Fund HoldingsSound Financial Strategies Group, LLC

Total Portfolio Value
$119.87M
Total Bought
$9.46M
Total Sold
$12.86M
Net Transaction
-$3.40M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
FEDERAL RLTY INVT TR NEW(FRT)07,928+7,92808880.74%+888
FASTENAL CO(FAST)012,140+12,14008730.73%+873
COLGATE PALMOLIVE CO(CL)08,957+8,95708140.68%+814
PPG INDS INC(PPG)05,242+5,24206260.52%+626
PEPSICO INC(PEP)04,024+4,02406120.51%+612
SPDR S&P 500 ETF TR(SPY)0803+80304710.39%+471
VANGUARD INTL EQUITY INDEX F09,774+9,77404300.36%+430
ISHARES TR
MSCI USA MMENTM
1,5992,880+1,2813245960.50%+272
MCCORMICK & CO INC(MKC)7,13311,185+4,0525878530.71%+266
VANGUARD INDEX FDS0630+63002590.22%+259
KENVUE INC(KVUE)27,51841,382+13,8646368840.74%+247
VANGUARD SPECIALIZED FUNDS01,081+1,08102120.18%+212
EMERSON ELEC CO(EMR)6,6287,438+8107259220.77%+197
REALTY INCOME CORP(O)9,84115,276+5,4356248160.68%+192
AMCOR PLC(AMCR)57,27286,288+29,0166498120.68%+163
NEXTERA ENERGY INC(NEE)7,90611,469+3,5636688220.69%+154
VANGUARD INDEX FDS0521+52101510.13%+151
PRICE T ROWE GROUP INC(TROW)6,5117,529+1,0187098510.71%+142
AUTOMATIC DATA PROCESSING IN2,9413,251+3108149520.79%+138
CINCINNATI FINL CORP(CINF)6,0006,594+5948179480.79%+131
CHURCH & DWIGHT CO INC(CHD)6,9068,067+1,1617238450.70%+122
SYSCO CORP(SYY)9,51711,112+1,5957438500.71%+107
ABBOTT LABS6,7707,749+9797728760.73%+105
ATMOS ENERGY CORP(ATO)6,1026,778+6768469440.79%+98
PENTAIR PLC(PNR)9,0619,722+6618869780.82%+92
GRAINGER W W INC(GWW)760832+727898770.73%+87
ESSEX PPTY TR INC(ESS)2,6903,069+3797958760.73%+81
ILLINOIS TOOL WKS INC(ITW)2,9183,335+4177658460.71%+81
DOVER CORP(DOV)4,2074,718+5118078850.74%+78
S&P GLOBAL INC(SPGI)1,6071,808+2018309000.75%+70
ROPER TECHNOLOGIES INC(ROP)1,3501,578+2287518200.68%+69
CHUBB LIMITED
COM
2,8423,205+3638208860.74%+66
INTERNATIONAL BUSINESS MACHS(IBM)3,9804,288+3088809430.79%+63
BROWN & BROWN INC(BRO)8,3149,032+7188619210.77%+60
MCDONALDS CORP(MCD)2,7083,046+3388258830.74%+58
KIMBERLY-CLARK CORP(KMB)5,5706,478+9087938490.71%+56
GENUINE PARTS CO(GPC)3,4264,581+1,1554795350.45%+56
SMUCKER J M CO(SJM)4,5645,486+9225536040.50%+51
ECOLAB INC(ECL)3,2213,670+4498228600.72%+38
CATERPILLAR INC(CAT)2,0602,321+2618068420.70%+36
GENERAL DYNAMICS CORP(GD)2,4822,949+4677507770.65%+27
LINDE PLC(LIN)1,6301,906+2767777980.67%+21
CARDINAL HEALTH INC(CAH)1,9191,966+472122330.19%+20
ISHARES TR0404+4040180.02%+18
MEDTRONIC PLC(MDT)9,00710,367+1,3608118280.69%+17
LOWES COS INC(LOW)3,1373,494+3578508620.72%+13
WALMART INC(WMT)3,0342,807-2272452540.21%+9
PROCTER AND GAMBLE CO(PG)1,1941,268+742072130.18%+6
ISHARES TR031+31040.00%+4
VANGUARD INDEX FDS6060011110.01%0
VANGUARD INDEX FDS13130770.01%0
COCA COLA CO(KO)11,80913,620+1,8118498480.71%-1
TIMOTHY PLAN775775020190.02%-1
VANGUARD INDEX FDS136136013120.01%-1
SPDR GOLD TR(GLD)1,4201,42003453440.29%-1
CLOROX CO DEL(CLX)1,3951,389-62272260.19%-2
SPDR SER TR
ST STR BLO 1 ETF
9,1099,10908368330.69%-3
CONSOLIDATED EDISON INC(ED)7,8349,102+1,2688168120.68%-4
CINTAS CORP(CTAS)4,0184,486+4688278200.68%-8
SPDR SER TR
ST STR BL 12 ETF
6,7376,687-506716630.55%-8
ABBVIE INC(ABBV)1,1371,197+602252130.18%-12
ISHARES TR
CORE DIV GRWTH
13,59913,657+588538380.70%-15
EXPEDITORS INTL WASH INC(EXPD)6,2597,238+9798228020.67%-21
SHERWIN WILLIAMS CO(SHW)2,2872,501+2148738500.71%-23
C H ROBINSON WORLDWIDE INC(CHRW)8,2318,387+1569088670.72%-42
NORDSON CORP(NDSN)2,8393,356+5177467020.59%-43
TIMOTHY PLAN20,83220,358-4749168720.73%-45
TIMOTHY PLAN24,25623,750-5069148630.72%-51
ISHARES TR3,8623,462-4004523990.33%-53
VANGUARD INDEX FDS3,2853,013-2727797240.60%-55
TIMOTHY PLAN40,73039,086-1,6441,5851,5261.27%-59
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
41,53840,267-1,2711,5741,5111.26%-63
SMITH A O CORP(AOS)8,43810,170+1,7327586940.58%-64
AFLAC INC(AFL)8,3938,276-1179388560.71%-82
ISHARES TR4,4414,040-4014783910.33%-87
SPDR INDEX SHS FDS
ST PORT MARK ETF
15,03013,513-1,5176205180.43%-102
VANGUARD INTL EQUITY INDEX F5,0354,564-4716345220.44%-112
ISHARES TR13,27212,098-1,1747646350.53%-129
EXXON MOBIL CORP6,1225,410-7127185820.49%-136
STANLEY BLACK & DECKER INC(SWK)8,0989,237+1,1398927420.62%-150
AIR PRODS & CHEMS INC2,9942,434-5608917060.59%-185
BECTON DICKINSON & CO(BDX)8380-8382020-202
BROWN FORMAN CORP(BF-A)4,1770-4,1772060-206
JOHNSON & JOHNSON(JNJ)1,3090-1,3092120-212
ISHARES TR
MSCI USA QLT FCT
4,5223,283-1,2398115850.49%-226
TIMOTHY PLAN110,265110,647+3823,1842,9412.45%-243
INVESCO EXCH TRD SLF IDX FD
INTL DEV DYNAMIC
9,6330-9,6332460-246
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
6,7490-6,7492670-267
ISHARES TR67,83764,660-3,1776,8336,4875.41%-346
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
98,47196,873-1,5983,1812,8092.34%-371
KRANESHARES TRUST151,596143,403-8,1934,4314,0303.36%-402
PROSHARES TR
S&P 500 DV ARIST
12,4788,635-3,8431,3328600.72%-473
HORMEL FOODS CORP(HRL)15,3970-15,3974880-488
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
9,2110-9,2114880-488
TIDAL TR II
BLUE CH ASSE ETF
367,593347,608-19,9859,1168,6197.19%-498
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
159,175150,670-8,5054,4783,9423.29%-536
FRANKLIN RESOURCES INC(BEN)29,2170-29,2175890-589
NUCOR CORP(NUE)4,2520-4,2526390-639
WEST PHARMACEUTICAL SVSC INC(WST)2,1590-2,1596480-648
3M CO(MMM)5,5070-5,5077530-753
Page 1 of 1