT
0316,300+316,3000282.03%+28
ISHARES0104,000+104,0000261.89%+26
ISHARES0249,000+249,0000261.87%+26
SELECT SECTOR SPDR
ST STR FINL ETF
0688,900+688,9000261.87%+26
ISHARES093,400+93,4000261.84%+26
ISHARES INC0531,500+531,5000251.82%+25
ISHARES TR0229,500+229,5000251.79%+25
BROADCOM INC(AVGO)010,142+10,1420110.81%+11
CATERPILLAR INC(CAT)034,699+34,6990100.74%+10
SALESFORCE INC(CRM)034,840+34,840090.66%+9
S&P WRLD EX US
ST STR PO EX ETF
0266,750+266,750090.65%+9
MERCK & CO INC(MRK)3,68883,798+80,110090.66%+9
NORTH SQ INVSTMNTS T04,893,185+4,893,1850684.88%+68
MICROSOFT CORP(MSFT)0111,177+111,1770423.01%+42
SPDR SERIES TRUST
ST STR P500ETF
0343,719+343,7190191.38%+19
APPLE INC(AAPL)0217,245+217,2450423.01%+42
EXPEDIA GROUP INC(EXPE)0102,874+102,8740161.12%+16
VANGUARD TAX MANAGED0245,328+245,3280120.85%+12
ADV MICRO DEVICES(AMD)0101,478+101,4780151.08%+15
DICKS SPORTING GOODS(DKS)0102,666+102,6660151.09%+15
ETF S&P EMRG MKTS
ST PORT MARK ETF
085,101+85,101030.22%+3
NORTH SQ INVSTMNTS T01,605,053+1,605,0530181.32%+18
VANGUARD SCOTTSDAL
VNG RUS2000IDX
0270,991+270,9910221.58%+22
JPMORGAN CHASE & CO(JPM)101,50999,771-1,73815171.22%+2
DISCOVER FINL SVCS093,826+93,8260110.76%+11
TARGET CORPORATION(TGT)069,631+69,6310100.71%+10
META PLATFORMS INC(META)43,94043,515-42513151.11%+2
GOLDMAN SACHS GROUP(GS)36,01435,581-43312140.99%+2
ALPHABET INC(GOOG)210,575210,390-18528302.13%+2
SPDR SER TR
ST STR SP600 SML
042,652+42,652020.13%+2
ISHARES054,076+54,076020.12%+2
VANGUARD STAR FUND112,527130,374+17,847680.54%+2
CELANESE CORP(CE)47,36547,335-30670.53%+1
ABBOTT LABS0109,332+109,3320120.87%+12
WELLS FARGO & CO(WFC)158,160157,722-438680.56%+1
HONEYWELL INTL INC(HON)052,344+52,3440110.79%+11
VANGUARD INDEX FDS025,465+25,4650110.80%+11
GAMING&LEISURE PPTYS(GLPI)0227,070+227,0700110.81%+11
MARRIOTT INTL INC(MAR)40,13040,065-65890.65%+1
BANK OF NEW YORK MEL130,997129,043-1,954670.48%+1
NORTH SQ INVSTMNTS T0835,865+835,8650100.70%+10
CHUBB LIMITED
COM
42,37443,464+1,0909100.71%+1
VANGUARD INDEX TR33,92034,380+460670.53%+1
RTX CORPORATION(RTX)068,794+68,794060.42%+6
WALT DISNEY CO(DIS)088,697+88,697080.58%+8
FREEPORT-MCMORAN INC(FCX)141,954141,490-464560.43%+1
DOVER CORP(DOV)052,470+52,470080.58%+8
CENTENE CORP DEL(CNC)169,183166,385-2,79812120.89%+1
AMERICAN EXPRESS CO(AXP)018,535+18,535030.25%+3
AMERN INTL GROUP INC110,674109,110-1,564770.53%+1
AT&T INC(T)354,966353,978-988560.43%+1
CENCORA INC24,69124,514-177450.36%+1
F5 INC(FFIV)31,78731,777-10560.41%+1
ALPHABET INC(GOOG)56,42556,704+279780.57%+1
AGILENT TECHN INC(A)20,14119,907-234230.20%+1
ISHARES TRUST010,060+10,060050.35%+5
WALGREENS BOOTS ALNC0119,935+119,935030.23%+3
US BANCORP DEL(USB)43,31243,270-42120.13%0
VANGUARD INDEX TR17,36517,434+69330.23%0
STARBUCKS CORP(SBUX)079,710+79,710080.55%+8
GILEAD SCIENCES INC(GILD)70,62069,625-995560.41%0
VANGUARD SPECIALIZED25,23424,934-300440.31%0
ISHARES97,49197,151-340550.36%0
PRUDENTIAL WORLD FD56,79156,7910220.16%0
ISHARES11,00011,0000220.16%0
ISHARES TR
CORE MSCI EAFE
43,47443,4740330.22%0
PUBLIC SVC ENTERPR(PEG)091,549+91,549060.40%+6
SYSCO CORP(SYY)02,823+2,823000.01%0
VANGUARD INTL EQUITY43,35043,3500220.18%0
DBX ETF TR93,64093,124-516220.17%0
AMGEN INC(AMGN)9,0438,975-68230.19%0
AMAZON COM INC(AMZN)5,9005,9000110.06%0
PRICE T ROWE GROUP(TROW)060,982+60,982070.47%+7
WELLS FARGO & CO(WFC)1,7501,7500220.15%0
NEXTERA ENERGY INC(NEE)047,452+47,452030.21%+3
PHILIP MORRIS INTL(PM)090,491+90,491090.61%+9
FIDELITYCOVINGTON TR16,90016,9000110.07%0
DELL TECHNOLOGIES IN(DELL)146,224133,165-13,05910100.73%0
SEMPRA(SRE)17,35817,3580110.09%0
WISDOMTREE TR(WT)38,18837,894-294220.12%0
INVESCO EXCHANGETRAD
S&P 500 GARP ETF
16,00016,0000120.11%0
FIDELITY COVINGTON17,80017,8000110.06%0
ISHARES TR
MSCI UK ETF NEW
66,77166,378-393220.16%0
LILLY ELI & CO(LLY)1,5621,5620110.07%0
UNITED PARCEL SERVIC(UPS)048,200+48,200080.55%+8
GRAINGER W W INC(GWW)4564560000.03%0
VIRTUS OPPORTUNITIES28,10628,1060010.04%0
NVIDIA CORP(NVDA)1,0051,0050000.04%0
WASTE MANAGEMENT INC(WM)2,7192,619-100000.03%0
EUROPACIFIC GROWTHF14,73414,7340110.06%0
SCE TR III56,45056,4500110.10%0
DOMINION ENERGY INC(D)19,69919,6990110.07%0
GOLDMAN SACHS TR48,16148,1610110.04%0
HOME DEPOT INC(HD)8258250000.02%0
INVESCO ETF FD TR II61,70061,7000110.05%0
INTERNATIONAL GRW &10,16510,1650000.03%0
VISA INC(V)8958950000.02%0
BIOGEN INC(BIIB)028,139+28,139070.52%+7
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