$733 Million is the total value of LIBERTY ONE INVESTMENT MANAGEMENT, LLC's 169 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 17.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCD | Buy | MCDONALDS CORP | $28,779,704 | +8.8% | 102,928 | +2.6% | 3.92% | +3.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $28,703,762 | -0.0% | 60,719 | +2.9% | 3.91% | -5.1% |
| KMB | Buy | KIMBERLY CLARK CORP | $27,801,136 | +2.9% | 207,131 | +4.1% | 3.79% | -2.3% |
| SO | Buy | SOUTHERN CO | $27,427,300 | +6.7% | 394,184 | +9.5% | 3.74% | +1.3% |
| PEP | Buy | PEPSICO INC | $26,244,067 | +6.6% | 143,961 | +5.6% | 3.58% | +1.2% |
| LNT | Buy | ALLIANT ENERGY CORP | $26,197,447 | +7.4% | 490,589 | +11.0% | 3.57% | +1.9% |
| CLX | Buy | CLOROX CO DEL | $25,422,760 | +20.9% | 160,660 | +7.3% | 3.47% | +14.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $24,863,137 | -5.3% | 160,407 | +7.9% | 3.39% | -10.1% |
| CAH | Sell | CARDINAL HEALTH INC | $24,699,934 | -5.8% | 327,151 | -4.1% | 3.37% | -10.6% |
| PG | Buy | PROCTER & GAMBLE CO | $24,407,133 | +4.9% | 164,148 | +7.0% | 3.33% | -0.4% |
| KO | Buy | COCA COLA CO | $23,962,953 | +3.7% | 386,312 | +6.3% | 3.27% | -1.6% |
| LLY | Buy | LILLY ELI & CO | $23,875,731 | -4.5% | 69,523 | +1.8% | 3.26% | -9.3% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $22,737,058 | +8.5% | 326,120 | +3.7% | 3.10% | +3.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $22,071,209 | +1.3% | 228,788 | +8.2% | 3.01% | -3.8% |
| WM | Buy | WASTE MGMT INC DEL | $21,547,878 | +12.7% | 132,058 | +8.3% | 2.94% | +7.0% |
| RSG | Buy | REPUBLIC SVCS INC | $21,468,641 | +15.0% | 158,768 | +9.7% | 2.93% | +9.1% |
| PFE | Buy | PFIZER INC | $20,467,963 | -10.7% | 501,666 | +12.2% | 2.79% | -15.2% |
| KDP | Buy | KEURIG DR PEPPER INC | $20,340,578 | +7.8% | 576,547 | +9.0% | 2.77% | +2.4% |
| SYY | Buy | SYSCO CORP | $20,161,141 | +10.1% | 261,053 | +9.0% | 2.75% | +4.5% |
| HRL | Buy | HORMEL FOODS CORP | $20,109,914 | -2.9% | 504,261 | +10.9% | 2.74% | -7.8% |
| MSFT | Buy | MICROSOFT CORP | $17,779,808 | +33.2% | 61,671 | +10.8% | 2.42% | +26.4% |
| DOX | Buy | AMDOCS LTD | $14,563,931 | +12.1% | 151,660 | +6.1% | 1.99% | +6.4% |
| SBUX | Buy | STARBUCKS CORP | $14,406,944 | +9.1% | 138,355 | +3.9% | 1.96% | +3.6% |
| BCE | Buy | BCE INC | $12,012,250 | +6.1% | 268,190 | +4.1% | 1.64% | +0.7% |
| NWE | Buy | NORTHWESTERN CORP | $12,010,927 | -0.9% | 207,586 | +1.7% | 1.64% | -5.9% |
| T | Buy | AT&T INC | $11,634,407 | +7.4% | 604,385 | +2.7% | 1.59% | +2.0% |
| GILD | Sell | GILEAD SCIENCES INC | $11,528,953 | -22.2% | 138,953 | -19.5% | 1.57% | -26.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $11,292,217 | +14.1% | 290,363 | +15.6% | 1.54% | +8.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,513,132 | +1.8% | 35,874 | +4.9% | 0.48% | -3.4% |
| CL | Buy | COLGATE PALMOLIVE CO | $3,256,291 | +3.6% | 43,331 | +8.6% | 0.44% | -1.8% |
| LW | Buy | LAMB WESTON HLDGS INC | $3,095,478 | +19.7% | 29,616 | +2.4% | 0.42% | +13.7% |
| AAPL | Buy | APPLE INC | $3,051,067 | +41.9% | 18,503 | +11.8% | 0.42% | +34.6% |
| AVGO | Buy | BROADCOM INC | $2,945,569 | +23.1% | 4,591 | +7.3% | 0.40% | +16.9% |
| AMZN | Buy | AMAZON COM INC | $2,863,922 | +46.6% | 27,727 | +19.3% | 0.39% | +39.1% |
| HSY | Buy | HERSHEY CO | $2,813,816 | +18.0% | 11,060 | +7.4% | 0.38% | +12.3% |
| LSI | Buy | LIFE STORAGE INC | $2,784,130 | +60.1% | 21,238 | +20.3% | 0.38% | +52.0% |
| TJX | Buy | TJX COS INC NEW | $2,726,104 | +3.8% | 34,789 | +5.4% | 0.37% | -1.3% |
| MRK | Buy | MERCK & CO INC | $2,722,323 | -0.6% | 25,588 | +3.7% | 0.37% | -5.6% |
| PLD | Buy | PROLOGIS INC | $2,694,519 | +19.3% | 21,596 | +7.8% | 0.37% | +13.3% |
| TXN | Buy | TEXAS INSTRS INC | $2,677,718 | +24.1% | 14,396 | +10.3% | 0.36% | +17.7% |
| CAT | Buy | CATERPILLAR INC DEL | $2,626,247 | -0.2% | 11,476 | +4.4% | 0.36% | -5.3% |
| DE | Buy | DEERE & CO | $2,627,818 | +1.9% | 6,365 | +5.8% | 0.36% | -3.5% |
| FR | New | FIRST INDL RLTY TR INC | $2,622,762 | – | 49,300 | +100.0% | 0.36% | – |
| WMT | Buy | WALMART INC | $2,572,654 | +14.8% | 17,448 | +10.4% | 0.35% | +9.0% |
| CVX | Buy | CHEVRON CORP NEW | $2,519,700 | -4.9% | 15,443 | +4.6% | 0.34% | -9.7% |
| AFL | Buy | AFLAC INC | $2,476,339 | -5.2% | 38,381 | +5.7% | 0.34% | -9.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,474,234 | +6.5% | 18,987 | +9.6% | 0.34% | +0.9% |
| INTC | Buy | INTEL CORP | $2,473,585 | +57.3% | 75,714 | +27.2% | 0.34% | +49.1% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $2,464,303 | +7.4% | 52,077 | -0.1% | 0.34% | +1.8% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $2,446,953 | +0.5% | 26,819 | -0.8% | 0.33% | -4.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,437,507 | +21.2% | 4,906 | +11.3% | 0.33% | +14.9% |
| RYU | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $2,411,808 | -3.1% | 21,268 | -0.6% | 0.33% | -8.1% |
| O | Buy | REALTY INCOME CORP | $2,414,753 | +9.6% | 38,136 | +9.8% | 0.33% | +4.1% |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $2,415,071 | -2.2% | 19,522 | -1.1% | 0.33% | -7.3% |
| TRV | Buy | TRAVELERS COMPANIES INC | $2,415,666 | -2.1% | 14,093 | +7.0% | 0.33% | -7.3% |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $2,390,594 | +2.6% | 28,026 | -0.7% | 0.33% | -2.7% |
| SPLV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 low vol | $2,381,564 | -2.3% | 38,166 | +0.1% | 0.32% | -7.1% |
| BLK | Buy | BLACKROCK INC | $2,380,659 | +4.3% | 3,558 | +10.5% | 0.32% | -0.9% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,381,934 | +4.1% | 7,282 | +9.2% | 0.32% | -1.2% |
| HON | Buy | HONEYWELL INTL INC | $2,373,535 | -1.8% | 12,419 | +10.1% | 0.32% | -6.6% |
| AMGN | Buy | AMGEN INC | $2,375,876 | +0.8% | 9,828 | +9.5% | 0.32% | -4.4% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $2,375,435 | -5.2% | 18,349 | -0.5% | 0.32% | -10.0% |
| HD | Buy | HOME DEPOT INC | $2,364,954 | +3.7% | 8,014 | +11.0% | 0.32% | -1.5% |
| XMLV | Sell | INVESCO EXCHANGE TRADED FD Ts&p midcp low | $2,358,218 | -2.3% | 45,004 | -0.3% | 0.32% | -7.2% |
| NEE | Buy | NEXTERA ENERGY INC | $2,347,270 | +3.5% | 30,452 | +12.2% | 0.32% | -1.8% |
| ANTM | Buy | ANTHEM INC | $2,336,534 | -2.4% | 5,082 | +8.9% | 0.32% | -7.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,302,425 | -1.7% | 4,872 | +10.3% | 0.31% | -6.5% |
| MDT | Buy | MEDTRONIC PLC | $2,229,033 | +27.4% | 27,649 | +22.8% | 0.30% | +21.1% |
| Buy | HEALTHCARE RLTY TR | $2,169,818 | +22.1% | 112,251 | +21.7% | 0.30% | +16.1% | |
| TSN | Buy | TYSON FOODS INCcl a | $2,042,059 | +17.9% | 34,424 | +23.7% | 0.28% | +11.6% |
| BAX | Buy | BAXTER INTL INC | $1,788,230 | +7.4% | 44,089 | +35.0% | 0.24% | +2.1% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $1,729,421 | -1.1% | 8,937 | -2.1% | 0.24% | -6.0% |
| ON | Sell | ON SEMICONDUCTOR CORP | $1,386,186 | +23.1% | 16,839 | -6.7% | 0.19% | +16.7% |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $1,136,773 | +3.3% | 3,740 | -3.8% | 0.16% | -1.9% |
| LNG | Sell | CHENIERE ENERGY INC | $1,126,256 | -0.5% | 7,146 | -5.3% | 0.15% | -5.5% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,111,288 | +4.2% | 32,560 | +0.6% | 0.15% | -0.7% |
| XTL | Buy | SPDR SERIES TRUST | $1,102,849 | -0.1% | 13,605 | +0.6% | 0.15% | -5.7% |
| LULU | Sell | LULULEMON ATHLETICA INC | $1,060,157 | +13.6% | 2,911 | -0.1% | 0.14% | +8.2% |
| UBS | Sell | UBS GROUP AG | $1,046,990 | +7.8% | 49,062 | -5.7% | 0.14% | +2.1% |
| INGR | Sell | INGREDION INC | $1,025,373 | +0.7% | 10,079 | -3.1% | 0.14% | -4.1% |
| ENPH | Sell | ENPHASE ENERGY INC | $1,019,017 | -22.8% | 4,846 | -2.7% | 0.14% | -26.8% |
| SNA | Sell | SNAP ON INC | $985,857 | +3.5% | 3,993 | -4.2% | 0.13% | -2.2% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $967,477 | +1.3% | 10,516 | -0.1% | 0.13% | -3.6% |
| NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $959,853 | +11.8% | 14,118 | -0.8% | 0.13% | +6.5% |
| FSLY | Buy | FASTLY INCcl a | $954,476 | +139.1% | 53,743 | +10.3% | 0.13% | +128.1% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $946,682 | +43.8% | 6,897 | +10.3% | 0.13% | +35.8% |
| UL | Sell | UNILEVER PLCspon adr new | $940,349 | -4.2% | 18,108 | -7.1% | 0.13% | -9.2% |
| V | Sell | VISA INC | $894,436 | +5.8% | 3,967 | -2.5% | 0.12% | +0.8% |
| TENB | Buy | TENABLE HLDGS INC | $872,094 | +26.3% | 18,356 | +1.4% | 0.12% | +20.2% |
| RGA | Sell | EINSURANCE GRP OF AMERICA I | $843,998 | -10.3% | 6,357 | -4.0% | 0.12% | -14.8% |
| COLD | Sell | AMERICOLD RLTY TR | $843,117 | -1.4% | 29,635 | -1.9% | 0.12% | -6.5% |
| VICI | Sell | VICI PPTYS INC | $828,975 | -0.4% | 25,413 | -1.1% | 0.11% | -5.8% |
| WTRG | Sell | ESSENTIAL UTILS INC | $825,323 | -10.0% | 18,908 | -1.5% | 0.11% | -14.4% |
| WPC | Sell | WP CAREY INC | $812,237 | -1.9% | 10,487 | -1.0% | 0.11% | -6.7% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $791,191 | -4.1% | 3,097 | -0.4% | 0.11% | -9.2% |
| SAM | Buy | BOSTON BEER INCcl a | $782,635 | +0.3% | 2,381 | +0.5% | 0.11% | -4.5% |
| IQV | Sell | IQVIA HLDGS INC | $741,263 | -3.7% | 3,727 | -0.8% | 0.10% | -9.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $726,336 | +21.4% | 6,984 | +3.5% | 0.10% | +15.1% |
| D | Sell | DOMINION ENERGY INC | $720,457 | -10.9% | 12,886 | -2.3% | 0.10% | -15.5% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $710,088 | -1.2% | 17,503 | +0.7% | 0.10% | -5.8% |
| ENV | Sell | ENVESTNET INC | $712,371 | -5.8% | 12,142 | -0.9% | 0.10% | -11.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $703,714 | +18.1% | 6,887 | +1.8% | 0.10% | +11.6% |
| KTOS | Buy | KRATOS DEFENSE & SEC SOLUTIO | $703,009 | +38.8% | 52,152 | +6.3% | 0.10% | +31.5% |
| SWX | Buy | SOUTHWEST GAS HOLDINGS INC | $676,670 | +5.1% | 10,835 | +4.1% | 0.09% | -1.1% |
| GOOS | Buy | CANADA GOOSE HLDGS INC | $619,311 | +11.3% | 32,172 | +3.0% | 0.08% | +5.0% |
| TWLO | Buy | TWILIO INCcl a | $594,340 | +68.1% | 8,920 | +23.5% | 0.08% | +58.8% |
| RGNX | Buy | REGENXBIO INC | $557,467 | -14.8% | 29,480 | +2.2% | 0.08% | -19.1% |
| RUN | Buy | SUNRUN INC | $505,040 | -12.6% | 25,064 | +4.2% | 0.07% | -16.9% |
| MDGL | Sell | MADRIGAL PHARMACEUTICALS INC | $394,642 | -29.5% | 1,629 | -15.6% | 0.05% | -32.5% |
| NUE | Sell | NUCOR CORP | $285,210 | +7.5% | 1,846 | -8.3% | 0.04% | +2.6% |
| AES | Sell | AES CORP | $229,855 | -21.9% | 9,545 | -6.7% | 0.03% | -26.2% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $220,228 | +59.0% | 2,247 | +5.0% | 0.03% | +50.0% |
| NVEE | Sell | NV5 GLOBAL INC | $208,460 | -27.0% | 2,005 | -7.1% | 0.03% | -31.7% |
| NOW | Buy | SERVICENOW INC | $201,688 | +22.8% | 434 | +2.6% | 0.03% | +16.7% |
| DOW | Sell | DOW INC | $206,983 | +3.7% | 3,776 | -4.6% | 0.03% | -3.4% |
| UAL | Sell | UNITED AIRLS HLDGS INC | $208,639 | +10.3% | 4,715 | -6.0% | 0.03% | +3.7% |
| CFG | Sell | CITIZENS FINANCIAL GROUP INC | $197,582 | -24.0% | 6,506 | -1.5% | 0.03% | -27.0% |
| CHWY | Sell | CHEWY INCcl a | $195,834 | +0.5% | 5,239 | -0.3% | 0.03% | -3.6% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $198,406 | +23.7% | 2,133 | -0.9% | 0.03% | +17.4% |
| STM | Sell | STMICROELECTRONICS N Vny registry | $193,426 | +42.7% | 3,618 | -5.0% | 0.03% | +36.8% |
| CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $175,221 | +10.2% | 3,874 | -1.0% | 0.02% | +4.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $159,507 | -0.3% | 277 | -4.8% | 0.02% | -4.3% |
| SNOW | Buy | SNOWFLAKE INCcl a | $154,753 | +21.5% | 1,003 | +13.1% | 0.02% | +16.7% |
| LTHM | Sell | LIVENT CORP | $136,749 | +4.9% | 6,296 | -4.0% | 0.02% | 0.0% |
| S | Buy | SENTINELONE INCcl a | $124,418 | +33.1% | 7,605 | +18.7% | 0.02% | +30.8% |
| ESTC | Buy | ELASTIC N V | $116,379 | +24.6% | 2,010 | +10.9% | 0.02% | +23.1% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $116,103 | +36.0% | 13,740 | +3.3% | 0.02% | +33.3% |
| DIAX | Sell | NUVEEN DOW 30 DYN OVERWRITE | $120,222 | -64.9% | 8,189 | -62.9% | 0.02% | -67.3% |
| ETY | Sell | EATON VANCE TX MGD DIV EQ IN | $111,308 | -59.3% | 9,538 | -62.1% | 0.02% | -61.5% |
| AVXL | Sell | ANAVEX LIFE SCIENCES CORP | $110,767 | -10.6% | 12,925 | -3.4% | 0.02% | -16.7% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $113,153 | -19.7% | 1,489 | +7.0% | 0.02% | -25.0% |
| UPST | Buy | UPSTART HLDGS INC | $73,873 | +64.2% | 4,649 | +36.6% | 0.01% | +66.7% |
| APPS | Buy | DIGITAL TURBINE INC | $58,067 | -2.1% | 4,698 | +20.8% | 0.01% | -11.1% |
| IBRX | Buy | IMMUNITYBIO INC | $56,218 | -63.1% | 30,889 | +2.7% | 0.01% | -63.6% |
| NTR | Sell | NUTRIEN LTD | $31,098 | -60.9% | 422 | -61.3% | 0.00% | -63.6% |
| MTZ | MASTEC INC | $14,449 | +10.7% | 153 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORPcl a | $13,141 | +16.6% | 125 | 0.0% | 0.00% | 0.0% | |
| PHM | PULTE GROUP INC | $16,053 | +28.3% | 275 | 0.0% | 0.00% | 0.0% | |
| IDCC | Buy | INTERDIGITAL INC | $11,053 | +47.8% | 152 | +0.7% | 0.00% | +100.0% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $11,130 | -3.1% | 99 | +1.0% | 0.00% | 0.0% |
| TMUS | Buy | T MOBILE US INC | $14,629 | +37.5% | 101 | +32.9% | 0.00% | 0.0% |
| TGT | New | TARGET CORP | $16,137 | – | 97 | +100.0% | 0.00% | – |
| TGTX | Buy | TG THERAPEUTICS INC | $7,174 | +389.0% | 477 | +284.7% | 0.00% | – |
| TTD | New | THE TRADE DESK INC | $7,126 | – | 117 | +100.0% | 0.00% | – |
| CSGP | New | COSTAR GROUP INC | $7,160 | – | 104 | +100.0% | 0.00% | – |
| TSCO | New | TRACTOR SUPPLY CO | $7,286 | – | 31 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC | $7,646 | – | 124 | +100.0% | 0.00% | – |
| TRMB | TRIMBLE INC | $5,819 | +3.7% | 111 | 0.0% | 0.00% | 0.0% | |
| SQ | New | BLOCK INCcl a | $7,552 | – | 110 | +100.0% | 0.00% | – |
| GNRC | New | GENERAC HLDGS INC | $6,913 | – | 64 | +100.0% | 0.00% | – |
| SOFI | New | SOFI TECHNOLOGIES INC | $7,193 | – | 1,185 | +100.0% | 0.00% | – |
| HDB | New | HDFC BANK LTDsponsored ads | $7,278 | – | 109 | +100.0% | 0.00% | – |
| SE | New | SEA LTDsponsord ads | $7,357 | – | 85 | +100.0% | 0.00% | – |
| ZS | New | ZSCALER INC | $7,477 | – | 64 | +100.0% | 0.00% | – |
| KRYS | New | KRYSTAL BIOTECH INC | $7,125 | – | 89 | +100.0% | 0.00% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC | $9,282 | -18.8% | 73 | +1.4% | 0.00% | -50.0% |
| NVCR | New | NOVOCURE LTD | $7,337 | – | 122 | +100.0% | 0.00% | – |
| OSK | New | OSHKOSH CORP | $7,697 | – | 93 | +100.0% | 0.00% | – |
| MDB | New | MONGODB INCcl a | $7,693 | – | 33 | +100.0% | 0.00% | – |
| IRDM | New | IRIDIUM COMMUNICATIONS INC | $7,203 | – | 116 | +100.0% | 0.00% | – |
| BA | New | BOEING CO | $7,435 | – | 35 | +100.0% | 0.00% | – |
| BEAM | New | BEAM THERAPEUTICS INC | $7,043 | – | 230 | +100.0% | 0.00% | – |
| BIDU | New | BAIDU INCspon adr rep a | $7,093 | – | 47 | +100.0% | 0.00% | – |
| K | Buy | KELLOGG CO | $7,111 | -5.1% | 106 | +1.0% | 0.00% | 0.0% |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $7,226 | – | 49 | +100.0% | 0.00% | – |
| KR | New | KROGER CO | $7,074 | – | 143 | +100.0% | 0.00% | – |
| ALLY | Buy | ALLY FINL INC | $9,546 | +5.0% | 374 | +0.5% | 0.00% | 0.0% |
| SIVB | Buy | SVB FINANCIAL GROUP | $454 | -99.5% | 501 | +15.4% | 0.00% | -100.0% |
| MKC | MCCORMICK & CO INC | $2,838 | +0.9% | 34 | 0.0% | 0.00% | – | |
| STEM | Exit | STEM INC | $0 | – | -429 | -100.0% | -0.00% | – |
| SRCL | Exit | STERICYCLE INC | $0 | – | -146 | -100.0% | -0.00% | – |
| CVI | Exit | CVR ENERGY INC | $0 | – | -566 | -100.0% | -0.00% | – |
| MMM | Exit | 3M CO | $0 | – | -761 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.