Fund HoldingsALBION FINANCIAL GROUP /UT

Total Portfolio Value
$1.41B
Total Bought
$153.07M
Total Sold
$136.76M
Net Transaction
+$16.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
META PLATFORMS INC(META)1,81223,982+22,1701,06113,8220.98%+12,761
ISHARES TR0141,047+141,047013,0930.93%+13,093
AMPHENOL CORP NEW0159,293+159,293010,4480.74%+10,448
UBER TECHNOLOGIES INC(UBER)93,151170,014+76,8635,61912,3870.88%+6,768
SCHWAB STRATEGIC TR393,304563,921+170,61710,74515,7671.12%+5,022
QUANTA SVCS INC018,936+18,93604,8130.34%+4,813
MEDTRONIC PLC(MDT)069,064+69,06406,2060.44%+6,206
SALESFORCE INC(CRM)024,305+24,30506,5230.46%+6,523
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
0112,200+112,20004,2480.30%+4,248
INVESCO QQQ TR030,526+30,526014,3141.01%+14,314
VISA INC(V)67,00267,732+73021,17523,7371.68%+2,562
FISERV INC(FISV)138,884139,990+1,10628,52930,9142.19%+2,384
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
528,491554,166+25,67530,65332,9172.33%+2,265
VANGUARD SPECIALIZED FUNDS017,627+17,62703,4190.24%+3,419
SELECT SECTOR SPDR TR
ST STR REAL ETF
0376,021+376,021015,7361.11%+15,736
GE AEROSPACE(GE)052,783+52,783010,5650.75%+10,565
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
324,898342,501+17,60325,34527,0371.91%+1,692
VANGUARD INTL EQUITY INDEX F0447,282+447,282027,1321.92%+27,132
JANUS DETROIT STR TR
HENDERSON MTG
541,875565,311+23,43623,94025,5521.81%+1,612
ABBVIE INC(ABBV)045,438+45,43809,5200.67%+9,520
ECOLAB INC(ECL)011,148+11,14802,8260.20%+2,826
WEC ENERGY GROUP INC(WEC)061,951+61,95106,7510.48%+6,751
AMGEN INC(AMGN)026,642+26,64208,3000.59%+8,300
ISHARES TR02,664+2,66401,4970.11%+1,497
JANUS DETROIT STR TR
HENDRSON AAA CL
464,534490,890+26,35623,55624,8931.76%+1,337
STARBUCKS CORP(SBUX)0149,205+149,205014,6351.04%+14,635
SOUTHERN CO(SO)083,044+83,04407,6360.54%+7,636
ALPS ETF TR
ALERIAN MLP
024,584+24,58401,2770.09%+1,277
PAYCHEX INC(PAYX)49,80752,643+2,8366,9848,1220.57%+1,138
PROSHARES TR
S&P 500 DV ARIST
011,273+11,27301,1520.08%+1,152
VANGUARD WORLD FD4,80016,499+11,6995031,6160.11%+1,113
TEXAS INSTRS INC(TXN)032,536+32,53605,8470.41%+5,847
J P MORGAN EXCHANGE TRADED F
BET USD HIG ETF
051,215+51,21502,3580.17%+2,358
ISHARES TR039,527+39,52702,6620.19%+2,662
COSTCO WHSL CORP NEW(COST)21,84622,091+24520,01720,8931.48%+877
BERKSHIRE HATHAWAY INC DEL01+107980.06%+798
VANECK ETF TRUST
BDC INCOME ETF
046,941+46,94107870.06%+787
CHEVRON CORP NEW(CVX)023,793+23,79303,9800.28%+3,980
ISHARES TR70,24587,139+16,8944,5695,2210.37%+653
INVESCO EXCH TRADED FD TR II0165,223+165,22301,8540.13%+1,854
ABBOTT LABS030,706+30,70604,0730.29%+4,073
MCDONALDS CORP(MCD)029,548+29,54809,2300.65%+9,230
CONSOLIDATED EDISON INC(ED)045,329+45,32905,0130.35%+5,013
ISHARES TR88,67894,675+5,9979,4499,9830.71%+534
JPMORGAN CHASE & CO.(JPM)95,56895,460-10822,90923,4161.66%+508
ISHARES TR06,885+6,88508400.06%+840
UNITEDHEALTH GROUP INC(UNH)034,553+34,553018,0971.28%+18,097
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
78,35287,299+8,9473,9734,4390.31%+466
SPDR SER TR
ST STR MSCI GEN
31,23735,290+4,0533,6174,0280.28%+411
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
5,24311,720+6,4773056880.05%+383
AMERICAN WTR WKS CO INC NEW010,650+10,65001,5710.11%+1,571
ISHARES TR
ESG AWRE 1 5 YR
045,600+45,60001,1400.08%+1,140
UNION PAC CORP(UNP)035,591+35,59108,4080.59%+8,408
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
06,540+6,54003690.03%+369
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
08,250+8,25002760.02%+276
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
08,288+8,28802730.02%+273
AFLAC INC(AFL)048,484+48,48405,3910.38%+5,391
COMCAST CORP NEW(CCZ)06,966+6,96602570.02%+257
GOLDMAN SACHS ETF TR96,715104,247+7,5328,0408,2900.59%+249
CISCO SYS INC(CSCO)158,815156,338-2,4779,4029,6480.68%+246
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
04,850+4,85003080.02%+308
PALANTIR TECHNOLOGIES INC(PLTR)02,421+2,42102040.01%+204
JOHNSON & JOHNSON(JNJ)09,024+9,02401,4970.11%+1,497
INTERNATIONAL BUSINESS MACHS(IBM)06,319+6,31901,5710.11%+1,571
AMERICAN ELEC PWR CO INC011,867+11,86701,2970.09%+1,297
SSGA ACTIVE ETF TR
ST STR BL LN ETF
063,254+63,25402,6020.18%+2,602
XYLEM INC(XYL)014,322+14,32201,7110.12%+1,711
ISHARES TR
US TREAS BD ETF
07,000+7,00001610.01%+161
PEPSICO INC(PEP)040,601+40,60106,0880.43%+6,088
FIRST TR EXCHANGE-TRADED FD05,735+5,73501710.01%+171
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0944+94401570.01%+157
FIRST TR EXCHANGE-TRADED FD01,910+1,91001710.01%+171
WARNER BROS DISCOVERY INC(WBD)011,001+11,00101180.01%+118
SPDR GOLD TR(GLD)02,140+2,14006170.04%+617
HUNTINGTON BANCSHARES INC(HBAN)06,531+6,5310980.01%+98
ISHARES TR032,990+32,99004,4300.31%+4,430
EVERGY INC(EVRG)013,183+13,18309090.06%+909
PROCTER AND GAMBLE CO(PG)033,058+33,05805,6340.40%+5,634
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
01,520+1,5200870.01%+87
DIMENSIONAL ETF TRUST
US TARGETED VLU
01,301+1,3010670.00%+67
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
01,610+1,61001620.01%+162
ISHARES TR09,397+9,39705480.04%+548
ELI LILLY & CO(LLY)01,153+1,15309520.07%+952
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
03,004+3,00401310.01%+131
ISHARES INC063,000+63,00001,1030.08%+1,103
TRACTOR SUPPLY CO(TSCO)025,000+25,00001,3780.10%+1,378
PROGRESSIVE CORP(PGR)01,137+1,13703220.02%+322
AUTOMATIC DATA PROCESSING IN3,5673,56701,0441,0900.08%+46
ADOBE INC(ADBE)02,214+2,21408490.06%+849
ENTERPRISE PRODS PARTNERS L(EPD)18,58218,342-2405836260.04%+43
ISHARES TR0908+90801810.01%+181
ISHARES TR
CORE HIGH DV ETF
05,875+5,87507120.05%+712
COCA COLA CO(KO)04,652+4,65203330.02%+333
RTX CORPORATION(RTX)01,771+1,77102350.02%+235
ETFS GOLD TR(SGOL)04,220+4,22001260.01%+126
STRYKER CORPORATION(SYK)638665+272302480.02%+18
ISHARES INC039,000+39,00001,5890.11%+1,589
NETFLIX INC(NFLX)6580+1558750.01%+17
CAPITAL ONE FINL CORP(COF)091+910160.00%+16
ISHARES TR215300+8531460.00%+15
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