ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 11, 2018

Total Value ($000): $255,239,133 (100.0% shares, 0.0% debt)

Holdings (130)

INTC INTEL CORP 5.5%
Value ($000) $13,930,963 Shares 300,362 Est. Cost $26.57 Unrealized +37.6%
KO COCA COLA COMPANY 4.3%
Value ($000) $10,968,737 Shares 238,498 Est. Cost $30.13 Unrealized +18.3%
JNJ JOHNSON & JOHNSON 3.9%
Value ($000) $9,930,046 Shares 70,773 Est. Cost $77.30 Unrealized +43.6%
ADP AUTO DATA PROCESSING 3.8%
Value ($000) $9,637,646 Shares 82,239 Est. Cost $63.52 Unrealized +51.4%
PGR PROGRESSIVE CO OHIO 3.6%
Value ($000) $9,152,989 Shares 162,156 Est. Cost $18.95 Unrealized +110.9%
MCD MC DONALDS CORP 3.3%
Value ($000) $8,315,803 Shares 48,283 Est. Cost $70.61 Unrealized +96.4%
WMT WAL-MART STORES INC 2.8%
Value ($000) $7,053,480 Shares 71,138 Est. Cost $21.27 Unrealized +26.1%
AAPL APPLE INC 2.8%
Value ($000) $7,031,152 Shares 41,369 Est. Cost $27.46 Unrealized +42.3%
SYY SYSCO CORPORATION 2.6%
Value ($000) $6,681,448 Shares 109,631 Est. Cost $28.86 Unrealized +58.8%
CHUBB LTD F 2.6%
Value ($000) $6,655,266 Shares 45,499 Est. Cost $130907.37 Unrealized
HD HOME DEPOT INC 2.6%
Value ($000) $6,547,954 Shares 34,376 Est. Cost $74.81 Unrealized +89.4%
GPC GENUINE PARTS CO 2.6%
Value ($000) $6,545,226 Shares 68,640 Est. Cost $71.35 Unrealized +1.0%
XOM EXXON MOBIL CORP 2.5%
Value ($000) $6,502,501 Shares 77,480 Est. Cost $57.18 Unrealized -0.1%
MSFT MICROSOFT CORP 2.5%
Value ($000) $6,363,675 Shares 74,034 Est. Cost $39.88 Unrealized +88.7%
BB&T CORPORATION 2.3%
Value ($000) $5,769,548 Shares 115,675 Est. Cost $49140.85 Unrealized
CVX CHEVRON CORPORATION 2.2%
Value ($000) $5,724,867 Shares 45,652 Est. Cost $69.80 Unrealized +19.7%
QCOM QUALCOMM INC 2.2%
Value ($000) $5,604,316 Shares 87,156 Est. Cost $46.77 Unrealized +4.8%
WY WEYERHAEUSER CO REIT 2.2%
Value ($000) $5,495,557 Shares 155,401 Est. Cost $19.91 Unrealized +29.3%
T A T & T INC 1.9%
Value ($000) $4,906,615 Shares 125,665 Est. Cost $11.81 Unrealized +29.2%
CFR CULLEN FROST BANKERS 1.9%
Value ($000) $4,792,369 Shares 50,597 Est. Cost $48.40 Unrealized +56.5%
WERN WERNER ENTERPRISES 1.8%
Value ($000) $4,590,721 Shares 117,774 Est. Cost $27.94 Unrealized +30.1%
SUNTRUST BANKS INC 1.7%
Value ($000) $4,334,932 Shares 66,799 Est. Cost $41901.14 Unrealized
LLY ELI LILLY & COMPANY 1.4%
Value ($000) $3,671,059 Shares 43,407 Est. Cost $55.42 Unrealized +35.8%
XRAY DENTSPLY SIRONA INC 1.3%
Value ($000) $3,440,349 Shares 51,835 Est. Cost $59.04 Unrealized +7.7%
UPS UNITED PARCEL SRVC CLASS B 1.3%
Value ($000) $3,392,649 Shares 28,408 Est. Cost $71.06 Unrealized +21.4%
AMGN AMGEN INCORPORATED 1.3%
Value ($000) $3,387,360 Shares 19,402 Est. Cost $113.73 Unrealized +21.5%
COP CONOCOPHILLIPS 1.2%
Value ($000) $3,158,583 Shares 57,355 Est. Cost $47.36 Unrealized -16.3%
KMB KIMBERLY-CLARK CORP 1.1%
Value ($000) $2,926,137 Shares 24,234 Est. Cost $76.58 Unrealized +14.4%
CSX CSX CORP 1.1%
Value ($000) $2,884,804 Shares 52,329 Est. Cost $9.12 Unrealized +74.0%
TFX TELEFLEX INCORPORATE 1.1%
Value ($000) $2,790,298 Shares 11,137 Est. Cost $105.28 Unrealized +127.9%
TECH BIO-TECHNE CORP 1.0%
Value ($000) $2,604,616 Shares 19,970 Est. Cost $21.39 Unrealized +42.5%
MRK MERCK & CO INC 1.0%
Value ($000) $2,586,708 Shares 45,845 Est. Cost $39.25 Unrealized +9.6%
CMI CUMMINS INC 1.0%
Value ($000) $2,571,959 Shares 14,505 Est. Cost $106.44 Unrealized +29.8%
CPRT COPART INC 1.0%
Value ($000) $2,531,975 Shares 58,372 Est. Cost $6.00 Unrealized +62.1%
CMP COMPASS MINERALS INT 1.0%
Value ($000) $2,483,981 Shares 34,251 Est. Cost $53.06 Unrealized +0.2%
ZBRA ZEBRA TECHNOLOGIES CLASS A 1.0%
Value ($000) $2,445,021 Shares 23,373 Est. Cost $73.16 Unrealized +48.6%
BEMIS CO INC 0.9%
Value ($000) $2,379,057 Shares 49,717 Est. Cost $45346.82 Unrealized
MDXG MIMEDX GROUP INC 0.9%
Value ($000) $2,337,426 Shares 184,923 Est. Cost $13.40 Unrealized -9.0%
SON SONOCO PRODUCTS CO 0.9%
Value ($000) $2,184,547 Shares 41,070 Est. Cost $28.62 Unrealized +38.6%
DVN DEVON ENERGY CORP 0.9%
Value ($000) $2,182,162 Shares 52,543 Est. Cost $40.92 Unrealized -34.4%
PFE PFIZER INCORPORATED 0.9%
Value ($000) $2,180,043 Shares 60,007 Est. Cost $18.08 Unrealized +31.6%
AFL AFLAC INC 0.8%
Value ($000) $2,129,855 Shares 24,201 Est. Cost $23.54 Unrealized +49.9%
DUK DUKE ENERGY CORP 0.8%
Value ($000) $2,033,512 Shares 24,167 Est. Cost $50.64 Unrealized +23.7%
PAYX PAYCHEX INC 0.8%
Value ($000) $2,014,793 Shares 29,538 Est. Cost $33.54 Unrealized +53.9%
MEREDITH CORP 0.8%
Value ($000) $1,996,187 Shares 30,160 Est. Cost $59585.83 Unrealized
TORCHMARK CORP 0.7%
Value ($000) $1,682,610 Shares 18,498 Est. Cost $54153.59 Unrealized
MMM 3M COMPANY 0.6%
Value ($000) $1,450,421 Shares 6,148 Est. Cost $92.37 Unrealized +56.9%
LEG LEGGETT & PLATT INC 0.5%
Value ($000) $1,394,256 Shares 29,139 Est. Cost $40.55 Unrealized +16.4%
NORDSTROM INC 0.5%
Value ($000) $1,260,217 Shares 26,473 Est. Cost $63600.07 Unrealized
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $1,109,140 Shares 15,862 Est. Cost $46.22 Unrealized +15.3%
ACH OWENS &MINOR INC HLD 0.4%
Value ($000) $1,035,229 Shares 54,371 Est. Cost $28.62 Unrealized -28.0%
WU WESTERN UNION CO 0.4%
Value ($000) $948,961 Shares 49,755 Est. Cost $19073.52 Unrealized
BED BATH & BEYOND 0.4%
Value ($000) $947,446 Shares 42,513 Est. Cost $52467.61 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $918,539 Shares 8,541 Est. Cost $47.62 Unrealized +70.8%
GENERAL ELECTRIC CO 0.4%
Value ($000) $916,631 Shares 52,644 Est. Cost $25269.40 Unrealized
SJM J M SMUCKER CO 0.3%
Value ($000) $886,328 Shares 7,114 Est. Cost $75.49 Unrealized +13.6%
WALGREENS BOOTS ALLI 0.3%
Value ($000) $873,201 Shares 12,011 Est. Cost $76191.12 Unrealized
CTAS CINTAS CORP 0.3%
Value ($000) $811,114 Shares 5,178 Est. Cost $16.00 Unrealized +118.9%
W E C ENERGY GROUP I 0.3%
Value ($000) $799,935 Shares 12,028 Est. Cost $58875.52 Unrealized
PG PROCTER & GAMBLE 0.3%
Value ($000) $790,898 Shares 8,586 Est. Cost $64.33 Unrealized +12.9%
EVEREST RE GROUP LTD F 0.3%
Value ($000) $782,434 Shares 3,535 Est. Cost $232934.61 Unrealized
PATTERSON COMPANIES 0.3%
Value ($000) $750,371 Shares 20,640 Est. Cost $38387.32 Unrealized
ROST ROSS STORES INC 0.3%
Value ($000) $727,995 Shares 9,035 Est. Cost $57.70 Unrealized +11.8%
COST COSTCO WHOLESALE CO 0.3%
Value ($000) $723,356 Shares 3,873 Est. Cost $112.43 Unrealized +37.4%
BA BOEING CO 0.3%
Value ($000) $671,749 Shares 2,272 Est. Cost $110.65 Unrealized +132.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $633,910 Shares 4,607 Est. Cost $111808.63 Unrealized
UNFI UNITED NATURAL FOODS 0.2%
Value ($000) $625,622 Shares 12,630 Est. Cost $47.13 Unrealized -7.3%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $613,483 Shares 16,820 Est. Cost $25.48 Unrealized +7.1%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $607,471 Shares 3,634 Est. Cost $70.17 Unrealized +86.5%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $600,348 Shares 17,590 Est. Cost $29909.95 Unrealized
FLR FLUOR CORPORATION 0.2%
Value ($000) $582,067 Shares 11,230 Est. Cost $47.28 Unrealized -7.3%
SO SOUTHERN COMPANY 0.2%
Value ($000) $574,429 Shares 11,934 Est. Cost $32.63 Unrealized +11.7%
ED CONSOLIDATED EDISON 0.2%
Value ($000) $564,261 Shares 6,644 Est. Cost $41.83 Unrealized +53.2%
HON HONEYWELL INTL INC 0.2%
Value ($000) $563,844 Shares 3,661 Est. Cost $69.69 Unrealized +62.7%
CLX CLOROX COMPANY 0.2%
Value ($000) $472,212 Shares 3,170 Est. Cost $73.11 Unrealized +47.1%
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $462,262 Shares 7,129 Est. Cost $48.96 Unrealized +13.9%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.2%
Value ($000) $408,183 Shares 2,050 Est. Cost $175.39 Unrealized +8.3%
VFC VF CORPORATION 0.2%
Value ($000) $393,241 Shares 5,278 Est. Cost $66.14 Unrealized -0.1%
PKG PACKAGING CORP OF AM 0.2%
Value ($000) $391,273 Shares 3,228 Est. Cost $51.23 Unrealized +77.4%
MAXIM INTEGRATED PRO 0.1%
Value ($000) $382,484 Shares 7,275 Est. Cost $32100.77 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $381,317 Shares 5,303 Est. Cost $52.83 Unrealized +5.8%
MONSANTO CO 0.1%
Value ($000) $380,940 Shares 3,259 Est. Cost $106631.94 Unrealized
CHD CHURCH & DWIGHT CO 0.1%
Value ($000) $379,981 Shares 7,573 Est. Cost $38.13 Unrealized +11.0%
IBM IBM CORP 0.1%
Value ($000) $379,278 Shares 2,464 Est. Cost $101.85 Unrealized +0.3%
VZ VERIZON COMMUNICATN 0.1%
Value ($000) $367,776 Shares 6,919 Est. Cost $27.66 Unrealized +15.5%
BMO BANK OF MONTREAL F 0.1%
Value ($000) $358,169 Shares 4,476 Est. Cost $52.79 Unrealized +6.0%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $354,535 Shares 5,765 Est. Cost $38.91 Unrealized +19.4%
BFAM BROWN FORMAN CORP CLASS B 0.1%
Value ($000) $336,987 Shares 4,899 Est. Cost $61.05 Unrealized +45.2%
MKC MC CORMICK & CO INC 0.1%
Value ($000) $327,710 Shares 3,211 Est. Cost $29.13 Unrealized +46.5%
ANF ABERCROMBIE & FITCH CLASS A 0.1%
Value ($000) $324,584 Shares 18,420 Est. Cost $20.76 Unrealized -34.0%
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $307,278 Shares 2,558 Est. Cost $68.61 Unrealized +29.7%
GVA GRANITE CONSTRUCTION 0.1%
Value ($000) $304,509 Shares 4,720 Est. Cost $36.12 Unrealized +72.9%
MAS MASCO CORP 0.1%
Value ($000) $300,256 Shares 6,790 Est. Cost $17.51 Unrealized +104.5%
META FACEBOOK INC CLASS A 0.1%
Value ($000) $290,805 Shares 1,641 Est. Cost $86.15 Unrealized +103.7%
RF REGIONS FINANCIAL CO 0.1%
Value ($000) $284,544 Shares 16,405 Est. Cost $6.80 Unrealized +71.7%
AYI ACUITY BRANDS INC 0.1%
Value ($000) $281,936 Shares 1,603 Est. Cost $133.39 Unrealized +21.3%
D DOMINION RES INC VA 0.1%
Value ($000) $281,729 Shares 3,473 Est. Cost $45.08 Unrealized +25.2%
WFC WELLS FARGO BK N A 0.1%
Value ($000) $269,986 Shares 4,425 Est. Cost $38.77 Unrealized +16.3%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $268,936 Shares 3,562 Est. Cost $52.20 Unrealized +15.5%
APD AIR PROD & CHEMICALS 0.1%
Value ($000) $260,138 Shares 1,583 Est. Cost $96.23 Unrealized +35.4%
MTX MINERALS TECH INC 0.1%
Value ($000) $252,487 Shares 3,625 Est. Cost $64.90 Unrealized +5.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $221,883 Shares 1,420 Est. Cost $18.92 Unrealized +66.7%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $221,008 Shares 2,108 Est. Cost $37.35 Unrealized +107.9%
SNA SNAP ON INC 0.1%
Value ($000) $198,785 Shares 1,135 Est. Cost $127.35 Unrealized +3.3%
SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $196,284 Shares 3,825 Est. Cost $37647.06 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $194,061 Shares 2,961 Est. Cost $48.27 Unrealized -0.4%
SPG SIMON PPTY GROUP REIT 0.1%
Value ($000) $179,755 Shares 1,045 Est. Cost $102.84 Unrealized +1.8%
NUE NUCOR CORP 0.1%
Value ($000) $175,757 Shares 2,756 Est. Cost $40.41 Unrealized +21.2%
BRO BROWN & BROWN INC 0.1%
Value ($000) $170,523 Shares 3,305 Est. Cost $14.86 Unrealized +58.5%
TROW T ROWE PRICE GROUP 0.1%
Value ($000) $170,389 Shares 1,620 Est. Cost $48.50 Unrealized +47.9%
BIOGEN INC 0.1%
Value ($000) $162,065 Shares 506 Est. Cost $197766.81 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $149,506 Shares 364 Est. Cost $92.99 Unrealized +31.5%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $149,252 Shares 1,406 Est. Cost $49.44 Unrealized +40.7%
DOWDUPONT INC 0.1%
Value ($000) $149,172 Shares 2,087 Est. Cost $69235.27 Unrealized
UNITED TECHNOLOGIES 0.1%
Value ($000) $145,224 Shares 1,135 Est. Cost $115156.65 Unrealized
SWK STANLEY BLACK & DECK 0.1%
Value ($000) $144,526 Shares 850 Est. Cost $114.48 Unrealized +14.3%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $144,399 Shares 4,876 Est. Cost $15.68 Unrealized +45.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $141,848 Shares 1,978 Est. Cost $26.18 Unrealized +40.0%
PSA PUBLIC STORAGE REIT 0.1%
Value ($000) $140,805 Shares 673 Est. Cost $117.31 Unrealized +29.0%
DIS WALT DISNEY CO 0.1%
Value ($000) $134,541 Shares 1,248 Est. Cost $81.74 Unrealized +19.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $133,543 Shares 2,321 Est. Cost $36.61 Unrealized +29.5%
MPC MARATHON PETE CORP 0.1%
Value ($000) $131,556 Shares 1,984 Est. Cost $30.33 Unrealized +56.6%
CBSH COMMERCE BANCSHARES 0.1%
Value ($000) $129,940 Shares 2,317 Est. Cost $30.33 Unrealized +21.8%
BK BANK OF NY MELLON CO 0.0%
Value ($000) $123,833 Shares 2,293 Est. Cost $42.65 Unrealized 0.0%
LNC LINCOLN NATIONAL CO 0.0%
Value ($000) $108,276 Shares 1,406 Est. Cost $49.94 Unrealized +7.6%
SFNC SIMMONS FIRST NATION CLASS A 0.0%
Value ($000) $107,391 Shares 1,875 Est. Cost $28.72 Unrealized 0.0%
RAYTHEON COMPANY 0.0%
Value ($000) $106,105 Shares 564 Est. Cost $185856.39 Unrealized
GLW CORNING INC 0.0%
Value ($000) $105,951 Shares 3,292 Est. Cost $25.23 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $102,057 Shares 1,780 Est. Cost $48.12 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $102,004 Shares 1,006 Est. Cost $69.29 Unrealized 0.0%