Fund HoldingsDIVIDEND ASSETS CAPITAL, LLC

Total Portfolio Value
$474.3K
Total Bought
$454.0K
Total Sold
$487.9K
Net Transaction
-$33.9K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)076,379+76,3790326.78%+32
COSTCO WHSL CORP NEW(COST)030,798+30,7980234.76%+23
ONEOK INC NEW(OKE)0210,003+210,0030173.55%+17
VISA INC(V)055,252+55,2520153.25%+15
AMERIPRISE FINL INC(AMP)034,452+34,4520153.18%+15
ENERGY TRANSFER EQUITY L P(ET)0884,665+884,6650142.93%+14
ENTERPRISE PRODS PARTNERS L(EPD)0474,046+474,0460142.92%+14
QUALCOMM INC(QCOM)073,392+73,3920122.62%+12
SAP SE(SAP)061,576+61,5760122.53%+12
UNITEDHEALTH GROUP INC(UNH)021,797+21,7970112.27%+11
NIKE INC(NKE)0114,674+114,6740112.27%+11
CANADIAN NAT RES LTD(CNQ)0140,091+140,0910112.25%+11
JPMORGAN CHASE & CO(JPM)050,012+50,0120102.11%+10
TEXAS INSTRS INC(TXN)057,182+57,1820102.10%+10
NEXTERA ENERGY INC(NEE)0150,267+150,2670102.02%+10
L3HARRIS TECHNOLOGIES INC(LHX)044,979+44,9790102.02%+10
SHERWIN WILLIAMS CO(SHW)027,437+27,4370102.01%+10
ASSURANT INC(AIZ)047,404+47,404091.88%+9
STRYKER CORP(SYK)022,821+22,821081.72%+8
UNION PAC CORP(UNP)033,047+33,047081.71%+8
AMERICAN TOWER CORP NEW(AMT)040,097+40,097081.67%+8
AMGEN INC(AMGN)027,309+27,309081.64%+8
LOWES COS INC(LOW)029,998+29,998081.61%+8
WILLIAMS SONOMA INC(WSM)022,443+22,443071.50%+7
AUTOMATIC DATA PROCESSING IN026,322+26,322071.39%+7
ENBRIDGE INC(ENB)0163,652+163,652061.25%+6
NOVO-NORDISK A S(NVO)196,179202,942+6,76320265.49%+6
AMDOCS LTD(DOX)060,234+60,234051.15%+5
CHURCH & DWIGHT INC(CHD)049,817+49,817051.10%+5
TJX COS INC NEW(TJX)050,961+50,961051.09%+5
WILLIAMS COS INC DEL(WMB)0124,821+124,821051.03%+5
CINTAS CORP(CTAS)06,820+6,820050.99%+5
HEICO CORP NEW(HEI)024,434+24,434050.98%+5
ROPER TECHNOLOGIES INC(ROP)07,736+7,736040.91%+4
ZOETIS INC(ZTS)025,068+25,068040.89%+4
MCDONALDS CORP(MCD)014,380+14,380040.85%+4
APPLE INC(AAPL)020,992+20,992040.76%+4
LOCKHEED MARTIN CORP(LMT)07,867+7,867040.75%+4
WALMART INC(WMT)049,379+49,379030.63%+3
CANADIAN NATL RY CO(CNI)020,921+20,921030.58%+3
STERIS PLC(STE)012,238+12,238030.58%+3
INTUIT(INTU)04,210+4,210030.58%+3
ECOLAB INC(ECL)011,122+11,122030.54%+3
MPLX LP(MPLX)061,676+61,676030.54%+3
EXXON MOBIL CORP021,567+21,567030.53%+3
CASEYS GEN STORES INC(CASY)07,249+7,249020.49%+2
JOHNSON & JOHNSON(JNJ)014,278+14,278020.48%+2
WESTERN MIDSTREAM PARTNERS L(WES)060,498+60,498020.45%+2
PEPSICO INC(PEP)011,573+11,573020.43%+2
CHUBB LIMITED
COM
07,815+7,815020.43%+2
SNAP ON INC(SNA)06,831+6,831020.43%+2
HEICO CORP NEW011,952+11,952020.39%+2
WD-40 CO(WDFC)07,264+7,264020.39%+2
HORMEL FOODS CORP(HRL)051,270+51,270020.38%+2
PROCTER AND GAMBLE CO(PG)010,402+10,402020.36%+2
ROSS STORES INC(ROST)011,496+11,496020.36%+2
BALL CORP023,520+23,520020.33%+2
CHENIERE ENERGY PARTNERS LP(CQP)031,964+31,964020.33%+2
RTX CORPORATION(RTX)015,798+15,798020.32%+2
ALPHABET INC(GOOG)010,080+10,080020.32%+2
PPG INDS INC(PPG)010,155+10,155010.31%+1
LILLY ELI & CO(LLY)01,743+1,743010.29%+1
MEDTRONIC PLC(MDT)015,224+15,224010.28%+1
EOG RES INC(EOG)010,006+10,006010.27%+1
CHEVRON CORP NEW(CVX)08,079+8,079010.27%+1
INTERNATIONAL BUSINESS MACHS(IBM)06,389+6,389010.26%+1
ILLINOIS TOOL WKS INC(ITW)04,507+4,507010.25%+1
NUSTAR ENERGY LP051,461+51,461010.25%+1
USA COMPRESSION PARTNERS LP(USAC)043,571+43,571010.24%+1
TRUIST FINL CORP(TFC)027,364+27,364010.22%+1
AMAZON COM INC(AMZN)05,741+5,741010.22%+1
MERCK & CO INC(MRK)07,792+7,792010.22%+1
TARGA RES CORP(TRGP)09,151+9,151010.22%+1
ENLINK MIDSTREAM LLC072,758+72,758010.21%+1
BOEING CO(BA)05,136+5,136010.21%+1
ANALOG DEVICES INC(ADI)04,882+4,882010.20%+1
SUNOCO LP(SUN)015,857+15,857010.20%+1
HESS MIDSTREAM LP(HESM)026,276+26,276010.20%+1
GENERAL MLS INC(GIS)012,810+12,810010.19%+1
TELEFLEX INC(TFX)03,860+3,860010.18%+1
LINDE PLC(LIN)01,877+1,877010.18%+1
BLACKROCK INC(BLK)0999+999010.18%+1
MASTERCARD INCORPORATED(MA)01,703+1,703010.17%+1
AFLAC INC(AFL)09,354+9,354010.17%+1
PLAINS ALL AMERN PIPELINE L(PAA)045,166+45,166010.17%+1
NVIDIA CORP(NVDA)0876+876010.17%+1
ANTERO MIDSTREAM CORP(AM)051,539+51,539010.15%+1
HOME DEPOT INC(HD)01,864+1,864010.15%+1
S&P GLOBAL INC(SPGI)01,511+1,511010.14%+1
BROADRIDGE FINL SOLUTIONS IN(BR)03,047+3,047010.13%+1
FACTSET RESH SYS INC(FDS)01,291+1,291010.12%+1
COCA COLA CO(KO)09,287+9,287010.12%+1
APOLLO GLOBAL MGMT INC(APO)04,865+4,865010.12%+1
HANOVER INS GROUP INC(THG)03,969+3,969010.11%+1
HDFC BANK LTD(HDB)09,607+9,607010.11%+1
UNITED PARCEL SERVICE INC(UPS)03,446+3,446010.11%+1
BECTON DICKINSON & CO(BDX)02,006+2,006000.10%0
BERKSHIRE HATHAWAY INC DEL01,118+1,118000.10%0
PHILLIPS 66(PSX)02,868+2,868000.10%0
ISHARES TR04,266+4,266000.10%0
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