Fund HoldingsBallast, Inc.

Total Portfolio Value
$349.79M
Total Bought
$13.07M
Total Sold
$12.03M
Net Transaction
+$1.03M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD INDEX FDS140,017148,677+8,66033,21335,72410.21%+2,511
PACER FDS TR
US CASH COWS 100
239,684284,228+44,54413,86116,0534.59%+2,192
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
68,77380,866+12,09312,32114,1704.05%+1,849
APPLE INC(AAPL)56,86055,101-1,75913,24813,7983.94%+550
VISA INC(V)2,9214,050+1,1298031,2800.37%+477
AMAZON COM INC(AMZN)015,199+15,19903,3350.95%+3,335
ISHARES TR26,40625,609-7979,91210,2842.94%+372
BOEING CO(BA)07,993+7,99301,4150.40%+1,415
JPMORGAN CHASE & CO.(JPM)14,42813,994-4343,0423,3550.96%+312
DISNEY WALT CO(DIS)013,207+13,20701,4710.42%+1,471
SALESFORCE INC(CRM)5,3665,132-2341,4691,7160.49%+247
HALLIBURTON CO(HAL)025,045+25,04506810.19%+681
T-MOBILE US INC(TMUS)4,0684,795+7278391,0580.30%+219
VANGUARD WORLD FD0634+63402180.06%+218
ALPHABET INC(GOOG)08,587+8,58701,6260.46%+1,626
VANGUARD WORLD FD
INF TECH ETF
5,3865,345-413,1593,3240.95%+165
VANGUARD WHITEHALL FDS111,719113,520+1,80114,32214,4844.14%+162
CISCO SYS INC(CSCO)27,48827,420-681,4631,6230.46%+160
HONEYWELL INTL INC(HON)06,430+6,43001,4520.42%+1,452
TESLA INC(TSLA)1,0151,01502664100.12%+144
MONDELEZ INTL INC(MDLZ)13,77919,260+5,4811,0151,1500.33%+135
ALPHABET INC(GOOG)04,736+4,73609020.26%+902
NVIDIA CORPORATION(NVDA)07,667+7,66701,0300.29%+1,030
DEERE & CO(DE)3,4113,582+1711,4241,5180.43%+94
WELLS FARGO CO NEW(WFC)05,690+5,69004000.11%+400
NORTHERN TR CORP(NTRS)13,74812,830-9181,2381,3150.38%+77
XPO INC(XPO)04,173+4,17305470.16%+547
MEDTRONIC PLC(MDT)9,95612,070+2,1148969640.28%+68
INTEL CORP(INTC)042,831+42,83108590.25%+859
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
351,098353,303+2,20523,61823,6826.77%+64
NIKE INC(NKE)14,09617,255+3,1591,2461,3060.37%+60
WALMART INC(WMT)27,37225,102-2,2702,2102,2680.65%+58
ISHARES TR0151,021+151,021012,3813.54%+12,381
PFIZER INC(PFE)27,75032,148+4,3988038530.24%+50
KKR & CO INC(KKR)2,5002,50003263700.11%+43
BANK AMERICA CORP040,755+40,75501,7910.51%+1,791
EMERSON ELEC CO(EMR)02,859+2,85903540.10%+354
SPDR S&P 500 ETF TR(SPY)1,1851,214+296807120.20%+32
CORNING INC(GLW)11,67211,67205275550.16%+28
BERKSHIRE HATHAWAY INC DEL5,9026,051+1492,7162,7430.78%+26
ISHARES TR15,81616,952+1,1361,7871,8110.52%+24
ISHARES TR1,9081,90801,1011,1230.32%+23
COSTCO WHSL CORP NEW(COST)3,0272,951-762,6832,7040.77%+20
VANGUARD INDEX FDS2,6292,625-44784990.14%+20
US BANCORP DEL(USB)8,3348,33403813990.11%+18
MASTERCARD INCORPORATED(MA)678668-103353520.10%+17
SPDR SER TR
ST STR P500GRW
5,0154,859-1564164270.12%+11
FEDEX CORP(FDX)01,052+1,05202960.08%+296
VANGUARD INDEX FDS1,0801,08003063130.09%+7
SUN LIFE FINANCIAL INC.(SLF)4,0834,08302372420.07%+5
META PLATFORMS INC(META)535532-33063110.09%+5
VANGUARD INDEX FDS43443402292340.07%+5
CHURCH & DWIGHT CO INC(CHD)02,587+2,58702710.08%+271
CINCINNATI FINL CORP(CINF)2,8052,655-1503823820.11%-0
SPDR GOLD TR(GLD)1,2951,29503153140.09%-1
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)4,5704,57003533510.10%-1
ACCENTURE PLC IRELAND
SHS CLASS A
93093003293270.09%-2
ABBOTT LABS02,606+2,60602950.08%+295
STRYKER CORPORATION(SYK)1,6431,642-15945910.17%-2
CHEVRON CORP NEW(CVX)01,665+1,66502410.07%+241
ISHARES TR10,19310,123-706356310.18%-4
ISHARES TR17,18917,908+7191,7411,7350.50%-5
ISHARES TR2,4872,48703293220.09%-7
QUEST DIAGNOSTICS INC(DGX)1,7121,71202662580.07%-8
VANGUARD SPECIALIZED FUNDS3,1293,119-106206110.17%-9
SCHWAB STRATEGIC TR4,81214,415+9,6034073940.11%-13
MARSH & MCLENNAN COS INC(MRSH)1,2311,230-12752610.07%-13
SPDR INDEX SHS FDS
ST STR PO EX ETF
6,8337,090+2572572420.07%-15
VANGUARD INDEX FDS2,8112,81104914760.14%-15
ORACLE CORP(ORCL)4,4244,422-27547370.21%-17
ISHARES TR4,3604,276-845104930.14%-17
SPDR SER TR
ST STR P500VAL
8,0817,998-834274090.12%-18
DOMINION ENERGY INC(D)4,0033,938-652312120.06%-19
TRAVELERS COMPANIES INC(TRV)7,1036,822-2811,6631,6430.47%-20
KIMBERLY-CLARK CORP(KMB)9,0049,571+5671,2811,2540.36%-27
VANGUARD INDEX FDS3,6503,65003563250.09%-30
GENERAL MLS INC(GIS)3,2063,20602372040.06%-32
MCDONALDS CORP(MCD)2,3812,38107256900.20%-35
AFLAC INC(AFL)4,2754,27504784420.13%-36
VALERO ENERGY CORP(VLO)06,236+6,23607640.22%+764
EXXON MOBIL CORP12,94813,753+8051,5181,4790.42%-38
NORFOLK SOUTHN CORP(NSC)2,8442,84407076670.19%-39
NORTHROP GRUMMAN CORP(NOC)70470403723300.09%-41
CONOCOPHILLIPS(COP)03,002+3,00202980.09%+298
ABBVIE INC(ABBV)3,1123,110-26155530.16%-62
TRUIST FINL CORP(TFC)41,10139,058-2,0431,7581,6940.48%-64
CHUBB LIMITED
COM
4,7564,734-221,3721,3080.37%-64
GENERAL DYNAMICS CORP(GD)1,6501,65004994350.12%-64
NEXTERA ENERGY INC(NEE)5,3215,318-34503810.11%-69
MERCK & CO INC(MRK)03,448+3,44803430.10%+343
TARGET CORP(TGT)11,72112,946+1,2251,8271,7500.50%-77
ISHARES TR35,34435,804+4606,7086,6291.90%-80
CATERPILLAR INC(CAT)2,8282,82801,1061,0260.29%-80
PROCTER AND GAMBLE CO(PG)15,83215,851+192,7422,6570.76%-85
DUKE ENERGY CORP NEW(DUK)15,64615,839+1931,8041,7060.49%-97
UNION PAC CORP(UNP)5,3255,32501,3131,2140.35%-98
HUMANA INC(HUM)01,561+1,56103960.11%+396
RTX CORPORATION(RTX)12,84912,550-2991,5571,4520.42%-104
SHERWIN WILLIAMS CO(SHW)2,0451,980-657816730.19%-107
HOME DEPOT INC(HD)5,1735,111-622,0961,9880.57%-108
Page 1 of 1