| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -3,033 | -100.0% | -0.07% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -2,975 | -100.0% | -0.07% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -12,880 | -100.0% | -0.07% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -3,069 | -100.0% | -0.07% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -2,901 | -100.0% | -0.07% | – |
| TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -1,084 | -100.0% | -0.07% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,449 | -100.0% | -0.08% | – |
| DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -455 | -100.0% | -0.08% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,225 | -100.0% | -0.08% | – |
| HUM | Exit | HUMANA INC | $0 | – | -483 | -100.0% | -0.08% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -8,579 | -100.0% | -0.08% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -4,323 | -100.0% | -0.08% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -10,009 | -100.0% | -0.08% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -2,235 | -100.0% | -0.08% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -4,121 | -100.0% | -0.08% | – |
| Exit | DIMENSIONAL ETF TRUSTus mktwide value | $0 | – | -7,002 | -100.0% | -0.08% | – | |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -3,343 | -100.0% | -0.08% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -3,422 | -100.0% | -0.08% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -1,733 | -100.0% | -0.08% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -5,929 | -100.0% | -0.08% | – |
| TSLA | Exit | TESLA INC | $0 | – | -974 | -100.0% | -0.08% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,585 | -100.0% | -0.08% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -794 | -100.0% | -0.08% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -12,615 | -100.0% | -0.09% | – |
| PTY | Exit | PIMCO CORPORATE & INCOME OPP | $0 | – | -19,555 | -100.0% | -0.09% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -3,248 | -100.0% | -0.09% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -1,476 | -100.0% | -0.09% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -2,563 | -100.0% | -0.09% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -631 | -100.0% | -0.09% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -993 | -100.0% | -0.09% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -527 | -100.0% | -0.09% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,326 | -100.0% | -0.09% | – |
| TIPZ | Exit | PIMCO ETF TRbroad us tips | $0 | – | -5,450 | -100.0% | -0.09% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -7,396 | -100.0% | -0.10% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -3,978 | -100.0% | -0.10% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -6,513 | -100.0% | -0.10% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -3,284 | -100.0% | -0.10% | – |
| V | Exit | VISA INC | $0 | – | -1,338 | -100.0% | -0.10% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -5,763 | -100.0% | -0.10% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -6,267 | -100.0% | -0.11% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -3,019 | -100.0% | -0.11% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,172 | -100.0% | -0.11% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -4,051 | -100.0% | -0.11% | – |
| FLRN | Exit | SPDR SER TRbloomberg invt | $0 | – | -10,842 | -100.0% | -0.11% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -3,994 | -100.0% | -0.11% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,720 | -100.0% | -0.12% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -3,852 | -100.0% | -0.12% | – |
| NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | -5,988 | -100.0% | -0.12% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -5,182 | -100.0% | -0.12% | – |
| CWI | Exit | SPDR INDEX SHS FDSmsci acwi exus | $0 | – | -15,152 | -100.0% | -0.13% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -1,883 | -100.0% | -0.13% | – |
| FUTY | Exit | FIDELITY COVINGTON TRUSTmsci utils index | $0 | – | -10,585 | -100.0% | -0.13% | – |
| TGNA | Exit | TEGNA INC | $0 | – | -27,752 | -100.0% | -0.14% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -11,487 | -100.0% | -0.14% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -19,290 | -100.0% | -0.14% | – |
| ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -942 | -100.0% | -0.14% | – |
| SMIN | Exit | ISHARES TRmsci india sm cp | $0 | – | -6,526 | -100.0% | -0.14% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -8,216 | -100.0% | -0.14% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -3,743 | -100.0% | -0.14% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -800 | -100.0% | -0.14% | – |
| IOO | Exit | ISHARES TRglobal 100 etf | $0 | – | -5,972 | -100.0% | -0.15% | – |
| BBIN | Exit | J P MORGAN EXCHANGE TRADED Fbetabuilders i | $0 | – | -8,900 | -100.0% | -0.16% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -6,459 | -100.0% | -0.17% | – |
| DE | Exit | DEERE & CO | $0 | – | -1,368 | -100.0% | -0.17% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -5,969 | -100.0% | -0.18% | – |
| SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -12,211 | -100.0% | -0.18% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -4,362 | -100.0% | -0.18% | – |
| MDYG | Exit | SPDR SER TRs&p 400 mdcp grw | $0 | – | -7,764 | -100.0% | -0.18% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -3,393 | -100.0% | -0.18% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -7,721 | -100.0% | -0.18% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -2,062 | -100.0% | -0.19% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -1,410 | -100.0% | -0.19% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -1,137 | -100.0% | -0.19% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -1,275 | -100.0% | -0.20% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -3,950 | -100.0% | -0.20% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -5,771 | -100.0% | -0.21% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -8,779 | -100.0% | -0.22% | – |
| GWW | Exit | GRAINGER W W INC | $0 | – | -944 | -100.0% | -0.22% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -2,666 | -100.0% | -0.22% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -1,681 | -100.0% | -0.22% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -10,435 | -100.0% | -0.22% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -12,030 | -100.0% | -0.23% | – |
| INTC | Exit | INTEL CORP | $0 | – | -19,582 | -100.0% | -0.23% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -12,389 | -100.0% | -0.24% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -3,380 | -100.0% | -0.24% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -9,884 | -100.0% | -0.24% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -11,381 | -100.0% | -0.24% | – |
| CHD | Exit | CHURCH & DWIGHT CO INC | $0 | – | -8,167 | -100.0% | -0.25% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -7,798 | -100.0% | -0.25% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -12,166 | -100.0% | -0.26% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -6,929 | -100.0% | -0.27% | – |
| HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -13,575 | -100.0% | -0.27% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -5,480 | -100.0% | -0.27% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -13,662 | -100.0% | -0.28% | – |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -20,235 | -100.0% | -0.30% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -18,126 | -100.0% | -0.30% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -6,665 | -100.0% | -0.31% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -1,921 | -100.0% | -0.31% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -4,681 | -100.0% | -0.32% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -4,156 | -100.0% | -0.32% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -11,245 | -100.0% | -0.33% | – |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -11,780 | -100.0% | -0.33% | – |
| KO | Exit | COCA COLA CO | $0 | – | -18,685 | -100.0% | -0.35% | – |
| JCPB | Exit | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $0 | – | -24,405 | -100.0% | -0.36% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -3,634 | -100.0% | -0.36% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -4,931 | -100.0% | -0.37% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -16,674 | -100.0% | -0.38% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -6,268 | -100.0% | -0.38% | – |
| ROL | Exit | ROLLINS INC | $0 | – | -30,896 | -100.0% | -0.39% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -6,676 | -100.0% | -0.39% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -2,972 | -100.0% | -0.39% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -15,920 | -100.0% | -0.40% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -6,719 | -100.0% | -0.42% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -25,961 | -100.0% | -0.42% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -14,023 | -100.0% | -0.43% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -12,766 | -100.0% | -0.44% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -5,471 | -100.0% | -0.44% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -21,336 | -100.0% | -0.46% | – |
| EWA | Exit | ISHARES INCmsci aust etf | $0 | – | -63,920 | -100.0% | -0.46% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -10,849 | -100.0% | -0.46% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -19,201 | -100.0% | -0.46% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -8,272 | -100.0% | -0.48% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -11,887 | -100.0% | -0.48% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -15,388 | -100.0% | -0.48% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -6,764 | -100.0% | -0.48% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -5,219 | -100.0% | -0.50% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -15,938 | -100.0% | -0.50% | – |
| FLTB | Exit | FIDELITY MERRIMACK STR TRltd trm bd etf | $0 | – | -32,583 | -100.0% | -0.52% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -22,315 | -100.0% | -0.52% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -17,620 | -100.0% | -0.56% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -23,183 | -100.0% | -0.56% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -10,906 | -100.0% | -0.56% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -7,630 | -100.0% | -0.56% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -11,684 | -100.0% | -0.56% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -10,404 | -100.0% | -0.57% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -11,427 | -100.0% | -0.57% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -18,322 | -100.0% | -0.58% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -5,775 | -100.0% | -0.59% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -16,740 | -100.0% | -0.59% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -13,489 | -100.0% | -0.63% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -14,504 | -100.0% | -0.64% | – |
| DOW | Exit | DOW INC | $0 | – | -37,825 | -100.0% | -0.65% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -4,629 | -100.0% | -0.67% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -17,335 | -100.0% | -0.68% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -21,168 | -100.0% | -0.69% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -8,055 | -100.0% | -0.70% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -9,233 | -100.0% | -0.71% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -14,586 | -100.0% | -0.71% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -16,195 | -100.0% | -0.72% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -24,268 | -100.0% | -0.72% | – |
| TFLO | Exit | ISHARES TRtrs flt rt bd | $0 | – | -42,881 | -100.0% | -0.73% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -8,313 | -100.0% | -0.73% | – |
| EPI | Exit | WISDOMTREE TRindia erngs fd | $0 | – | -60,028 | -100.0% | -0.74% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -6,316 | -100.0% | -0.74% | – |
| SNA | Exit | SNAP ON INC | $0 | – | -8,782 | -100.0% | -0.75% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -2,546 | -100.0% | -0.78% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -4,199 | -100.0% | -0.79% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -41,342 | -100.0% | -0.80% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -16,643 | -100.0% | -0.81% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -6,168 | -100.0% | -0.84% | – |
| Exit | KENVUE INC | $0 | – | -128,425 | -100.0% | -0.86% | – | |
| PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -138,287 | -100.0% | -0.87% | – |
| IGLB | Exit | ISHARES TR10+ yr invst grd | $0 | – | -56,081 | -100.0% | -0.88% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -92,629 | -100.0% | -0.94% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -59,404 | -100.0% | -0.98% | – |
| AFL | Exit | AFLAC INC | $0 | – | -38,422 | -100.0% | -0.99% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -17,436 | -100.0% | -0.99% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -59,367 | -100.0% | -0.99% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -55,447 | -100.0% | -1.00% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -8,325 | -100.0% | -1.00% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -74,184 | -100.0% | -1.02% | – |
| PFE | Exit | PFIZER INC | $0 | – | -92,998 | -100.0% | -1.03% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -19,005 | -100.0% | -1.07% | – |
| FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -67,452 | -100.0% | -1.10% | – |
| DNP | Exit | DNP SELECT INCOME FD INC | $0 | – | -350,920 | -100.0% | -1.12% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -78,296 | -100.0% | -1.15% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -13,737 | -100.0% | -1.15% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -12,895 | -100.0% | -1.16% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -11,764 | -100.0% | -1.19% | – |
| EMXC | Exit | ISHARES INCmsci emrg chn | $0 | – | -71,502 | -100.0% | -1.19% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -23,087 | -100.0% | -1.20% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -51,057 | -100.0% | -1.24% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -37,504 | -100.0% | -1.29% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -94,420 | -100.0% | -1.40% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -31,980 | -100.0% | -1.67% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -16,102 | -100.0% | -1.70% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -39,476 | -100.0% | -1.82% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -13,977 | -100.0% | -2.00% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -131,305 | -100.0% | -2.24% | – |
| AAPL | Exit | APPLE INC | $0 | – | -45,052 | -100.0% | -2.58% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -233,470 | -100.0% | -2.65% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -35,888 | -100.0% | -5.16% | – |
| Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -354,827 | -100.0% | -5.98% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 28 | Q3 2023 | 19.6% |
| DNP SELECT INCOME FD INC | 28 | Q3 2023 | 9.0% |
| JOHNSON &JOHNSON | 28 | Q3 2023 | 5.6% |
| PROCTER & GAMBLE CO | 28 | Q3 2023 | 6.5% |
| COLGATE PALMOLIVE CO | 28 | Q3 2023 | 4.8% |
| CHEVRON CORP NEW | 28 | Q3 2023 | 2.2% |
| EMERSON ELEC CO | 28 | Q3 2023 | 2.4% |
| SOUTHERN CO | 28 | Q3 2023 | 3.0% |
| CUMMINS INC | 28 | Q3 2023 | 2.2% |
| HONEYWELL INTL INC | 28 | Q3 2023 | 3.1% |
View GSB Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR/A | 2023-05-18 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-16 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-05-02 |
View GSB Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.