Fund HoldingsMWA Asset Management

Total Portfolio Value
$150.38M
Total Bought
$11.96M
Total Sold
$8.12M
Net Transaction
+$3.84M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
3M CO(MMM)19,67819,896+2182,0112,7201.81%+709
FEDEX CORP(FDX)02,406+2,40606580.44%+658
CATERPILLAR INC(CAT)011,239+11,23904,3962.92%+4,396
LENDINGTREE INC NEW021,728+21,72801,2610.84%+1,261
UNITED RENTALS INC(URI)03,551+3,55102,8751.91%+2,875
APPLE INC(AAPL)27,96527,475-4905,8906,4024.26%+512
HOME DEPOT INC(HD)07,887+7,88703,1962.13%+3,196
BLACKSTONE INC(BX)016,152+16,15202,4731.64%+2,473
META PLATFORMS INC(META)8,1708,004-1664,1204,5823.05%+462
ABBVIE INC(ABBV)016,576+16,57603,2732.18%+3,273
DEERE & CO(DE)08,209+8,20903,4262.28%+3,426
RTX CORPORATION(RTX)17,01017,197+1871,7082,0841.39%+376
SPDR S&P 500 ETF TR(SPY)9101,509+5994958660.58%+370
SPDR SER TR
ST STR SP METAL
05,150+5,15003280.22%+328
UNITEDHEALTH GROUP INC(UNH)3,6473,716+691,8572,1731.44%+316
SERVICENOW INC(NOW)1,2531,402+1499861,2540.83%+268
LOCKHEED MARTIN CORP(LMT)2,0462,079+339561,2150.81%+259
ISHARES TR09,641+9,64102,1301.42%+2,130
WALMART INC(WMT)17,73017,961+2311,2011,4500.96%+250
GRAINGER W W INC(GWW)01,710+1,71001,7771.18%+1,777
NVIDIA CORPORATION(NVDA)34,64537,136+2,4914,2804,5103.00%+230
GLOBAL X FDS
DATA CTR DIG ETF
012,990+12,99002290.15%+229
NEXTERA ENERGY INC(NEE)02,707+2,70702290.15%+229
TRANE TECHNOLOGIES PLC(TT)1,3431,716+3734426670.44%+225
SPDR SER TR
ST STR P500GRW
02,660+2,66002210.15%+221
ISHARES TR02,262+2,26202170.14%+217
FIDELITY COVINGTON TRUST06,544+6,54402140.14%+214
WISDOMTREE TR(WT)04,071+4,07102080.14%+208
ISHARES TR0359+35902070.14%+207
SHERWIN WILLIAMS CO(SHW)0529+52902020.13%+202
CUMMINS INC(CMI)3,6043,676+729981,1900.79%+192
BROADCOM INC(AVGO)3,21931,028+27,8095,1675,3523.56%+185
ISHARES TR11,48211,689+2071,3861,5461.03%+159
PROSHARES TR
RUSS 2000 DIVD
3,7465,546+1,8002333840.26%+151
MCDONALDS CORP(MCD)02,633+2,63308020.53%+802
VERIZON COMMUNICATIONS INC(VZ)45,30944,824-4851,8692,0131.34%+145
INTERNATIONAL BUSINESS MACHS(IBM)2,6822,745+634646070.40%+143
ISHARES TR5,6915,760+691,4941,6361.09%+142
JPMORGAN CHASE & CO.(JPM)9,98710,251+2642,0202,1611.44%+141
SELECT SECTOR SPDR TR
ST STR UTIL ETF
8,7459,000+2555967270.48%+131
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
19,45319,532+792,0092,1391.42%+130
ISHARES TR15,30315,493+1901,6891,8171.21%+129
VISA INC(V)09,835+9,83502,7041.80%+2,704
MASTERCARD INCORPORATED(MA)1,9411,980+398569780.65%+121
TRAVELERS COMPANIES INC(TRV)3,6493,680+317428620.57%+120
COSTCO WHSL CORP NEW(COST)4,2404,199-413,6043,7232.48%+119
TRACTOR SUPPLY CO(TSCO)4,0634,131+681,0971,2020.80%+105
AUTOMATIC DATA PROCESSING IN2,4222,464+425786820.45%+104
ISHARES TR7,6347,591-431,1631,2660.84%+104
ISHARES TR21,27121,562+2911,2451,3440.89%+99
AMERICAN EXPRESS CO(AXP)2,4812,456-255746660.44%+92
SPDR SER TR
ST STR SP DIV
5,8015,786-157388220.55%+84
EXXON MOBIL CORP21,34221,666+3242,4572,5401.69%+83
PAYCHEX INC(PAYX)3,7843,931+1474495280.35%+79
SHOPIFY INC(SHOP)011,563+11,56309270.62%+927
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
7,1517,941+7902873630.24%+76
UBER TECHNOLOGIES INC(UBER)2,9143,777+8632122840.19%+72
STATE STR CORP(STT)4,3904,39003253880.26%+64
ACCENTURE PLC IRELAND
SHS CLASS A
03,066+3,06601,0840.72%+1,084
MONOLITHIC PWR SYS INC(MPWR)638630-85245820.39%+58
ISHARES TR
CORE DIV GRWTH
14,05013,817-2338098660.58%+57
DOW INC(DOW)037,696+37,69602,0591.37%+2,059
VANGUARD ADMIRAL FDS INC9481,071+1233163700.25%+54
LOWES COS INC(LOW)1,0531,05302322850.19%+53
DUKE ENERGY CORP NEW(DUK)3,2853,300+153293800.25%+51
VANGUARD INDEX FDS2,7672,768+15055560.37%+51
PACER FDS TR
US CASH COWS 100
9,6369,901+2655255730.38%+48
WILLIAMS SONOMA INC(WSM)2,1604,225+2,0656106550.44%+45
PIMCO DYNAMIC INCOME FD(PDI)15,51516,465+9502923340.22%+42
STARBUCKS CORP(SBUX)03,675+3,67503580.24%+358
DANAHER CORPORATION(DHR)1,2461,260+143113500.23%+39
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,9562,946-103603990.27%+39
AMGEN INC(AMGN)2,4292,469+407597950.53%+36
ISHARES TR4,3144,31403503800.25%+30
VANGUARD INDEX FDS1,7381,735-34354640.31%+29
VANGUARD SPECIALIZED FUNDS1,6811,696+153073360.22%+29
JOHNSON & JOHNSON(JNJ)1,6681,66802442700.18%+27
WISDOMTREE TR(WT)5,8945,834-604604850.32%+25
PROSHARES TR
S&P 500 DV ARIST
2,4602,445-152362610.17%+25
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
3,0003,00002462680.18%+22
TJX COS INC NEW(TJX)9,2478,847-4001,0181,0400.69%+22
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,2691,239-302322480.17%+17
AT&T INC(T)13,13912,153-9862512670.18%+16
ISHARES TR4,2393,980-2597407550.50%+16
BANK AMERICA CORP43,58944,058+4691,7341,7481.16%+15
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,9297,014+851,2041,2180.81%+14
PROCTER AND GAMBLE CO(PG)1,6291,62902692820.19%+13
VANGUARD WORLD FD1,6061,580-263173270.22%+10
PROSHARES TR
S&P TECH DIVIDEN
8,6498,489-1606456540.44%+9
ISHARES TR4,0454,000-453523570.24%+6
FIRST TR EXCHANGE-TRADED FD2,7962,730-665735780.38%+5
WASTE CONNECTIONS INC(WCN)4,9824,908-748748780.58%+4
PROSPECT CAP CORP(PSEC)53,00053,000053530.04%0
CITIGROUP INC(C)12,41212,585+1737887880.52%0
ISHARES TR4,9514,801-1501,8051,8031.20%-2
VANGUARD WORLD FD1,2231,186-373853820.25%-2
TARGET CORP(TGT)08,224+8,22401,2820.85%+1,282
FIDELITY COVINGTON TRUST5,3805,230-1502282240.15%-5
PFIZER INC(PFE)11,20010,665-5353133090.21%-5
VANGUARD WORLD FD
INF TECH ETF
604584-203483430.23%-6
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