CHURCHILL FINANCIAL ADVISORS, LLC

PrivateCIK: 2095935
Location

LOUISVILLE, KY

123
Positions
$519.42M
Total AUM (reported)
3.17M
Total Shares

Allocation by class

TOTAL AUM$519.42M123 positions
COM$354.71M68.3%
CORE S&P500 ETF$25.95M5.0%
TR UNIT$18.68M3.6%
CORE DIV GRWTH$14.96M2.9%
CAP STK CL A$13.59M2.6%
EXTEND MKT ETF$10.80M2.1%
GROWTH ETF$8.12M1.6%

Portfolio Concentration

Top 332.0%4–1020.1%11–2521.1%Rest26.8%TOP 1052.1%0%100%
Top 3$166.26M32.0%
4–10$104.20M20.1%
11–25$109.68M21.1%
Rest$139.27M26.8%

Top 3 weight

32.0%

Top 10 weight

52.1%

Voting Authority Distribution

Total shares with voting rights: 3.17M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.17M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole123
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings123
Rows:

WALMART INC

SOLE
COM
Shares998.05K
TypeSH
Market value$113.04M
21.76%
Sole
0.00
Shared
0.00
None
998.05K

APPLE INC

SOLE
COM
Shares94.25K
TypeSH
Market value$27.27M
5.25%
Sole
0.00
Shared
0.00
None
94.25K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares34.65K
TypeSH
Market value$25.95M
5.00%
Sole
0.00
Shared
0.00
None
34.65K

APPLIED MATLS INC

SOLE
COM
Shares28.50K
TypeSH
Market value$20.61M
3.97%
Sole
0.00
Shared
0.00
None
28.50K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares25.01K
TypeSH
Market value$18.68M
3.60%
Sole
0.00
Shared
0.00
None
25.01K

ISHARES TR

SOLE
CORE DIV GRWTH
Shares197.44K
TypeSH
Market value$14.96M
2.88%
Sole
0.00
Shared
0.00
None
197.44K

MICROSOFT CORP

SOLE
COM
Shares39.47K
TypeSH
Market value$14.72M
2.83%
Sole
0.00
Shared
0.00
None
39.47K

ALPHABET INC

SOLE
CAP STK CL A
Shares38.04K
TypeSH
Market value$13.59M
2.62%
Sole
0.00
Shared
0.00
None
38.04K

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares10.72K
TypeSH
Market value$10.84M
2.09%
Sole
0.00
Shared
0.00
None
10.72K

VANGUARD INDEX FDS

SOLE
EXTEND MKT ETF
Shares43.85K
TypeSH
Market value$10.80M
2.08%
Sole
0.00
Shared
0.00
None
43.85K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares11.05K
TypeSH
Market value$10.34M
1.99%
Sole
0.00
Shared
0.00
None
11.05K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares33.81K
TypeSH
Market value$9.51M
1.83%
Sole
0.00
Shared
0.00
None
33.81K

CATERPILLAR INC

SOLE
COM
Shares8.77K
TypeSH
Market value$9.34M
1.80%
Sole
0.00
Shared
0.00
None
8.77K

ORACLE CORP

SOLE
COM
Shares57.91K
TypeSH
Market value$8.49M
1.63%
Sole
0.00
Shared
0.00
None
57.91K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares94.27K
TypeSH
Market value$8.12M
1.56%
Sole
0.00
Shared
0.00
None
94.27K

ISHARES TR

SOLE
CORE MSCI EAFE
Shares79.67K
TypeSH
Market value$7.69M
1.48%
Sole
0.00
Shared
0.00
None
79.67K

ABBVIE INC

SOLE
COM
Shares28.50K
TypeSH
Market value$7.17M
1.38%
Sole
0.00
Shared
0.00
None
28.50K

DEERE & CO

SOLE
COM
Shares11.17K
TypeSH
Market value$7.08M
1.36%
Sole
0.00
Shared
0.00
None
11.17K

EXXON MOBIL CORP

SOLE
COM
Shares48.83K
TypeSH
Market value$6.68M
1.29%
Sole
0.00
Shared
0.00
None
48.83K

CUMMINS INC

SOLE
COM
Shares9.24K
TypeSH
Market value$6.59M
1.27%
Sole
0.00
Shared
0.00
None
9.24K

CHEVRON CORPORATION

SOLE
COM
Shares38.13K
TypeSH
Market value$6.32M
1.22%
Sole
0.00
Shared
0.00
None
38.13K

SPDR INDEX SHS FDS

SOLE
ST PORT MARK ETF
Shares112.94K
TypeSH
Market value$5.85M
1.13%
Sole
0.00
Shared
0.00
None
112.94K

KLA CORP

SOLE
COM NEW
Shares19.05K
TypeSH
Market value$5.75M
1.11%
Sole
0.00
Shared
0.00
None
19.05K

MCDONALDS CORP

SOLE
COM
Shares20.29K
TypeSH
Market value$5.48M
1.06%
Sole
0.00
Shared
0.00
None
20.29K

ANALOG DEVICES INC

SOLE
COM
Shares13.28K
TypeSH
Market value$5.27M
1.02%
Sole
0.00
Shared
0.00
None
13.28K
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