Fund HoldingsGLOBALT Investments LLC / GA

Total Portfolio Value
$2.51B
Total Bought
$663.30M
Total Sold
$763.49M
Net Transaction
-$100.20M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR SER TR
ST SHO TREAS ETF
04,698,599+4,698,5990135,8835.41%+135,883
SPDR SER TR
ST INTER ETF
03,471,115+3,471,115097,8163.89%+97,816
ISHARES TR
US TREAS BD ETF
02,574,932+2,574,932058,6312.33%+58,631
VANECK ETF TRUST
GOLD MINERS ETF
01,846,188+1,846,188058,3762.32%+58,376
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0617,734+617,734036,1681.44%+36,168
ISHARES TR1,157,6481,138,157-19,491350,964383,61615.27%+32,652
ISHARES TR2,002,8861,961,432-41,454330,977351,31213.99%+20,335
BROADCOM INC(AVGO)013,204+13,204017,5010.70%+17,501
NVIDIA CORPORATION(NVDA)019,265+19,265017,4070.69%+17,407
JPMORGAN CHASE & CO(JPM)077,198+77,198015,4630.62%+15,463
MERCK & CO INC(MRK)0101,883+101,883013,4430.54%+13,443
ALPHABET INC(GOOG)086,956+86,956013,1240.52%+13,124
META PLATFORMS INC(META)021,605+21,605010,4910.42%+10,491
EATON CORP PLC(ETN)031,999+31,999010,0060.40%+10,006
WASTE MGMT INC DEL(WM)045,098+45,09809,6130.38%+9,613
AT&T INC(T)0417,773+417,77307,3530.29%+7,353
PROCTER AND GAMBLE CO(PG)050,108+50,10808,1300.32%+8,130
ENBRIDGE INC(ENB)0200,390+200,39007,2500.29%+7,250
ISHARES TR920,724905,787-14,93796,179103,3874.12%+7,208
MASTERCARD INCORPORATED(MA)014,512+14,51206,9890.28%+6,989
COMCAST CORP NEW(CCZ)0155,240+155,24006,7300.27%+6,730
SPDR GOLD TR(GLD)648,981633,651-15,330124,066130,3555.19%+6,289
DUKE ENERGY CORP NEW(DUK)064,582+64,58206,2460.25%+6,246
SPDR SER TR
ST STR P500GRW
1,231,4151,179,743-51,67280,11686,2983.44%+6,182
HP INC(HPQ)0187,093+187,09305,6540.23%+5,654
VISA INC(V)019,966+19,96605,5720.22%+5,572
EXXON MOBIL CORP047,627+47,62705,5360.22%+5,536
ALTRIA GROUP INC(MO)0110,428+110,42804,8170.19%+4,817
CDW CORP(CDW)018,632+18,63204,7660.19%+4,766
CITIGROUP INC(C)075,259+75,25904,7590.19%+4,759
AMERICAN TOWER CORP NEW(AMT)021,257+21,25704,2000.17%+4,200
ALPHABET INC(GOOG)027,018+27,01804,1140.16%+4,114
RESTAURANT BRANDS INTL INC(QSR)050,200+50,20003,9880.16%+3,988
CISCO SYS INC(CSCO)078,079+78,07903,8970.16%+3,897
ADOBE INC(ADBE)07,479+7,47903,7740.15%+3,774
ACCENTURE PLC IRELAND
SHS CLASS A
010,742+10,74203,7230.15%+3,723
BANK AMERICA CORP155,931232,950+77,0195,2508,8330.35%+3,583
VERTEX PHARMACEUTICALS INC(VRTX)08,238+8,23803,4440.14%+3,444
ANALOG DEVICES INC(ADI)024,948+24,94804,9340.20%+4,934
ELI LILLY & CO(LLY)22,81321,468-1,34513,29816,7020.66%+3,403
WISDOMTREE TR(WT)044,635+44,63503,4010.14%+3,401
AMDOCS LTD(DOX)037,514+37,51403,3900.13%+3,390
UNITEDHEALTH GROUP INC(UNH)06,310+6,31003,1220.12%+3,122
OREILLY AUTOMOTIVE INC(ORLY)02,570+2,57002,9010.12%+2,901
MICROSOFT CORP(MSFT)95,72992,394-3,33535,99838,8721.55%+2,874
NETFLIX INC(NFLX)04,712+4,71202,8620.11%+2,862
VANGUARD SPECIALIZED FUNDS292,860288,844-4,01649,90352,7462.10%+2,842
COSTCO WHSL CORP NEW(COST)03,692+3,69202,7050.11%+2,705
UBER TECHNOLOGIES INC(UBER)034,570+34,57002,6620.11%+2,662
MICRON TECHNOLOGY INC(MU)50,49958,747+8,2484,3106,9260.28%+2,616
WISDOMTREE TR(WT)053,468+53,46802,6080.10%+2,608
NEXTERA ENERGY INC(NEE)038,566+38,56602,4650.10%+2,465
SAMSARA INC(IOT)063,202+63,20202,3880.10%+2,388
ISHARES TR273,841272,264-1,57731,84534,1231.36%+2,278
TESLA INC(TSLA)012,829+12,82902,2550.09%+2,255
TRAVELERS COMPANIES INC(TRV)60,22259,618-60411,47213,7210.55%+2,249
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
0102,746+102,74602,1220.08%+2,122
ISHARES TR288,247283,962-4,28557,85459,7172.38%+1,863
ZOETIS INC(ZTS)010,721+10,72101,8140.07%+1,814
AMAZON COM INC(AMZN)81,63778,676-2,96112,40414,1920.56%+1,788
LINDE PLC(LIN)03,310+3,31001,5370.06%+1,537
ISHARES TR028,920+28,92001,4680.06%+1,468
CME GROUP INC(CME)05,844+5,84401,2580.05%+1,258
INVESCO EXCH TRD SLF IDX FD059,865+59,86501,2230.05%+1,223
SPDR INDEX SHS FDS
ST STR ACWI ETF
1,668,6801,629,946-38,73445,12146,2901.84%+1,169
EMERSON ELEC CO(EMR)73,16572,547-6187,1218,2280.33%+1,107
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
053,731+53,73101,0320.04%+1,032
REGENERON PHARMACEUTICALS(REGN)01,062+1,06201,0220.04%+1,022
PROLOGIS INC.(PLD)07,634+7,63409940.04%+994
WALMART INC(WMT)45,569135,896+90,3277,1848,1770.33%+993
BLACKROCK INC(BLK)01,092+1,09209100.04%+910
CAPITAL ONE FINL CORP(COF)05,881+5,88108760.03%+876
HILTON WORLDWIDE HLDGS INC(HLT)04,056+4,05608650.03%+865
INVESCO EXCH TRD SLF IDX FD037,964+37,96408630.03%+863
CARRIER GLOBAL CORPORATION(CARR)014,716+14,71608550.03%+855
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
046,064+46,06408540.03%+854
HOME DEPOT INC(HD)31,71330,816-89710,99011,8210.47%+831
STRYKER CORPORATION(SYK)15,42815,205-2234,6205,4410.22%+821
ZIMMER BIOMET HOLDINGS INC(ZBH)06,027+6,02707950.03%+795
APPLOVIN CORP(APP)010,821+10,82107490.03%+749
ISHARES INC
MSCI JAPAN ETF
09,933+9,93307090.03%+709
ISHARES TR
0-5YR HI YL CP
016,553+16,55307040.03%+704
PACER FDS TR
DATA AND INFRAST
023,421+23,42106710.03%+671
TRIPADVISOR INC(TRIP)022,388+22,38806220.02%+622
BOWLERO CORP(LUCK)043,974+43,97406020.02%+602
CADENCE DESIGN SYSTEM INC(CDNS)20,57319,862-7115,6036,1830.25%+579
ARISTA NETWORKS INC12,43312,004-4292,9283,4810.14%+553
VANGUARD WORLD FD
COMM SRVC ETF
03,644+3,64404780.02%+478
FISERV INC(FISV)012,452+12,45201,9900.08%+1,990
VANGUARD WORLD FD15,00015,200+2003,8934,3560.17%+464
ISHARES TR
MSCI USA MIN ETF
05,483+5,48304580.02%+458
MOTOROLA SOLUTIONS INC(MSI)24,00722,461-1,5467,5167,9730.32%+457
NICE LTD(NICE)07,295+7,29501,9010.08%+1,901
ECOLAB INC(ECL)16,77416,291-4833,3273,7620.15%+434
GENUINE PARTS CO(GPC)47,26745,051-2,2166,5466,9800.28%+433
TJX COS INC NEW(TJX)70,46469,431-1,0336,6107,0420.28%+431
APPLIED MATLS INC010,171+10,17102,0980.08%+2,098
PAYPAL HLDGS INC(PYPL)06,291+6,29104210.02%+421
CINTAS CORP(CTAS)9,8219,208-6135,9196,3260.25%+407
SALESFORCE INC(CRM)01,272+1,27203830.02%+383
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