| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. Class A | 75.4 | ¤2,907,035 | US |
| JNJ | Johnson & Johnson | 64.4 | ¤429,889 | US |
| BAC | Bank of America Corp | 52.9 | ¤375,903 | US |
| WFC | Wells Fargo & Company | 56.6 | ¤260,280 | US |
| GS | Goldman Sachs Group, Inc. | 47.6 | ¤237,554 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| REGN | Regeneron Pharmaceuticals, Inc. | 62.9 | ¤60,222 | US |
| APD | Air Products and Chemicals, Inc. | 38.9 | ¤65,547 | US |
| EPD | Enterprise Products Partners L.P. | 56.9 | ¤69,136 | US |
| UPS | United Parcel Service, Inc. Class B | 47.0 | ¤71,747 | US |
| USB | U.S. Bancorp | 60.6 | ¤76,751 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JNJ | Johnson & Johnson | 64.4 | 32 | US |
| UNP | Union Pacific Corporation | 56.3 | 30 | US |
| AMGN | Amgen Inc. | 62.3 | 23 | US |
| WFC | Wells Fargo & Company | 56.6 | 21 | US |
| DIS | Walt Disney Company | 56.9 | 18 | US |
| MRK | Merck & Co., Inc. | 62.7 | 18 | US |
| C | Citigroup Inc. | 61.0 | 15 | US |
| GOOGL | Alphabet Inc. Class A | 75.4 | 15 | US |
| QCOM | QUALCOMM Incorporated | 70.9 | 14 | US |
| CAT | Caterpillar Inc. | 55.5 | 13 | US |
| Average Market Cap | ¤253,756 |
| Median Market Cap | ¤143,476 |
| Avg. 3 Mo. Dollar Vol. | ¤1,109,307,571 |
| Avg. 3 Mo. Trading Vol. | 9,082,623 |
| Last Rebalance Date | 03/24/2025 |
| Companies Replaced | 19 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Energy |
| Trailing P/E Ratio (12 Mo.) | 18.8 |
| Forward P/E Ratio (12 Mo.) | 15.8 |
| Price/Book Ratio | 4.2 |
| Avg. Revenue Chg. - 3 Yr | 9.7% |
| Avg. Op. Income Chg. - 3 Yr. | 1.5% |
| Avg. EPS Growth - 3 Yr. | 2.3% |
| Avg. EPS Growth - 1 Yr. | 9.7% |
| Avg. Operating Margin | 20.3% |
| Avg. LT Debt to Total Capital | 53.3% |
| Avg. Return on Equity | 23.3% |
| Dividend Yield | 2.1% |
| US Large Cap Value Select 30 Index | 56.92 |
| United States Of America | 100.0% |
