OneAscent Wealth Management LLC Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$242.5M

Holdings

159

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (159 positions)

StockValue
VTCVANGUARD SCOTTSDALE FDS
$322K
MCKMCKESSON CORP
$321K
DUKDUKE ENERGY CORP NEW
$320K
IWFISHARES TR
$320K
IRMIRON MTN INC DEL
$319K
BMYBRISTOL-MYERS SQUIBB CO
$310K
VEAVANGUARD TAX-MANAGED FDS
$307K
YUMYUM BRANDS INC
$303K
QCOMQUALCOMM INC
$301K
FFORD MTR CO
$300K
VPUVANGUARD WORLD FD
$296K
APPAPPLOVIN CORP
$295K
IJHISHARES TR
$293K
VSTVISTRA CORP
$288K
ACWVISHARES INC
$283K
NDQINVESCO QQQ TR
$283K
COPCONOCOPHILLIPS
$283K
KRKROGER CO
$283K
STESTERIS PLC
$281K
TPLCTIMOTHY PLAN
$281K
DHID R HORTON INC
$278K
BILSPDR SER TR
$278K
GRMNGARMIN LTD
$276K
CITHE CIGNA GROUP
$275K
HLIHOULIHAN LOKEY INC
$274K
GMGENERAL MTRS CO
$268K
TPIFTIMOTHY PLAN
$268K
LLYELI LILLY & CO
$268K
MPCMARATHON PETE CORP
$267K
EGPEASTGROUP PPTYS INC
$264K
IJRISHARES TR
$264K
WDAYWORKDAY INC
$262K
NDAQNASDAQ INC
$249K
TDTTFLEXSHARES TR
$246K
HDHOME DEPOT INC
$244K
DBAINVESCO DB MULTI-SECTOR COMM
$241K
PEGPUBLIC SVC ENTERPRISE GRP IN
$240K
FERGFERGUSON ENTERPRISES INC
$237K
PYPLPAYPAL HLDGS INC
$235K
ROLROLLINS INC
$234K
PNRPENTAIR PLC
$233K
RSPINVESCO EXCHANGE TRADED FD T
$232K
AMTAMERICAN TOWER CORP NEW
$227K
VLOVALERO ENERGY CORP
$227K
OKEONEOK INC NEW
$226K
UCONFIRST TR EXCHNG TRADED FD VI
$219K
MCDMCDONALDS CORP
$214K
ODFLOLD DOMINION FREIGHT LINE IN
$213K
PHPARKER-HANNIFIN CORP
$212K
VRSKVERISK ANALYTICS INC
$210K
IPINTERNATIONAL PAPER CO
$210K
MSIMOTOROLA SOLUTIONS INC
$209K
GILDGILEAD SCIENCES INC
$207K
VUGVANGUARD INDEX FDS
$204K
DEDEERE & CO
$202K
HBANHUNTINGTON BANCSHARES INC
$176K
NCDLNUVEEN CHURCHILL DIRECT LEND
$171K
NUNU HLDGS LTD
$129K
ABATAMERICAN BATTERY TECHNOLOGY
$26K
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