Motco Top Holdings and 13F Report (2025) About MotcoInvestment ActivityMotco has $946.84 million in total holdings as of March 31, 2025.Motco owns shares of 602 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 4.05% of the portfolio was purchased this quarter.About 4.98% of the portfolio was sold this quarter.This quarter, Motco has purchased 483 new stocks and bought additional shares in 162 stocks.Motco sold shares of 129 stocks and completely divested from 16 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $25,516,575Broadcom $23,190,395Apple $22,298,076JPMorgan Chase & Co. $21,613,383Microsoft $21,213,664 Largest New Holdings this Quarter 24703L202 - Dell Technologies $3,844,707 Holding78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF $787,609 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $159,545 Holding457642205 - Innodata $71,800 Holding40167F101 - Guggenheim Strategic Opportunities Fund $62,280 Holding Largest Purchases this Quarter Uber Technologies 121,344 shares (about $8.84M)Cintas 21,747 shares (about $4.47M)Dell Technologies 42,180 shares (about $3.84M)VictoryShares Short-Term Bond ETF 57,364 shares (about $2.91M)iShares Core S&P 500 ETF 4,723 shares (about $2.65M) Largest Sales this Quarter Hershey 39,004 shares (about $6.67M)American Water Works 31,179 shares (about $4.60M)British American Tobacco 91,374 shares (about $3.78M)Broadcom 14,378 shares (about $2.41M)JPMorgan Chase & Co. 6,569 shares (about $1.61M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMotco Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$25,516,575$4,475 ▼0.0%45,6152.7%FinanceAVGOBroadcom$23,190,395$2,407,309 ▼-9.4%138,5082.4%Computer and TechnologyAAPLApple$22,298,076$272,998 ▲1.2%100,3832.4%Computer and TechnologyJPMJPMorgan Chase & Co.$21,613,383$1,611,376 ▼-6.9%88,1102.3%FinanceMSFTMicrosoft$21,213,664$403,920 ▼-1.9%56,5112.2%Computer and TechnologyUSTBVictoryShares Short-Term Bond ETF$17,186,660$2,905,487 ▲20.3%339,3221.8%ETFRUSHARush Enterprises$16,807,9130.0%314,6961.8%Retail/WholesaleCOSTCostco Wholesale$14,268,037$231,716 ▼-1.6%15,0861.5%Retail/WholesaleGLDSPDR Gold Shares$14,045,096$304,852 ▼-2.1%48,7441.5%FinanceTMUST-Mobile US$13,527,265$560,624 ▼-4.0%50,7191.4%Computer and TechnologyAPHAmphenol$13,293,191$48,471 ▲0.4%202,6711.4%Computer and TechnologyWMTWalmart$12,894,332$385,661 ▼-2.9%146,8771.4%Retail/WholesaleICEIntercontinental Exchange$12,638,730$58,650 ▼-0.5%73,2681.3%FinanceCMCSAComcast$12,567,587$84,538 ▼-0.7%340,5851.3%Consumer DiscretionaryAMZNAmazon.com$12,548,598$131,470 ▼-1.0%65,9551.3%Retail/WholesaleMRKMerck & Co., Inc.$12,438,672$299,619 ▲2.5%138,5771.3%MedicalTJXTJX Companies$12,315,807$70,644 ▲0.6%101,1151.3%Retail/WholesaleVVisa$12,275,913$185,393 ▼-1.5%35,0281.3%Business ServicesMETAMeta Platforms$12,274,739$334,865 ▼-2.7%21,2971.3%Computer and TechnologyAPOApollo Global Management$12,171,364$280,727 ▼-2.3%88,8811.3%FinanceGOOGLAlphabet$12,045,838$64,949 ▼-0.5%77,8961.3%Computer and TechnologyPANWPalo Alto Networks$12,038,140$77,812 ▼-0.6%70,5471.3%Computer and TechnologyNVDANVIDIA$11,956,373$41,293 ▼-0.3%110,3191.3%Computer and TechnologyJNJJohnson & Johnson$11,934,510$297,351 ▼-2.4%71,9641.3%MedicalXOMExxon Mobil$11,669,649$334,431 ▼-2.8%98,1221.2%EnergyLLYEli Lilly and Company$11,459,502$337,797 ▲3.0%13,8751.2%MedicalGSThe Goldman Sachs Group$11,415,276$73,749 ▼-0.6%20,8961.2%FinanceWMWaste Management$11,367,836$11,576 ▲0.1%49,1031.2%Business ServicesAONAON$11,222,411$113,342 ▼-1.0%28,1201.2%FinanceROPRoper Technologies$11,175,489$90,206 ▲0.8%18,9551.2%Computer and TechnologyBKNGBooking$10,618,928$23,035 ▲0.2%2,3051.1%Retail/WholesaleCVXChevron$10,443,079$217,979 ▼-2.0%62,4251.1%EnergyTMOThermo Fisher Scientific$10,402,328$77,128 ▼-0.7%20,9051.1%MedicalSPGIS&P Global$10,219,415$101,620 ▲1.0%20,1131.1%Business ServicesUNHUnitedHealth Group$10,107,851$393,336 ▲4.0%19,2991.1%MedicalCRMSalesforce$10,105,096$45,621 ▲0.5%37,6551.1%Computer and TechnologyUNPUnion Pacific$10,028,861$172,691 ▲1.8%42,4521.1%TransportationINTUIntuit$10,004,967$320,503 ▲3.3%16,2951.1%Computer and TechnologyHONHoneywell International$9,898,042$49,550 ▲0.5%46,7441.0%Multi-Sector ConglomeratesFMBFirst Trust Managed Municipal ETF$9,820,530$31,917 ▼-0.3%194,7661.0%ManufacturingSCHWCharles Schwab$9,742,650$93,153 ▲1.0%124,4591.0%FinanceLOWLowe's Companies$9,597,415$238,594 ▲2.5%41,1501.0%Retail/WholesaleMDLZMondelez International$9,431,896$322,627 ▲3.5%139,0111.0%Consumer StaplesCMGChipotle Mexican Grill$9,418,793$337,612 ▲3.7%187,5881.0%Retail/WholesaleACNAccenture$9,234,511$170,374 ▲1.9%29,5941.0%Computer and TechnologyMCHPMicrochip Technology$9,086,218$459,169 ▲5.3%187,6931.0%Computer and TechnologyZTSZoetis$8,953,997$361,901 ▲4.2%54,3820.9%MedicalUBERUber Technologies$8,877,554$8,841,124 ▲24,268.8%121,8440.9%Computer and TechnologyIVViShares Core S&P 500 ETF$8,457,157$2,653,854 ▲45.7%15,0510.9%ETFDISWalt Disney$8,381,604$153,577 ▲1.9%84,9200.9%Consumer DiscretionaryADBEAdobe$8,211,378$690,738 ▲9.2%21,4100.9%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$8,189,504$833,992 ▲11.3%300,4220.9%ETFNEENextEra Energy$8,151,145$318,863 ▲4.1%114,9830.9%UtilitiesLINDE PLC$7,837,652$142,951 ▲1.9%16,8320.8%ComULTAUlta Beauty$7,789,708$556,408 ▲7.7%21,2520.8%Retail/WholesaleKOCoca-Cola$7,335,105$244,582 ▲3.4%102,4170.8%Consumer StaplesIQVIQVIA$7,312,219$513,915 ▲7.6%41,4760.8%MedicalNOCNorthrop Grumman$6,291,579$218,116 ▲3.6%12,2880.7%AerospaceBKBank of New York Mellon$6,290,334$969,621 ▼-13.4%75,0010.7%FinancePAYXPaychex$6,209,925$816,450 ▼-11.6%40,2510.7%Business ServicesCSCOCisco Systems$5,986,981$778,225 ▼-11.5%97,0180.6%Computer and TechnologyHDHome Depot$5,960,960$625,965 ▼-9.5%16,2650.6%Retail/WholesaleEMREmerson Electric$5,841,620$727,352 ▼-11.1%53,2800.6%IndustrialsMCDMcDonald's$5,758,228$813,099 ▼-12.4%18,4340.6%Retail/WholesaleNXPINXP Semiconductors$5,570,849$311,318 ▲5.9%29,3110.6%Computer and TechnologyQCOMQUALCOMM$5,546,396$722,121 ▼-11.5%36,1070.6%Computer and TechnologyCTASCintas$5,410,166$4,469,661 ▲475.2%26,3230.6%Business ServicesAPDAir Products and Chemicals$5,284,081$744,083 ▼-12.3%17,9170.6%Basic MaterialsBXBlackstone$5,260,760$1,116,143 ▼-17.5%37,6360.6%FinanceDRIDarden Restaurants$5,226,619$721,135 ▼-12.1%25,1570.6%Retail/WholesaleFANGDiamondback Energy$5,225,838$198,251 ▲3.9%32,6860.6%EnergyTXNTexas Instruments$5,217,949$515,559 ▼-9.0%29,0370.6%Computer and TechnologyWECWEC Energy Group$5,206,302$698,998 ▼-11.8%47,7730.5%UtilitiesAEPAmerican Electric Power$5,031,992$846,077 ▼-14.4%46,0510.5%UtilitiesCMECME Group$4,990,370$658,184 ▼-11.7%18,8110.5%FinanceMDYSPDR S&P MidCap 400 ETF Trust$4,849,867$142,439 ▼-2.9%9,0910.5%ETFVZVerizon Communications$4,801,945$709,113 ▼-12.9%105,8630.5%Computer and TechnologyGLWCorning$4,756,084$764,984 ▼-13.9%103,8900.5%Computer and TechnologyCIThe Cigna Group$4,630,346$456,652 ▼-9.0%14,0740.5%MedicalPEPPepsiCo$4,608,106$302,879 ▼-6.2%30,7330.5%Consumer StaplesIAUiShares Gold Trust$4,581,310$18,454 ▲0.4%77,7020.5%FinanceSLFSun Life Financial$4,420,930$563,839 ▼-11.3%77,2080.5%FinanceAZNAstraZeneca$4,372,074$522,512 ▼-10.7%59,4840.5%MedicalULUnilever$4,367,457$540,595 ▼-11.0%73,3410.5%Consumer StaplesABBVAbbVie$4,283,637$401,021 ▼-8.6%20,4450.5%MedicalPNCThe PNC Financial Services Group$4,069,427$647,537 ▼-13.7%23,1520.4%FinanceVICIVICI Properties$4,067,551$444,708 ▼-9.9%124,6950.4%FinanceSLBSchlumberger$4,014,514$248,292 ▲6.6%96,0410.4%EnergyLMTLockheed Martin$3,957,851$431,075 ▼-9.8%8,8600.4%AerospaceSNYSanofi$3,888,190$580,167 ▼-13.0%70,1080.4%MedicalUSBU.S. Bancorp$3,852,152$517,870 ▼-11.9%91,2400.4%FinanceDELLDell Technologies$3,844,707$3,844,707 ▲New Holding42,1800.4%Computer and TechnologyGPCGenuine Parts$3,833,329$242,092 ▼-5.9%32,1750.4%Retail/WholesaleVLOValero Energy$3,760,429$342,457 ▼-8.3%28,4730.4%EnergyPFEPfizer$3,278,540$283,504 ▼-8.0%129,3820.3%MedicalDEODiageo$3,168,744$60,149 ▲1.9%30,2390.3%Consumer StaplesUPSUnited Parcel Service$2,861,280$226,139 ▼-7.3%26,0140.3%TransportationGISGeneral Mills$2,691,147$377,574 ▼-12.3%45,0100.3%Consumer StaplesTGTTarget$2,590,632$313,393 ▼-10.8%24,8240.3%Retail/WholesaleAVDEAvantis International Equity ETF$2,466,039$624,992 ▲33.9%37,2120.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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