Fund HoldingsSMITH CHAS P & ASSOCIATES PA CPAS

Total Portfolio Value
$1.77B
Total Bought
$69.44M
Total Sold
$140.95M
Net Transaction
-$71.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AUTOMATIC DATA PROCESSING IN080,535+80,535022,2861.26%+22,286
ILLINOIS TOOL WKS INC(ITW)074,089+74,089019,4171.09%+19,417
WALMART INC(WMT)1,088,7621,045,530-43,23273,72084,4274.76%+10,706
HOME DEPOT INC(HD)0200,521+200,521081,2514.58%+81,251
LOCKHEED MARTIN CORP(LMT)84,24281,594-2,64839,34947,6972.69%+8,347
APPLE INC(AAPL)522,086507,175-14,911109,962118,1726.66%+8,210
MCDONALDS CORP(MCD)0172,219+172,219052,4422.96%+52,442
BERKSHIRE HATHAWAY INC DEL0177,508+177,508081,7004.61%+81,700
ACCENTURE PLC IRELAND
SHS CLASS A
105,744108,319+2,57532,08438,2892.16%+6,205
UNITEDHEALTH GROUP INC(UNH)100,34897,360-2,98851,10356,9253.21%+5,821
AIR PRODS & CHEMS INC126,123126,241+11832,54637,5872.12%+5,041
CHUBB LIMITED
COM
159,331155,734-3,59740,64244,9122.53%+4,270
JOHNSON & JOHNSON(JNJ)262,225259,210-3,01538,32742,0082.37%+3,681
LOWES COS INC(LOW)026,577+26,57707,1980.41%+7,198
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
971,517956,344-15,17332,42934,7921.96%+2,363
HERSHEY CO(HSY)120,344126,820+6,47622,12324,3221.37%+2,199
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
2,117,6292,119,336+1,70738,90140,4162.28%+1,515
PROCTER AND GAMBLE CO(PG)266,557261,874-4,68343,96145,3572.56%+1,396
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
021,485+21,48501,3360.08%+1,336
SOUTHSTATE CORPORATION011,562+11,56201,1240.06%+1,124
ORACLE CORP(ORCL)31,26531,604+3394,4155,3850.30%+971
BERKSHIRE HATHAWAY INC DEL012+1208,2940.47%+8,294
GENERAL DYNAMICS CORP(GD)118,662116,808-1,85434,42935,3001.99%+871
VISA INC(V)0165,938+165,938045,6252.57%+45,625
COMCAST CORP NEW(CCZ)0727,217+727,217030,3761.71%+30,376
NEXTERA ENERGY INC(NEE)88,03082,471-5,5596,2336,9710.39%+738
SPDR S&P 500 ETF TR(SPY)24,47524,435-4013,32014,0200.79%+700
PEPSICO INC(PEP)0237,769+237,769040,4332.28%+40,433
ISHARES TR
CORE DIV GRWTH
0231,083+231,083014,4870.82%+14,487
ISHARES TR31,14131,14109,2669,7900.55%+525
DIREXION SHS ETF TR
DA 500 BU 3X ETF
27,83627,832-44,0664,5630.26%+497
ISHARES TR087,125+87,125010,1900.57%+10,190
PROSHARES TR
PSHS ULT S&P 500
57,47357,47304,7475,1820.29%+435
ISHARES TR18,92919,184+2553,8414,2380.24%+397
CATERPILLAR INC(CAT)02,242+2,24208770.05%+877
ISHARES TR48,81749,103+2863,9584,3280.24%+370
ISHARES TR039,857+39,85704,9270.28%+4,927
CONSTELLATION ENERGY CORP(CEG)01,240+1,24003220.02%+322
NVIDIA CORPORATION(NVDA)16,82619,392+2,5662,0792,3550.13%+276
SPDR S&P MIDCAP 400 ETF TR(MDY)06,687+6,68703,8090.21%+3,809
SOUTHERN CO(SO)28,23627,052-1,1842,1902,4400.14%+249
ISHARES TR03,030+3,03002430.01%+243
PROSHARES TR
ULTRPRO DOW30
02,500+2,50002400.01%+240
L3HARRIS TECHNOLOGIES INC(LHX)0983+98302340.01%+234
THE BALDWIN INSURANCE GRP IN(BWIN)04,548+4,54802260.01%+226
NIKE INC(NKE)02,484+2,48402200.01%+220
BLACKROCK INC(BLK)0228+22802160.01%+216
AMGEN INC(AMGN)113,680110,882-2,79835,51935,7272.01%+208
WASTE MGMT INC DEL(WM)1,7232,771+1,0483685750.03%+208
PRUDENTIAL FINL INC(PFH)01,668+1,66802020.01%+202
JPMORGAN CHASE & CO.(JPM)0366,304+366,304077,2394.35%+77,239
TRACTOR SUPPLY CO(TSCO)0691+69102010.01%+201
RTX CORPORATION(RTX)6,5106,777+2676548210.05%+168
COLGATE PALMOLIVE CO(CL)18,18018,503+3231,7641,9210.11%+157
EXXON MOBIL CORP032,554+32,55403,8160.22%+3,816
META PLATFORMS INC(META)2,1972,189-81,1081,2530.07%+145
DUKE ENERGY CORP NEW(DUK)5,3325,889+5575346790.04%+145
ABBVIE INC(ABBV)04,593+4,59309070.05%+907
COSTCO WHSL CORP NEW(COST)58,01255,771-2,24149,30949,4422.79%+133
INTERNATIONAL BUSINESS MACHS(IBM)2,1262,263+1373685000.03%+133
PNC FINL SVCS GROUP INC(PNC)08,698+8,69801,6080.09%+1,608
VANGUARD INDEX FDS3,9524,152+2008629850.06%+123
TRUIST FINL CORP(TFC)26,91527,222+3071,0461,1640.07%+119
CURTISS WRIGHT CORP(CW)1,9411,942+15266380.04%+112
VANGUARD STAR FDS41,44840,329-1,1192,4992,6110.15%+112
VERIZON COMMUNICATIONS INC(VZ)021,922+21,92209850.06%+985
3M CO(MMM)3,0813,088+73154220.02%+107
BRISTOL-MYERS SQUIBB CO(BMY)09,881+9,88105110.03%+511
PAYCHEX INC(PAYX)3,0293,377+3483594530.03%+94
PHILIP MORRIS INTL INC(PM)4,0824,092+104144970.03%+83
ISHARES TR025,841+25,84101,1850.07%+1,185
TESLA INC(TSLA)1,2091,221+122393190.02%+80
VANGUARD TAX-MANAGED FDS23,34023,309-311,1531,2310.07%+77
CLOROX CO DEL(CLX)01,893+1,89303080.02%+308
ABBOTT LABS08,410+8,41009590.05%+959
UNION PAC CORP(UNP)1,3951,582+1873163900.02%+74
US BANCORP DEL(USB)011,677+11,67705340.03%+534
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,7909,419+6293614270.02%+66
MASTERCARD INCORPORATED(MA)01,346+1,34606650.04%+665
GOLDMAN SACHS GROUP INC(GS)1,2331,255+225586210.04%+64
VANGUARD SPECIALIZED FUNDS4,0424,04207388010.05%+63
BROADCOM INC(AVGO)4154,211+3,7966677260.04%+60
ISHARES TR03,740+3,74005050.03%+505
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
11,28811,28806787320.04%+54
AMERICAN EXPRESS CO(AXP)0944+94402560.01%+256
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
130,456128,286-2,17025,71425,7661.45%+52
AON PLC(AON)966965-12843340.02%+50
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
020,574+20,57408580.05%+858
GLOBAL X FDS
S&P 500 CATHOLIC
012,400+12,40008600.05%+860
NORFOLK SOUTHN CORP(NSC)01,297+1,29703220.02%+322
DIMENSIONAL ETF TRUST
US TARGETED VLU
12,27112,27106366830.04%+46
OLD DOMINION FREIGHT LINE IN(ODFL)01,980+1,98003930.02%+393
SELECT SECTOR SPDR TR
ST STR STAPL ETF
4,6674,773+1063573960.02%+39
ISHARES TR02,273+2,27304480.03%+448
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,1082,120+123463800.02%+34
ISHARES TR10,1099,994-1154604890.03%+30
SEMPRA(SRE)3,9003,90002973260.02%+30
HUNTINGTON BANCSHARES INC(HBAN)19,28319,28302542830.02%+29
SPDR SER TR
ST STR CONV ETF
4,0344,178+1442913200.02%+29
UNITED RENTALS INC(URI)456400-562953240.02%+29
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