MOTCO Q3 2024 Filing

Filed November 5, 2024

Portfolio Value

$1.0T

Holdings

597

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (597 positions)

#StockSharesValue% PortfolioType
201
BABOEING COMPANY
1,369$208.1M0.02%
202
KMBKIMBERLY CLARK CORP
1,431$203.6M0.02%
203
CRCRANE CO
1,285$203.4M0.02%
204
SONYSONY CORP-SPONSORED ADR
2,021$195.2M0.02%
205
ATOATMOS ENERGY CORPORATION
1,390$192.8M0.02%
206
SPYMSPDR PORTFOLIO S&P 500 ETF
2,849$192.3M0.02%
207
COFCAPITAL ONE FINANCIAL CORP.
1,264$189.3M0.02%
208
WPCWP CAREY INC
2,952$183.9M0.02%
209
SPGSIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP)
1,083$183.0M0.02%
210
GBCIGLACIER BANCORP INC
3,950$180.5M0.02%
211
AVBAVALONBAY COMMUNITIES INC
794$178.8M0.02%
212
MPCMARATHON PETROLEUM CORPORATION
1,080$175.9M0.02%
213
VGTVANGUARD INFORMATION TECHNOLOGY ETF
299$175.4M0.02%
214
INVHINVITATION HOMES INC
4,885$172.2M0.02%
215
TRITHOMSON REUTERS CORP
998$170.3M0.02%
216
XELXCEL ENERGY, INC.
2,587$168.9M0.02%
217
EQREQUITY RESIDENTIAL
2,257$168.1M0.02%
218
DDOMINION ENERGY INC
2,881$166.5M0.02%
219
MSCIMSCI INC
284$165.6M0.02%
220
CATCATERPILLAR INC.
407$159.2M0.02%
221
VGSHVANGUARD SHORT-TERM TREASURY
2,655$156.7M0.02%
222
CFRCULLEN FROST BANKERS INC
1,397$156.3M0.02%
223
RTXRTX CORPORATION
1,249$151.3M0.02%
224
MKLMARKEL CORPORATION
96$150.6M0.02%
225
AQLTISHARES CORE MSCI EAFE ETF
1,929$150.6M0.02%
226
SRLNSPDR BLACKSTONE/GSO SENIOR LOAN ETF
3,477$145.2M0.01%
227
CARRCARRIER GLOBAL CORPORATION
1,798$144.7M0.01%
228
ELESTEE LAUDER COMPANIES INC CL A
1,431$142.7M0.01%
229
OREALTY INCOME CORPORATION
2,245$142.4M0.01%
230
DOCHEALTHPEAK OP, LLC
6,185$141.5M0.01%
231
CMICUMMINS INC
435$140.8M0.01%
232
GFFGRIFFON CORP
2,000$140.0M0.01%
233
ABTABBOTT LABORATORIES
1,223$139.4M0.01%
234
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
1,700$135.0M0.01%
235
FBINFORTUNE BRANDS INNOVATIONS INC
1,500$134.3M0.01%
236
GDGENERAL DYNAMICS CORP
441$133.3M0.01%
237
TXTTEXTRON INC
1,500$132.9M0.01%
238
GGGGRACO INC
1,500$131.3M0.01%
239
DFATDIMENSIONAL US TARGET VALUE
2,352$130.8M0.01%
240
KKRKKR & CO INC
1,000$130.6M0.01%
241
NVGNUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND
9,257$124.0M0.01%
242
GABGABELLI EQUITY TRUST INC
22,318$122.5M0.01%
243
VENVENTAS INC
1,856$119.0M0.01%
244
BCOTHE BRINKS CO.
1,024$118.4M0.01%
245
PPLPPL CORP COM
3,547$117.3M0.01%
246
MOALTRIA GROUP INC.
2,289$116.8M0.01%
247
VVVANGUARD LARGE-CAP ETF
440$115.8M0.01%
248
IWRISHARES RUSSELL MID-CAP ETF
1,308$115.3M0.01%
249
IWMISHARES RUSSELL 2000 ETF
511$112.9M0.01%
250
VOYAVOYA FINANCIAL INC
1,408$111.5M0.01%
251
TTTRANE TECHNOLOGIES PUBLIC LIMITED CO
278$108.1M0.01%
252
EESWISDOMTREE US SMALLCAP FUND
1,991$105.0M0.01%
253
COPCONOCOPHILLIPS
995$104.8M0.01%
254
RANIRANI THERAPEUTICS HOLDINGS-A
48,129$104.0M0.01%
255
FQIDIGITAL REALTY TRUST INC
640$103.6M0.01%
256
ETENERGY TRANSFER EQUITY LP
6,425$103.1M0.01%
257
SBACSBA COMMUNICATIONS CORPORATION
426$102.5M0.01%
258
HSTHOST HOTELS AND RESORTS INC
5,747$101.1M0.01%
259
SSNCSS&C TECHNOLOGIES HOLDINGS, INC.
1,355$100.6M0.01%
260
HPEHEWLETT PACKARD ENTERPRISE COMPANY
4,846$99.1M0.01%
261
SDYSPDR S&P DIVIDEND ETF
688$97.7M0.01%
262
A4SAMERIPRISE FINANCIAL INC.
205$96.3M0.01%
263
WMBWILLIAMS COS INC
2,106$96.1M0.01%
264
IOSPINNOSPEC INC
848$95.9M0.01%
265
PBWINVESCO WILDERHILL CLEAN ENE ETF
4,785$95.8M0.01%
266
PSXPHILLIPS 66
726$95.4M0.01%
267
XYLXYLEM INC
700$94.5M0.01%
268
ETRENTERGY CORPORATION NEW
700$92.1M0.01%
269
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF
3,097$91.1M0.01%
270
AREALEXANDRIA REAL ESTATE EQUITIES INC
756$89.8M0.01%
271
BNDVANGUARD TOTAL BOND MARKET ETF
1,195$89.8M0.01%
272
IVWISHARES SP 500 GROWTH ETF
920$88.1M0.01%
273
TSCOTRACTOR SUPPLY COMPANY
300$87.3M0.01%
274
LRNSTRIDE INC
1,017$86.8M0.01%
275
DLTRDOLLAR TREE INC
1,225$86.1M0.01%
276
4I1PHILIP MORRIS INTERNATIONAL INC
702$85.2M0.01%
277
BATRAATLANTA BRAVES HOLDINGS IN-A
2,000$84.3M0.01%
278
MUBISHARES NATIONAL MUNI BOND ETF
774$84.1M0.01%
279
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
1,995$82.8M0.01%
280
WCNWASTE CONNECTIONS INC
450$80.5M0.01%
281
ESEVERSOURCE ENERGY
1,179$80.2M0.01%
282
VTVVANGUARD VALUE ETF
450$78.6M0.01%
283
IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF
1,923$77.7M0.01%
284
MARMARRIOTT INTERNATIONAL INC
311$77.3M0.01%
285
QCLNFIRST TRUST NASDAQ CLEAN ENE-ETF
2,144$77.0M0.01%
286
PPGPPG INDUSTRIES INC
570$75.5M0.01%
287
DBEFX-TRACKERS MSCI EAFE HEDGED EQUITY ETF
1,721$72.3M0.01%
288
CNRCANADIAN NATIONAL RAILWAY CO
617$72.3M0.01%
289
CXTCRANE NXT, CO
1,285$72.1M0.01%
290
VTIVANGUARD TOTAL STOCK MARKET ETF
252$71.4M0.01%
291
SYYSYSCO CORPORATION
909$71.0M0.01%
292
DDDUPONT DE NEMOURS INC
796$70.9M0.01%
293
SYU1SYNOVUS FINANCIAL CORP
1,582$70.4M0.01%
294
CLFCLEVELAND-CLIFFS INC
5,500$70.2M0.01%
295
SEMSELECT MEDICAL HOLDINGS CORP
2,000$69.7M0.01%
296
EVRGEVERGY INC
1,097$68.0M0.01%
297
XNEAXNUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND
5,657$67.7M0.01%
298
SUBISHARES SHORT-TERM NATIONAL
637$67.6M0.01%
299
SCHMSCHWAB US MID-CAP ETF
800$66.5M0.01%
300
VLTOVERALTO CORP
590$66.0M0.01%
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