Fund HoldingsRench Wealth Management, Inc.

Total Portfolio Value
$291.25M
Total Bought
$21.80M
Total Sold
$7.98M
Net Transaction
+$13.82M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)93,29092,403-88719,64921,5307.39%+1,881
GALLAGHER ARTHUR J & CO(AJG)46,17547,553+1,37811,97413,3804.59%+1,406
FASTENAL CO(FAST)68,52478,070+9,5464,3065,5761.91%+1,270
LOWES COS INC(LOW)17,31918,547+1,2283,8185,0241.72%+1,205
UNITEDHEALTH GROUP INC(UNH)10,75011,395+6455,4756,6622.29%+1,187
NEXTERA ENERGY INC(NEE)65,22268,656+3,4344,6185,8041.99%+1,185
MASTERCARD INCORPORATED(MA)10,48911,605+1,1164,6275,7311.97%+1,103
INTUITIVE SURGICAL INC13,00913,896+8875,7876,8272.34%+1,040
ENTERGY CORP NEW(ETR)38,71838,791+734,1435,1051.75%+962
PAYCHEX INC(PAYX)57,11557,215+1006,7727,6782.64%+906
COSTCO WHSL CORP NEW(COST)6,3827,056+6745,4246,2562.15%+831
JOHNSON & JOHNSON(JNJ)59,35658,186-1,1708,6759,4303.24%+754
BOOZ ALLEN HAMILTON HLDG COR49,27851,182+1,9047,5848,3302.86%+746
ABBOTT LABS69,13369,427+2947,1847,9152.72%+732
PUBLIC SVC ENTERPRISE GRP IN(PEG)47,48847,318-1703,5004,2211.45%+721
D R HORTON INC(DHI)2,9665,482+2,5164181,0460.36%+628
L3HARRIS TECHNOLOGIES INC(LHX)27,84628,915+1,0696,2546,8782.36%+625
SOUTHERN CO(SO)44,07244,390+3183,4194,0031.37%+584
REPUBLIC SVCS INC(RSG)20,77122,805+2,0344,0374,5801.57%+544
VERIZON COMMUNICATIONS INC(VZ)99,803102,868+3,0654,1164,6201.59%+504
CISCO SYS INC(CSCO)73,78474,674+8903,5053,9741.36%+469
AMAZON COM INC(AMZN)46,70050,403+3,7039,0259,3923.22%+367
JPMORGAN CHASE & CO.(JPM)51,38350,975-40810,39310,7493.69%+356
EXXON MOBIL CORP45,94847,993+2,0455,2905,6261.93%+336
PROCTER AND GAMBLE CO(PG)56,78655,832-9549,3659,6703.32%+305
ELEVANCE HEALTH INC(ELV)9,75810,551+7935,2875,4861.88%+199
INTUIT(INTU)7,3997,993+5944,8624,9641.70%+101
ECOLAB INC(ECL)2,5692,575+66116570.23%+46
WALMART INC(WMT)2,9812,989+82022410.08%+40
SCHWAB STRATEGIC TR10,0609,699-3617828200.28%+38
UNITED PARCEL SERVICE INC(UPS)33,03833,414+3764,5214,5561.56%+34
ONEOK INC NEW(OKE)2,7942,826+322282580.09%+30
PEPSICO INC(PEP)1,9651,969+43243350.11%+11
CHEVRON CORP NEW(CVX)28,94630,784+1,8384,5284,5341.56%+6
INVESCO QQQ TR441439-22122140.07%+3
DOMINOS PIZZA INC(DPZ)9,00110,389+1,3884,6474,4691.53%-179
INTERNATIONAL BUSINESS MACHS(IBM)4,0532,269-1,7847015020.17%-199
ALPHABET INC(GOOG)50,75453,640+2,8869,3098,9683.08%-341
MERCK & CO INC(MRK)42,55243,116+5645,2684,8961.68%-372
BOEING CO(BA)21,04321,075+323,8303,2041.10%-626
MICROCHIP TECHNOLOGY INC.(MCHP)76,09878,199+2,1016,9636,2792.16%-684
APPLIED MATLS INC30,23331,428+1,1957,1356,3502.18%-785
MICROSOFT CORP(MSFT)49,04048,147-89321,91920,7177.11%-1,201
LAM RESEARCH CORP(LRCX)7,6857,922+2378,1846,4652.22%-1,719
NVIDIA CORPORATION(NVDA)241,677225,093-16,58429,85727,3359.39%-2,522
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