$690 Million is the total value of LIBERTY ONE INVESTMENT MANAGEMENT, LLC's 161 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 5.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LLY | Sell | LILLY ELI & CO | $33,697,487 | +6.3% | 62,736 | -7.1% | 4.88% | +18.8% |
| CAH | Sell | CARDINAL HEALTH INC | $26,972,228 | -11.2% | 310,668 | -3.2% | 3.91% | -0.8% |
| PG | Buy | PROCTER & GAMBLE CO | $25,052,848 | -1.8% | 171,760 | +2.1% | 3.63% | +9.7% |
| MCD | Sell | MCDONALDS CORP | $23,610,801 | -23.4% | 89,625 | -13.2% | 3.42% | -14.4% |
| KO | Buy | COCA COLA CO | $23,093,348 | -3.6% | 412,529 | +3.7% | 3.35% | +7.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $23,090,034 | -16.6% | 148,251 | -11.4% | 3.35% | -6.8% |
| KMB | Sell | KIMBERLY CLARK CORP | $23,043,611 | -20.8% | 190,679 | -9.6% | 3.34% | -11.6% |
| SO | Sell | SOUTHERN CO | $22,809,436 | -19.6% | 352,433 | -12.7% | 3.31% | -10.2% |
| LMT | Sell | LOCKHEED MARTIN CORP | $22,721,854 | -20.2% | 55,560 | -10.2% | 3.29% | -10.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $22,483,644 | +3.4% | 254,743 | +5.1% | 3.26% | +15.5% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $22,323,474 | -6.1% | 321,664 | -1.3% | 3.24% | +4.9% |
| RSG | Sell | REPUBLIC SVCS INC | $22,194,241 | -9.8% | 155,738 | -3.0% | 3.22% | +0.8% |
| CLX | Buy | CLOROX CO DEL | $22,057,500 | -14.8% | 168,301 | +3.3% | 3.20% | -4.9% |
| LNT | Sell | ALLIANT ENERGY CORP | $22,015,199 | -18.1% | 454,390 | -11.2% | 3.19% | -8.5% |
| HRL | Buy | HORMEL FOODS CORP | $21,950,994 | +0.3% | 577,202 | +6.0% | 3.18% | +12.0% |
| WM | Buy | WASTE MGMT INC DEL | $21,093,242 | -9.8% | 138,371 | +2.7% | 3.06% | +0.8% |
| PEP | Sell | PEPSICO INC | $20,846,140 | -22.7% | 123,030 | -15.5% | 3.02% | -13.7% |
| PFE | Buy | PFIZER INC | $20,372,125 | +1.8% | 614,173 | +12.5% | 2.95% | +13.7% |
| KDP | Buy | KEURIG DR PEPPER INC | $19,995,636 | +5.0% | 633,375 | +4.0% | 2.90% | +17.2% |
| MSFT | Buy | MICROSOFT CORP | $19,919,432 | -5.2% | 63,086 | +2.2% | 2.89% | +5.9% |
| SYY | Buy | SYSCO CORP | $19,052,844 | -7.0% | 288,461 | +4.5% | 2.76% | +3.9% |
| DOX | Buy | AMDOCS LTD | $13,801,250 | -10.0% | 163,348 | +5.3% | 2.00% | +0.6% |
| SBUX | Buy | STARBUCKS CORP | $13,481,041 | -2.7% | 147,705 | +5.6% | 1.95% | +8.7% |
| GILD | Sell | GILEAD SCIENCES INC | $7,509,160 | -30.9% | 100,202 | -29.0% | 1.09% | -22.8% |
| BCE | Sell | BCE INC | $7,429,341 | -39.5% | 194,638 | -27.8% | 1.08% | -32.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $7,409,708 | -33.0% | 228,624 | -23.1% | 1.07% | -25.2% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $7,301,346 | +188.8% | 80,024 | +187.4% | 1.06% | +222.6% |
| NWE | Sell | NORTHWESTERN CORP | $6,600,189 | -44.0% | 137,332 | -33.9% | 0.96% | -37.5% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $6,584,770 | +172.8% | 51,148 | +181.3% | 0.95% | +204.8% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $5,824,028 | +124.9% | 116,387 | +126.7% | 0.84% | +151.2% |
| AMZN | Buy | AMAZON COM INC | $3,858,982 | -0.5% | 30,357 | +2.1% | 0.56% | +11.1% |
| AVGO | Buy | BROADCOM INC | $3,830,340 | -2.9% | 4,612 | +1.4% | 0.56% | +8.4% |
| CAT | Buy | CATERPILLAR INC DEL | $3,335,756 | +14.0% | 12,219 | +2.7% | 0.48% | +27.1% |
| AAPL | Buy | APPLE INC | $3,255,401 | -9.3% | 19,014 | +2.7% | 0.47% | +1.3% |
| CL | Buy | COLGATE PALMOLIVE CO | $3,245,138 | -3.3% | 45,635 | +4.8% | 0.47% | +8.0% |
| TJX | Buy | TJX COS INC NEW | $3,229,838 | +8.4% | 36,339 | +3.4% | 0.47% | +20.9% |
| AFL | Buy | AFLAC INC | $3,147,894 | +14.4% | 41,015 | +4.1% | 0.46% | +27.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,017,111 | +9.5% | 5,340 | +4.3% | 0.44% | +22.4% |
| WMT | Buy | WALMART INC | $2,995,680 | +5.8% | 18,731 | +4.0% | 0.43% | +18.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,985,038 | +4.0% | 20,584 | +4.3% | 0.43% | +16.4% |
| AMGN | Buy | AMGEN INC | $2,940,546 | +27.6% | 10,941 | +5.4% | 0.43% | +42.5% |
| CVX | Buy | CHEVRON CORP NEW | $2,814,654 | +13.4% | 16,692 | +5.9% | 0.41% | +26.7% |
| LW | Buy | LAMB WESTON HLDGS INC | $2,718,721 | -15.7% | 29,404 | +4.8% | 0.39% | -5.7% |
| MRK | Buy | MERCK & CO INC | $2,720,170 | -6.2% | 26,422 | +5.2% | 0.39% | +4.8% |
| HD | Buy | HOME DEPOT INC | $2,713,995 | +2.4% | 8,982 | +5.3% | 0.39% | +14.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,709,893 | +11.2% | 5,375 | +6.0% | 0.39% | +24.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,707,938 | -21.7% | 37,626 | +6.6% | 0.39% | -12.7% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,648,945 | +6.8% | 8,187 | +6.5% | 0.38% | +19.3% |
| PLD | Buy | PROLOGIS INC | $2,631,528 | -3.3% | 23,452 | +5.7% | 0.38% | +7.9% |
| DE | Buy | DEERE & CO | $2,629,190 | -2.2% | 6,967 | +5.0% | 0.38% | +9.2% |
| BLK | Buy | BLACKROCK INC | $2,593,814 | -0.9% | 4,012 | +5.9% | 0.38% | +10.6% |
| FR | Buy | FIRST INDL RLTY TR INC | $2,574,060 | -4.4% | 54,088 | +5.8% | 0.37% | +6.9% |
| HON | Buy | HONEYWELL INTL INC | $2,558,485 | -5.5% | 13,849 | +6.2% | 0.37% | +5.7% |
| TRV | Buy | TRAVELERS COMPANIES INC | $2,552,447 | +0.3% | 15,629 | +6.6% | 0.37% | +12.1% |
| TXN | Buy | TEXAS INSTRS INC | $2,555,772 | -6.0% | 16,073 | +6.4% | 0.37% | +4.8% |
| MDT | Buy | MEDTRONIC PLC | $2,488,252 | -4.8% | 31,754 | +7.0% | 0.36% | +6.5% |
| ANTM | Buy | ANTHEM INC | $2,462,577 | +4.2% | 5,656 | +6.3% | 0.36% | +16.3% |
| HSY | Buy | HERSHEY CO | $2,344,465 | -14.1% | 11,718 | +7.2% | 0.34% | -4.0% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $2,287,173 | -9.1% | 25,829 | -3.2% | 0.33% | +1.8% |
| O | Buy | REALTY INCOME CORP | $2,207,760 | -9.4% | 44,208 | +8.5% | 0.32% | +1.3% |
| SPLV | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 low vol | $2,191,165 | -8.7% | 37,271 | -2.5% | 0.32% | +2.3% |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $2,185,753 | -8.6% | 19,005 | -2.6% | 0.32% | +2.3% |
| XMLV | Sell | INVESCO EXCHANGE TRADED FD Ts&p midcp low | $2,179,690 | -7.3% | 44,330 | -2.5% | 0.32% | +3.6% |
| TSN | Buy | TYSON FOODS INCcl a | $2,159,549 | +8.1% | 42,772 | +9.2% | 0.31% | +20.8% |
| Buy | HEALTHCARE RLTY TR | $2,083,108 | -10.8% | 136,418 | +10.2% | 0.30% | -0.3% | |
| RYU | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $2,083,884 | -10.8% | 41,437 | +96.0% | 0.30% | -0.3% |
| BAX | Buy | BAXTER INTL INC | $2,079,729 | -9.7% | 55,107 | +9.0% | 0.30% | +0.7% |
| NEE | Buy | NEXTERA ENERGY INC | $2,005,985 | -16.3% | 35,015 | +8.3% | 0.29% | -6.4% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $1,520,174 | -10.0% | 8,322 | -4.2% | 0.22% | +0.5% |
| FSLY | Sell | FASTLY INCcl a | $1,168,469 | +16.4% | 60,953 | -4.3% | 0.17% | +30.0% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $1,162,287 | +9.2% | 6,944 | -4.1% | 0.17% | +21.7% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $1,091,226 | -5.4% | 32,506 | -3.2% | 0.16% | +5.3% |
| SAM | Sell | BOSTON BEER INCcl a | $1,007,325 | +22.0% | 2,586 | -3.4% | 0.15% | +36.4% |
| LULU | Sell | LULULEMON ATHLETICA INC | $994,874 | -1.4% | 2,580 | -3.3% | 0.14% | +9.9% |
| XTL | Sell | SPDR SERIES TRUST | $981,534 | -10.5% | 13,838 | -2.1% | 0.14% | 0.0% |
| UBS | Sell | UBS GROUP AG | $952,709 | +17.7% | 38,649 | -3.2% | 0.14% | +31.4% |
| ON | Sell | ON SEMICONDUCTOR CORP | $932,846 | -5.2% | 10,036 | -3.6% | 0.14% | +5.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $871,660 | +6.2% | 6,611 | -2.6% | 0.13% | +17.8% |
| KTOS | Sell | KRATOS DEFENSE & SEC SOLUTIO | $861,983 | +2.4% | 57,389 | -2.2% | 0.12% | +14.7% |
| LNG | Sell | CHENIERE ENERGY INC | $860,387 | +6.8% | 5,184 | -2.0% | 0.12% | +19.0% |
| TWLO | Sell | TWILIO INCcl a | $843,066 | -9.7% | 14,404 | -1.9% | 0.12% | +0.8% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $827,679 | -1.3% | 8,126 | -2.2% | 0.12% | +10.1% |
| INGR | Sell | INGREDION INC | $816,003 | -9.2% | 8,293 | -2.2% | 0.12% | +0.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $807,597 | -16.3% | 2,763 | -2.1% | 0.12% | -6.4% |
| RGA | Sell | EINSURANCE GRP OF AMERICA I | $810,365 | +2.9% | 5,581 | -1.7% | 0.12% | +14.7% |
| SNA | Sell | SNAP ON INC | $794,990 | -13.0% | 3,117 | -1.7% | 0.12% | -3.4% |
| V | Sell | VISA INC | $790,716 | -5.2% | 3,438 | -2.1% | 0.12% | +6.5% |
| UL | Sell | UNILEVER PLCspon adr new | $784,242 | -6.4% | 15,875 | -1.2% | 0.11% | +4.6% |
| TENB | Sell | TENABLE HLDGS INC | $784,672 | +0.8% | 17,515 | -2.0% | 0.11% | +12.9% |
| COLD | Sell | AMERICOLD RLTY TR | $774,783 | -7.5% | 25,478 | -1.7% | 0.11% | +2.8% |
| VICI | Sell | VICI PPTYS INC | $716,657 | -7.8% | 24,627 | -0.4% | 0.10% | +3.0% |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $718,364 | -7.9% | 11,848 | +2.3% | 0.10% | +3.0% |
| SWX | Sell | SOUTHWEST GAS HOLDINGS INC | $708,097 | -5.6% | 11,722 | -0.6% | 0.10% | +6.2% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $696,182 | -4.5% | 17,883 | -1.4% | 0.10% | +6.3% |
| IQV | Sell | IQVIA HLDGS INC | $698,856 | -14.1% | 3,552 | -1.9% | 0.10% | -4.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $696,782 | +1.9% | 8,033 | -2.0% | 0.10% | +13.5% |
| WTRG | Buy | ESSENTIAL UTILS INC | $625,347 | -13.9% | 18,216 | +0.1% | 0.09% | -3.2% |
| D | Buy | DOMINION ENERGY INC | $610,887 | -13.0% | 13,676 | +0.9% | 0.09% | -2.2% |
| GOOS | Sell | CANADA GOOSE HLDGS INC | $608,214 | -17.9% | 41,488 | -0.3% | 0.09% | -8.3% |
| RGNX | Sell | REGENXBIO INC | $601,152 | -18.1% | 36,522 | -0.6% | 0.09% | -8.4% |
| ENPH | Buy | ENPHASE ENERGY INC | $600,750 | -27.9% | 5,000 | +0.4% | 0.09% | -19.4% |
| ENV | Sell | ENVESTNET INC | $577,453 | -26.2% | 13,115 | -0.5% | 0.08% | -16.8% |
| WPC | Buy | WP CAREY INC | $568,970 | -19.0% | 10,521 | +1.1% | 0.08% | -9.9% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $457,818 | -51.4% | 3,535 | +1.0% | 0.07% | -45.9% |
| RUN | Buy | SUNRUN INC | $458,729 | -29.4% | 36,523 | +0.4% | 0.07% | -21.4% |
| CFG | Sell | CITIZENS FINANCIAL GROUP INC | $246,814 | -4.2% | 9,209 | -6.8% | 0.04% | +9.1% |
| NOW | Sell | SERVICENOW INC | $204,020 | -6.7% | 365 | -6.2% | 0.03% | +7.1% |
| NUE | Sell | NUCOR CORP | $197,547 | -16.5% | 1,263 | -12.5% | 0.03% | -6.5% |
| S | Sell | SENTINELONE INCcl a | $199,673 | +5.1% | 11,843 | -5.9% | 0.03% | +16.0% |
| IIPR | Sell | INNOVATIVE INDL PPTYS INC | $194,923 | +1.5% | 2,576 | -2.1% | 0.03% | +12.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $183,637 | -16.2% | 1,786 | -7.2% | 0.03% | -3.6% |
| DOW | Sell | DOW INC | $188,887 | -5.7% | 3,663 | -2.7% | 0.03% | +3.8% |
| NVEE | Sell | NV5 GLOBAL INC | $176,486 | -20.7% | 1,834 | -8.7% | 0.03% | -10.3% |
| ESTC | Sell | ELASTIC N V | $170,766 | +19.1% | 2,102 | -6.0% | 0.02% | +31.6% |
| SNOW | Sell | SNOWFLAKE INCcl a | $172,936 | -14.8% | 1,132 | -1.8% | 0.02% | -3.8% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $165,588 | -21.4% | 1,906 | -8.7% | 0.02% | -11.1% |
| UPST | Sell | UPSTART HLDGS INC | $163,163 | -22.8% | 5,717 | -3.1% | 0.02% | -11.1% |
| UAL | Sell | UNITED AIRLS HLDGS INC | $155,114 | -29.0% | 3,667 | -8.0% | 0.02% | -21.4% |
| CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $153,237 | -25.2% | 3,376 | -7.5% | 0.02% | -18.5% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $142,592 | -3.9% | 8,912 | -8.0% | 0.02% | +10.5% |
| AES | Sell | AES CORP | $136,438 | -28.1% | 8,976 | -2.0% | 0.02% | -20.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $121,467 | -14.4% | 240 | -11.8% | 0.02% | 0.0% |
| STM | Sell | STMICROELECTRONICS N Vny registry | $113,505 | -24.4% | 2,630 | -12.5% | 0.02% | -15.8% |
| CHWY | Sell | CHEWY INCcl a | $95,719 | -56.2% | 5,242 | -5.3% | 0.01% | -50.0% |
| AVXL | Sell | ANAVEX LIFE SCIENCES CORP | $96,920 | -24.7% | 14,797 | -6.5% | 0.01% | -17.6% |
| ETY | Buy | EATON VANCE TX MGD DIV EQ IN | $93,539 | -7.4% | 8,106 | +0.0% | 0.01% | +7.7% |
| DIAX | Buy | NUVEEN DOW 30 DYN OVERWRITE | $96,753 | -2.1% | 7,062 | +0.9% | 0.01% | +7.7% |
| LTHM | Sell | LIVENT CORP | $90,412 | -38.6% | 4,911 | -8.6% | 0.01% | -31.6% |
| IBRX | Sell | IMMUNITYBIO INC | $80,407 | -42.8% | 47,578 | -5.9% | 0.01% | -33.3% |
| APPS | Sell | DIGITAL TURBINE INC | $82,800 | -36.8% | 13,686 | -3.1% | 0.01% | -29.4% |
| MDGL | Sell | MADRIGAL PHARMACEUTICALS INC | $75,649 | -49.5% | 518 | -20.2% | 0.01% | -42.1% |
| T | Sell | AT&T INC | $64,037 | -99.4% | 4,263 | -99.3% | 0.01% | -99.3% |
| NTR | Sell | NUTRIEN LTD | $21,734 | +4.7% | 350 | -0.3% | 0.00% | 0.0% |
| KRYS | Buy | KRYSTAL BIOTECH INC | $11,484 | +9.9% | 99 | +11.2% | 0.00% | +100.0% |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $10,531 | +6.6% | 1,318 | +11.2% | 0.00% | +100.0% |
| MDB | Buy | MONGODB INCcl a | $12,451 | -8.2% | 36 | +9.1% | 0.00% | 0.0% |
| ZS | Buy | ZSCALER INC | $11,202 | +19.6% | 72 | +12.5% | 0.00% | +100.0% |
| SQ | Buy | BLOCK INCcl a | $5,577 | -23.8% | 126 | +14.5% | 0.00% | 0.0% |
| NET | Buy | CLOUDFLARE INC | $9,015 | +11.2% | 143 | +15.3% | 0.00% | 0.0% |
| PHM | Sell | PULTE GROUP INC | $6,536 | -5.7% | 88 | -1.1% | 0.00% | 0.0% |
| SE | Buy | SEA LTDsponsord ads | $4,615 | -6.4% | 105 | +23.5% | 0.00% | 0.0% |
| OSK | Buy | OSHKOSH CORP | $10,258 | +27.3% | 107 | +15.1% | 0.00% | 0.0% |
| CSGP | Buy | COSTAR GROUP INC | $9,150 | -1.1% | 119 | +14.4% | 0.00% | 0.0% |
| GNRC | Buy | GENERAC HLDGS INC | $7,954 | -16.7% | 73 | +14.1% | 0.00% | 0.0% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $7,573 | -0.5% | 128 | +17.4% | 0.00% | 0.0% |
| BA | Buy | BOEING CO | $7,667 | +3.7% | 40 | +14.3% | 0.00% | 0.0% |
| BEAM | Buy | BEAM THERAPEUTICS INC | $6,494 | -11.6% | 270 | +17.4% | 0.00% | 0.0% |
| TMUS | T MOBILE US INC | $4,482 | +0.8% | 32 | 0.0% | 0.00% | 0.0% | |
| TGT | Buy | TARGET CORP | $6,113 | +1.2% | 55 | +19.6% | 0.00% | 0.0% |
| BIDU | Buy | BAIDU INCspon adr rep a | $7,389 | +14.8% | 55 | +17.0% | 0.00% | 0.0% |
| TGTX | Buy | TG THERAPEUTICS INC | $4,514 | -61.9% | 540 | +13.2% | 0.00% | -50.0% |
| TTD | Buy | THE TRADE DESK INC | $10,238 | +13.3% | 131 | +12.0% | 0.00% | 0.0% |
| TSCO | Buy | TRACTOR SUPPLY CO | $7,578 | +10.0% | 37 | +19.4% | 0.00% | 0.0% |
| K | Buy | KELLOGG CO | $6,442 | -10.8% | 108 | +0.9% | 0.00% | 0.0% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $7,165 | +1.3% | 58 | +16.0% | 0.00% | 0.0% |
| IDCC | INTERDIGITAL INC | $4,760 | -16.9% | 59 | 0.0% | 0.00% | 0.0% | |
| IRDM | Buy | IRIDIUM COMMUNICATIONS INC | $6,366 | -12.1% | 140 | +19.7% | 0.00% | 0.0% |
| KR | Buy | KROGER CO | $7,658 | +11.5% | 171 | +17.1% | 0.00% | 0.0% |
| NVCR | Buy | NOVOCURE LTD | $2,584 | -49.0% | 160 | +31.1% | 0.00% | -100.0% |
| MKC | MCCORMICK & CO INC | $2,603 | -12.9% | 34 | 0.0% | 0.00% | – | |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -20 | -100.0% | 0.00% | – |
| INTC | Exit | INTEL CORP | $0 | – | -3 | -100.0% | 0.00% | – |
| ALLY | ALLY FINL INC | $2,359 | -1.2% | 88 | 0.0% | 0.00% | – | |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -74 | -100.0% | -0.00% | – |
| TRMB | Exit | TRIMBLE INC | $0 | – | -111 | -100.0% | -0.00% | – |
| MTZ | Exit | MASTEC INC | $0 | – | -153 | -100.0% | -0.00% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -102 | -100.0% | -0.00% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -126 | -100.0% | -0.00% | – |
| INTU | Exit | INTUIT | $0 | – | -6,071 | -100.0% | -0.36% | – |
| LSI | Exit | LIFE STORAGE INC | $0 | – | -21,693 | -100.0% | -0.37% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MCDONALDS CORP | 16 | Q3 2023 | 4.2% |
| SOUTHERN CO | 16 | Q3 2023 | 4.1% |
| ALLIANT ENERGY CORP | 16 | Q3 2023 | 3.9% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 3.9% |
| KIMBERLY CLARK CORP | 16 | Q3 2023 | 3.9% |
| LILLY ELI & CO | 16 | Q3 2023 | 4.9% |
| PEPSICO INC | 16 | Q3 2023 | 3.6% |
| HORMEL FOODS CORP | 16 | Q3 2023 | 4.3% |
| PROCTER & GAMBLE CO | 16 | Q3 2023 | 3.6% |
| CARDINAL HEALTH INC | 16 | Q3 2023 | 3.9% |
View LIBERTY ONE INVESTMENT MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-16 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-10-20 |
View LIBERTY ONE INVESTMENT 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.