Fund HoldingsKANAWHA CAPITAL MANAGEMENT LLC

Total Portfolio Value
$1.27B
Total Bought
$44.00M
Total Sold
$141.23M
Net Transaction
-$97.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK INC NEW(BLK)05,154+5,15405,2830.41%+5,283
APPLE INC(AAPL)330,801326,534-4,26777,07781,7716.41%+4,694
JP MORGAN CHASE(JPM)137,310137,360+5028,95332,9272.58%+3,974
ALPHABET CLASS A(GOOG)0154,155+154,155029,1822.29%+29,182
AMAZON.COM INC(AMZN)60,93765,254+4,31711,35414,3161.12%+2,962
CISCO SYSTEMS INC(CSCO)306,948307,391+44316,33618,1981.43%+1,862
BROADCOM LTD(AVGO)24,49725,244+7474,2265,8530.46%+1,627
AUTO DATA PROC117,432116,554-87832,49734,1192.68%+1,622
WAL-MART(WMT)48,29457,688+9,3943,9005,2120.41%+1,312
CAPITAL ONE FINL(COF)39,32539,080-2455,8886,9690.55%+1,081
AMPHENOL CORP0151,867+151,867010,5470.83%+10,547
COSTCO WHOLESALE CO(COST)16,04416,648+60414,22315,2541.20%+1,031
CHARLES SCHWAB(SCHW)012,623+12,62309340.07%+934
EMERSON ELECTRIC(EMR)077,308+77,30809,5810.75%+9,581
NVIDIA CORPORATION(NVDA)29,75832,621+2,8633,6144,3810.34%+767
LILLY (ELI) & CO(LLY)2,2803,588+1,3082,0202,7700.22%+750
DISNEY (WALT)(DIS)053,842+53,84205,9950.47%+5,995
ISHARES CORE S&P SMALL CAP36,28341,741+5,4584,2444,8090.38%+566
AMERICAN EXPRESS(AXP)14,89715,471+5744,0404,5920.36%+552
U.S. BANCORP(USB)220,704222,544+1,84010,09310,6440.83%+551
ISHARES S&P 50055,51055,036-47432,01932,3992.54%+379
S&P GLOBAL INC(SPGI)11,64012,827+1,1876,0136,3880.50%+375
NASDAQ INC(NDAQ)82,34082,323-176,0126,3640.50%+353
NORTHERN TRUST CORP(NTRS)034,601+34,60103,5470.28%+3,547
TESLA INC(TSLA)0640+64002580.02%+258
NETFLIX INC(NFLX)0269+26902400.02%+240
AT&T(T)101,891108,222+6,3312,2422,4640.19%+223
ISHARES RUSSELL 2000 VALUE01,250+1,25002050.02%+205
SPDR S&P 500(SPY)11,04011,154+1146,3346,5370.51%+203
VANGUARD RUSSELL 1000 VALUE
VNG RUS1000VAL
47,98351,536+3,5533,9984,1870.33%+189
VISA INC(V)03,517+3,51701,1110.09%+1,111
BANK OF AMERICA019,675+19,67508650.07%+865
INVESCO QQQ TRUST05,644+5,64402,8850.23%+2,885
CONSUMER DISCRETIONARY SELECT
ST STR DISCR ETF
06,319+6,31901,4180.11%+1,418
BRISTOL MYERS SQ(BMY)36,76136,217-5441,9022,0480.16%+146
GE VERNOVA(GEV)2,3652,255-1106037420.06%+139
WELLS FARGO & CO(WFC)013,514+13,51409490.07%+949
ALPHABET CLASS C(GOOG)07,827+7,82701,4910.12%+1,491
ISHARES RUSSELL MIDCAP GROWTH015,824+15,82402,0060.16%+2,006
TRUIST FINANCIAL CORP(TFC)261,091260,398-69311,16711,2960.89%+129
SPDR PORTFOLIO S&P 500
ST STR P500ETF
68,51068,715+2054,6254,7370.37%+112
BANK OF NEW YORK MELLON22,58122,572-91,6231,7340.14%+112
TECHNOLOGY SELECT SPDR
ST STR TECHN ETF
033,522+33,52207,7950.61%+7,795
ISHARES RUSSELL 1000 GROWTH03,952+3,95201,5870.12%+1,587
SPDR GOLD TRUST(GLD)03,586+3,58608680.07%+868
DEERE & CO(DE)15,75015,691-596,5736,6480.52%+75
APPLIED INDL TECH(AIT)4,5854,58501,0231,0980.09%+75
FINANCIALS SELECT SPDR
ST STR FINL ETF
40,31639,287-1,0291,8271,8990.15%+72
GENUINE PARTS CO(GPC)021,272+21,27202,4840.19%+2,484
PARKER-HANNIFIN(PH)25,70625,629-7716,24216,3011.28%+59
MCKESSON CORP(MCK)0645+64503680.03%+368
MORGAN STANLEY(MS)01,914+1,91402410.02%+241
AUTODESK INC01,674+1,67404950.04%+495
PAYCHEX INC(PAYX)04,301+4,30106030.05%+603
THE TRAVELERS CO(TRV)03,718+3,71808960.07%+896
ISHARES S&P MIDCAP VALUE05,536+5,53606920.05%+692
VANGUARD S&P 50002,004+2,00401,0800.08%+1,080
WISDOMTREE JAPAN HEDGED EQ(WT)05,525+5,52506090.05%+609
VANGUARD TOTAL STOCK MKT02,213+2,21306410.05%+641
ACUITY BRANDS INC(AYI)01,275+1,27503720.03%+372
ISHARES FLOATING RATE NOTE
FLTG RATE NT ETF
026,714+26,71401,3590.11%+1,359
MASTERCARD INC CLASS A(MA)0899+89904730.04%+473
VANGUARD GROWTH INDEX0926+92603800.03%+380
AUTOZONE INC(AZO)0176+17605640.04%+564
ISHARES CORE S&P TOTAL US02,993+2,99303850.03%+385
ISHARES RUSSELL 10000849+84902740.02%+274
ISHARES US EQUITY FACTOR
U S EQUITY FACTR
03,995+3,99502410.02%+241
ISHARES NATIONAL MUNI BOND ETF2,2272,328+1012422480.02%+6
SPDR DJIA ETF TRUST(DIA)01,020+1,02004340.03%+434
TAIWAN SEMICONDUCTOR(TSM)01,252+1,25202470.02%+247
ISHARES US TECHNOLOGY03,251+3,25105190.04%+519
VANGUARD MID CAP01,096+1,09602890.02%+289
EATON CORP(ETN)62562502072070.02%0
GRILLIT010,000+10,000000.00%0
HONEYWELL INTL(HON)01,507+1,50703400.03%+340
GOLDMAN SACHS PHYSICAL GOLD(AAAU)16,85016,85004394370.03%-2
VANGUARD HIGH DIV YIELD ETF02,713+2,71303460.03%+346
CLOROX CO(CLX)04,000+4,00006500.05%+650
ISHARES RUSSELL MIDCAP06,812+6,81206020.05%+602
VANECK SEMICONDUCTOR
SEMICONDUCTR ETF
01,021+1,02102470.02%+247
ISHARES SHORT TERM CORP BD019,770+19,77001,0220.08%+1,022
WASTE MANAGEMENT INC(WM)01,182+1,18202390.02%+239
HESS CORP02,510+2,51003340.03%+334
VANGUARD MID CAP GROWTH02,767+2,76707020.06%+702
VANGUARD INTER TERM CORP BD ET
INT-TERM CORP
03,274+3,27402630.02%+263
ISHARES RUSSELL 2000 GROWTH0797+79702290.02%+229
ISHARES GOLD TRUST(IAU)19,90419,779-1259899790.08%-10
ISHARES RUSSELL MIDCAP VALUE03,541+3,54104580.04%+458
ACCENTURE PLC
SHS CLASS A
8,8618,873+123,1323,1210.24%-11
INTUITIVE SURGICAL0467+46702440.02%+244
META PLATFORMS CL A(META)0970+97005680.04%+568
VANGUARD SMALL-CAP VALUE01,606+1,60603180.02%+318
INVESCO S&P 500 EQ WT
S&P500 EQL WGT
01,474+1,47402580.02%+258
CUMMINS INC(CMI)0730+73002550.02%+255
ROYAL BANK OF CANADA(RY)02,265+2,26502730.02%+273
ISHARES SELECT DIVIDEND05,449+5,44907150.06%+715
VANGUARD TOTAL WORLD STOCK03,570+3,57004190.03%+419
VANGUARD INT TRM BOND6,2516,304+534904710.04%-19
ENERGY SELECT SPDR
ST STR ENERG ETF
07,661+7,66106560.05%+656
ITT INC(ITT)02,760+2,76003940.03%+394
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