Fund HoldingsMOTCO

Total Portfolio Value
$1.56B
Total Bought
$100.08M
Total Sold
$133.88M
Net Transaction
-$33.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF TRUST(SPY)047,452+47,452022,5541.45%+22,554
FEDERATED TOTAL RETURN BOND FUND01,954,861+1,954,861018,7281.20%+18,728
ULTA BEAUTY INC(ULTA)016,917+16,91708,2890.53%+8,289
AMERICAN BEACON AHL MGD FUTURES STRATEGY0815,153+815,15308,0290.51%+8,029
ARTISAN INTERNATIONAL SMALL MID ADVISOR02,891,671+2,891,671050,3443.23%+50,344
WEC ENERGY GROUP INC(WEC)059,803+59,80305,0340.32%+5,034
AMERICAN NEW WORLD FUND F3457,044491,607+34,56332,38636,8712.36%+4,484
ELI LILLY & CO(LLY)2,4869,219+6,7331,3355,3740.34%+4,039
BROADCOM INC(AVGO)021,237+21,237023,7061.52%+23,706
MFS INTERNATIONAL INTRINSIC VALUE R602,123,198+2,123,198079,7695.11%+79,769
GQG PARTNERS EMERGING MKTS EQUITY INSTL2,263,0132,289,187+26,17433,01736,2612.32%+3,243
RUSH ENTERPRISES INC-CL A(RUSHA)311,466311,466012,71715,6671.00%+2,950
HARTFORD INTERNATIONAL VALUE FUND CL Y1,468,1051,530,952+62,84725,17827,7101.78%+2,532
CHEVRON CORPORATION(CVX)089,963+89,963013,4190.86%+13,419
SALESFORCE INC.(CRM)041,794+41,794010,9980.70%+10,998
MICROSOFT CORPORATION(MSFT)060,184+60,184022,6321.45%+22,632
PALO ALTO NETWORKS INC(PANW)043,322+43,322012,7750.82%+12,775
APPLE INC.(AAPL)0109,731+109,731021,1271.35%+21,127
AMAZON.COM INC.(AMZN)073,972+73,972011,2390.72%+11,239
INTUIT COM(INTU)17,65017,125-5259,01810,7040.69%+1,686
AMPHENOL CORP - CLASS A0119,432+119,432011,8390.76%+11,839
UNION PACIFIC CORPORATION(UNP)040,588+40,58809,9690.64%+9,969
JPMORGAN CHASE & CO(JPM)0109,451+109,451018,6181.19%+18,618
HARDING LOEVNER INTERNATIONAL EQUITY PORT0855,807+855,807022,2081.42%+22,208
COSTCO WHOLESALE CORP.(COST)18,86418,479-38510,65712,1980.78%+1,540
S&P GLOBAL INC(SPGI)020,670+20,67009,1060.58%+9,106
CHARLES SCHWAB CORP NEW(SCHW)0119,163+119,16308,1980.53%+8,198
INTERCONTINENTAL EXCHANGE GROUP INC(ICE)079,992+79,992010,2730.66%+10,273
WASTE MANAGEMENT INC (NEW)(WM)052,521+52,52109,4070.60%+9,407
ADOBE INC(ADBE)19,75219,190-56210,07211,4490.73%+1,377
GOLDMAN SACHS GROUP INC(GS)23,65923,342-3177,6559,0050.58%+1,349
IQVIA HOLDINGS INC(IQV)036,324+36,32408,4050.54%+8,405
NVIDIA CORPORATION(NVDA)022,081+22,081010,9350.70%+10,935
MICROCHIP TECHNOLOGY INC(MCHP)0108,288+108,28809,7650.63%+9,765
HONEYWELL INTERNATIONAL INC(HON)047,571+47,57109,9760.64%+9,976
ACCENTURE PLC
SHS CLASS A
029,144+29,144010,2270.66%+10,227
MCDONALDS CORP.(MCD)054,519+54,519016,1651.04%+16,165
ZOETIS INC(ZTS)48,95948,687-2728,5189,6090.62%+1,091
JPMORGAN GLOBAL BOND OPPORTUNITIES FD02,894,019+2,894,019028,1591.81%+28,159
VISA INC(V)036,891+36,89109,6050.62%+9,605
T-MOBILE US INC(TMUS)057,322+57,32209,1900.59%+9,190
ROPER TECHNOLOGIES INC(ROP)018,930+18,930010,3200.66%+10,320
QUALCOMM INC(QCOM)051,088+51,08807,3890.47%+7,389
NIKE INC - CLASS B(NKE)075,445+75,44508,1910.53%+8,191
SPDR GOLD TRUST(GLD)056,991+56,991010,8950.70%+10,895
LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO01,345,394+1,345,394020,5581.32%+20,558
META PLATFORMS INC.(META)020,742+20,74207,3420.47%+7,342
NOVO-NORDISK A/S - SPONS ADR(NVO)3,83411,320+7,4863491,1710.08%+822
WALT DISNEY COMPANY(DIS)081,497+81,49707,3580.47%+7,358
ASML HOLDINGS NV NY REG SHS 2012
N Y REGISTRY SHS
4661,395+9292741,0560.07%+782
ICON PLC COM(ICLR)1,2913,823+2,5323181,0820.07%+764
NXP SEMICONDUCTORS NV
COM
29,07328,615-4585,8126,5720.42%+760
COHEN & STEERS INSTITUTIONAL REALTY SHARES180,480171,615-8,8657,2287,9680.51%+740
JPMORGAN HEDGED EQUITY FUND I(CAT)0693,926+693,926019,5901.26%+19,590
US BANCORP DEL COM NEW(USB)139,098121,988-17,1104,5995,2800.34%+681
BROADWAY BANCSHARES INC TEX COM222,030222,030067,57068,1814.37%+611
ISHARES CORE SP 500 ETF09,927+9,92704,7410.30%+4,741
NUSTAR ENERGY LP032,436+32,43606060.04%+606
LINDE PLC(LIN)017,082+17,08207,0160.45%+7,016
ALPHABET INC CL A(GOOG)86,85585,603-1,25211,36611,9580.77%+592
THERMO FISHER SCIENTIFIC INC(TMO)019,742+19,742010,4790.67%+10,479
TARGET CORP(TGT)032,859+32,85904,6800.30%+4,680
ATLAS COPCO AB-SPONS ADR A13,97743,370+29,3931897470.05%+557
BROADWAY BANCSHARES INC TEX COM200,150200,150060,91261,4623.94%+550
SKF AB SPONSORED ADR11,29536,914+25,6191897370.05%+548
NEXTERA ENERGY(NEE)0103,652+103,65206,2960.40%+6,296
SAFRAN SA UNSPON ADR5,56417,038+11,4742197500.05%+531
LVMH MOET HENNESSY LOUIS VUITTON SA ADR1,5514,711+3,1602357640.05%+528
TAIWAN SEMICONDUCTOR MFG LTD-ADR(TSM)2,4047,080+4,6762097360.05%+527
COMPASS GROUP PLC-SPON ADR8,88526,699+17,8142177300.05%+514
LOWE'S COS. INC.(LOW)039,818+39,81808,8610.57%+8,861
ERSTE GROUP BANK AG10,50133,048+22,5471826700.04%+488
DIGITAL REALTY TRUST INC(DLR)111,946104,144-7,80213,54814,0160.90%+468
SPDR S&P MIDCAP 400 ETF TRUST(MDY)09,663+9,66304,9030.31%+4,903
PRINCIPAL GLOBAL REAL ESTATE SECURITES0678,177+678,17706,3000.40%+6,300
TJX COMPANIES INC(TJX)113,018111,771-1,24710,04510,4850.67%+440
VANGUARD 500 INDEX FUND ADMIRAL SHS 540010,124+10,12404,4540.29%+4,454
MONDELEZ INTERNATIONAL INC-A(MDLZ)0123,684+123,68408,9580.57%+8,958
KONE OYJ UNSPONSORED ADR6,59521,191+14,5961395290.03%+389
BLACKSTONE INC(BX)63,91055,152-8,7586,8477,2210.46%+373
AMERICAN WATER WORKS CO028,719+28,71903,7910.24%+3,791
ROCHE HOLDINGS LTD-SPONS ADR4,42613,295+8,8691514830.03%+331
PNC FINANCIAL SERVICES GROUP, INC.(PNC)37,74432,025-5,7194,6344,9590.32%+325
SHELL PLC SPONS ADR(SHEL)3,2427,830+4,5882095150.03%+306
NORTHROP GRUMMAN CORP(NOC)10,95110,935-164,8215,1190.33%+299
WESTPAC BANKING CORPORATION9,52927,752+18,2231304160.03%+287
JOHN HANCOCK DIVERSIFIED MACRO FD I81,054122,259+41,2057981,0820.07%+284
BANK OF NOVA SCOTIA2,4918,099+5,6081143940.03%+281
GATEWAY FUND0262,066+262,066010,5820.68%+10,582
AMBEV SA ADR(ABEV)62,166152,973+90,8071604280.03%+268
NOVARTIS AG-ADR(NVS)2,0594,608+2,5492104650.03%+256
VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL020,287+20,28702,3530.15%+2,353
BANK OF NEW YORK MELLON CORP0107,111+107,11105,5750.36%+5,575
ISHARES GOLD TRUST(IAU)072,101+72,10102,8140.18%+2,814
T ROWE PRICE GROWTH STOCK FUND028,920+28,92002,5040.16%+2,504
ENBRIDGE INC(ENB)090,046+90,04603,2430.21%+3,243
VANGUARD EQUITY INCOME FUND ADMIRAL SHARES027,904+27,90402,3510.15%+2,351
VANGUARD FTSE DEVELOPED MARKETS ETF52,82852,288-5402,3102,5050.16%+195
T ROWE PRICE MIDCAP VALUE FUND058,345+58,34501,8200.12%+1,820
AMERICAN EUROPACIFIC GROWTH FD F3060,314+60,31403,3030.21%+3,303
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