WESWX Holdings List

As of Dec 31, 2024

No.	Symbol	Name	% Weight	Shares
1	JPM	JPMorgan Chase & Co.	3.61%	6,559
2	UNH	UnitedHealth Group Incorporated	3.53%	3,032
3	MSFT	Microsoft Corporation	3.19%	3,289
4	ABT	Abbott Laboratories	3.15%	12,111
5	WFC	Wells Fargo & Company	3.03%	18,777
6	UNP	Union Pacific Corporation	2.96%	5,654
7	V	Visa Inc.	2.77%	3,816
8	GS	The Goldman Sachs Group, Inc.	2.52%	1,915
9	DRI	Darden Restaurants, Inc.	2.49%	5,800
10	TMUS	T-Mobile US, Inc.	2.48%	4,884
11	GOOGL	Alphabet Inc.	2.37%	5,448
12	AAPL	Apple Inc.	2.30%	3,999
13	CRM	Salesforce, Inc.	2.13%	2,778
14	WEC	WEC Energy Group, Inc.	2.07%	9,560
15	PLD	Prologis, Inc.	2.06%	8,460
16	HSY	The Hershey Company	2.05%	5,275
17	DIS	The Walt Disney Company	2.05%	8,009
18	DPZ	Domino's Pizza, Inc.	2.05%	2,122
19	BRK/B	Berkshire Hathaway Inc	2.03%	1,946
20	FRT	Federal Realty Investment Trust	2.03%	7,873
21	AJG	Arthur J. Gallagher & Co.	2.03%	3,104
22	WM	Waste Management, Inc.	2.02%	4,349
23	SO	The Southern Company	2.01%	10,642
24	MCHP	Microchip Technology Incorporated	2.01%	15,258
25	BDX	Becton, Dickinson and Company	2.01%	3,857
26	GD	General Dynamics Corporation	2.00%	3,306
27	BAC	Bank of America Corporation	1.99%	19,720
28	WMT	Walmart Inc.	1.98%	9,537
29	ACN	Accenture plc	1.97%	2,434
30	SSB	SouthState Corporation	1.94%	8,475
31	ORLY	O'Reilly Automotive, Inc.	1.93%	707
32	PEP	PepsiCo, Inc.	1.92%	5,501
33	CACI	CACI International Inc	1.92%	2,063
34	HUBB	Hubbell Incorporated	1.91%	1,987
35	JNJ	Johnson & Johnson	1.88%	5,641
36	XOM	Exxon Mobil Corporation	1.81%	7,331
37	CVX	Chevron Corporation	1.81%	5,434
38	NEE	NextEra Energy, Inc.	1.79%	10,875
39	BCC	Boise Cascade Company	1.79%	6,545
40	BLD	TopBuild Corp.	1.73%	2,413
41	HPQ	HP Inc.	1.52%	20,293
42	CHD	Church & Dwight Co., Inc.	1.48%	6,142
43	DIRXX	Dreyfus Treasury Securities Cash Management	1.44%	624,974
44	MRVL	Marvell Technology, Inc.	1.37%	5,408
45	PGR	The Progressive Corporation	1.19%	2,164
46	LFUS	Littelfuse, Inc.	1.02%	1,880
47	DAL	Delta Air Lines, Inc.	1.00%	7,176
48	EOG	EOG Resources, Inc.	0.97%	3,434
49	VLO	Valero Energy Corporation	0.78%	2,751

As of Dec 31, 2024

Asset Allocation

Asset Class	% Weight
Stocks	98.62%
Cash	1.38%

Sector Breakdown

Sector	% Weight
Health Care	17.66%
Financials	16.73%
Industrials	13.60%
Energy	7.82%
Information Technology	7.62%
Consumer Discretionary	6.94%
Communication Services	6.60%
Consumer Staples	6.59%
Utilities	6.13%
Other	5.76%
Real Estate	4.55%

Country Breakdown

Sector	% Weight
United States	97.03%
Ireland	2.97%