Ascent Wealth Partners, LLC Q3 2023 Filing

Filed October 20, 2023

Portfolio Value

$542.9M

Holdings

160

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (160 positions)

#StockSharesValue% PortfolioType
101
VVISA INC
24,858$00.00%
102
TTDTHE TRADE DESK INC
18,963$00.00%
103
HALHALLIBURTON CO
168,407$00.00%
104
TSLATESLA INC
4,756$00.00%
105
YUMYUM BRANDS INC
10,137$00.00%
106
HUMHUMANA INC
10,160$00.00%
107
ITWILLINOIS TOOL WKS INC
27,296$00.00%
108
CVXCHEVRON CORP NEW
12,364$00.00%
109
NDQINVESCO QQQ TR
72,649$00.00%
110
PEPPEPSICO INC
13,181$00.00%
111
MGAMAGNA INTL INC
69,568$00.00%
112
CATCATERPILLAR INC
16,610$00.00%
113
IWVISHARES TR
17,345$00.00%
114
A4SAMERIPRISE FINL INC
22,984$00.00%
115
BDXBECTON DICKINSON & CO
32,588$00.00%
116
ACNACCENTURE PLC IRELAND
36,567$00.00%
117
STTSTATE STR CORP
74,785$00.00%
118
METMETLIFE INC
23,670$00.00%
119
XYLXYLEM INC
13,696$00.00%
120
PAUGINNOVATOR ETFS TR
481,662$00.00%
121
MSFTMICROSOFT CORP
42,972$00.00%
122
ABTABBOTT LABS
96,256$00.00%
123
MCDMCDONALDS CORP
7,448$00.00%
124
KMBKIMBERLY-CLARK CORP
9,062$00.00%
125
CRMSALESFORCE INC
7,457$00.00%
126
TIPISHARES TR
53,544$00.00%
127
PANWPALO ALTO NETWORKS INC
24,271$00.00%
128
FDXFEDEX CORP
7,445$00.00%
129
PRUPRUDENTIAL FINL INC
12,590$00.00%
130
AAPLAPPLE INC
151,313$00.00%
131
JPMJPMORGAN CHASE & CO
51,479$00.00%
132
USBUS BANCORP DEL
30,709$00.00%
133
SCHWSCHWAB CHARLES CORP
19,169$00.00%
134
ADPAUTOMATIC DATA PROCESSING INC
50,099$00.00%
135
UPSUNITED PARCEL SERVICE INC
31,779$00.00%
136
XLCSELECT SECTOR SPDR TR
95,902$00.00%
137
HDHOME DEPOT INC
25,851$00.00%
138
TXNTEXAS INSTRS INC
8,456$00.00%
139
BACVERIZON COMMUNICATIONS INC
44,484$00.00%
140
IVWISHARES TR
64,692$00.00%
141
BSVVANGUARD BD INDEX FDS
20,611$00.00%
142
GOOGLALPHABET INC
57,225$00.00%
143
IEMGISHARES INC
171,971$00.00%
144
MDYSPDR S&P MIDCAP 400 ETF TR
55,801$00.00%
145
UNHUNITEDHEALTH GROUP INC
19,100$00.00%
146
KLACKLA CORP
4,419$00.00%
147
QCOMQUALCOMM INC
56,517$00.00%
148
JNJJOHNSON & JOHNSON
21,839$00.00%
149
LNTALLIANT ENERGY CORP
27,088$00.00%
150
NVDANVIDIA CORPORATION
7,286$00.00%
151
XOMEXXON MOBIL CORP
8,705$00.00%
152
APDAIR PRODS & CHEMS INC
24,255$00.00%
153
SPYSPDR S&P 500 ETF TR
4,524$00.00%
154
CHDCHURCH & DWIGHT CO INC
64,142$00.00%
155
CSCOCISCO SYS INC
27,383$00.00%
156
ROPROPER TECHNOLOGIES INC
13,997$00.00%
157
VNQVANGUARD INDEX FDS
123,422$00.00%
158
EOGEOG RES INC
11,283$00.00%
159
GSGOLDMAN SACHS GROUP INC
6,630$00.00%
160
CRWDCROWDSTRIKE HLDGS INC
6,617$00.00%
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