Fund HoldingsTHURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Total Portfolio Value
$595.30M
Total Bought
$134.91M
Total Sold
$16.55M
Net Transaction
+$118.37M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ELI LILLY & CO(LLY)13,08517,209+4,12410,10414,2162.39%+4,112
JPMORGAN CHASE & CO(JPM)11,38325,565+14,1822,7296,2721.05%+3,543
GRAINGER W W INC(GWW)2,9845,593+2,6093,1455,5250.93%+2,380
ABBOTT LABORATORIES18,97932,489+13,5102,1474,3100.72%+2,163
BERKSHIRE HATHAWAY INC9,97411,962+1,9884,5216,3711.07%+1,850
VANGUARD GROWTH ETF05,632+5,63202,0890.35%+2,089
BOSTON SCIENTIFIC CORP(BSX)020,895+20,89502,1080.35%+2,108
CINTAS CORP(CTAS)19,14724,810+5,6633,4985,0990.86%+1,601
BROWN AND BROWN INC COM(BRO)29,74636,327+6,5813,0354,5190.76%+1,484
PHILLIPS 66(PSX)24,23133,251+9,0202,7614,1060.69%+1,345
PAYCHEX INC(PAYX)26,84532,401+5,5563,7644,9990.84%+1,235
MCDONALDS CORP(MCD)12,89915,868+2,9693,7404,9570.83%+1,218
CAPITAL ONE FINANCIAL(COF)07,346+7,34601,3170.22%+1,317
WEC ENERGY GROUP INC(WEC)25,77833,312+7,5342,4243,6300.61%+1,206
JOHNSON & JOHNSON(JNJ)17,88822,732+4,8442,5873,7700.63%+1,183
FIRST TRUST0119,445+119,44501,1460.19%+1,146
PALO ALTO NETWORKS(PANW)013,493+13,49302,3020.39%+2,302
CISCO SYSTEMS INC(CSCO)62,21378,010+15,7973,6834,8140.81%+1,131
CHEVRON CORPORATION(CVX)16,34820,546+4,1982,3683,4380.58%+1,070
CHUBB LTD
COM
10,17812,821+2,6432,8123,8720.65%+1,060
AMGEN INC(AMGN)7,5859,725+2,1401,9773,0300.51%+1,053
PROGRESSIVE CORP OHIO(PGR)06,105+6,10501,7280.29%+1,728
CHURCH & DWIGHT INC(CHD)14,43722,662+8,2251,5122,4950.42%+983
ALPS ETF TR ETF
OSHARES US SMLCP
181,594211,787+30,1937,9398,8991.49%+960
PROCTER & GAMBLE CO(PG)25,32230,515+5,1934,2455,2000.87%+955
COSTCO WHSL CORP NEW(COST)4,1004,974+8743,7574,7060.79%+949
ALPS ETF TR ETF
OSHARES US QUALT
448,143464,797+16,65423,80524,7364.16%+931
STRYKER CORP(SYK)8,73310,842+2,1093,1454,0370.68%+892
STARBUCKS CORP(SBUX)25,99233,242+7,2502,3723,2610.55%+889
AUTOMATIC DATA11,82214,196+2,3743,4614,3370.73%+877
MONDELEZ INTL INC(MDLZ)36,24244,786+8,5442,1653,0390.51%+874
BROADRIDGE FINANCIAL(BR)10,76813,571+2,8032,4343,2900.55%+856
CMS ENERGY CORP(CMS)26,80835,052+8,2441,7872,6330.44%+846
HARTFORD FDS ETF
ALPHA CAP
75,484106,508+31,0241,8412,6830.45%+842
ZOETIS INC(ZTS)011,546+11,54601,9010.32%+1,901
INTERCONTINENTAL EXCH(ICE)10,38113,781+3,4001,5472,3770.40%+830
SHERWIN WILLIAMS CO(SHW)6,0178,227+2,2102,0452,8730.48%+827
CENCORA INC7,0488,661+1,6131,5832,4080.40%+825
MICROSOFT CORP(MSFT)58,59967,956+9,35724,70325,5144.29%+811
KNIFE RIV HLDG CO(KNF)09,025+9,02508140.14%+814
S&P GLOBAL INC(SPGI)4,7346,219+1,4852,3583,1600.53%+802
GENL DYNAMICS CORP(GD)9,71912,296+2,5772,5613,3510.56%+791
META PLATFORMS INC(META)7,6409,113+1,4734,4735,2530.88%+779
JPMORGAN EQUITY TR ETF
EQUITY PREMIUM
24,35038,131+13,7811,4012,1790.37%+778
AFLAC INC(AFL)24,25329,498+5,2452,5093,2800.55%+771
WALMART INC(WMT)48,76758,877+10,1104,4065,1690.87%+763
ECOLAB INC(ECL)8,13010,361+2,2311,9052,6270.44%+722
VANGUARD VALUE ETF05,660+5,66009780.16%+978
HUBBELL INC(HUBB)02,325+2,32507690.13%+769
MEDTRONIC PLC(MDT)16,39122,128+5,7371,3091,9880.33%+679
ILLINOIS TOOL WORKS INC(ITW)12,33115,340+3,0093,1263,8040.64%+678
SHOPIFY INC CL A(SHOP)07,990+7,99007620.13%+762
AIR PRODUCTS & CHEMICALS8,70510,782+2,0772,5253,1800.53%+655
ISHARES MORNINGSTAR ETF08,000+8,00006480.11%+648
EXXON MOBIL CORP24,81827,865+3,0472,6703,3140.56%+644
AMERICAN TOWER CORP(AMT)7,9469,650+1,7041,4582,1000.35%+643
ATMOS ENERGY CORP(ATO)9,33612,396+3,0601,3001,9160.32%+616
NEXTERA ENERGY INC(NEE)37,82946,920+9,0912,7123,3260.56%+614
FIRST TRUST RISING ETF
RISNG DIVD ACHIV
61,30172,169+10,8683,6254,2250.71%+600
TEXAS INSTRUMENTS INC(TXN)17,71021,737+4,0273,3213,9060.66%+585
VISA INC CLASS A(V)04,478+4,47801,5710.26%+1,571
COLGATE-PALMOLIVE CO(CL)23,67629,019+5,3432,1522,7190.46%+567
HOME DEPOT INC(HD)10,99113,204+2,2134,2774,8420.81%+565
FIRST TR NASDAQ ETF
NASDAQ CYB ETF
29,89738,869+8,9721,8972,4490.41%+552
AMERICAN WATER WORKS CO011,923+11,92301,7590.30%+1,759
APPLE INC(AAPL)56,96666,662+9,69614,26714,8102.49%+543
JACK HENRY & ASSOC INC(JKHY)9,89812,473+2,5751,7352,2770.38%+542
LINDE PLC NEW(LIN)7,7098,081+3723,2273,7630.63%+535
NEW JERSEY RES CORP(NJR)33,27642,465+9,1891,5522,0830.35%+531
QUANTA SVCS INC03,376+3,37608580.14%+858
UNITEDHEALTH GROUP(UNH)4,1184,976+8582,0832,6060.44%+523
REALTY INCOME CORP(O)030,399+30,39901,7630.30%+1,763
WILLIAMS COMPANIES(WMB)28,20734,232+6,0251,5272,0460.34%+519
MC CORMICK & CO INC(MKC)020,109+20,10901,6550.28%+1,655
COMMERCE BANCSHARES INC(CBSH)29,79738,144+8,3471,8572,3740.40%+517
UNION PACIFIC CORP(UNP)6,7328,672+1,9401,5352,0490.34%+513
HONEYWELL INTERNATIONAL(HON)9,49712,516+3,0192,1452,6500.45%+505
XYLEM INC(XYL)13,95417,693+3,7391,6192,1130.36%+495
PEPSICO INCORPORATED(PEP)17,68921,164+3,4752,6903,1730.53%+483
MASTERCARD INC CL A(MA)2,8913,638+7471,5241,9960.34%+472
NETFLIX.COM INC(NFLX)1,6162,049+4331,4401,9110.32%+470
LOWES COMPANIES INC(LOW)10,05012,651+2,6012,4802,9510.50%+470
ANALOG DEVICES INC(ADI)12,27215,246+2,9742,6073,0750.52%+467
SPDR S&P SOFTWARE & ETF
ST STR SW SERV
02,914+2,91404660.08%+466
PROLOGIS INC(PLD)12,79516,228+3,4331,3521,8140.30%+462
DIREXION DAILY ETF
DAILY FINANCIAL
02,856+2,85604520.08%+452
BNY MELLON ALCENTRA05,000+5,00004340.07%+434
L3HARRIS TECHNOLOGIES(LHX)7,8759,981+2,1061,6562,0890.35%+433
TRACTOR SUPPLY COMPANY(TSCO)029,849+29,84901,6450.28%+1,645
COMCAST CORP NEW CL A(CCZ)34,83246,966+12,1341,3071,7330.29%+426
ABBVIE INC(ABBV)10,21010,672+4621,8152,2370.38%+422
OKLO INC CL A(OKLO)018,961+18,96104100.07%+410
CAPITAL GRP INTL ETF
SHS CREAT UNIT
029,682+29,68207270.12%+727
EOG RESOURCES INC(EOG)07,427+7,42709530.16%+953
CAPITAL GRP GROWTH ETF
SHS CREAT UNIT
035,157+35,15701,2040.20%+1,204
EMERSON ELECTRIC CO(EMR)22,86129,405+6,5442,8333,2240.54%+391
MARSH AND MC LENNAN(MRSH)05,642+5,64201,3770.23%+1,377
A O SMITH(AOS)05,796+5,79603790.06%+379
ACCENTURE PLC IRELAND
SHS CLASS A
9,61612,020+2,4043,3833,7510.63%+368
LOCKHEED MARTIN CORP(LMT)5,1086,371+1,2632,4822,8460.48%+364
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