Fund HoldingsALBION FINANCIAL GROUP /UT

Total Portfolio Value
$1.33B
Total Bought
$68.29M
Total Sold
$49.35M
Net Transaction
+$18.94M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)0347,075+347,075073,1015.51%+73,101
SCHWAB STRATEGIC TR0113,025+113,02508,7890.66%+8,789
ALPHABET INC(GOOG)263,151262,759-39239,71747,8623.61%+8,144
VANGUARD INDEX FDS303,280302,139-1,141145,787151,10911.38%+5,322
MICROSOFT CORP(MSFT)137,816138,067+25157,98261,7094.65%+3,727
COSTCO WHSL CORP NEW(COST)30,49530,570+7522,34225,9851.96%+3,643
AMAZON COM INC(AMZN)195,171196,282+1,11135,20537,9312.86%+2,727
ORACLE CORP(ORCL)160,461161,005+54420,15622,7341.71%+2,578
GE VERNOVA INC(GEV)013,170+13,17002,2590.17%+2,259
NVIDIA CORPORATION(NVDA)5,34954,585+49,2364,8336,7430.51%+1,910
BROADCOM INC(AVGO)10,3089,632-67613,66215,4641.16%+1,802
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
543,298563,893+20,59542,00243,5753.28%+1,572
QUALCOMM INC(QCOM)57,48855,964-1,5249,73311,1470.84%+1,414
INVESCO QQQ TR21,79723,110+1,3139,67811,0720.83%+1,394
NNN REIT INC(NNN)50,12580,880+30,7552,1423,4450.26%+1,303
SPDR S&P 500 ETF TR(SPY)37,53337,707+17419,63220,5211.55%+889
ISHARES TR465,190484,469+19,27924,00424,8341.87%+830
AMGEN INC(AMGN)026,107+26,10708,1570.61%+8,157
ISHARES TR06,563+6,56307800.06%+780
TEXAS INSTRS INC(TXN)24,44425,442+9984,2584,9490.37%+691
HONEYWELL INTL INC(HON)061,500+61,500013,1330.99%+13,133
ISHARES TR54,94060,535+5,5955,9126,4500.49%+538
ALPHABET INC(GOOG)11,78411,999+2151,7942,2010.17%+407
SOUTHERN CO(SO)77,93877,299-6395,5915,9960.45%+405
GOLDMAN SACHS ETF TR79,25281,258+2,0065,9486,3490.48%+401
MAIN STR CAP CORP(MAIN)114,272114,667+3955,4065,7900.44%+383
J P MORGAN EXCHANGE TRADED F
JPMORGAN DIVER
03,200+3,20003490.03%+349
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
06,540+6,54003460.03%+346
LOCKHEED MARTIN CORP(LMT)031,370+31,370014,6531.10%+14,653
UNITEDHEALTH GROUP INC(UNH)035,310+35,310017,9821.35%+17,982
RIVIAN AUTOMOTIVE INC(RIVN)104,181108,017+3,8361,1411,4500.11%+309
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0359,532+359,532018,1461.37%+18,146
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
04,850+4,85002870.02%+287
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
08,250+8,25002750.02%+275
ISHARES TR67,80169,373+1,5723,8584,1290.31%+271
ISHARES TR0832+83204550.03%+455
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
04,950+4,95002880.02%+288
GENUINE PARTS CO(GPC)21,81126,035+4,2243,3793,6010.27%+222
JPMORGAN CHASE & CO.(JPM)130,881130,641-24026,21526,4231.99%+208
KIMBERLY-CLARK CORP(KMB)37,72936,771-9584,8805,0820.38%+202
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
59,61963,264+3,6453,0253,2100.24%+185
CUBESMART(CUBE)085,547+85,54703,8640.29%+3,864
FIRST TR EXCHANGE TRADED FD05,735+5,73501750.01%+175
THE TRADE DESK INC(TTD)13,70913,918+2091,1981,3590.10%+161
FIRST TR EXCHANGE-TRADED FD01,910+1,91001610.01%+161
WISDOMTREE TR(WT)89,23589,130-1056,7996,9570.52%+158
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
01,610+1,61001530.01%+153
ELI LILLY & CO(LLY)1,1261,12608761,0190.08%+143
INTUITIVE SURGICAL INC3,0003,00001,1971,3350.10%+137
GLOBAL X FDS
US PFD ETF
016,259+16,25903200.02%+320
VANGUARD INDEX FDS4,0574,443+3861,0541,1890.09%+134
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
03,004+3,00401310.01%+131
SPDR SER TR
ST STR MSCI GEN
30,71431,018+3043,2513,3740.25%+123
KORU MEDICAL SYSTEMS INC0705,283+705,28301,8690.14%+1,869
AMERICAN WTR WKS CO INC NEW010,724+10,72401,3850.10%+1,385
TESLA INC(TSLA)05,975+5,97501,1820.09%+1,182
CHEVRON CORP NEW(CVX)20,17520,968+7933,1823,2800.25%+97
JANUS DETROIT STR TR
HENDRSON AAA CL
3,7155,540+1,8251892820.02%+93
MORGAN STANLEY(MS)67,68166,531-1,1506,3736,4660.49%+93
ARES CAPITAL CORP(ARCC)91,68095,930+4,2501,9091,9990.15%+90
DIGITAL RLTY TR INC(DLR)8,9369,026+901,2871,3720.10%+85
VANGUARD STAR FDS01,406+1,4060850.01%+85
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
01,520+1,5200840.01%+84
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
03,200+3,2000830.01%+83
ADOBE INC(ADBE)01,715+1,71509530.07%+953
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
01,600+1,6000700.01%+70
CROWDSTRIKE HLDGS INC(CRWD)1,0961,09603514200.03%+69
ISHARES TR3,2393,23907327990.06%+67
META PLATFORMS INC(META)1,0271,122+954995660.04%+67
CHIPOTLE MEXICAN GRILL INC(CMG)01,250+1,2500780.01%+78
RIO TINTO PLC(RIO)01,000+1,0000660.00%+66
XYLEM INC(XYL)13,24713,078-1691,7121,7740.13%+62
NEXTERA ENERGY INC(NEE)08,794+8,79406230.05%+623
VANGUARD INDEX FDS0345+3450580.00%+58
JANUS DETROIT STR TR
HENDERSON MTG
01,285+1,2850570.00%+57
VANGUARD WORLD FD
INF TECH ETF
01,063+1,06306130.05%+613
VICTORY PORTFOLIOS II0780+7800530.00%+53
METTLER TOLEDO INTERNATIONAL(MTD)748750+29961,0480.08%+52
ISHARES TR07,300+7,30006760.05%+676
AFLAC INC(AFL)51,65150,216-1,4354,4354,4850.34%+50
PROSHARES TR
S&P 500 DV ARIST
01,000+1,0000960.01%+96
DELTA AIR LINES INC DEL(DAL)01,523+1,5230720.01%+72
J P MORGAN EXCHANGE TRADED F
BET USD HIG ETF
29,32230,617+1,2951,3541,4000.11%+46
TJX COS INC NEW(TJX)04,542+4,54205000.04%+500
ARK ETF TR
INNOVATION ETF
01,056+1,0560460.00%+46
ECOLAB INC(ECL)5,1815,202+211,1961,2380.09%+42
TRACTOR SUPPLY CO(TSCO)5,0005,00001,3091,3500.10%+41
LEMAITRE VASCULAR INC(LMAT)03,674+3,67403020.02%+302
BRIDGE INVT GROUP HLDGS INC05,000+5,0000370.00%+37
ISHARES TR
ESG AWRE 1 5 YR
35,61937,059+1,4408729080.07%+36
VERTEX PHARMACEUTICALS INC(VRTX)01,320+1,32006190.05%+619
ISHARES TR
CORE HIGH DV ETF
05,161+5,16105610.04%+561
VANGUARD TAX-MANAGED FDS01,456+1,4560720.01%+72
BEST BUY INC(BBY)7,9758,083+1086546810.05%+27
INTERNATIONAL FLAVORS&FRAGRA(IFF)30,61527,924-2,6912,6332,6590.20%+26
ISHARES TR0250+2500250.00%+25
ISHARES TR
LOW CA OP MS ETF
7,7897,762-271,3981,4230.11%+24
FIRST TR EXCHNG TRADED FD VI
FT VEST US SMALL
01,200+1,2000240.00%+24
BANK AMERICA CORP012,760+12,76005070.04%+507
WEC ENERGY GROUP INC(WEC)054,389+54,38904,2670.32%+4,267
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