Fund HoldingsZWJ INVESTMENT COUNSEL INC

Total Portfolio Value
$2.45B
Total Bought
$187.40M
Total Sold
$122.47M
Net Transaction
+$64.93M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ORACLE CORP(ORCL)530,230523,144-7,08674,86889,1443.64%+14,275
COCA COLA CO(KO)1,351,7041,338,967-12,73786,03696,2183.93%+10,182
NORTHROP GRUMMAN CORP(NOC)099,961+99,961052,7872.16%+52,787
ABBVIE INC(ABBV)0326,885+326,885064,5532.64%+64,553
INGREDION INC(INGR)0368,095+368,095050,5872.07%+50,587
PROGRESSIVE CORP(PGR)0195,194+195,194049,5322.02%+49,532
FISERV INC(FISV)0276,963+276,963049,7562.03%+49,756
AMETEK INC070,408+70,408012,0900.49%+12,090
BWX TECHNOLOGIES INC(BWXT)0518,071+518,071056,3142.30%+56,314
AMERICAN EXPRESS CO(AXP)177,387177,434+4741,07448,1201.97%+7,046
UBER TECHNOLOGIES INC(UBER)089,174+89,17406,7020.27%+6,702
AMERICAN ELEC PWR CO INC407,893411,803+3,91035,78942,2511.73%+6,462
OUTFRONT MEDIA INC(OUT)01,446,420+1,446,420026,5851.09%+26,585
EQUIFAX INC(EFX)0151,022+151,022044,3791.81%+44,379
MONDELEZ INTL INC(MDLZ)644,887658,709+13,82242,20148,5271.98%+6,326
HOME DEPOT INC(HD)091,216+91,216036,9611.51%+36,961
CISCO SYS INC(CSCO)0900,866+900,866047,9441.96%+47,944
CHUBB LIMITED
COM
176,561177,083+52245,03751,0692.09%+6,032
APPLE INC(AAPL)287,608285,061-2,54760,57666,4192.71%+5,843
EVERSOURCE ENERGY(ES)210,117260,600+50,48311,91617,7340.72%+5,818
AIR PRODS & CHEMS INC38,18551,110+12,9259,85415,2170.62%+5,364
THERMO FISHER SCIENTIFIC INC(TMO)073,255+73,255045,3131.85%+45,313
INTERPUBLIC GROUP COS INC01,070,781+1,070,781033,8691.38%+33,869
ACCENTURE PLC IRELAND
SHS CLASS A
84,37586,204+1,82925,60030,4711.24%+4,871
AT&T INC(T)1,297,6621,330,832+33,17024,79829,2781.20%+4,480
CORTEVA INC(CTVA)0725,001+725,001042,6231.74%+42,623
SS&C TECHNOLOGIES HLDGS INC(SSNC)310,664319,275+8,61119,46923,6930.97%+4,224
BOSTON SCIENTIFIC CORP(BSX)618,298615,543-2,75547,61551,5832.11%+3,967
MGP INGREDIENTS INC NEW0293,580+293,580024,4401.00%+24,440
VISA INC(V)0179,091+179,091049,2412.01%+49,241
JOHNSON & JOHNSON(JNJ)0207,097+207,097033,5621.37%+33,562
ROPER TECHNOLOGIES INC(ROP)56,99562,553+5,55832,12634,8071.42%+2,681
INTERNATIONAL FLAVORS&FRAGRA(IFF)259,175259,792+61724,67627,2601.11%+2,584
YUM BRANDS INC(YUM)124,968135,250+10,28216,55318,8960.77%+2,343
AMENTUM HOLDINGS INC069,967+69,96702,2560.09%+2,256
BROADCOM INC(AVGO)49,482471,909+422,42779,44481,4043.33%+1,960
EAST WEST BANCORP INC(EWBC)0216,618+216,618017,9230.73%+17,923
JPMORGAN CHASE & CO.(JPM)0246,467+246,467051,9702.12%+51,970
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)26,42226,046-3768,1639,6450.39%+1,483
FIDELITY NATL INFORMATION SV(FIS)144,490145,799+1,30910,88912,2110.50%+1,322
GE AEROSPACE(GE)043,856+43,85608,2700.34%+8,270
TYSON FOODS INC(TSN)0369,816+369,816022,0260.90%+22,026
VERIZON COMMUNICATIONS INC(VZ)299,448296,154-3,29412,34913,3000.54%+951
COLUMBIA BKG SYS INC(COLB)121,931128,073+6,1422,4253,3440.14%+919
PIMCO ETF TR
0-5 HIGH YIELD
09,400+9,40008980.04%+898
PROCTER AND GAMBLE CO(PG)143,075140,448-2,62723,59624,3260.99%+730
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
42,78943,118+3297,0297,7250.32%+696
INTERNATIONAL BUSINESS MACHS(IBM)015,159+15,15903,3510.14%+3,351
EOG RES INC(EOG)36,03941,636+5,5974,5365,1180.21%+582
ABBOTT LABS049,303+49,30305,6210.23%+5,621
LOWES COS INC(LOW)09,751+9,75102,6410.11%+2,641
TESLA INC(TSLA)7,5397,564+251,4921,9790.08%+487
META PLATFORMS INC(META)6,1646,253+893,1083,5790.15%+472
CITIZENS FINL GROUP INC(CFG)088,829+88,82903,6480.15%+3,648
RTX CORPORATION(RTX)21,41421,447+332,1502,5990.11%+449
GE VERNOVA INC(GEV)4,9894,932-578561,2580.05%+402
BERKSHIRE HATHAWAY INC DEL08,171+8,17103,7610.15%+3,761
3M CO(MMM)10,27610,27601,0501,4050.06%+355
VANGUARD INDEX FDS9,6099,765+1564,8065,1530.21%+347
REALTY INCOME CORP(O)029,279+29,27901,8570.08%+1,857
AUTOMATIC DATA PROCESSING IN08,490+8,49002,3490.10%+2,349
SAIA INC(SAIA)53,05458,226+5,17225,16325,4601.04%+297
UNITEDHEALTH GROUP INC(UNH)3,6993,700+11,8842,1630.09%+279
NEXTERA ENERGY INC(NEE)023,065+23,06501,9500.08%+1,950
NORFOLK SOUTHN CORP(NSC)07,914+7,91401,9670.08%+1,967
FIDELITY NATIONAL FINANCIAL(FNF)019,740+19,74001,2250.05%+1,225
SOUTHERN CO(SO)21,79821,596-2021,6911,9480.08%+257
AFLAC INC(AFL)10,62410,62409491,1880.05%+239
CATERPILLAR INC(CAT)04,027+4,02701,5750.06%+1,575
VIAVI SOLUTIONS INC(VIAV)025,673+25,67302320.01%+232
MERIT MED SYS INC(MMSI)02,295+2,29502270.01%+227
THE BALDWIN INSURANCE GRP IN(BWIN)04,464+4,46402220.01%+222
PIPER SANDLER COMPANIES0782+78202220.01%+222
URBAN EDGE PPTYS(UE)010,276+10,27602200.01%+220
NORTHWESTERN ENERGY GROUP IN(NWE)03,837+3,83702200.01%+220
GMS INC02,418+2,41802190.01%+219
POTLATCHDELTIC CORPORATION04,854+4,85402190.01%+219
CENTURY CMNTYS INC(CCS)02,105+2,10502170.01%+217
LOCKHEED MARTIN CORP(LMT)0370+37002160.01%+216
ARCBEST CORP(ARCB)01,946+1,94602110.01%+211
STARBUCKS CORP(SBUX)02,159+2,15902100.01%+210
BOISE CASCADE CO DEL(BCC)01,490+1,49002100.01%+210
DUKE ENERGY CORP NEW(DUK)13,89713,89701,3931,6020.07%+209
MOOG INC(MOG-A)01,032+1,03202080.01%+208
J & J SNACK FOODS CORP(JJSF)01,209+1,20902080.01%+208
FOUR CORNERS PPTY TR INC(FCPT)07,094+7,09402080.01%+208
CONMED CORP(CNMD)02,866+2,86602060.01%+206
STEPAN CO(SCL)02,647+2,64702040.01%+204
BLUE BIRD CORP04,227+4,22702030.01%+203
ATLANTIC UN BANKSHARES CORP(AUB)05,360+5,36002020.01%+202
PRESTIGE CONSMR HEALTHCARE I(PBH)02,791+2,79102010.01%+201
WALMART INC(WMT)29,42527,050-2,3751,9922,1840.09%+192
CONSTELLIUM SE(CSTM)011,799+11,79901920.01%+192
ISHARES TR25,20125,267+662,2212,4130.10%+192
MCDONALDS CORP(MCD)5,2604,981-2791,3411,5170.06%+176
TAPESTRY INC(TPR)0185,983+185,98308,7370.36%+8,737
ISHARES TR10,13210,718+5861,0811,2540.05%+173
ASTRAZENECA PLC(AZN)653,448656,171+2,72350,96351,1232.09%+160
TRUIST FINL CORP(TFC)47,59446,871-7231,8492,0050.08%+156
VANGUARD WHITEHALL FDS12,75012,986+2361,5121,6650.07%+153
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