MORNINGSTAR INVESTMENT SERVICES LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LYG | 435K | $1.66M |
 | CMCSA | 138K | $5.09M |
 | SCHW | 106K | $8.29M |
 | WFC | 85K | $6.07M |
 | ENB | 82K | $3.63M |
 | KMX | 71K | $5.51M |
 | GSK | 56K | $2.15M |
 | PFE | 53K | $1.34M |
 | SBUX | 52K | $5.08M |
 | MDT | 47K | $4.20M |
 | PM | 46K | $7.24M |
 | UL | 43K | $2.58M |
 | SNY | 40K | $2.20M |
 | TFC | 39K | $1.60M |
 | HBI | 38K | $220.00K |
 | EBAY | 38K | $2.56M |
 | DIS | 35K | $3.50M |
 | GOOGL | 35K | $5.36M |
 | XOM | 34K | $4.09M |
 | ETR | 34K | $2.92M |
Lloyds Banking Group plc
LYG
Shares Held
435K
Value
$1.66M
Comcast Corporation
CMCSA
Shares Held
138K
Value
$5.09M
The Charles Schwab Corporation
SCHW
Shares Held
106K
Value
$8.29M
Wells Fargo & Company
WFC
Shares Held
85K
Value
$6.07M
Enbridge Inc.
ENB
Shares Held
82K
Value
$3.63M
CarMax, Inc.
KMX
Shares Held
71K
Value
$5.51M
GSK plc
GSK
Shares Held
56K
Value
$2.15M
Pfizer Inc.
PFE
Shares Held
53K
Value
$1.34M
Starbucks Corporation
SBUX
Shares Held
52K
Value
$5.08M
Medtronic plc
MDT
Shares Held
47K
Value
$4.20M
Philip Morris International Inc.
PM
Shares Held
46K
Value
$7.24M
Unilever PLC
UL
Shares Held
43K
Value
$2.58M
Sanofi
SNY
Shares Held
40K
Value
$2.20M
Truist Financial Corporation
TFC
Shares Held
39K
Value
$1.60M
Hanesbrands Inc.
HBI
Shares Held
38K
Value
$220.00K
eBay Inc.
EBAY
Shares Held
38K
Value
$2.56M
The Walt Disney Company
DIS
Shares Held
35K
Value
$3.50M
Alphabet Inc.
GOOGL
Shares Held
35K
Value
$5.36M
Exxon Mobil Corporation
XOM
Shares Held
34K
Value
$4.09M
Entergy Corporation
ETR
Shares Held
34K
Value
$2.92M