Ascent Wealth Partners, LLC Q1 2023 Filing

Filed April 25, 2023

Portfolio Value

$497.6M

Holdings

147

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (147 positions)

#StockSharesValue% PortfolioType
101
PFEPFIZER INC
40,129$00.00%
102
NVSNNOVARTIS AG
13,867$00.00%
103
DWDMORGAN STANLEY
22,363$00.00%
104
AMZNAMAZON COM INC
36,648$00.00%
105
VVISA INC
23,664$00.00%
106
TTDTHE TRADE DESK INC
18,238$00.00%
107
HALHALLIBURTON CO
158,562$00.00%
108
PSAPUBLIC STORAGE
4,617$00.00%
109
ATVIEURACTIVISION BLIZZARD INC
19,108$00.00%
110
YUMYUM BRANDS INC
9,647$00.00%
111
HUMHUMANA INC
4,537$00.00%
112
ITWILLINOIS TOOL WKS INC
26,708$00.00%
113
CVXCHEVRON CORP NEW
11,927$00.00%
114
NDQINVESCO QQQ TR
65,991$00.00%
115
PEPPEPSICO INC
10,099$00.00%
116
MGAMAGNA INTL INC
67,783$00.00%
117
CATCATERPILLAR INC
15,720$00.00%
118
IWVISHARES TR
18,677$00.00%
119
A4SAMERIPRISE FINL INC
21,957$00.00%
120
BDXBECTON DICKINSON & CO
28,020$00.00%
121
ACNACCENTURE PLC IRELAND
33,896$00.00%
122
STTSTATE STR CORP
67,754$00.00%
123
METMETLIFE INC
21,897$00.00%
124
XYLXYLEM INC
13,184$00.00%
125
GNRCGENERAC HLDGS INC
9,911$00.00%
126
PAUGINNOVATOR ETFS TR
436,789$00.00%
127
MSFTMICROSOFT CORP
36,926$00.00%
128
ABTABBOTT LABS
90,879$00.00%
129
MCDMCDONALDS CORP
8,046$00.00%
130
KMBKIMBERLY-CLARK CORP
8,076$00.00%
131
CRMSALESFORCE INC
6,841$00.00%
132
TIPISHARES TR
58,289$00.00%
133
PANWPALO ALTO NETWORKS INC
23,640$00.00%
134
FDXFEDEX CORP
7,005$00.00%
135
AAPLAPPLE INC
146,446$00.00%
136
JPMJPMORGAN CHASE & CO
47,830$00.00%
137
3M4MASIMO CORP
16,126$00.00%
138
ADPAUTOMATIC DATA PROCESSING INC
45,690$00.00%
139
UPSUNITED PARCEL SERVICE INC
30,775$00.00%
140
XLCSELECT SECTOR SPDR TR
56,424$00.00%
141
PPLPPL CORP
50,109$00.00%
142
HDHOME DEPOT INC
23,025$00.00%
143
TXNTEXAS INSTRS INC
7,326$00.00%
144
BACVERIZON COMMUNICATIONS INC
110,611$00.00%
145
IVWISHARES TR
52,733$00.00%
146
BSVVANGUARD BD INDEX FDS
21,206$00.00%
147
GOOGLALPHABET INC
45,395$00.00%
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