Fund HoldingsLIBERTY ONE INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$978.29M
Total Bought
$667.58M
Total Sold
$309.84M
Net Transaction
+$357.74M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR SER TR
ST LON TREAS ETF
01,321,772+1,321,772038,4243.93%+38,424
LOCKHEED MARTIN CORP(LMT)059,845+59,845034,9833.58%+34,983
LILLY ELI & CO(LLY)037,486+37,486033,2103.39%+33,210
SOUTHERN CO(SO)0368,195+368,195033,2043.39%+33,204
ALLIANT ENERGY CORP(LNT)0540,236+540,236032,7873.35%+32,787
DUKE ENERGY CORP NEW(DUK)0279,639+279,639032,2423.30%+32,242
CLOROX CO DEL(CLX)0196,936+196,936032,0833.28%+32,083
COCA COLA CO(KO)0444,745+444,745031,9593.27%+31,959
MCDONALDS CORP(MCD)0103,342+103,342031,4693.22%+31,469
CARDINAL HEALTH INC(CAH)0278,075+278,075030,7333.14%+30,733
PROCTER & GAMBLE CO(PG)0173,657+173,657030,0773.07%+30,077
KIMBERLY CLARK CORP(KMB)0207,193+207,193029,4793.01%+29,479
JOHNSON & JOHNSON(JNJ)0180,504+180,504029,2522.99%+29,252
PFIZER INC(PFE)0953,942+953,942027,6072.82%+27,607
KEURIG DR PEPPER INC(KDP)0707,813+707,813026,5292.71%+26,529
REPUBLIC SVCS INC(RSG)0132,081+132,081026,5272.71%+26,527
HORMEL FOODS CORP(HRL)0836,187+836,187026,5072.71%+26,507
WASTE MGMT INC DEL(WM)0125,232+125,232025,9982.66%+25,998
MONDELEZ INTL INC(MDLZ)0346,349+346,349025,5162.61%+25,516
SYSCO CORP(SYY)0322,197+322,197025,1512.57%+25,151
PEPSICO INC(PEP)0140,134+140,134023,8302.44%+23,830
MICROSOFT CORP(MSFT)049,506+49,506021,3032.18%+21,303
CASEYS GEN STORES INC(CASY)048,377+48,377018,1761.86%+18,176
AMDOCS LTD(DOX)0206,191+206,191018,0381.84%+18,038
VERIZON COMMUNICATIONS INC(VZ)0207,631+207,63109,3250.95%+9,325
GILEAD SCIENCES INC(GILD)0101,312+101,31208,4940.87%+8,494
NORTHWESTERN CORP(NWE)0140,797+140,79708,0560.82%+8,056
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
0117,306+117,30607,8910.81%+7,891
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
069,929+69,92907,3190.75%+7,319
SELECT SECTOR SPDR TR
ST STR CARE ETF
046,547+46,54707,1690.73%+7,169
BCE INC(BCE)0196,925+196,92506,8550.70%+6,855
INVESCO EXCHANGE TRADED FD
S&P MDCP QUALITY
060,884+60,88406,2450.64%+6,245
NEXTERA ENERGY INC(NEE)070,284+70,28405,9410.61%+5,941
RAYTHEON TECHNOLOGIES CORP(RTX)045,729+45,72905,5410.57%+5,541
COLGATE PALMOLIVE CO(CL)052,328+52,32805,4320.56%+5,432
AMAZON COM INC(AMZN)028,894+28,89405,3840.55%+5,384
AFLAC INC(AFL)046,784+46,78405,2300.53%+5,230
BROADCOM INC(AVGO)029,961+29,96105,1680.53%+5,168
APPLE INC(AAPL)021,943+21,94305,1130.52%+5,113
WALMART INC(WMT)063,076+63,07605,0930.52%+5,093
AMERICAN CENTY ETF TR052,718+52,71805,0580.52%+5,058
CATERPILLAR INC DEL(CAT)012,785+12,78505,0000.51%+5,000
BLACKROCK INC(BLK)05,079+5,07904,8220.49%+4,822
GOLDMAN SACHS GROUP INC(GS)09,565+9,56504,7360.48%+4,736
EXTRA SPACE STORAGE INC(EXR)026,269+26,26904,7330.48%+4,733
COSTCO WHSL CORP NEW(COST)05,301+5,30104,6990.48%+4,699
HOME DEPOT INC(HD)011,471+11,47104,6480.48%+4,648
TJX COS INC NEW(TJX)038,965+38,96504,5800.47%+4,580
JPMORGAN CHASE & CO(JPM)021,667+21,66704,5690.47%+4,569
TRAVELERS COMPANIES INC(TRV)019,460+19,46004,5560.47%+4,556
REALTY INCOME CORP(O)071,363+71,36304,5260.46%+4,526
PROLOGIS INC(PLD)035,750+35,75004,5150.46%+4,515
UNITEDHEALTH GROUP INC(UNH)07,697+7,69704,5000.46%+4,500
FIRST INDL RLTY TR INC(FR)078,880+78,88004,4160.45%+4,416
TEXAS INSTRS INC(TXN)021,319+21,31904,4040.45%+4,404
AMGEN INC(AMGN)013,631+13,63104,3920.45%+4,392
HEALTHCARE RLTY TR(HR)0240,394+240,39404,3630.45%+4,363
MEDTRONIC PLC(MDT)047,221+47,22104,2510.43%+4,251
DEERE & CO(DE)010,100+10,10004,2150.43%+4,215
INTUIT(INTU)06,729+6,72904,1790.43%+4,179
TYSON FOODS INC(TSN)069,726+69,72604,1530.42%+4,153
ANTHEM INC(ELV)07,983+7,98304,1510.42%+4,151
HERSHEY CO(HSY)020,992+20,99204,0260.41%+4,026
BAXTER INTL INC0104,644+104,64403,9730.41%+3,973
HONEYWELL INTL INC(HON)018,935+18,93503,9140.40%+3,914
CHEVRON CORP NEW(CVX)025,305+25,30503,7270.38%+3,727
MERCK & CO INC(MRK)032,331+32,33103,6720.38%+3,672
LAMB WESTON HLDGS INC(LW)043,925+43,92502,8440.29%+2,844
VANECK ETF TRUST
MRNGSTR WDE MOAT
029,273+29,27302,8380.29%+2,838
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
039,380+39,38002,7050.28%+2,705
PROSHARES TR
S&P TECH DIVIDEN
033,630+33,63002,5920.26%+2,592
INVESCO EXCHANGE TRADED FD T041,739+41,73902,5480.26%+2,548
SPDR SERIES TRUST
ST STR SP DIV
017,919+17,91902,5450.26%+2,545
INVESCO EXCHANGE TRADED FD T035,143+35,14302,5210.26%+2,521
PROSHARES TR
S&P 500 DV ARIST
023,562+23,56202,5150.26%+2,515
SCHWAB STRATEGIC TR027,053+27,05302,2870.23%+2,287
INVESCO EXCH TRADED FD TR
S&P SMALLCAP 600
049,602+49,60202,2670.23%+2,267
CAVA GROUP INC(CAVA)013,318+13,31801,6490.17%+1,649
VANGUARD WORLD FDS
CONSUM STP ETF
07,355+7,35501,6070.16%+1,607
SPDR SERIES TRUST
ST STR SP TELCO
014,660+14,66001,4750.15%+1,475
ISHARES TR10,15510,132-2311,3370.14%+1,335
GOLDMAN SACHS ETF TR11,61611,658+4211,3170.13%+1,315
ISHARES TR13,49313,653+16011,3040.13%+1,303
INVESCO QQQ TR2,6572,665+811,3010.13%+1,300
SPDR INDEX SHS FDS
ST PORT MARK ETF
030,949+30,94901,2780.13%+1,278
LANTHEUS HLDGS INC(LNTH)11,19210,491-70111,1510.12%+1,150
ADVANCED MICRO DEVICES INC(AMD)06,289+6,28901,0320.11%+1,032
SALESFORCE INC(CRM)3,7923,697-9511,0120.10%+1,011
FIRST SOLAR INC(FSLR)4,2954,050-24511,0100.10%+1,009
ALPHABET INC(GOOG)05,867+5,86709810.10%+981
CROWDSTRIKE HLDGS INC(CRWD)03,460+3,46009700.10%+970
ALIBABA GROUP HLDG LTD(BABA)9,2298,984-24519530.10%+953
MERCADOLIBRE INC(MELI)447423-2418680.09%+867
UNILEVER PLC(UL)14,08013,360-72018680.09%+867
DOMINION ENERGY INC(D)15,67414,963-71118650.09%+864
INGREDION INC(INGR)6,3456,079-26618350.09%+835
KRATOS DEFENSE & SEC SOLUTIO(KTOS)37,59035,734-1,85618330.09%+832
EINSURANCE GRP OF AMERICA I(RGA)4,0133,817-19618320.09%+831
INTUITIVE SURGICAL INC1,8091,672-13718210.08%+821
SOUTHWEST GAS HOLDINGS INC(SWX)010,933+10,93308060.08%+806
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