GFS Advisors, LLC Diversified Active

CIK: 0001427263 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 21, 2022

Total Value ($000): $606,173 (100.0% shares, 0.0% debt)

Holdings (173)

AAPL APPLE INC 7.6%
Value ($000) $45,851 Shares 258,214 Est. Cost $98.25 Unrealized +57.5%
BAC BK OF AMERICA CORP 5.7%
Value ($000) $34,602 Shares 777,754 Est. Cost $26.32 Unrealized +55.9%
UNILEVER PLC 4.2%
Value ($000) $25,728 Shares 478,310 Est. Cost $54.76 Unrealized
FDX FEDEX CORP 3.5%
Value ($000) $20,962 Shares 81,048 Est. Cost $163.93 Unrealized +34.1%
BUD ANHEUSER BUSCH INBEV SA/NV 3.0%
Value ($000) $17,911 Shares 295,798 Est. Cost $53.73 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $14,618 Shares 43,465 Est. Cost $150.79 Unrealized +107.9%
SPY SPDR S&P 500 ETF TR 2.4%
Value ($000) $14,579 Shares 30,695 Est. Cost $295.21 Unrealized
GOOGL ALPHABET INC 2.2%
Value ($000) $13,625 Shares 4,703 Est. Cost $61.47 Unrealized +132.5%
VWO VANGUARD INTL EQUITY INDEX F 2.2%
Value ($000) $13,505 Shares 273,058 Est. Cost $46.63 Unrealized
PEP PEPSICO INC 2.2%
Value ($000) $13,136 Shares 75,623 Est. Cost $123.05 Unrealized +16.6%
PFE PFIZER INC 2.1%
Value ($000) $12,580 Shares 213,044 Est. Cost $28.67 Unrealized +40.3%
MRK MERCK & CO INC 2.0%
Value ($000) $12,284 Shares 160,280 Est. Cost $64.99 Unrealized +7.5%
SHV ISHARES TR 2.0%
Value ($000) $12,133 Shares 109,881 Est. Cost $110.42 Unrealized
VTI VANGUARD INDEX FDS 2.0%
Value ($000) $12,028 Shares 49,816 Est. Cost $121.80 Unrealized
BABA ALIBABA GROUP HLDG LTD 1.9%
Value ($000) $11,629 Shares 97,898 Est. Cost $139.31 Unrealized
BXMT BLACKSTONE MTG TR INC 1.9%
Value ($000) $11,489 Shares 375,200 Est. Cost $30.55 Unrealized
AAXJ ISHARES TR 1.9%
Value ($000) $11,322 Shares 136,900 Est. Cost $68.14 Unrealized
T AT&T INC 1.8%
Value ($000) $11,083 Shares 450,540 Est. Cost $15.44 Unrealized -5.0%
META META PLATFORMS INC 1.7%
Value ($000) $10,356 Shares 30,788 Est. Cost $343.04 Unrealized -3.9%
FEZ SPDR INDEX SHS FDS 1.6%
Value ($000) $9,829 Shares 210,649 Est. Cost $36.95 Unrealized
EWJ ISHARES INC 1.6%
Value ($000) $9,574 Shares 142,987 Est. Cost $66.51 Unrealized
IJH ISHARES TR 1.6%
Value ($000) $9,513 Shares 33,606 Est. Cost $179.35 Unrealized
INTC INTEL CORP 1.5%
Value ($000) $8,957 Shares 173,913 Est. Cost $41.88 Unrealized +12.9%
CSCO CISCO SYS INC 1.4%
Value ($000) $8,249 Shares 130,167 Est. Cost $37.41 Unrealized +34.9%
QQQ INVESCO QQQ TR 1.4%
Value ($000) $8,207 Shares 20,629 Est. Cost $204.21 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $7,995 Shares 46,737 Est. Cost $134.06 Unrealized +8.2%
KREF KKR REAL ESTATE FIN TR INC 1.2%
Value ($000) $6,971 Shares 334,675 Est. Cost $20.93 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $6,791 Shares 22,711 Est. Cost $200.37 Unrealized +42.9%
CPNG COUPANG INC 1.1%
Value ($000) $6,633 Shares 225,770 Est. Cost $36.42 Unrealized -22.7%
GLD SPDR GOLD TR 1.0%
Value ($000) $6,343 Shares 37,104 Est. Cost $155.81 Unrealized
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $5,849 Shares 121,895 Est. Cost $40.07 Unrealized +10.8%
KHC KRAFT HEINZ CO 0.9%
Value ($000) $5,418 Shares 150,925 Est. Cost $31.84 Unrealized -7.4%
IAU ISHARES GOLD TR 0.9%
Value ($000) $5,296 Shares 152,150 Est. Cost $33.71 Unrealized
IJR ISHARES TR 0.9%
Value ($000) $5,258 Shares 45,917 Est. Cost $85.39 Unrealized
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $5,153 Shares 31,495 Est. Cost $90.66 Unrealized +78.5%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $5,118 Shares 31,289 Est. Cost $126.36 Unrealized +6.2%
GOOG ALPHABET INC 0.8%
Value ($000) $4,983 Shares 1,722 Est. Cost $60.13 Unrealized +138.6%
VXUS VANGUARD STAR FDS 0.8%
Value ($000) $4,955 Shares 77,953 Est. Cost $54.05 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $4,876 Shares 31,481 Est. Cost $137.59 Unrealized +14.7%
AMZN AMAZON COM INC 0.8%
Value ($000) $4,785 Shares 1,435 Est. Cost $44.95 Unrealized +280.8%
WMT WALMART INC 0.7%
Value ($000) $4,544 Shares 31,408 Est. Cost $43.66 Unrealized +3.5%
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $4,374 Shares 13,630 Est. Cost $90.58 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $4,105 Shares 66,987 Est. Cost $50.21 Unrealized
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $3,991 Shares 27,128 Est. Cost $108.19 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $3,679 Shares 60,117 Est. Cost $48.09 Unrealized +12.1%
DIA SPDR DOW JONES INDL AVERAGE 0.6%
Value ($000) $3,461 Shares 9,525 Est. Cost $248.68 Unrealized
DXJ WISDOMTREE TR 0.5%
Value ($000) $3,033 Shares 48,350 Est. Cost $59.47 Unrealized
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $2,977 Shares 68,585 Est. Cost $47.46 Unrealized
CX CEMEX SAB DE CV 0.5%
Value ($000) $2,871 Shares 598,916 Est. Cost $6.62 Unrealized
IWD ISHARES TR 0.5%
Value ($000) $2,759 Shares 16,432 Est. Cost $93.33 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $2,646 Shares 44,690 Est. Cost $37.28 Unrealized +31.9%
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,623 Shares 67,174 Est. Cost $29.64 Unrealized
FLRN SPDR SER TR 0.4%
Value ($000) $2,544 Shares 83,180 Est. Cost $30.66 Unrealized
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $2,531 Shares 9,500 Est. Cost $266.42 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $2,513 Shares 15,871 Est. Cost $75.47 Unrealized +95.9%
VSS VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $2,500 Shares 18,664 Est. Cost $107.03 Unrealized
DEM WISDOMTREE TR 0.4%
Value ($000) $2,410 Shares 55,628 Est. Cost $43.61 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $2,267 Shares 37,541 Est. Cost $55.57 Unrealized +2.9%
SLV ISHARES SILVER TR 0.4%
Value ($000) $2,259 Shares 105,037 Est. Cost $21.95 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $2,184 Shares 19,147 Est. Cost $114.56 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $2,145 Shares 11,730 Est. Cost $127.60 Unrealized +14.5%
BA BOEING CO 0.3%
Value ($000) $1,894 Shares 9,410 Est. Cost $183.38 Unrealized +15.2%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,809 Shares 32,590 Est. Cost $52.19 Unrealized
ICLN ISHARES TR 0.3%
Value ($000) $1,780 Shares 84,088 Est. Cost $21.13 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,744 Shares 10,450 Est. Cost $143.29 Unrealized +5.2%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,737 Shares 5,905 Est. Cost $17.66 Unrealized +55.5%
IJS ISHARES TR 0.3%
Value ($000) $1,681 Shares 16,087 Est. Cost $95.08 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.3%
Value ($000) $1,674 Shares 32,779 Est. Cost $39.51 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,671 Shares 14,240 Est. Cost $71.23 Unrealized +34.9%
VXF VANGUARD INDEX FDS 0.3%
Value ($000) $1,626 Shares 8,890 Est. Cost $79.51 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,532 Shares 8,566 Est. Cost $98.28 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $1,506 Shares 12,981 Est. Cost $96.80 Unrealized
TM TOYOTA MOTOR CORP 0.2%
Value ($000) $1,501 Shares 8,100 Est. Cost $124.46 Unrealized
HEDJ WISDOMTREE TR 0.2%
Value ($000) $1,471 Shares 18,345 Est. Cost $60.62 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $1,464 Shares 14,500 Est. Cost $100.97 Unrealized
BLACKROCK MUNIYIELD QUALITY 0.2%
Value ($000) $1,452 Shares 98,000 Est. Cost $14.68 Unrealized
XBI SPDR SER TR 0.2%
Value ($000) $1,386 Shares 12,381 Est. Cost $121.76 Unrealized
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $1,375 Shares 14,559 Est. Cost $62.95 Unrealized -2.2%
BK OF AMERICA CORP 0.2%
Value ($000) $1,351 Shares 935 Est. Cost $1444.92 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,304 Shares 14,000 Est. Cost $59.33 Unrealized +28.6%
INVESCO ADVANTAGE MUN INCOME 0.2%
Value ($000) $1,248 Shares 102,500 Est. Cost $12.45 Unrealized
DIREXION SHS ETF TR 0.2%
Value ($000) $1,229 Shares 75,000 Est. Cost $26.45 Unrealized
SLYV SPDR SER TR 0.2%
Value ($000) $1,221 Shares 14,415 Est. Cost $58.51 Unrealized
BOTZ GLOBAL X FDS 0.2%
Value ($000) $1,111 Shares 30,919 Est. Cost $29.96 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,099 Shares 10,654 Est. Cost $58.73 Unrealized +37.0%
VPL VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,098 Shares 14,080 Est. Cost $59.73 Unrealized
SNY SANOFI 0.2%
Value ($000) $1,055 Shares 21,050 Est. Cost $48.21 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $1,022 Shares 12,992 Est. Cost $60.09 Unrealized
STWD STARWOOD PPTY TR INC 0.2%
Value ($000) $1,011 Shares 41,600 Est. Cost $24.30 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,007 Shares 14,750 Est. Cost $59.95 Unrealized
SCZ ISHARES TR 0.2%
Value ($000) $1,001 Shares 13,698 Est. Cost $48.90 Unrealized
GDX VANECK ETF TRUST 0.2%
Value ($000) $1,001 Shares 31,264 Est. Cost $30.64 Unrealized
OEF ISHARES TR 0.2%
Value ($000) $997 Shares 4,550 Est. Cost $91.02 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $974 Shares 19,200 Est. Cost $50.83 Unrealized
EMB ISHARES TR 0.2%
Value ($000) $963 Shares 8,830 Est. Cost $110.03 Unrealized
KRE SPDR SER TR 0.2%
Value ($000) $931 Shares 13,140 Est. Cost $65.66 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $923 Shares 1,783 Est. Cost $419.92 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $917 Shares 19,360 Est. Cost $31.52 Unrealized +4.0%
NVS NOVARTIS AG 0.2%
Value ($000) $916 Shares 10,475 Est. Cost $81.81 Unrealized
EMLC VANECK ETF TRUST 0.2%
Value ($000) $912 Shares 31,905 Est. Cost $29.97 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $862 Shares 3,900 Est. Cost $141.69 Unrealized
IGF ISHARES TR 0.1%
Value ($000) $852 Shares 17,900 Est. Cost $45.36 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.1%
Value ($000) $852 Shares 41,010 Est. Cost $15.32 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $850 Shares 16,859 Est. Cost $48.01 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $826 Shares 5,077 Est. Cost $149.87 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $802 Shares 15,193 Est. Cost $47.54 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $795 Shares 9,120 Est. Cost $61.18 Unrealized +45.3%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $772 Shares 9,500 Est. Cost $82.42 Unrealized
IVOL KRANESHARES TR 0.1%
Value ($000) $766 Shares 28,520 Est. Cost $27.69 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $749 Shares 12,315 Est. Cost $61.39 Unrealized
BLACKROCK INNOVATION AND GRW 0.1%
Value ($000) $742 Shares 51,030 Est. Cost $18.75 Unrealized
IEV ISHARES TR 0.1%
Value ($000) $714 Shares 13,122 Est. Cost $46.48 Unrealized
PFFD GLOBAL X FDS 0.1%
Value ($000) $688 Shares 26,700 Est. Cost $26.15 Unrealized
EWU ISHARES TR 0.1%
Value ($000) $672 Shares 20,263 Est. Cost $29.81 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $668 Shares 5,000 Est. Cost $101.94 Unrealized +4.5%
IVV ISHARES TR 0.1%
Value ($000) $667 Shares 1,540 Est. Cost $246.75 Unrealized
FXI ISHARES TR 0.1%
Value ($000) $656 Shares 17,923 Est. Cost $42.64 Unrealized
V VISA INC 0.1%
Value ($000) $646 Shares 2,983 Est. Cost $215.08 Unrealized -3.2%
INDA ISHARES TR 0.1%
Value ($000) $639 Shares 13,938 Est. Cost $29.70 Unrealized
EPP ISHARES INC 0.1%
Value ($000) $621 Shares 12,765 Est. Cost $40.24 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $607 Shares 1,390 Est. Cost $275.26 Unrealized
KRBN KRANESHARES TR 0.1%
Value ($000) $606 Shares 11,910 Est. Cost $41.93 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $578 Shares 1,565 Est. Cost $329.71 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $567 Shares 37,950 Est. Cost $15.46 Unrealized
IGE ISHARES TR 0.1%
Value ($000) $546 Shares 17,356 Est. Cost $30.25 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $537 Shares 12,185 Est. Cost $40.19 Unrealized
CODI COMPASS DIVERSIFIED 0.1%
Value ($000) $535 Shares 17,500 Est. Cost $14.84 Unrealized +73.0%
MCY MERCURY GENL CORP NEW 0.1%
Value ($000) $531 Shares 10,000 Est. Cost $57.23 Unrealized -6.1%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $520 Shares 12,000 Est. Cost $52.06 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $514 Shares 7,187 Est. Cost $64.91 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $509 Shares 13,472 Est. Cost $35.11 Unrealized
PPH VANECK ETF TRUST 0.1%
Value ($000) $500 Shares 6,500 Est. Cost $69.71 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $494 Shares 16,495 Est. Cost $30.96 Unrealized -7.3%
SLQD ISHARES TR 0.1%
Value ($000) $490 Shares 9,600 Est. Cost $51.67 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $486 Shares 807 Est. Cost $52.54 Unrealized +21.6%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $472 Shares 2,309 Est. Cost $97.17 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $470 Shares 5,500 Est. Cost $86.67 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $449 Shares 3,908 Est. Cost $114.89 Unrealized
BIL SPDR SER TR 0.1%
Value ($000) $411 Shares 4,500 Est. Cost $91.56 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $391 Shares 8,000 Est. Cost $42.91 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $383 Shares 4,398 Est. Cost $87.54 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $380 Shares 276 Est. Cost $149.69 Unrealized -2.4%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $376 Shares 2,667 Est. Cost $107.60 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $373 Shares 3,046 Est. Cost $116.84 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $354 Shares 15,000 Est. Cost $20.07 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $331 Shares 18,160 Est. Cost $24.86 Unrealized -11.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $327 Shares 6,295 Est. Cost $43.42 Unrealized -7.0%
EWS ISHARES INC 0.1%
Value ($000) $318 Shares 14,887 Est. Cost $22.60 Unrealized
APARTMENT INCOME REIT CORP 0.1%
Value ($000) $310 Shares 5,670 Est. Cost $48.85 Unrealized
BNDW VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $295 Shares 3,755 Est. Cost $79.89 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $293 Shares 6,985 Est. Cost $44.78 Unrealized -3.7%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $279 Shares 5,000 Est. Cost $47.10 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $276 Shares 5,300 Est. Cost $39.91 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $269 Shares 5,447 Est. Cost $42.81 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $264 Shares 465 Est. Cost $488.10 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $260 Shares 10,000 Est. Cost $22.75 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $258 Shares 563 Est. Cost $405.04 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $250 Shares 1,232 Est. Cost $202.92 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $248 Shares 1,625 Est. Cost $161.39 Unrealized
DIDIY DIDI GLOBAL INC 0.0%
Value ($000) $224 Shares 45,000 Est. Cost $7.80 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $218 Shares 2,800 Est. Cost $87.18 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $213 Shares 5,400 Est. Cost $38.81 Unrealized
UNITED STS NAT GAS FD LP 0.0%
Value ($000) $212 Shares 17,000 Est. Cost $11.42 Unrealized
GDRX GOODRX HLDGS INC 0.0%
Value ($000) $212 Shares 6,490 Est. Cost $45.94 Unrealized -12.4%
CRM SALESFORCE COM INC 0.0%
Value ($000) $210 Shares 827 Est. Cost $241.67 Unrealized +14.9%
ANGL VANECK ETF TRUST 0.0%
Value ($000) $207 Shares 6,270 Est. Cost $33.01 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $207 Shares 3,840 Est. Cost $53.91 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $123 Shares 15,000 Est. Cost $9.60 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $91 Shares 25,086 Est. Cost $268.08 Unrealized +25.1%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $73 Shares 12,414 Est. Cost $6.23 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $54 Shares 12,666 Est. Cost $8.69 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $49 Shares 14,750 Est. Cost $4.57 Unrealized
DIDIY DIDI GLOBAL INC 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $7.80 Unrealized