Fund HoldingsVest Financial, LLC

Total Portfolio Value
$1.83B
Total Bought
$754.98M
Total Sold
$0
Net Transaction
+$754.98M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
EXXON MOBIL CORP153,404292,918+139,51416,35034,4411.88%+18,091
CHEVRON CORP NEW(CVX)106,182197,845+91,66316,60433,3611.82%+16,757
AFLAC INC(AFL)257,252432,446+175,19417,83633,1901.81%+15,355
ABBVIE INC(ABBV)74,358159,206+84,8489,92023,7311.30%+13,812
ARCHER DANIELS MIDLAND CO218,649394,610+175,96116,41529,7611.63%+13,346
GENERAL DYNAMICS CORP(GD)53,219105,813+52,59411,33623,3811.28%+12,045
NUCOR CORP(NUE)112,663193,586+80,92318,35430,2671.65%+11,913
CINCINNATI FINL CORP(CINF)113,527221,642+108,11510,94022,6721.24%+11,731
CHUBB LIMITED
COM
59,252107,270+48,01811,29522,3311.22%+11,037
ABBOTT LABS157,904289,688+131,78417,10328,0561.53%+10,953
EMERSON ELEC CO(EMR)142,155244,190+102,03512,72723,5811.29%+10,855
INTERNATIONAL BUSINESS MACHS(IBM)97,503167,779+70,27612,92223,5391.29%+10,617
AUTOMATIC DATA PROCESSING IN56,29094,410+38,12012,25222,7131.24%+10,461
CATERPILLAR INC(CAT)54,69486,963+32,26913,32723,7411.30%+10,414
WEST PHARMACEUTICAL SVSC INC(WST)32,62060,555+27,93512,35222,7211.24%+10,369
WALMART INC(WMT)80,537142,178+61,64112,53622,7391.24%+10,203
PROCTER AND GAMBLE CO(PG)78,059148,303+70,24411,73021,6311.18%+9,902
AMCOR PLC(AMCR)1,091,5822,251,643+1,160,06110,78820,6251.13%+9,837
LINDE PLC(LIN)32,79458,915+26,12112,37421,9371.20%+9,563
HORMEL FOODS CORP(HRL)301,151562,385+261,23411,99321,3881.17%+9,394
TARGET CORP(TGT)75,042173,331+98,2899,80319,1651.05%+9,362
ROPER TECHNOLOGIES INC(ROP)27,01145,737+18,72612,85922,1501.21%+9,291
AIR PRODS & CHEMS INC41,29075,341+34,05112,24521,3521.17%+9,106
3M CO(MMM)118,513222,755+104,24211,74820,8541.14%+9,106
BROWN & BROWN INC(BRO)195,734321,127+125,39313,34222,4281.23%+9,086
COLGATE PALMOLIVE CO(CL)156,872295,734+138,86211,96621,0301.15%+9,064
COCA COLA CO(KO)190,737362,969+172,23211,37420,3191.11%+8,945
CONSOLIDATED EDISON INC(ED)122,882233,111+110,22911,00119,9381.09%+8,937
DOVER CORP(DOV)81,454149,217+67,76311,91020,8171.14%+8,907
BECTON DICKINSON & CO(BDX)46,33980,797+34,45812,11420,8881.14%+8,774
GENUINE PARTS CO(GPC)72,363143,045+70,68212,12720,6531.13%+8,526
C H ROBINSON WORLDWIDE INC(CHRW)123,888233,068+109,18011,57620,0741.10%+8,498
KIMBERLY-CLARK CORP(KMB)85,701166,638+80,93711,71620,1381.10%+8,422
CINTAS CORP(CTAS)26,37344,287+17,91412,98321,3021.16%+8,320
FEDERAL RLTY INVT TR NEW(FRT)122,498221,176+98,67811,73920,0451.10%+8,307
SHERWIN WILLIAMS CO(SHW)50,94584,687+33,74213,39521,5991.18%+8,205
SYSCO CORP(SYY)160,405302,087+141,68211,78619,9531.09%+8,167
PEPSICO INC(PEP)65,475118,775+53,30012,00820,1251.10%+8,117
CHURCH & DWIGHT CO INC(CHD)131,988231,448+99,46013,10021,2081.16%+8,108
CLOROX CO DEL(CLX)72,929148,598+75,66911,48519,4751.06%+7,991
MCDONALDS CORP(MCD)41,27176,505+35,23412,19420,1541.10%+7,961
PENTAIR PLC(PNR)222,845342,042+119,19714,25522,1471.21%+7,893
PRICE T ROWE GROUP INC(TROW)108,101188,493+80,39211,99219,7671.08%+7,775
MEDTRONIC PLC(MDT)140,869255,859+114,99012,28820,0491.10%+7,761
ILLINOIS TOOL WKS INC(ITW)51,30188,787+37,48612,71020,4491.12%+7,739
EXPEDITORS INTL WASH INC(EXPD)108,266180,074+71,80812,98720,6421.13%+7,654
ATMOS ENERGY CORP(ATO)104,576185,340+80,76412,04919,6331.07%+7,584
PPG INDS INC(PPG)84,268152,792+68,52412,37519,8321.08%+7,457
SMITH A O CORP(AOS)175,708303,429+127,72112,66520,0661.10%+7,400
LOWES COS INC(LOW)57,38496,997+39,61312,82720,1601.10%+7,333
NORDSON CORP(NDSN)54,64092,646+38,00613,43020,6761.13%+7,246
JOHNSON & JOHNSON(JNJ)74,166123,754+49,58812,15419,2751.05%+7,120
FRANKLIN RESOURCES INC(BEN)454,717773,373+318,65612,02919,0101.04%+6,981
ECOLAB INC(ECL)72,192119,666+47,47413,34620,2711.11%+6,926
WALGREENS BOOTS ALLIANCE INC359,984766,460+406,47610,16117,0460.93%+6,885
CARDINAL HEALTH INC(CAH)151,147243,671+92,52414,15521,0391.15%+6,884
SMUCKER J M CO(SJM)79,607150,366+70,75911,64118,4811.01%+6,841
ESSEX PPTY TR INC(ESS)56,71693,590+36,87413,16219,8501.09%+6,687
BROWN FORMAN CORP(BF-A)188,114330,100+141,98612,43919,0431.04%+6,604
MCCORMICK & CO INC(MKC)148,763257,242+108,47912,85519,4581.06%+6,602
REALTY INCOME CORP(O)194,646359,557+164,91111,52617,9560.98%+6,430
GRAINGER W W INC(GWW)17,94529,539+11,59414,01420,4361.12%+6,422
S&P GLOBAL INC(SPGI)34,15353,620+19,46713,55619,5931.07%+6,038
STANLEY BLACK & DECKER INC(SWK)147,914235,221+87,30713,72419,6601.07%+5,935
NEXTERA ENERGY INC(NEE)154,399296,866+142,46711,34517,0070.93%+5,662
CF INDS HLDGS INC(CF)0112,005+112,00509,6030.52%+9,603
STEEL DYNAMICS INC(STLD)50,94193,444+42,5035,55310,0190.55%+4,466
HUMANA INC(HUM)11,72019,538+7,8185,2449,5060.52%+4,261
PFIZER INC(PFE)0270,660+270,66008,9780.49%+8,978
CHORD ENERGY CORPORATION(CHRD)34,43758,298+23,8615,3019,4480.52%+4,148
MICRON TECHNOLOGY INC(MU)0131,891+131,89108,9730.49%+8,973
ACCENTURE PLC IRELAND
SHS CLASS A
029,427+29,42709,0370.49%+9,037
POPULAR INC(BPOP)84,858144,514+59,6565,1399,1060.50%+3,967
CISCO SYS INC(CSCO)106,624175,751+69,1275,5219,4480.52%+3,928
MAGNOLIA OIL & GAS CORP(MGY)251,953400,353+148,4005,2709,1720.50%+3,902
JPMORGAN CHASE & CO(JPM)38,63665,200+26,5645,6239,4550.52%+3,833
ELEVANCE HEALTH INC(ELV)11,78420,814+9,0305,2399,0630.50%+3,824
TEXAS INSTRS INC(TXN)29,54857,508+27,9605,3229,1440.50%+3,822
CITIZENS FINL GROUP INC(CFG)0328,902+328,90208,8150.48%+8,815
PNC FINL SVCS GROUP INC(PNC)072,783+72,78308,9360.49%+8,936
LAM RESEARCH CORP(LRCX)8,52614,806+6,2805,4879,2800.51%+3,793
HUNTINGTON BANCSHARES INC(HBAN)478,295859,462+381,1675,1608,9380.49%+3,778
MUELLER INDS INC(MLI)64,252124,822+60,5705,6129,3820.51%+3,770
CONOCOPHILLIPS(COP)49,78174,420+24,6395,1628,9160.49%+3,754
MICROSOFT CORP(MSFT)15,25728,340+13,0835,2008,9480.49%+3,748
CIVITAS RESOURCES INC75,314110,809+35,4955,2298,9610.49%+3,732
RELIANCE STEEL & ALUMINUM CO(RS)20,39635,336+14,9405,5439,2660.51%+3,723
GOLDMAN SACHS GROUP INC(GS)026,850+26,85008,6880.47%+8,688
REGIONS FINANCIAL CORP NEW(RF)288,244512,040+223,7965,1408,8070.48%+3,667
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)80,254131,383+51,1295,2438,9000.49%+3,657
NETAPP INC(NTAP)70,230118,909+48,6795,3699,0230.49%+3,653
OMNICOM GROUP INC(OMC)54,892119,157+64,2655,2268,8750.49%+3,649
EQUITABLE HLDGS INC197,616316,299+118,6835,3718,9800.49%+3,609
BANK AMERICA CORP0318,855+318,85508,7300.48%+8,730
DISCOVER FINL SVCS45,291102,470+57,1795,2968,8770.49%+3,581
COMERICA INC123,126211,725+88,5995,2198,7970.48%+3,578
INTERPUBLIC GROUP COS INC0300,077+300,07708,6000.47%+8,600
LENNAR CORP(LEN)43,51880,137+36,6195,4578,9940.49%+3,537
SNAP ON INC(SNA)19,07135,416+16,3455,5029,0330.49%+3,532
MGIC INVT CORP WIS(MTG)341,371533,841+192,4705,3948,9100.49%+3,516
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