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BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Q2 2025 · 13F-HR

BOYD WATTERSON ASSET MANAGEMENT LLC/OHholdings as filed

Filed 2025-08-01 · accession 0001121477-25-000009

$317.7M
Reported value
425
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$25.6M8.06%51,488CommonSOLE
78462F103SPYSPDR S & P 500 ETF Trust$23.9M7.52%38,695CommonSOLE
11135F101AVGOBroadcom Inc$14.8M4.65%53,593CommonSOLE
02079K305GOOGLAlphabet Inc-CL A$11.1M3.51%63,252CommonSOLE
46625H100JPMJ P Morgan Chase$11.0M3.47%37,977CommonSOLE
G29183103ETNEaton Corp PLC$9.5M3.00%26,675CommonSOLE
025816109AXPAmerican Express Co$8.9M2.80%27,877CommonSOLE
532457108LLYLilly (Eli) & Co$8.4M2.63%10,723CommonSOLE
78467Y107MDYSPDR S & P Midcap 400 ETF$7.9M2.48%13,936CommonSOLE
438516106HONHoneywell International$7.4M2.34%31,956CommonSOLE
023135106AMZNAmazon.com Inc$7.0M2.20%31,886CommonSOLE
037833100AAPLApple Inc$6.8M2.16%33,375CommonSOLE
464288588MBBiShares MBS Bond ETF$5.4M1.69%57,057CommonSOLE
92826C839VVisa Inc Cl-A Shares$5.2M1.65%14,762CommonSOLE
30231G102XOMExxon Mobil Corp$5.1M1.60%47,105CommonSOLE
922908363VOOVanguard S&P 500 ETF$4.6M1.45%8,085CommonSOLE
22788C105CRWDCrowdStrike Holdings Inc$4.5M1.43%8,899CommonSOLE
00287Y109ABBVAbbvie Inc$4.5M1.41%24,162CommonSOLE
67066G104NVDANVIDIA Corp$4.3M1.35%27,180CommonSOLE
149123101CATCaterpillar Inc$4.2M1.31%10,762CommonSOLE
742718109PGProcter & Gamble Co$3.9M1.23%24,506CommonSOLE
701094104PHParker Hannifin Corp$3.9M1.21%5,527CommonSOLE
464287572IOOiShares S&P Global 100 Fd$3.7M1.18%34,698CommonSOLE
464287234EEMiShares MSCI Emrg Mkt Indx$3.5M1.10%72,639CommonSOLE
478160104JNJJohnson & Johnson$3.3M1.02%21,293CommonSOLE
172967424CCitigroup Inc$3.2M1.01%37,884CommonSOLE
82509L107SHOPShopify Inc - Class A$3.1M0.97%26,595CommonSOLE
02079K107GOOGAlphabet Inc-CL C$3.0M0.94%16,820CommonSOLE
G54950103LINLinde PLC$3.0M0.93%6,310CommonSOLE
38141G104GSGoldman Sachs Group Inc$2.8M0.88%3,969CommonSOLE
002824100ABTAbbott Laboratories$2.7M0.84%19,573CommonSOLE
166764100CVXChevron Corp$2.6M0.83%18,342CommonSOLE
464287804IJRiShares S&P SmallCap 600$2.6M0.82%23,850CommonSOLE
747525103QCOMQualcomm Inc$2.6M0.81%16,105CommonSOLE
58933Y105MRKMerck & Company$2.4M0.77%30,799CommonSOLE
70432V102PAYCPaycom Software Inc$2.4M0.76%10,492CommonSOLE
291011104EMREmerson Electric Co$2.4M0.75%17,953CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$2.4M0.75%89,993CommonSOLE
713448108PEPPepsiCo Inc$2.3M0.74%17,733CommonSOLE
464287465EFAiShares MSCI EAFE Index Fd$2.2M0.71%25,097CommonSOLE
09857L108BKNGBooking Holdings Inc.$2.2M0.68%372CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$2.2M0.68%23,880CommonSOLE
110122108BMYBristol-Myers Squibb Co$2.0M0.62%42,865CommonSOLE
79466L302CRMSalesforce Inc.$2.0M0.61%7,166CommonSOLE
30212P303EXPEExpedia Group Inc$1.9M0.59%11,176CommonSOLE
437076102HDHome Depot Inc$1.9M0.58%5,054CommonSOLE
169656105CMGChipotle Mexican Grill Inc$1.7M0.54%30,690CommonSOLE
883556102TMOThermo Fisher Corp$1.7M0.54%4,226CommonSOLE
191216100KOCoca-Cola Co$1.7M0.54%24,180CommonSOLE
G8994E103TTTrane Technologies PLC$1.7M0.53%3,864CommonSOLE
19260Q107COINCoinbase Global, Inc.$1.6M0.50%4,512CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$1.5M0.46%6,645CommonSOLE
459200101IBMIBM Corp$1.4M0.44%4,775CommonSOLE
007903107AMDAdvanced Micro Devices$1.4M0.43%9,696CommonSOLE
718546104PSXPhillips 66$1.3M0.42%11,307CommonSOLE
70450Y103PYPLPayPal Holdings Inc$1.3M0.42%17,906CommonSOLE
125523100CICigna Corp$1.3M0.42%4,003CommonSOLE
609207105MDLZMondelez International Inc$1.3M0.41%19,548CommonSOLE
87612E106TGTTarget Corp$1.3M0.41%13,064CommonSOLE
882508104TXNTexas Instruments Inc$1.2M0.39%5,918CommonSOLE
65339F101NEENextera Energy Inc$1.2M0.37%16,848CommonSOLE
989207105ZBRAZebra Technologies Corp Cl$1.1M0.36%3,685CommonSOLE
808513105SCHWCharles Schwab Corp$1.1M0.36%12,409CommonSOLE
931142103WMTWal Mart Inc.$1.1M0.35%11,471CommonSOLE
084670702BRK/BBerkshire Hathaway Cl B$1.0M0.32%2,125CommonSOLE
89417E109TRVTravelers Companies Inc$946,5570.30%3,538CommonSOLE
30303M102METAMeta Platforms Inc.$924,8270.29%1,253CommonSOLE
47103U845JAAAJanus AAA CLO$913,5000.29%18,000CommonSOLE
78464A672SPTISPDR Interm TSY ETF$886,8640.28%30,826CommonSOLE
902973718US Bank 4.00 Pfd$881,5840.28%55,099CommonSOLE
097023105BABoeing Co$870,5970.27%4,155CommonSOLE
231021106CMICummins Inc$821,6570.26%2,509CommonSOLE
464287507IJHiShares S&P Midcap 400$797,7010.25%12,862CommonSOLE
922908736VUGVanguard Growth ETF$775,5300.24%1,769CommonSOLE
009158106APDAir Products & Chemicals$769,2800.24%2,727CommonSOLE
464288687PFFiShares Preferred & Income Sec ETF$765,8030.24%24,961CommonSOLE
36828A101GEVGE Vernova LLC$757,2140.24%1,431CommonSOLE
75513E101RTXRTX Corp$731,0540.23%5,007CommonSOLE
17275R102CSCOCisco Systems Inc$724,6980.23%10,445CommonSOLE
23325P104DNPDNP Select Income Fund Inc$721,1490.23%73,662CommonSOLE
87165B103SYFSynchrony Financial$705,3080.22%10,568CommonSOLE
808513865Charles Schwab 4.45 Pfd$694,5750.22%36,750CommonSOLE
14448C104CARRCarrier Global$661,6750.21%9,041CommonSOLE
574599106MASMasco Corp$654,3480.21%10,167CommonSOLE
464288638IGIBIShares 5-10 Year Investment Grade Corp$636,7620.20%11,949CommonSOLE
872540109TJXTJX Companies Inc$617,4500.19%5,000CommonSOLE
57636Q104MAMastercard Inc$615,8860.19%1,096CommonSOLE
780259305SHELShell PLC - ADR$605,8780.19%8,605CommonSOLE
26875P101EOGEOG Resources Inc$593,6240.19%4,963CommonSOLE
776696106ROPRoper Industries$583,9520.18%1,030CommonSOLE
24703L202DELLDell Technologies C$570,7030.18%4,655CommonSOLE
902973304USBUS Bancorp$541,7780.17%11,973CommonSOLE
75886F107REGNRegeneron Pharmaceuticals$507,6750.16%967CommonSOLE
464287440IEFiShares 7-10 Year Treasury Bond ETF$505,3780.16%5,277CommonSOLE
060505104BACBank of America Corp$502,5440.16%10,620CommonSOLE
235851102DHRDanaher Corp$498,6160.16%2,524CommonSOLE
949746101WMT2Wells Fargo & Co$498,1860.16%6,218CommonSOLE
09290D101BLKBlackrock Funding Inc/DE$491,3400.15%468CommonSOLE
58155Q103MCKMcKesson Corp W/RTS$477,8020.15%652CommonSOLE
464288646IGSBIShares 1-5 Year Investment Grade Corp$468,1920.15%8,874CommonSOLE
548661107LOWLowe's Companies Inc$465,9270.15%2,100CommonSOLE
46435U853USHYIShares Broad USD HY Corp Bond ETF$442,0550.14%11,785CommonSOLE
674599105OXYOccidental Petroleum Corp$421,2340.13%10,027CommonSOLE
464287457SHYiShares 1-3 Year Treasury Bond ETF$414,3000.13%5,000CommonSOLE
693506107PPGPPG Industries Inc$386,8640.12%3,401CommonSOLE
369604301GEGeneral Electric Co.$379,1350.12%1,473CommonSOLE
446150823Huntington Bank 4.50 Pfd$374,0280.12%21,300CommonSOLE
20825C104COPConocoPhillips$359,8450.11%4,010CommonSOLE
92206C771VMBSVanguard MBS ETF$356,1690.11%7,686CommonSOLE
92343V104VZVerizon Communications Inc$343,6750.11%7,943CommonSOLE
717081103PFEPfizer Inc$336,4050.11%13,878CommonSOLE
64110L106NFLXNetflix Inc$321,3910.10%240CommonSOLE
G5960L103MDTMedtronic PLC$313,6370.10%3,598CommonSOLE
452308109ITWIllinois Tool Works$311,5350.10%1,260CommonSOLE
126408103CSXCSX Corp$308,7730.10%9,463CommonSOLE
617446448MSMorgan Stanley$305,3450.10%2,168CommonSOLE
68902V107OTISOtis Worldwide Corp$302,0380.10%3,050CommonSOLE
49177J102KVUEKenvue Inc.$298,1110.09%14,243CommonSOLE
29786A106ETSYEtsy Inc.$288,4200.09%5,750CommonSOLE
031162100AMGNAmgen Inc$284,4150.09%1,019CommonSOLE
03076C106AMPAmeriprise Financial Inc$253,0760.08%474CommonSOLE
46138G508BKLNInvesco Senior Loan ETF$252,5670.08%12,073CommonSOLE
871829107SYYSysco Corp$245,7010.08%3,244CommonSOLE
92206C813VCLTVanguard Long-Term Corp Bond ETF$245,5360.08%3,235CommonSOLE
78467X109DIASPDR Dow Jones Indu Avg Tr$234,8660.07%533CommonSOLE
637432105National Rural Util Corp 5.5 Pfd$232,4180.07%9,612CommonSOLE
464288513HYGiShares iBoxx USD High Yield Corp Bd ETF$231,9490.07%2,876CommonSOLE
117043406Brunswick Corp 6.5 Pfd$227,1470.07%9,338CommonSOLE
311900104FASTFastenal Co$226,6320.07%5,396CommonSOLE
30161N101EXCExelon Corporation$218,4140.07%5,030CommonSOLE
49456B101KMIKinder Morgan Inc$200,0370.06%6,804CommonSOLE
65339K860Nextera Energy Capital 5.65 Pfd$197,5720.06%8,948CommonSOLE
88160R101TSLATESLA Inc$195,9960.06%617CommonSOLE
458140100INTCIntel Corp$184,2080.06%8,224CommonSOLE
88579Y101MMM3M Company$177,6640.06%1,167CommonSOLE
842587883Southern Co 4.20 Pfd$177,4570.06%10,100CommonSOLE
68389X105ORCLOracle Corp$157,1950.05%719CommonSOLE
78464A664SPTLSPDR Port Long Term Treasury ETF$154,5630.05%5,815CommonSOLE
78468R622JNKSPDR BBG Barclays High Yld Bond$149,8930.05%1,541CommonSOLE
682680103OKEOneok Inc New$135,4240.04%1,659CommonSOLE
81369Y605XLFFinancial Sel Sec SPDR Fd$131,2390.04%2,506CommonSOLE
40434L105HPQHP Inc$131,0770.04%5,359CommonSOLE
89832Q109TFCTruist Financial Corp$128,9370.04%2,999CommonSOLE
55336V100MPLXMPLX LP$126,9720.04%2,465CommonSOLE
464287242LQDiShares iBoxx Inv Grade Corp Bd ETF$125,2840.04%1,143CommonSOLE
194162103CLColgate-Palmolive Co$122,7150.04%1,350CommonSOLE
45687V106IRIngersol-Rand Inc$122,4410.04%1,472CommonSOLE
00206R102TAT & T Inc$120,7670.04%4,173CommonSOLE
78409V104SPGIS & P Global Inc$117,5860.04%223CommonSOLE
40412C101HCAHCA Holdings Inc$111,8650.04%292CommonSOLE
92204A876VPUVanguard World Fds Utiliti$97,0800.03%550CommonSOLE
704326107PAYXPaychex Inc$93,5310.03%643CommonSOLE
464287663IUSViShares Core Russell U.S. Value ETF$85,1670.03%900CommonSOLE
60871R209TAPMolson Coors Brewing Co-B$84,1580.03%1,750CommonSOLE
580135101MCDMcDonald's Corp$82,9760.03%284CommonSOLE
874039100TSMTaiwan Semiconductor ADR$80,1770.03%354CommonSOLE
482480100KLACKLA-Tencor Corporation$76,1380.02%85CommonSOLE
988498101YUMYum Brands Inc$75,5720.02%510CommonSOLE
14040H105COFCapital One Financial Corp$73,1890.02%344CommonSOLE
02209S103MOAltria Group Inc$72,9360.02%1,244CommonSOLE
14149Y108CAHCardinal Health Inc$71,4000.02%425CommonSOLE
74460D109PSAPublic Storage$70,4210.02%240CommonSOLE
05523R107BAESYBAE Systems PLC ADR$69,2820.02%670CommonSOLE
842587107SOSouthern Company$68,9640.02%751CommonSOLE
56585A102MPCMarathon Petroleum Corp$67,4410.02%406CommonSOLE
91324P102UNHUnitedHealth Care Group$66,7620.02%214CommonSOLE
H1467J104CBChubb Ltd$65,4770.02%226CommonSOLE
743315103PGRProgressive Corp$62,4450.02%234CommonSOLE
98956P102ZBHZimmer Holdings Inc$61,5670.02%675CommonSOLE
293792107EPDEnterprise Products Part$61,4000.02%1,980CommonSOLE
94106L109WMWaste Management Inc$61,3240.02%268CommonSOLE
494368103KMBKimberly Clark Corp$60,3350.02%468CommonSOLE
806857108SLBSchlumberger Ltd$59,4880.02%1,760CommonSOLE
G87052109TELTE Connectivity PLC$59,0340.02%350CommonSOLE
718172109PMPhilip Morris Intl Inc$58,6460.02%322CommonSOLE
384802104GWWW.W. Grainger Inc$58,2530.02%56CommonSOLE
759351802Reinsurance GRP of Amer VRN Pfd$58,2040.02%2,366CommonSOLE
26441C204DUKDuke Energy Corp$57,9380.02%491CommonSOLE
941848103WATWaters Corp$55,8460.02%160CommonSOLE
21037T109CEGConstellation Energy$53,9010.02%167CommonSOLE
03073E105CORCencora Inc.$53,0730.02%177CommonSOLE
018820100ALIZYAllianz SE Unsp ADR$50,8940.02%1,260CommonSOLE
46438F101IBITIshares Bitcoin Trust ETF$50,8040.02%830CommonSOLE
G0403H108AONAon Plc - Class A$49,2330.02%138CommonSOLE
620076307MSIMotorola Solutions Inc$47,9320.02%114CommonSOLE
025537101AEPAmerican Electric Power$47,7300.02%460CommonSOLE
92204A702VGTVanguard Info Tech ETF$47,0930.01%71CommonSOLE
606827202MITSYMitsui & Co Ltd ADR$46,9250.01%115CommonSOLE
000375204ABBNYABB Ltd-Spon ADR$44,8730.01%755CommonSOLE
904767704Unilever PLC-Sponsored ADR$43,9200.01%718CommonSOLE
054536107AXAHYAXA Spons ADR$43,8760.01%897CommonSOLE
65473P105NINiSource Inc$43,4060.01%1,076CommonSOLE
23304Y100DBSDYDBS Group Hldgs Ltd ADR$42,8770.01%304CommonSOLE
84265V105SCCOSouthern Copper Corp$42,7950.01%423CommonSOLE
15189T107CNPCenterpoint Energy$41,5900.01%1,132CommonSOLE
922908553VNQVanguard REIT Index ETF$41,1460.01%462CommonSOLE
922042775VEUVanguard FTSE All-World Fd$40,8030.01%607CommonSOLE
31620M106FISFidelity National Info Serv$40,7050.01%500CommonSOLE
29476L107EQREquity Residential$40,4940.01%600CommonSOLE
G51502105JCIJohnson Controls International$38,5510.01%365CommonSOLE
606822104MUFGMitsubishi Financial Group ADR$38,1000.01%2,777CommonSOLE
744573106PEGPublic Serv Enterprise Grp$37,7130.01%448CommonSOLE
502441306LVMUYLVMH Moet Hennessy-Unsp ADR$37,6810.01%361CommonSOLE
72352L106PINSPinterest Inc.$37,6530.01%1,050CommonSOLE
826197501SIEGYSiemens AG-Spons ADR$36,5350.01%286CommonSOLE
78468R408SJNKSPDR Barclays ST HY Bond$35,1370.01%1,379CommonSOLE
95040Q104WELLWelltower Inc$35,0500.01%228CommonSOLE
464288158SUBiShares Short-term Ntl Muni Bond ETF$34,9860.01%329CommonSOLE
922042858VWOVanguard MSCI Emerging Mkt$34,6220.01%700CommonSOLE
670346105NUENucor Corp$34,4580.01%266CommonSOLE
45857P806IHGIntercontinental Hotels ADR$34,2560.01%297CommonSOLE
209115104EDConsolidated Edison Inc$34,0190.01%339CommonSOLE
46429B747STIPiShares 0-5yr TIPS Bond ETF$33,8570.01%329CommonSOLE
450737101IBDRYIberdrola SA-Sponsored ADR$32,8900.01%430CommonSOLE
25746U109DDominion Resources Inc$31,4820.01%557CommonSOLE
404280406HSBCHSBC Holdings Plc Spon ADR$31,1240.01%512CommonSOLE
362397101GABGabelli Equity Trust$30,7300.01%5,280CommonSOLE
654624105NTTYYNippon Teleg & Tel Sp ADR$30,3850.01%1,140CommonSOLE
237194105DRIDarden Restaurants Inc$30,2980.01%139CommonSOLE
126650100CVSCVS Health Corp$30,0060.01%435CommonSOLE
534187109LNCLincoln National Corp$29,4100.01%850CommonSOLE
892331307TMToyota Motor Corp ADR$29,2840.01%170CommonSOLE
66987V109NVSNovartis AG ADR$28,6790.01%237CommonSOLE
92204A108VCRVanguard Cons Discretionary$28,6230.01%79CommonSOLE
48133Q309AMJBAlerian MLP ETN 2044$28,5350.01%943CommonSOLE
110448107BTIBritish American TOB-SP ADR$28,3980.01%600CommonSOLE
389637109GBTCGrayscale Bitcoin Trust$27,6550.01%326CommonSOLE
655844108NSCNorfolk Southern Corp$26,6210.01%104CommonSOLE
686330101IXOrix Corp Spon ADR$26,3480.01%1,170CommonSOLE
726503105PAAPlains All American Pipe$26,0690.01%1,423CommonSOLE
337738108FISVFiserv Inc$25,6890.01%149CommonSOLE
29250N105ENBEnbridge Inc$25,5600.01%564CommonSOLE
78464A359CWBSPDR Barclays Cap Conv ETF$25,5420.01%309CommonSOLE
464288117IGOViShares Intl Tsy ETF$25,5150.01%592CommonSOLE
29273V100ETEnergy Transfer Equity LP$25,1100.01%1,385CommonSOLE
500458401KMTUYKomatsu Ltd Spons ADR$24,9570.01%761CommonSOLE
828806109SPGSimon Property Group LP$24,5960.01%153CommonSOLE
891160509TDToronto-Dominion Bank$23,7980.01%324CommonSOLE
92939U106WECWEC Energy Group Inc$23,7580.01%228CommonSOLE
641069406NSRGYNestle Spon ADR$23,0750.01%233CommonSOLE
143658300CCL1EURCarnival Corp$22,6370.01%805CommonSOLE
036752103ELVAnthem Inc$21,7820.01%56CommonSOLE
46429B655FLOTiShares Floating Rate Bond ETF$21,6840.01%425CommonSOLE
49338L103KEYSKeysight Technologies Inc W/I$21,6300.01%132CommonSOLE
370334104GISGeneral Mills Inc$21,6050.01%417CommonSOLE
502431109LHXL3Harris Technologies Inc.$21,5720.01%86CommonSOLE
254687106DISDisney (Walt) Co/The$21,0820.01%170CommonSOLE
89151E109TTENTotal SA-Spon ADR$20,1970.01%329CommonSOLE
83444M101SOLVSolventum Corp$19,1880.01%253CommonSOLE
767204100RIORio Tinto PLC-SPON ADR$18,8990.01%324CommonSOLE
80105N105SNYSanofi ADR$18,6960.01%387CommonSOLE
025932807American Financial Group 5.875 Pfd$18,6760.01%876CommonSOLE
075887109BDXBecton Dickinson & Co$18,2580.01%106CommonSOLE
92204A504VHTVanguard Health Care ETF$18,1290.01%73CommonSOLE
500767736IVOLQuadratic Int Rate Vol ETF$17,9760.01%919CommonSOLE
907818108UNPUnion Pacific Corp$17,9460.01%78CommonSOLE
37733W204GSKGlaxoSmithKline PLC$17,9330.01%467CommonSOLE
05565A202BNPQYBNP Paribas ADR$17,5140.01%391CommonSOLE
681919106OMCOmnicom Group Inc$17,4090.01%242CommonSOLE
088606108BHPBHP Limited Spons ADR$17,3120.01%360CommonSOLE
456788108INFYInfosys Ltd-SP ADR$17,1960.01%928CommonSOLE
45168D104IDXXIdexx Labs Inc$16,0900.01%30CommonSOLE
172062101CINFCincinnati Financial Corp$15,4880.00%104CommonSOLE
92204A603VISVanguard Industrials ETF$15,4040.00%55CommonSOLE
244199105DEDeere & Company$15,2550.00%30CommonSOLE
52110M109LAZLazard Inc.$15,2100.00%317CommonSOLE
31428X106FDXFedEx Corp$15,0020.00%66CommonSOLE
294821608ERICEricsson LM TEL-SP ADR$14,9840.00%1,767CommonSOLE
464288208IMCBiShares Morningstar Mid Co$14,6570.00%184CommonSOLE
337932107FEFirstEnergy$14,3730.00%357CommonSOLE
539830109LMTLockheed Martin Corp$14,3570.00%31CommonSOLE
91913Y100VLOValero Energy Corp$14,2490.00%106CommonSOLE
25243Q205DEODiageo PLC-Sponsored ADR$14,2180.00%141CommonSOLE
316773100FITBFifth Third Bancorp$13,8610.00%337CommonSOLE
72651A207PAGPPlains GP Holdings LP-CL A$13,6010.00%700CommonSOLE
49446R711Kimco Realty Corp 5.25 Pfd$13,1070.00%655CommonSOLE
92204A207VDCVanguard Consumer Staples$12,4830.00%57CommonSOLE
345370860FFord Motor Company$12,3580.00%1,139CommonSOLE
665859104NTRSNorthern Trust Corp$12,0450.00%95CommonSOLE
595112103MUMicron Technology Inc$11,9550.00%97CommonSOLE
055262505BASFYBASF SE ADR$11,9160.00%970CommonSOLE
577081102MATMattel Inc$11,5160.00%584CommonSOLE
42824C109HPEHewlett Packard Enterprise$11,4520.00%560CommonSOLE
959802109WUWestern Union Co$11,4260.00%1,357CommonSOLE
92556V106VTRSViatris Inc.$11,1800.00%1,252CommonSOLE
138006309CAJPYCanon Inc SP ADR$11,0780.00%382CommonSOLE
92204A405VFHVanguard Financials ETF$11,0750.00%87CommonSOLE
38144G804Goldman Sachs Gp 4 Pfd$10,4100.00%500CommonSOLE
281020107EIXEdison International$10,0620.00%195CommonSOLE
372460105GPCGenuine Parts Co$9,7050.00%80CommonSOLE
74251V102PFGPrincipal Financial Group$9,1340.00%115CommonSOLE
128125101CSQCalamos Strategic Total Re$9,1200.00%500CommonSOLE
205887102CAGConagra Inc$8,8230.00%431CommonSOLE
22052L104CTVACorteva Inc.$8,4220.00%113CommonSOLE
26874R108EEni Spa-Sponsored ADR$8,3640.00%258CommonSOLE
N53745100LYBLyondellbasell Indu Cl A$8,3320.00%144CommonSOLE
464287697IDUiShares DJ US Util Sector$8,2610.00%79CommonSOLE
92204A801VAWVanguard Materials ETF$8,1830.00%42CommonSOLE
59156R108METMetlife Inc$8,0420.00%100CommonSOLE
460690100IPGInterpublic Group of COS$7,9560.00%325CommonSOLE
770323103RHIRobert Half Inc.$7,8820.00%192CommonSOLE
86765K109SUNSunoco LP$7,8240.00%146CommonSOLE
911312106UPSUnited Parcel Services B$7,7720.00%77CommonSOLE
26614N102DDDuPont De Nemours Inc$7,7510.00%113CommonSOLE
680223104ORIOld Republic Intl Corp$7,6880.00%200CommonSOLE
460146103IPInternational Paper Co$7,5860.00%162CommonSOLE
92338C103VLTOVeralto Corp$7,5710.00%75CommonSOLE
513272104LWLamb Weston Holding Inc.$7,4150.00%143CommonSOLE
464288281EMBiShares JP Morgan EMB$7,4100.00%80CommonSOLE
294375209EPSNEpsilon Energy LTD$7,3800.00%1,000CommonSOLE
438128308HMCHonda Motor Co Ltd ADR$7,2080.00%250CommonSOLE
72201B101PTYPIMCO Corporate Opportunity$6,9550.00%500CommonSOLE
934423104WBDWarner Bros Discovery Inc.$6,8420.00%597CommonSOLE
773903109ROKRockwell Automation Inc$6,6430.00%20CommonSOLE
219350105GLWCorning Inc$6,5740.00%125CommonSOLE
006212104ADXAdams Express Co$6,5130.00%300CommonSOLE
92937A102WPPWPP PLC-Spon ADR$6,4770.00%185CommonSOLE
34964C106FBINFortune Brands Innovations Inc.$6,3320.00%123CommonSOLE
35671D857FCXFreeport-McMoran Copper-B$6,2420.00%144CommonSOLE
36266G107GEHCGE Healthcare Technology$6,2220.00%84CommonSOLE
76118Y104REZIResideo Technologies Inc.$6,0890.00%276CommonSOLE
070830104BBWIBath & Body Works Inc.$6,0820.00%203CommonSOLE
343412102FLRFluor Corp (New)$5,9470.00%116CommonSOLE
756109104ORealty Income Corp$5,9340.00%103CommonSOLE
G7S00T104PNRPentair PLC$5,7490.00%56CommonSOLE
G1151C101ACNAccenture PLC Cl-A$5,6790.00%19CommonSOLE
16119P108CHTRCharter Communications Inc$5,3150.00%13CommonSOLE
92857W308VODVodafone Group PLC$5,0640.00%475CommonSOLE
50155Q100KDKyndryl Holdings$4,9090.00%117CommonSOLE
90290N109USACUSA Compression Partners LP$4,8620.00%200CommonSOLE
25787G100DFINDonnelley Financial Solutions$4,6850.00%76CommonSOLE
053015103ADPAutomatic Data Processing$4,6260.00%15CommonSOLE
464287713IYZiShares DJ US Telecommunic$4,4670.00%150CommonSOLE
013872106AAAlcoa Inc$4,3970.00%149CommonSOLE
053611109AVYAvery Dennison Corp$4,3870.00%25CommonSOLE
G491BT108IVZInvesco Ltd$4,2110.00%267CommonSOLE
37954Y483QYLDGlobal X Funds ETF$4,1800.00%250CommonSOLE
36240A101GUTGabelli Utility Trust$4,1760.00%720CommonSOLE
34959J108FTVFortive Corp$4,1700.00%80CommonSOLE
29250N790Enbridge Inc VRN Pfd$4,1240.00%177CommonSOLE
14365C103POH3Carnival PLC ADR$4,1070.00%161CommonSOLE
04014F102ARDCAres Dynamic Credit Allocation$3,9100.00%275CommonSOLE
01879R106XAWFXAlliancebernstein Gbl Hgh$3,8600.00%350CommonSOLE
04010L103ARCCAres Capital Corp$3,7330.00%170CommonSOLE
446150773Huntington Bank VRN Pfd$3,7140.00%150CommonSOLE
92204A306VDEVanguard Energy ETF$3,6930.00%31CommonSOLE
09258G104BSTBlackRock Science & Tech$3,6640.00%96CommonSOLE
756158101UTGReaves Utility Income$3,6180.00%100CommonSOLE
48203R104JNPJuniper Networks Inc$3,5940.00%90CommonSOLE
H01301128ALCAlcon Inc.$3,5310.00%40CommonSOLE
92189F445IHYVaneck Intl High Yield ETF$3,4620.00%157CommonSOLE
530158104USALiberty All Star Equity Fd$3,4050.00%500CommonSOLE
48128B648JPM 6 PERP EEJPMorgan Chase & Co. 6 Pfd$3,1600.00%125CommonSOLE
00206R706T 4.75 PERP CAT&T Inc. 4.75 Pfd$3,1320.00%165CommonSOLE
412822108HOGHarley-Davidson Inc$3,1150.00%132CommonSOLE
26441C501DUK 5.75 PERP ADuke Energy Corp 5.75 Pfd$3,0520.00%125CommonSOLE
83001C108FUNSix Flags Entertainment Corp$3,0430.00%100CommonSOLE
260557103DOWDow Inc$2,9920.00%113CommonSOLE
464287226AGGiShares Barclays Agg Bond$2,9760.00%30CommonSOLE
316773860Fifth Third Bancorp 4.95 Pfd$2,9490.00%150CommonSOLE
03027X100AMTAmerican Tower Corp$2,8730.00%13CommonSOLE
91529Y601Unum Group 6.25 Pfd$2,8640.00%125CommonSOLE
674001300Brookfield Oaktree Hldgs$2,8560.00%125CommonSOLE
001055102AFLAflac Inc$2,8470.00%27CommonSOLE
405552100HLNHaleon PLC ADR$2,8100.00%271CommonSOLE
345370811Ford Motor Co 6.5 Pfd$2,8020.00%125CommonSOLE
101121101BXPBXP Inc.$2,7660.00%41CommonSOLE
125896100CMSCMS Energy Corp$2,7020.00%39CommonSOLE
22002T108CDPCorporate Office Property$2,6200.00%95CommonSOLE
23918K108DVADavita Inc$2,5640.00%18CommonSOLE
373334440Georgia Power Co 5 Pfd$2,5490.00%125CommonSOLE
06055H202Bank of America Corp 5 Pfd$2,5400.00%125CommonSOLE
48128B622JPMorgan Chase & Co 4.75 Pfd$2,5290.00%125CommonSOLE
89832Q695Truist Financial Corp 4.75 Pfd$2,3700.00%125CommonSOLE
74834L100DGXQuest Diagnostics Inc$2,3350.00%13CommonSOLE
94988U656Wells Fargo & Co 5.625 Pfd$2,3270.00%100CommonSOLE
929740108WABWabtec Corp$2,3030.00%11CommonSOLE
260003108DOVDover Corp$2,1990.00%12CommonSOLE
799926100SDZNYSandoz Group AG ADR$2,1820.00%40CommonSOLE
00449R109ACLLYAccelleron Industries AG$2,1030.00%30CommonSOLE
185899101CLFCleveland - Cliffs Inc$1,9300.00%254CommonSOLE
00971T101AKAMAkamai Technologies Inc$1,7550.00%22CommonSOLE
389930207BTCGrayscale Bitcn Mini Tru ETF$1,7190.00%36CommonSOLE
744320102PRUPrudential Financial Inc$1,7190.00%16CommonSOLE
980228308WDSWoodside Energy Group LTD$1,7130.00%111CommonSOLE
67077M108NTRNutrien LTD$1,6890.00%29CommonSOLE
192446102CTSHCognizant Technology Cl A$1,6390.00%21CommonSOLE
64110D104NTAPNetApp Inc$1,5980.00%15CommonSOLE
G6700G107NVTNvent Electric PLC$1,5380.00%21CommonSOLE
929042109VNOVornado Realty Trust$1,5300.00%40CommonSOLE
651229106NWLNewell Rubbermaid Inc$1,5070.00%279CommonSOLE
36246K103GRXGabelli Healthcare & Wellness Tr$1,4360.00%152CommonSOLE
42250P103DOCHealthpeak Properties Inc$1,3660.00%78CommonSOLE
57638P104MBCMasterbrand Inc.$1,3440.00%123CommonSOLE
835699307SONYSony Corp Spons ADR$1,3020.00%50CommonSOLE
62913M107NGLNGL Energy Partners LP$1,2810.00%300CommonSOLE
750940108RALRallinat Corp$1,2610.00%26CommonSOLE
366505105GTXGarrett Motion Inc$1,2190.00%116CommonSOLE
832696405SJMJM Smucker Co$1,1780.00%12CommonSOLE
00773T101ASIXAdvansix Inc$1,1640.00%49CommonSOLE
459506101IFFIntl Flavors & Fragrances$1,1030.00%15CommonSOLE
602496101MDXGMimedx Group Inc$1,0390.00%170CommonSOLE
926400102VSCOVictoria's Secret$1,0190.00%55CommonSOLE
G8267P108SWSmurfit Westrock PLC$9920.00%23CommonSOLE
928881101VNTVontier Corp$9590.00%26CommonSOLE
68622V106OGNOrganon & Company$9490.00%98CommonSOLE
M46528101FROFrontline PLC$9030.00%55CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$8640.00%9CommonSOLE
854502101SWKStanley Black & Decker Inc$8130.00%12CommonSOLE
384747101GRALGrail Inc.$5140.00%10CommonSOLE
808625107SAICScience Applications Int$4500.00%4CommonSOLE
91704F104UEUrban Edge Properties$3730.00%20CommonSOLE
G0084W101ADNTAdient PLC$3500.00%18CommonSOLE
46590V100JBGSJBG Smith Properties$3460.00%20CommonSOLE
026874784AIGAmerican Intl Group$3420.00%4CommonSOLE
163851108CCChemours Co$3320.00%29CommonSOLE
35086T109FCPTFour Corners Property Trust$3230.00%12CommonSOLE
896945201TRIPTripadvisor Inc$3130.00%24CommonSOLE
45688C107NGVTIngevity Corp$3020.00%7CommonSOLE
05350V106AVNSAvanos Medical Inc.$1350.00%11CommonSOLE
74967R106RMRRMR Group Inc$1140.00%7CommonSOLE
674599162OXY/WSOccidental Petroleum Corp Warrants$620.00%3CommonSOLE
29082K105EMBCEmbecta Corp$290.00%3CommonSOLE
68629Y103ONLOrion PPTYS Inc Reit$210.00%10CommonSOLE
67623C109OPITQOffice Properties Income Trust$60.00%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.