Fund HoldingsVest Financial, LLC

Total Portfolio Value
$2.68B
Total Bought
$853.70M
Total Sold
$1.12M
Net Transaction
+$852.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
KENVUE INC(KVUE)01,341,270+1,341,270028,8781.08%+28,878
FRANKLIN RESOURCES INC(BEN)773,3731,188,199+414,82619,01035,3961.32%+16,387
WALGREENS BOOTS ALLIANCE INC766,4601,273,132+506,67217,04633,2411.24%+16,195
ABBOTT LABS289,688401,899+112,21128,05644,2371.65%+16,181
TARGET CORP(TGT)173,331244,446+71,11519,16534,8141.30%+15,649
S&P GLOBAL INC(SPGI)53,62076,862+23,24219,59333,8591.26%+14,266
NUCOR CORP(NUE)193,586254,693+61,10730,26744,3271.65%+14,060
SHERWIN WILLIAMS CO(SHW)84,687113,772+29,08521,59935,4851.32%+13,886
STANLEY BLACK & DECKER INC(SWK)235,221338,624+103,40319,66033,2191.24%+13,559
REALTY INCOME CORP(O)359,557540,531+180,97417,95631,0371.16%+13,081
NEXTERA ENERGY INC(NEE)296,866492,635+195,76917,00729,9231.12%+12,915
SMITH A O CORP(AOS)303,429399,769+96,34020,06632,9571.23%+12,891
ECOLAB INC(ECL)119,666167,017+47,35120,27133,1281.24%+12,856
PPG INDS INC(PPG)152,792217,865+65,07319,83232,5821.21%+12,749
3M CO(MMM)222,755303,850+81,09520,85433,2171.24%+12,363
CLOROX CO DEL(CLX)148,598222,376+73,77819,47531,7091.18%+12,233
NORDSON CORP(NDSN)92,646124,251+31,60520,67632,8221.22%+12,146
GRAINGER W W INC(GWW)29,53938,901+9,36220,43632,2371.20%+11,801
SMUCKER J M CO(SJM)150,366238,048+87,68218,48130,0851.12%+11,603
LOWES COS INC(LOW)96,997142,697+45,70020,16031,7571.18%+11,597
FEDERAL RLTY INVT TR NEW(FRT)221,176305,924+84,74820,04531,5251.18%+11,480
ESSEX PPTY TR INC(ESS)93,590125,321+31,73119,85031,0721.16%+11,223
ILLINOIS TOOL WKS INC(ITW)88,787119,514+30,72720,44931,3051.17%+10,857
MCDONALDS CORP(MCD)76,505104,086+27,58120,15430,8631.15%+10,708
PENTAIR PLC(PNR)342,042450,602+108,56022,14732,7631.22%+10,616
ARCHER DANIELS MIDLAND CO394,610558,017+163,40729,76140,3001.50%+10,539
PRICE T ROWE GROUP INC(TROW)188,493280,552+92,05919,76730,2131.13%+10,445
MEDTRONIC PLC(MDT)255,859369,708+113,84920,04930,4571.14%+10,407
DOVER CORP(DOV)149,217202,490+53,27320,81731,1451.16%+10,328
SYSCO CORP(SYY)302,087411,608+109,52119,95330,1011.12%+10,148
MCCORMICK & CO INC(MKC)257,242428,941+171,69919,45829,3481.09%+9,890
INTERNATIONAL BUSINESS MACHS(IBM)167,779204,296+36,51723,53933,4131.25%+9,873
EXPEDITORS INTL WASH INC(EXPD)180,074238,518+58,44420,64230,3391.13%+9,698
AMCOR PLC(AMCR)2,251,6433,110,645+859,00220,62529,9871.12%+9,362
ALBEMARLE CORP(ALB)0191,213+191,213027,6261.03%+27,626
CINTAS CORP(CTAS)44,28750,344+6,05721,30230,3401.13%+9,038
ATMOS ENERGY CORP(ATO)185,340247,048+61,70819,63328,6331.07%+9,000
AFLAC INC(AFL)432,446505,948+73,50233,19041,7411.56%+8,550
JOHNSON & JOHNSON(JNJ)123,754177,242+53,48819,27527,7811.04%+8,506
COLGATE PALMOLIVE CO(CL)295,734370,071+74,33721,03029,4981.10%+8,469
CATERPILLAR INC(CAT)86,963108,386+21,42323,74132,0461.19%+8,306
COCA COLA CO(KO)362,969484,103+121,13420,31928,5281.06%+8,209
BROWN FORMAN CORP(BF-A)330,100475,882+145,78219,04327,1731.01%+8,129
GENUINE PARTS CO(GPC)143,045207,600+64,55520,65328,7531.07%+8,100
ROPER TECHNOLOGIES INC(ROP)45,73755,459+9,72222,15030,2351.13%+8,085
CONSOLIDATED EDISON INC(ED)233,111307,734+74,62319,93827,9951.04%+8,057
LINDE PLC(LIN)58,91573,015+14,10021,93729,9881.12%+8,051
PEPSICO INC(PEP)118,775165,707+46,93220,12528,1441.05%+8,018
C H ROBINSON WORLDWIDE INC(CHRW)233,068319,039+85,97120,07427,5621.03%+7,488
CARDINAL HEALTH INC(CAH)243,671282,440+38,76921,03928,4701.06%+7,431
KIMBERLY-CLARK CORP(KMB)166,638223,194+56,55620,13827,1201.01%+6,982
CHURCH & DWIGHT CO INC(CHD)231,448295,402+63,95421,20827,9331.04%+6,726
HORMEL FOODS CORP(HRL)562,385868,251+305,86621,38827,8801.04%+6,492
CHUBB LIMITED
COM
107,270127,420+20,15022,33128,7971.07%+6,465
GENERAL DYNAMICS CORP(GD)105,813114,727+8,91423,38129,7911.11%+6,410
CHEVRON CORP NEW(CVX)197,845262,917+65,07233,36139,2171.46%+5,856
LOUISIANA PAC CORP(LPX)0198,516+198,516014,0610.52%+14,061
CINCINNATI FINL CORP(CINF)221,642269,249+47,60722,67227,8571.04%+5,185
EMERSON ELEC CO(EMR)244,190295,386+51,19623,58128,7501.07%+5,168
AIR PRODS & CHEMS INC75,34196,318+20,97721,35226,3720.98%+5,020
BROWN & BROWN INC(BRO)321,127385,065+63,93822,42827,3821.02%+4,954
SYNCHRONY FINANCIAL(SYF)0354,491+354,491013,5380.50%+13,538
DISCOVER FINL SVCS102,470121,753+19,2838,87713,6850.51%+4,808
ABBVIE INC(ABBV)159,206184,027+24,82123,73128,5191.06%+4,787
PROCTER AND GAMBLE CO(PG)148,303180,205+31,90221,63126,4070.98%+4,776
FREEPORT-MCMORAN INC(FCX)0309,684+309,684013,1830.49%+13,183
AMERICAN EXPRESS CO(AXP)069,752+69,752013,0670.49%+13,067
COMERICA INC211,725239,558+27,8338,79713,3700.50%+4,573
MICRON TECHNOLOGY INC(MU)131,891158,644+26,7538,97313,5390.50%+4,566
PRINCIPAL FINANCIAL GROUP IN(PFG)0167,313+167,313013,1630.49%+13,163
PFIZER INC(PFE)270,660467,977+197,3178,97813,4730.50%+4,495
MGIC INVT CORP WIS(MTG)533,841690,877+157,0368,91013,3270.50%+4,417
TEXAS INSTRS INC(TXN)57,50879,548+22,0409,14413,5600.51%+4,415
MICROSOFT CORP(MSFT)28,34035,531+7,1918,94813,3610.50%+4,413
JPMORGAN CHASE & CO(JPM)65,20081,514+16,3149,45513,8660.52%+4,410
MORGAN STANLEY(MS)0137,935+137,935012,8620.48%+12,862
GOLDMAN SACHS GROUP INC(GS)26,85033,660+6,8108,68812,9850.48%+4,297
MUELLER INDS INC(MLI)124,822289,563+164,7419,38213,6530.51%+4,271
CAPITAL ONE FINL CORP(COF)097,621+97,621012,8000.48%+12,800
CISCO SYS INC(CSCO)175,751270,914+95,1639,44813,6870.51%+4,238
BECTON DICKINSON & CO(BDX)80,797103,004+22,20720,88825,1150.94%+4,227
INTERPUBLIC GROUP COS INC300,077392,769+92,6928,60012,8200.48%+4,220
MASTERCARD INCORPORATED(MA)030,506+30,506013,0110.49%+13,011
POPULAR INC(BPOP)144,514161,981+17,4679,10613,2940.50%+4,188
SNAP ON INC(SNA)35,41645,670+10,2549,03313,1910.49%+4,158
LENNAR CORP(LEN)80,13788,200+8,0638,99413,1450.49%+4,152
BANK AMERICA CORP318,855382,047+63,1928,73012,8640.48%+4,133
VISA INC(V)049,631+49,631012,9210.48%+12,921
RELIANCE STEEL & ALUMINUM CO(RS)35,33647,759+12,4239,26613,3570.50%+4,091
PNC FINL SVCS GROUP INC(PNC)72,78383,968+11,1858,93613,0020.48%+4,067
ELEVANCE HEALTH INC(ELV)20,81427,784+6,9709,06313,1020.49%+4,039
CONOCOPHILLIPS(COP)74,420111,348+36,9288,91612,9240.48%+4,009
NETAPP INC(NTAP)118,909147,518+28,6099,02313,0050.48%+3,982
OMNICOM GROUP INC(OMC)119,157148,496+29,3398,87512,8460.48%+3,972
CIVITAS RESOURCES INC110,809188,661+77,8528,96112,9010.48%+3,940
ACCENTURE PLC IRELAND
SHS CLASS A
29,42736,971+7,5449,03712,9730.48%+3,936
REGIONS FINANCIAL CORP NEW(RF)512,040653,048+141,0088,80712,6560.47%+3,849
EQUITABLE HLDGS INC316,299384,819+68,5208,98012,8140.48%+3,835
AUTOMATIC DATA PROCESSING IN94,410113,951+19,54122,71326,5470.99%+3,834
HUNTINGTON BANCSHARES INC(HBAN)859,4621,000,872+141,4108,93812,7310.47%+3,793
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