Sylvest Advisors, LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$173.6B
Holdings
73
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (73 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWDISHARES TR | 104,559 | $20.3B | 11.70% | |
| 2 | SCHFSCHWAB STRATEGIC TR | 852,831 | $18.8B | 10.86% | |
| 3 | IWFISHARES TR | 40,529 | $17.2B | 9.91% | |
| 4 | VOVANGUARD INDEX FDS | 55,527 | $15.5B | 8.95% | |
| 5 | COWZPACER FDS TR | 269,220 | $14.8B | 8.55% | |
| 6 | COWGPACER FDS TR | 302,796 | $10.6B | 6.12% | |
| 7 | MSFTMICROSOFT CORP | 18,369 | $9.1B | 5.26% | |
| 8 | IJRISHARES TR | 81,192 | $8.9B | 5.11% | |
| 9 | AVEMAMERICAN CENTY ETF TR | 95,798 | $6.6B | 3.78% | |
| 10 | VTIVANGUARD INDEX FDS | 14,150 | $4.3B | 2.48% | |
| 11 | AVUVAMERICAN CENTY ETF TR | 41,864 | $3.8B | 2.20% | |
| 12 | AAPLAPPLE INC | 18,432 | $3.8B | 2.18% | |
| 13 | EZMWISDOMTREE TR | 38,525 | $2.4B | 1.37% | |
| 14 | FNYFIRST TR EXCHANGE-TRADED ALP | 17,462 | $1.4B | 0.83% | |
| 15 | CALFPACER FDS TR | 31,733 | $1.3B | 0.73% | |
| 16 | ABBVABBVIE INC | 6,504 | $1.2B | 0.70% | |
| 17 | ITOTISHARES TR | 8,322 | $1.1B | 0.65% | |
| 18 | CMICUMMINS INC | 3,342 | $1.1B | 0.63% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,996 | $969.6M | 0.56% | |
| 20 | MRKMERCK & CO INC | 11,612 | $919.2M | 0.53% | |
| 21 | NTAPNETAPP INC | 8,368 | $891.6M | 0.51% | |
| 22 | AMGNAMGEN INC | 3,163 | $883.1M | 0.51% | |
| 23 | HSYHERSHEY CO | 5,315 | $882.0M | 0.51% | |
| 24 | JNJJOHNSON & JOHNSON | 5,440 | $831.0M | 0.48% | |
| 25 | PPGPPG INDS INC | 7,221 | $821.4M | 0.47% | |
| 26 | RGLDROYAL GOLD INC | 4,599 | $817.9M | 0.47% | |
| 27 | ZTSZOETIS INC | 5,212 | $812.8M | 0.47% | |
| 28 | GGENPACT LIMITED | 17,902 | $787.9M | 0.45% | |
| 29 | CSLCARLISLE COS INC | 2,061 | $769.6M | 0.44% | |
| 30 | MOSMOSAIC CO NEW | 20,992 | $765.8M | 0.44% | |
| 31 | FDPFRESH DEL MONTE PRODUCE INC | 22,939 | $743.7M | 0.43% | |
| 32 | SSUSSTRATEGY SHS | 15,697 | $705.9M | 0.41% | |
| 33 | MOALTRIA GROUP INC | 11,380 | $667.2M | 0.38% | |
| 34 | XOMEXXON MOBIL CORP | 6,163 | $664.4M | 0.38% | |
| 35 | ISRGINTUITIVE SURGICAL INC | 1,219 | $662.4M | 0.38% | |
| 36 | CAGCONAGRA BRANDS INC | 31,054 | $635.7M | 0.37% | |
| 37 | DCIDONALDSON INC | 9,132 | $633.3M | 0.36% | |
| 38 | CMACOMERICA INC | 10,590 | $631.7M | 0.36% | |
| 39 | FYCFIRST TR EXCHANGE-TRADED ALP | 7,878 | $626.9M | 0.36% | |
| 40 | JEFJEFFERIES FINL GROUP INC | 11,394 | $623.1M | 0.36% | |
| 41 | TTCTORO CO | 8,769 | $619.8M | 0.36% | |
| 42 | CVXCHEVRON CORP NEW | 4,312 | $617.4M | 0.36% | |
| 43 | GOOGLALPHABET INC | 3,310 | $583.3M | 0.34% | |
| 44 | UPSUNITED PARCEL SERVICE INC | 5,612 | $566.5M | 0.33% | |
| 45 | DPZDOMINOS PIZZA INC | 1,240 | $558.7M | 0.32% | |
| 46 | WMTWALMART INC | 5,634 | $550.9M | 0.32% | |
| 47 | PRIPRIMERICA INC | 2,000 | $547.3M | 0.32% | |
| 48 | DEDEERE & CO | 1,060 | $538.9M | 0.31% | |
| 49 | SSNCSS&C TECHNOLOGIES HLDGS INC | 6,492 | $537.5M | 0.31% | |
| 50 | NVDANVIDIA CORPORATION | 3,372 | $532.7M | 0.31% | |
| 51 | TXNTEXAS INSTRS INC | 2,543 | $528.0M | 0.30% | |
| 52 | USBUS BANCORP DEL | 11,442 | $517.8M | 0.30% | |
| 53 | GOOGALPHABET INC | 2,915 | $517.1M | 0.30% | |
| 54 | WMBWILLIAMS COS INC | 8,158 | $512.4M | 0.30% | |
| 55 | CMCSACOMCAST CORP NEW | 14,145 | $504.8M | 0.29% | |
| 56 | PGPROCTER AND GAMBLE CO | 3,149 | $501.7M | 0.29% | |
| 57 | TRVTRAVELERS COMPANIES INC | 1,840 | $492.3M | 0.28% | |
| 58 | VVISA INC | 1,385 | $491.7M | 0.28% | |
| 59 | JHGJANUS HENDERSON GROUP PLC | 12,099 | $469.9M | 0.27% | |
| 60 | PKGPACKAGING CORP AMER | 2,386 | $449.6M | 0.26% | |
| 61 | DOXAMDOCS LTD | 4,823 | $440.1M | 0.25% | |
| 62 | TSLATESLA INC | 1,344 | $426.9M | 0.25% | |
| 63 | RSPGINVESCO EXCHANGE TRADED FD T | 5,656 | $421.3M | 0.24% | |
| 64 | FFINFIRST FINL BANKSHARES INC | 10,384 | $373.6M | 0.22% | |
| 65 | AMZNAMAZON COM INC | 1,698 | $372.5M | 0.21% | |
| 66 | RYROYAL BK CDA | 2,070 | $272.3M | 0.16% | |
| 67 | CATCATERPILLAR INC | 699 | $271.2M | 0.16% | |
| 68 | LLYELI LILLY & CO | 293 | $228.4M | 0.13% | |
| 69 | MCDMCDONALDS CORP | 770 | $225.1M | 0.13% | |
| 70 | MDTMEDTRONIC PLC | 2,488 | $216.9M | 0.12% | |
| 71 | GSGOLDMAN SACHS GROUP INC | 300 | $212.3M | 0.12% | |
| 72 | TRVCCITIGROUP INC | 2,385 | $203.0M | 0.12% | |
| 73 | VVVANGUARD INDEX FDS | 710 | $202.6M | 0.12% |