MondegarAI
Berkeley Capital Partners, LLC

Q4 2024 · 13F-HR

Berkeley Capital Partners, LLCholdings as filed

Filed 2025-02-11 · accession 0001376474-25-000179

$359.8M
Reported value
173
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$73.2M20.4%124,940CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$28.0M7.78%219,487CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$23.3M6.46%289,715CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$14.2M3.94%189,347CommonNONE
46090E103QQQINVESCO QQQ TR$10.1M2.80%19,696CommonNONE
92204A603VISVANGUARD WORLD FD$9.2M2.55%36,126CommonNONE
78468R853SPSMSPDR SER TR$7.4M2.06%164,882CommonNONE
78464A847SPMDSPDR SER TR$7.2M2.01%132,081CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$7.0M1.94%121,765CommonNONE
594918104MSFTMICROSOFT CORP$6.4M1.77%15,105CommonNONE
464287721IYWISHARES TR$6.1M1.71%38,530CommonNONE
92189F106GDXVANECK ETF TRUST$5.4M1.49%158,590CommonNONE
464287432TLTISHARES TR$4.8M1.34%55,402CommonNONE
67066G104NVDANVIDIA CORPORATION$4.6M1.28%34,301CommonNONE
922908629VOVANGUARD INDEX FDS$4.4M1.23%16,817CommonNONE
037833100AAPLAPPLE INC$4.4M1.22%17,486CommonNONE
00162Q452AMLPALPS ETF TR$3.0M0.83%61,909CommonNONE
922908769VTIVANGUARD INDEX FDS$2.9M0.82%10,141CommonNONE
166764100CVXCHEVRON CORP NEW$2.6M0.71%17,757CommonNONE
17275R102CSCOCISCO SYS INC$2.5M0.71%42,982CommonNONE
925652109VICIVICI PPTYS INC$2.5M0.70%86,806CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.5M0.70%44,496CommonNONE
30231G102XOMEXXON MOBIL CORP$2.5M0.69%22,988CommonNONE
060505104BACBANK AMERICA CORP$2.5M0.69%56,252CommonNONE
023135106AMZNAMAZON COM INC$2.3M0.64%10,498CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$2.3M0.63%20,959CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.2M0.61%54,895CommonNONE
437076102HDHOME DEPOT INC$2.1M0.60%5,517CommonNONE
855244109SBUXSTARBUCKS CORP$2.0M0.56%21,998CommonNONE
464287242LQDISHARES TR$1.9M0.53%17,799CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.9M0.52%7,872CommonNONE
717081103PFEPFIZER INC$1.8M0.51%69,190CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.8M0.51%15,163CommonNONE
464288687PFFISHARES TR$1.8M0.50%56,931CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.8M0.50%22,919CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.7M0.48%12,629CommonNONE
351858105FNVFRANCO NEV CORP$1.7M0.47%14,229CommonNONE
02079K305GOOGLALPHABET INC$1.7M0.46%8,775CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.46%5,667CommonNONE
172967424CCITIGROUP INC$1.6M0.45%23,243CommonNONE
747525103QCOMQUALCOMM INC$1.6M0.45%10,596CommonNONE
001055102AFLAFLAC INC$1.6M0.45%15,571CommonNONE
26875P101EOGEOG RES INC$1.6M0.44%12,915CommonNONE
89832Q109TFCTRUIST FINL CORP$1.6M0.44%36,185CommonNONE
G5960L103MDTMEDTRONIC PLC$1.5M0.43%19,196CommonNONE
49177J102KVUEKENVUE INC$1.5M0.41%69,250CommonNONE
69351T106PPLPPL CORP$1.5M0.41%45,286CommonNONE
92204A702VGTVANGUARD WORLD FD$1.5M0.41%2,349CommonNONE
922908751VBVANGUARD INDEX FDS$1.4M0.40%5,948CommonNONE
00287Y109ABBVABBVIE INC$1.4M0.39%7,853CommonNONE
02209S103MOALTRIA GROUP INC$1.3M0.37%25,275CommonNONE
871829107SYYSYSCO CORP$1.3M0.37%17,275CommonNONE
92204A108VCRVANGUARD WORLD FD$1.3M0.36%3,454CommonNONE
464287614IWFISHARES TR$1.3M0.36%3,224CommonNONE
554382101MACMACERICH CO$1.3M0.36%64,401CommonNONE
92826C839VVISA INC$1.3M0.35%4,025CommonNONE
191216100KOCOCA COLA CO$1.3M0.35%20,289CommonNONE
654106103NKENIKE INC$1.2M0.34%16,372CommonNONE
78646V107SAFESAFEHOLD INC$1.2M0.34%65,297CommonNONE
29444U700EQIXEQUINIX INC$1.2M0.33%1,278CommonNONE
75513E101RTXRTX CORPORATION$1.2M0.33%10,396CommonNONE
30303M102METAMETA PLATFORMS INC$1.2M0.33%2,011CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$1.2M0.32%12,002CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$1.2M0.32%14,637CommonNONE
842587107SOSOUTHERN CO$1.1M0.32%13,938CommonNONE
02079K107GOOGALPHABET INC$1.1M0.31%5,916CommonNONE
11135F101AVGOBROADCOM INC$1.1M0.31%4,749CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.30%2,133CommonNONE
88160R101TSLATESLA INC$1.1M0.30%2,648CommonNONE
260557103DOWDOW INC$1.1M0.30%26,601CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.29%5,831CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.29%4,802CommonNONE
58933Y105MRKMERCK & CO INC$1.0M0.29%10,446CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1.0M0.29%4,270CommonNONE
922908637VVVANGUARD INDEX FDS$1.0M0.28%3,751CommonNONE
532457108LLYELI LILLY & CO$1.0M0.28%1,306CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.0M0.28%3,799CommonNONE
478160104JNJJOHNSON & JOHNSON$971,6760.27%6,719CommonNONE
922908744VTVVANGUARD INDEX FDS$950,7490.26%5,616CommonNONE
742718109PGPROCTER AND GAMBLE CO$949,5260.26%5,664CommonNONE
071813109BAXBAXTER INTL INC$936,2490.26%32,107CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$928,9750.26%45,830CommonNONE
464289511IGLBISHARES TR$919,2850.26%18,609CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$877,1310.24%11,158CommonNONE
03064D108COLDAMERICOLD REALTY TRUST INC$871,2800.24%40,714CommonNONE
00508Y102AYIACUITY BRANDS INC$870,5480.24%2,980CommonNONE
713448108PEPPEPSICO INC$831,8270.23%5,470CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$831,0260.23%5,577CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$829,5200.23%18,836CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$818,4940.23%6,212CommonNONE
904767704UNILEVER PLC$800,9850.22%14,127CommonNONE
20030N101CMCSACOMCAST CORP NEW$782,5010.22%20,850CommonNONE
20825C104COPCONOCOPHILLIPS$773,0680.21%7,795CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$771,0220.21%18,958CommonNONE
92204A207VDCVANGUARD WORLD FD$757,3750.21%3,583CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$743,5360.21%811CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$719,8200.20%2,404CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$718,4490.20%1,585CommonNONE
767204100RIORIO TINTO PLC$715,3850.20%12,164CommonNONE
922908363VOOVANGUARD INDEX FDS$671,6440.19%1,247CommonNONE
58733R102MELIMERCADOLIBRE INC$663,1720.18%390CommonNONE
931142103WMTWALMART INC$621,0720.17%6,874CommonNONE
744320102PRUPRUDENTIAL FINL INC$604,5090.17%5,100CommonNONE
65342V101NREFNEXPOINT REAL ESTATE FIN INC$594,4480.17%37,887CommonNONE
37940X102GPNGLOBAL PMTS INC$594,0310.17%5,301CommonNONE
067901108ABXBARRICK GOLD CORP$589,9460.16%38,061CommonNONE
464287226AGGISHARES TR$589,1960.16%6,080CommonNONE
49456B101KMIKINDER MORGAN INC DEL$576,6780.16%21,047CommonNONE
205887102CAGCONAGRA BRANDS INC$570,5980.16%20,562CommonNONE
922908736VUGVANGUARD INDEX FDS$556,9150.15%1,357CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$552,8000.15%6,570CommonNONE
464287598IWDISHARES TR$534,2860.15%2,886CommonNONE
902494103TSNTYSON FOODS INC$532,8710.15%9,277CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$517,9470.14%6,843CommonNONE
79466L302CRMSALESFORCE INC$509,5190.14%1,524CommonNONE
254687106DISDISNEY WALT CO$505,3950.14%4,539CommonNONE
00206R102TAT&T INC$497,9900.14%21,870CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$476,2580.13%3,777CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$475,5800.13%7,006CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$473,9240.13%9,806CommonNONE
464285204IAUISHARES GOLD TR$473,8110.13%9,570CommonNONE
H1467J104CBCHUBB LIMITED$471,0920.13%1,705CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$461,7110.13%28,378CommonNONE
372460105GPCGENUINE PARTS CO$453,6540.13%3,885CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$447,6710.12%7,960CommonNONE
464287465EFAISHARES TR$437,4140.12%5,785CommonNONE
464288760ITAISHARES TR$422,8240.12%2,909CommonNONE
343498101FLOFLOWERS FOODS INC$413,0110.11%19,991CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$412,3560.11%1,838CommonNONE
05534B760BCEBCE INC$411,3760.11%17,747CommonNONE
21036P108STZCONSTELLATION BRANDS INC$401,5220.11%1,817CommonNONE
464287507IJHISHARES TR$399,4040.11%6,410CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$396,9680.11%2,265CommonNONE
92204A306VDEVANGUARD WORLD FD$394,3520.11%3,251CommonNONE
46138K103FXEINVESCO CURRENCYSHARES EURO$394,1200.11%4,120CommonNONE
65339F101NEENEXTERA ENERGY INC$390,2090.11%5,443CommonNONE
594972408MSTRMICROSTRATEGY INC$387,2220.11%1,337CommonNONE
922908553VNQVANGUARD INDEX FDS$378,1630.11%4,245CommonNONE
464287622IWBISHARES TR$370,4840.10%1,150CommonNONE
57636Q104MAMASTERCARD INCORPORATED$366,4720.10%696CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$365,6100.10%5,223CommonNONE
617446448MSMORGAN STANLEY$358,9310.10%2,855CommonNONE
464288513HYGISHARES TR$352,5270.10%4,482CommonNONE
780259305SHELSHELL PLC$341,3180.09%5,448CommonNONE
548661107LOWLOWES COS INC$318,8660.09%1,292CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$318,8110.09%1,738CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$314,1750.09%2,601CommonNONE
438516106HONHONEYWELL INTL INC$299,1420.08%1,324CommonNONE
64110L106NFLXNETFLIX INC$297,7010.08%334CommonNONE
94106L109WMWASTE MGMT INC DEL$283,1800.08%1,403CommonNONE
595112103MUMICRON TECHNOLOGY INC$265,0200.07%3,149CommonNONE
00724F101ADBEADOBE INC$256,5810.07%577CommonNONE
464287291IXNISHARES TR$254,2500.07%3,000CommonNONE
87161C501SYU1SYNOVUS FINL CORP$241,4580.07%4,713CommonNONE
48251W104KKRKKR & CO INC$235,2620.07%1,591CommonNONE
66987V109NVSNOVARTIS AG$234,3230.07%2,408CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$227,0530.06%435CommonNONE
78464A698KRESPDR SER TR$225,1060.06%3,730CommonNONE
097023105BABOEING CO$224,9670.06%1,271CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$224,3820.06%4,522CommonNONE
46434G855RINGISHARES INC$222,4630.06%7,914CommonNONE
907818108UNPUNION PAC CORP$220,2040.06%966CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$216,0430.06%4,472CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$214,9620.06%582CommonNONE
78464A763SDYSPDR SER TR$211,9740.06%1,605CommonNONE
78468R663BILSPDR SER TR$208,4370.06%2,280CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$208,3090.06%1,886CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$204,1750.06%2,408CommonNONE
464287762IYHISHARES TR$203,9450.06%3,500CommonNONE
496902404KGCKINROSS GOLD CORP$142,5170.04%15,374CommonNONE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$131,5870.04%12,173CommonNONE
46132C107VMOINVESCO MUN OPPORTUNITY TR$120,4020.03%12,387CommonNONE
345370860FFORD MTR CO$103,8080.03%10,486CommonNONE

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.