ALBION FINANCIAL GROUP /UT Q4 2024 Filing

Filed January 17, 2025

Portfolio Value

$1.5B

Holdings

683

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (683 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
293,297$158.0T10815041.77%
2
AAPLAPPLE INC
351,175$87.9T6018348.46%
3
IWRISHARES TR
876,233$77.5T5300987.26%
4
MSFTMICROSOFT CORP
137,596$58.0T3969080.32%
5
AMZNAMAZON COM INC
247,541$54.3T3716633.59%
6
GOOGLALPHABET INC
262,522$49.7T3400957.69%
7
NVDANVIDIA CORPORATION
305,306$41.0T2805848.20%
8
IJRISHARES TR
326,955$37.7T2578109.36%
9
LVHDLEGG MASON ETF INVT
837,466$32.1T2198521.64%
10
VGITVANGUARD SCOTTSDALE FDS
528,491$30.7T2097736.48%
11
BRK/BBERKSHIRE HATHAWAY INC DEL
66,853$30.3T2073837.17%
12
AVGOBROADCOM INC
127,088$29.5T2016400.02%
13
FISVFISERV INC
138,884$28.5T1952443.71%
14
ORCLORACLE CORP
162,076$27.0T1848344.67%
15
HDHOME DEPOT INC
66,712$26.0T1775936.99%
16
VEUVANGUARD INTL EQUITY INDEX F
443,638$25.5T1743017.33%
17
VCSHVANGUARD SCOTTSDALE FDS
324,898$25.3T1734532.15%
18
JMBSJANUS DETROIT STR TR
541,875$23.9T1638361.28%
19
JAAAJANUS DETROIT STR TR
464,534$23.6T1612113.80%
20
JPMJPMORGAN CHASE & CO.
95,568$22.9T1567772.50%
21
SPYSPDR S&P 500 ETF TR
36,800$21.6T1476011.38%
22
VVISA INC
67,002$21.2T1449159.19%
23
COSTCOSTCO WHSL CORP NEW
21,846$20.0T1369850.84%
24
UNHUNITEDHEALTH GROUP INC
34,833$17.6T1205897.20%
25
ACNACCENTURE PLC IRELAND
48,576$17.1T1169470.06%
26
IBBISHARES TR
128,698$17.0T1164454.52%
27
LMTLOCKHEED MARTIN CORP
30,719$14.9T1021577.20%
28
XLRESELECT SECTOR SPDR TR
341,562$13.9T950668.48%
29
HONHONEYWELL INTL INC
60,683$13.7T938106.77%
30
TMOTHERMO FISHER SCIENTIFIC INC
25,684$13.4T914421.12%
31
SBUXSTARBUCKS CORP
146,014$13.3T911828.63%
32
VRTVERTIV HOLDINGS CO
108,687$12.3T845045.37%
33
BLKBLACKROCK INC
11,355$11.6T796618.71%
34
DISDISNEY WALT CO
100,307$11.2T764374.38%
35
SCHDSCHWAB STRATEGIC TR
393,304$10.7T735349.96%
36
NDQINVESCO QQQ TR
20,311$10.4T710608.82%
37
MUBISHARES TR
88,678$9.4T646627.74%
38
CSCOCISCO SYS INC
158,815$9.4T643425.83%
39
GEGE AEROSPACE
52,731$8.8T601895.41%
40
MCDMCDONALDS CORP
29,749$8.6T590197.29%
41
QCOMQUALCOMM INC
55,258$8.5T580932.21%
42
DWDMORGAN STANLEY
65,279$8.2T561646.24%
43
UNPUNION PAC CORP
35,299$8.0T550885.84%
44
JUSTGOLDMAN SACHS ETF TR
96,715$8.0T550246.78%
45
ABBVABBVIE INC
45,218$8.0T549905.49%
46
DGRWWISDOMTREE TR
88,927$7.2T492524.93%
47
PAYXPAYCHEX INC
49,807$7.0T477953.19%
48
AMGNAMGEN INC
26,323$6.9T469523.16%
49
MAINMAIN STR CAP CORP
113,917$6.7T456691.47%
50
SOSOUTHERN CO
78,310$6.4T441169.97%
51
PEPPEPSICO INC
39,108$5.9T406973.02%
52
UBERUBER TECHNOLOGIES INC
93,151$5.6T384533.25%
53
PGPROCTER AND GAMBLE CO
33,058$5.5T379284.54%
54
WECWEC ENERGY GROUP INC
56,403$5.3T362994.36%
55
DYHTARGET CORP
38,767$5.2T358640.81%
56
CLXCLOROX CO DEL
32,105$5.2T356837.52%
57
AFLAFLAC INC
49,684$5.1T351714.32%
58
UPSUNITED PARCEL SERVICE INC
39,652$5.0T342188.37%
59
TXNTEXAS INSTRS INC
25,818$4.8T331307.79%
60
KMBKIMBERLY-CLARK CORP
36,008$4.7T322914.79%
61
PRFZINVESCO EXCHANGE TRADED FD T
112,200$4.7T319503.46%
62
PWRDTCW ETF TRUST
64,221$4.7T318947.48%
63
PABUISHARES TR
70,245$4.6T312666.21%
64
MRKMERCK & CO INC
44,851$4.5T305345.47%
65
EDCONSOLIDATED EDISON INC
49,778$4.4T303971.82%
66
GEVGE VERNOVA INC
13,181$4.3T296713.22%
67
IYTISHARES TR
64,148$4.3T296634.79%
68
AQLTISHARES TR
33,000$4.3T296504.01%
69
JMSTJ P MORGAN EXCHANGE TRADED F
78,352$4.0T271912.20%
70
CUBECUBESMART
86,664$3.7T254140.24%
71
SHESPDR SER TR
31,237$3.6T247550.47%
72
ABTABBOTT LABS
30,579$3.5T236707.12%
73
NNNNNN REIT INC
84,132$3.4T235200.57%
74
CVXCHEVRON CORP NEW
22,113$3.2T219188.10%
75
GPCGENUINE PARTS CO
26,344$3.1T210504.25%
76
TSLATESLA INC
7,099$2.9T196196.67%
77
HASHASBRO INC
48,423$2.7T185278.99%
78
GOOGALPHABET INC
13,700$2.6T178551.59%
79
IFFINTERNATIONAL FLAVORS&FRAGRA
29,400$2.5T170116.30%
80
8CWCROWN CASTLE INC
26,990$2.4T167641.86%
81
SRLNSSGA ACTIVE ETF TR
58,310$2.4T166523.89%
82
WSMWILLIAMS SONOMA INC
11,802$2.2T149566.66%
83
KRMDKORU MEDICAL SYSTEMS INC
566,374$2.2T149227.56%
84
ARCCARES CAPITAL CORP
92,910$2.0T139185.26%
85
CRMSALESFORCE INC
5,953$2.0T136205.34%
86
DMXFISHARES TR
26,297$1.7T116293.46%
87
GBDCGOLUB CAP BDC INC
109,828$1.7T113945.08%
88
TTDTHE TRADE DESK INC
14,017$1.6T112742.86%
89
CUTINVESCO EXCH TRADED FD TR II
52,000$1.6T112691.88%
90
SOXXISHARES TR
7,462$1.6T110044.29%
91
MDTMEDTRONIC PLC
19,858$1.6T108557.24%
92
EWCISHARES INC
39,000$1.6T107560.95%
93
XYLXYLEM INC
13,447$1.6T106768.53%
94
GEHCGE HEALTHCARE TECHNOLOGIES I
19,825$1.5T106070.35%
95
CRBNISHARES TR
7,825$1.5T103669.82%
96
FQIDIGITAL RLTY TR INC
8,278$1.5T100459.89%
97
PTONPELOTON INTERACTIVE INC
166,000$1.4T98835.36%
98
RIVNRIVIAN AUTOMOTIVE INC
107,307$1.4T97670.85%
99
IBMINTERNATIONAL BUSINESS MACHS
6,325$1.4T95161.37%
100
VTIVANGUARD INDEX FDS
4,758$1.4T94367.58%
Page 1 of 7Next