ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 11, 2017

Total Value ($000): $240,825,412 (100.0% shares, 0.0% debt)

Holdings (125)

INTC INTEL CORP 4.8%
Value ($000) $11,491,183 Shares 301,741 Est. Cost $26.57 Unrealized +11.3%
KO COCA COLA COMPANY 4.4%
Value ($000) $10,705,721 Shares 238,040 Est. Cost $30.13 Unrealized +16.0%
JNJ JOHNSON & JOHNSON 3.8%
Value ($000) $9,158,559 Shares 70,652 Est. Cost $77.30 Unrealized +35.8%
ADP AUTO DATA PROCESSING 3.7%
Value ($000) $8,986,499 Shares 82,331 Est. Cost $63.52 Unrealized +41.1%
PGR PROGRESSIVE CO OHIO 3.3%
Value ($000) $7,888,406 Shares 163,326 Est. Cost $18.95 Unrealized +90.7%
MCD MC DONALDS CORP 3.2%
Value ($000) $7,591,871 Shares 48,512 Est. Cost $70.61 Unrealized +82.2%
GPC GENUINE PARTS CO 2.7%
Value ($000) $6,589,781 Shares 68,808 Est. Cost $71.35 Unrealized -6.6%
CHUBB LTD F 2.7%
Value ($000) $6,447,421 Shares 45,312 Est. Cost $130907.37 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $6,388,678 Shares 41,543 Est. Cost $27.46 Unrealized +31.7%
XOM EXXON MOBIL CORP 2.6%
Value ($000) $6,305,060 Shares 77,151 Est. Cost $57.18 Unrealized -5.0%
SYY SYSCO CORPORATION 2.5%
Value ($000) $5,909,920 Shares 109,139 Est. Cost $28.86 Unrealized +44.9%
HD HOME DEPOT INC 2.4%
Value ($000) $5,678,814 Shares 34,753 Est. Cost $74.81 Unrealized +67.3%
MSFT MICROSOFT CORP 2.3%
Value ($000) $5,557,243 Shares 74,758 Est. Cost $39.88 Unrealized +67.2%
WMT WAL-MART STORES INC 2.3%
Value ($000) $5,546,280 Shares 70,688 Est. Cost $21.27 Unrealized +7.7%
BB&T CORPORATION 2.3%
Value ($000) $5,444,071 Shares 115,891 Est. Cost $52467.61 Unrealized
CVX CHEVRON CORPORATION 2.2%
Value ($000) $5,355,275 Shares 45,657 Est. Cost $69.80 Unrealized +9.2%
WY WEYERHAEUSER CO REIT 2.2%
Value ($000) $5,325,822 Shares 156,464 Est. Cost $19.91 Unrealized +18.8%
T A T & T INC 2.0%
Value ($000) $4,924,187 Shares 125,934 Est. Cost $11.81 Unrealized +32.2%
CFR CULLEN FROST BANKERS 2.0%
Value ($000) $4,899,805 Shares 51,479 Est. Cost $48.40 Unrealized +46.0%
QCOM QUALCOMM INC 1.9%
Value ($000) $4,489,563 Shares 86,520 Est. Cost $46.77 Unrealized -9.5%
GENERAL ELECTRIC CO 1.9%
Value ($000) $4,464,501 Shares 184,699 Est. Cost $25269.40 Unrealized
WERN WERNER ENTERPRISES 1.8%
Value ($000) $4,284,151 Shares 117,374 Est. Cost $27.94 Unrealized +13.7%
SUNTRUST BANKS INC 1.7%
Value ($000) $3,993,231 Shares 66,820 Est. Cost $41901.14 Unrealized
LLY ELI LILLY & COMPANY 1.6%
Value ($000) $3,733,945 Shares 43,824 Est. Cost $55.42 Unrealized +30.1%
AMGN AMGEN INCORPORATED 1.5%
Value ($000) $3,552,230 Shares 19,102 Est. Cost $113.34 Unrealized +21.3%
UPS UNITED PARCEL SRVC CLASS B 1.4%
Value ($000) $3,419,449 Shares 28,438 Est. Cost $71.06 Unrealized +16.6%
XRAY DENTSPLY SIRONA INC 1.3%
Value ($000) $3,123,837 Shares 52,403 Est. Cost $59.04 Unrealized +0.7%
MRK MERCK & CO INC 1.3%
Value ($000) $3,053,036 Shares 47,870 Est. Cost $39.25 Unrealized +18.9%
COP CONOCOPHILLIPS 1.2%
Value ($000) $2,899,754 Shares 58,012 Est. Cost $47.36 Unrealized -27.3%
CSX CSX CORP 1.2%
Value ($000) $2,840,653 Shares 52,531 Est. Cost $9.12 Unrealized +68.0%
KMB KIMBERLY-CLARK CORP 1.2%
Value ($000) $2,839,427 Shares 24,232 Est. Cost $76.58 Unrealized +18.8%
TFX TELEFLEX INCORPORATE 1.2%
Value ($000) $2,787,835 Shares 11,534 Est. Cost $105.28 Unrealized +97.0%
TECH BIOGEN INC 1.1%
Value ($000) $2,619,746 Shares 20,806 Est. Cost $21.39 Unrealized +32.8%
ZBRA ZEBRA TECHNOLOGIES CLASS A 1.1%
Value ($000) $2,564,598 Shares 23,523 Est. Cost $73.16 Unrealized +40.3%
MDXG MIMEDX GROUP INC 1.1%
Value ($000) $2,547,670 Shares 214,000 Est. Cost $13.40 Unrealized +10.6%
CMI CUMMINS INC 1.0%
Value ($000) $2,431,428 Shares 14,455 Est. Cost $106.44 Unrealized +22.1%
BRK/B BEMIS CO INC 0.9%
Value ($000) $2,272,545 Shares 49,902 Est. Cost $175.39 Unrealized +0.8%
CMP COMPASS MINERALS INT 0.9%
Value ($000) $2,251,628 Shares 34,560 Est. Cost $53.06 Unrealized -1.5%
PFE PFIZER INCORPORATED 0.9%
Value ($000) $2,161,852 Shares 60,803 Est. Cost $18.08 Unrealized +23.1%
SON SONOCO PRODUCTS CO 0.9%
Value ($000) $2,101,895 Shares 41,702 Est. Cost $28.62 Unrealized +29.5%
CPRT COPART INC 0.9%
Value ($000) $2,067,185 Shares 60,044 Est. Cost $6.00 Unrealized +33.4%
DUK DUKE ENERGY CORP 0.8%
Value ($000) $2,023,236 Shares 24,139 Est. Cost $50.64 Unrealized +20.1%
DVN DEVON ENERGY CORP 0.8%
Value ($000) $2,018,855 Shares 55,070 Est. Cost $40.92 Unrealized -43.9%
AFL AFLAC INC 0.8%
Value ($000) $1,928,499 Shares 23,740 Est. Cost $23.31 Unrealized +42.0%
PAYX PAYCHEX INC 0.8%
Value ($000) $1,812,151 Shares 30,185 Est. Cost $33.54 Unrealized +32.9%
MEREDITH CORP 0.7%
Value ($000) $1,714,079 Shares 30,735 Est. Cost $59585.83 Unrealized
TORCHMARK CORP 0.6%
Value ($000) $1,515,219 Shares 18,927 Est. Cost $54153.59 Unrealized
ACH OWENS &MINOR INC HLD 0.6%
Value ($000) $1,328,593 Shares 45,478 Est. Cost $30.19 Unrealized -9.9%
MMM 3M COMPANY 0.5%
Value ($000) $1,298,564 Shares 6,201 Est. Cost $92.37 Unrealized +40.6%
NORDSTROM INC 0.5%
Value ($000) $1,200,459 Shares 25,415 Est. Cost $64265.98 Unrealized
LEG LEGGETT & PLATT INC 0.5%
Value ($000) $1,183,956 Shares 24,815 Est. Cost $39.39 Unrealized +22.7%
BED BATH & BEYOND 0.5%
Value ($000) $1,110,090 Shares 47,258 Est. Cost $45216.47 Unrealized
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $1,003,458 Shares 15,956 Est. Cost $46.22 Unrealized +6.5%
WU WESTERN UNION CO 0.4%
Value ($000) $974,705 Shares 50,965 Est. Cost $19073.52 Unrealized
WALGREENS BOOTS ALLI 0.4%
Value ($000) $913,423 Shares 11,866 Est. Cost $76233.77 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $821,764 Shares 8,616 Est. Cost $47.62 Unrealized +54.7%
EVEREST RE GROUP LTD F 0.3%
Value ($000) $766,675 Shares 3,370 Est. Cost $233502.34 Unrealized
PG PROCTER & GAMBLE 0.3%
Value ($000) $764,459 Shares 8,412 Est. Cost $64.16 Unrealized +13.8%
W E C ENERGY GROUP I 0.3%
Value ($000) $760,709 Shares 12,128 Est. Cost $58875.52 Unrealized
CTAS CINTAS CORP 0.3%
Value ($000) $751,388 Shares 5,213 Est. Cost $16.00 Unrealized +90.6%
SJM J M SMUCKER CO 0.3%
Value ($000) $751,070 Shares 7,139 Est. Cost $75.49 Unrealized +16.0%
PATTERSON COMPANIES 0.3%
Value ($000) $699,245 Shares 18,080 Est. Cost $38675.06 Unrealized
COST COSTCO WHOLESALE CO 0.3%
Value ($000) $638,153 Shares 3,873 Est. Cost $112.43 Unrealized +24.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $600,589 Shares 4,640 Est. Cost $111808.63 Unrealized
BA BOEING CO 0.2%
Value ($000) $589,046 Shares 2,322 Est. Cost $110.65 Unrealized +99.2%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $588,276 Shares 17,590 Est. Cost $29909.95 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $585,700 Shares 11,910 Est. Cost $32.63 Unrealized +5.1%
ROST ROSS STORES INC 0.2%
Value ($000) $584,769 Shares 9,035 Est. Cost $57.70 Unrealized -8.3%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $571,733 Shares 17,820 Est. Cost $25.48 Unrealized +3.6%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $535,363 Shares 3,619 Est. Cost $70.17 Unrealized +65.4%
ED CONSOLIDATED EDISON 0.2%
Value ($000) $534,874 Shares 6,644 Est. Cost $41.83 Unrealized +46.4%
UNFI UNITED NATURAL FOODS 0.2%
Value ($000) $533,069 Shares 12,630 Est. Cost $47.13 Unrealized -21.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $515,774 Shares 3,648 Est. Cost $69.69 Unrealized +49.7%
BANK OF NY MELLON CO 0.2%
Value ($000) $445,705 Shares 7,129 Est. Cost $37928.76 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $428,112 Shares 5,303 Est. Cost $52.83 Unrealized +5.9%
CLX CLOROX COMPANY 0.2%
Value ($000) $414,391 Shares 3,159 Est. Cost $73.11 Unrealized +44.4%
MONSANTO CO 0.2%
Value ($000) $390,562 Shares 3,259 Est. Cost $106631.94 Unrealized
BERKSHIRE HATHAWAY CLASS B 0.2%
Value ($000) $375,215 Shares 2,050 Est. Cost $197766.81 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $371,914 Shares 5,865 Est. Cost $38.91 Unrealized +10.8%
PKG PACKAGING CORP OF AM 0.2%
Value ($000) $368,884 Shares 3,222 Est. Cost $51.23 Unrealized +70.2%
FLR FLUOR CORPORATION 0.2%
Value ($000) $367,533 Shares 8,730 Est. Cost $48.26 Unrealized -19.5%
CHD CHURCH & DWIGHT CO 0.2%
Value ($000) $365,813 Shares 7,573 Est. Cost $38.13 Unrealized +19.7%
MAXIM INTEGRATED PRO 0.1%
Value ($000) $360,071 Shares 7,525 Est. Cost $32100.77 Unrealized
VFC VF CORPORATION 0.1%
Value ($000) $344,733 Shares 5,409 Est. Cost $66.14 Unrealized -12.8%
IBM IBM CORP 0.1%
Value ($000) $344,361 Shares 2,374 Est. Cost $101.84 Unrealized -4.9%
VZ VERIZON COMMUNICATN 0.1%
Value ($000) $341,898 Shares 6,919 Est. Cost $27.66 Unrealized +9.3%
BMO BANK OF MONTREAL F 0.1%
Value ($000) $340,399 Shares 4,476 Est. Cost $52.79 Unrealized +0.6%
MKC MC CORMICK & CO INC 0.1%
Value ($000) $328,911 Shares 3,200 Est. Cost $29.13 Unrealized +41.1%
META FACEBOOK INC CLASS A 0.1%
Value ($000) $286,728 Shares 1,681 Est. Cost $86.15 Unrealized +92.4%
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $284,739 Shares 2,558 Est. Cost $68.61 Unrealized +30.3%
AYI ACUITY BRANDS INC 0.1%
Value ($000) $274,249 Shares 1,603 Est. Cost $133.39 Unrealized +35.8%
GVA GRANITE CONSTRUCTION 0.1%
Value ($000) $273,301 Shares 4,720 Est. Cost $36.12 Unrealized +45.9%
MAS MASCO CORP 0.1%
Value ($000) $268,564 Shares 6,886 Est. Cost $17.51 Unrealized +89.2%
D DOMINION RES INC VA 0.1%
Value ($000) $266,771 Shares 3,473 Est. Cost $45.08 Unrealized +19.0%
ANF ABERCROMBIE & FITCH CLASS A 0.1%
Value ($000) $266,317 Shares 18,520 Est. Cost $20.76 Unrealized -51.0%
BFAM BROWN FORMAN CORP CLASS B 0.1%
Value ($000) $265,594 Shares 4,899 Est. Cost $61.05 Unrealized +30.6%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $259,380 Shares 3,562 Est. Cost $52.20 Unrealized +13.4%
MTX MINERALS TECH INC 0.1%
Value ($000) $257,103 Shares 3,625 Est. Cost $64.90 Unrealized +1.7%
RF REGIONS FINANCIAL CO 0.1%
Value ($000) $250,340 Shares 16,405 Est. Cost $6.80 Unrealized +53.4%
WFC WELLS FARGO BK N A 0.1%
Value ($000) $243,974 Shares 4,425 Est. Cost $38.77 Unrealized +8.7%
APD AIR PROD & CHEMICALS 0.1%
Value ($000) $242,333 Shares 1,603 Est. Cost $96.23 Unrealized +23.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $208,189 Shares 1,420 Est. Cost $18.92 Unrealized +57.1%
BRO BROWN & BROWN INC 0.1%
Value ($000) $198,281 Shares 4,115 Est. Cost $14.86 Unrealized +41.2%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $189,131 Shares 2,108 Est. Cost $37.35 Unrealized +74.5%
SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $178,911 Shares 3,825 Est. Cost $37647.06 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $175,091 Shares 2,959 Est. Cost $48.27 Unrealized -8.6%
SNA SNAP ON INC 0.1%
Value ($000) $168,683 Shares 1,135 Est. Cost $127.35 Unrealized -4.5%
SPG SIMON PPTY GROUP REIT 0.1%
Value ($000) $167,743 Shares 1,045 Est. Cost $102.84 Unrealized -1.0%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $164,284 Shares 1,476 Est. Cost $49.44 Unrealized +52.2%
TROW T ROWE PRICE GROUP 0.1%
Value ($000) $146,707 Shares 1,620 Est. Cost $48.50 Unrealized +24.7%
DOWDUPONT INC 0.1%
Value ($000) $144,494 Shares 2,087 Est. Cost $69235.27 Unrealized
PSA PUBLIC STORAGE REIT 0.1%
Value ($000) $143,487 Shares 673 Est. Cost $117.31 Unrealized +25.0%
NUE NUCOR CORP 0.1%
Value ($000) $143,060 Shares 2,555 Est. Cost $39.74 Unrealized +18.3%
UNITED TECHNOLOGIES 0.1%
Value ($000) $131,546 Shares 1,135 Est. Cost $115156.65 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $129,984 Shares 364 Est. Cost $92.99 Unrealized +14.5%
SWK STANLEY BLACK & DECK 0.1%
Value ($000) $128,044 Shares 850 Est. Cost $114.48 Unrealized 0.0%
CBSH COMMERCE BANCSHARES 0.1%
Value ($000) $128,007 Shares 2,208 Est. Cost $30.01 Unrealized +21.4%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $125,409 Shares 4,946 Est. Cost $15.68 Unrealized +27.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $125,340 Shares 1,978 Est. Cost $26.18 Unrealized +37.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $124,748 Shares 2,321 Est. Cost $36.61 Unrealized +26.2%
DIS WALT DISNEY CO 0.1%
Value ($000) $122,846 Shares 1,248 Est. Cost $81.74 Unrealized +18.6%
BAX BAXTER INTERNATIONAL 0.1%
Value ($000) $121,192 Shares 2,293 Est. Cost $34.58 Unrealized +54.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $111,471 Shares 1,984 Est. Cost $30.33 Unrealized +36.3%
RAYTHEON COMPANY 0.0%
Value ($000) $104,823 Shares 564 Est. Cost $185856.39 Unrealized
LNC LINCOLN NATIONAL CO 0.0%
Value ($000) $103,348 Shares 1,406 Est. Cost $49.94 Unrealized 0.0%