Welch Group as of June 30, 2026
Portfolio Holdings for Welch Group
Welch Group holds 320 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 3.7 | $108M | 373k | 289.36 | |
| Cisco Systems (CSCO) | 3.6 | $107M | 907k | 117.46 | |
| Abbvie (ABBV) | 3.2 | $94M | 371k | 251.64 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $91M | 277k | 327.33 | |
| Johnson & Johnson (JNJ) | 3.1 | $91M | 357k | 253.97 | |
| Raytheon Technologies Corp (RTX) | 3.0 | $88M | 462k | 189.73 | |
| International Business Machines (IBM) | 2.9 | $85M | 301k | 281.21 | |
| Servisfirst Bancshares (SFBS) | 2.8 | $83M | 960k | 86.75 | |
| Microsoft Corporation (MSFT) | 2.8 | $82M | 220k | 373.02 | |
| Qualcomm (QCOM) | 2.6 | $76M | 413k | 184.79 | |
| Texas Instruments Incorporated (TXN) | 2.6 | $76M | 256k | 298.07 | |
| Southern Company (SO) | 2.6 | $75M | 788k | 95.71 | |
| Nextera Energy (NEE) | 2.6 | $75M | 858k | 87.77 | |
| Cincinnati Financial Corporation (CINF) | 2.5 | $73M | 396k | 185.14 | |
| Chevron Corporation (CVX) | 2.4 | $72M | 432k | 165.76 | |
| Exxon Mobil Corporation (XOM) | 2.4 | $71M | 520k | 136.72 | |
| Home Depot (HD) | 2.4 | $71M | 200k | 352.68 | |
| Emerson Electric (EMR) | 2.3 | $67M | 466k | 143.15 | |
| Truist Financial Corp equities (TFC) | 2.3 | $67M | 1.3M | 49.82 | |
| Lockheed Martin Corporation (LMT) | 2.3 | $66M | 130k | 509.46 | |
| McDonald's Corporation (MCD) | 2.1 | $61M | 225k | 270.31 | |
| Arthur J. Gallagher & Co. (AJG) | 2.1 | $60M | 262k | 229.57 | |
| Consolidated Edison (ED) | 2.0 | $59M | 533k | 110.63 | |
| Colgate-Palmolive Company (CL) | 2.0 | $58M | 634k | 91.68 | |
| Procter & Gamble Company (PG) | 1.9 | $56M | 380k | 146.64 | |
| Pfizer (PFE) | 1.8 | $53M | 2.2M | 24.08 | |
| American Electric Power Company (AEP) | 1.8 | $53M | 385k | 136.81 | |
| Verizon Communications (VZ) | 1.7 | $51M | 1.2M | 42.34 | |
| Kimberly-Clark Corporation (KMB) | 1.7 | $51M | 462k | 109.77 | |
| Paychex (PAYX) | 1.7 | $50M | 504k | 98.33 | |
| Pepsi (PEP) | 1.6 | $47M | 346k | 135.40 | |
| Caterpillar (CAT) | 1.4 | $41M | 38k | 1064.91 | |
| NVIDIA Corporation (NVDA) | 1.2 | $35M | 175k | 200.09 | |
| Advanced Micro Devices (AMD) | 1.2 | $34M | 58k | 580.91 | |
| Micron Technology (MU) | 1.1 | $32M | 28k | 1154.28 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 0.8 | $24M | 914k | 26.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $23M | 64k | 357.37 | |
| Coca-Cola Company (KO) | 0.8 | $23M | 280k | 81.27 | |
| Applied Materials (AMAT) | 0.6 | $18M | 25k | 723.01 | |
| Eli Lilly & Co. (LLY) | 0.6 | $18M | 15k | 1199.43 | |
| Deere & Company (DE) | 0.6 | $18M | 28k | 634.33 | |
| Palo Alto Networks (PANW) | 0.6 | $18M | 52k | 341.02 | |
| Amazon (AMZN) | 0.6 | $17M | 70k | 238.34 | |
| Goldman Sachs (GS) | 0.6 | $17M | 16k | 1011.39 | |
| Visa Com Cl A (V) | 0.5 | $16M | 46k | 343.09 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $14M | 18k | 748.88 | |
| Broadcom (AVGO) | 0.5 | $13M | 35k | 377.75 | |
| TJX Companies (TJX) | 0.4 | $12M | 80k | 151.50 | |
| Oracle Corporation (ORCL) | 0.4 | $12M | 79k | 146.55 | |
| Carrier Global Corporation (CARR) | 0.4 | $11M | 154k | 73.35 | |
| Meta Platforms Cl A (META) | 0.4 | $11M | 20k | 563.30 | |
| Target Corporation (TGT) | 0.4 | $11M | 84k | 130.61 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $11M | 21k | 513.61 | |
| Sherwin-Williams Company (SHW) | 0.4 | $11M | 31k | 344.32 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $10M | 88k | 117.67 | |
| Stryker Corporation (SYK) | 0.3 | $10M | 32k | 314.84 | |
| Globe Life (GL) | 0.3 | $8.2M | 46k | 178.68 | |
| Tesla Motors (TSLA) | 0.3 | $8.2M | 20k | 420.60 | |
| Vulcan Materials Company (VMC) | 0.3 | $8.1M | 28k | 295.01 | |
| American Express Company (AXP) | 0.2 | $6.4M | 19k | 338.25 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $5.8M | 8.5k | 686.83 | |
| Wal-Mart Stores (WMT) | 0.2 | $5.7M | 51k | 113.26 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $5.5M | 7.3k | 746.79 | |
| Merck & Co (MRK) | 0.2 | $4.8M | 37k | 128.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $4.8M | 14k | 353.32 | |
| Norfolk Southern (NSC) | 0.2 | $4.6M | 15k | 314.58 | |
| Regions Financial Corporation (RF) | 0.2 | $4.5M | 150k | 30.20 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $4.5M | 57k | 79.42 | |
| AFLAC Incorporated (AFL) | 0.2 | $4.5M | 38k | 117.25 | |
| Philip Morris International (PM) | 0.1 | $3.9M | 22k | 180.91 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $3.8M | 65k | 58.20 | |
| Modine Manufacturing (MOD) | 0.1 | $3.5M | 13k | 267.02 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.3M | 4.4k | 736.46 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.2M | 8.6k | 368.38 | |
| Altria (MO) | 0.1 | $3.0M | 42k | 71.95 | |
| Pinnacle Finl Partners (PNFP) | 0.1 | $2.7M | 27k | 100.88 | |
| Mueller Industries (MLI) | 0.1 | $2.7M | 22k | 122.93 | |
| Crane Company Common Stock (CR) | 0.1 | $2.5M | 11k | 223.07 | |
| Bank of New York Mellon Corporation (BNY) | 0.1 | $2.4M | 17k | 144.61 | |
| Welltower Inc Com reit (WELL) | 0.1 | $2.4M | 11k | 226.97 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.4M | 29k | 82.11 | |
| Watts Water Technologies Cl A (WTS) | 0.1 | $2.1M | 5.4k | 391.45 | |
| Wells Fargo & Company (WFC) | 0.1 | $2.0M | 25k | 82.64 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.0M | 2.1k | 935.48 | |
| Waste Management (WM) | 0.1 | $1.8M | 8.2k | 222.87 | |
| Bank of America Corporation (BAC) | 0.1 | $1.8M | 32k | 56.98 | |
| At&t (T) | 0.1 | $1.8M | 87k | 20.70 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.8M | 2.7k | 655.89 | |
| Republic Services (RSG) | 0.1 | $1.7M | 8.1k | 213.08 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.7M | 4.6k | 370.01 | |
| Aon Shs Cl A (AON) | 0.1 | $1.7M | 5.1k | 331.69 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $1.7M | 67k | 25.06 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $1.7M | 13k | 126.58 | |
| Genuine Parts Company (GPC) | 0.1 | $1.6M | 14k | 117.98 | |
| Intel Corporation (INTC) | 0.1 | $1.6M | 11k | 139.63 | |
| Gra (GGG) | 0.1 | $1.6M | 21k | 75.61 | |
| EnPro Industries (NPO) | 0.1 | $1.5M | 4.0k | 376.93 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.5M | 13k | 117.45 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $1.4M | 4.2k | 338.72 | |
| Textron (TXT) | 0.0 | $1.4M | 15k | 91.73 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $1.4M | 2.8k | 509.31 | |
| Abbott Laboratories (ABT) | 0.0 | $1.4M | 16k | 90.74 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $1.4M | 7.2k | 190.51 | |
| Rbc Cad (RY) | 0.0 | $1.3M | 6.5k | 206.97 | |
| GATX Corporation (GATX) | 0.0 | $1.3M | 7.5k | 177.19 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $1.3M | 11k | 116.67 | |
| Eaton Corp SHS (ETN) | 0.0 | $1.3M | 3.1k | 426.12 | |
| Oneok (OKE) | 0.0 | $1.3M | 15k | 86.94 | |
| State Street Corporation (STT) | 0.0 | $1.3M | 7.6k | 169.60 | |
| Corning Incorporated (GLW) | 0.0 | $1.3M | 5.1k | 255.43 | |
| United Rentals (URI) | 0.0 | $1.3M | 1.1k | 1132.89 | |
| O'reilly Automotive (ORLY) | 0.0 | $1.3M | 14k | 92.09 | |
| ConocoPhillips (COP) | 0.0 | $1.2M | 12k | 103.96 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.2M | 7.5k | 158.03 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $1.2M | 21k | 56.31 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.2M | 22k | 53.47 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $1.1M | 7.3k | 156.72 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.1M | 13k | 85.49 | |
| Newmont Mining Corporation (NEM) | 0.0 | $1.1M | 12k | 93.40 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.1M | 13k | 86.14 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $1.1M | 2.5k | 433.28 | |
| Ge Aerospace Com New (GE) | 0.0 | $1.1M | 2.9k | 373.78 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.1M | 19k | 57.84 | |
| Chubb (CB) | 0.0 | $1.1M | 3.2k | 340.74 | |
| Arcosa (ACA) | 0.0 | $1.1M | 7.5k | 145.29 | |
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $1.1M | 12k | 91.64 | |
| Blackrock (BLK) | 0.0 | $1.1M | 1.1k | 961.60 | |
| Diamondback Energy (FANG) | 0.0 | $981k | 5.6k | 175.79 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $980k | 2.4k | 401.84 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $963k | 4.1k | 236.63 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $925k | 3.1k | 300.45 | |
| Xylem (XYL) | 0.0 | $922k | 7.8k | 118.21 | |
| Ge Vernova (GEV) | 0.0 | $914k | 778.00 | 1175.37 | |
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $914k | 26k | 35.09 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $883k | 7.4k | 119.52 | |
| Boeing Company (BA) | 0.0 | $876k | 4.0k | 216.45 | |
| Yum! Brands (YUM) | 0.0 | $873k | 5.5k | 159.86 | |
| Walt Disney Company (DIS) | 0.0 | $862k | 9.0k | 96.25 | |
| IDEX Corporation (IEX) | 0.0 | $841k | 3.7k | 226.95 | |
| Honeywell Aerospace (HONA) | 0.0 | $837k | 3.8k | 221.08 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $833k | 5.3k | 156.30 | |
| Herc Hldgs (HRI) | 0.0 | $831k | 5.8k | 143.34 | |
| General Dynamics Corporation (GD) | 0.0 | $813k | 2.3k | 354.24 | |
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $803k | 20k | 40.72 | |
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $793k | 14k | 58.26 | |
| Netflix (NFLX) | 0.0 | $785k | 11k | 71.40 | |
| National Fuel Gas (NFG) | 0.0 | $780k | 10k | 77.21 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $780k | 5.7k | 137.53 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $762k | 9.5k | 80.57 | |
| Bristol Myers Squibb (BMY) | 0.0 | $759k | 13k | 57.62 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $749k | 1.00 | 748850.00 | |
| PNC Financial Services (PNC) | 0.0 | $742k | 3.0k | 246.22 | |
| Flowserve Corporation (FLS) | 0.0 | $731k | 9.9k | 74.16 | |
| Entergy Corporation (ETR) | 0.0 | $724k | 6.3k | 114.86 | |
| Simon Property (SPG) | 0.0 | $719k | 3.2k | 223.68 | |
| Kinder Morgan (KMI) | 0.0 | $697k | 22k | 31.97 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $688k | 13k | 53.11 | |
| Dominion Resources (D) | 0.0 | $677k | 9.9k | 68.29 | |
| Ryman Hospitality Pptys (RHP) | 0.0 | $675k | 5.3k | 128.55 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $655k | 34k | 19.12 | |
| Cnh Indl N V SHS (CNH) | 0.0 | $653k | 58k | 11.23 | |
| Valmont Industries (VMI) | 0.0 | $641k | 1.1k | 577.60 | |
| Iron Mountain (IRM) | 0.0 | $640k | 5.1k | 126.31 | |
| Cardinal Health (CAH) | 0.0 | $640k | 2.7k | 237.56 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $608k | 20k | 31.10 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $608k | 10k | 59.69 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $607k | 8.5k | 71.25 | |
| Gilead Sciences (GILD) | 0.0 | $594k | 4.7k | 126.34 | |
| Martin Marietta Materials (MLM) | 0.0 | $576k | 999.00 | 576.70 | |
| Union Pacific Corporation (UNP) | 0.0 | $567k | 2.1k | 272.06 | |
| Nucor Corporation (NUE) | 0.0 | $559k | 2.5k | 222.75 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $553k | 2.2k | 255.67 | |
| Ida (IDA) | 0.0 | $553k | 3.7k | 151.30 | |
| Northern Trust Corporation (NTRS) | 0.0 | $548k | 3.2k | 173.84 | |
| AZZ Incorporated (AZZ) | 0.0 | $543k | 3.5k | 155.05 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $537k | 1.1k | 501.41 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $531k | 3.1k | 173.52 | |
| Marvell Technology (MRVL) | 0.0 | $530k | 1.8k | 297.89 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $529k | 849.00 | 623.54 | |
| Phillips 66 (PSX) | 0.0 | $527k | 3.1k | 169.03 | |
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $522k | 6.3k | 83.07 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $520k | 14k | 36.06 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $505k | 25k | 20.06 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $502k | 9.3k | 54.03 | |
| Teradyne (TER) | 0.0 | $500k | 1.0k | 483.84 | |
| Travelers Companies (TRV) | 0.0 | $499k | 1.5k | 330.15 | |
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $492k | 5.1k | 96.46 | |
| FirstEnergy (FE) | 0.0 | $488k | 10k | 47.54 | |
| Griffon Corporation (GFF) | 0.0 | $488k | 5.0k | 97.53 | |
| Morgan Stanley Com New (MS) | 0.0 | $485k | 2.3k | 209.04 | |
| Capital One Financial (COF) | 0.0 | $484k | 2.4k | 200.62 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.0 | $483k | 19k | 25.04 | |
| Zimmer Holdings (ZBH) | 0.0 | $478k | 5.6k | 86.09 | |
| Crescent Energy Company Cl A Com (CRGY) | 0.0 | $475k | 48k | 9.82 | |
| Itt (ITT) | 0.0 | $475k | 2.4k | 197.73 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $468k | 4.5k | 103.88 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $460k | 1.5k | 316.90 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $458k | 600.00 | 763.14 | |
| Enterprise Products Partners (EPD) | 0.0 | $450k | 12k | 36.76 | |
| Sensient Technologies Corporation (SXT) | 0.0 | $444k | 3.6k | 123.29 | |
| T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA) | 0.0 | $439k | 9.2k | 47.53 | |
| Eversource Energy (ES) | 0.0 | $435k | 6.0k | 72.27 | |
| Amgen (AMGN) | 0.0 | $429k | 1.2k | 362.22 | |
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $428k | 4.0k | 107.12 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $428k | 2.6k | 163.45 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $427k | 5.5k | 77.11 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $425k | 1.9k | 217.93 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $410k | 9.9k | 41.43 | |
| Halliburton Company (HAL) | 0.0 | $406k | 12k | 33.95 | |
| Xcel Energy (XEL) | 0.0 | $401k | 5.0k | 80.30 | |
| United States Cellular Corporation (AD) | 0.0 | $399k | 11k | 36.26 | |
| Trinity Industries (TRN) | 0.0 | $398k | 12k | 34.58 | |
| Nasdaq Omx (NDAQ) | 0.0 | $396k | 5.0k | 78.82 | |
| 3M Company (MMM) | 0.0 | $394k | 2.4k | 161.92 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $391k | 3.6k | 107.62 | |
| Global Payments (GPN) | 0.0 | $385k | 5.3k | 72.56 | |
| Cadence Design Systems (CDNS) | 0.0 | $380k | 1.0k | 375.32 | |
| Automatic Data Processing (ADP) | 0.0 | $380k | 1.7k | 223.95 | |
| Fb Finl (FBK) | 0.0 | $377k | 6.8k | 55.35 | |
| Air Products & Chemicals (APD) | 0.0 | $376k | 1.3k | 293.18 | |
| Teck Resources CL B (TECK) | 0.0 | $373k | 6.3k | 59.46 | |
| Krystal Biotech (KRYS) | 0.0 | $372k | 1.0k | 371.67 | |
| Ross Stores (ROST) | 0.0 | $370k | 1.7k | 212.85 | |
| Constellation Energy (CEG) | 0.0 | $370k | 1.5k | 248.37 | |
| Allstate Corporation (ALL) | 0.0 | $366k | 1.5k | 237.94 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $358k | 4.1k | 87.91 | |
| Starbucks Corporation (SBUX) | 0.0 | $356k | 3.5k | 102.19 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $345k | 2.0k | 170.86 | |
| Lowe's Companies (LOW) | 0.0 | $343k | 1.6k | 220.44 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $337k | 920.00 | 365.87 | |
| Sphere Entertainment Cl A (SPHR) | 0.0 | $335k | 1.9k | 173.03 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $334k | 6.8k | 49.41 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $323k | 676.00 | 477.57 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $321k | 2.1k | 150.13 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $319k | 2.2k | 148.28 | |
| Diageo Spon Adr New (DEO) | 0.0 | $316k | 3.9k | 80.38 | |
| Shell Spon Ads (SHEL) | 0.0 | $315k | 4.1k | 77.54 | |
| SLB Com Stk (SLB) | 0.0 | $311k | 6.7k | 46.49 | |
| L3harris Technologies (LHX) | 0.0 | $310k | 1.1k | 290.59 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $307k | 660.00 | 465.74 | |
| Smartfinancial Com New (SMBK) | 0.0 | $305k | 6.5k | 46.92 | |
| Linde SHS (LIN) | 0.0 | $303k | 583.00 | 518.93 | |
| Post Holdings Inc Common (POST) | 0.0 | $300k | 3.4k | 88.26 | |
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.0 | $299k | 2.2k | 134.69 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $294k | 9.3k | 31.71 | |
| Agnico (AEM) | 0.0 | $292k | 1.9k | 155.13 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $287k | 144.00 | 1989.44 | |
| Owl Rock Capital Corporation (OBDC) | 0.0 | $284k | 26k | 10.87 | |
| Crane Holdings (CXT) | 0.0 | $281k | 5.5k | 51.16 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $278k | 2.5k | 110.32 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $278k | 1.4k | 205.02 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $278k | 3.7k | 75.51 | |
| Ameren Corporation (AEE) | 0.0 | $277k | 2.5k | 113.04 | |
| Delta Air Lines Com New (DAL) | 0.0 | $277k | 3.0k | 93.67 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $276k | 9.4k | 29.43 | |
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.0 | $275k | 14k | 20.43 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $274k | 893.00 | 306.30 | |
| Hancock Holding Company (HWC) | 0.0 | $272k | 3.6k | 74.72 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $272k | 11k | 24.55 | |
| Alliant Energy Corporation (LNT) | 0.0 | $271k | 3.6k | 76.29 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $271k | 3.6k | 75.46 | |
| PPG Industries (PPG) | 0.0 | $265k | 2.2k | 121.29 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $261k | 1.7k | 156.99 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $261k | 860.00 | 303.24 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $261k | 4.6k | 56.48 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $260k | 2.1k | 124.17 | |
| United Ins Hldgs (ACIC) | 0.0 | $259k | 23k | 11.10 | |
| Citigroup Com New (C) | 0.0 | $257k | 1.8k | 139.92 | |
| Fortune Brands (FBIN) | 0.0 | $254k | 4.6k | 54.90 | |
| Corteva (CTVA) | 0.0 | $252k | 3.0k | 84.69 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $251k | 1.9k | 131.63 | |
| CSX Corporation (CSX) | 0.0 | $248k | 5.2k | 47.53 | |
| Dollar General (DG) | 0.0 | $244k | 2.1k | 115.12 | |
| FedEx Corporation (FDX) | 0.0 | $243k | 777.00 | 313.11 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $243k | 4.0k | 61.46 | |
| Hubbell (HUBB) | 0.0 | $243k | 464.00 | 523.20 | |
| Us Bancorp Com New (USB) | 0.0 | $242k | 4.0k | 60.40 | |
| Unilever Spon Adr New (UL) | 0.0 | $239k | 4.0k | 60.12 | |
| Medical Properties Trust (MPT) | 0.0 | $239k | 52k | 4.62 | |
| Casey's General Stores (CASY) | 0.0 | $238k | 300.00 | 794.79 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $236k | 13k | 17.73 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $235k | 3.1k | 76.40 | |
| Clorox Company (CLX) | 0.0 | $231k | 2.4k | 95.44 | |
| Illinois Tool Works (ITW) | 0.0 | $229k | 845.00 | 270.59 | |
| Paccar (PCAR) | 0.0 | $228k | 1.9k | 120.12 | |
| MGM Resorts International. (MGM) | 0.0 | $227k | 4.8k | 47.81 | |
| Valvoline Inc Common (VVV) | 0.0 | $227k | 5.7k | 39.54 | |
| Evergy (EVRG) | 0.0 | $225k | 2.6k | 86.43 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $224k | 2.0k | 114.18 | |
| International Paper Company (IP) | 0.0 | $221k | 5.8k | 38.10 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $218k | 903.00 | 240.97 | |
| Etf Ser Solutions Defiance Space A (UFOX) | 0.0 | $217k | 2.3k | 95.04 | |
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $214k | 4.0k | 53.19 | |
| Halozyme Therapeutics (HALO) | 0.0 | $211k | 2.7k | 78.27 | |
| Flex Ord (FLEX) | 0.0 | $211k | 1.3k | 162.07 | |
| First Solar (FSLR) | 0.0 | $210k | 891.00 | 235.96 | |
| Kla Corp Com New (KLAC) | 0.0 | $208k | 690.00 | 301.71 | |
| Ingersoll Rand (IR) | 0.0 | $206k | 2.5k | 81.99 | |
| Talen Energy Corp (TLN) | 0.0 | $204k | 530.00 | 384.26 | |
| McKesson Corporation (MCK) | 0.0 | $203k | 269.00 | 755.60 | |
| CVS Caremark Corporation (CVS) | 0.0 | $202k | 2.0k | 103.45 | |
| Triumph Ban (TFIN) | 0.0 | $202k | 2.6k | 76.31 | |
| Microchip Technology (MCHP) | 0.0 | $202k | 2.2k | 91.20 | |
| Southstate Bk Corp (SSB) | 0.0 | $201k | 2.0k | 99.90 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $192k | 11k | 17.35 | |
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $192k | 10k | 18.87 | |
| Keel Infrastructure Corp Com Shs (KEEL) | 0.0 | $188k | 33k | 5.74 | |
| Cross Timbers Rty Tr Tr Unit (CRT) | 0.0 | $151k | 17k | 9.04 | |
| Precigen (PGEN) | 0.0 | $143k | 25k | 5.70 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $142k | 45k | 3.14 | |
| Zedge CL B (ZDGE) | 0.0 | $142k | 46k | 3.10 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 0.0 | $114k | 36k | 3.21 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $114k | 10k | 10.90 | |
| Marine Pete Tr Unit Ben Int (MARPS) | 0.0 | $90k | 20k | 4.52 | |
| Mesa Rty Tr Unit Ben Int (MTR) | 0.0 | $70k | 23k | 3.10 | |
| 3d Sys Corp Del Com New (DDD) | 0.0 | $60k | 20k | 3.02 | |
| Uranium Royalty Corp (UROY) | 0.0 | $59k | 21k | 2.78 | |
| Gray Television (GTN) | 0.0 | $49k | 12k | 3.97 | |
| Westwater Res Com New (WWR) | 0.0 | $15k | 31k | 0.51 | |
| Castellum Com New (CTM) | 0.0 | $7.2k | 10k | 0.72 |