LIBERTY ONE INVESTMENT MANAGEMENT, LLC Q4 2023 Filing

Filed January 26, 2024

Portfolio Value

$810.4B

Holdings

169

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
1
SPTLSPDR SER TR
1,332,600$38.7B4.77%
2
LLYLILLY ELI & CO
60,976$35.5B4.39%
3
CAHCARDINAL HEALTH INC
309,072$31.2B3.84%
4
MCDMCDONALDS CORP
91,841$27.2B3.36%
5
LMTLOCKHEED MARTIN CORP
56,967$25.8B3.19%
6
RSGREPUBLIC SVCS INC
156,273$25.8B3.18%
7
PGPROCTER & GAMBLE CO
175,568$25.7B3.17%
8
DUKDUKE ENERGY CORP NEW
263,124$25.5B3.15%
9
SOSOUTHERN CO
362,786$25.4B3.14%
10
KOCOCA COLA CO
428,939$25.3B3.12%
11
WMWASTE MGMT INC DEL
139,531$25.0B3.08%
12
CLXCLOROX CO DEL
174,565$24.9B3.07%
13
LNTALLIANT ENERGY CORP
469,944$24.1B2.97%
14
JNJJOHNSON & JOHNSON
153,475$24.1B2.97%
15
KMBKIMBERLY CLARK CORP
197,211$24.0B2.96%
16
MDLZMONDELEZ INTL INC
327,963$23.8B2.93%
17
MSFTMICROSOFT CORP
62,513$23.5B2.90%
18
SYYSYSCO CORP
297,339$21.7B2.68%
19
KDPKEURIG DR PEPPER INC
652,356$21.7B2.68%
20
PEPPEPSICO INC
125,869$21.4B2.64%
21
HRLHORMEL FOODS CORP
607,714$19.5B2.41%
22
PFEPFIZER INC
651,785$18.8B2.32%
23
DOXAMDOCS LTD
168,042$14.8B1.82%
24
SBUXSTARBUCKS CORP
151,066$14.5B1.79%
25
BACVERIZON COMMUNICATIONS INC
231,362$8.7B1.08%
26
GILDGILEAD SCIENCES INC
101,794$8.2B1.02%
27
BCEBCE INC
198,935$7.8B0.97%
28
SPGPINVESCO EXCHANGE TRADED FD T
78,358$7.7B0.95%
29
NWENORTHWESTERN CORP
140,743$7.2B0.88%
30
XLVSELECT SECTOR SPDR TR
50,550$6.9B0.85%
31
SPHQINVESCO EXCHANGE TRADED FD T
113,631$6.1B0.76%
32
AVGOBROADCOM INC
4,611$5.1B0.64%
33
AMZNAMAZON COM INC
30,898$4.7B0.58%
34
INTUINTUIT
6,413$4.0B0.49%
35
CLCOLGATE PALMOLIVE CO
47,480$3.8B0.47%
36
AAPLAPPLE INC
19,635$3.8B0.47%
37
CATCATERPILLAR INC DEL
12,738$3.8B0.46%
38
COSTCOSTCO WHSL CORP NEW
5,555$3.7B0.45%
39
JPMJPMORGAN CHASE & CO
21,525$3.7B0.45%
40
EXREXTRA SPACE STORAGE INC
22,080$3.5B0.44%
41
TJXTJX COS INC NEW
37,693$3.5B0.44%
42
AFLAFLAC INC
42,276$3.5B0.43%
43
BLKCHFBLACKROCK INC
4,241$3.4B0.42%
44
GSGOLDMAN SACHS GROUP INC
8,687$3.4B0.41%
45
LWLAMB WESTON HLDGS INC
30,974$3.3B0.41%
46
RTXRAYTHEON TECHNOLOGIES CORP
39,664$3.3B0.41%
47
PLDPROLOGIS INC
24,980$3.3B0.41%
48
AMGNAMGEN INC
11,475$3.3B0.41%
49
HDHOME DEPOT INC
9,519$3.3B0.41%
50
TRVTRAVELERS COMPANIES INC
16,572$3.2B0.39%
51
WMTWALMART INC
19,592$3.1B0.38%
52
HONHONEYWELL INTL INC
14,718$3.1B0.38%
53
FRFIRST INDL RLTY TR INC
58,076$3.1B0.38%
54
MRKMERCK & CO INC
28,033$3.1B0.38%
55
UNHUNITEDHEALTH GROUP INC
5,664$3.0B0.37%
56
DEDEERE & CO
7,415$3.0B0.37%
57
TXNTEXAS INSTRS INC
17,329$3.0B0.36%
58
ELVANTHEM INC
6,011$2.8B0.35%
59
MDTMEDTRONIC PLC
34,192$2.8B0.35%
60
OREALTY INCOME CORP
48,138$2.8B0.34%
61
CVXCHEVRON CORP NEW
17,976$2.7B0.33%
62
HRHEALTHCARE RLTY TR
150,644$2.6B0.32%
63
MOATVANECK ETF TRUST
30,417$2.6B0.32%
64
SCHDSCHWAB STRATEGIC TR
33,176$2.5B0.31%
65
TSNTYSON FOODS INC
46,727$2.5B0.31%
66
NOBLPROSHARES TR
25,131$2.4B0.30%
67
TDVPROSHARES TR
34,301$2.4B0.29%
68
HSYHERSHEY CO
12,785$2.4B0.29%
69
NEENEXTERA ENERGY INC
38,967$2.4B0.29%
70
BAXBAXTER INTL INC
60,698$2.3B0.29%
71
SDYSPDR SERIES TRUST
18,549$2.3B0.29%
72
XMLVINVESCO EXCHANGE TRADED FD T
43,017$2.3B0.28%
73
SPLVINVESCO EXCHANGE TRADED FD T
36,277$2.3B0.28%
74
RSPUINVESCO EXCHANGE TRADED FD T
40,526$2.2B0.27%
75
CRWDCROWDSTRIKE HLDGS INC
6,518$1.7B0.21%
76
VDCVANGUARD WORLD FDS
8,150$1.6B0.19%
77
LULULULULEMON ATHLETICA INC
2,452$1.3B0.15%
78
SPEMSPDR INDEX SHS FDS
31,817$1.1B0.14%
79
UBSUBS GROUP AG
36,384$1.1B0.14%
80
KTOSKRATOS DEFENSE & SEC SOLUTIO
54,398$1.1B0.14%
81
XTLSPDR SERIES TRUST
13,513$1.1B0.13%
82
TWLOTWILIO INC
13,891$1.1B0.13%
83
FSLYFASTLY INC
57,389$1.0B0.13%
84
ISRGINTUITIVE SURGICAL INC
2,637$889.6M0.11%
85
GOOGALPHABET INC
6,274$884.2M0.11%
86
INGRINGREDION INC
7,948$862.6M0.11%
87
SNASNAP ON INC
2,976$859.7M0.11%
88
RGAEINSURANCE GRP OF AMERICA I
5,308$858.7M0.11%
89
VVISA INC
3,268$850.9M0.11%
90
SAMBOSTON BEER INC
2,437$842.2M0.10%
91
LNGCHENIERE ENERGY INC
4,927$841.1M0.10%
92
NVSNNOVARTIS A G
8,101$818.0M0.10%
93
ONON SEMICONDUCTOR CORP
9,525$795.6M0.10%
94
IQVIQVIA HLDGS INC
3,381$782.3M0.10%
95
TENBTENABLE HLDGS INC
16,675$768.1M0.09%
96
NGGNATIONAL GRID PLC
11,278$766.8M0.09%
97
VICIVICI PPTYS INC
23,722$756.3M0.09%
98
COLDAMERICOLD RLTY TR
24,447$740.0M0.09%
99
VNQIVANGUARD INTL EQUITY INDEX F
17,190$732.1M0.09%
100
ULUNILEVER PLC
14,900$722.4M0.09%
Page 1 of 2Next