Fund HoldingsLIBERTY ONE INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$810.37M
Total Bought
$114.48M
Total Sold
$16.30M
Net Transaction
+$98.17M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST LON TREAS ETF
01,332,600+1,332,600038,6724.77%+38,672
CARDINAL HEALTH INC(CAH)0309,072+309,072031,1543.84%+31,154
INTUIT(INTU)06,413+6,41304,0090.49%+4,009
WASTE MGMT INC DEL(WM)0139,531+139,531024,9903.08%+24,990
MCDONALDS CORP(MCD)091,841+91,841027,2323.36%+27,232
MICROSOFT CORP(MSFT)062,513+62,513023,5072.90%+23,507
REPUBLIC SVCS INC(RSG)0156,273+156,273025,7713.18%+25,771
EXTRA SPACE STORAGE INC(EXR)022,080+22,08003,5400.44%+3,540
LOCKHEED MARTIN CORP(LMT)056,967+56,967025,8203.19%+25,820
DUKE ENERGY CORP NEW(DUK)254,743263,124+8,38122,48425,5343.15%+3,050
CLOROX CO DEL(CLX)0174,565+174,565024,8913.07%+24,891
SYSCO CORP(SYY)0297,339+297,339021,7442.68%+21,744
SOUTHERN CO(SO)0362,786+362,786025,4393.14%+25,439
VANECK ETF TRUST
MRNGSTR WDE MOAT
030,417+30,41702,5820.32%+2,582
SCHWAB STRATEGIC TR033,176+33,17602,5260.31%+2,526
PROSHARES TR
S&P TECH DIVIDEN
034,301+34,30102,3870.29%+2,387
COCA COLA CO(KO)0428,939+428,939025,2773.12%+25,277
ALLIANT ENERGY CORP(LNT)0469,944+469,944024,1082.97%+24,108
LILLY ELI & CO(LLY)62,73660,976-1,76033,69735,5444.39%+1,846
KEURIG DR PEPPER INC(KDP)633,375652,356+18,98119,99621,7372.68%+1,741
MONDELEZ INTL INC(MDLZ)0327,963+327,963023,7542.93%+23,754
BROADCOM INC(AVGO)04,611+4,61105,1480.64%+5,148
VERIZON COMMUNICATIONS INC(VZ)0231,362+231,36208,7221.08%+8,722
STARBUCKS CORP(SBUX)0151,066+151,066014,5041.79%+14,504
AMDOCS LTD(DOX)0168,042+168,042014,7691.82%+14,769
JOHNSON & JOHNSON(JNJ)0153,475+153,475024,0562.97%+24,056
KIMBERLY CLARK CORP(KMB)0197,211+197,211023,9632.96%+23,963
BLACKROCK INC(BLK)4,0124,241+2292,5943,4430.42%+849
AMAZON COM INC(AMZN)30,35730,898+5413,8594,6950.58%+836
GILEAD SCIENCES INC(GILD)0101,794+101,79408,2461.02%+8,246
GOLDMAN SACHS GROUP INC(GS)8,1878,687+5002,6493,3510.41%+702
PROLOGIS INC(PLD)024,980+24,98003,3300.41%+3,330
JPMORGAN CHASE & CO(JPM)20,58421,525+9412,9853,6610.45%+676
PROCTER & GAMBLE CO(PG)0175,568+175,568025,7283.17%+25,728
COSTCO WHSL CORP NEW(COST)5,3405,555+2153,0173,6670.45%+650
RAYTHEON TECHNOLOGIES CORP(RTX)039,664+39,66403,3370.41%+3,337
LAMB WESTON HLDGS INC(LW)030,974+30,97403,3480.41%+3,348
TRAVELERS COMPANIES INC(TRV)15,62916,572+9432,5523,1570.39%+604
HOME DEPOT INC(HD)8,9829,519+5372,7143,2990.41%+585
NORTHWESTERN CORP(NWE)0140,743+140,74307,1620.88%+7,162
REALTY INCOME CORP(O)048,138+48,13802,7640.34%+2,764
COLGATE PALMOLIVE CO(CL)047,480+47,48003,7850.47%+3,785
PEPSICO INC(PEP)0125,869+125,869021,3782.64%+21,378
HONEYWELL INTL INC(HON)014,718+14,71803,0860.38%+3,086
APPLE INC(AAPL)019,635+19,63503,7800.47%+3,780
HEALTHCARE RLTY TR(HR)0150,644+150,64402,5960.32%+2,596
CROWDSTRIKE HLDGS INC(CRWD)6,9446,518-4261,1621,6640.21%+502
FIRST INDL RLTY TR INC(FR)058,076+58,07603,0590.38%+3,059
CATERPILLAR INC DEL(CAT)12,21912,738+5193,3363,7660.46%+430
BCE INC(BCE)0198,935+198,93507,8340.97%+7,834
TEXAS INSTRS INC(TXN)017,329+17,32902,9540.36%+2,954
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
80,02478,358-1,6667,3017,6820.95%+381
ANTHEM INC(ELV)5,6566,011+3552,4632,8350.35%+372
AMGEN INC(AMGN)10,94111,475+5342,9413,3050.41%+364
NEXTERA ENERGY INC(NEE)038,967+38,96702,3670.29%+2,367
TYSON FOODS INC(TSN)42,77246,727+3,9552,1602,5120.31%+352
AFLAC INC(AFL)41,01542,276+1,2613,1483,4880.43%+340
MERCK & CO INC(MRK)028,033+28,03303,0560.38%+3,056
DEERE & CO(DE)6,9677,415+4482,6292,9650.37%+336
MEDTRONIC PLC(MDT)034,192+34,19202,8170.35%+2,817
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
116,387113,631-2,7565,8246,1450.76%+321
SELECT SECTOR SPDR TR
ST STR CARE ETF
51,14850,550-5986,5856,8940.85%+309
TJX COS INC NEW(TJX)36,33937,693+1,3543,2303,5360.44%+306
UNITEDHEALTH GROUP INC(UNH)5,3755,664+2892,7102,9820.37%+272
BAXTER INTL INC060,698+60,69802,3470.29%+2,347
LULULEMON ATHLETICA INC(LULU)2,5802,452-1289951,2540.15%+259
KRATOS DEFENSE & SEC SOLUTIO(KTOS)57,38954,398-2,9918621,1040.14%+242
SUNRUN INC(RUN)034,434+34,43406760.08%+676
TWILIO INC(TWLO)013,891+13,89101,0540.13%+1,054
UBS GROUP AG(UBS)38,64936,384-2,2659531,1240.14%+172
IMMUNITYBIO INC(IBRX)047,687+47,68702390.03%+239
SPDR SERIES TRUST
ST STR SP DIV
018,549+18,54902,3180.29%+2,318
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
040,526+40,52602,2110.27%+2,211
SENTINELONE INC(S)11,84311,409-4342003130.04%+113
INVESCO EXCHANGE TRADED FD T043,017+43,01702,2880.28%+2,288
PROSHARES TR
S&P 500 DV ARIST
025,131+25,13102,3920.30%+2,392
SPDR SERIES TRUST
ST STR SP TELCO
013,513+13,51301,0810.13%+1,081
WALMART INC(WMT)18,73119,592+8612,9963,0890.38%+93
WP CAREY INC(WPC)010,087+10,08706540.08%+654
IQVIA HLDGS INC(IQV)03,381+3,38107820.10%+782
UPSTART HLDGS INC(UPST)5,7176,013+2961632460.03%+83
INTUITIVE SURGICAL INC02,637+2,63708900.11%+890
INVESCO EXCHANGE TRADED FD T036,277+36,27702,2730.28%+2,273
ADVANCED MICRO DEVICES INC(AMD)1,7861,793+71842640.03%+81
SNAP ON INC(SNA)02,976+2,97608600.11%+860
CRISPR THERAPEUTICS AG(CRSP)3,3763,416+401532140.03%+61
VISA INC(V)3,4383,268-1707918510.11%+60
ENPHASE ENERGY INC(ENPH)04,995+4,99506600.08%+660
CHEWY INC(CHWY)06,483+6,48301530.02%+153
INNOVATIVE INDL PPTYS INC(IIPR)2,5762,501-751952520.03%+57
SNOWFLAKE INC(SNOW)1,1321,146+141732280.03%+55
CITIZENS FINANCIAL GROUP INC(CFG)9,2099,106-1032473020.04%+55
MADRIGAL PHARMACEUTICALS INC(MDGL)0552+55201280.02%+128
ELASTIC N V
ORD SHS
2,1021,968-1341712220.03%+51
NATIONAL GRID PLC(NGG)011,278+11,27807670.09%+767
EINSURANCE GRP OF AMERICA I(RGA)5,5815,308-2738108590.11%+48
ANAVEX LIFE SCIENCES CORP14,79715,462+665971440.02%+47
SERVICENOW INC(NOW)365355-102042510.03%+47
INGREDION INC(INGR)07,948+7,94808630.11%+863
AES CORP(AES)8,9769,305+3291361790.02%+43
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