MondegarAI
Berkeley Capital Partners, LLC

Q2 2024 · 13F-HR

Berkeley Capital Partners, LLCholdings as filed

Filed 2024-08-14 · accession 0001376474-24-000434

$332.1M
Reported value
162
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$63.3M19.1%116,267CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$24.8M7.47%209,307CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$22.0M6.62%275,052CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$13.5M4.08%178,494CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$9.7M2.91%164,694CommonSOLE
92204A603VISVANGUARD WORLD FD$9.6M2.89%40,839CommonSOLE
46090E103QQQINVESCO QQQ TR$9.4M2.84%19,708CommonSOLE
464287721IYWISHARES TR$7.0M2.12%46,740CommonSOLE
78468R853SPSMSPDR SER TR$6.5M1.95%155,949CommonSOLE
78464A847SPMDSPDR SER TR$6.4M1.94%125,338CommonSOLE
594918104MSFTMICROSOFT CORP$6.4M1.93%14,348CommonSOLE
92189F106GDXVANECK ETF TRUST$5.5M1.67%163,536CommonSOLE
464287432TLTISHARES TR$4.6M1.40%50,649CommonSOLE
922908629VOVANGUARD INDEX FDS$4.0M1.20%16,397CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.0M1.19%32,024CommonSOLE
037833100AAPLAPPLE INC$3.4M1.03%16,225CommonSOLE
00162Q452AMLPALPS ETF TR$2.9M0.89%61,389CommonSOLE
922908769VTIVANGUARD INDEX FDS$2.7M0.82%10,127CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.7M0.80%23,181CommonSOLE
17275R102CSCOCISCO SYS INC$2.5M0.76%52,978CommonSOLE
166764100CVXCHEVRON CORP NEW$2.4M0.72%15,231CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.4M0.71%57,557CommonSOLE
060505104BACBANK AMERICA CORP$2.2M0.67%56,001CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.2M0.66%21,723CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.2M0.65%27,629CommonSOLE
023135106AMZNAMAZON COM INC$2.1M0.63%10,751CommonSOLE
747525103QCOMQUALCOMM INC$2.1M0.62%10,350CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.1M0.62%49,369CommonSOLE
66987V109NVSNOVARTIS AG$1.9M0.58%18,204CommonSOLE
464287242LQDISHARES TR$1.9M0.58%17,944CommonSOLE
351858105FNVFRANCO NEV CORP$1.9M0.56%15,726CommonSOLE
437076102HDHOME DEPOT INC$1.8M0.55%5,347CommonSOLE
717081103PFEPFIZER INC$1.8M0.55%65,490CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.8M0.55%17,894CommonSOLE
925652109VICIVICI PPTYS INC$1.8M0.54%63,077CommonSOLE
260557103DOWDOW INC$1.8M0.54%33,782CommonSOLE
205887102CAGCONAGRA BRANDS INC$1.7M0.52%60,820CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.7M0.51%22,006CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.6M0.49%8,085CommonSOLE
26875P101EOGEOG RES INC$1.6M0.47%12,504CommonNONE
464288687PFFISHARES TR$1.5M0.46%48,246CommonSOLE
02079K305GOOGLALPHABET INC$1.5M0.45%8,248CommonSOLE
69351T106PPLPPL CORP$1.4M0.43%51,715CommonNONE
89832Q109TFCTRUIST FINL CORP$1.4M0.42%36,179CommonSOLE
580135101MCDMCDONALDS CORP$1.4M0.41%5,333CommonSOLE
617446448MSMORGAN STANLEY$1.3M0.41%13,845CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.3M0.40%34,302CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$1.3M0.40%67,886CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.3M0.40%2,307CommonSOLE
49177J102KVUEKENVUE INC$1.3M0.39%71,199CommonSOLE
191216100KOCOCA COLA CO$1.3M0.39%20,262CommonSOLE
02209S103MOALTRIA GROUP INC$1.3M0.38%27,943CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.37%7,204CommonSOLE
922908751VBVANGUARD INDEX FDS$1.2M0.36%5,503CommonSOLE
05534B760BCEBCE INC$1.2M0.35%36,339CommonSOLE
464287614IWFISHARES TR$1.2M0.35%3,216CommonNONE
88579Y101MMM3M CO$1.2M0.35%11,452CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.33%2,174CommonSOLE
071813109BAXBAXTER INTL INC$1.1M0.33%32,960CommonNONE
532457108LLYELI LILLY & CO$1.1M0.33%1,209CommonSOLE
02079K107GOOGALPHABET INC$1.1M0.33%5,951CommonSOLE
92826C839VVISA INC$1.1M0.32%4,091CommonSOLE
842587107SOSOUTHERN CO$1.1M0.32%13,669CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.1M0.32%3,649CommonSOLE
487836108KKELLANOVA$1.1M0.32%18,338CommonNONE
92204A108VCRVANGUARD WORLD FD$1.1M0.32%3,383CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.0M0.31%6,451CommonSOLE
001055102AFLAFLAC INC$1.0M0.31%11,548CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.0M0.31%15,447CommonSOLE
478160104JNJJOHNSON & JOHNSON$960,8690.29%6,574CommonSOLE
922908637VVVANGUARD INDEX FDS$954,7100.29%3,825CommonSOLE
88160R101TSLATESLA INC$948,8350.29%4,795CommonNONE
30303M102METAMETA PLATFORMS INC$937,3520.28%1,859CommonSOLE
464289511IGLBISHARES TR$929,0930.28%18,567CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$927,1930.28%2,735CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$916,1150.28%20,935CommonSOLE
742718109PGPROCTER AND GAMBLE CO$907,7040.27%5,504CommonSOLE
855244109SBUXSTARBUCKS CORP$900,3240.27%11,565CommonSOLE
713448108PEPPEPSICO INC$897,4190.27%5,441CommonSOLE
92204A207VDCVANGUARD WORLD FD$863,8930.26%4,255CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$846,7780.25%6,188CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$841,5680.25%4,139CommonSOLE
904767704UNILEVER PLC$799,7530.24%14,544CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$789,0850.24%4,563CommonNONE
067901108ABXBARRICK GOLD CORP$771,4840.23%46,252CommonSOLE
11135F101AVGOBROADCOM INC$759,4160.23%473CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$753,8350.23%5,507CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$751,8650.23%5,159CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$747,6670.23%14,263CommonSOLE
00508Y102AYIACUITY BRANDS INC$743,6360.22%3,080CommonSOLE
767204100RIORIO TINTO PLC$718,3090.22%10,895CommonNONE
78646V107SAFESAFEHOLD INC$703,0830.21%36,448CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$694,9640.21%3,575CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$677,1800.20%2,354CommonSOLE
922908736VUGVANGUARD INDEX FDS$676,0480.20%1,808CommonSOLE
345370860FFORD MTR CO DEL$646,3520.19%51,543CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$627,6510.19%738CommonSOLE
58733R102MELIMERCADOLIBRE INC$626,1360.19%381CommonSOLE
922908363VOOVANGUARD INDEX FDS$611,2620.18%1,222CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$607,3530.18%1,493CommonSOLE
58933Y105MRKMERCK & CO INC$600,8730.18%4,854CommonSOLE
744320102PRUPRUDENTIAL FINL INC$589,3570.18%5,029CommonSOLE
464287226AGGISHARES TR$571,1680.17%5,884CommonNONE
902494103TSNTYSON FOODS INC$528,2030.16%9,244CommonSOLE
343498101FLOFLOWERS FOODS INC$511,7730.15%23,053CommonNONE
464287598IWDISHARES TR$503,8700.15%2,888CommonNONE
92204A306VDEVANGUARD WORLD FD$493,4480.15%3,868CommonSOLE
65342V101NREFNEXPOINT REAL ESTATE FIN INC$480,5020.14%35,022CommonSOLE
37940X102GPNGLOBAL PMTS INC$474,3140.14%4,905CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$471,5970.14%1,833CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$469,8590.14%6,856CommonSOLE
464287655IWMISHARES TR$468,2710.14%2,308CommonSOLE
00206R102TAT&T INC$462,6720.14%24,211CommonSOLE
254687106DISDISNEY WALT CO$460,6340.14%4,639CommonSOLE
372460105GPCGENUINE PARTS CO$453,8770.14%3,281CommonSOLE
464287465EFAISHARES TR$447,3900.13%5,712CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$446,0780.13%2,750CommonSOLE
780259305SHELSHELL PLC$436,2560.13%6,044CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$433,8110.13%21,832CommonSOLE
75513E101RTXRTX CORPORATION$433,5870.13%4,319CommonSOLE
464287622IWBISHARES TR$431,4330.13%1,450CommonSOLE
565849106MRO*MARATHON OIL CORP$422,4820.13%14,736CommonSOLE
H1467J104CBCHUBB LIMITED$419,6070.13%1,645CommonSOLE
011532108AGIALAMOS GOLD INC NEW$413,3880.12%26,364CommonSOLE
20825C104COPCONOCOPHILLIPS$407,4380.12%3,562CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$402,6580.12%5,258CommonSOLE
464288513HYGISHARES TR$401,0750.12%5,199CommonSOLE
65339F101NEENEXTERA ENERGY INC$399,0860.12%5,636CommonSOLE
464285204IAUISHARES GOLD TR$395,4580.12%9,002CommonSOLE
931142103WMTWALMART INC$391,5860.12%5,783CommonSOLE
464288760ITAISHARES TR$384,0020.12%2,908CommonSOLE
654106103NKENIKE INC$383,3530.12%5,086CommonSOLE
464287507IJHISHARES TR$374,0280.11%6,391CommonSOLE
922908553VNQVANGUARD INDEX FDS$365,0450.11%4,358CommonSOLE
92189F791GDXJVANECK ETF TRUST$355,1810.11%8,433CommonSOLE
496902404KGCKINROSS GOLD CORP$353,2590.11%42,459CommonSOLE
79466L302CRMSALESFORCE INC$336,8010.10%1,310CommonSOLE
N07059210ASMLASML HOLDING N V$327,2740.10%320CommonSOLE
172967424CCITIGROUP INC$313,3920.09%4,938CommonSOLE
94106L109WMWASTE MGMT INC DEL$299,5940.09%1,404CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$295,6080.09%4,520CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$291,7760.09%4,282CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$286,1280.09%649CommonSOLE
438516106HONHONEYWELL INTL INC$280,9540.08%1,316CommonSOLE
651639106NEMNEWMONT CORP$263,0280.08%6,282CommonSOLE
256677105DGDOLLAR GEN CORP NEW$260,1230.08%1,967CommonSOLE
464287291IXNISHARES TR$251,0280.08%3,031CommonSOLE
548661107LOWLOWES COS INC$241,8450.07%1,097CommonSOLE
67077M108NTRNUTRIEN LTD$238,1570.07%4,678CommonSOLE
594972408MSTRMICROSTRATEGY INC$236,9270.07%172CommonSOLE
78464A763SDYSPDR SER TR$234,6980.07%1,845CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$233,9500.07%3,602CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$229,8230.07%4,641CommonSOLE
64110L106NFLXNETFLIX INC$226,7600.07%336CommonSOLE
595112103MUMICRON TECHNOLOGY INC$224,6540.07%1,708CommonSOLE
46434G855RINGISHARES INC$218,5340.07%7,915CommonSOLE
464287762IYHISHARES TR$214,4450.06%3,500CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$210,6720.06%2,926CommonSOLE
458140100INTCINTEL CORP$202,8260.06%6,549CommonSOLE
06738E204BCSBARCLAYS PLC$137,2600.04%12,816CommonSOLE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$131,3440.04%12,173CommonNONE
46132C107VMOINVESCO MUN OPPORTUNITY TR$124,8610.04%12,387CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.