CHILDRESS CAPITAL ADVISORS, LLC
CIK 1849561 · Holdings on Dec 31, 2023 · First reported Feb 16, 2024
Top ten holdings
Q4 2023- EXMOC7.44%
- FDVV7.25%
- VNSE6.45%
- COP5.17%
- JEPI4.96%
- ET4.60%
- SPY3.39%
- MSFT3.08%
- AAPL3.01%
- VYMI2.97%
Share classes counted separately48.32%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | EXMOCEXXON MOBIL CORP View history and evidence | $24.95M | 7.44% | 249.50K shares | — | ↗▾ | |
| 02 | FDVVFIDELITY HIGH DIVIDEND ETFHIGH DIVID ETF View history and evidence | $24.31M | 7.25% | 574.91K shares | — | ↗▾ | |
| 03 | VNSENATIXIS VAUGHN NELSON SELECTVAUGHAN NELSN SL View history and evidence | $21.61M | 6.45% | 703.12K shares | — | ↗▾ | |
| 04 | COPCONOCOPHILLIPS View history and evidence | $17.33M | 5.17% | 149.28K shares | — | ↗▾ | |
| 05 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $16.63M | 4.96% | 302.41K shares | — | ↗▾ | |
| 06 | ETENERGY TRANSFER LPCOM UT LTD PTN View history and evidence | $15.43M | 4.60% | 1.12M shares | — | ↗▾ | |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $11.36M | 3.39% | 23.89K shares | — | ↗▾ | |
| 08 | MSFTMICROSOFT CORP View history and evidence | $10.31M | 3.08% | 27.43K shares | — | ↗▾ | |
| 09 | AAPLAPPLE INC View history and evidence | $10.10M | 3.01% | 52.47K shares | — | ↗▾ | |
| 10 | VYMIVANGUARD INT HIGH DVD YLD ININTL HIGH ETF View history and evidence | $9.95M | 2.97% | 149.58K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MDT MEDTRONIC PLC | Non-derivative | — | — | SEC filing ↗ | |
| BDX BECTON DICKINSON AND CO | Non-derivative | — | — | SEC filing ↗ | |
| IWF ISHARES RUSSELL 1000 GROWTH | Non-derivative | — | — | SEC filing ↗ |
3 / 16 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1849561 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 335279298
}Research all 198 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.