Menard Financial Group as of June 30, 2024
Portfolio Holdings for Menard Financial Group
Menard Financial Group holds 105 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zacks Trust Earngs Constant (ZECP) | 23.9 | $34M | 1.2M | 28.85 | |
| NVIDIA Corporation (NVDA) | 8.3 | $12M | 95k | 123.54 | |
| Amazon (AMZN) | 3.8 | $5.4M | 28k | 193.25 | |
| Microsoft Corporation (MSFT) | 3.6 | $5.1M | 11k | 446.96 | |
| Meta Platforms Cl A (META) | 3.1 | $4.4M | 8.8k | 504.19 | |
| Apple (AAPL) | 1.8 | $2.6M | 12k | 210.61 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 1.8 | $2.5M | 28k | 91.08 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 1.8 | $2.5M | 98k | 25.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $2.4M | 13k | 182.14 | |
| Broadcom (AVGO) | 1.6 | $2.3M | 1.4k | 1605.72 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $2.2M | 19k | 115.12 | |
| J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 1.5 | $2.1M | 45k | 45.74 | |
| UnitedHealth (UNH) | 1.4 | $2.0M | 3.8k | 509.23 | |
| Chevron Corporation (CVX) | 1.4 | $1.9M | 12k | 156.42 | |
| Uber Technologies (UBER) | 1.3 | $1.8M | 25k | 72.68 | |
| Novo-nordisk A S Adr (NVO) | 1.2 | $1.7M | 12k | 142.74 | |
| Visa Com Cl A (V) | 1.2 | $1.6M | 6.2k | 262.49 | |
| Palo Alto Networks (PANW) | 1.1 | $1.6M | 4.7k | 339.01 | |
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.1 | $1.6M | 34k | 46.33 | |
| Select Sector Spdr Tr Technology (XLK) | 1.1 | $1.5M | 6.8k | 226.24 | |
| Procter & Gamble Company (PG) | 1.0 | $1.4M | 8.5k | 164.91 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $1.3M | 7.4k | 173.81 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.2M | 6.0k | 202.27 | |
| Home Depot (HD) | 0.9 | $1.2M | 3.5k | 344.23 | |
| Caci Intl Cl A (CACI) | 0.9 | $1.2M | 2.8k | 430.13 | |
| Abbvie (ABBV) | 0.8 | $1.1M | 6.5k | 171.53 | |
| Select Sector Spdr Tr Energy (XLE) | 0.8 | $1.1M | 12k | 91.15 | |
| Caterpillar (CAT) | 0.7 | $1.0M | 3.1k | 333.12 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $1.0M | 18k | 56.68 | |
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $971k | 3.7k | 259.31 | |
| Applied Materials (AMAT) | 0.7 | $937k | 4.0k | 236.01 | |
| Axon Enterprise (AXON) | 0.6 | $880k | 3.0k | 294.19 | |
| ConocoPhillips (COP) | 0.6 | $872k | 7.6k | 114.38 | |
| Deere & Company (DE) | 0.6 | $810k | 2.2k | 373.64 | |
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.6 | $808k | 18k | 45.46 | |
| Crocs (CROX) | 0.6 | $799k | 5.5k | 145.94 | |
| Advanced Micro Devices (AMD) | 0.6 | $797k | 4.9k | 162.21 | |
| Broadridge Financial Solutions (BR) | 0.5 | $759k | 3.9k | 196.98 | |
| Costco Wholesale Corporation (COST) | 0.5 | $740k | 870.00 | 849.99 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $729k | 1.8k | 406.80 | |
| Shopify Cl A (SHOP) | 0.5 | $726k | 11k | 66.05 | |
| Bank of America Corporation (BAC) | 0.5 | $699k | 18k | 39.77 | |
| Truist Financial Corp equities (TFC) | 0.5 | $692k | 18k | 38.85 | |
| Tesla Motors (TSLA) | 0.5 | $691k | 3.5k | 197.88 | |
| Hca Holdings (HCA) | 0.5 | $686k | 2.1k | 321.28 | |
| Emcor (EME) | 0.5 | $681k | 1.9k | 365.09 | |
| Eli Lilly & Co. (LLY) | 0.5 | $674k | 744.00 | 905.38 | |
| Apollo Global Mgmt (APO) | 0.5 | $672k | 5.7k | 118.07 | |
| Manhattan Associates (MANH) | 0.5 | $662k | 2.7k | 246.68 | |
| Cadence Design Systems (CDNS) | 0.5 | $659k | 2.1k | 307.75 | |
| Spotify Technology S A SHS (SPOT) | 0.5 | $636k | 2.0k | 313.79 | |
| Pure Storage Cl A (PSTG) | 0.5 | $634k | 9.9k | 64.21 | |
| Agilent Technologies Inc C ommon (A) | 0.4 | $628k | 4.8k | 129.63 | |
| Sitio Royalties Corp Class A Com (STR) | 0.4 | $615k | 26k | 23.61 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $608k | 1.6k | 383.19 | |
| TJX Companies (TJX) | 0.4 | $589k | 5.3k | 110.10 | |
| Elf Beauty (ELF) | 0.4 | $585k | 2.8k | 210.72 | |
| Netflix (NFLX) | 0.4 | $576k | 853.00 | 674.88 | |
| Metropcs Communications (TMUS) | 0.4 | $572k | 3.2k | 176.16 | |
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.4 | $571k | 7.4k | 76.84 | |
| Royal Caribbean Cruises (RCL) | 0.4 | $564k | 3.5k | 159.43 | |
| Pepsi (PEP) | 0.4 | $561k | 3.4k | 164.93 | |
| Palantir Technologies Cl A (PLTR) | 0.4 | $544k | 22k | 25.33 | |
| Celanese Corporation (CE) | 0.4 | $537k | 4.0k | 134.87 | |
| Tetra Tech (TTEK) | 0.4 | $516k | 2.5k | 204.49 | |
| Hewlett Packard Enterprise (HPE) | 0.4 | $514k | 24k | 21.17 | |
| Rollins (ROL) | 0.4 | $511k | 11k | 48.79 | |
| Steel Dynamics (STLD) | 0.4 | $509k | 3.9k | 129.49 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $507k | 2.8k | 183.42 | |
| Freeport-mcmoran CL B (FCX) | 0.4 | $507k | 10k | 48.60 | |
| Arcosa (ACA) | 0.4 | $507k | 6.1k | 83.41 | |
| Diamondback Energy (FANG) | 0.4 | $507k | 2.5k | 200.19 | |
| Casey's General Stores (CASY) | 0.3 | $477k | 1.3k | 381.68 | |
| Pulte (PHM) | 0.3 | $471k | 4.3k | 110.11 | |
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $457k | 5.3k | 86.57 | |
| Itron (ITRI) | 0.3 | $439k | 4.4k | 98.96 | |
| Marathon Oil Corporation (MRO) | 0.3 | $423k | 15k | 28.67 | |
| Huntington Ingalls Inds (HII) | 0.3 | $418k | 1.7k | 246.39 | |
| ICF International (ICFI) | 0.3 | $416k | 2.8k | 148.44 | |
| Cbre Group Cl A (CBRE) | 0.3 | $410k | 4.6k | 89.11 | |
| Graphic Packaging Holding Company (GPK) | 0.3 | $385k | 15k | 26.21 | |
| MGM Resorts International. (MGM) | 0.3 | $379k | 8.5k | 44.44 | |
| Skyline Corporation (SKY) | 0.3 | $356k | 5.2k | 67.75 | |
| Quanta Services (PWR) | 0.3 | $355k | 1.4k | 254.10 | |
| Martin Marietta Materials (MLM) | 0.2 | $350k | 646.00 | 541.80 | |
| Toast Cl A (TOST) | 0.2 | $350k | 14k | 25.77 | |
| Prologis (PLD) | 0.2 | $349k | 3.1k | 112.32 | |
| Mid-America Apartment (MAA) | 0.2 | $347k | 2.4k | 142.61 | |
| Merck & Co (MRK) | 0.2 | $347k | 2.8k | 123.82 | |
| Paccar (PCAR) | 0.2 | $329k | 3.2k | 102.95 | |
| Fabrinet SHS (FN) | 0.2 | $318k | 1.3k | 244.79 | |
| Owens Corning (OC) | 0.2 | $299k | 1.7k | 173.74 | |
| Wintrust Financial Corporation (WTFC) | 0.2 | $285k | 2.9k | 98.57 | |
| Dow (DOW) | 0.2 | $281k | 5.3k | 53.05 | |
| Kraft Heinz (KHC) | 0.2 | $280k | 8.7k | 32.22 | |
| McKesson Corporation (MCK) | 0.2 | $280k | 479.00 | 584.04 | |
| O'reilly Automotive (ORLY) | 0.2 | $261k | 247.00 | 1056.06 | |
| Johnson & Johnson (JNJ) | 0.2 | $248k | 1.7k | 146.16 | |
| Zoom Video Communications In Cl A (ZM) | 0.2 | $247k | 4.2k | 59.19 | |
| ConAgra Foods (CAG) | 0.2 | $242k | 8.5k | 28.42 | |
| Coca-Cola Company (KO) | 0.2 | $237k | 3.7k | 63.65 | |
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $223k | 2.5k | 87.84 | |
| Assurant (AIZ) | 0.2 | $223k | 1.3k | 166.25 | |
| AmerisourceBergen (COR) | 0.1 | $206k | 913.00 | 225.30 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $200k | 2.2k | 92.54 |