MondegarAI
LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Q2 2024 · 13F-HR

LIBERTY ONE INVESTMENT MANAGEMENT, LLCholdings as filed

Filed 2024-07-22 · accession 0001398344-24-012903

$887,387
Reported value
181
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A664SPTLSPDR SER TR$36,8024.15%1,352,037CommonNONE
532457108LLYLILLY ELI & CO$34,8033.92%38,440CommonNONE
842587107SOSOUTHERN CO$28,5813.22%368,449CommonNONE
742718109PGPROCTER & GAMBLE CO$28,2913.19%171,543CommonNONE
494368103KMBKIMBERLY CLARK CORP$28,2723.19%204,570CommonNONE
539830109LMTLOCKHEED MARTIN CORP$28,1713.17%60,311CommonNONE
191216100KOCOCA COLA CO$28,1553.17%442,347CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$27,9443.15%278,801CommonNONE
018802108LNTALLIANT ENERGY CORP$27,2983.08%536,315CommonNONE
14149Y108CAHCARDINAL HEALTH INC$27,0173.04%274,788CommonNONE
94106L109WMWASTE MGMT INC DEL$26,7553.02%125,409CommonNONE
189054109CLXCLOROX CO DEL$26,4722.98%193,979CommonNONE
760759100RSGREPUBLIC SVCS INC$25,9762.93%133,662CommonNONE
478160104JNJJOHNSON & JOHNSON$25,9022.92%177,214CommonNONE
717081103PFEPFIZER INC$25,8972.92%925,567CommonNONE
580135101MCDMCDONALDS CORP$25,8722.92%101,523CommonNONE
440452100HRLHORMEL FOODS CORP$24,6992.78%810,061CommonNONE
49271V100KDPKEURIG DR PEPPER INC$23,4932.65%703,386CommonNONE
713448108PEPPEPSICO INC$22,7422.56%137,886CommonNONE
871829107SYYSYSCO CORP$22,6582.55%317,388CommonNONE
609207105MDLZMONDELEZ INTL INC$22,3742.52%341,893CommonNONE
594918104MSFTMICROSOFT CORP$21,5432.43%48,201CommonNONE
G02602103DOXAMDOCS LTD$15,8411.79%200,721CommonNONE
855244109SBUXSTARBUCKS CORP$14,7391.66%189,321CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$8,8581.00%214,794CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$7,5800.85%119,296CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$7,3130.82%71,155CommonNONE
668074305NWENORTHWESTERN CORP$7,2040.81%143,840CommonNONE
375558103GILDGILEAD SCIENCES INC$7,1410.80%104,074CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$6,8980.78%47,329CommonNONE
05534B760BCEBCE INC$6,4050.72%197,778CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD$5,9220.67%61,035CommonNONE
023135106AMZNAMAZON COM INC$5,4050.61%27,971CommonNONE
194162103CLCOLGATE PALMOLIVE CO$4,9360.56%50,862CommonNONE
65339F101NEENEXTERA ENERGY INC$4,8620.55%68,668CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$4,7280.53%52,701CommonNONE
11135F101AVGOBROADCOM INC$4,6440.52%2,893CommonNONE
037833100AAPLAPPLE INC$4,4750.50%21,246CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$4,4550.50%44,379CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4,3370.49%5,103CommonNONE
461202103INTUINTUIT$4,2150.47%6,414CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4,1920.47%20,725CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4,1560.47%9,188CommonNONE
931142103WMTWALMART INC$4,1270.47%60,957CommonNONE
872540109TJXTJX COS INC NEW$4,1140.46%37,369CommonNONE
036752103ELVANTHEM INC$4,0880.46%7,544CommonNONE
149123101CATCATERPILLAR INC DEL$4,0660.46%12,206CommonNONE
031162100AMGNAMGEN INC$4,0660.46%13,015CommonNONE
001055102AFLAFLAC INC$4,0410.46%45,242CommonNONE
882508104TXNTEXAS INSTRS INC$3,9450.44%20,280CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$3,8920.44%25,042CommonNONE
09247X101BLKCHFBLACKROCK INC$3,8210.43%4,853CommonNONE
74340W103PLDPROLOGIS INC$3,8120.43%33,944CommonNONE
438516106HONHONEYWELL INTL INC$3,8000.43%17,795CommonNONE
902494103TSNTYSON FOODS INC$3,7700.42%65,974CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$3,7570.42%18,477CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3,7530.42%7,370CommonNONE
58933Y105MRKMERCK & CO INC$3,7390.42%30,201CommonNONE
42226K105HRHEALTHCARE RLTY TR$3,7370.42%226,779CommonNONE
437076102HDHOME DEPOT INC$3,7360.42%10,853CommonNONE
166764100CVXCHEVRON CORP NEW$3,6660.41%23,437CommonNONE
427866108HSYHERSHEY CO$3,6200.41%19,693CommonNONE
756109104OREALTY INCOME CORP$3,5650.40%67,492CommonNONE
32054K103FRFIRST INDL RLTY TR INC$3,5600.40%74,927CommonNONE
244199105DEDEERE & CO$3,5310.40%9,450CommonNONE
G5960L103MDTMEDTRONIC PLC$3,4880.39%44,310CommonNONE
513272104LWLAMB WESTON HLDGS INC$3,2890.37%39,119CommonNONE
071813109BAXBAXTER INTL INC$3,2780.37%97,999CommonNONE
74347G606TDVPROSHARES TR$2,5320.29%33,939CommonNONE
92189F643MOATVANECK ETF TRUST$2,5300.29%29,208CommonNONE
46138E198XMLVINVESCO EXCHANGE TRADED FD T$2,3170.26%41,943CommonNONE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$2,3010.26%39,652CommonNONE
46138E354SPLVINVESCO EXCHANGE TRADED FD T$2,2940.26%35,323CommonNONE
78464A763SDYSPDR SERIES TRUST$2,2890.26%17,996CommonNONE
74348A467NOBLPROSHARES TR$2,2690.26%23,603CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2,1990.25%28,285CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR$1,9670.22%49,085CommonNONE
92204A207VDCVANGUARD WORLD FDS$1,5030.17%7,402CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1,3850.16%3,615CommonNONE
148929102CAVACAVA GROUP INC$1,3230.15%14,264CommonNONE
464287671IUSGISHARES TR$1,2950.15%10,155CommonNONE
46090E103QQQINVESCO QQQ TR$1,2730.14%2,657CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$1,2420.14%11,616CommonNONE
464287663IUSVISHARES TR$1,1890.13%13,493CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1,1720.13%31,115CommonNONE
78464A540XTLSPDR SERIES TRUST$1,1550.13%14,967CommonNONE
02079K107GOOGALPHABET INC$1,1150.13%6,079CommonNONE
147528103CASYCASEYS GEN STORES INC$1,0970.12%2,876CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1,0620.12%6,544CommonNONE
26856L103ELFE L F BEAUTY INC$1,0240.12%4,858CommonNONE
79466L302CRMSALESFORCE INC$9750.11%3,792CommonNONE
336433107FSLRFIRST SOLAR INC$9680.11%4,295CommonNONE
516544103LNTHLANTHEUS HLDGS INC$8990.10%11,192CommonNONE
759351604RGAEINSURANCE GRP OF AMERICA I$8240.09%4,013CommonNONE
550021109LULULULULEMON ATHLETICA INC$8190.09%2,743CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$8050.09%1,809CommonNONE
844895102SWXSOUTHWEST GAS HOLDINGS INC$8020.09%11,391CommonNONE
29404K106ENVUSDENVESTNET INC$7890.09%12,607CommonNONE
904767704UNILEVER PLC$7740.09%14,080CommonNONE
25746U109DDOMINION ENERGY INC$7680.09%15,674CommonNONE
16411R208LNGCHENIERE ENERGY INC$7660.09%4,382CommonNONE
122017106BURLBURLINGTON STORES INC$7630.09%3,180CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$7520.08%37,590CommonNONE
66987V109NVSNOVARTIS A G$7390.08%6,943CommonNONE
58733R102MELIMERCADOLIBRE INC$7350.08%447CommonNONE
H42097107UBSUBS GROUP AG$7350.08%24,881CommonNONE
457187102INGRINGREDION INC$7280.08%6,345CommonNONE
858119100STLDSTEEL DYNAMICS INC$7120.08%5,499CommonNONE
046353108AZNNASTRAZENECA PLC$7030.08%9,010CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$6810.08%16,795CommonNONE
925652109VICIVICI PPTYS INC$6730.08%23,485CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$6650.07%9,229CommonNONE
46266C105IQVIQVIA HLDGS INC$6650.07%3,144CommonNONE
92826C839VVISA INC$6520.07%2,483CommonNONE
833034101SNASNAP ON INC$6370.07%2,437CommonNONE
92936U109WPCWP CAREY INC$6350.07%11,532CommonNONE
636274409NGGNATIONAL GRID PLC$6050.07%10,657CommonNONE
90138F102TWLOTWILIO INC$6020.07%10,600CommonNONE
464288752ITBISHARES TR$4990.06%4,941CommonNONE
670346105NUENUCOR CORP$3660.04%2,315CommonNONE
31188V100FSLYFASTLY INC$3130.04%42,444CommonNONE
64110L106NFLXNETFLIX INC$2640.03%391CommonNONE
670100205NVONOVO-NORDISK A S$2640.03%1,853CommonNONE
81762P102NOWSERVICENOW INC$2550.03%324CommonNONE
743315103PGRPROGRESSIVE CORP$2480.03%1,195CommonNONE
78409V104SPGIS&P GLOBAL INC$2400.03%538CommonNONE
674599105OXYOCCIDENTAL PETE CORP$2400.03%3,800CommonNONE
892672106TWTRADEWEB MKTS INC$2380.03%2,244CommonNONE
384802104GWWGRAINGER W W INC$2260.03%250CommonNONE
16679L109CHWYCHEWY INC$2250.03%8,267CommonNONE
254687106DISDISNEY WALT CO$2180.02%2,191CommonNONE
18915M107NETCLOUDFLARE INC$2000.02%2,414CommonNONE
81730H109SSENTINELONE INC$1880.02%8,912CommonNONE
N14506104ESTCELASTIC N V$1840.02%1,614CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$1840.02%1,283CommonNONE
833445109SNOWSNOWFLAKE INC$1820.02%1,345CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1750.02%6,915CommonNONE
771049103RBLXROBLOX CORP$1700.02%4,568CommonNONE
871607107SNPSSYNOPSYS INC$1680.02%283CommonNONE
147448104CWSTCASELLA WASTE SYS INC$1670.02%1,684CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1670.02%962CommonNONE
67059N108NTNXNUTANIX INC$1660.02%2,915CommonNONE
217204106CPRTCOPART INC$1660.02%3,061CommonNONE
737446104POSTPOST HLDGS INC$1640.02%1,570CommonNONE
62945V109NVEEUSDNV5 GLOBAL INC$1610.02%1,732CommonNONE
29364G103ETRENTERGY CORP NEW$1610.02%1,501CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$1570.02%4,126CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1570.02%1,810CommonNONE
910047109UALUNITED AIRLS HLDGS INC$1540.02%3,158CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$1460.02%2,705CommonNONE
15118V207CELHCELSIUS HLDGS INC$1440.02%2,529CommonNONE
65290E101NXTNEXTRACKER INC$1300.01%2,782CommonNONE
67075F105XDIAXNUVEEN DOW 30 DYN OVERWRITE$690.01%4,947CommonNONE
27828N102XETYXEATON VANCE TX MGD DIV EQ IN$670.01%4,795CommonNONE
00206R102TAT&T INC$450.01%2,370CommonNONE
81141R100SESEA LTD$270.00%372CommonNONE
501147102KRYSKRYSTAL BIOTECH INC$260.00%140CommonNONE
G6674U108NVCRNOVOCURE LTD$220.00%1,258CommonNONE
243537107DECKDECKERS OUTDOOR CORP$210.00%22CommonNONE
88339J105TTDTHE TRADE DESK INC$210.00%219CommonNONE
892356106TSCOTRACTOR SUPPLY CO$200.00%73CommonNONE
88322Q108TGTXTG THERAPEUTICS INC$180.00%993CommonNONE
009066101ABNBAIRBNB INC$170.00%109CommonNONE
87612E106TGTTARGET CORP$170.00%114CommonNONE
368736104GNRCGENERAC HLDGS INC$170.00%130CommonNONE
501044101KRKROGER CO$170.00%342CommonNONE
688239201OSKOSHKOSH CORP$170.00%153CommonNONE
40415F101HDBHDFC BANK LTD$160.00%247CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$160.00%122CommonNONE
29355A107ENPHENPHASE ENERGY INC$150.00%146CommonNONE
98980G102ZSZSCALER INC$150.00%80CommonNONE
67077M108NTRNUTRIEN LTD$150.00%291CommonNONE
466313103JBLJABIL INC$140.00%130CommonNONE
07373V105BEAMBEAM THERAPEUTICS INC$140.00%578CommonNONE
22160N109CSGPCOSTAR GROUP INC$140.00%191CommonNONE
852234103XYZBLOCK INC$140.00%222CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$130.00%1,973CommonNONE
097023105BABOEING CO$120.00%68CommonNONE
056752108BIDUBAIDU INC$120.00%140CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$110.00%421CommonNONE
60937P106MDBMONGODB INC$100.00%41CommonNONE

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.