THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Q1 2025 Filing

Filed April 10, 2025

Portfolio Value

$595.3B

Holdings

1,705

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,705 positions)

#	Stock	Shares	Value	% Portfolio
1	NVDANVIDIA CORP	240,160	$26.0B	4.37%
2	MSFTMICROSOFT CORP	67,956	$25.5B	4.29%
3	OUSAALPS ETF TR ETF	464,797	$24.7B	4.16%
4	AAPLAPPLE INC	66,662	$14.8B	2.49%
5	LLYELI LILLY & CO	17,209	$14.2B	2.39%
6	SPYSPDR S&P 500 TRUST ETF	23,872	$13.4B	2.24%
7	AMZNAMAZON COM INC	47,338	$9.0B	1.51%
8	OUSMALPS ETF TR ETF	211,787	$8.9B	1.49%
9	NDQINVESCO QQQ TR ETF	14,394	$6.8B	1.13%
10	BRK/BBERKSHIRE HATHAWAY INC	11,962	$6.4B	1.07%
11	JPMJPMORGAN CHASE & CO	25,565	$6.3B	1.05%
12	AVGOBROADCOM INC	33,681	$5.6B	0.95%
13	GWWGRAINGER W W INC	5,593	$5.5B	0.93%
14	METAMETA PLATFORMS INC	9,113	$5.3B	0.88%
15	PGPROCTER & GAMBLE CO	30,515	$5.2B	0.87%
16	ORCLORACLE CORPORATION	37,095	$5.2B	0.87%
17	WMTWALMART INC	58,877	$5.2B	0.87%
18	CITCINTAS CORP	24,810	$5.1B	0.86%
19	PAYXPAYCHEX INC	32,401	$5.0B	0.84%
20	MCDMCDONALDS CORP	15,868	$5.0B	0.83%
21	HDHOME DEPOT INC	13,204	$4.8B	0.81%
22	CSCOCISCO SYSTEMS INC	78,010	$4.8B	0.81%
23	COSTCOSTCO WHSL CORP NEW	4,974	$4.7B	0.79%
24	BROBROWN AND BROWN INC COM	36,327	$4.5B	0.76%
25	ADPAUTOMATIC DATA	14,196	$4.3B	0.73%
26	ABTABBOTT LABORATORIES	32,489	$4.3B	0.72%
27	RDVYFIRST TRUST RISING ETF	72,169	$4.2B	0.71%
28	PSXPHILLIPS 66	33,251	$4.1B	0.69%
29	SYKSTRYKER CORP	10,842	$4.0B	0.68%
30	TXNTEXAS INSTRUMENTS INC	21,737	$3.9B	0.66%
31	CBCHUBB LTD	12,821	$3.9B	0.65%
32	ITWILLINOIS TOOL WORKS INC	15,340	$3.8B	0.64%
33	JNJJOHNSON & JOHNSON	22,732	$3.8B	0.63%
34	LINLINDE PLC NEW	8,081	$3.8B	0.63%
35	ACNACCENTURE PLC IRELAND	12,020	$3.8B	0.63%
36	WECWEC ENERGY GROUP INC	33,312	$3.6B	0.61%
37	CVXCHEVRON CORPORATION	20,546	$3.4B	0.58%
38	GDGENL DYNAMICS CORP	12,296	$3.4B	0.56%
39	NEENEXTERA ENERGY INC	46,920	$3.3B	0.56%
40	XOMEXXON MOBIL CORP	27,865	$3.3B	0.56%
41	BRBROADRIDGE FINANCIAL	13,571	$3.3B	0.55%
42	AFLAFLAC INC	29,498	$3.3B	0.55%
43	SBUXSTARBUCKS CORP	33,242	$3.3B	0.55%
44	EMREMERSON ELECTRIC CO	29,405	$3.2B	0.54%
45	APDAIR PRODUCTS & CHEMICALS	10,782	$3.2B	0.53%
46	PEPPEPSICO INCORPORATED	21,164	$3.2B	0.53%
47	SPGIS&P GLOBAL INC	6,219	$3.2B	0.53%
48	ADIANALOG DEVICES INC	15,246	$3.1B	0.52%
49	GOOGLALPHABET INC VOTING	19,769	$3.1B	0.51%
50	MDLZMONDELEZ INTL INC	44,786	$3.0B	0.51%
51	AMGNAMGEN INC	9,725	$3.0B	0.51%
52	LOWLOWES COMPANIES INC	12,651	$3.0B	0.50%
53	VOOVANGUARD INDEX FDS ETF	5,623	$2.9B	0.49%
54	BLKBLACKROCK INC COM NEW	3,039	$2.9B	0.48%
55	SHWSHERWIN WILLIAMS CO	8,227	$2.9B	0.48%
56	LMTLOCKHEED MARTIN CORP	6,371	$2.8B	0.48%
57	ETNEATON CORP PLC	10,345	$2.8B	0.47%
58	CLCOLGATE-PALMOLIVE CO	29,019	$2.7B	0.46%
59	QUVUHARTFORD FDS ETF	106,508	$2.7B	0.45%
60	HONHONEYWELL INTERNATIONAL	12,516	$2.7B	0.45%
61	CMSCMS ENERGY CORP	35,052	$2.6B	0.44%
62	ECLECOLAB INC	10,361	$2.6B	0.44%
63	UNHUNITEDHEALTH GROUP	4,976	$2.6B	0.44%
64	CHDCHURCH & DWIGHT INC	22,662	$2.5B	0.42%
65	CIBRFIRST TR NASDAQ ETF	38,869	$2.4B	0.41%
66	ABGCENCORA INC	8,661	$2.4B	0.40%
67	ICEINTERCONTINENTAL EXCH	13,781	$2.4B	0.40%
68	CBSHCOMMERCE BANCSHARES INC	38,144	$2.4B	0.40%
69	FDSFACTSET RESEARCH SYSTEMS	5,198	$2.4B	0.40%
70	PANWPALO ALTO NETWORKS	13,493	$2.3B	0.39%
71	JKHYJACK HENRY & ASSOC INC	12,473	$2.3B	0.38%
72	ABBVABBVIE INC	10,672	$2.2B	0.38%
73	JEPIJPMORGAN EQUITY TR ETF	38,131	$2.2B	0.37%
74	XLKSECTOR SPDR TR ETF	10,539	$2.2B	0.37%
75	SDVYFIRST TR ETF VI ETF	63,956	$2.1B	0.36%
76	XYLXYLEM INC	17,693	$2.1B	0.36%
77	BSXBOSTON SCIENTIFIC CORP	20,895	$2.1B	0.35%
78	AMTAMERICAN TOWER CORP	9,650	$2.1B	0.35%
79	LHXL3HARRIS TECHNOLOGIES	9,981	$2.1B	0.35%
80	VUGVANGUARD GROWTH ETF	5,632	$2.1B	0.35%
81	NJRNEW JERSEY RES CORP	42,465	$2.1B	0.35%
82	UNPUNION PACIFIC CORP	8,672	$2.0B	0.34%
83	WMBWILLIAMS COMPANIES	34,232	$2.0B	0.34%
84	MAMASTERCARD INC CL A	3,638	$2.0B	0.34%
85	MDTMEDTRONIC PLC	22,128	$2.0B	0.33%
86	ATOATMOS ENERGY CORP	12,396	$1.9B	0.32%
87	NFLXNETFLIX.COM INC	2,049	$1.9B	0.32%
88	ZTSZOETIS INC	11,546	$1.9B	0.32%
89	PLDPROLOGIS INC	16,228	$1.8B	0.30%
90	KLMNINVESCO TR II ETF	19,335	$1.8B	0.30%
91	IBMINTERNATIONAL BUSINESS	7,085	$1.8B	0.30%
92	OREALTY INCOME CORP	30,399	$1.8B	0.30%
93	AWCAMERICAN WATER WORKS CO	11,923	$1.8B	0.30%
94	CMCSACOMCAST CORP NEW CL A	46,966	$1.7B	0.29%
95	PGRPROGRESSIVE CORP OHIO	6,105	$1.7B	0.29%
96	QCOMQUALCOMM INC	11,199	$1.7B	0.29%
97	AXONAXON ENTERPRISE INC	3,246	$1.7B	0.29%
98	FRTFEDERAL REALTY	17,272	$1.7B	0.28%
99	MCXMC CORMICK & CO INC	20,109	$1.7B	0.28%
100	TSCOTRACTOR SUPPLY COMPANY	29,849	$1.6B	0.28%

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