Fund HoldingsTed Buchan & Co

Total Portfolio Value
$124.47M
Total Bought
$4.58M
Total Sold
$9.26M
Net Transaction
-$4.69M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
COSTCO WHSL CORP NEW(COST)2,5393,867+1,3281,3672,1851.76%+818
SELECT SECTOR SPDR TR
ST STR ENERG ETF
82,05480,257-1,7976,6607,2545.83%+594
PNC FINL SVCS GROUP INC(PNC)04,822+4,82205920.48%+592
SPDR SER TR
ST STR SP METAL
47,10745,974-1,1332,3942,7992.25%+405
ISHARES TR27,05426,147-9072,2982,5502.05%+252
PACER FDS TR
US CASH COWS 100
117,712118,110+3985,6355,8384.69%+203
UNITEDHEALTH GROUP INC(UNH)1,2421,521+2795977670.62%+170
VANECK ETF TRUST
OIL SERVICES ETF
3,3673,299-689681,1380.91%+170
SCHWAB STRATEGIC TR72,77277,023+4,2515,2855,4504.38%+165
ELI LILLY & CO(LLY)1,6831,723+407899250.74%+136
ALPHABET INC(GOOG)14,78114,577-2041,7881,9221.54%+134
PETROLEO BRASILEIRO SA PETRO(PBR)73,64376,045+2,4021,0181,1400.92%+121
RIO TINTO PLC(RIO)13,67314,922+1,2498739500.76%+77
ADOBE INC(ADBE)786900+1143844590.37%+75
PROGRESSIVE CORP(PGR)6,5426,618+768669220.74%+56
T ROWE PRICE ETF INC
CAP APPRECIATION
20,00722,713+2,7065115640.45%+53
EQUINOR ASA(EQNR)19,27818,700-5785636130.49%+50
CATERPILLAR INC(CAT)2,8962,786-1107137610.61%+48
AIRBNB INC2,7152,758+433483780.30%+30
CARRIER GLOBAL CORPORATION(CARR)5,0705,07002522800.22%+28
INTUIT(INTU)51551502362630.21%+27
ABBVIE INC(ABBV)1,6321,63202202430.20%+23
AUTOMATIC DATA PROCESSING IN99099002182380.19%+21
NVIDIA CORPORATION(NVDA)4,5724,469-1031,9341,9441.56%+10
ZOETIS INC(ZTS)1,2301,23002122140.17%+2
MASTERCARD INCORPORATED(MA)66266202602620.21%+2
ROPER TECHNOLOGIES INC(ROP)45245202172190.18%+2
PARKER-HANNIFIN CORP(PH)68568502672670.21%-0
ACCENTURE PLC IRELAND
SHS CLASS A
82082002532520.20%-1
ISHARES TR5,2075,430+2233783740.30%-3
ISHARES TR6,0506,005-456686630.53%-5
SPDR S&P 500 ETF TR(SPY)51551502292200.18%-8
ISHARES TR56856802532440.20%-9
SHERWIN WILLIAMS CO(SHW)89589502382280.18%-9
ISHARES TR946938-82602500.20%-11
SCHWAB STRATEGIC TR7,6207,62003993860.31%-13
ISHARES TR1,7051,70504164020.32%-14
FREEPORT-MCMORAN INC(FCX)25,29726,751+1,4541,0129980.80%-14
ISHARES INC
MSCI GBL ETF NEW
9,2799,004-2753753580.29%-17
LOWES COS INC(LOW)1,1601,16002622410.19%-21
S&P GLOBAL INC(SPGI)60460402422210.18%-21
VANGUARD INDEX FDS4,8124,872+609769530.77%-22
TEXAS INSTRS INC(TXN)1,2851,28502312040.16%-27
VANGUARD WORLD FDS
ENERGY ETF
5,8815,018-8636646360.51%-28
VANGUARD BD INDEX FDS3,3562,985-3712542240.18%-29
TESLA INC(TSLA)1,5991,554-454193890.31%-30
INVESCO QQQ TR1,4631,415-485405070.41%-34
ALTRIA GROUP INC(MO)8,6638,210-4533923450.28%-47
NIKE INC(NKE)3,2553,25503593110.25%-48
ISHARES TR
0-5 YR TIPS ETF
8,8218,371-4508618110.65%-50
DEERE & CO(DE)2,4162,435+199799190.74%-60
STARBUCKS CORP(SBUX)8,8888,912+248808130.65%-67
ULTA BEAUTY INC(ULTA)2,0542,218+1649678860.71%-81
DISNEY WALT CO(DIS)8,0237,829-1947166350.51%-82
HOME DEPOT INC(HD)2,7132,513-2008437590.61%-83
BROADCOM INC(AVGO)1,0781,014-649358420.68%-93
LINCOLN NATL CORP IND(LNC)50,36148,477-1,8841,2971,1970.96%-100
NETFLIX INC(NFLX)1,6021,599-37066040.49%-102
PFIZER INC(PFE)11,1388,868-2,2704092940.24%-114
AMAZON COM INC(AMZN)14,70614,065-6411,9171,7881.44%-129
DEXCOM INC(DXCM)4,7614,773+126124450.36%-167
D R HORTON INC(DHI)6,5505,863-6877976300.51%-167
T ROWE PRICE ETF INC
PRICE BLUE CHIP
121,397118,318-3,0793,3853,2142.58%-171
APPLE INC(AAPL)5,1924,860-3321,0078320.67%-175
MICROSOFT CORP(MSFT)5,1034,937-1661,7381,5591.25%-179
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
15,59615,145-4512,3342,1461.72%-188
CANADIAN NATL RY CO(CNI)1,7750-1,7752150-215
ISHARES TR2,0600-2,0602200-220
VANECK ETF TRUST
SEMICONDUCTR ETF
1,6160-1,6162460-246
REALTY INCOME CORP(O)16,50514,637-1,8689877310.59%-256
INVESCO EXCHANGE TRADED FD T
S&P500 EQL MAT
1,7420-1,7422830-283
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
92,33192,122-2094,5224,2233.39%-300
ISHARES TR113,632110,078-3,5549,2138,9137.16%-300
VANGUARD INDEX FDS27,20625,740-1,4663,8663,5502.85%-316
ALBEMARLE CORP(ALB)5,3675,180-1871,1978810.71%-317
ISHARES TR77,55377,197-3568,3468,0076.43%-339
ASML HOLDING N V
N Y REGISTRY SHS
3,1593,276+1172,2901,9291.55%-361
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
74,021367,384+293,36312,11411,6909.39%-423
PROSHARES TR
S&P 500 DV ARIST
102,248100,500-1,7489,6408,8997.15%-741
SPDR SER TR
ST STR SP BIOT
93,09894,010+9127,7466,8655.52%-881
VANGUARD WORLD FD20,73112,294-8,4371,8058610.69%-944
WP CAREY INC(WPC)19,0890-19,0891,2900-1,290
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