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BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Q1 2025 · 13F-HR

BOYD WATTERSON ASSET MANAGEMENT LLC/OHholdings as filed

Filed 2025-05-06 · accession 0001121477-25-000008

$312.8M
Reported value
429
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S & P 500 ETF Trust$21.6M6.90%38,592CommonSOLE
594918104MSFTMicrosoft Corp$19.5M6.23%51,878CommonSOLE
464288646IGSBIShares 1-5 Year Investment Grade Corp$10.8M3.44%205,399CommonSOLE
02079K305GOOGLAlphabet Inc-CL A$9.8M3.14%63,558CommonSOLE
46625H100JPMJ P Morgan Chase$9.1M2.92%37,293CommonSOLE
11135F101AVGOBroadcom Inc$9.0M2.88%53,829CommonSOLE
464288638IGIBIShares 5-10 Year Investment Grade Corp$8.9M2.84%169,015CommonSOLE
532457108LLYLilly (Eli) & Co$8.9M2.83%10,730CommonSOLE
037833100AAPLApple Inc$8.3M2.65%37,327CommonSOLE
78467Y107MDYSPDR S & P Midcap 400 ETF$7.4M2.38%13,936CommonSOLE
025816109AXPAmerican Express Co$7.2M2.32%26,942CommonSOLE
G29183103ETNEaton Corp PLC$6.9M2.21%25,453CommonSOLE
438516106HONHoneywell International$6.7M2.13%31,523CommonSOLE
30231G102XOMExxon Mobil Corp$6.2M1.97%51,769CommonSOLE
023135106AMZNAmazon.com Inc$5.8M1.85%30,349CommonSOLE
00287Y109ABBVAbbvie Inc$5.5M1.76%26,309CommonSOLE
464288588MBBiShares MBS Bond ETF$5.4M1.73%57,629CommonSOLE
92826C839VVisa Inc Cl-A Shares$5.2M1.66%14,787CommonSOLE
92206C813VCLTVanguard Long-Term Corp Bond ETF$4.6M1.48%60,861CommonSOLE
922908363VOOVanguard S&P 500 ETF$4.2M1.33%8,085CommonSOLE
742718109PGProcter & Gamble Co$4.0M1.27%23,328CommonSOLE
149123101CATCaterpillar Inc$3.5M1.13%10,729CommonSOLE
478160104JNJJohnson & Johnson$3.5M1.13%21,304CommonSOLE
22788C105CRWDCrowdStrike Holdings Inc$3.5M1.11%9,834CommonSOLE
701094104PHParker Hannifin Corp$3.4M1.08%5,549CommonSOLE
464287572IOOiShares S&P Global 100 Fd$3.3M1.07%34,698CommonSOLE
67066G104NVDANVIDIA Corp$3.3M1.04%30,080CommonSOLE
464287234EEMiShares MSCI Emrg Mkt Indx$3.2M1.01%72,639CommonSOLE
166764100CVXChevron Corp$3.2M1.01%18,903CommonSOLE
G54950103LINLinde PLC$3.0M0.95%6,369CommonSOLE
58933Y105MRKMerck & Company$2.8M0.89%30,859CommonSOLE
172967424CCitigroup Inc$2.7M0.87%38,210CommonSOLE
110122108BMYBristol-Myers Squibb Co$2.7M0.86%43,920CommonSOLE
002824100ABTAbbott Laboratories$2.7M0.85%20,113CommonSOLE
02079K107GOOGAlphabet Inc-CL C$2.6M0.84%16,880CommonSOLE
82509L107SHOPShopify Inc - Class A$2.5M0.81%26,661CommonSOLE
747525103QCOMQualcomm Inc$2.5M0.81%16,508CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$2.5M0.80%89,993CommonSOLE
713448108PEPPepsiCo Inc$2.5M0.80%16,645CommonSOLE
464287804IJRiShares S&P SmallCap 600$2.5M0.80%23,850CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$2.5M0.79%1,719CommonSOLE
70432V102PAYCPaycom Software Inc$2.3M0.73%10,511CommonSOLE
38141G104GSGoldman Sachs Group Inc$2.2M0.69%3,969CommonSOLE
883556102TMOThermo Fisher Corp$2.1M0.67%4,236CommonSOLE
464287465EFAiShares MSCI EAFE Index Fd$2.1M0.66%25,097CommonSOLE
70450Y103PYPLPayPal Holdings Inc$2.0M0.65%31,367CommonSOLE
09857L108BKNGBooking Holdings Inc.$2.0M0.63%428CommonSOLE
30212P303EXPEExpedia Group Inc$1.9M0.60%11,196CommonSOLE
291011104EMREmerson Electric Co$1.9M0.60%17,117CommonSOLE
437076102HDHome Depot Inc$1.8M0.59%5,036CommonSOLE
79466L302CRMSalesforce Inc.$1.8M0.58%6,771CommonSOLE
191216100KOCoca-Cola Co$1.7M0.56%24,357CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$1.7M0.55%7,064CommonSOLE
169656105CMGChipotle Mexican Grill Inc$1.5M0.48%29,961CommonSOLE
125523100CICigna Corp$1.5M0.47%4,453CommonSOLE
718546104PSXPhillips 66$1.4M0.45%11,307CommonSOLE
902973718US Bank 4.00 Pfd$1.4M0.45%84,165CommonSOLE
609207105MDLZMondelez International Inc$1.4M0.44%20,066CommonSOLE
G8994E103TTTrane Technologies PLC$1.3M0.42%3,893CommonSOLE
65339F101NEENextera Energy Inc$1.2M0.39%17,048CommonSOLE
989207105ZBRAZebra Technologies Corp Cl$1.2M0.37%4,125CommonSOLE
084670702BRK/BBerkshire Hathaway Cl B$1.1M0.36%2,125CommonSOLE
931142103WMTWal Mart Inc.$1.0M0.32%11,471CommonSOLE
89417E109TRVTravelers Companies Inc$935,6590.30%3,538CommonSOLE
808513105SCHWCharles Schwab Corp$918,5590.29%11,734CommonSOLE
47103U845JAAAJanus AAA CLO$912,7800.29%18,000CommonSOLE
19260Q107COINCoinbase Global, Inc.$888,3620.28%5,158CommonSOLE
882508104TXNTexas Instruments Inc$883,7650.28%4,918CommonSOLE
24703L202DELLDell Technologies C$855,6250.27%9,387CommonSOLE
009158106APDAir Products & Chemicals$795,8010.25%2,698CommonSOLE
922908736VUGVanguard Growth ETF$774,6430.25%2,089CommonSOLE
231021106CMICummins Inc$774,4720.25%2,471CommonSOLE
464287507IJHiShares S&P Midcap 400$768,5860.25%13,172CommonSOLE
464288687PFFiShares Preferred & Income Sec ETF$767,0520.25%24,961CommonSOLE
78464A672SPTISPDR Interm TSY ETF$761,5430.24%26,646CommonSOLE
30303M102METAMeta Platforms Inc.$741,1990.24%1,286CommonSOLE
75513E101RTXRTX Corp$732,8400.23%5,533CommonSOLE
23325P104DNPDNP Select Income Fund Inc$726,0030.23%73,408CommonSOLE
87612E106TGTTarget Corp$717,9970.23%6,880CommonSOLE
808513865Charles Schwab 4.45 Pfd$715,8900.23%36,750CommonSOLE
097023105BABoeing Co$708,9760.23%4,157CommonSOLE
26875P101EOGEOG Resources Inc$694,1630.22%5,413CommonSOLE
458140100INTCIntel Corp$639,4820.20%28,159CommonSOLE
17275R102CSCOCisco Systems Inc$635,2020.20%10,293CommonSOLE
780259305SHELShell PLC - ADR$630,5740.20%8,605CommonSOLE
776696106ROPRoper Industries$621,5290.20%1,054CommonSOLE
872540109TJXTJX Companies Inc$609,0000.19%5,000CommonSOLE
459200101IBMIBM Corp$592,2140.19%2,382CommonSOLE
57636Q104MAMastercard Inc$586,4880.19%1,070CommonSOLE
14448C104CARRCarrier Global$577,5430.18%9,110CommonSOLE
75886F107REGNRegeneron Pharmaceuticals$564,4650.18%890CommonSOLE
87165B103SYFSynchrony Financial$559,4700.18%10,568CommonSOLE
126408103CSXCSX Corp$557,2230.18%18,934CommonSOLE
717081103PFEPfizer Inc$544,8630.17%21,502CommonSOLE
235851102DHRDanaher Corp$506,9910.16%2,473CommonSOLE
902973304USBUS Bancorp$505,5000.16%11,973CommonSOLE
674599105OXYOccidental Petroleum Corp$494,9330.16%10,027CommonSOLE
548661107LOWLowe's Companies Inc$489,7830.16%2,100CommonSOLE
949746101WMT2Wells Fargo & Co$448,6880.14%6,250CommonSOLE
464287440IEFiShares 7-10 Year Treasury Bond ETF$434,3150.14%4,554CommonSOLE
060505104BACBank of America Corp$428,4050.14%10,266CommonSOLE
09290D101BLKBlackrock Funding Inc/DE$424,2850.14%448CommonSOLE
58155Q103MCKMcKesson Corp W/RTS$417,2810.13%620CommonSOLE
464287457SHYiShares 1-3 Year Treasury Bond ETF$413,6500.13%5,000CommonSOLE
36828A101GEVGE Vernova LLC$412,7390.13%1,352CommonSOLE
20825C104COPConocoPhillips$411,6640.13%3,920CommonSOLE
446150823Huntington Bank 4.50 Pfd$370,1940.12%21,300CommonSOLE
40434L105HPQHP Inc$369,3250.12%13,338CommonSOLE
49177J102KVUEKenvue Inc.$363,7590.12%15,169CommonSOLE
92343V104VZVerizon Communications Inc$357,0090.11%7,871CommonSOLE
693506107PPGPPG Industries Inc$347,4050.11%3,177CommonSOLE
92206C771VMBSVanguard MBS ETF$343,2960.11%7,413CommonSOLE
68902V107OTISOtis Worldwide Corp$320,0520.10%3,101CommonSOLE
G5960L103MDTMedtronic PLC$318,3730.10%3,543CommonSOLE
452308109ITWIllinois Tool Works$312,4930.10%1,260CommonSOLE
031162100AMGNAmgen Inc$303,9610.10%976CommonSOLE
369604301GEGeneral Electric Co.$294,8210.09%1,473CommonSOLE
78468R408SJNKSPDR Barclays ST HY Bond$283,6540.09%11,274CommonSOLE
007903107AMDAdvanced Micro Devices$281,7130.09%2,742CommonSOLE
46138G508BKLNInvesco Senior Loan ETF$249,9110.08%12,073CommonSOLE
617446448MSMorgan Stanley$242,6410.08%2,080CommonSOLE
311900104FASTFastenal Co$238,8540.08%3,080CommonSOLE
871829107SYYSysco Corp$236,1510.08%3,147CommonSOLE
637432105National Rural Util Corp 5.5 Pfd$228,5730.07%9,612CommonSOLE
117043406Brunswick Corp 6.5 Pfd$226,6330.07%9,338CommonSOLE
64110L106NFLXNetflix Inc$223,8070.07%240CommonSOLE
78467X109DIASPDR Dow Jones Indu Avg Tr$223,7960.07%533CommonSOLE
30161N101EXCExelon Corporation$221,2420.07%4,801CommonSOLE
03076C106AMPAmeriprise Financial Inc$217,9300.07%450CommonSOLE
65339K860Nextera Energy Capital 5.65 Pfd$203,2990.06%8,948CommonSOLE
78464A664SPTLSPDR Port Long Term Treasury ETF$187,7940.06%6,889CommonSOLE
842587883Southern Co 4.20 Pfd$185,5370.06%10,100CommonSOLE
49456B101KMIKinder Morgan Inc$185,2440.06%6,493CommonSOLE
88579Y101MMM3M Company$171,3860.05%1,167CommonSOLE
464288513HYGiShares iBoxx USD High Yield Corp Bd ETF$170,2450.05%2,158CommonSOLE
682680103OKEOneok Inc New$164,6060.05%1,659CommonSOLE
46435U853USHYIShares Broad USD HY Corp Bond ETF$164,5780.05%4,471CommonSOLE
88160R101TSLATESLA Inc$164,5670.05%635CommonSOLE
78468R622JNKSPDR BBG Barclays High Yld Bond$146,8570.05%1,541CommonSOLE
91324P102UNHUnitedHealth Care Group$139,8410.04%267CommonSOLE
55336V100MPLXMPLX LP$131,9270.04%2,465CommonSOLE
194162103CLColgate-Palmolive Co$126,4950.04%1,350CommonSOLE
81369Y605XLFFinancial Sel Sec SPDR Fd$124,8240.04%2,506CommonSOLE
704326107PAYXPaychex Inc$120,3380.04%780CommonSOLE
00206R102TAT & T Inc$118,0120.04%4,173CommonSOLE
89832Q109TFCTruist Financial Corp$117,4110.04%2,853CommonSOLE
482480100KLACKLA-Tencor Corporation$114,8860.04%169CommonSOLE
78409V104SPGIS & P Global Inc$113,3060.04%223CommonSOLE
580135101MCDMcDonald's Corp$109,3300.03%350CommonSOLE
92204A876VPUVanguard World Fds Utiliti$108,4640.03%635CommonSOLE
60871R209TAPMolson Coors Brewing Co-B$106,5220.03%1,750CommonSOLE
45687V106IRIngersol-Rand Inc$105,1590.03%1,314CommonSOLE
464287242LQDiShares iBoxx Inv Grade Corp Bd ETF$104,8860.03%965CommonSOLE
40412C101HCAHCA Holdings Inc$100,9010.03%292CommonSOLE
68389X105ORCLOracle Corp$100,5230.03%719CommonSOLE
988498101YUMYum Brands Inc$95,9900.03%610CommonSOLE
94106L109WMWaste Management Inc$88,9000.03%384CommonSOLE
743315103PGRProgressive Corp$84,6200.03%299CommonSOLE
92206C102VGSHVanguard Short-Term Treasury$83,8680.03%1,429CommonSOLE
464287663IUSViShares Core Russell U.S. Value ETF$83,0610.03%900CommonSOLE
842587107SOSouthern Company$82,5710.03%898CommonSOLE
02209S103MOAltria Group Inc$81,5070.03%1,358CommonSOLE
464287176TIPiShares TIPS Bond ETF$76,8740.02%692CommonSOLE
98956P102ZBHZimmer Holdings Inc$76,3960.02%675CommonSOLE
494368103KMBKimberly Clark Corp$75,8030.02%533CommonSOLE
806857108SLBSchlumberger Ltd$73,5680.02%1,760CommonSOLE
74460D109PSAPublic Storage$71,8300.02%240CommonSOLE
26441C204DUKDuke Energy Corp$71,4740.02%586CommonSOLE
H1467J104CBChubb Ltd$68,2500.02%226CommonSOLE
293792107EPDEnterprise Products Part$67,5970.02%1,980CommonSOLE
92556V106VTRSViatris Inc.$64,9330.02%7,455CommonSOLE
56585A102MPCMarathon Petroleum Corp$59,1500.02%406CommonSOLE
941848103WATWaters Corp$58,9710.02%160CommonSOLE
874039100TSMTaiwan Semiconductor ADR$58,7640.02%354CommonSOLE
14149Y108CAHCardinal Health Inc$58,5520.02%425CommonSOLE
759351802Reinsurance GRP of Amer VRN Pfd$58,3460.02%2,366CommonSOLE
922908553VNQVanguard REIT Index ETF$57,4020.02%634CommonSOLE
384802104GWWW.W. Grainger Inc$55,3180.02%56CommonSOLE
G0403H108AONAon Plc - Class A$55,0740.02%138CommonSOLE
05523R107BAESYBAE Systems PLC ADR$53,9470.02%670CommonSOLE
237194105DRIDarden Restaurants Inc$52,7710.02%254CommonSOLE
718172109PMPhilip Morris Intl Inc$51,1110.02%322CommonSOLE
025537101AEPAmerican Electric Power$50,2640.02%460CommonSOLE
620076307MSIMotorola Solutions Inc$49,9100.02%114CommonSOLE
670346105NUENucor Corp$49,8210.02%414CommonSOLE
G87052109TELTE Connectivity PLC$49,4620.02%350CommonSOLE
03073E105CORCencora Inc.$49,2220.02%177CommonSOLE
018820100ALIZYAllianz SE Unsp ADR$47,9230.02%1,260CommonSOLE
502441306LVMUYLVMH Moet Hennessy-Unsp ADR$44,5870.01%361CommonSOLE
65473P105NINiSource Inc$43,1370.01%1,076CommonSOLE
606827202MITSYMitsui & Co Ltd ADR$43,0580.01%115CommonSOLE
29476L107EQREquity Residential$42,9480.01%600CommonSOLE
904767704Unilever PLC-Sponsored ADR$42,7570.01%718CommonSOLE
23304Y100DBSDYDBS Group Hldgs Ltd ADR$42,0410.01%304CommonSOLE
15189T107CNPCenterpoint Energy$41,0120.01%1,132CommonSOLE
84265V105SCCOSouthern Copper Corp$39,1600.01%419CommonSOLE
000375204ABBNYABB Ltd-Spon ADR$38,5880.01%755CommonSOLE
92204A702VGTVanguard Info Tech ETF$38,5090.01%71CommonSOLE
054536107AXAHYAXA Spons ADR$38,1760.01%897CommonSOLE
606822104MUFGMitsubishi Financial Group ADR$37,8510.01%2,777CommonSOLE
907818108UNPUnion Pacific Corp$37,7980.01%160CommonSOLE
209115104EDConsolidated Edison Inc$37,4900.01%339CommonSOLE
31620M106FISFidelity National Info Serv$37,3400.01%500CommonSOLE
744573106PEGPublic Serv Enterprise Grp$36,8700.01%448CommonSOLE
922042775VEUVanguard FTSE All-World Fd$36,8210.01%607CommonSOLE
29786A106ETSYEtsy Inc.$35,3850.01%750CommonSOLE
95040Q104WELLWelltower Inc$34,9320.01%228CommonSOLE
464288281EMBiShares JP Morgan EMB$34,8770.01%385CommonSOLE
464288158SUBiShares Short-term Ntl Muni Bond ETF$34,7420.01%329CommonSOLE
46429B747STIPiShares 0-5yr TIPS Bond ETF$34,0420.01%329CommonSOLE
21037T109CEGConstellation Energy$33,6720.01%167CommonSOLE
337738108FISVFiserv Inc$32,9040.01%149CommonSOLE
826197501SIEGYSiemens AG-Spons ADR$32,7320.01%286CommonSOLE
72352L106PINSPinterest Inc.$32,5500.01%1,050CommonSOLE
45857P806IHGIntercontinental Hotels ADR$32,5480.01%297CommonSOLE
370334104GISGeneral Mills Inc$32,1670.01%538CommonSOLE
922042858VWOVanguard MSCI Emerging Mkt$31,6820.01%700CommonSOLE
172062101CINFCincinnati Financial Corp$31,3170.01%212CommonSOLE
25746U109DDominion Resources Inc$31,2310.01%557CommonSOLE
91913Y100VLOValero Energy Corp$30,7720.01%233CommonSOLE
48133Q309AMJBAlerian MLP ETN 2044$30,6290.01%943CommonSOLE
534187109LNCLincoln National Corp$30,5240.01%850CommonSOLE
14040H105COFCapital One Financial Corp$30,3020.01%169CommonSOLE
892331307TMToyota Motor Corp ADR$30,0100.01%170CommonSOLE
254709108DFSEURDiscover Financial Services$29,5310.01%173CommonSOLE
126650100CVSCVS Health Corp$29,4710.01%435CommonSOLE
404280406HSBCHSBC Holdings Plc Spon ADR$29,4040.01%512CommonSOLE
G51502105JCIJohnson Controls International$29,2400.01%365CommonSOLE
362397101GABGabelli Equity Trust$29,0930.01%5,280CommonSOLE
726503105PAAPlains All American Pipe$28,4600.01%1,423CommonSOLE
46429B366CMBSiShares CMBS ETF$27,8400.01%580CommonSOLE
450737101IBDRYIberdrola SA-Sponsored ADR$27,7580.01%430CommonSOLE
539830109LMTLockheed Martin Corp$27,6960.01%62CommonSOLE
654624105NTTYYNippon Teleg & Tel Sp ADR$27,5780.01%1,140CommonSOLE
316773100FITBFifth Third Bancorp$27,0480.01%690CommonSOLE
66987V109NVSNovartis AG ADR$26,4210.01%237CommonSOLE
29273V100ETEnergy Transfer Equity LP$25,7470.01%1,385CommonSOLE
92204A108VCRVanguard Cons Discretionary$25,7150.01%79CommonSOLE
828806109SPGSimon Property Group LP$25,4100.01%153CommonSOLE
29250N105ENBEnbridge Inc$24,9910.01%564CommonSOLE
92939U106WECWEC Energy Group Inc$24,8470.01%228CommonSOLE
110448107BTIBritish American TOB-SP ADR$24,8220.01%600CommonSOLE
655844108NSCNorfolk Southern Corp$24,6320.01%104CommonSOLE
686330101IXOrix Corp Spon ADR$24,4410.01%1,170CommonSOLE
036752103ELVAnthem Inc$24,3580.01%56CommonSOLE
075887109BDXBecton Dickinson & Co$24,2800.01%106CommonSOLE
641069406NSRGYNestle Spon ADR$23,5280.01%233CommonSOLE
500458401KMTUYKomatsu Ltd Spons ADR$21,9130.01%761CommonSOLE
46429B655FLOTiShares Floating Rate Bond ETF$21,6960.01%425CommonSOLE
80105N105SNYSanofi ADR$21,4630.01%387CommonSOLE
74251V102PFGPrincipal Financial Group$21,3460.01%253CommonSOLE
89151E109TTENTotal SA-Spon ADR$21,2830.01%329CommonSOLE
770323103RHIRobert Half Inc.$21,2740.01%390CommonSOLE
389637109GBTCGrayscale Bitcoin Trust$21,2450.01%326CommonSOLE
681919106OMCOmnicom Group Inc$20,0640.01%242CommonSOLE
49338L103KEYSKeysight Technologies Inc W/I$19,7700.01%132CommonSOLE
767204100RIORio Tinto PLC-SPON ADR$19,4660.01%324CommonSOLE
891160509TDToronto-Dominion Bank$19,4210.01%324CommonSOLE
372460105GPCGenuine Parts Co$19,4200.01%163CommonSOLE
92204A504VHTVanguard Health Care ETF$19,3250.01%73CommonSOLE
83444M101SOLVSolventum Corp$19,2380.01%253CommonSOLE
025932807American Financial Group 5.875 Pfd$19,1760.01%876CommonSOLE
460690100IPGInterpublic Group of COS$18,0610.01%665CommonSOLE
345370860FFord Motor Company$18,0540.01%1,800CommonSOLE
502431109LHXL3Harris Technologies Inc.$18,0010.01%86CommonSOLE
460146103IPInternational Paper Co$17,6060.01%330CommonSOLE
088606108BHPBHP Limited Spons ADR$17,4740.01%360CommonSOLE
456788108INFYInfosys Ltd-SP ADR$16,9360.01%928CommonSOLE
254687106DISDisney (Walt) Co/The$16,7790.01%170CommonSOLE
064058100BKBank of New York Mellon$16,7740.01%200CommonSOLE
05565A202BNPQYBNP Paribas ADR$16,2420.01%391CommonSOLE
31428X106FDXFedEx Corp$16,0890.01%66CommonSOLE
911312106UPSUnited Parcel Services B$15,9490.01%145CommonSOLE
143658300CCL1EURCarnival Corp$15,7220.01%805CommonSOLE
72651A207PAGPPlains GP Holdings LP-CL A$14,9520.00%700CommonSOLE
25243Q205DEODiageo PLC-Sponsored ADR$14,7750.00%141CommonSOLE
337932107FEFirstEnergy$14,4300.00%357CommonSOLE
959802109WUWestern Union Co$14,3570.00%1,357CommonSOLE
244199105DEDeere & Company$14,0800.00%30CommonSOLE
52110M109LAZLazard Inc.$13,7260.00%317CommonSOLE
49446R711Kimco Realty Corp 5.25 Pfd$13,7160.00%655CommonSOLE
294821608ERICEricsson LM TEL-SP ADR$13,7120.00%1,767CommonSOLE
464288208IMCBiShares Morningstar Mid Co$13,6310.00%184CommonSOLE
92204A603VISVanguard Industrials ETF$13,6150.00%55CommonSOLE
45168D104IDXXIdexx Labs Inc$12,5980.00%30CommonSOLE
92204A207VDCVanguard Consumer Staples$12,4730.00%57CommonSOLE
070830104BBWIBath & Body Works Inc.$12,4010.00%409CommonSOLE
055262505BASFYBASF SE ADR$12,0220.00%970CommonSOLE
26614N102DDDuPont De Nemours Inc$11,8740.00%159CommonSOLE
138006309CAJPYCanon Inc SP ADR$11,8660.00%382CommonSOLE
205887102CAGConagra Inc$11,4950.00%431CommonSOLE
281020107EIXEdison International$11,4890.00%195CommonSOLE
577081102MATMattel Inc$11,3470.00%584CommonSOLE
38144G804Goldman Sachs Gp 4 Pfd$11,0400.00%500CommonSOLE
92204A405VFHVanguard Financials ETF$10,3940.00%87CommonSOLE
N53745100LYBLyondellbasell Indu Cl A$10,1380.00%144CommonSOLE
22052L104CTVACorteva Inc.$10,0060.00%159CommonSOLE
013872106AAAlcoa Inc$10,0040.00%328CommonSOLE
37733W204GSKGlaxoSmithKline PLC$9,4910.00%245CommonSOLE
665859104NTRSNorthern Trust Corp$9,3720.00%95CommonSOLE
46434V407SHYGiShares 0-5 Year HY Corp Bond ETF$9,1420.00%215CommonSOLE
45167R104IEXIdex Corp$9,0480.00%50CommonSOLE
42824C109HPEHewlett Packard Enterprise$8,6410.00%560CommonSOLE
86765K109SUNSunoco LP$8,4770.00%146CommonSOLE
595112103MUMicron Technology Inc$8,4280.00%97CommonSOLE
128125101CSQCalamos Strategic Total Re$8,0900.00%500CommonSOLE
59156R108METMetlife Inc$8,0290.00%100CommonSOLE
464287697IDUiShares DJ US Util Sector$8,0120.00%79CommonSOLE
26874R108EEni Spa-Sponsored ADR$7,9800.00%258CommonSOLE
92204A801VAWVanguard Materials ETF$7,9300.00%42CommonSOLE
680223104ORIOld Republic Intl Corp$7,8440.00%200CommonSOLE
513272104LWLamb Weston Holding Inc.$7,6220.00%143CommonSOLE
34964C106FBINFortune Brands Innovations Inc.$7,4880.00%123CommonSOLE
72201R783HYSPIMCO 0-5 Year HY ETF$7,3990.00%79CommonSOLE
92338C103VLTOVeralto Corp$7,3090.00%75CommonSOLE
72201B101PTYPIMCO Corporate Opportunity$7,2300.00%500CommonSOLE
294375209EPSNEpsilon Energy LTD$7,0600.00%1,000CommonSOLE
92937A102WPPWPP PLC-Spon ADR$7,0230.00%185CommonSOLE
438128308HMCHonda Motor Co Ltd ADR$6,7820.00%250CommonSOLE
36266G107GEHCGE Healthcare Technology$6,7800.00%84CommonSOLE
934423104WBDWarner Bros Discovery Inc.$6,4060.00%597CommonSOLE
46138E784PCYInvesco Emerging Markets Sovereign Debt$5,9900.00%297CommonSOLE
756109104ORealty Income Corp$5,9750.00%103CommonSOLE
G1151C101ACNAccenture PLC Cl-A$5,9290.00%19CommonSOLE
34959J108FTVFortive Corp$5,8540.00%80CommonSOLE
524660107LEGLeggett & Platt Inc$5,7430.00%726CommonSOLE
219350105GLWCorning Inc$5,7220.00%125CommonSOLE
006212104ADXAdams Express Co$5,6970.00%300CommonSOLE
260557103DOWDow Inc$5,5520.00%159CommonSOLE
35671D857FCXFreeport-McMoran Copper-B$5,4520.00%144CommonSOLE
90290N109USACUSA Compression Partners LP$5,3960.00%200CommonSOLE
96208T104WEXWEX INC$5,1820.00%33CommonSOLE
773903109ROKRockwell Automation Inc$5,1680.00%20CommonSOLE
G7S00T104PNRPentair PLC$4,8990.00%56CommonSOLE
76118Y104REZIResideo Technologies Inc.$4,8850.00%276CommonSOLE
16119P108CHTRCharter Communications Inc$4,7910.00%13CommonSOLE
053015103ADPAutomatic Data Processing$4,5830.00%15CommonSOLE
92857W308VODVodafone Group PLC$4,4510.00%475CommonSOLE
053611109AVYAvery Dennison Corp$4,4490.00%25CommonSOLE
37954Y483QYLDGlobal X Funds ETF$4,1580.00%250CommonSOLE
343412102FLRFluor Corp (New)$4,1550.00%116CommonSOLE
464287713IYZiShares DJ US Telecommunic$4,1080.00%150CommonSOLE
29250N790Enbridge Inc VRN Pfd$4,0710.00%177CommonSOLE
G491BT108IVZInvesco Ltd$4,0500.00%267CommonSOLE
92204A306VDEVanguard Energy ETF$4,0210.00%31CommonSOLE
04014F102ARDCAres Dynamic Credit Allocation$3,8830.00%275CommonSOLE
446150773Huntington Bank VRN Pfd$3,8500.00%150CommonSOLE
36240A101GUTGabelli Utility Trust$3,8450.00%720CommonSOLE
H01301128ALCAlcon Inc.$3,7970.00%40CommonSOLE
04010L103ARCCAres Capital Corp$3,7670.00%170CommonSOLE
01879R106XAWFXAlliancebernstein Gbl Hgh$3,7560.00%350CommonSOLE
50155Q100KDKyndryl Holdings$3,6740.00%117CommonSOLE
83001C108FUNSix Flags Entertainment Corp$3,5670.00%100CommonSOLE
412822108HOGHarley-Davidson Inc$3,3330.00%132CommonSOLE
25787G100DFINDonnelley Financial Solutions$3,3220.00%76CommonSOLE
530158104USALiberty All Star Equity Fd$3,2750.00%500CommonSOLE
316773860Fifth Third Bancorp 4.95 Pfd$3,2580.00%150CommonSOLE
48203R104JNPJuniper Networks Inc$3,2570.00%90CommonSOLE
756158101UTGReaves Utility Income$3,2540.00%100CommonSOLE
09258G104BSTBlackRock Science & Tech$3,1670.00%96CommonSOLE
00206R706T 4.75 PERP CAT&T Inc. 4.75 Pfd$3,1660.00%165CommonSOLE
91529Y601Unum Group 6.25 Pfd$3,1410.00%125CommonSOLE
48128B648JPM 6 PERP EEJPMorgan Chase & Co. 6 Pfd$3,1310.00%125CommonSOLE
26441C501DUK 5.75 PERP ADuke Energy Corp 5.75 Pfd$3,0790.00%125CommonSOLE
001055102AFLAflac Inc$3,0020.00%27CommonSOLE
464287226AGGiShares Barclays Agg Bond$2,9680.00%30CommonSOLE
125896100CMSCMS Energy Corp$2,9290.00%39CommonSOLE
345370811Ford Motor Co 6.5 Pfd$2,8380.00%125CommonSOLE
03027X100AMTAmerican Tower Corp$2,8290.00%13CommonSOLE
14365C103POH3Carnival PLC ADR$2,8220.00%161CommonSOLE
405552100HLNHaleon PLC ADR$2,7890.00%271CommonSOLE
373334440Georgia Power Co 5 Pfd$2,7610.00%125CommonSOLE
101121101BXPBXP Inc.$2,7550.00%41CommonSOLE
23918K108DVADavita Inc$2,7530.00%18CommonSOLE
674001300Brookfield Oaktree Hldgs$2,6910.00%125CommonSOLE
06055H202Bank of America Corp 5 Pfd$2,6250.00%125CommonSOLE
22002T108CDPCorporate Office Property$2,5910.00%95CommonSOLE
48128B622JPMorgan Chase & Co 4.75 Pfd$2,5680.00%125CommonSOLE
89832Q695Truist Financial Corp 4.75 Pfd$2,4320.00%125CommonSOLE
94988U656Wells Fargo & Co 5.625 Pfd$2,3430.00%100CommonSOLE
74834L100DGXQuest Diagnostics Inc$2,2000.00%13CommonSOLE
260003108DOVDover Corp$2,1080.00%12CommonSOLE
185899101CLFCleveland - Cliffs Inc$2,0880.00%254CommonSOLE
929740108WABWabtec Corp$1,9950.00%11CommonSOLE
744320102PRUPrudential Financial Inc$1,7870.00%16CommonSOLE
00971T101AKAMAkamai Technologies Inc$1,7710.00%22CommonSOLE
651229106NWLNewell Rubbermaid Inc$1,7300.00%279CommonSOLE
799926100SDZNYSandoz Group AG ADR$1,6750.00%40CommonSOLE
980228308WDSWoodside Energy Group LTD$1,6080.00%111CommonSOLE
57638P104MBCMasterbrand Inc.$1,6060.00%123CommonSOLE
192446102CTSHCognizant Technology Cl A$1,6060.00%21CommonSOLE
42250P103DOCHealthpeak Properties Inc$1,5770.00%78CommonSOLE
36246K103GRXGabelli Healthcare & Wellness Tr$1,5320.00%152CommonSOLE
929042109VNOVornado Realty Trust$1,4800.00%40CommonSOLE
68622V106OGNOrganon & Company$1,4590.00%98CommonSOLE
67077M108NTRNutrien LTD$1,4400.00%29CommonSOLE
832696405SJMJM Smucker Co$1,4210.00%12CommonSOLE
00449R109ACLLYAccelleron Industries AG$1,3830.00%30CommonSOLE
62913M107NGLNGL Energy Partners LP$1,3620.00%300CommonSOLE
64110D104NTAPNetApp Inc$1,3180.00%15CommonSOLE
389930207BTCGrayscale Bitcn Mini Tru ETF$1,3140.00%36CommonSOLE
602496101MDXGMimedx Group Inc$1,2920.00%170CommonSOLE
835699307SONYSony Corp Spons ADR$1,2700.00%50CommonSOLE
459506101IFFIntl Flavors & Fragrances$1,1640.00%15CommonSOLE
00773T101ASIXAdvansix Inc$1,1100.00%49CommonSOLE
G6700G107NVTNvent Electric PLC$1,1010.00%21CommonSOLE
G8267P108SWSmurfit Westrock PLC$1,0360.00%23CommonSOLE
926400102VSCOVictoria's Secret$1,0220.00%55CommonSOLE
366505105GTXGarrett Motion Inc$9710.00%116CommonSOLE
854502101SWKStanley Black & Decker Inc$9230.00%12CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$9220.00%9CommonSOLE
928881101VNTVontier Corp$8540.00%26CommonSOLE
M46528101FROFrontline PLC$8170.00%55CommonSOLE
808625107SAICScience Applications Int$4490.00%4CommonSOLE
163851108CCChemours Co$3920.00%29CommonSOLE
91704F104UEUrban Edge Properties$3800.00%20CommonSOLE
026874784AIGAmerican Intl Group$3480.00%4CommonSOLE
35086T109FCPTFour Corners Property Trust$3440.00%12CommonSOLE
896945201TRIPTripadvisor Inc$3400.00%24CommonSOLE
46590V100JBGSJBG Smith Properties$3220.00%20CommonSOLE
45688C107NGVTIngevity Corp$2770.00%7CommonSOLE
384747101GRALGrail Inc.$2550.00%10CommonSOLE
G0084W101ADNTAdient PLC$2310.00%18CommonSOLE
05350V106AVNSAvanos Medical Inc.$1580.00%11CommonSOLE
74967R106RMRRMR Group Inc$1170.00%7CommonSOLE
674599162OXY/WSOccidental Petroleum Corp Warrants$830.00%3CommonSOLE
29082K105EMBCEmbecta Corp$380.00%3CommonSOLE
68629Y103ONLOrion PPTYS Inc Reit$210.00%10CommonSOLE
67623C109OPITQOffice Properties Income Trust$110.00%25CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.