Fund HoldingsAllied Investment Advisors, LLC

Total Portfolio Value
$527.45M
Total Bought
$65.23M
Total Sold
$17.15M
Net Transaction
+$48.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
GENUINE PARTS CO COM(GPC)066,805+66,80507,9591.51%+7,959
VANGUARD TOTAL STOCK MARKET ETF014,854+14,85404,0820.77%+4,082
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
137,107146,529+9,42234,78338,7917.35%+4,008
SCHWAB US DIVIDEND EQUITY ETF1,454,9461,531,316+76,37039,74942,8168.12%+3,066
VANGUARD FTSE EUROPE ETF15,93255,661+39,7291,0113,9080.74%+2,897
SHELL PLC SPON ADS(SHEL)173,687181,627+7,94010,88113,3102.52%+2,428
JOHNSON & JOHNSON COM(JNJ)62,46468,905+6,4419,03411,4272.17%+2,394
CHEVRON CORP NEW COM(CVX)76,10779,380+3,27311,02313,2792.52%+2,256
ABBOTT LABS COM86,58190,070+3,4899,79311,9482.27%+2,155
RTX CORPORATION COM(RTX)102,714105,654+2,94011,88613,9952.65%+2,109
TOTALENERGIES SE SPONSORED ADS(TTE)156,172164,047+7,8758,51110,6122.01%+2,101
EXXON MOBIL CORP COM108,444115,323+6,87911,66513,7152.60%+2,050
VANGUARD UTILITIES ETF
UTILITIES ETF
131,283137,094+5,81121,45423,4174.44%+1,963
MEDTRONIC PLC SHS(MDT)106,410115,412+9,0028,50010,3711.97%+1,871
SPDR GOLD SHARES(GLD)06,185+6,18501,7820.34%+1,782
OTIS WORLDWIDE CORP COM(OTIS)103,100109,330+6,2309,54811,2832.14%+1,735
3M CO COM(MMM)78,76080,943+2,18310,16711,8872.25%+1,720
DEERE & CO COM(DE)26,34826,875+52711,16412,6142.39%+1,450
KIMBERLY-CLARK CORP COM(KMB)69,61374,179+4,5669,12210,5502.00%+1,428
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
MSCI GBL ETF NEW
032,427+32,42701,1630.22%+1,163
PEPSICO INC COM(PEP)56,11063,865+7,7558,5329,5761.82%+1,044
PROCTER AND GAMBLE CO COM(PG)62,14965,898+3,74910,41911,2302.13%+811
PFIZER INC COM(PFE)262,737303,884+41,1476,9707,7001.46%+730
SYSCO CORP COM(SYY)126,310137,864+11,5549,65810,3451.96%+688
JPMORGAN CHASE & CO. COM(JPM)69,51070,153+64316,66217,2093.26%+546
VANGUARD VALUE ETF1,7684,021+2,2532996950.13%+395
CONOCOPHILLIPS COM(COP)03,146+3,14603300.06%+330
BERKSHIRE HATHAWAY INC DEL CL B NEW3,7983,79801,7222,0230.38%+301
SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
05,714+5,71402920.06%+292
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
07,916+7,91602880.05%+288
WELLS FARGO CO NEW COM(WFC)198,163197,419-74413,91914,1732.69%+254
1/100 BERKSHIRE HTWY CLA100 SHS2201,3621,5970.30%+235
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
03,496+3,49602300.04%+230
FORD MTR CO COM(F)012,330+12,33001240.02%+124
SPDR S&P 500 ETF TRUST(SPY)9341,152+2185476440.12%+97
INTERNATIONAL BUSINESS MACHS COM(IBM)5,4045,128-2761,1881,2750.24%+87
LOCKHEED MARTIN CORP COM(LMT)18,71520,544+1,8299,0949,1771.74%+83
ABBVIE INC COM(ABBV)1,8401,84003273860.07%+59
INVESCO S&P 500 LOW VOLATILITY ETF12,20012,20008549120.17%+58
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
16,19716,265+681,6121,6620.32%+50
STARBUCKS CORP COM(SBUX)6,9926,99206386860.13%+48
MCDONALDS CORP COM(MCD)1,2771,27703703990.08%+29
ECOLAB INC COM(ECL)90390302122290.04%+17
ELI LILLY & CO COM(LLY)27027002082230.04%+15
AUTOMATIC DATA PROCESSING INC COM80080002342440.05%+10
SCHWAB U.S. LARGE-CAP VALUE ETF12,15312,182+293173240.06%+7
VANGUARD FINANCIALS ETF
FINANCIALS ETF
3,8303,83004524580.09%+5
CITIGROUP INC COM NEW(C)3,5673,552-152512520.05%+1
ISHARES CORE U.S. AGGREGATE BOND ETF2,3502,269-812282240.04%-3
META PLATFORMS INC CL A(META)48948902862820.05%-4
RYVYL INC COM14,68414,684019150.00%-5
VANGUARD INDUSTRIALS ETF
INDUSTRIAL ETF
1,0631,06302702630.05%-7
ISHARES S&P MID-CAP 400 VALUE ETF1,9091,90902392290.04%-10
BOEING CO COM(BA)1,9401,884-563433210.06%-22
CARLISLE COS INC COM(CSL)82082003022790.05%-23
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
7,7527,75204944690.09%-25
MDU RES GROUP INC COM(MDU)22,20422,069-1354003730.07%-27
AMERICAN EXPRESS CO COM(AXP)98998902942660.05%-27
WALMART INC COM(WMT)19,00219,163+1611,7171,6820.32%-35
ISHARES CORE S&P 500 ETF663627-363903520.07%-38
GERON CORP COM(GERN)20,95920,959074330.01%-41
HOME DEPOT INC COM(HD)1,8951,89507376940.13%-43
KNIFE RIVER CORP COMMON STOCK(KNF)4,5494,516-334624070.08%-55
ORACLE CORP COM(ORCL)2,0762,050-263462870.05%-59
AMAZON COM INC COM(AMZN)2,4032,434+315274630.09%-64
NVIDIA CORPORATION COM(NVDA)4,6555,090+4356255520.10%-73
FIRST INTST BANCSYSTEM INC COM(FIBK)13,48012,699-7814383640.07%-74
COSTCO WHSL CORP NEW COM(COST)1,6971,532-1651,5551,4490.27%-106
LOWES COS INC COM(LOW)52,63155,228+2,59712,98912,8812.44%-109
BANK AMERICA CORP COM294,442307,498+13,05612,94112,8322.43%-109
ALPHABET INC CAP STK CL A(GOOG)3,6003,701+1016815720.11%-109
GLACIER BANCORP INC NEW COM(GBCI)15,33114,831-5007706560.12%-114
EVERUS CONSTR GROUP COM(ECG)5,5495,54903652060.04%-159
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
2,1872,18701,3601,1860.22%-174
ALPHABET INC CAP STK CL C(GOOG)1,1910-1,1912270-227
DIAGEO PLC SPON ADR NEW(DEO)63,56474,829+11,2658,0817,8411.49%-240
MERCK & CO INC COM(MRK)10,1947,069-3,1251,0146350.12%-380
GOLDMAN SACHS GROUP INC COM(GS)21,87722,105+22812,52712,0762.29%-451
EAGLE BANCORP MONT INC COM34,7690-34,7695330-533
STATE STR CORP COM(STT)117,217121,128+3,91111,50510,8452.06%-660
US BANCORP DEL COM NEW(USB)224,012234,965+10,95310,7149,9201.88%-794
FEDEX CORP COM(FDX)40,80443,445+2,64111,47910,5912.01%-888
CATERPILLAR INC COM(CAT)41,76742,984+1,21715,15114,1762.69%-975
TARGET CORP COM(TGT)60,94869,561+8,6138,2397,2591.38%-980
EMERSON ELEC CO COM(EMR)100,408103,625+3,21712,44411,3612.15%-1,082
MICROSOFT CORP COM(MSFT)61,10262,412+1,31025,75523,4294.44%-2,326
AAON INC COM PAR $0.004123,983115,411-8,57214,5909,0171.71%-5,573
APPLE INC COM(AAPL)83,70651,170-32,53620,96211,3662.15%-9,595
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