Fund HoldingsOneAscent Wealth Management LLC

Total Portfolio Value
$227.6K
Total Bought
$53.2K
Total Sold
$38.1K
Net Transaction
+$15.0K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TIMOTHY PLAN0246,281+246,281083.31%+8
TIMOTHY PLAN087,454+87,454031.19%+3
SOUTHERN CO(SO)040,317+40,317031.15%+3
APPLE INC(AAPL)014,212+14,212021.07%+2
US BANCORP DEL(USB)057,846+57,846020.84%+2
FIRST TR MORNINGSTAR DIVID L055,667+55,667020.82%+2
MICROSOFT CORP(MSFT)04,486+4,486010.62%+1
CHEVRON CORP NEW(CVX)06,428+6,428010.48%+1
PEPSICO INC(PEP)05,896+5,896010.44%+1
VANGUARD INDEX FDS02,446+2,446010.42%+1
VANGUARD SPECIALIZED FUNDS05,908+5,908010.41%+1
SHERWIN WILLIAMS CO(SHW)03,591+3,591010.40%+1
LOWES COS INC(LOW)04,322+4,322010.39%+1
AMAZON COM INC(AMZN)06,940+6,940010.39%+1
BERKSHIRE HATHAWAY INC DEL02,016+2,016010.31%+1
VANGUARD INDEX FDS03,065+3,065010.29%+1
ROPER TECHNOLOGIES INC(ROP)01,236+1,236010.26%+1
SCHWAB STRATEGIC TR08,325+8,325010.26%+1
GOLDMAN SACHS ETF TR06,923+6,923010.26%+1
AFLAC INC(AFL)07,292+7,292010.25%+1
BOEING CO(BA)02,923+2,923010.25%+1
ABRDN ETFS015,907+15,907010.23%+1
OLD DOMINION FREIGHT LINE IN(ODFL)01,224+1,224010.22%+1
PHILLIPS 66(PSX)04,114+4,114000.22%0
ISHARES INC05,111+5,111000.21%0
ADOBE INC(ADBE)0935+935000.21%0
COCA COLA CONS INC(COKE)0750+750000.21%0
ALPHABET INC(GOOG)3,9487,146+3,198010.41%0
SYNOPSYS INC(SNPS)0975+975000.20%0
TESLA INC(TSLA)1,6463,487+1,841010.38%0
FORD MTR CO DEL(F)035,490+35,490000.19%0
PALO ALTO NETWORKS INC(PANW)01,759+1,759000.18%0
LAM RESEARCH CORP(LRCX)0652+652000.18%0
GENERAL ELECTRIC CO(GE)03,538+3,538000.17%0
SCHWAB STRATEGIC TR08,040+8,040000.17%0
WALMART INC(WMT)02,440+2,440000.17%0
BANK AMERICA CORP013,949+13,949000.17%0
WELLS FARGO CO NEW(WFC)08,684+8,684000.16%0
GLADSTONE LD CORP024,563+24,563000.15%0
MCDONALDS CORP(MCD)01,307+1,307000.15%0
COCA COLA CO(KO)06,019+6,019000.15%0
TJX COS INC NEW(TJX)03,796+3,796000.15%0
WILLIAMS COS INC(WMB)09,911+9,911000.15%0
APPLIED MATLS INC02,391+2,391000.15%0
LITHIA MTRS INC(LAD)01,116+1,116000.15%0
FRANKLIN TEMPLETON ETF TR
SENIOR LOAN ETF
013,652+13,652000.14%0
KLA CORP(KLAC)0702+702000.14%0
METTLER TOLEDO INTERNATIONAL(MTD)0290+290000.14%0
SYSCO CORP(SYY)04,804+4,804000.14%0
INVESCO EXCHANGE TRADED FD T
ENERG EXPL ETF
09,055+9,055000.13%0
GILEAD SCIENCES INC(GILD)03,852+3,852000.13%0
ISHARES TR02,995+2,995000.12%0
BROADCOM INC(AVGO)0337+337000.12%0
CSX CORP(CSX)09,065+9,065000.12%0
XP INC(XP)011,957+11,957000.12%0
VMWARE INC01,652+1,652000.12%0
ARCHER DANIELS MIDLAND CO03,615+3,615000.12%0
NUCOR CORP(NUE)01,739+1,739000.12%0
YUM BRANDS INC(YUM)02,175+2,175000.12%0
VANGUARD TAX-MANAGED FDS06,137+6,137000.12%0
ELEVANCE HEALTH INC(ELV)0614+614000.12%0
FS KKR CAP CORP(FSK)013,035+13,035000.12%0
HALLIBURTON CO(HAL)06,555+6,555000.12%0
CONSOLIDATED EDISON INC(ED)03,077+3,077000.12%0
GALLAGHER ARTHUR J & CO(AJG)01,151+1,151000.12%0
BOOKING HOLDINGS INC(BKNG)97169+72010.23%0
EMERSON ELEC CO(EMR)02,666+2,666000.11%0
ISHARES TR05,150+5,150000.11%0
AIRBNB INC01,865+1,865000.11%0
EQUINIX INC(EQIX)0351+351000.11%0
LPL FINL HLDGS INC(LPLA)01,073+1,073000.11%0
NOVARTIS AG(NVS)02,456+2,456000.11%0
NU HLDGS LTD(NU)034,026+34,026000.11%0
KROGER CO(KR)05,463+5,463000.11%0
CATERPILLAR INC(CAT)0879+879000.11%0
ELI LILLY & CO(LLY)0444+444000.10%0
HOME DEPOT INC(HD)0782+782000.10%0
PROCTER AND GAMBLE CO(PG)01,615+1,615000.10%0
VANGUARD BD INDEX FDS03,357+3,357000.10%0
THE CIGNA GROUP(CI)0813+813000.10%0
ENCOMPASS HEALTH CORP(EHC)03,307+3,307000.10%0
D R HORTON INC(DHI)02,048+2,048000.10%0
XPO INC(XPO)02,945+2,945000.10%0
QUALCOMM INC(QCOM)01,970+1,970000.10%0
CMS ENERGY CORP(CMS)04,088+4,088000.10%0
ISHARES TR02,037+2,037000.09%0
LOCKHEED MARTIN CORP(LMT)0512+512000.09%0
COMCAST CORP NEW(CCZ)04,635+4,635000.09%0
DEERE & CO(DE)0544+544000.09%0
MASTERCARD INCORPORATED(MA)1,3681,819+451110.32%0
OREILLY AUTOMOTIVE INC(ORLY)265451+186000.18%0
TARGA RES CORP(TRGP)3,7564,385+629000.17%0
STERIS PLC(STE)1,9902,398+408010.23%0
META PLATFORMS INC(META)1,7591,895+136110.25%0
MARATHON PETE CORP(MPC)3,1372,703-434000.18%0
ISHARES TR
RUSEL 2500 ETF
5,1066,033+927000.15%0
DELL TECHNOLOGIES INC(DELL)3,8223,271-551000.10%0
UNITED CMNTY BKS BLAIRSVLE G(UCB)20,79020,7900110.23%0
VERTEX PHARMACEUTICALS INC(VRTX)1,1161,150+34000.18%0
COSTCO WHSL CORP NEW(COST)782756-26000.19%0
Page 1 of 1