
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | HOME DEPOT INC | $10.0M | 30542 | 5.21% |
| 2 | CAPITAL GROUP CONSERVATIVE E | $8.7M | 292429 | 4.52% |
| 3 | CAPITAL GROUP GBL GROWTH EQT | $7.9M | 236964 | 4.10% |
| 4 | T ROWE PRICE ETF INC | $7.8M | 219371 | 4.05% |
| 5 | BERKSHIRE HATHAWAY INC DEL | $7.1M | 14846 | 3.69% |
| 6 | SOUTHERN CO | $6.9M | 71493 | 3.58% |
| 7 | EDISON INTL | $5.4M | 73295 | 2.78% |
| 8 | APPLE INC | $4.8M | 18963 | 2.50% |
| 9 | BLACKROCK ETF TRUST II | $4.8M | 92546 | 2.49% |
| 10 | DOMINION ENERGY INC | $4.6M | 75176 | 2.41% |
| 11 | AES CORP | $4.2M | 297854 | 2.18% |
| 12 | DUKE ENERGY CORP NEW | $4.0M | 30791 | 2.09% |
| 13 | INTERNATIONAL BUSINESS MACHS | $3.6M | 14939 | 1.88% |
| 14 | CAPITAL GROUP DIVIDEND VALUE | $3.5M | 83325 | 1.84% |
| 15 | MICROSOFT CORP | $3.0M | 8055 | 1.55% |
| 16 | T ROWE PRICE ETF INC | $2.9M | 128600 | 1.49% |
| 17 | BANK AMERICA CORP | $2.8M | 56592 | 1.43% |
| 18 | JPMORGAN CHASE & CO | $2.6M | 8974 | 1.37% |
| 19 | JOHNSON & JOHNSON | $2.5M | 10022 | 1.27% |
| 20 | JACKSON FINANCIAL INC | $2.2M | 20971 | 1.15% |
| 21 | DELTA AIR LINES INC | $1.9M | 28930 | 1.00% |
| 22 | PROCTER & GAMBLE CO | $1.7M | 12083 | 0.90% |
| 23 | ALPHABET INC | $1.7M | 5754 | 0.86% |
| 24 | NUVEEN MUN CR INCOME FD | $1.6M | 134230 | 0.85% |
| 25 | AT&T INC | $1.6M | 56263 | 0.85% |
| 26 | COCA COLA CO | $1.6M | 20919 | 0.82% |
| 27 | CAPITAL GROUP CORE BALANCED | $1.6M | 45656 | 0.81% |
| 28 | ISHARES TR | $1.5M | 48350 | 0.76% |
| 29 | CITIGROUP INC | $1.4M | 12725 | 0.75% |
| 30 | WALMART INC | $1.4M | 11013 | 0.71% |
| 31 | VANGUARD SPECIALIZED FUNDS | $1.4M | 6354 | 0.71% |
| 32 | WESTERN ASSET INTER MUNI | $1.3M | 168597 | 0.67% |
| 33 | EXXON MOBIL CORP | $1.3M | 7610 | 0.67% |
| 34 | VERIZON COMMUNICATIONS INC | $1.3M | 25365 | 0.66% |
| 35 | NVIDIA CORPORATION | $1.2M | 7138 | 0.65% |
| 36 | NEXTERA ENERGY INC | $1.1M | 12319 | 0.59% |
| 37 | CHEVRON CORPORATION | $1.1M | 5455 | 0.59% |
| 38 | BLACKSTONE INC | $1.1M | 9719 | 0.58% |
| 39 | GOLDMAN SACHS ETF TR | $1.1M | 11900 | 0.57% |
| 40 | AFLAC INC | $1.1M | 9907 | 0.56% |
| 41 | EATON CORP PLC | $1.1M | 3001 | 0.56% |
| 42 | PEPSICO INC | $1.1M | 6878 | 0.55% |
| 43 | T ROWE PRICE ETF INC | $1.1M | 21349 | 0.55% |
| 44 | AMPLIFY ETF TR | $1.1M | 23623 | 0.55% |
| 45 | AMAZON COM INC | $1.0M | 4864 | 0.53% |
| 46 | BOEING CO | $1.0M | 5033 | 0.52% |
| 47 | WELLS FARGO & CO | $993K | 12477 | 0.51% |
| 48 | GE AEROSPACE | $987K | 3478 | 0.51% |
| 49 | CARLYLE GROUP INC | $930K | 19226 | 0.48% |
| 50 | META PLATFORMS INC | $928K | 1622 | 0.48% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.