The Analysis of Sylvest Advisors, LLC's Holdings
Currently, Sylvest Advisors, LLC holds 69 types of securities in its portfolio with a total value $187.5M. In the most recent quarter, they have increased their positions in IWD (+14.5K shares, valued at $3.0M), IJR (+12.6K shares, valued at $1.5M), MMC (+3.5K shares, valued at $650.1K); decreased their positions in COWZ (-48.8K shares, valued at $2.9M), VTI (-642 shares, valued at $215.2K), SSUS (-4.4K shares, valued at $213.8K); initiated new positions in MMC (+3.5K shares, valued at $650.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWD ISHARES TR117.5K shares14.04%2025-12-312026-01-20
SCHF SCHWAB STRATEGIC TR860.1K shares-0.73%2025-12-312026-01-20 IWF ISHARES TR41.4K shares1.16%2025-12-312026-01-20 VO VANGUARD INDEX FDS56.5K shares1.61%2025-12-312026-01-20 COWZ PACER FDS TR219.1K shares-18.21%2025-12-312026-01-20 IJR ISHARES TR93.8K shares15.51%2025-12-312026-01-20 COWG PACER FDS TR304.2K shares-1.41%2025-12-312026-01-20 MSFT MICROSOFT CORP18.4K shares0.08%2025-12-312026-01-20 AVEM AMERICAN CENTY ETF TR96.3K shares0.65%2025-12-312026-01-20 AAPL APPLE INC17.9K shares-1.58%2025-12-312026-01-20 AVUV AMERICAN CENTY ETF TR44.0K shares7.57%2025-12-312026-01-20 VTI VANGUARD INDEX FDS13.0K shares-4.71%2025-12-312026-01-20 EZM WISDOMTREE TR49.0K shares11.00%2025-12-312026-01-20 FNY FIRST TR EXCHANGE-TRADED ALP18.5K shares6.54%2025-12-312026-01-20 CMI CUMMINS INC2.9K shares-10.16%2025-12-312026-01-20 ABBV ABBVIE INC5.7K shares-8.79%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON6.0K shares2.15%2025-12-312026-01-20 ITOT ISHARES TR8.0K shares-1.94%2025-12-312026-01-20 AMGN AMGEN INC3.1K shares-4.20%2025-12-312026-01-20 RGLD ROYAL GOLD INC4.5K shares-6.65%2025-12-312026-01-20 ALPHABET INC ALPHABET INC3.1K shares0.19%2025-12-312026-01-20 FDP FRESH DEL MONTE PRODUCE INC26.5K shares5.62%2025-12-312026-01-20 NTAP NETAPP INC8.7K shares-3.64%2025-12-312026-01-20 HSY HERSHEY CO5.0K shares-1.64%2025-12-312026-01-20 ALPHABET INC ALPHABET INC2.8K shares0.00%2025-12-312026-01-20 G GENPACT LIMITED18.0K shares3.74%2025-12-312026-01-20 ORCL ORACLE CORP4.3K shares5.72%2025-12-312026-01-20 DCI DONALDSON INC9.2K shares3.07%2025-12-312026-01-20 FYC FIRST TR EXCHANGE-TRADED ALP8.4K shares2.80%2025-12-312026-01-20 TSLA TESLA INC1.8K shares0.00%2025-12-312026-01-20 ZTS ZOETIS INC6.0K shares0.98%2025-12-312026-01-20 PPG PPG INDS INC7.1K shares1.30%2025-12-312026-01-20 SSNC SS&C TECHNOLOGIES HLDGS INC7.6K shares17.93%2025-12-312026-01-20 USB US BANCORP DEL12.3K shares-1.60%2025-12-312026-01-20 TTC TORO CO8.3K shares-4.10%2025-12-312026-01-20 MMC MARSH & MCLENNAN COS INC3.5K sharesnew addition2025-12-312026-01-20 CSL CARLISLE COS INC2.0K shares3.12%2025-12-312026-01-20 XOM EXXON MOBIL CORP5.2K shares-2.30%2025-12-312026-01-20 MO ALTRIA GROUP INC10.8K shares-2.85%2025-12-312026-01-20 DPZ DOMINOS PIZZA INC1.5K shares13.96%2025-12-312026-01-20 ISRG INTUITIVE SURGICAL INC1.0K shares0.00%2025-12-312026-01-20 JEF JEFFERIES FINL GROUP INC9.2K shares-15.80%2025-12-312026-01-20 JHG JANUS HENDERSON GROUP PLC11.8K shares7.31%2025-12-312026-01-20 WMT WALMART INC5.0K shares-2.14%2025-12-312026-01-20 RSPG INVESCO EXCHANGE TRADED FD T6.9K shares17.94%2025-12-312026-01-20 PKG PACKAGING CORP AMER2.6K shares13.30%2025-12-312026-01-20 TNC TENNANT CO7.1K shares17.26%2025-12-312026-01-20 PRI PRIMERICA INC2.0K shares0.00%2025-12-312026-01-20 TRV TRAVELERS COMPANIES INC1.7K shares0.00%2025-12-312026-01-20 NVDA NVIDIA CORPORATION2.6K shares0.73%2025-12-312026-01-20 DOX AMDOCS LTD6.0K shares5.70%2025-12-312026-01-20 MOS MOSAIC CO NEW19.3K shares-13.51%2025-12-312026-01-20 V VISA INC1.2K shares-4.24%2025-12-312026-01-20 CVX CHEVRON CORP NEW2.8K shares0.42%2025-12-312026-01-20 UPS UNITED PARCEL SERVICE INC4.3K shares-19.04%2025-12-312026-01-20 AMZN AMAZON COM INC1.7K shares2.94%2025-12-312026-01-20 CAG CONAGRA BRANDS INC22.0K shares-28.05%2025-12-312026-01-20 CMCSA COMCAST CORP NEW12.6K shares-8.97%2025-12-312026-01-20 FFIN FIRST FINL BANKSHARES INC10.4K shares0.00%2025-12-312026-01-20 PG PROCTER AND GAMBLE CO2.1K shares-31.76%2025-12-312026-01-20 SSUS STRATEGY SHS5.7K shares-43.49%2025-12-312026-01-20 RY ROYAL BK CDA1.6K shares-24.15%2025-12-312026-01-20 GS GOLDMAN SACHS GROUP INC300 shares0.00%2025-12-312026-01-20 MCD MCDONALDS CORP797 shares3.51%2025-12-312026-01-20 VV VANGUARD INDEX FDS710 shares0.00%2025-12-312026-01-20 CAT CATERPILLAR INC364 shares-47.93%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available