Fund HoldingsWATERS PARKERSON & CO., LLC

Total Portfolio Value
$1.67M
Total Bought
$110.3K
Total Sold
$130.6K
Net Transaction
-$20.2K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
DEXCOM INC COM(DXCM)0226,697+226,6970211.27%+21
COHERENT CORP COM(COHR)0430,671+430,6710140.84%+14
JACOBS SOLUTIONS(J)179,780184,054+4,27421251.50%+4
CHEVRON CORP NEW COM(CVX)0301,678+301,6780513.04%+51
EXXON MOBIL CORP COM0264,208+264,2080311.86%+31
BERKSHIRE HATHAWAY INC DEL CL08,342+8,342030.17%+3
PIONEER NAT RES CO COM95,26498,626+3,36220231.35%+3
ALPHABET INC CAP STK CL C(GOOG)020,403+20,403030.16%+3
META PLATFORMS INC CL A(META)184,526184,009-51753553.31%+2
SHELL PLC SPON ADS(SHEL)034,231+34,231020.13%+2
AFLAC INC COM(AFL)319,250315,137-4,11322241.45%+2
CAMDEN PPTY TR SH BEN INT(CPT)016,249+16,249020.09%+2
CVS HEALTH CORP COM(CVS)0435,959+435,9590301.82%+30
MONDELEZ INTL INC CL A(MDLZ)049,606+49,606030.21%+3
INTERNATIONAL BUSINESS MACHS C(IBM)067,120+67,120090.56%+9
ELI LILLY & CO COM(LLY)10,0489,895-153550.32%+1
DUPONT DE NEMOURS INC COM(DD)0200,535+200,5350150.90%+15
INTUITIVE SURGICAL01,596+1,596000.03%0
WALMART INC COM(WMT)51,94853,941+1,993890.52%0
BELDEN INC COM200,180202,621+2,44119201.17%0
ZOETIS INC CL A(ZTS)124,503125,378+87521221.31%0
BLACKSTONE INC COM(BX)14,39615,825+1,429120.10%0
NVIDIA CORPORATION COM(NVDA)7,8138,380+567340.22%0
ISHARES TR ISHS 1-5YR INVS06,045+6,045000.02%0
WEYERHAEUSER CO REIT(WY)09,719+9,719000.02%0
ISHARES TR ISHARES BIOTECH02,400+2,400000.02%0
PHILLIPS 66 COM(PSX)02,042+2,042000.01%0
MARATHON PETE CORP COM(MPC)01,604+1,604000.01%0
ALPHABET INC CAP STK CL A(GOOG)15,76016,080+320220.13%0
HSBC HLDGS PLC F SPONSORED ADR(HSBC)05,500+5,500000.01%0
IMPERIAL OIL LTD COM NEW(IMO)03,510+3,510000.01%0
NORTHROP GRUMMAN CO(NOC)0490+490000.01%0
JPMORGAN CHASE & CO ALERIAN ML08,250+8,250000.01%0
MURPHY USA INC COM(MUSA)6,3106,3100220.13%0
MURPHY OIL CORP COM(MUR)25,75325,7530110.07%0
INVESCO QQQ TR UNIT SER 14,5225,140+618220.11%0
AMAZON COM INC COM(AMZN)13,60815,292+1,684220.12%0
AMGEN INC COM(AMGN)03,404+3,404010.05%+1
CONOCOPHILLIPS COM(COP)03,537+3,537000.03%0
GEO GROUP INC NEW COM(GEO)015,000+15,000000.01%0
P10 INC COM CL A(RPC)010,384+10,384000.01%0
APPLIED MATLS INC COM7,8718,977+1,106110.07%0
CISCO SYS INC COM(CSCO)08,345+8,345000.03%0
ABERDEEN GLOBAL PREMIER PPTYS020,000+20,000000.00%0
INTEL CORP COM(INTC)027,732+27,732010.06%+1
ABBVIE INC COM(ABBV)06,619+6,619010.06%+1
ENTERPRISE PRODS PARTNERS L P(EPD)31,24031,988+748110.05%0
BROADCOM INC COM(AVGO)284359+75000.02%0
BOEING CO COM(BA)011,116+11,116020.13%+2
SPDR SER TR S&P OILGAS EXP
SP O&G EXPL PRO
02,500+2,500000.02%0
COSTCO WHSL CORP NEW COM(COST)1,1751,1750110.04%0
GSK PLC SPONSORED ADR(GSK)018,530+18,530010.04%+1
AMERICAN ELEC PWR CO INC COM07,523+7,523010.03%+1
EATON CORP PLC SHS(ETN)3,2643,170-94110.04%0
HANCOCK WHITNEY CORPORATION CO(HWC)28,33229,839+1,507110.07%0
BERKSHIRE HATHAWAY INC110110.03%0
VANGUARD INDEX FDS LARGE CAP E1,1881,294+106000.02%0
SYSCO CORP COM(SYY)09,880+9,880010.04%+1
TRUSTMARK CORP COM(TRMK)012,781+12,781000.02%0
AXON ENTERPRISE INC COM(AXON)01,739+1,739000.02%0
CONSTELLATION BRANDS INC CL A(STZ)1,0001,0000000.02%0
GOLDMAN SACHS GROUP INC COM(GS)01,715+1,715010.03%+1
MASTERBRAND INC COMMON STOCK(MBC)14,15013,575-575000.01%0
VANGUARD INDEX FDS VALUE ETF1,4321,462+30000.01%-0
CATERPILLAR INC COM(CAT)1,5631,398-165000.02%-0
REGIONS FINANCIAL CORP NEW COM(RF)012,846+12,846000.01%0
VANGUARD WORLD FDS COMM SRVC E
COMM SRVC ETF
2,2912,2910000.01%-0
DUKE ENERGY CORP NEW COM NEW(DUK)06,706+6,706010.04%+1
VANGUARD WORLD FDS FINANCIALS
FINANCIALS ETF
4,7004,7000000.02%-0
CROWN CRAFTS INC COM20,00020,0000000.01%-0
FREEPORT-MCMORAN INC CL B(FCX)06,468+6,468000.01%0
SCHWAB CHARLES CORP COM(SCHW)4,7934,7930000.02%-0
ISHARES TR CORE US AGGBD ET02,510+2,510000.01%0
TESLA INC COM(TSLA)4,8154,991+176110.07%-0
CONSOLIDATED EDISON INC COM(ED)02,505+2,505000.01%0
VANGUARD WORLD FDS HEALTH CAR
HEALTH CAR ETF
01,525+1,525000.02%0
VANGUARD WORLD FDS INDUSTRIAL
INDUSTRIAL ETF
1,4751,4750000.02%-0
VANGUARD WORLD FDS CONSUM DIS
CONSUM DIS ETF
1,2051,2050000.02%-0
FIRST HORIZON CORPORATION COM(FHN)065,006+65,006010.04%+1
VANGUARD WORLD FDS CONSUM STP
CONSUM STP ETF
01,476+1,476000.02%0
ALEXANDER & BALDWIN INC NEW CO010,000+10,000000.01%0
COLGATE PALMOLIVE CO COM(CL)03,248+3,248000.01%0
PALO ALTO NETWORKS INC COM(PANW)9009000000.01%-0
SALESFORCE INC COM(CRM)01,457+1,457000.02%0
WEC ENERGY GROUP INC COM(WEC)02,544+2,544000.01%0
VANGUARD INDEX FDS MID CAP ETF1,1011,054-47000.01%-0
FORD MTR CO DEL COM(F)27,55831,558+4,000000.02%-0
STRYKER CORPORATION COM(SYK)0804+804000.01%0
ISHARES TR RUS 1000 ETF3,1503,1500110.04%-0
BIOGEN INC COM(BIIB)01,013+1,013000.02%0
GENERAL ELECTRIC CO COM NEW(GE)4,7164,403-313100.03%-0
HAVERTY FURNITURE INC COM21,80021,8000110.04%-0
MASTERCARD INCORPORATED CL A(MA)942850-92000.02%-0
ISHARES TR CORE S&P MCP ETF2,1722,140-32110.03%-0
ISHARES TR CORE S&P SCP ETF6,7286,7280110.04%-0
DEVON ENERGY CORP(DVN)0153,593+153,593070.44%+7
DNP SELECT INCOME CF(DNP)042,787+42,787000.02%0
NETFLIX INC COM(NFLX)6686680000.02%-0
DEERE & CO COM(DE)0771+771000.02%0
ISHARES TR COHEN&ST RLTY08,694+8,694000.03%0
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