Fund HoldingsReliant Investment Partners, LLC

Total Portfolio Value
$98.09M
Total Bought
$3.48M
Total Sold
$18.79M
Net Transaction
-$15.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CORCEPT THERAPEUTICS INC(CORT)5,2525,207-452655950.61%+330
DUKE ENERGY CORP NEW(DUK)70,67265,095-5,5777,6147,9408.09%+325
ABBVIE INC(ABBV)7,5077,684+1771,3341,6101.64%+276
BERKSHIRE HATHAWAY INC DEL2,8732,896+231,3021,5421.57%+240
BOSTON SCIENTIFIC CORP(BSX)02,350+2,35002370.24%+237
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,677+4,67702330.24%+233
NUTANIX INC(NTNX)03,200+3,20002230.23%+223
NRG ENERGY INC(NRG)02,192+2,19202090.21%+209
SPDR GOLD TR(GLD)2,4302,720+2905887840.80%+195
ELI LILLY & CO(LLY)3,2073,181-262,4762,6272.68%+151
EXXON MOBIL CORP13,34513,315-301,4361,5841.61%+148
CVS HEALTH CORP(CVS)6,0006,00002694070.41%+137
AT&T INC(T)20,74721,259+5124726010.61%+129
ABBOTT LABS5,7445,857+1136507770.79%+127
JPMORGAN CHASE & CO.(JPM)2,2012,597+3965286370.65%+109
JOHNSON & JOHNSON(JNJ)4,1894,188-16066950.71%+89
PHILIP MORRIS INTL INC(PM)2,3042,306+22773660.37%+89
GE AEROSPACE(GE)2,5002,492-84174990.51%+82
WASTE MGMT INC DEL(WM)1,9002,002+1023834630.47%+80
ALTRIA GROUP INC(MO)9,6909,668-225075800.59%+74
CHEVRON CORP NEW(CVX)2,9542,955+14284940.50%+66
KLA CORP(KLAC)1,2441,24407848460.86%+62
OREILLY AUTOMOTIVE INC(ORLY)243242-12883470.35%+59
SOUTHERN CO(SO)6,1156,041-745035550.57%+52
REALTY INCOME CORP(O)04,508+4,50802620.27%+262
SCHLUMBERGER LTD(SLB)10,22510,22503924270.44%+35
COCA COLA CO(KO)4,4704,285-1852783070.31%+29
CISCO SYS INC(CSCO)11,26811,26806676950.71%+28
MIRUM PHARMACEUTICALS INC(MIRM)6,9756,97502883140.32%+26
CHUBB LIMITED
COM
1,1751,160-153253500.36%+26
CROWDSTRIKE HLDGS INC(CRWD)4,7964,727-691,6411,6671.70%+26
MASTERCARD INCORPORATED(MA)2,2612,215-461,1911,2141.24%+24
STARBUCKS CORP(SBUX)3,3003,30003013240.33%+23
BRISTOL-MYERS SQUIBB CO(BMY)03,771+3,77102300.23%+230
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,7082,699-93733940.40%+22
COSTCO WHSL CORP NEW(COST)652650-25976150.63%+17
META PLATFORMS INC(META)1,3661,417+518008170.83%+17
AFLAC INC(AFL)02,118+2,11802360.24%+236
UNION PAC CORP(UNP)1,9401,94004424580.47%+16
TRACTOR SUPPLY CO(TSCO)8,3258,300-254424570.47%+16
DOMINION ENERGY INC(D)04,283+4,28302400.24%+240
OXFORD SQUARE CAP CORP011,002+11,0020290.03%+29
VANGUARD WHITEHALL FDS3,7363,711-254774790.49%+2
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
2,4142,619+2052982980.30%-0
PROCTER AND GAMBLE CO(PG)2,7352,684-514594570.47%-1
OPUS GENETICS INC010,000+10,0000100.01%+10
NEXTERA ENERGY INC(NEE)6,1566,15604414360.44%-5
VERIZON COMMUNICATIONS INC(VZ)22,28219,532-2,7508918860.90%-5
ISHARES TR2,6012,501-1002782720.28%-6
ISHARES TR
CR 5 10 YR ETF
9,3608,994-3663973900.40%-7
SELECT SECTOR SPDR TR
ST STR UTIL ETF
5,7915,467-3244384310.44%-7
VANGUARD BD INDEX FDS6,6356,435-2005135040.51%-9
SPDR S&P 500 ETF TR(SPY)47647602792660.27%-13
WISDOMTREE TR(WT)8,1828,111-714174020.41%-15
FIRST TR NASDAQ 100 TECH IND01,170+1,17002030.21%+203
ISHARES TR67967904003820.39%-18
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 VL
2,4942,479-153032830.29%-20
ISHARES TR02,030+2,03002120.22%+212
RPM INTL INC(RPM)2,9672,96703653430.35%-22
PARKER-HANNIFIN CORP(PH)799795-45084830.49%-25
SHOPIFY INC(SHOP)2,3902,365-252542290.23%-25
HOME DEPOT INC(HD)1,1811,18104594330.44%-27
SPDR SER TR
ST STR P500ETF
10,49410,49407236900.70%-33
PALO ALTO NETWORKS INC(PANW)2,9682,956-125405040.51%-36
PINNACLE FINL PARTNERS INC4,3004,30004924560.46%-36
VANGUARD INDEX FDS7,2087,212+41,9041,8651.90%-39
PFIZER INC(PFE)28,66328,012-6517607100.72%-51
ALPHABET INC(GOOG)1,3501,298-522572030.21%-54
CATERPILLAR INC(CAT)1,6701,67006065510.56%-55
PEPSICO INC(PEP)2,3051,878-4273502820.29%-69
TARGET CORP(TGT)2,0842,034-502822120.22%-69
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
8,5998,462-1378477750.79%-72
DIGITAL RLTY TR INC(DLR)2,2262,225-13953190.33%-76
MERCK & CO INC(MRK)9,1719,180+99128240.84%-88
ARES MANAGEMENT CORPORATION(ARES)2,7532,703-504873960.40%-91
ENBRIDGE INC(ENB)11,6619,068-2,5934954020.41%-93
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
5,6615,66106745790.59%-96
SALESFORCE INC(CRM)1,5901,565-255324200.43%-112
ALLSPRING UTILITIES AND HIGH000000
CSX CORP(CSX)36,96636,266-7001,1931,0671.09%-126
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
14,25713,482-7751,1199921.01%-126
ARISTA NETWORKS INC(ANET)4,6314,823+1925123740.38%-138
BLACKSTONE INC(BX)5,3215,322+19177440.76%-174
LOWES COS INC(LOW)13,84313,818-253,4173,2233.29%-194
CASEYS GEN STORES INC(CASY)000000
SNOWFLAKE INC(SNOW)1,5300-1,5302360-236
DECKERS OUTDOOR CORP(DECK)1,2090-1,2092460-246
PALANTIR TECHNOLOGIES INC(PLTR)3,6700-3,6702780-278
ALPHABET INC(GOOG)1,5320-1,5322900-290
CONSTRUCTION PARTNERS INC(ROAD)10,8759,325-1,5509626700.68%-292
PACCAR INC(PCAR)2,8120-2,8122930-293
GITLAB INC(GTLB)5,8020-5,8023270-327
MARVELL TECHNOLOGY INC(MRVL)3,1460-3,1463470-347
TRUIST FINL CORP(TFC)158,599158,271-3286,8806,5136.64%-367
TESLA INC(TSLA)2,7142,803+891,0967260.74%-370
FIDELITY COVINGTON TRUST15,83315,839+62,9272,5542.60%-373
VANGUARD INDEX FDS10,69310,444-2495,7625,3675.47%-394
INVESCO QQQ TR7,9507,800-1504,0643,6583.73%-407
CAVA GROUP INC(CAVA)3,6900-3,6904160-416
AMAZON COM INC(AMZN)12,01811,606-4122,6372,2082.25%-428
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