Fund HoldingsVest Financial, LLC

Total Portfolio Value
$5.19B
Total Bought
$1.01B
Total Sold
$58.11M
Net Transaction
+$954.00M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
STANLEY BLACK & DECKER INC(SWK)485,832565,869+80,03738,81362,3191.20%+23,506
KENVUE INC(KVUE)2,313,4322,695,546+382,11442,05862,3481.20%+20,290
INTERNATIONAL BUSINESS MACHS(IBM)263,467290,556+27,08945,56764,2361.24%+18,670
CATERPILLAR INC(CAT)0149,172+149,172058,3441.12%+58,344
MCDONALDS CORP(MCD)161,866194,322+32,45641,25059,1731.14%+17,923
CLOROX CO DEL(CLX)0362,047+362,047058,9811.14%+58,981
AFLAC INC(AFL)770,417771,375+95868,80686,2401.66%+17,434
LOWES COS INC(LOW)0215,335+215,335058,3231.12%+58,323
BROWN FORMAN CORP(BF-A)903,6981,124,244+220,54639,03155,3131.07%+16,282
NORDSON CORP(NDSN)0207,109+207,109054,3931.05%+54,393
PENTAIR PLC(PNR)0587,814+587,814057,4821.11%+57,482
EXXON MOBIL CORP570,541685,454+114,91365,68180,3491.55%+14,668
CHUBB LIMITED
COM
267,197286,888+19,69168,15782,7361.60%+14,579
CARDINAL HEALTH INC(CAH)428,365507,398+79,03342,11756,0781.08%+13,961
SMITH A O CORP(AOS)0620,212+620,212055,7141.07%+55,714
NUCOR CORP(NUE)390,896501,537+110,64161,79375,4011.45%+13,608
GRAINGER W W INC(GWW)051,889+51,889053,9031.04%+53,903
GENUINE PARTS CO(GPC)0357,711+357,711049,9650.96%+49,965
SHERWIN WILLIAMS CO(SHW)146,151146,964+81343,61656,0921.08%+12,476
MCCORMICK & CO INC(MKC)0656,940+656,940054,0661.04%+54,066
TARGET CORP(TGT)0336,000+336,000052,3691.01%+52,369
CINCINNATI FINL CORP(CINF)378,717418,066+39,34944,72656,9071.10%+12,181
AUTOMATIC DATA PROCESSING IN179,590198,226+18,63642,86654,8551.06%+11,989
SYSCO CORP(SYY)574,040677,256+103,21640,98152,8671.02%+11,886
ALBEMARLE CORP(ALB)0521,537+521,537049,3950.95%+49,395
MEDTRONIC PLC(MDT)551,522612,803+61,28143,41055,1711.06%+11,760
HORMEL FOODS CORP(HRL)01,560,847+1,560,847049,4790.95%+49,479
MICROSOFT CORP(MSFT)64,20093,814+29,61428,69440,3680.78%+11,674
ABBVIE INC(ABBV)261,670286,280+24,61044,88256,5351.09%+11,653
ILLINOIS TOOL WKS INC(ITW)176,081203,528+27,44741,72453,3391.03%+11,614
LINDE PLC(LIN)101,698117,929+16,23144,62656,2361.08%+11,610
NIKE INC(NKE)230,562324,121+93,55917,37728,6520.55%+11,275
REALTY INCOME CORP(O)821,534855,661+34,12743,39354,2661.05%+10,873
APPLE INC(AAPL)131,945165,771+33,82627,79038,6250.74%+10,834
FASTENAL CO(FAST)0720,406+720,406051,4510.99%+51,451
CONSOLIDATED EDISON INC(ED)474,929508,521+33,59242,46852,9521.02%+10,484
ABBOTT LABS416,471470,358+53,88743,27653,6261.03%+10,350
ATMOS ENERGY CORP(ATO)374,349387,461+13,11243,66853,7451.04%+10,077
PPG INDS INC(PPG)337,726392,155+54,42942,51651,9451.00%+9,429
SMUCKER J M CO(SJM)375,352413,812+38,46040,92850,1130.97%+9,184
FEDERAL RLTY INVT TR NEW(FRT)430,051454,327+24,27643,42252,2341.01%+8,812
NEXTERA ENERGY INC(NEE)673,809668,584-5,22547,71256,5151.09%+8,803
GENERAL DYNAMICS CORP(GD)149,874171,891+22,01743,48451,9451.00%+8,461
NVIDIA CORPORATION(NVDA)35,342103,151+67,8094,36612,5270.24%+8,161
AIR PRODS & CHEMS INC186,782188,589+1,80748,19956,1501.08%+7,951
WILLIAMS SONOMA INC(WSM)76,758191,134+114,37621,67429,6100.57%+7,936
DOVER CORP(DOV)253,410279,418+26,00845,72853,5761.03%+7,848
ACCENTURE PLC IRELAND
SHS CLASS A
71,62383,571+11,94821,73129,5410.57%+7,810
JOHNSON & JOHNSON(JNJ)315,493332,489+16,99646,11253,8831.04%+7,771
CISCO SYS INC(CSCO)525,586615,109+89,52324,97132,7360.63%+7,766
COCA COLA CO(KO)765,803783,922+18,11948,74356,3331.09%+7,589
CHURCH & DWIGHT CO INC(CHD)413,980481,092+67,11242,92150,3800.97%+7,459
WEST PHARMACEUTICAL SVSC INC(WST)0151,217+151,217045,3890.88%+45,389
APPLIED MATLS INC96,333148,649+52,31622,73430,0350.58%+7,301
QUALCOMM INC(QCOM)109,774171,406+61,63221,86529,1480.56%+7,283
CINTAS CORP(CTAS)65,829258,477+192,64846,09753,2151.03%+7,118
MASTERCARD INCORPORATED(MA)49,91558,912+8,99722,02129,0910.56%+7,070
PEPSICO INC(PEP)262,096295,037+32,94143,22750,1710.97%+6,944
CHESAPEAKE ENERGY CORP(EXE)278,314361,746+83,43222,87529,7540.57%+6,879
VISA INC(V)82,363102,670+20,30721,61828,2290.54%+6,611
STEEL DYNAMICS INC(STLD)182,827240,057+57,23023,67630,2660.58%+6,590
SLM CORP(SLM)1,104,6311,291,153+186,52222,96529,5290.57%+6,563
CF INDS HLDGS INC(CF)311,849344,416+32,56723,11429,5510.57%+6,437
SNAP ON INC(SNA)86,855100,527+13,67222,70329,1240.56%+6,421
JPMORGAN CHASE & CO.(JPM)115,604139,689+24,08523,38229,4550.57%+6,073
INTERPUBLIC GROUP COS INC789,466916,648+127,18222,96628,9940.56%+6,028
GARMIN LTD(GRMN)142,723166,242+23,51923,25229,2640.56%+6,011
PROCTER AND GAMBLE CO(PG)276,596298,044+21,44845,61651,6211.00%+6,005
OMNICOM GROUP INC(OMC)254,774278,787+24,01322,85328,8240.56%+5,971
RELIANCE INC(RS)81,409100,926+19,51723,25029,1890.56%+5,938
BECTON DICKINSON & CO(BDX)188,134206,712+18,57843,96949,8380.96%+5,869
KLA CORP(KLAC)27,09336,370+9,27722,33828,1650.54%+5,827
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)327,749364,249+36,50022,28728,1130.54%+5,826
HARTFORD FINL SVCS GROUP INC(HIG)213,231231,660+18,42921,43827,2460.53%+5,807
WALMART INC(WMT)755,595704,447-51,14851,16156,8841.10%+5,723
ROPER TECHNOLOGIES INC(ROP)81,34692,593+11,24745,85151,5220.99%+5,671
LENNAR CORP(LEN)145,701146,407+70621,83627,4480.53%+5,612
PACCAR INC(PCAR)207,083272,721+65,63821,31726,9120.52%+5,595
OLD DOMINION FREIGHT LINE IN(ODFL)125,376139,595+14,21922,14127,7290.53%+5,588
AMERICAN EXPRESS CO(AXP)96,207102,447+6,24022,27727,7840.54%+5,507
AMCOR PLC(AMCR)4,976,8474,779,322-197,52548,67454,1501.04%+5,476
EQUITABLE HLDGS INC559,510673,366+113,85622,86228,3020.55%+5,440
MGIC INVT CORP WIS(MTG)1,073,7561,113,258+39,50223,13928,4990.55%+5,360
BANK AMERICA CORP562,249695,724+133,47522,36127,6060.53%+5,246
CHEVRON CORP NEW(CVX)286,785338,454+51,66944,85949,8440.96%+4,985
MUELLER INDS INC(MLI)414,417385,123-29,29423,59728,5380.55%+4,941
S&P GLOBAL INC(SPGI)107,591102,247-5,34447,98652,8231.02%+4,837
C H ROBINSON WORLDWIDE INC(CHRW)627,804544,912-82,89255,32260,1421.16%+4,820
RADIAN GROUP INC(RDN)746,664806,573+59,90923,22127,9800.54%+4,759
FIFTH THIRD BANCORP(FITB)641,562657,435+15,87323,41128,1650.54%+4,754
D R HORTON INC(DHI)155,154139,482-15,67221,86626,6090.51%+4,743
JACKSON FINANCIAL INC(JXN)317,641310,366-7,27523,58828,3150.55%+4,727
EAST WEST BANCORP INC(EWBC)324,855343,356+18,50123,78928,4090.55%+4,620
AMAZON COM INC(AMZN)038,542+38,54207,1820.14%+7,182
EXPEDITORS INTL WASH INC(EXPD)398,061411,720+13,65949,67454,1001.04%+4,426
KIMBERLY-CLARK CORP(KMB)325,930347,269+21,33945,04449,4090.95%+4,366
FRANKLIN RESOURCES INC(BEN)1,801,7322,213,663+411,93140,26944,6050.86%+4,337
M & T BK CORP(MTB)148,585150,454+1,86922,49026,7990.52%+4,309
ELEVANCE HEALTH INC(ELV)41,80051,779+9,97922,65026,9250.52%+4,275
REGIONS FINANCIAL CORP NEW(RF)1,218,8201,229,136+10,31624,42528,6760.55%+4,251
Page 1 of 1