Fund HoldingsVest Financial, LLC

Total Portfolio Value
$5.65B
Total Bought
$629.01M
Total Sold
$87.58M
Net Transaction
+$541.43M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
LAM RESEARCH CORP(LRCX)0459,857+459,857033,2150.59%+33,215
EMERSON ELEC CO(EMR)0529,175+529,175065,5811.16%+65,581
FRANKLIN RESOURCES INC(BEN)2,213,6632,923,399+709,73644,60559,3161.05%+14,710
WEST PHARMACEUTICAL SVSC INC(WST)151,217171,644+20,42745,38956,2241.00%+10,834
PRICE T ROWE GROUP INC(TROW)0506,737+506,737057,3071.01%+57,307
MAGNOLIA OIL & GAS CORP(MGY)01,521,004+1,521,004035,5610.63%+35,561
GENUINE PARTS CO(GPC)357,711501,802+144,09149,96558,5901.04%+8,625
APPLE INC(AAPL)165,771188,326+22,55538,62547,1610.83%+8,536
HORMEL FOODS CORP(HRL)1,560,8471,825,660+264,81349,47957,2711.01%+7,792
EXXON MOBIL CORP685,454818,409+132,95580,34988,0361.56%+7,687
CHEVRON CORP NEW(CVX)338,454396,746+58,29249,84457,4651.02%+7,621
CHURCH & DWIGHT CO INC(CHD)481,092553,036+71,94450,38057,9081.02%+7,528
VISA INC(V)102,670113,057+10,38728,22935,7310.63%+7,501
CALIFORNIA RES CORP(CRC)0688,746+688,746035,7390.63%+35,739
MICROSOFT CORP(MSFT)93,814112,951+19,13740,36847,6090.84%+7,241
EOG RES INC(EOG)0274,169+274,169033,6080.59%+33,608
EQUITABLE HLDGS INC673,366752,091+78,72528,30235,4760.63%+7,175
SYNCHRONY FINANCIAL(SYF)0534,442+534,442034,7390.61%+34,739
EXPAND ENERGY CORPORATION(EXE)361,746367,303+5,55729,75436,5650.65%+6,811
WALMART INC(WMT)704,447704,522+7556,88463,6541.13%+6,769
EAST WEST BANCORP INC(EWBC)343,356366,863+23,50728,40935,1310.62%+6,722
MGIC INVT CORP WIS(MTG)1,113,2581,485,140+371,88228,49935,2130.62%+6,713
PROCTER AND GAMBLE CO(PG)298,044347,908+49,86451,62158,3271.03%+6,706
RADIAN GROUP INC(RDN)806,5731,092,054+285,48127,98034,6400.61%+6,660
JPMORGAN CHASE & CO.(JPM)139,689150,523+10,83429,45536,0820.64%+6,627
CISCO SYS INC(CSCO)615,109663,381+48,27232,73639,2720.70%+6,536
ELEVANCE HEALTH INC(ELV)51,77990,613+38,83426,92533,4270.59%+6,502
CHUBB LIMITED
COM
286,888322,904+36,01682,73689,2181.58%+6,483
FIFTH THIRD BANCORP(FITB)657,435818,324+160,88928,16534,5990.61%+6,434
QUALCOMM INC(QCOM)171,406230,772+59,36629,14835,4510.63%+6,304
BANK AMERICA CORP695,724770,881+75,15727,60633,8800.60%+6,274
REGIONS FINANCIAL CORP NEW(RF)1,229,1361,479,865+250,72928,67634,8060.62%+6,131
JACKSON FINANCIAL INC(JXN)310,366395,365+84,99928,31534,4280.61%+6,114
MASTERCARD INCORPORATED(MA)58,91266,712+7,80029,09135,1290.62%+6,038
D R HORTON INC(DHI)139,482233,188+93,70626,60932,6040.58%+5,995
RELIANCE INC(RS)100,926130,483+29,55729,18935,1340.62%+5,945
CAPITAL ONE FINL CORP(COF)0181,439+181,439032,3540.57%+32,354
SNAP ON INC(SNA)100,527102,987+2,46029,12434,9620.62%+5,838
CF INDS HLDGS INC(CF)344,416414,376+69,96029,55135,3550.63%+5,804
DISCOVER FINL SVCS0187,340+187,340032,4530.57%+32,453
M & T BK CORP(MTB)150,454173,091+22,63726,79932,5430.58%+5,744
WILLIAMS SONOMA INC(WSM)191,134190,679-45529,61035,3100.62%+5,699
MUELLER INDS INC(MLI)385,123431,226+46,10328,53834,2220.61%+5,684
HARTFORD FINL SVCS GROUP INC(HIG)231,660298,884+67,22427,24632,6980.58%+5,452
GARMIN LTD(GRMN)166,242168,309+2,06729,26434,7150.61%+5,452
SYSCO CORP(SYY)677,256762,658+85,40252,86758,3131.03%+5,446
S&P GLOBAL INC(SPGI)102,247116,897+14,65052,82358,2181.03%+5,395
BROADCOM INC(AVGO)050,059+50,059011,6060.21%+11,606
AMERICAN EXPRESS CO(AXP)102,447111,576+9,12927,78433,1150.59%+5,331
SLM CORP(SLM)1,291,1531,259,583-31,57029,52934,7390.61%+5,211
PACCAR INC(PCAR)272,721308,356+35,63526,91232,0750.57%+5,163
KIMBERLY-CLARK CORP(KMB)347,269415,575+68,30649,40954,4570.96%+5,048
OMNICOM GROUP INC(OMC)278,787393,490+114,70328,82433,8560.60%+5,032
NIKE INC(NKE)324,121443,570+119,44928,65233,5650.59%+4,913
INTERPUBLIC GROUP COS INC916,6481,205,662+289,01428,99433,7830.60%+4,789
KLA CORP(KLAC)36,37052,269+15,89928,16532,9360.58%+4,770
LENNAR CORP(LEN)146,407234,798+88,39127,44832,0190.57%+4,571
CINCINNATI FINL CORP(CINF)418,066427,595+9,52956,90761,4451.09%+4,538
STEEL DYNAMICS INC(STLD)240,057302,535+62,47830,26634,5100.61%+4,244
BECTON DICKINSON & CO(BDX)206,712237,853+31,14149,83853,9620.96%+4,123
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)364,249418,702+54,45328,11332,1980.57%+4,085
APPLIED MATLS INC148,649209,771+61,12230,03534,1150.60%+4,081
NUCOR CORP(NUE)501,537680,783+179,24675,40179,4541.41%+4,053
DOVER CORP(DOV)279,418307,183+27,76553,57657,6281.02%+4,052
ARCHER DANIELS MIDLAND CO01,004,578+1,004,578050,7510.90%+50,751
CARDINAL HEALTH INC(CAH)507,398506,051-1,34756,07859,8511.06%+3,773
OLD DOMINION FREIGHT LINE IN(ODFL)139,595177,848+38,25327,72931,3720.56%+3,643
ESSEX PPTY TR INC(ESS)0188,098+188,098053,6910.95%+53,691
BROWN & BROWN INC(BRO)0540,914+540,914055,1840.98%+55,184
FEDERAL RLTY INVT TR NEW(FRT)454,327498,244+43,91752,23455,7780.99%+3,544
SMUCKER J M CO(SJM)413,812484,952+71,14050,11353,4030.95%+3,290
ROPER TECHNOLOGIES INC(ROP)92,593105,202+12,60951,52254,6890.97%+3,167
ILLINOIS TOOL WKS INC(ITW)203,528222,115+18,58753,33956,3191.00%+2,981
ABBOTT LABS470,358500,313+29,95553,62656,5901.00%+2,965
ACCENTURE PLC IRELAND
SHS CLASS A
83,57192,147+8,57629,54132,4160.57%+2,876
AUTOMATIC DATA PROCESSING IN198,226196,776-1,45054,85557,6021.02%+2,747
FASTENAL CO(FAST)720,406750,575+30,16951,45153,9740.96%+2,522
TESLA INC(TSLA)012,066+12,06604,8730.09%+4,873
AMAZON COM INC(AMZN)38,54242,026+3,4847,1829,2200.16%+2,039
ALBEMARLE CORP(ALB)521,537596,537+75,00049,39551,3500.91%+1,955
ATMOS ENERGY CORP(ATO)387,461397,828+10,36753,74555,4060.98%+1,661
PPG INDS INC(PPG)392,155447,541+55,38651,94553,4590.95%+1,514
GRAINGER W W INC(GWW)51,88952,431+54253,90355,2650.98%+1,362
PEPSICO INC(PEP)295,037338,573+43,53650,17151,4830.91%+1,312
ECOLAB INC(ECL)0221,384+221,384051,8750.92%+51,875
PHINIA INC(PHIN)052,757+52,75702,5410.04%+2,541
EATON CORP PLC(ETN)03,435+3,43501,1400.02%+1,140
SM ENERGY CO(SM)066,069+66,06902,5610.05%+2,561
ATLAS ENERGY SOLUTIONS INC(AESI)0114,764+114,76402,5450.05%+2,545
SELECT WATER SOLUTIONS INC(WTTR)0193,890+193,89002,5670.05%+2,567
HF SINCLAIR CORP(DINO)072,798+72,79802,5520.05%+2,552
CACTUS INC(WHD)043,062+43,06202,5130.04%+2,513
JACOBS SOLUTIONS INC(J)018,088+18,08802,4170.04%+2,417
ALPHABET INC(GOOG)024,826+24,82604,7000.08%+4,700
DICKS SPORTING GOODS INC(DKS)011,106+11,10602,5410.04%+2,541
DELL TECHNOLOGIES INC(DELL)025,043+25,04302,8860.05%+2,886
BLACKROCK INC(BLK)01,023+1,02301,0490.02%+1,049
EXPEDITORS INTL WASH INC(EXPD)411,720497,786+86,06654,10055,1400.98%+1,040
POPULAR INC(BPOP)026,735+26,73502,5150.04%+2,515
TEXAS INSTRS INC(TXN)024,140+24,14004,5260.08%+4,526
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