Fund HoldingsSTAR Financial Bank

Total Portfolio Value
$97.49M
Total Bought
$1.09M
Total Sold
$10.47M
Net Transaction
-$9.37M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
DEERE & CO(DE)0689+68902600.27%+260
ELI LILLY & CO(LLY)0474+47402550.26%+255
NEXTERA ENERGY INC(NEE)04,435+4,43502540.26%+254
PUBLIC STORAGE INC(PSA)1,2531,888+6353664980.51%+132
ALPHABET INC(GOOG)11,40010,980-4201,3651,4371.47%+72
ABBVIE INC(ABBV)10,3929,561-8311,4001,4251.46%+25
WELLS FARGO & CO NEW(WFC)7,4578,257+8003183370.35%+19
MARRIOTT INTERNATIONAL INC (NEW)(MAR)2,3602,275-854344470.46%+14
EOG RESOURCES INC(EOG)2,8282,629-1993243330.34%+10
S & P SELECT ENERGY SPDR FUND
ST STR ENERG ETF
4,5704,186-3843713780.39%+7
NVIDIA CORP(NVDA)58058002452520.26%+7
CATERPILLAR INC(CAT)1,7721,622-1504364430.45%+7
CISCO SYSTEMS INC(CSCO)11,82311,395-4286126130.63%+1
JACOBS SOLUTIONS INC(J)2,2831,983-3002712710.28%-1
S & P SELECT FINANCIAL SPDR FUND
ST STR FINL ETF
9,4559,45503193140.32%-5
PRUDENTIAL FINANCIAL INC(PFH)3,1262,821-3052762680.27%-8
S & P SELECT HEALTHCARE SPDR FUND
ST STR CARE ETF
2,0602,06002732650.27%-8
JPM ULTRA -SHORT MUNI INCOME ETF
ULTRA SHT MUNCPL
7,7437,573-1703923820.39%-10
VANGUARD DIVIDEND APPRECIATION ETF2,1812,18103543390.35%-15
CHEVRONTEXACO CORP(CVX)6,9276,364-5631,0901,0731.10%-17
ZOETIS INC CLASS A(ZTS)2,2212,096-1253823650.37%-18
EMERSON ELECTRIC CO(EMR)6,8036,160-6436155950.61%-20
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND
COM SHS
7,4337,341-924964760.49%-20
S & P SELECT CONSUMER DISCRETIONARY SPDR FUND
ST STR DISCR ETF
2,2512,246-53823620.37%-21
ALTRIA GROUP INC(MO)5,7895,723-662622410.25%-22
GENERAL DYNAMICS CORP(GD)2,3122,152-1604974760.49%-22
US BANCORP(USB)8,2327,522-7102722490.26%-23
PAYCHEX INC(PAYX)6,4626,053-4097236980.72%-25
UNITEDHEALTH GROUP INC(UNH)2,0041,860-1449639380.96%-25
FT CBOE VEST US EQUITY BUFFER ETF-NOVEMBER
FT VEST US EQT
16,45216,286-1666626330.65%-30
STEEL DYNAMICS INC(STLD)17,58717,58701,9161,8861.93%-30
S & P SELECT TECHNOLOGY SPDR FUND
ST STR TECHN ETF
3,2223,22205605280.54%-32
INTERCONTINENTAL EXCHANGE GROUP(ICE)2,6202,395-2252962630.27%-33
ISHARES CORE S&P 500 ETF1,2551,224-315595260.54%-34
WALT DISNEY COMPANY(DIS)2,8462,714-1322542200.23%-34
Horizon Kinetics
HORI KI INFL ETF
29,61928,493-1,1269058670.89%-38
ENBRIDGE INC(ENB)7,2806,940-3402702300.24%-40
MORGAN STANLEY(MS)4,7904,515-2754093690.38%-40
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
23,94423,979+351,3251,2841.32%-41
DOW HLDGS INC(DOW)9,0998,570-5294854420.45%-43
BANK OF AMERICA CORP12,04311,043-1,0003463020.31%-43
ALPHABET INC(GOOG)4,4493,739-7105384930.51%-45
CVS HEALTH CORPORATION(CVS)8,9148,164-7506165700.58%-46
ISHARES MSCI EAFE ETF5,2194,762-4573783280.34%-50
CUMMINS INC(CMI)1,9091,815-944684150.43%-53
CITIGROUP INC(C)5,6614,973-6882612050.21%-56
APPLIED MATERIALS INC2,1141,763-3513062440.25%-61
JPMORGAN ULTRA SHORT INCOME ETF
ULTRA SHRT ETF
21,21019,949-1,2611,0631,0011.03%-62
S & P MATERIALS SELECT SPDR
ST STR MATER ETF
5,9705,503-4674954320.44%-62
INGREDION INC USD 0.01(INGR)3,8013,449-3524033390.35%-63
ISHARES S&P MIDCAP 400 GROWTH INDEX FUND23,12423,12401,7341,6701.71%-64
MEDTRONIC PLC ADR(MDT)4,8684,615-2534293620.37%-67
ACCENTURE PLC ADR
SHS CLASS A
1,3951,179-2164303620.37%-68
CADENCE DESIGN SYSTEMS INCORPORATED(CDNS)2,3242,029-2955454750.49%-70
SOUTHERN CO(SO)6,3225,774-5484443740.38%-70
ADOBE SYSTEMS INCORPORATED DELAWARE(ADBE)1,7321,517-2158477740.79%-73
MERCK & CO INC NEW(MRK)4,9944,682-3125764820.49%-94
VISA INC(V)4,4764,211-2651,0639690.99%-94
SPDR S&P MIDCAP 400 ETF TRUST(MDY)2,1362,032-1041,0239280.95%-95
UNITED PARCEL SERVICE INC(UPS)3,0522,849-2035474440.46%-103
TEXAS INSTRUMENTS INC(TXN)2,6122,248-3644703570.37%-113
ISHARES CORE S&P SMALL CAP ETF15,85315,550-3031,5801,4671.50%-113
JP MORGAN CHASE & CO(JPM)9,2988,546-7521,3521,2391.27%-113
STARBUCKS CORPORATION(SBUX)9,8869,422-4649798600.88%-119
PFIZER INC(PFE)19,34117,749-1,5927095890.60%-121
AMAZON COM INC(AMZN)11,66911,004-6651,5211,3991.43%-122
VERIZON COMMUNICATIONS INC(VZ)16,00014,500-1,5005954700.48%-125
ISHARES RUSSELL MID CAP VALUE ETF18,59318,336-2572,0421,9131.96%-129
PEPSICO INC(PEP)9,7769,902+1261,8111,6781.72%-133
HOME DEPOT INC(HD)4,2423,915-3271,3181,1831.21%-135
WASTE MANAGEMENT INC.(WM)4,6354,275-3608046520.67%-152
ISHARES RUSSELL 2000 ETF11,18810,979-2092,0951,9401.99%-155
GENUINE PARTS COMPANY(GPC)4,1463,712-4347025360.55%-166
MICROCHIP TECHNOLOGY INC(MCHP)9,6918,987-7048687010.72%-167
LOCKHEED MARTIN CORP(LMT)2,0441,891-1539417730.79%-168
BLACKROCK INC(BLK)2,0671,937-1301,4291,2521.28%-176
VANGUARD VALUE ETF32,13531,793-3424,5664,3854.50%-181
PROCTER & GAMBLE CO(PG)10,6649,825-8391,6181,4331.47%-185
GENERAL MOTORS CO COM(GM)5,3310-5,3312060-206
VANGUARD TOTAL STOCK MARKET ETF9440-9442080-208
MCDONALD'S CORP(MCD)3,7673,447-3201,1249080.93%-216
VANGUARD INFORMATION TECHNOLOGY
INF TECH ETF
4920-4922180-218
CROWN CASTLE INTERNATIONAL CORP(CCI)1,9400-1,9402210-221
JOHNSON & JOHNSON(JNJ)10,1249,277-8471,6761,4451.48%-231
VANGUARD SMALL CAP VIPER ETF16,19215,754-4383,2202,9793.06%-242
AMERICAN ELECTRIC POWER INC2,9200-2,9202460-246
HONEYWELL INTERNATIONAL INC(HON)6,9836,449-5341,4491,1911.22%-258
SPDR S&P DIVIDEND ETF
ST STR SP DIV
13,72411,989-1,7351,6821,3791.41%-303
MASCO CORPORATION(MAS)6,2500-6,2503590-359
ISHARES RUSSELL 1000 VALUE ETF28,49426,880-1,6144,4974,0814.19%-416
ISHARES CORE S&P MIDCAP ETF34,08533,850-2358,9138,4408.66%-472
MICROSOFT CORP(MSFT)13,09012,252-8384,4583,8693.97%-589
APPLE INC(AAPL)25,07023,225-1,8454,8633,9764.08%-886
ISHARES RUSSELL 1000 GROWTH ETF53,62851,650-1,97814,75713,73814.09%-1,019
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