Fund HoldingsSMITHBRIDGE ASSET MANAGEMENT INC/DE

Total Portfolio Value
$403.3K
Total Bought
$129.5K
Total Sold
$146.9K
Net Transaction
-$17.4K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ACCENTURE PLC IRELAND
SHS CLASS A
031,952+31,9520102.43%+10
ALPHABET INC(GOOG)062,256+62,256082.04%+8
SCHWAB STRATEGIC TR089,096+89,096061.50%+6
SCHWAB STRATEGIC TR082,108+82,108061.48%+6
SCHWAB STRATEGIC TR070,210+70,210051.23%+5
ISHARES TR011,053+11,053051.18%+5
NOVARTIS AG(NVS)045,889+45,889051.16%+5
NIKE INC(NKE)048,664+48,664051.15%+5
VANGUARD TAX-MANAGED FDS0105,642+105,642051.15%+5
ALPHABET INC(GOOG)034,385+34,385051.12%+5
APOLLO GLOBAL MGMT INC(APO)048,324+48,324041.08%+4
SPDR SER TR
ST STR P500VAL
098,909+98,909041.01%+4
MEDTRONIC PLC(MDT)049,883+49,883040.97%+4
ISHARES TR014,152+14,152040.87%+4
ISHARES TR034,287+34,287030.80%+3
MASTERCARD INCORPORATED(MA)07,092+7,092030.70%+3
CHARTER COMMUNICATIONS INC N(CHTR)06,307+6,307030.69%+3
UNILEVER PLC(UL)055,794+55,794030.68%+3
SCHWAB STRATEGIC TR060,276+60,276020.62%+2
COLUMBIA ETF TR II
EM CORE EX ETF
090,980+90,980020.62%+2
WISDOMTREE TR(WT)057,638+57,638020.62%+2
LABORATORY CORP AMER HLDGS011,188+11,188020.56%+2
ISHARES TR
INTL EQTY FACTOR
074,777+74,777020.48%+2
WISDOMTREE TR(WT)032,271+32,271020.46%+2
ISHARES TR011,976+11,976010.31%+1
VANGUARD INDEX FDS05,787+5,787010.31%+1
SCHLUMBERGER LTD(SLB)019,949+19,949010.29%+1
ISHARES TR07,317+7,317010.28%+1
SELECT SECTOR SPDR TR
ST STR ENERG ETF
012,221+12,221010.27%+1
VANGUARD INDEX FDS05,115+5,115010.27%+1
SELECT SECTOR SPDR TR012,957+12,957010.25%+1
SELECT SECTOR SPDR TR
ST STR DISCR ETF
06,284+6,284010.25%+1
SCHWAB STRATEGIC TR019,393+19,393010.24%+1
FIRST TR DOW JONES SELECT MI
COM SHS ANNUAL
017,641+17,641010.24%+1
SELECT SECTOR SPDR TR
ST STR STAPL ETF
013,726+13,726010.23%+1
SCHWAB STRATEGIC TR039,244+39,244010.23%+1
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
06,458+6,458010.23%+1
GLOBAL X FDS
AUTONMOUS EV ETF
038,672+38,672010.23%+1
VANGUARD SPECIALIZED FUNDS05,790+5,790010.22%+1
GLOBAL X FDS
INTERNET OF THNG
029,104+29,104010.22%+1
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
010,290+10,290010.20%+1
GLOBAL X FDS
LITHIUM BTRY ETF
013,571+13,571010.19%+1
ALPS ETF TR
ALERIAN MLP
017,578+17,578010.18%+1
NOVO-NORDISK A S(NVO)50,09397,278+47,185892.19%+1
PUBLIC STORAGE(PSA)02,561+2,561010.17%+1
ABBVIE INC(ABBV)49,75949,094-665771.81%+1
EQUINIX INC(EQIX)0814+814010.15%+1
AMAZON COM INC(AMZN)59,51164,854+5,343882.04%0
VISA INC(V)02,074+2,074000.12%0
ISHARES TR03,153+3,153000.11%0
EATON CORP PLC(ETN)02,000+2,000000.11%0
SCHWAB STRATEGIC TR012,075+12,075000.10%0
BERKSHIRE HATHAWAY INC DEL01,080+1,080000.09%0
ELI LILLY & CO(LLY)10,96610,279-687561.37%0
ENERGY TRANSFER L P(ET)019,753+19,753000.07%0
VALERO ENERGY CORP(VLO)10,52310,5230110.37%0
ISHARES TR01,131+1,131000.06%0
EMERSON ELEC CO(EMR)02,550+2,550000.06%0
AKAMAI TECHNOLOGIES INC(AKAM)27,36325,286-2,077230.67%0
ISHARES TR02,400+2,400000.06%0
GALLAGHER ARTHUR J & CO(AJG)45,18444,500-68410102.51%0
REGENERON PHARMACEUTICALS(REGN)4,3754,084-291330.83%0
UNITEDHEALTH GROUP INC(UNH)24,22923,522-70712122.94%0
VANECK ETF TRUST
AGRIBUSINESS ETF
02,550+2,550000.05%0
TJX COS INC NEW(TJX)91,60489,627-1,977881.98%0
AFLAC INC(AFL)011,406+11,406010.22%+1
CHEVRON CORP NEW(CVX)12,45312,4530220.52%0
ENTERPRISE PRODS PARTNERS L(EPD)118,628118,889+261330.81%0
EOG RES INC25,65323,988-1,665330.75%0
OCCIDENTAL PETE CORP(OXY)54,57651,038-3,538330.82%0
BOOKING HOLDINGS INC(BKNG)0185+185010.14%+1
CUMMINS INC(CMI)03,048+3,048010.17%+1
METLIFE INC(MET)05,806+5,806000.09%0
AVERY DENNISON CORP4,9394,9390110.22%0
AMGEN INC(AMGN)0988+988000.07%0
PNC FINL SVCS GROUP INC(PNC)03,441+3,441000.10%0
JPMORGAN CHASE & CO(JPM)50,83651,114+278771.84%0
NVIDIA CORPORATION(NVDA)13,45513,125-330661.42%0
GOLDMAN SACHS GROUP INC(GS)8,4678,491+24330.68%0
SEI INVTS CO(SEIC)26,20126,2010220.39%0
GENERAL DYNAMICS CORP(GD)4,0003,950-50110.22%0
ALLSTATE CORP(ALL)04,350+4,350000.12%0
CISCO SYS INC(CSCO)04,156+4,156000.06%0
PAYCHEX INC(PAYX)02,000+2,000000.06%0
AUTODESK INC01,285+1,285000.07%0
WILLIAMS SONOMA INC(WSM)01,660+1,660000.06%0
L & L ENERGY INC XXXREGIST000000
NETAPP INC(NTAP)04,249+4,249000.08%0
MERCK & CO INC(MRK)02,754+2,754000.07%0
HOME DEPOT INC(HD)0745+745000.06%0
DEVON ENERGY CORP NEW(DVN)015,162+15,162010.18%+1
BANK AMERICA CORP010,489+10,489000.07%0
KROGER CO(KR)06,849+6,849000.08%0
NORTHROP GRUMMAN CORP(NOC)01,181+1,181010.13%+1
PALO ALTO NETWORKS INC(PANW)0900+900000.05%0
OREILLY AUTOMOTIVE INC(ORLY)0450+450000.10%0
ELEVANCE HEALTH INC(ELV)1,7321,709-23110.18%-0
BLACKROCK INC(BLK)0770+770000.12%0
CENCORA INC02,868+2,868010.13%+1
KIMBERLY-CLARK CORP(KMB)01,705+1,705000.05%0
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