ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 17, 2018

Total Value ($000): $252,245,700 (100.0% shares, 0.0% debt)

Holdings (130)

INTC INTEL CORP 6.1%
Value ($000) $15,279,395 Shares 298,301 Est. Cost $26.57 Unrealized +50.8%
KO COCA COLA COMPANY 4.2%
Value ($000) $10,507,501 Shares 241,633 Est. Cost $30.19 Unrealized +16.1%
PGR PROGRESSIVE CO OHIO 3.8%
Value ($000) $9,584,894 Shares 156,429 Est. Cost $18.95 Unrealized +136.0%
ADP AUTO DATA PROCESSING 3.7%
Value ($000) $9,306,834 Shares 81,600 Est. Cost $63.52 Unrealized +55.2%
JNJ JOHNSON & JOHNSON 3.6%
Value ($000) $9,008,746 Shares 70,393 Est. Cost $77.30 Unrealized +40.2%
AAPL APPLE INC 3.1%
Value ($000) $7,841,120 Shares 45,820 Est. Cost $28.72 Unrealized +40.8%
MCD MC DONALDS CORP 3.0%
Value ($000) $7,635,722 Shares 47,964 Est. Cost $70.61 Unrealized +93.5%
SYY SYSCO CORPORATION 2.6%
Value ($000) $6,531,955 Shares 108,856 Est. Cost $28.86 Unrealized +70.7%
CHUBB LTD F 2.6%
Value ($000) $6,473,149 Shares 47,098 Est. Cost $131129.16 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $6,457,578 Shares 70,440 Est. Cost $39.88 Unrealized +111.4%
WMT WAL-MART STORES INC 2.5%
Value ($000) $6,353,581 Shares 71,263 Est. Cost $21.27 Unrealized +33.3%
GPC GENUINE PARTS CO 2.4%
Value ($000) $6,164,218 Shares 68,572 Est. Cost $71.35 Unrealized +7.7%
HD HOME DEPOT INC 2.4%
Value ($000) $6,082,889 Shares 34,147 Est. Cost $74.81 Unrealized +106.8%
BB&T CORPORATION 2.4%
Value ($000) $6,061,772 Shares 116,472 Est. Cost $49140.85 Unrealized
XOM EXXON MOBIL CORP 2.3%
Value ($000) $5,925,986 Shares 79,630 Est. Cost $57.15 Unrealized -2.5%
WY WEYERHAEUSER CO REIT 2.2%
Value ($000) $5,637,405 Shares 160,586 Est. Cost $20.11 Unrealized +28.9%
CFR CULLEN FROST BANKERS 2.2%
Value ($000) $5,427,475 Shares 51,115 Est. Cost $48.75 Unrealized +69.6%
CVX CHEVRON CORPORATION 2.1%
Value ($000) $5,238,749 Shares 45,990 Est. Cost $69.80 Unrealized +21.8%
QCOM QUALCOMM INC 1.8%
Value ($000) $4,663,278 Shares 83,860 Est. Cost $46.77 Unrealized +11.0%
T A T & T INC 1.8%
Value ($000) $4,603,326 Shares 129,615 Est. Cost $11.93 Unrealized +32.5%
SUNTRUST BANKS INC 1.8%
Value ($000) $4,499,701 Shares 66,585 Est. Cost $41901.14 Unrealized
WERN WERNER ENTERPRISES 1.7%
Value ($000) $4,405,995 Shares 119,404 Est. Cost $28.09 Unrealized +38.6%
LLY ELI LILLY & COMPANY 1.4%
Value ($000) $3,427,520 Shares 44,271 Est. Cost $55.74 Unrealized +28.7%
CMI CUMMINS INC 1.4%
Value ($000) $3,416,436 Shares 21,010 Est. Cost $116.76 Unrealized +19.7%
AMGN AMGEN INCORPORATED 1.3%
Value ($000) $3,280,780 Shares 19,157 Est. Cost $113.73 Unrealized +27.0%
COP CONOCOPHILLIPS 1.3%
Value ($000) $3,267,461 Shares 55,333 Est. Cost $47.36 Unrealized -7.6%
ZBRA ZEBRA TECHNOLOGIES CLASS A 1.3%
Value ($000) $3,252,641 Shares 23,365 Est. Cost $73.16 Unrealized +75.0%
UPS UNITED PARCEL SRVC CLASS B 1.2%
Value ($000) $2,970,180 Shares 28,212 Est. Cost $71.06 Unrealized +20.3%
CSX CSX CORP 1.1%
Value ($000) $2,898,932 Shares 51,737 Est. Cost $9.12 Unrealized +84.3%
KMB KIMBERLY-CLARK CORP 1.1%
Value ($000) $2,756,942 Shares 24,961 Est. Cost $76.86 Unrealized +12.2%
XRAY DENTSPLY SIRONA INC 1.1%
Value ($000) $2,747,457 Shares 54,417 Est. Cost $59.03 Unrealized -0.2%
TECH BIO-TECHNE CORP 1.1%
Value ($000) $2,677,365 Shares 17,745 Est. Cost $21.39 Unrealized +58.9%
MRK MERCK & CO INC 1.1%
Value ($000) $2,656,823 Shares 48,635 Est. Cost $39.42 Unrealized +7.2%
CPRT COPART INC 1.1%
Value ($000) $2,648,809 Shares 51,807 Est. Cost $6.00 Unrealized +92.7%
TFX TELEFLEX INCORPORATE 1.0%
Value ($000) $2,500,535 Shares 9,754 Est. Cost $105.28 Unrealized +138.5%
BEMIS CO INC 0.9%
Value ($000) $2,155,051 Shares 49,495 Est. Cost $45346.82 Unrealized
CMP COMPASS MINERALS INT 0.9%
Value ($000) $2,154,891 Shares 35,677 Est. Cost $53.09 Unrealized +1.0%
PFE PFIZER INCORPORATED 0.8%
Value ($000) $2,141,121 Shares 60,648 Est. Cost $18.14 Unrealized +33.6%
AFL AFLAC INC 0.8%
Value ($000) $2,120,749 Shares 48,414 Est. Cost $30.17 Unrealized +22.0%
SON SONOCO PRODUCTS CO 0.8%
Value ($000) $2,003,107 Shares 41,442 Est. Cost $28.62 Unrealized +35.4%
FLR FLUOR CORPORATION 0.8%
Value ($000) $1,958,515 Shares 34,186 Est. Cost $51.95 Unrealized +4.4%
DUK DUKE ENERGY CORP 0.7%
Value ($000) $1,891,122 Shares 24,393 Est. Cost $50.64 Unrealized +10.7%
PAYX PAYCHEX INC 0.7%
Value ($000) $1,840,257 Shares 29,724 Est. Cost $33.54 Unrealized +56.1%
MEREDITH CORP 0.7%
Value ($000) $1,803,330 Shares 33,395 Est. Cost $59044.73 Unrealized
ACH OWENS &MINOR INC HLD 0.7%
Value ($000) $1,689,730 Shares 108,473 Est. Cost $22.73 Unrealized -26.0%
DVN DEVON ENERGY CORP 0.6%
Value ($000) $1,638,034 Shares 51,673 Est. Cost $40.92 Unrealized -36.2%
TORCHMARK CORP 0.6%
Value ($000) $1,530,386 Shares 18,098 Est. Cost $54153.59 Unrealized
MMM 3M COMPANY 0.6%
Value ($000) $1,455,270 Shares 6,593 Est. Cost $96.27 Unrealized +56.0%
LEG LEGGETT & PLATT INC 0.5%
Value ($000) $1,314,827 Shares 29,586 Est. Cost $40.63 Unrealized +12.8%
NORDSTROM INC 0.5%
Value ($000) $1,309,407 Shares 26,961 Est. Cost $63327.96 Unrealized
MDXG MIMEDX GROUP INC 0.5%
Value ($000) $1,301,857 Shares 184,923 Est. Cost $13.40 Unrealized -13.1%
EMR EMERSON ELECTRIC CO 0.5%
Value ($000) $1,300,244 Shares 18,983 Est. Cost $48.32 Unrealized +22.1%
PATTERSON COMPANIES 0.5%
Value ($000) $1,234,592 Shares 55,165 Est. Cost $28369.13 Unrealized
WU WESTERN UNION CO 0.5%
Value ($000) $1,182,620 Shares 61,030 Est. Cost $19129.71 Unrealized
EVEREST RE GROUP LTD F 0.5%
Value ($000) $1,136,225 Shares 4,405 Est. Cost $237873.22 Unrealized
SJM J M SMUCKER CO 0.4%
Value ($000) $951,252 Shares 7,650 Est. Cost $77.00 Unrealized +26.1%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $926,707 Shares 8,441 Est. Cost $47.62 Unrealized +92.0%
BED BATH & BEYOND 0.3%
Value ($000) $880,848 Shares 42,118 Est. Cost $52467.61 Unrealized
WALGREENS BOOTS ALLI 0.3%
Value ($000) $854,926 Shares 13,006 Est. Cost $75391.05 Unrealized
UNFI UNITED NATURAL FOODS 0.3%
Value ($000) $793,821 Shares 18,350 Est. Cost $46.54 Unrealized -2.8%
CTAS CINTAS CORP 0.3%
Value ($000) $788,497 Shares 4,603 Est. Cost $16.00 Unrealized +140.0%
COST COSTCO WHOLESALE CO 0.3%
Value ($000) $724,727 Shares 3,873 Est. Cost $112.43 Unrealized +50.5%
GENERAL ELECTRIC CO 0.3%
Value ($000) $720,454 Shares 53,707 Est. Cost $25034.76 Unrealized
ROST ROSS STORES INC 0.3%
Value ($000) $701,296 Shares 9,035 Est. Cost $57.70 Unrealized +27.1%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $672,107 Shares 8,891 Est. Cost $55.29 Unrealized +6.6%
PG PROCTER & GAMBLE 0.3%
Value ($000) $654,171 Shares 8,245 Est. Cost $64.33 Unrealized +5.5%
W E C ENERGY GROUP I 0.2%
Value ($000) $628,705 Shares 10,017 Est. Cost $58875.52 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $618,127 Shares 4,543 Est. Cost $111808.63 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $593,124 Shares 17,590 Est. Cost $29909.95 Unrealized
HRL HORMEL FOODS CORP 0.2%
Value ($000) $581,544 Shares 16,970 Est. Cost $25.48 Unrealized +8.6%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $575,297 Shares 3,646 Est. Cost $70.17 Unrealized +95.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $534,348 Shares 3,675 Est. Cost $69.69 Unrealized +68.6%
SO SOUTHERN COMPANY 0.2%
Value ($000) $522,772 Shares 11,687 Est. Cost $32.63 Unrealized -1.5%
BA BOEING CO 0.2%
Value ($000) $503,852 Shares 1,532 Est. Cost $110.65 Unrealized +191.8%
ED CONSOLIDATED EDISON 0.2%
Value ($000) $497,002 Shares 6,364 Est. Cost $41.83 Unrealized +39.8%
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $467,827 Shares 7,129 Est. Cost $48.96 Unrealized +20.3%
ANF ABERCROMBIE & FITCH CLASS A 0.2%
Value ($000) $429,948 Shares 17,745 Est. Cost $20.76 Unrealized -7.4%
CLX CLOROX COMPANY 0.2%
Value ($000) $422,910 Shares 3,179 Est. Cost $73.11 Unrealized +46.0%
MAXIM INTEGRATED PRO 0.2%
Value ($000) $412,438 Shares 6,850 Est. Cost $32100.77 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.2%
Value ($000) $409,947 Shares 2,050 Est. Cost $175.39 Unrealized +17.1%
CHD CHURCH & DWIGHT CO 0.2%
Value ($000) $389,914 Shares 7,733 Est. Cost $38.27 Unrealized +16.7%
MONSANTO CO 0.2%
Value ($000) $380,520 Shares 3,259 Est. Cost $106631.94 Unrealized
VFC VF CORPORATION 0.2%
Value ($000) $379,273 Shares 5,086 Est. Cost $66.14 Unrealized +9.3%
IBM IBM CORP 0.1%
Value ($000) $369,400 Shares 2,409 Est. Cost $101.85 Unrealized +5.3%
PKG PACKAGING CORP OF AM 0.1%
Value ($000) $367,259 Shares 3,234 Est. Cost $51.23 Unrealized +85.5%
MKC MC CORMICK & CO INC 0.1%
Value ($000) $348,313 Shares 3,257 Est. Cost $29.36 Unrealized +54.2%
BMO BANK OF MONTREAL F 0.1%
Value ($000) $336,595 Shares 4,476 Est. Cost $52.79 Unrealized +8.0%
BFAM BROWN FORMAN CORP CLASS B 0.1%
Value ($000) $332,077 Shares 6,120 Est. Cost $68.25 Unrealized +42.4%
VZ VERIZON COMMUNICATN 0.1%
Value ($000) $330,036 Shares 6,919 Est. Cost $27.66 Unrealized +19.4%
RF REGIONS FINANCIAL CO 0.1%
Value ($000) $303,820 Shares 16,405 Est. Cost $6.80 Unrealized +104.5%
COOPER TIRE & RUBBER 0.1%
Value ($000) $276,720 Shares 9,493 Est. Cost $29149.90 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $275,815 Shares 6,793 Est. Cost $17.51 Unrealized +116.7%
RNR RENAISSANCERE HLDGS F 0.1%
Value ($000) $259,035 Shares 1,880 Est. Cost $129.83 Unrealized 0.0%
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $255,128 Shares 2,333 Est. Cost $68.61 Unrealized +30.1%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $255,074 Shares 3,562 Est. Cost $52.20 Unrealized +14.4%
MTX MINERALS TECH INC 0.1%
Value ($000) $252,562 Shares 3,750 Est. Cost $65.05 Unrealized +6.4%
APD AIR PROD & CHEMICALS 0.1%
Value ($000) $252,442 Shares 1,583 Est. Cost $96.23 Unrealized +41.1%
FFIV F5 NETWORKS INC 0.1%
Value ($000) $250,013 Shares 1,735 Est. Cost $143.36 Unrealized 0.0%
META FACEBOOK INC CLASS A 0.1%
Value ($000) $247,379 Shares 1,541 Est. Cost $86.15 Unrealized +107.0%
GVA GRANITE CONSTRUCTION 0.1%
Value ($000) $246,901 Shares 4,420 Est. Cost $36.12 Unrealized +70.7%
D DOMINION RES INC VA 0.1%
Value ($000) $234,302 Shares 3,473 Est. Cost $45.08 Unrealized +15.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $224,378 Shares 1,370 Est. Cost $18.92 Unrealized +67.6%
AYI ACUITY BRANDS INC 0.1%
Value ($000) $223,460 Shares 1,603 Est. Cost $133.39 Unrealized +12.3%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $219,908 Shares 2,108 Est. Cost $37.35 Unrealized +132.5%
WFC WELLS FARGO BK N A 0.1%
Value ($000) $210,441 Shares 4,016 Est. Cost $38.77 Unrealized +23.1%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $209,850 Shares 1,873 Est. Cost $99.50 Unrealized 0.0%
TGT TARGET CORPORATION 0.1%
Value ($000) $199,113 Shares 2,862 Est. Cost $48.27 Unrealized +21.1%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $189,609 Shares 2,244 Est. Cost $74.90 Unrealized 0.0%
IDCC INTERDIGITAL INC. 0.1%
Value ($000) $188,024 Shares 2,555 Est. Cost $76.57 Unrealized 0.0%
SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $187,731 Shares 3,825 Est. Cost $37647.06 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $183,927 Shares 2,905 Est. Cost $38.91 Unrealized +23.6%
TROW T ROWE PRICE GROUP 0.1%
Value ($000) $175,316 Shares 1,620 Est. Cost $48.50 Unrealized +69.9%
SNA SNAP ON INC 0.1%
Value ($000) $168,706 Shares 1,135 Est. Cost $127.35 Unrealized +5.4%
FDS FACTSET RESEARCH SYS 0.1%
Value ($000) $168,268 Shares 840 Est. Cost $186.79 Unrealized 0.0%
SPG SIMON PPTY GROUP REIT 0.1%
Value ($000) $161,212 Shares 1,045 Est. Cost $102.84 Unrealized +1.0%
NUE NUCOR CORP 0.1%
Value ($000) $156,136 Shares 2,557 Est. Cost $40.41 Unrealized +38.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $145,248 Shares 1,984 Est. Cost $30.33 Unrealized +77.2%
UNITED TECHNOLOGIES 0.1%
Value ($000) $143,312 Shares 1,135 Est. Cost $115156.65 Unrealized
BIOGEN INC 0.1%
Value ($000) $139,205 Shares 506 Est. Cost $197766.81 Unrealized
CBSH COMMERCE BANCSHARES 0.1%
Value ($000) $138,556 Shares 2,317 Est. Cost $30.33 Unrealized +26.2%
PSA PUBLIC STORAGE REIT 0.1%
Value ($000) $135,528 Shares 673 Est. Cost $117.31 Unrealized +20.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $134,250 Shares 2,321 Est. Cost $36.61 Unrealized +33.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $133,365 Shares 339 Est. Cost $92.99 Unrealized +36.7%
SWK STANLEY BLACK & DECK 0.1%
Value ($000) $131,333 Shares 850 Est. Cost $114.48 Unrealized +13.7%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $126,146 Shares 4,226 Est. Cost $15.68 Unrealized +66.2%
DIS WALT DISNEY CO 0.0%
Value ($000) $125,740 Shares 1,248 Est. Cost $81.74 Unrealized +23.5%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $125,476 Shares 1,260 Est. Cost $49.44 Unrealized +39.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $123,202 Shares 1,978 Est. Cost $26.18 Unrealized +39.7%
SFNC SIMMONS FIRST NATION CLASS A 0.0%
Value ($000) $107,812 Shares 3,750 Est. Cost $28.99 Unrealized +1.0%
PSX PHILLIPS 66 0.0%
Value ($000) $106,738 Shares 1,112 Est. Cost $69.50 Unrealized +2.8%