Fund HoldingsAltrius Capital Management Inc

Total Portfolio Value
$337.10M
Total Bought
$337.10M
Total Sold
$337.53M
Net Transaction
-$434.4K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
EATON CORP PLC SHS(ETN)038,670+38,67008,2482.45%+8,248
STELLANTIS NV(STLA)0406,409+406,40907,7752.31%+7,775
TOYOTA MOTOR CORP ADR(TM)042,980+42,98007,7262.29%+7,726
BAE SYSTEMS PLC(BAESF)0151,946+151,94607,5142.23%+7,514
TOTALENERGIES SE(TTE)0110,518+110,51807,2682.16%+7,268
BNP PARIBAS SA0226,560+226,56007,1932.13%+7,193
SANOFI SPONSORED ADR(SNY)0132,993+132,99307,1342.12%+7,134
NOVARTIS A G SPONSORED ADR(NVS)070,028+70,02807,1332.12%+7,133
BP PLC SPONS ADR(BP)0184,220+184,22007,1332.12%+7,133
SIEMENS A.G. ADR099,639+99,63907,1192.11%+7,119
LYONDELLBASELL INDUSTRIES NV
SHS - A -
070,808+70,80806,7061.99%+6,706
AXA SA SPONSORED ADR0223,499+223,49906,6471.97%+6,647
ASTRAZENECA PLC SPONSORED ADR(AZN)098,084+98,08406,6421.97%+6,642
GSK PLC(GSK)0181,497+181,49706,5791.95%+6,579
BANCO BILBAO VIZCAYA ARGENTARI(BBVA)0786,565+786,56506,3321.88%+6,332
DEUTSCHE POST AG0151,578+151,57806,1511.82%+6,151
MANULIFE FINL CORP COM(MFC)0335,007+335,00706,1241.82%+6,124
AMCOR PLC0667,374+667,37406,1131.81%+6,113
NESTLE S A SPONSORED ADR053,572+53,57206,0631.80%+6,063
BRITISH AMERICAN TOBACCO PLC S(BTI)0187,994+187,99405,9051.75%+5,905
PRUDENTIAL PLC0268,224+268,22405,8791.74%+5,879
ROCHE HOLDINGS LTD0171,062+171,06205,8041.72%+5,804
ROYAL BANK OF CANADA(RY)065,625+65,62505,7381.70%+5,738
POSCO SPONSORED ADR(PKX)055,636+55,63605,7031.69%+5,703
BAYER AG0458,736+458,73605,5051.63%+5,505
BROADCOM INC(AVGO)06,157+6,15705,1151.52%+5,115
CATERPILLAR INC COM(CAT)017,269+17,26904,7151.40%+4,715
RYDER SYSTEM INC COM(R)042,660+42,66004,5631.35%+4,563
PHILLIPS 66 COM(PSX)037,664+37,66404,5251.34%+4,525
INTEL CORP COM(INTC)0119,479+119,47904,2471.26%+4,247
CISCO SYS INC COM(CSCO)078,291+78,29104,2091.25%+4,209
EXXON MOBIL CORPORATION COM034,322+34,32204,0361.20%+4,036
PACKAGING CORP AMER COM(PKG)026,100+26,10004,0081.19%+4,008
JPMORGAN CHASE & CO COM(JPM)027,315+27,31503,9611.18%+3,961
CARDINAL HEALTH INC COM(CAH)045,489+45,48903,9491.17%+3,949
PHILIP MORRIS INTL COM(PM)042,524+42,52403,9371.17%+3,937
EMERSON ELEC CO COM(EMR)040,215+40,21503,8841.15%+3,884
AMERICAN INTL GROUP INC COM062,104+62,10403,7641.12%+3,764
CIGNA CORP COM(CI)012,661+12,66103,6221.07%+3,622
INTERNATIONAL PAPER CO COM(IP)0101,995+101,99503,6181.07%+3,618
CHEVRON CORP NEW COM(CVX)021,333+21,33303,5971.07%+3,597
MERCK & CO INC NEW COM(MRK)034,909+34,90903,5941.07%+3,594
INTL BUSINESS MACHINES COM(IBM)025,391+25,39103,5621.06%+3,562
GILEAD SCIENCES INC COM(GILD)046,862+46,86203,5121.04%+3,512
ALTRIA GROUP INC COM(MO)083,374+83,37403,5061.04%+3,506
DOW INC COM(DOW)067,868+67,86803,4991.04%+3,499
JOHNSON & JOHNSON COM(JNJ)022,450+22,45003,4971.04%+3,497
US BANCORP COM (NEW)(USB)0105,306+105,30603,4811.03%+3,481
PROCTER GAMBLE CO COM(PG)023,796+23,79603,4711.03%+3,471
LEGGETT & PLATT INC COM(LEG)0135,092+135,09203,4331.02%+3,433
ABBVIE INC COM(ABBV)022,699+22,69903,3841.00%+3,384
V F CORP COM(VFC)0191,147+191,14703,3781.00%+3,378
WALGREENS BOOTS ALLIANCE INC0151,419+151,41903,3681.00%+3,368
VERIZON COMMUNICATIONS COM(VZ)0102,221+102,22103,3130.98%+3,313
GENERAL DYNAMICS CORP COM(GD)014,882+14,88203,2890.98%+3,289
THE PNC FINANCIAL SERVICES GRO(PNC)026,689+26,68903,2770.97%+3,277
PEPSICO INC COM(PEP)019,182+19,18203,2500.96%+3,250
TYSON FOODS INC CL A(TSN)064,089+64,08903,2360.96%+3,236
PFIZER INC COM(PFE)097,233+97,23303,2250.96%+3,225
KRAFT HEINZ CO COM(KHC)095,776+95,77603,2220.96%+3,222
FRANKLIN RESOURCES INC COM(BEN)0130,356+130,35603,2040.95%+3,204
BOSTON PROPERTIES INC COM(BXP)053,692+53,69203,1940.95%+3,194
CITIGROUP INC COM NEW(C)077,100+77,10003,1710.94%+3,171
BRISTOL MYERS SQUIBB CO COM(BMY)054,142+54,14203,1420.93%+3,142
LOCKHEED MARTIN COM(LMT)07,636+7,63603,1230.93%+3,123
EASTMAN CHEMICAL CO COM(EMN)040,700+40,70003,1230.93%+3,123
BANK OF AMERICA CORP COM0113,563+113,56303,1090.92%+3,109
3M CO COM(MMM)031,922+31,92202,9890.89%+2,989
PARAMOUNT GLOBAL0220,093+220,09302,8390.84%+2,839
BERKSHIRE HATHAWAY INC DEL CL06,841+6,84102,3960.71%+2,396
INVESCO BULLETSHARES 2025 HIGH041,647+41,64709360.28%+936
SPDR PORTFOLIO WORLD EX US ETF
ST STR PO EX ETF
029,154+29,15409040.27%+904
WISDOMTREE INTERNATIONAL LARGE(WT)017,245+17,24507870.23%+787
SPDR PORTFOLIO LARGE CAP ETF
ST STR P500ETF
015,649+15,64907870.23%+787
ORACLE CORP COM(ORCL)06,529+6,52906920.21%+692
ALTRIUS GLOBAL DIVIDEND ETF
ALTRIUS GBL DIV
023,340+23,34006850.20%+685
ELI LILLY & CO COM(LLY)01,170+1,17006280.19%+628
SPDR S&P 500 ETF TR TR UNIT(SPY)01,180+1,18005050.15%+505
APPLE INC COM(AAPL)02,884+2,88404940.15%+494
WISDOMTREE US AI ENHANCED VAL(WT)04,721+4,72104200.12%+420
SPDR PORTFOLIO S&P 500 HIGH DI
ST STR SP500DIV
011,312+11,31203970.12%+397
INVESCO BULLETSHARES 2026 HIGH016,626+16,62603760.11%+376
AFLAC INC CM(AFL)04,612+4,61203540.11%+354
MONDELEZ INTL INC CL A(MDLZ)05,059+5,05903510.10%+351
THE HERSHEY COMPANY COM(HSY)01,726+1,72603450.10%+345
ISHARES CORE S&P500 ETF0757+75703250.10%+325
SOUTHERN CO COM(SO)04,163+4,16302690.08%+269
PUBLIC SVC ENTERPRISE GROUP CO(PEG)04,300+4,30002450.07%+245
SPDR PORTFOLIO MID CAP ETF
ST STR P400MID
05,522+5,52202420.07%+242
TRUIST FINANCIAL CORPORATION(TFC)08,431+8,43102410.07%+241
MICROSOFT CORP COM(MSFT)0735+73502320.07%+232
ISHARES AGGRES ALLOC ETF03,355+3,35502130.06%+213
XECHEM INTL INC010,000+10,000000
XECHEM INTL INC10,0000-10,000000
INVESCO BULLETSHARES 2024 HIGH9,3020-9,3022090-209
ISHARES AGGRES ALLOC ETF3,4580-3,4582290-229
TRUIST FINANCIAL CORPORATION(TFC)8,4310-8,4312560-256
PUBLIC SVC ENTERPRISE GROUP CO(PEG)4,3000-4,3002690-269
INVESCO BULLETSHARES 2026 HIGH12,1600-12,1602770-277
SPDR PORTFOLIO MID CAP ETF
ST STR P400MID
6,3880-6,3882930-293
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