MondegarAI
LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Q3 2024 · 13F-HR

LIBERTY ONE INVESTMENT MANAGEMENT, LLCholdings as filed

Filed 2024-10-31 · accession 0001398344-24-019709

$978.3M
Reported value
181
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A664SPTLSPDR SER TR$38.4M3.93%1,321,772CommonNONE
539830109LMTLOCKHEED MARTIN CORP$35.0M3.58%59,845CommonNONE
532457108LLYLILLY ELI & CO$33.2M3.39%37,486CommonNONE
842587107SOSOUTHERN CO$33.2M3.39%368,195CommonNONE
018802108LNTALLIANT ENERGY CORP$32.8M3.35%540,236CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$32.2M3.30%279,639CommonNONE
189054109CLXCLOROX CO DEL$32.1M3.28%196,936CommonNONE
191216100KOCOCA COLA CO$32.0M3.27%444,745CommonNONE
580135101MCDMCDONALDS CORP$31.5M3.22%103,342CommonNONE
14149Y108CAHCARDINAL HEALTH INC$30.7M3.14%278,075CommonNONE
742718109PGPROCTER & GAMBLE CO$30.1M3.07%173,657CommonNONE
494368103KMBKIMBERLY CLARK CORP$29.5M3.01%207,193CommonNONE
478160104JNJJOHNSON & JOHNSON$29.3M2.99%180,504CommonNONE
717081103PFEPFIZER INC$27.6M2.82%953,942CommonNONE
49271V100KDPKEURIG DR PEPPER INC$26.5M2.71%707,813CommonNONE
760759100RSGREPUBLIC SVCS INC$26.5M2.71%132,081CommonNONE
440452100HRLHORMEL FOODS CORP$26.5M2.71%836,187CommonNONE
94106L109WMWASTE MGMT INC DEL$26.0M2.66%125,232CommonNONE
609207105MDLZMONDELEZ INTL INC$25.5M2.61%346,349CommonNONE
871829107SYYSYSCO CORP$25.2M2.57%322,197CommonNONE
713448108PEPPEPSICO INC$23.8M2.44%140,134CommonNONE
594918104MSFTMICROSOFT CORP$21.3M2.18%49,506CommonNONE
147528103CASYCASEYS GEN STORES INC$18.2M1.86%48,377CommonNONE
G02602103DOXAMDOCS LTD$18.0M1.84%206,191CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$9.3M0.95%207,631CommonNONE
375558103GILDGILEAD SCIENCES INC$8.5M0.87%101,312CommonNONE
668074305NWENORTHWESTERN CORP$8.1M0.82%140,797CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$7.9M0.81%117,306CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$7.3M0.75%69,929CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$7.2M0.73%46,547CommonNONE
05534B760BCEBCE INC$6.9M0.70%196,925CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD$6.2M0.64%60,884CommonNONE
65339F101NEENEXTERA ENERGY INC$5.9M0.61%70,284CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$5.5M0.57%45,729CommonNONE
194162103CLCOLGATE PALMOLIVE CO$5.4M0.56%52,328CommonNONE
023135106AMZNAMAZON COM INC$5.4M0.55%28,894CommonNONE
001055102AFLAFLAC INC$5.2M0.53%46,784CommonNONE
11135F101AVGOBROADCOM INC$5.2M0.53%29,961CommonNONE
037833100AAPLAPPLE INC$5.1M0.52%21,943CommonNONE
931142103WMTWALMART INC$5.1M0.52%63,076CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$5.1M0.52%52,718CommonNONE
149123101CATCATERPILLAR INC DEL$5.0M0.51%12,785CommonNONE
09247X101BLKCHFBLACKROCK INC$4.8M0.49%5,079CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4.7M0.48%9,565CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$4.7M0.48%26,269CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4.7M0.48%5,301CommonNONE
437076102HDHOME DEPOT INC$4.6M0.48%11,471CommonNONE
872540109TJXTJX COS INC NEW$4.6M0.47%38,965CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.6M0.47%21,667CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$4.6M0.47%19,460CommonNONE
756109104OREALTY INCOME CORP$4.5M0.46%71,363CommonNONE
74340W103PLDPROLOGIS INC$4.5M0.46%35,750CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.5M0.46%7,697CommonNONE
32054K103FRFIRST INDL RLTY TR INC$4.4M0.45%78,880CommonNONE
882508104TXNTEXAS INSTRS INC$4.4M0.45%21,319CommonNONE
031162100AMGNAMGEN INC$4.4M0.45%13,631CommonNONE
42226K105HRHEALTHCARE RLTY TR$4.4M0.45%240,394CommonNONE
G5960L103MDTMEDTRONIC PLC$4.3M0.43%47,221CommonNONE
244199105DEDEERE & CO$4.2M0.43%10,100CommonNONE
461202103INTUINTUIT$4.2M0.43%6,729CommonNONE
902494103TSNTYSON FOODS INC$4.2M0.42%69,726CommonNONE
036752103ELVANTHEM INC$4.2M0.42%7,983CommonNONE
427866108HSYHERSHEY CO$4.0M0.41%20,992CommonNONE
071813109BAXBAXTER INTL INC$4.0M0.41%104,644CommonNONE
438516106HONHONEYWELL INTL INC$3.9M0.40%18,935CommonNONE
166764100CVXCHEVRON CORP NEW$3.7M0.38%25,305CommonNONE
58933Y105MRKMERCK & CO INC$3.7M0.38%32,331CommonNONE
513272104LWLAMB WESTON HLDGS INC$2.8M0.29%43,925CommonNONE
92189F643MOATVANECK ETF TRUST$2.8M0.29%29,273CommonNONE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$2.7M0.28%39,380CommonNONE
74347G606TDVPROSHARES TR$2.6M0.26%33,630CommonNONE
46138E198XMLVINVESCO EXCHANGE TRADED FD T$2.5M0.26%41,739CommonNONE
78464A763SDYSPDR SERIES TRUST$2.5M0.26%17,919CommonNONE
46138E354SPLVINVESCO EXCHANGE TRADED FD T$2.5M0.26%35,143CommonNONE
74348A467NOBLPROSHARES TR$2.5M0.26%23,562CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.3M0.23%27,053CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR$2.3M0.23%49,602CommonNONE
148929102CAVACAVA GROUP INC$1.6M0.17%13,318CommonNONE
92204A207VDCVANGUARD WORLD FDS$1.6M0.16%7,355CommonNONE
78464A540XTLSPDR SERIES TRUST$1.5M0.15%14,660CommonNONE
464287671IUSGISHARES TR$1.3M0.14%10,132CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$1.3M0.13%11,658CommonNONE
464287663IUSVISHARES TR$1.3M0.13%13,653CommonNONE
46090E103QQQINVESCO QQQ TR$1.3M0.13%2,665CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.3M0.13%30,949CommonNONE
516544103LNTHLANTHEUS HLDGS INC$1.2M0.12%10,491CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.0M0.11%6,289CommonNONE
79466L302CRMSALESFORCE INC$1.0M0.10%3,697CommonNONE
336433107FSLRFIRST SOLAR INC$1.0M0.10%4,050CommonNONE
02079K107GOOGALPHABET INC$980,9720.10%5,867CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$970,4260.10%3,460CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$953,4020.10%8,984CommonNONE
58733R102MELIMERCADOLIBRE INC$867,9790.09%423CommonNONE
904767704UNILEVER PLC$867,8630.09%13,360CommonNONE
25746U109DDOMINION ENERGY INC$864,7280.09%14,963CommonNONE
457187102INGRINGREDION INC$835,4410.09%6,079CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$832,6020.09%35,734CommonNONE
759351604RGAEINSURANCE GRP OF AMERICA I$831,6250.09%3,817CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$821,4030.08%1,672CommonNONE
844895102SWXSOUTHWEST GAS HOLDINGS INC$806,4550.08%10,933CommonNONE
122017106BURLBURLINGTON STORES INC$793,8650.08%3,013CommonNONE
66987V109NVSNOVARTIS A G$761,5330.08%6,621CommonNONE
925652109VICIVICI PPTYS INC$755,2810.08%22,674CommonNONE
16411R208LNGCHENIERE ENERGY INC$753,9660.08%4,192CommonNONE
29404K106ENVUSDENVESTNET INC$751,0640.08%11,994CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$750,2450.08%15,993CommonNONE
636274409NGGNATIONAL GRID PLC$738,0780.08%10,594CommonNONE
550021109LULULULULEMON ATHLETICA INC$737,5290.08%2,718CommonNONE
H42097107UBSUBS GROUP AG$732,4730.07%23,697CommonNONE
46266C105IQVIQVIA HLDGS INC$710,9100.07%3,000CommonNONE
92936U109WPCWP CAREY INC$699,4530.07%11,227CommonNONE
833034101SNASNAP ON INC$682,0650.07%2,354CommonNONE
046353108AZNNASTRAZENECA PLC$674,5320.07%8,658CommonNONE
858119100STLDSTEEL DYNAMICS INC$667,4840.07%5,294CommonNONE
92826C839VVISA INC$657,4860.07%2,391CommonNONE
90138F102TWLOTWILIO INC$655,2000.07%10,046CommonNONE
464288752ITBISHARES TR$623,0750.06%4,902CommonNONE
26856L103ELFE L F BEAUTY INC$506,4440.05%4,645CommonNONE
670346105NUENUCOR CORP$353,8400.04%2,354CommonNONE
31188V100FSLYFASTLY INC$325,7450.03%43,031CommonNONE
743315103PGRPROGRESSIVE CORP$296,3340.03%1,168CommonNONE
78409V104SPGIS&P GLOBAL INC$277,4770.03%537CommonNONE
892672106TWTRADEWEB MKTS INC$276,5500.03%2,236CommonNONE
64110L106NFLXNETFLIX INC$274,4870.03%387CommonNONE
384802104GWWGRAINGER W W INC$263,8140.03%254CommonNONE
81762P102NOWSERVICENOW INC$255,7960.03%286CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$241,7260.02%6,498CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$228,5600.02%1,372CommonNONE
670100205NVONOVO-NORDISK A S$221,0400.02%1,856CommonNONE
254687106DISDISNEY WALT CO$219,5160.02%2,282CommonNONE
16679L109CHWYCHEWY INC$206,7000.02%7,057CommonNONE
674599105OXYOCCIDENTAL PETE CORP$203,7910.02%3,954CommonNONE
81730H109SSENTINELONE INC$200,9520.02%8,401CommonNONE
771049103RBLXROBLOX CORP$189,8310.02%4,289CommonNONE
29364G103ETRENTERGY CORP NEW$187,2360.02%1,423CommonNONE
18915M107NETCLOUDFLARE INC$171,4060.02%2,119CommonNONE
737446104POSTPOST HLDGS INC$170,6160.02%1,474CommonNONE
910047109UALUNITED AIRLS HLDGS INC$168,0990.02%2,946CommonNONE
92537N108VRTVERTIV HOLDINGS CO$167,5010.02%1,684CommonNONE
67059N108NTNXNUTANIX INC$162,7010.02%2,746CommonNONE
147448104CWSTCASELLA WASTE SYS INC$157,1940.02%1,580CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$156,6520.02%902CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$152,1350.02%3,881CommonNONE
62945V109NVEEUSDNV5 GLOBAL INC$151,6250.02%1,622CommonNONE
217204106CPRTCOPART INC$150,4930.02%2,872CommonNONE
833445109SNOWSNOWFLAKE INC$137,6020.01%1,198CommonNONE
871607107SNPSSYNOPSYS INC$135,2060.01%267CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$120,1280.01%2,557CommonNONE
N14506104ESTCELASTIC N V$108,0780.01%1,408CommonNONE
65290E101NXTNEXTRACKER INC$98,1980.01%2,620CommonNONE
15118V207CELHCELSIUS HLDGS INC$74,9190.01%2,389CommonNONE
67075F105XDIAXNUVEEN DOW 30 DYN OVERWRITE$57,4990.01%3,872CommonNONE
27828N102XETYXEATON VANCE TX MGD DIV EQ IN$55,5090.01%3,789CommonNONE
00206R102TAT&T INC$52,6150.01%2,392CommonNONE
67077M108NTRNUTRIEN LTD$10,5850.00%220CommonNONE
855244109SBUXSTARBUCKS CORP$7,0960.00%73CommonNONE
81141R100SESEA LTD$3,6770.00%39CommonNONE
88322Q108TGTXTG THERAPEUTICS INC$3,6020.00%154CommonNONE
88339J105TTDTHE TRADE DESK INC$2,9610.00%27CommonNONE
243537107DECKDECKERS OUTDOOR CORP$2,8700.00%18CommonNONE
368736104GNRCGENERAC HLDGS INC$2,8600.00%18CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2,8320.00%19CommonNONE
G6674U108NVCRNOVOCURE LTD$2,8290.00%181CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$2,7810.00%91CommonNONE
892356106TSCOTRACTOR SUPPLY CO$2,6630.00%9CommonNONE
40415F101HDBHDFC BANK LTD$2,4640.00%39CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$2,4600.00%313CommonNONE
501147102KRYSKRYSTAL BIOTECH INC$2,3660.00%13CommonNONE
056752108BIDUBAIDU INC$2,3160.00%22CommonNONE
501044101KRKROGER CO$2,2910.00%40CommonNONE
87612E106TGTTARGET CORP$2,2470.00%14CommonNONE
98980G102ZSZSCALER INC$2,2220.00%13CommonNONE
29355A107ENPHENPHASE ENERGY INC$2,1470.00%19CommonNONE
07373V105BEAMBEAM THERAPEUTICS INC$2,1320.00%87CommonNONE
22160N109CSGPCOSTAR GROUP INC$2,1120.00%28CommonNONE
466313103JBLJABIL INC$2,0420.00%17CommonNONE
852234103XYZBLOCK INC$2,0140.00%30CommonNONE
097023105BABOEING CO$1,9770.00%13CommonNONE
688239201OSKOSHKOSH CORP$1,8340.00%18CommonNONE
009066101ABNBAIRBNB INC$1,7750.00%14CommonNONE
60937P106MDBMONGODB INC$1,6220.00%6CommonNONE

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.