Fund HoldingsSMITH CHAS P & ASSOCIATES PA CPAS

Total Portfolio Value
$1.66B
Total Bought
$1.44B
Total Sold
$212.68M
Net Transaction
+$1.23B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
APPLE INC(AAPL)543,286517,781-25,50510588,7895.36%+88,685
MICROSOFT CORP(MSFT)239,655207,696-31,9599087,3825.28%+87,292
HOME DEPOT INC(HD)196,753203,781+7,0286878,1714.72%+78,102
BERKSHIRE HATHAWAY INC DEL0185,408+185,408077,9684.71%+77,968
JPMORGAN CHASE & CO(JPM)386,259388,322+2,0636677,7814.70%+77,715
ALPHABET INC(GOOG)0487,810+487,810074,2744.49%+74,274
WALMART INC(WMT)01,099,993+1,099,993066,1874.00%+66,187
CISCO SYS INC(CSCO)01,037,936+1,037,936051,8033.13%+51,803
UNITEDHEALTH GROUP INC(UNH)97,67999,509+1,8305149,2272.97%+49,176
MCDONALDS CORP(MCD)168,419172,967+4,5485048,7682.95%+48,718
VISA INC(V)0171,533+171,533047,8712.89%+47,871
ISHARES TR0426,700+426,700047,1592.85%+47,159
ISHARES TR086,556+86,556045,5052.75%+45,505
MERCK & CO INC(MRK)333,743335,120+1,3773644,2192.67%+44,183
STARBUCKS CORP(SBUX)466,506482,943+16,4374544,1362.67%+44,091
PROCTER AND GAMBLE CO(PG)257,531265,212+7,6813843,0312.60%+42,993
COSTCO WHSL CORP NEW(COST)56,51658,426+1,9103742,8052.59%+42,768
PEPSICO INC(PEP)233,073238,516+5,4434041,7432.52%+41,703
INVESCO QQQ TR090,837+90,837040,3332.44%+40,333
CHUBB LIMITED
COM
146,802155,533+8,7313340,3032.43%+40,270
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
02,103,853+2,103,853038,3322.32%+38,332
JOHNSON & JOHNSON(JNJ)0241,914+241,914038,2682.31%+38,268
LOCKHEED MARTIN CORP(LMT)80,32983,439+3,1103637,9542.29%+37,917
UNITED PARCEL SERVICE INC(UPS)0228,409+228,409033,9482.05%+33,948
GENERAL DYNAMICS CORP(GD)102,128114,155+12,0272732,2481.95%+32,221
COMCAST CORP NEW(CCZ)0740,771+740,771032,1121.94%+32,112
AMGEN INC(AMGN)108,838111,994+3,1563131,8421.92%+31,811
AIR PRODS & CHEMS INC1,152121,723+120,571029,4901.78%+29,490
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0127,913+127,913023,3681.41%+23,368
FIDELITY COMWLTH TR0339,890+339,890021,8891.32%+21,889
HERSHEY CO(HSY)0107,357+107,357020,8811.26%+20,881
FIDELITY COVINGTON TRUST0249,806+249,806014,7240.89%+14,724
ISHARES TR
CORE DIV GRWTH
0241,021+241,021013,9940.85%+13,994
SPDR S&P 500 ETF TR(SPY)024,088+24,088012,6000.76%+12,600
ISHARES TR030,342+30,34208,7390.53%+8,739
BERKSHIRE HATHAWAY INC DEL012+1207,6130.46%+7,613
DISCOVER FINL SVCS055,494+55,49407,2750.44%+7,275
NEXTERA ENERGY INC(NEE)596,20496,210-499,994366,1490.37%+6,113
LOWES COS INC(LOW)24,34920,375-3,97455,1900.31%+5,185
ISHARES TR041,581+41,58104,9190.30%+4,919
AMAZON COM INC(AMZN)28,99525,993-3,00244,6890.28%+4,684
PROSHARES TR
PSHS ULT S&P 500
057,473+57,47304,4550.27%+4,455
ORACLE CORP(ORCL)030,949+30,94903,8880.23%+3,888
ISHARES TR018,460+18,46003,8820.23%+3,882
DIREXION SHS ETF TR
DA 500 BU 3X ETF
027,915+27,91503,7410.23%+3,741
EXXON MOBIL CORP032,002+32,00203,7200.22%+3,720
SPDR S&P MIDCAP 400 ETF TR(MDY)06,624+6,62403,6860.22%+3,686
FIDELITY COVINGTON TRUST072,013+72,01303,4570.21%+3,457
ISHARES TR037,592+37,59203,1610.19%+3,161
CHEVRON CORP NEW(CVX)015,455+15,45502,4380.15%+2,438
PFIZER INC(PFE)078,089+78,08902,1670.13%+2,167
SOUTHERN CO(SO)20,98529,029+8,04412,0830.13%+2,081
PNC FINL SVCS GROUP INC(PNC)010,661+10,66101,7230.10%+1,723
COLGATE PALMOLIVE CO(CL)20,52918,228-2,30121,6410.10%+1,640
COCA COLA CO(KO)25,00724,847-16011,5200.09%+1,519
BRP GROUP INC(BWIN)052,295+52,29501,5130.09%+1,513
ALPHABET INC(GOOG)09,859+9,85901,4880.09%+1,488
ISHARES TR034,542+34,54201,4190.09%+1,419
NVIDIA CORPORATION(NVDA)1,4031,495+9211,3510.08%+1,350
KENVUE INC(KVUE)727,82459,111-668,713161,2690.08%+1,253
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
021,610+21,61001,2310.07%+1,231
MEDTRONIC PLC(MDT)013,982+13,98201,2190.07%+1,219
ELI LILLY & CO(LLY)1,4381,499+6111,1660.07%+1,165
META PLATFORMS INC(META)02,201+2,20101,0690.06%+1,069
TRUIST FINL CORP(TFC)22,26326,906+4,64311,0490.06%+1,048
SELECT SECTOR SPDR TR
ST STR ENERG ETF
010,905+10,90501,0300.06%+1,030
ABBOTT LABS9,7708,523-1,24719690.06%+968
VERIZON COMMUNICATIONS INC(VZ)022,137+22,13709290.06%+929
VANGUARD INDEX FDS03,931+3,93108990.05%+899
GLOBAL X FDS
S&P 500 CATHOLIC
013,900+13,90008850.05%+885
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
021,024+21,02408600.05%+860
VANGUARD INDEX FDS03,214+3,21408350.05%+835
ABBVIE INC(ABBV)3,4774,480+1,00318160.05%+815
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
011,288+11,28807040.04%+704
VANGUARD SPECIALIZED FUNDS03,738+3,73806830.04%+683
FIDELITY COVINGTON TRUST09,637+9,63706720.04%+672
DIMENSIONAL ETF TRUST
US TARGETED VLU
012,271+12,27106680.04%+668
MASTERCARD INCORPORATED(MA)01,362+1,36206560.04%+656
DISNEY WALT CO(DIS)4,9095,364+45506560.04%+656
BROADCOM INC(AVGO)295490+19506500.04%+649
ADOBE INC(ADBE)1,0651,268+20316400.04%+639
RTX CORPORATION(RTX)4,5345,989+1,45505840.04%+584
AT&T INC(T)031,726+31,72605580.03%+558
MARRIOTT INTL INC NEW(MAR)02,200+2,20005550.03%+555
BRISTOL-MYERS SQUIBB CO(BMY)7,0699,955+2,88605400.03%+539
CATERPILLAR INC(CAT)1,3971,467+7005380.03%+537
CVS HEALTH CORP(CVS)3,1186,732+3,61405370.03%+537
ISHARES TR04,300+4,30005300.03%+530
GOLDMAN SACHS GROUP INC(GS)01,254+1,25405240.03%+524
US BANCORP DEL(USB)011,677+11,67705220.03%+522
DUKE ENERGY CORP NEW(DUK)05,322+5,32205150.03%+515
ISHARES TR06,084+6,08405140.03%+514
ISHARES TR010,682+10,68204970.03%+497
CURTISS WRIGHT CORP(CW)1,7391,939+20004960.03%+496
ISHARES TR04,504+4,50404630.03%+463
ISHARES TR02,473+2,47304620.03%+462
BECTON DICKINSON & CO(BDX)01,817+1,81704500.03%+450
SCHWAB STRATEGIC TR04,756+4,75604410.03%+441
OLD DOMINION FREIGHT LINE IN(ODFL)01,980+1,98004340.03%+434
DEERE & CO(DE)01,050+1,05004310.03%+431
Page 1 of 1