ALBION FINANCIAL GROUP /UT Q4 2021 Filing

Filed February 15, 2022

Portfolio Value

$1.3T

Holdings

653

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (653 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
280,169$122.3B9.69%
2
AAPLAPPLE INC
448,009$79.6B6.30%
3
IWRISHARES TR
853,030$70.8B5.61%
4
MSFTMICROSOFT CORP
162,995$54.8B4.34%
5
AMZNAMAZON COM INC
12,060$40.2B3.19%
6
IJRISHARES TR
318,013$36.4B2.88%
7
GOOGLALPHABET INC
12,089$35.0B2.77%
8
VCSHVANGUARD SCOTTSDALE FDS
389,805$31.7B2.51%
9
HDHOME DEPOT INC
65,617$27.2B2.16%
10
VEUVANGUARD INTL EQUITY INDEX F
425,832$26.1B2.07%
11
COSTCOSTCO WHSL CORP NEW
40,246$22.8B1.81%
12
VVISA INC
102,996$22.3B1.77%
13
WQTMWISDOMTREE TR
405,613$21.0B1.67%
14
JPMJPMORGAN CHASE & CO
127,868$20.2B1.60%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
65,757$19.7B1.56%
16
IGIBISHARES TR
326,058$19.3B1.53%
17
SPYSPDR S&P 500 ETF TR
39,686$18.8B1.49%
18
JPSTJ P MORGAN EXCHANGE-TRADED F
370,123$18.7B1.48%
19
IBBISHARES TR
121,230$18.5B1.47%
20
UNHUNITEDHEALTH GROUP INC
36,476$18.3B1.45%
21
ACNACCENTURE PLC IRELAND
43,744$18.1B1.44%
22
TMOTHERMO FISHER SCIENTIFIC INC
25,937$17.3B1.37%
23
ISRGINTUITIVE SURGICAL INC
45,968$16.5B1.31%
24
XLRESELECT SECTOR SPDR TR
311,865$16.2B1.28%
25
FISVFISERV INC
142,500$14.8B1.17%
26
ADBEADOBE SYSTEMS INCORPORATED
26,020$14.8B1.17%
27
SBUXSTARBUCKS CORP
115,523$13.5B1.07%
28
NDQINVESCO QQQ TR
31,960$12.7B1.01%
29
HONHONEYWELL INTL INC
59,985$12.5B0.99%
30
QCOMQUALCOMM INC
67,981$12.4B0.98%
31
DISDISNEY WALT CO
74,657$11.5B0.91%
32
ORCLORACLE CORP
131,687$11.5B0.91%
33
CSCOCISCO SYS INC
164,031$10.4B0.82%
34
PTONPELOTON INTERACTIVE INC
281,504$10.0B0.80%Call
35
BLKCHFBLACKROCK INC
10,583$9.7B0.77%
36
DYHTARGET CORP
37,080$8.6B0.68%
37
UPSUNITED PARCEL SERVICE INC
38,994$8.4B0.66%
38
MCDMCDONALDS CORP
30,490$8.2B0.65%
39
UNPUNION PAC CORP
32,285$8.1B0.64%
40
AVGOBROADCOM INC
10,424$6.9B0.55%
41
PAYXPAYCHEX INC
50,231$6.9B0.54%
42
PEPPEPSICO INC
38,856$6.8B0.53%
43
SRLNSSGA ACTIVE ETF TR
138,892$6.3B0.50%
44
IGLBISHARES TR
89,194$6.2B0.49%
45
DGRWWISDOMTREE TR
89,896$5.9B0.47%
46
BACVERIZON COMMUNICATIONS INC
113,414$5.9B0.47%
47
FQIDIGITAL RLTY TR INC
33,266$5.9B0.47%
48
LMTLOCKHEED MARTIN CORP
16,392$5.8B0.46%
49
KMBKIMBERLY-CLARK CORP
40,744$5.8B0.46%
50
TSLATESLA INC
5,434$5.7B0.45%
51
EDCONSOLIDATED EDISON INC
66,576$5.7B0.45%
52
GEGENERAL ELECTRIC CO
59,784$5.6B0.45%
53
AMGNAMGEN INC
25,039$5.6B0.45%
54
MAINMAIN STR CAP CORP
124,227$5.6B0.44%
55
SDYSPDR SER TR
41,179$5.3B0.42%
56
DDOMINION ENERGY INC
61,717$4.8B0.38%
57
DWDMORGAN STANLEY
49,315$4.8B0.38%
58
SNOWSNOWFLAKE INC
13,677$4.6B0.37%
59
CLXCLOROX CO DEL
26,277$4.6B0.36%
60
WECWEC ENERGY GROUP INC
45,797$4.4B0.35%
61
PRFZINVESCO EXCHANGE TRADED FD T
22,440$4.3B0.34%
62
SOSOUTHERN CO
61,828$4.2B0.34%
63
HASHASBRO INC
41,254$4.2B0.33%
64
IBMINTERNATIONAL BUSINESS MACHS
30,487$4.1B0.32%
65
AQLTISHARES TR
33,234$4.1B0.32%
66
PFFISHARES TR
101,762$4.0B0.32%
67
JMSTJ P MORGAN EXCHANGE-TRADED F
74,966$3.8B0.30%
68
MMM3M CO
21,434$3.8B0.30%
69
8CWCROWN CASTLE INTL CORP NEW
16,190$3.4B0.27%
70
VIGVANGUARD SPECIALIZED FUNDS
19,588$3.4B0.27%
71
HASIHANNON ARMSTRONG SUST INFR C
62,644$3.3B0.26%
72
GPCGENUINE PARTS CO
22,135$3.1B0.25%
73
KRMDREPRO MED SYS INC
1,000,000$3.0B0.24%
74
ENPHENPHASE ENERGY INC
15,867$2.9B0.23%
75
AFLAFLAC INC
45,622$2.7B0.21%
76
PGXINVESCO EXCH TRADED FD TR II
175,184$2.6B0.21%
77
JUSTGOLDMAN SACHS ETF TR
37,957$2.6B0.21%
78
CRBNISHARES TR
14,565$2.5B0.20%
79
GBDCGOLUB CAP BDC INC
156,457$2.4B0.19%
80
CVXCHEVRON CORP NEW
20,193$2.4B0.19%
81
INTUINTUIT
3,610$2.3B0.18%
82
PYPLPAYPAL HLDGS INC
12,211$2.3B0.18%
83
AWCAMERICAN WTR WKS CO INC NEW
12,105$2.3B0.18%
84
SHESPDR SER TR
22,180$2.3B0.18%
85
LEGLEGGETT & PLATT INC
52,884$2.2B0.17%
86
ABBVABBVIE INC
15,811$2.1B0.17%
87
CUTINVESCO EXCH TRADED FD TR II
52,000$1.9B0.15%
88
TTDTHE TRADE DESK INC
19,919$1.8B0.14%
89
AMATAPPLIED MATLS INC
11,580$1.8B0.14%
90
MDTMEDTRONIC PLC
17,454$1.8B0.14%
91
GOOGALPHABET INC
619$1.8B0.14%
92
CUBECUBESMART
29,758$1.7B0.13%
93
JNJJOHNSON & JOHNSON
9,747$1.7B0.13%
94
SEDGSOLAREDGE TECHNOLOGIES INC
5,940$1.7B0.13%
95
CRMSALESFORCE COM INC
6,469$1.6B0.13%
96
NKENIKE INC
9,654$1.6B0.13%
97
RIVNRIVIAN AUTOMOTIVE INC
15,421$1.6B0.13%
98
TXNTEXAS INSTRS INC
8,336$1.6B0.12%
99
EWCISHARES INC
39,000$1.5B0.12%
100
MRKMERCK & CO INC
19,164$1.5B0.12%
Page 1 of 7Next