Fund HoldingsVest Financial, LLC

Total Portfolio Value
$6.44B
Total Bought
$1.66B
Total Sold
$916.57M
Net Transaction
+$747.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
EVERSOURCE ENERGY(ES)0970,416+970,416060,2730.94%+60,273
ERIE INDTY CO(ERIE)0141,669+141,669059,3660.92%+59,366
FACTSET RESH SYS INC(FDS)0115,354+115,354052,4450.81%+52,445
UNUM GROUP(UNM)0627,582+627,582051,1230.79%+51,123
EBAY INC.(EBAY)0654,216+654,216044,3100.69%+44,310
META PLATFORMS INC(META)084,599+84,599048,7590.76%+48,759
BANK NEW YORK MELLON CORP0513,808+513,808043,0930.67%+43,093
BOOKING HOLDINGS INC(BKNG)09,029+9,029041,5960.65%+41,596
BLACKROCK INC(BLK)1,02342,956+41,9331,04940,6570.63%+39,608
AUTOMATIC DATA PROCESSING IN196,776314,888+118,11257,60296,2081.49%+38,605
ELECTRONIC ARTS INC(EA)0263,037+263,037038,0140.59%+38,014
PAYCOM SOFTWARE INC(PAYC)0162,280+162,280035,4550.55%+35,455
TRAVELERS COMPANIES INC(TRV)0115,539+115,539030,5550.47%+30,555
PULTE GROUP INC(PHM)0312,723+312,723032,1480.50%+32,148
RAYMOND JAMES FINL INC(RJF)0209,571+209,571029,1120.45%+29,112
ALPHABET INC(GOOG)24,826215,559+190,7334,70033,3340.52%+28,634
AMERIPRISE FINL INC(AMP)058,131+58,131028,1420.44%+28,142
SALESFORCE INC(CRM)0109,738+109,738029,4490.46%+29,449
EVEREST GROUP LTD(EG)078,221+78,221028,4200.44%+28,420
ROSS STORES INC(ROST)0196,315+196,315025,0870.39%+25,087
NVIDIA CORPORATION(NVDA)0316,661+316,661034,3200.53%+34,320
COSTCO WHSL CORP NEW(COST)023,146+23,146021,8910.34%+21,891
BAKER HUGHES COMPANY(BKR)0445,698+445,698019,5880.30%+19,588
CONSOLIDATED EDISON INC(ED)0605,119+605,119066,9201.04%+66,920
CHUBB LIMITED
COM
322,904357,332+34,42889,218107,9111.68%+18,692
COREBRIDGE FINL INC(CRBD)0665,445+665,445021,0080.33%+21,008
CARLISLE COS INC(CSL)050,066+50,066017,0470.26%+17,047
ABBVIE INC(ABBV)0336,659+336,659070,5371.10%+70,537
ARCHER DANIELS MIDLAND CO1,004,5781,376,946+372,36850,75166,1071.03%+15,356
JOHNSON & JOHNSON(JNJ)0405,364+405,364067,2261.04%+67,226
VISA INC(V)113,057141,927+28,87035,73149,7400.77%+14,009
ABBOTT LABS500,313528,489+28,17656,59070,1041.09%+13,514
APPLE INC(AAPL)188,326271,749+83,42347,16160,3640.94%+13,203
COCA COLA CO(KO)0947,031+947,031067,8261.05%+67,826
AFLAC INC(AFL)0882,211+882,211098,0931.52%+98,093
COTERRA ENERGY INC0401,531+401,531011,6040.18%+11,604
LINDE PLC(LIN)0140,932+140,932065,6241.02%+65,624
MICROSOFT CORP(MSFT)112,951157,234+44,28347,60959,0240.92%+11,415
LINCOLN NATL CORP IND(LNC)0316,870+316,870011,3790.18%+11,379
NORTHERN TR CORP(NTRS)0115,073+115,073011,3520.18%+11,352
BROWN & BROWN INC(BRO)540,914533,273-7,64155,18466,3391.03%+11,155
GE AEROSPACE(GE)062,992+62,992012,6080.20%+12,608
BROWN FORMAN CORP(BF-A)01,616,243+1,616,243054,8550.85%+54,855
REALTY INCOME CORP(O)01,008,887+1,008,887058,5260.91%+58,526
KENVUE INC(KVUE)02,638,279+2,638,279063,2660.98%+63,266
MCKESSON CORP(MCK)015,429+15,429010,3840.16%+10,384
MONOLITHIC PWR SYS INC(MPWR)016,293+16,29309,4500.15%+9,450
SMUCKER J M CO(SJM)484,952528,615+43,66353,40362,5930.97%+9,190
JPMORGAN CHASE & CO.(JPM)150,523184,141+33,61836,08245,1700.70%+9,088
SNAP ON INC(SNA)102,987130,651+27,66434,96244,0310.68%+9,069
WINTRUST FINL CORP(WTFC)0101,228+101,228011,3840.18%+11,384
MUELLER INDS INC(MLI)431,226566,229+135,00334,22243,1130.67%+8,891
PNC FINL SVCS GROUP INC(PNC)050,329+50,32908,8460.14%+8,846
STATE STR CORP(STT)097,342+97,34208,7150.14%+8,715
MCDONALDS CORP(MCD)0207,504+207,504064,8181.01%+64,818
HARTFORD FINL SVCS GROUP INC(HIG)298,884327,478+28,59432,69840,5190.63%+7,821
CINCINNATI FINL CORP(CINF)427,595468,135+40,54061,44569,1531.07%+7,708
DIAMONDBACK ENERGY INC(FANG)047,138+47,13807,5360.12%+7,536
COLGATE PALMOLIVE CO(CL)0633,520+633,520059,3610.92%+59,361
EXXON MOBIL CORP818,409798,597-19,81288,03694,9771.48%+6,941
CHEVRON CORP NEW(CVX)396,746384,112-12,63457,46564,2581.00%+6,793
ESSEX PPTY TR INC(ESS)188,098197,251+9,15353,69160,4710.94%+6,781
ROPER TECHNOLOGIES INC(ROP)105,202103,843-1,35954,68961,2240.95%+6,534
GENERAL DYNAMICS CORP(GD)0206,554+206,554056,3020.87%+56,302
KIMBERLY-CLARK CORP(KMB)415,575428,577+13,00254,45760,9520.95%+6,495
INTERNATIONAL BUSINESS MACHS(IBM)0281,112+281,112069,9011.09%+69,901
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)418,702503,438+84,73632,19838,5130.60%+6,315
CINTAS CORP(CTAS)0271,706+271,706055,8440.87%+55,844
AMCOR PLC(AMCR)05,615,629+5,615,629054,4720.85%+54,472
EAST WEST BANCORP INC(EWBC)366,863458,727+91,86435,13141,1750.64%+6,045
ECOLAB INC(ECL)221,384227,369+5,98551,87557,6430.90%+5,768
NEXTERA ENERGY INC(NEE)0803,135+803,135056,9340.88%+56,934
MEDTRONIC PLC(MDT)0624,797+624,797056,1440.87%+56,144
ATMOS ENERGY CORP(ATO)397,828392,962-4,86655,40660,7440.94%+5,339
MCCORMICK & CO INC(MKC)0732,089+732,089060,2580.94%+60,258
AMERICAN EXPRESS CO(AXP)111,576142,842+31,26633,11538,4320.60%+5,317
BERKSHIRE HATHAWAY INC DEL018,646+18,64609,9300.15%+9,930
PEPSICO INC(PEP)338,573377,540+38,96751,48356,6080.88%+5,125
SYNCHRONY FINANCIAL(SYF)534,442752,251+217,80934,73939,8240.62%+5,085
ACCENTURE PLC IRELAND
SHS CLASS A
92,147119,916+27,76932,41637,4190.58%+5,002
AMAZON COM INC(AMZN)42,02672,709+30,6839,22013,8340.21%+4,614
INTERDIGITAL INC(IDCC)021,350+21,35004,4140.07%+4,414
CISCO SYS INC(CSCO)663,381706,823+43,44239,27243,6180.68%+4,346
PROCTER AND GAMBLE CO(PG)347,908365,925+18,01758,32762,3610.97%+4,034
AXIS CAP HLDGS LTD
SHS
038,586+38,58603,8680.06%+3,868
CBOE GLOBAL MKTS INC(CBOE)016,413+16,41303,7140.06%+3,714
COCA COLA CONS INC(COKE)02,649+2,64903,5760.06%+3,576
TECNOGLASS INC(TGLS)049,765+49,76503,5610.06%+3,561
AMERICAN TOWER CORP NEW(AMT)031,719+31,71906,9020.11%+6,902
ELEVANCE HEALTH INC(ELV)90,61384,990-5,62333,42736,9670.57%+3,540
PRIMERICA INC(PRI)012,250+12,25003,4850.05%+3,485
ASSURANT INC(AIZ)016,428+16,42803,4460.05%+3,446
EXPEDITORS INTL WASH INC(EXPD)497,786487,093-10,69355,14058,5730.91%+3,433
ASSURED GUARANTY LTD(AGO)038,969+38,96903,4330.05%+3,433
ENTERPRISE FINL SVCS CORP(EFSC)063,702+63,70203,4230.05%+3,423
CULLEN FROST BANKERS INC(CFR)027,093+27,09303,3920.05%+3,392
WOODWARD INC(WWD)018,289+18,28903,3380.05%+3,338
PRICESMART INC(PSMT)037,328+37,32803,2790.05%+3,279
APPLIED INDL TECHNOLOGIES IN(AIT)014,440+14,44003,2540.05%+3,254
WATTS WATER TECHNOLOGIES INC(WTS)015,945+15,94503,2520.05%+3,252
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