Fund HoldingsArmstrong, Fleming & Moore, Inc

Total Portfolio Value
$103.15M
Total Bought
$2.12M
Total Sold
$6.28M
Net Transaction
-$4.16M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR04,735+4,73502360.23%+236
SCIENCE APPLICATIONS INTL CO(SAIC)38,09342,787+4,6944,2854,5164.38%+231
EXXON MOBIL CORP19,96619,976+102,1412,3492.28%+207
SPLUNK INC5,1235,12305437490.73%+206
MARRIOTT INTL INC NEW(MAR)13,85213,679-1732,5442,6892.61%+144
CHEVRON CORP NEW(CVX)12,18412,18401,9172,0541.99%+137
CHARTER COMMUNICATIONS INC N(CHTR)1,6841,68406197410.72%+122
GEOPARK LTD162,591168,555+5,9641,6111,7331.68%+121
T ROWE PRICE ETF INC
PRICE BLUE CHIP
232,416242,859+10,4436,4806,5966.39%+116
NVIDIA CORPORATION(NVDA)1,6021,810+2086787870.76%+110
ALPHABET INC(GOOG)9,1609,16001,0961,1991.16%+102
NOVO-NORDISK A S(NVO)2,1644,658+2,4943504240.41%+73
FIRST MID ILL BANCSHARES INC(FMBH)24,93024,93006026620.64%+60
ELI LILLY & CO(LLY)76076003574080.40%+52
BERKSHIRE HATHAWAY INC DEL5,5385,53801,8881,9401.88%+51
EMERSON ELEC CO(EMR)9,2249,154-708348840.86%+50
CATERPILLAR INC(CAT)1,6211,62103994430.43%+44
BLACKSTONE INC(BX)3,0003,00002793210.31%+43
BERKSHIRE HATHAWAY INC DEL3301,5531,5941.55%+41
ALPHABET INC(GOOG)6,6006,360-2407988390.81%+40
ABBVIE INC(ABBV)3,2013,155-464314700.46%+39
INTERNATIONAL BUSINESS MACHS(IBM)5,5055,50507377720.75%+36
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
48,31851,068+2,7501,2191,2511.21%+32
PALANTIR TECHNOLOGIES INC(PLTR)34,75034,75005335560.54%+23
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
13,56114,736+1,1753483700.36%+22
CISCO SYS INC(CSCO)9,9269,866-605145300.51%+17
GENERAL ELECTRIC CO(GE)3,0723,198+1263373530.34%+16
COSTCO WHSL CORP NEW(COST)3,5253,383-1421,8981,9111.85%+13
M & T BK CORP(MTB)3,9863,98604935040.49%+11
DUPONT DE NEMOURS INC(DD)2,8362,83602032120.21%+9
MASTERCARD INCORPORATED(MA)80080003153170.31%+2
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
47,42048,514+1,0941,2821,2841.25%+2
AMERIPRISE FINL INC(AMP)1,0001,00003323300.32%-2
WEWORK INC10,0000-10,00030-3
DUKE ENERGY CORP NEW(DUK)2,4172,41702172130.21%-4
JPMORGAN CHASE & CO(JPM)10,19510,19501,4831,4781.43%-4
UNION PAC CORP(UNP)5,6285,629+11,1521,1461.11%-6
VISA INC(V)1,0971,09702602520.24%-8
HOME DEPOT INC(HD)1,0131,015+23153070.30%-8
PNC FINL SVCS GROUP INC(PNC)3,1613,16103983880.38%-10
SALESFORCE INC(CRM)1,2491,24902642530.25%-11
ISHARES TR13,21813,318+1005345180.50%-16
AMAZON COM INC(AMZN)10,34410,483+1391,3481,3331.29%-16
3M CO(MMM)2,6222,62202622450.24%-17
COLGATE PALMOLIVE CO(CL)3,0203,021+12332150.21%-18
ACCENTURE PLC IRELAND
SHS CLASS A
1,1781,117-613633430.33%-21
SOUTHERN CO(SO)3,8793,87902732510.24%-21
BOEING CO(BA)1,2001,20002532300.22%-23
ISHARES TR
CORE MSCI EAFE
7,9217,92105355100.49%-25
WEC ENERGY GROUP INC(WEC)3,5943,608+143172910.28%-27
WARNER BROS DISCOVERY INC(WBD)17,52417,265-2592201870.18%-32
CSX CORP(CSX)9,7509,751+13323000.29%-33
AIR PRODS & CHEMS INC2,0642,06406185850.57%-33
ISHARES TR1,8801,88004564210.41%-35
COCA COLA CO(KO)8,4968,497+15124760.46%-36
MCDONALDS CORP(MCD)1,1371,13703393000.29%-40
PFIZER INC(PFE)12,13512,13504454030.39%-43
PPG INDS INC(PPG)2,3912,39103553100.30%-44
ISHARES INC
CORE MSCI EMKT
26,11026,11001,2871,2431.20%-44
BRISTOL-MYERS SQUIBB CO(BMY)8,1498,14905214730.46%-48
BIOGEN INC(BIIB)1,7331,73304944460.43%-48
FS CREDIT OPPORTUNITIES CORP(FSCO)10,3570-10,357490-49
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
40,40140,475+749819280.90%-54
NETFLIX INC(NFLX)94094004143550.34%-59
AT&T INC(T)64,34064,34001,0269660.94%-60
DISNEY WALT CO(DIS)7,5667,56606756130.59%-62
HONEYWELL INTL INC(HON)3,1803,182+26605880.57%-72
IQVIA HLDGS INC(IQV)2,6472,64705955210.50%-74
RTX CORPORATION(RTX)3,0283,02802972180.21%-79
ISHARES TR8,9908,99008587760.75%-82
PEPSICO INC(PEP)5,2775,27709778940.87%-83
GENERAL MLS INC(GIS)6,8166,81605234360.42%-87
PROCTER AND GAMBLE CO(PG)13,25413,001-2532,0111,8961.84%-115
MICROSOFT CORP(MSFT)4,7314,732+11,6111,4941.45%-117
TESLA INC(TSLA)9,2769,207-692,4282,3042.23%-124
MERCK & CO INC(MRK)8,4438,058-3859748300.80%-145
VERIZON COMMUNICATIONS INC(VZ)26,41125,449-9629828250.80%-157
ISHARES TR3,6051,985-1,6203752040.20%-171
NEXTERA ENERGY INC(NEE)10,25610,118-1387615800.56%-181
ZILLOW GROUP INC(Z)4,0000-4,0002010-201
JOHNSON & JOHNSON(JNJ)15,12514,711-4142,5032,2912.22%-212
LOCKHEED MARTIN CORP(LMT)4860-4862240-224
SHELL PLC(SHEL)3,9690-3,9692400-240
SPDR SER TR
ST NUVE TERM ETF
10,5635,411-5,1524972500.24%-247
REALTY INCOME CORP(O)19,60118,136-1,4651,1729060.88%-266
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
509,915526,413+16,49811,99311,44411.10%-549
WP CAREY INC(WPC)64,02663,155-8714,3263,4153.31%-910
APPLE INC(AAPL)102,841100,869-1,97219,94817,27016.74%-2,678
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