Q1 2024 Holdings
Filed 2024-04-18 | 109 holdings | $790.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Unitedhealth Group(UNH) | COM | 91324P102 | $9.6K | 18,103 | 1.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $10.1K | 18,058 | 1.3% |
| Williams COS(WMB) | COM | 969457100 | $10.7K | 324,563 | 1.4% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $11.2K | 76,781 | 1.4% |
| Chevron Corp(CVX) | COM | 166764100 | $11.6K | 64,379 | 1.5% |
| Oneok Inc(OKE) | COM | 682680103 | $12.4K | 188,306 | 1.6% |
| Apple Inc(AAPL) | COM | 037833100 | $14.2K | 109,213 | 1.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $15.1K | 62,988 | 1.9% |
| Bank Montreal(BMO) | COM | 063671101 | $422.0K | 4,663 | 53.4% |