Townsend & Associates, Inc Q2 2024 Filing

Filed August 5, 2024

Portfolio Value

$901.2B

Holdings

104

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (104 positions)

#StockSharesValue% PortfolioType
1
SHVISHARES TR
480,802$53K0.00%
2
ISTBISHARES TR
969,604$46K0.00%
3
MHKMOHAWK INDS INC
261,697$42K0.00%
4
IUSVISHARES TR
467,352$42K0.00%
5
HDVISHARES TR
365,483$41K0.00%
6
LQDISHARES TR
328,093$35K0.00%
7
AIGAMERICAN INTL GROUP INC
453,672$35K0.00%
8
TLTISHARES TR
370,379$34K0.00%
9
GQ9SPDR GOLD TR
141,502$31K0.00%
10
NOMDNOMAD FOODS LTD
1,486,037$26K0.00%
11
EFVISHARES TR
472,258$25K0.00%
12
PFFISHARES TR
759,024$24K0.00%
13
RTXRTX CORPORATION
172,709$19K0.00%
14
GNKGENCO SHIPPING & TRADING LTD
1,021,075$19K0.00%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
41,191$18K0.00%
16
WMWASTE MGMT INC DEL
86,834$17K0.00%
17
CMICUMMINS INC
61,893$17K0.00%
18
GNRCGENERAC HLDGS INC
108,195$17K0.00%
19
CROXCROCS INC
127,448$16K0.00%
20
TJXTJX COS INC NEW
144,316$16K0.00%
21
GWWGRAINGER W W INC
16,547$16K0.00%
22
WMTWALMART INC
229,934$16K0.00%
23
TTENTOTALENERGIES SE
228,218$15K0.00%
24
SNASNAP ON INC
56,003$15K0.00%
25
DHID R HORTON INC
88,333$15K0.00%
26
WRBBERKLEY W R CORP
279,474$15K0.00%
27
NTRNUTRIEN LTD
284,971$14K0.00%
28
MYRGMYR GROUP INC DEL
98,282$14K0.00%
29
CMECME GROUP INC
73,121$14K0.00%
30
BKNGBOOKING HOLDINGS INC
3,838$14K0.00%
31
BHPBHP GROUP LTD
251,230$13K0.00%
32
AZOAUTOZONE INC
4,369$13K0.00%
33
DISDISNEY WALT CO
140,706$12K0.00%
34
ACNACCENTURE PLC IRELAND
36,901$12K0.00%
35
IJRISHARES TR
98,000$11K0.00%
36
EMXCISHARES INC
189,126$11K0.00%
37
IAU*ISHARES GOLD TR
260,786$11K0.00%
38
EWEDWARDS LIFESCIENCES CORP
166,537$10K0.00%
39
LMTLOCKHEED MARTIN CORP
8,657$4K0.00%
40
AXPAMERICAN EXPRESS CO
13,292$3K0.00%
41
AAPLAPPLE INC
14,734$3K0.00%
42
NVRNVR INC
382$3K0.00%
43
JPMJPMORGAN CHASE & CO.
15,489$3K0.00%
44
MSFTMICROSOFT CORP
7,746$3K0.00%
45
DUKDUKE ENERGY CORP NEW
22,137$2K0.00%
46
BMYBRISTOL-MYERS SQUIBB CO
43,598$2K0.00%
47
VENVENTAS INC
45,125$2K0.00%
48
LYBLYONDELLBASELL INDUSTRIES N
21,953$2K0.00%
49
UNHUNITEDHEALTH GROUP INC
3,752$2K0.00%
50
AWCAMERICAN WTR WKS CO INC NEW
14,401$2K0.00%
51
BMTABRITISH AMERN TOB PLC
62,883$2K0.00%
52
BALLBALL CORP
19,995$1K0.00%
53
HALHALLIBURTON CO
54,871$1K0.00%
54
GOOGLALPHABET INC
7,600$1K0.00%
55
BF/BBROWN FORMAN CORP
27,229$1K0.00%
56
PGPROCTER AND GAMBLE CO
5,935$1K0.00%
57
JNJJOHNSON & JOHNSON
10,197$1K0.00%
58
CLXCLOROX CO DEL
11,491$1K0.00%
59
VFCV F CORP
106,055$1K0.00%
60
GOOGALPHABET INC
11,392$1K0.00%
61
UNPUNION PAC CORP
2,520$00.00%
62
HDHOME DEPOT INC
1,348$00.00%
63
IXCISHARES TR
4,992$00.00%
64
MAMASTERCARD INCORPORATED
1,182$00.00%
65
HSYHERSHEY CO
1,900$00.00%
66
CARRCARRIER GLOBAL CORPORATION
4,037$00.00%
67
VOEVANGUARD INDEX FDS
1,600$00.00%
68
CMCSACOMCAST CORP NEW
17,301$00.00%
69
ENQENTEGRIS INC
1,880$00.00%
70
NVDANVIDIA CORPORATION
8,011$00.00%
71
XOMEXXON MOBIL CORP
7,113$00.00%
72
COSTCOSTCO WHSL CORP NEW
463$00.00%
73
PFEPFIZER INC
9,806$00.00%
74
AONAON PLC
2,013$00.00%
75
PEPPEPSICO INC
3,983$00.00%
76
NDQINVESCO QQQ TR
468$00.00%
77
LOWLOWES COS INC
1,033$00.00%
78
DARDARLING INGREDIENTS INC
7,501$00.00%
79
PNCPNC FINL SVCS GROUP INC
1,800$00.00%
80
MRKMERCK & CO INC
7,932$00.00%
81
VGTVANGUARD WORLD FD
603$00.00%
82
WMBWILLIAMS COS INC
5,556$00.00%
83
HUBBHUBBELL INC
1,973$00.00%
84
IGSBISHARES TR
6,334$00.00%
85
LRCXEURLAM RESEARCH CORP
392$00.00%
86
IDV*ISHARES TR
8,939$00.00%
87
BACBANK AMERICA CORP
9,015$00.00%
88
XELXCEL ENERGY INC
6,148$00.00%
89
ATRAPTARGROUP INC
5,400$00.00%
90
INTCINTEL CORP
7,023$00.00%
91
KOCOCA COLA CO
13,607$00.00%
92
8CWCROWN CASTLE INC
1,942$00.00%
93
GEGE AEROSPACE
1,565$00.00%
94
FSCOFS CREDIT OPPORTUNITIES CORP
14,999$00.00%
95
VTIVANGUARD INDEX FDS
815$00.00%
96
ADBEADOBE INC
372$00.00%
97
CRMSALESFORCE INC
796$00.00%
98
PPGPPG INDS INC
5,322$00.00%
99
WBAWALGREENS BOOTS ALLIANCE INC
64,134$00.00%
100
KMBKIMBERLY-CLARK CORP
1,605$00.00%
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