ZACKS INVESTMENT MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 1.09M | $238.63M |
 | SO | 1.06M | $100.28M |
 | WFC | 1.05M | $88.39M |
 | MRK | 1.03M | $86.34M |
 | MSFT | 1.03M | $531.86M |
 | DOC | 1.02M | $19.46M |
 | MO | 917K | $60.54M |
 | JNJ | 887K | $164.50M |
 | BK | 869K | $94.64M |
 | PRU | 865K | $89.70M |
 | PM | 818K | $132.75M |
 | ABBV | 788K | $182.40M |
 | AEP | 779K | $87.62M |
 | AVGO | 705K | $232.60M |
 | PEG | 698K | $58.29M |
 | TFC | 670K | $30.62M |
 | PEP | 632K | $88.71M |
 | CFG | 604K | $32.12M |
 | WPC | 572K | $38.65M |
 | FNF | 568K | $34.36M |
Amazon.com, Inc.
AMZN
Shares Held
1.09M
Value
$238.63M
The Southern Company
SO
Shares Held
1.06M
Value
$100.28M
Wells Fargo & Company
WFC
Shares Held
1.05M
Value
$88.39M
Merck & Co., Inc.
MRK
Shares Held
1.03M
Value
$86.34M
Microsoft Corporation
MSFT
Shares Held
1.03M
Value
$531.86M
Healthpeak Properties, Inc.
DOC
Shares Held
1.02M
Value
$19.46M
Altria Group, Inc.
MO
Shares Held
917K
Value
$60.54M
Johnson & Johnson
JNJ
Shares Held
887K
Value
$164.50M
The Bank of New York Mellon Corporation
BK
Shares Held
869K
Value
$94.64M
Prudential Financial, Inc.
PRU
Shares Held
865K
Value
$89.70M
Philip Morris International Inc.
PM
Shares Held
818K
Value
$132.75M
AbbVie Inc.
ABBV
Shares Held
788K
Value
$182.40M
American Electric Power Company, Inc.
AEP
Shares Held
779K
Value
$87.62M
Broadcom Inc.
AVGO
Shares Held
705K
Value
$232.60M
Public Service Enterprise Group Incorporated
PEG
Shares Held
698K
Value
$58.29M
Truist Financial Corporation
TFC
Shares Held
670K
Value
$30.62M
PepsiCo, Inc.
PEP
Shares Held
632K
Value
$88.71M
Citizens Financial Group, Inc.
CFG
Shares Held
604K
Value
$32.12M
W. P. Carey Inc.
WPC
Shares Held
572K
Value
$38.65M
Fidelity National Financial, Inc.
FNF
Shares Held
568K
Value
$34.36M