Townsend & Associates, Inc Q4 2024 Filing

Filed February 4, 2025

Portfolio Value

$976.5M

Holdings

102

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (102 positions)

StockValue
SHVISHARES TR
$56.7M
ISTBISHARES TR
$49.1M
HDVISHARES TR
$42.7M
IUSVISHARES TR
$42.4M
JXXJANUS DETROIT STR TR
$37.1M
GQ9SPDR GOLD TR
$36.8M
AIGAMERICAN INTL GROUP INC
$35.6M
TLTISHARES TR
$35.1M
MHKMOHAWK INDS INC
$34.4M
NTRNUTRIEN LTD
$29.9M
NOMDNOMAD FOODS LTD
$26.8M
PFFISHARES TR
$26.4M
EFVISHARES TR
$25.6M
RTXRTX CORPORATION
$22.2M
WMTWALMART INC
$21.5M
SNASNAP ON INC
$20.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$19.9M
WMWASTE MGMT INC DEL
$19.2M
GWWGRAINGER W W INC
$19.0M
TJXTJX COS INC NEW
$18.4M
BKNGBOOKING HOLDINGS INC
$18.1M
GNRCGENERAC HLDGS INC
$18.0M
CMECME GROUP INC
$17.9M
AERAERCAP HOLDINGS NV
$17.8M
WRBBERKLEY W R CORP
$17.2M
MYRGMYR GROUP INC DEL
$16.4M
DISDISNEY WALT CO
$16.3M
TTENTOTALENERGIES SE
$16.2M
GNKGENCO SHIPPING & TRADING LTD
$15.3M
AZOAUTOZONE INC
$15.2M
ACNACCENTURE PLC IRELAND
$14.0M
CROXCROCS INC
$13.8M
BHPBHP GROUP LTD
$13.6M
DHID R HORTON INC
$12.7M
EWEDWARDS LIFESCIENCES CORP
$12.6M
DEODIAGEO PLC
$11.8M
IAU*ISHARES GOLD TR
$11.5M
IJRISHARES TR
$11.5M
EMXCISHARES INC
$10.6M
LMTLOCKHEED MARTIN CORP
$4.7M
DUKDUKE ENERGY CORP NEW
$4.4M
AXPAMERICAN EXPRESS CO
$4.0M
JPMJPMORGAN CHASE & CO.
$4.0M
NVRNVR INC
$3.6M
MSFTMICROSOFT CORP
$3.3M
AAPLAPPLE INC
$3.2M
VENVENTAS INC
$2.7M
VFCV F CORP
$2.7M
BMYBRISTOL-MYERS SQUIBB CO
$2.5M
PEPPEPSICO INC
$2.5M
BMTABRITISH AMERN TOB PLC
$2.3M
GOOGALPHABET INC
$2.2M
UNHUNITEDHEALTH GROUP INC
$2.0M
CLXCLOROX CO DEL
$1.9M
AWCAMERICAN WTR WKS CO INC NEW
$1.9M
LYBLYONDELLBASELL INDUSTRIES N
$1.8M
HALHALLIBURTON CO
$1.7M
JNJJOHNSON & JOHNSON
$1.5M
GOOGLALPHABET INC
$1.5M
BALLBALL CORP
$1.1M
NVDANVIDIA CORPORATION
$1.1M
MCDMCDONALDS CORP
$1.0M
BF/BBROWN FORMAN CORP
$995K
AMZNAMAZON COM INC
$986K
PGPROCTER AND GAMBLE CO
$952K
HUBBHUBBELL INC
$888K
WBAWALGREENS BOOTS ALLIANCE INC
$865K
ATRAPTARGROUP INC
$863K
KOCOCA COLA CO
$849K
XOMEXXON MOBIL CORP
$793K
MRKMERCK & CO INC
$754K
AONAON PLC
$727K
PPGPPG INDS INC
$657K
CMCSACOMCAST CORP NEW
$640K
MAMASTERCARD INCORPORATED
$604K
HDHOME DEPOT INC
$564K
ETNEATON CORP PLC
$524K
COSTCOSTCO WHSL CORP NEW
$439K
UNPUNION PAC CORP
$428K
XELXCEL ENERGY INC
$416K
BACBANK AMERICA CORP
$410K
EMREMERSON ELEC CO
$395K
VGTVANGUARD WORLD FD
$382K
VTIVANGUARD INDEX FDS
$358K
PNCPNC FINL SVCS GROUP INC
$357K
WMBWILLIAMS COS INC
$337K
LRCXLAM RESEARCH CORP
$319K
IGSBISHARES TR
$319K
VOEVANGUARD INDEX FDS
$317K
GEGE AEROSPACE
$293K
HSYHERSHEY CO
$292K
CARRCARRIER GLOBAL CORPORATION
$283K
LOWLOWES COS INC
$273K
PFEPFIZER INC
$272K
NDQINVESCO QQQ TR
$246K
BMOBANK MONTREAL QUE
$223K
RSPINVESCO EXCHANGE TRADED FD T
$211K
CRMSALESFORCE INC
$209K
IXCISHARES TR
$205K
KMBKIMBERLY-CLARK CORP
$203K
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