Rench Wealth Management, Inc.

data from 30/09/2025

Capitalization

$ 340.773 M 7.83 %

Average holding period

22 ans

Performance

$ 208.058 M 123.45 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Rench Wealth Management, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 11.26% 38.363 M $ 205611 2021/09/30 6.124 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 7.45% 25.377 M $ 48996 2013/12/31 1.005 M $ 4.13 %
2025/09/30 AAPL APPLE INC 6.92% 23.589 M $ 92638 2013/12/31 4.595 M $ 24.11 %
2025/09/30 JPM JPMORGAN CHASE & CO. 4.66% 15.871 M $ 50317 2013/12/31 1.284 M $ 8.80 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 4.58% 15.622 M $ 50435 2013/12/31 -513.550 K $ -3.24 %
2025/09/30 GOOG ALPHABET INC 4.16% 14.173 M $ 58192 2021/06/30 3.808 M $ 37.30 %
2025/09/30 AMZN AMAZON COM INC 3.45% 11.773 M $ 53620 2021/06/30 9.568 K $ 0.08 %
2025/09/30 LRCX LAM RESEARCH CORP 3.24% 11.051 M $ 82529 2025/03/31 3.035 M $ 37.56 %
2025/09/30 JNJ JOHNSON & JOHNSON 3.05% 10.396 M $ 56065 2013/12/31 1.844 M $ 21.39 %
2025/09/30 ABT ABBOTT LABS 2.67% 9.099 M $ 67937 2013/12/31 -139.683 K $ -1.52 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 2.62% 8.933 M $ 29250 2023/03/31 1.582 M $ 21.76 %
2025/09/30 PG PROCTER AND GAMBLE CO 2.51% 8.556 M $ 55687 2013/12/31 -315.444 K $ -3.56 %
2025/09/30 FAST FASTENAL CO 2.40% 8.176 M $ 166721 2024/03/31 1.163 M $ 16.76 %
2025/09/30 COST COSTCO WHSL CORP NEW 2.12% 7.222 M $ 7802 2024/03/31 -492.035 K $ -6.50 %
2025/09/30 PAYX PAYCHEX INC 2.10% 7.155 M $ 56444 2013/12/31 -1.033 M $ -12.86 %
2025/09/30 MA MASTERCARD INCORPORATED 2.07% 7.045 M $ 12386 2024/03/31 84.281 K $ 1.22 %
2025/09/30 ETR ENTERGY CORP NEW 2.04% 6.954 M $ 74625 2016/09/30 751.010 K $ 12.12 %
2025/09/30 AMAT APPLIED MATLS INC 2.02% 6.872 M $ 33563 2020/12/31 722.694 K $ 11.84 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 2.01% 6.836 M $ 15286 2024/03/31 -1.440 M $ -17.70 %
2025/09/30 RSG REPUBLIC SVCS INC 1.79% 6.092 M $ 26547 2024/03/31 -444.026 K $ -6.95 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC. 1.70% 5.805 M $ 90391 2013/12/31 -551.003 K $ -8.74 %
2025/09/30 BAH BOOZ ALLEN HAMILTON HLDG COR 1.70% 5.777 M $ 57796 2023/03/31 -233.285 K $ -4.01 %
2025/09/30 NEE NEXTERA ENERGY INC 1.68% 5.739 M $ 76017 2024/03/31 451.869 K $ 8.74 %
2025/09/30 XOM EXXON MOBIL CORP 1.68% 5.726 M $ 50786 2013/12/31 250.103 K $ 4.59 %
2025/09/30 INTU INTUIT 1.66% 5.664 M $ 8293 2024/03/31 -858.389 K $ -13.30 %
2025/09/30 CVX CHEVRON CORP NEW 1.50% 5.106 M $ 32882 2013/12/31 395.464 K $ 8.45 %
2025/09/30 LOW LOWES COS INC 1.49% 5.085 M $ 20233 2023/12/31 580.998 K $ 13.27 %
2025/09/30 CSCO CISCO SYS INC 1.48% 5.053 M $ 73854 2015/06/30 -69.677 K $ -1.38 %
2025/09/30 DPZ DOMINOS PIZZA INC 1.44% 4.923 M $ 11404 2024/03/31 -211.454 K $ -4.19 %
2025/09/30 BA BOEING CO 1.35% 4.590 M $ 21268 2016/09/30 130.132 K $ 3.01 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.34% 4.565 M $ 13220 2023/06/30 422.924 K $ 10.68 %
2025/09/30 SO SOUTHERN CO 1.26% 4.303 M $ 45404 2013/12/31 131.670 K $ 3.20 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 1.23% 4.187 M $ 95257 2013/12/31 67.230 K $ 1.57 %
2025/09/30 PEG PUBLIC SVC ENTERPRISE GRP IN 1.16% 3.938 M $ 47185 2016/06/30 -33.464 K $ -0.86 %
2025/09/30 MRK MERCK & CO INC 1.12% 3.824 M $ 45560 2013/12/31 215.260 K $ 6.03 %
2025/09/30 ELV ELEVANCE HEALTH INC 1.02% 3.489 M $ 10799 2024/03/31 -710.742 K $ -16.93 %
2025/09/30 DHI D R HORTON INC 0.90% 3.060 M $ 18055 2023/12/31 650.138 K $ 31.45 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.79% 2.700 M $ 32325 2016/09/30 -573.224 K $ -17.25 %
2025/09/30 ASML ASML HOLDING N V 0.35% 1.186 M $ 1225 2024/12/31 155.864 K $ 20.80 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.27% 923.090 K $ 4866 2024/12/31 38.605 K $ 4.38 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.22% 760.791 K $ 27868 2014/06/30 23.176 K $ 3.02 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.20% 674.920 K $ 2392 2013/12/31 -30.010 K $ -4.28 %
2025/09/30 ECL ECOLAB INC 0.18% 601.844 K $ 2198 2016/12/31 9.688 K $ 1.64 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.14% 474.482 K $ 4860 2025/09/30 0.000 $ 0.00 %
2025/09/30 APP APPLOVIN CORP 0.14% 462.021 K $ 643 2024/12/31 236.919 K $ 105.25 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.11% 376.376 K $ 776 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 0.11% 371.506 K $ 3605 2024/06/30 18.469 K $ 5.40 %
2025/09/30 PEP PEPSICO INC 0.08% 278.790 K $ 1985 2013/12/31 16.388 K $ 6.36 %
2025/09/30 QQQ INVESCO QQQ TR 0.08% 268.748 K $ 448 2024/03/31 23.146 K $ 8.83 %
2025/09/30 AVGO BROADCOM INC 0.08% 265.244 K $ 804 2025/06/30 43.570 K $ 19.70 %
2025/09/30 TSLA TESLA INC 0.08% 263.719 K $ 593 2025/09/30 0.000 $ 0.00 %
2025/09/30 SMPL SIMPLY GOOD FOODS CO 0.07% 248.200 K $ 10000 2024/12/31 -67.700 K $ -21.43 %
2025/09/30 GE GE AEROSPACE 0.07% 245.233 K $ 815 2025/06/30 35.352 K $ 16.87 %
2025/09/30 T AT&T INC 0.07% 245.122 K $ 8680 2024/12/31 -6.034 K $ -2.42 %
2025/09/30 SPGI S&P GLOBAL INC 0.06% 220.071 K $ 452 2025/09/30 0.000 $ 0.00 %
2025/09/30 PB PROSPERITY BANCSHARES INC 0.06% 217.960 K $ 3285 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWS ISHARES TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %