Fund HoldingsGODSEY & GIBB, INC

Total Portfolio Value
$967.36M
Total Bought
$67.35M
Total Sold
$35.49M
Net Transaction
+$31.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
MEDTRONIC PLC(MDT)0208,145+208,145016,3831.69%+16,383
ARCHER DANIELS MIDLAND CO0288,031+288,031017,4111.80%+17,411
APPLE INC(AAPL)0151,079+151,079031,8203.29%+31,820
ORACLE CORP(ORCL)187,269186,991-27823,52326,4032.73%+2,880
AT&T INC(T)999,4891,066,634+67,14517,59120,3832.11%+2,792
BROADCOM INC(AVGO)20,13518,306-1,82926,68829,3913.04%+2,704
CORNING INC(GLW)450,234451,135+90114,84017,5271.81%+2,687
COSTCO WHSL CORP NEW(COST)36,47034,174-2,29626,71929,0483.00%+2,329
AMGEN INC(AMGN)063,980+63,980019,9912.07%+19,991
BCE INC(BCE)452,860527,923+75,06315,38817,0891.77%+1,701
KIMBERLY-CLARK CORP(KMB)140,377141,573+1,19618,15819,5652.02%+1,408
COCA COLA CO(KO)327,138336,306+9,16820,01421,4062.21%+1,392
ROYAL BK CDA(RY)199,937201,758+1,82120,17021,4632.22%+1,293
NOVARTIS AG(NVS)0190,918+190,918020,3252.10%+20,325
ALLIANT ENERGY CORP(LNT)353,281372,263+18,98217,80518,9481.96%+1,143
DUKE ENERGY CORP NEW(DUK)198,367201,903+3,53619,18420,2372.09%+1,053
ENTERGY CORP NEW(ETR)172,325176,694+4,36918,21118,9061.95%+695
NVIDIA CORPORATION(NVDA)73710,325+9,5886661,2760.13%+610
ALPHABET INC(GOOG)3,8356,255+2,4205841,1470.12%+563
ADVANCED MICRO DEVICES INC(AMD)4183,730+3,312756050.06%+530
DOMINION ENERGY INC(D)357,489367,219+9,73017,58517,9941.86%+409
INVESCO QQQ TR9871,734+7474388310.09%+393
ISHARES TR
CORE HIGH DV ETF
21,82225,552+3,7302,4052,7780.29%+373
UNITED PARCEL SERVICE INC(UPS)121,645134,624+12,97918,08018,4231.90%+343
EMERSON ELEC CO(EMR)1,0263,860+2,8341164250.04%+309
SCHWAB STRATEGIC TR27,39231,007+3,6151,7001,9920.21%+292
WALMART INC(WMT)31,59932,335+7361,9012,1890.23%+288
VANGUARD INDEX FDS1,0501,585+5355057930.08%+288
CHEVRON CORP NEW(CVX)119,435122,180+2,74518,84019,1111.98%+272
AMAZON COM INC(AMZN)15,44215,710+2682,7853,0360.31%+251
VANGUARD WHITEHALL FDS02,674+2,67403170.03%+317
LOCKHEED MARTIN CORP(LMT)0560+56002620.03%+262
LOWES COS INC(LOW)01,680+1,68003700.04%+370
EXXON MOBIL CORP49,92652,487+2,5615,8036,0420.62%+239
MICROCHIP TECHNOLOGY INC.(MCHP)0245,147+245,147022,4312.32%+22,431
HONEYWELL INTL INC(HON)03,132+3,13206690.07%+669
CARRIER GLOBAL CORPORATION(CARR)03,541+3,54102230.02%+223
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,275+1,27502220.02%+222
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,559+3,55902420.03%+242
ISHARES TR01,665+1,66502010.02%+201
SOUTHERN CO(SO)04,958+4,95803850.04%+385
VANGUARD INDEX FDS0726+72601760.02%+176
ALPHABET INC(GOOG)3,7204,020+3005617320.08%+171
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,078+1,07801770.02%+177
VANGUARD INDEX FDS100853+753231860.02%+163
GENERAL DYNAMICS CORP(GD)0532+53201540.02%+154
ELI LILLY & CO(LLY)1,2071,192-159391,0790.11%+140
TRUIST FINL CORP(TFC)447,087452,096+5,00917,42717,5641.82%+136
JOHNSON & JOHNSON(JNJ)03,503+3,50305120.05%+512
WATSCO INC(WSO)0286+28601320.01%+132
ISHARES TR
MSCI USA MIN ETF
01,465+1,46501230.01%+123
SCHWAB STRATEGIC TR01,791+1,79101200.01%+120
GENERAL MTRS CO(GM)02,525+2,52501170.01%+117
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
03,544+3,54401170.01%+117
NUVEEN QUALITY MUNCP INCOME(NAD)09,776+9,77601150.01%+115
SYSCO CORP(SYY)3,3005,300+2,0002683780.04%+110
ABBOTT LABS2,0913,341+1,2502383470.04%+109
VANGUARD INDEX FDS0437+43701090.01%+109
ISHARES TR0897+89701070.01%+107
KT CORP(KT)07,745+7,74501060.01%+106
MARKEL GROUP INC(MKL)065+6501020.01%+102
DATADOG INC(DDOG)0736+7360950.01%+95
ENBRIDGE INC(ENB)02,847+2,84701010.01%+101
NEXTERA ENERGY INC(NEE)02,718+2,71801920.02%+192
KINDER MORGAN INC DEL(KMI)04,028+4,0280800.01%+80
PHILLIPS 66(PSX)01,283+1,28301810.02%+181
ALTRIA GROUP INC(MO)17,14117,796+6557488110.08%+63
BRISTOL-MYERS SQUIBB CO(BMY)01,634+1,6340680.01%+68
CONSOLIDATED EDISON INC(ED)0650+6500580.01%+58
CHENIERE ENERGY INC(LNG)0535+5350940.01%+94
RTX CORPORATION(RTX)209,916204,438-5,47820,47320,5242.12%+50
DOW INC(DOW)01,146+1,1460610.01%+61
L3HARRIS TECHNOLOGIES INC(LHX)0200+2000450.00%+45
SCHWAB STRATEGIC TR01,965+1,96501980.02%+198
PHILIP MORRIS INTL INC(PM)4,6314,619-124244680.05%+44
AMPHENOL CORP NEW2,2004,400+2,2002542960.03%+43
MURPHY USA INC(MUSA)84884803553980.04%+43
ISHARES TR21,33022,148+8181,0941,1350.12%+41
ARM HOLDINGS PLC0250+2500410.00%+41
SELECT SECTOR SPDR TR
ST STR SVC ETF
0470+4700400.00%+40
VANGUARD BD INDEX FDS0518+5180400.00%+40
TJX COS INC NEW(TJX)0360+3600400.00%+40
WASTE MGMT INC DEL(WM)0180+1800380.00%+38
ISHARES INC0670+6700380.00%+38
APPLIED MATLS INC1,2651,26502612990.03%+38
BP PLC(BP)01,004+1,0040360.00%+36
LENNAR CORP(LEN)0240+2400360.00%+36
IRON MTN INC DEL(IRM)0325+3250290.00%+29
VANGUARD TAX-MANAGED FDS9,73510,461+7264885170.05%+29
SOUTHERN COPPER CORP(SCCO)0322+3220350.00%+35
ISHARES TR14,45115,453+1,0028789040.09%+27
VULCAN MATLS CO(VMC)0106+1060260.00%+26
VANECK ETF TRUST
MRNGSTR WDE MOAT
0304+3040260.00%+26
PFIZER INC(PFE)02,163+2,1630610.01%+61
GENERAL MLS INC(GIS)01,075+1,0750680.01%+68
ISHARES TR0260+2600230.00%+23
VANGUARD INTL EQUITY INDEX F0490+4900210.00%+21
ISHARES GOLD TR(IAU)0977+9770430.00%+43
MCDONALDS CORP(MCD)01,210+1,21003080.03%+308
AUTOLIV INC(ALV)0175+1750190.00%+19
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