ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 11, 2018

Total Value ($000): $256,897,239 (100.0% shares, 0.0% debt)

Holdings (131)

INTC INTEL CORP 5.6%
Value ($000) $14,288,907 Shares 287,549 Est. Cost $26.57 Unrealized +69.5%
ADP AUTO DATA PROCESSING 4.1%
Value ($000) $10,560,111 Shares 78,740 Est. Cost $63.52 Unrealized +69.7%
KO THE COCA-COLA CO 4.0%
Value ($000) $10,218,960 Shares 233,044 Est. Cost $30.19 Unrealized +12.7%
PGR PROGRESSIVE CO OHIO 3.5%
Value ($000) $9,031,577 Shares 152,629 Est. Cost $18.95 Unrealized +154.8%
JNJ JOHNSON & JOHNSON 3.3%
Value ($000) $8,540,046 Shares 70,546 Est. Cost $77.30 Unrealized +30.3%
AAPL APPLE INC 3.3%
Value ($000) $8,526,820 Shares 46,118 Est. Cost $28.72 Unrealized +48.9%
MCD MC DONALDS CORP 2.9%
Value ($000) $7,485,601 Shares 47,762 Est. Cost $70.61 Unrealized +92.0%
XOM EXXON MOBIL CORP 2.6%
Value ($000) $6,705,798 Shares 81,032 Est. Cost $57.13 Unrealized -1.7%
SYY SYSCO CORPORATION 2.6%
Value ($000) $6,622,988 Shares 97,000 Est. Cost $28.86 Unrealized +81.1%
HD HOME DEPOT INC 2.6%
Value ($000) $6,613,427 Shares 33,895 Est. Cost $74.81 Unrealized +107.2%
MSFT MICROSOFT CORP 2.5%
Value ($000) $6,373,624 Shares 64,673 Est. Cost $39.88 Unrealized +125.1%
GPC GENUINE PARTS CO 2.4%
Value ($000) $6,160,008 Shares 67,171 Est. Cost $71.35 Unrealized +2.5%
WMT WAL-MART STORES INC 2.4%
Value ($000) $6,038,285 Shares 70,634 Est. Cost $21.27 Unrealized +18.7%
BB&T CORPORATION 2.3%
Value ($000) $5,945,932 Shares 118,010 Est. Cost $49157.06 Unrealized
WY WEYERHAEUSER CO REIT 2.3%
Value ($000) $5,898,332 Shares 161,851 Est. Cost $20.11 Unrealized +34.6%
CVX CHEVRON CORPORATION 2.3%
Value ($000) $5,784,989 Shares 45,725 Est. Cost $69.80 Unrealized +27.7%
CHUBB LTD F 2.2%
Value ($000) $5,657,755 Shares 44,573 Est. Cost $131129.16 Unrealized
CFR CULLEN FROST BANKERS 2.1%
Value ($000) $5,432,839 Shares 50,229 Est. Cost $48.75 Unrealized +84.3%
QCOM QUALCOMM INC 1.8%
Value ($000) $4,653,296 Shares 82,934 Est. Cost $46.77 Unrealized -1.8%
WERN WERNER ENTERPRISES 1.7%
Value ($000) $4,484,854 Shares 119,394 Est. Cost $28.09 Unrealized +32.4%
SUNTRUST BANKS INC 1.7%
Value ($000) $4,388,948 Shares 66,587 Est. Cost $41901.14 Unrealized
T A T & T INC 1.6%
Value ($000) $4,225,886 Shares 131,746 Est. Cost $11.97 Unrealized +21.4%
COP CONOCOPHILLIPS 1.5%
Value ($000) $3,817,772 Shares 54,801 Est. Cost $47.36 Unrealized +9.4%
AMGN AMGEN INCORPORATED 1.3%
Value ($000) $3,450,819 Shares 18,712 Est. Cost $113.73 Unrealized +23.3%
LLY ELI LILLY & COMPANY 1.3%
Value ($000) $3,361,421 Shares 39,248 Est. Cost $55.74 Unrealized +32.2%
CMI CUMMINS INC 1.3%
Value ($000) $3,291,153 Shares 24,655 Est. Cost $117.62 Unrealized +4.2%
CSX CSX CORP 1.3%
Value ($000) $3,239,440 Shares 50,766 Est. Cost $9.12 Unrealized +103.9%
ZBRA ZEBRA TECHNOLOGIES CLASS A 1.3%
Value ($000) $3,237,681 Shares 22,540 Est. Cost $73.16 Unrealized +101.3%
UPS UNITED PARCEL SRVC CLASS B 1.2%
Value ($000) $3,067,747 Shares 28,949 Est. Cost $71.38 Unrealized +17.3%
MRK MERCK & CO INC 1.1%
Value ($000) $2,932,744 Shares 48,335 Est. Cost $39.42 Unrealized +12.9%
CPRT COPART INC 1.1%
Value ($000) $2,789,237 Shares 49,287 Est. Cost $6.00 Unrealized +125.6%
KMB KIMBERLY-CLARK CORP 1.0%
Value ($000) $2,663,153 Shares 25,304 Est. Cost $76.89 Unrealized +3.3%
XRAY DENTSPLY SIRONA INC 1.0%
Value ($000) $2,654,653 Shares 60,594 Est. Cost $57.80 Unrealized -18.7%
TFX TELEFLEX INCORPORATE 1.0%
Value ($000) $2,608,484 Shares 9,734 Est. Cost $105.28 Unrealized +143.7%
TECH BIO-TECHNE CORP 1.0%
Value ($000) $2,599,109 Shares 17,595 Est. Cost $21.39 Unrealized +72.1%
CMP COMPASS MINERALS INT 0.9%
Value ($000) $2,414,342 Shares 36,735 Est. Cost $53.11 Unrealized +1.3%
DVN DEVON ENERGY CORP 0.9%
Value ($000) $2,271,545 Shares 51,673 Est. Cost $40.92 Unrealized -32.6%
PFE PFIZER INCORPORATED 0.9%
Value ($000) $2,203,249 Shares 60,653 Est. Cost $18.14 Unrealized +33.9%
SON SONOCO PRODUCTS CO 0.8%
Value ($000) $2,171,400 Shares 41,297 Est. Cost $28.62 Unrealized +38.2%
BEMIS CO INC 0.8%
Value ($000) $2,093,332 Shares 49,600 Est. Cost $45346.82 Unrealized
AFL AFLAC INC 0.8%
Value ($000) $2,027,454 Shares 47,069 Est. Cost $30.17 Unrealized +24.5%
PAYX PAYCHEX INC 0.8%
Value ($000) $1,971,995 Shares 28,843 Est. Cost $33.54 Unrealized +53.7%
PATTERSON COMPANIES 0.8%
Value ($000) $1,952,927 Shares 86,165 Est. Cost $26316.92 Unrealized
MEREDITH CORP 0.7%
Value ($000) $1,916,308 Shares 37,590 Est. Cost $58144.63 Unrealized
DUK DUKE ENERGY CORP 0.7%
Value ($000) $1,911,629 Shares 24,188 Est. Cost $50.64 Unrealized +11.4%
ACH OWENS &MINOR INC HLD 0.7%
Value ($000) $1,845,675 Shares 110,418 Est. Cost $22.61 Unrealized -31.4%
FLR FLUOR CORPORATION 0.7%
Value ($000) $1,705,623 Shares 34,931 Est. Cost $51.91 Unrealized -4.3%
WU WESTERN UNION CO 0.6%
Value ($000) $1,580,696 Shares 77,555 Est. Cost $19396.46 Unrealized
EVEREST RE GROUP LTD F 0.6%
Value ($000) $1,510,784 Shares 6,555 Est. Cost $235447.67 Unrealized
TORCHMARK CORP 0.6%
Value ($000) $1,473,234 Shares 18,098 Est. Cost $54153.59 Unrealized
NORDSTROM INC 0.5%
Value ($000) $1,346,830 Shares 26,030 Est. Cost $63327.96 Unrealized
LEG LEGGETT & PLATT INC 0.5%
Value ($000) $1,322,722 Shares 29,627 Est. Cost $40.63 Unrealized +5.7%
EMR EMERSON ELECTRIC CO 0.5%
Value ($000) $1,263,486 Shares 18,322 Est. Cost $48.32 Unrealized +21.4%
MMM 3M COMPANY 0.5%
Value ($000) $1,207,220 Shares 6,136 Est. Cost $96.27 Unrealized +35.2%
MDXG MIMEDX GROUP INC 0.5%
Value ($000) $1,181,699 Shares 184,923 Est. Cost $13.40 Unrealized -46.9%
UNFI UNITED NATURAL FOODS 0.4%
Value ($000) $1,005,175 Shares 23,590 Est. Cost $46.00 Unrealized -4.1%
SJM J M SMUCKER CO 0.3%
Value ($000) $881,286 Shares 8,200 Est. Cost $77.73 Unrealized +13.0%
SWKS SKYWORKS SOLUTIONS 0.3%
Value ($000) $853,687 Shares 8,835 Est. Cost $81.54 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $828,003 Shares 7,946 Est. Cost $47.62 Unrealized +87.0%
CTAS CINTAS CORP 0.3%
Value ($000) $820,400 Shares 4,433 Est. Cost $16.00 Unrealized +160.3%
COST COSTCO WHOLESALE CO 0.3%
Value ($000) $788,100 Shares 3,773 Est. Cost $112.43 Unrealized +58.1%
WALGREENS BOOTS ALLI 0.3%
Value ($000) $771,627 Shares 12,861 Est. Cost $75391.05 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $740,051 Shares 10,443 Est. Cost $54.91 Unrealized -4.0%
ROST ROSS STORES INC 0.3%
Value ($000) $724,652 Shares 8,550 Est. Cost $57.70 Unrealized +30.7%
IDCC INTERDIGITAL INC. 0.3%
Value ($000) $714,556 Shares 8,780 Est. Cost $78.68 Unrealized +1.1%
GENERAL ELECTRIC CO 0.3%
Value ($000) $706,304 Shares 52,003 Est. Cost $25034.76 Unrealized
PG PROCTER & GAMBLE 0.3%
Value ($000) $643,378 Shares 8,249 Est. Cost $64.33 Unrealized -3.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $639,429 Shares 4,553 Est. Cost $111808.63 Unrealized
W E C ENERGY GROUP I 0.2%
Value ($000) $625,663 Shares 9,669 Est. Cost $58875.52 Unrealized
HRL HORMEL FOODS CORP 0.2%
Value ($000) $605,406 Shares 16,270 Est. Cost $25.48 Unrealized +15.6%
BED BATH & BEYOND 0.2%
Value ($000) $586,751 Shares 29,448 Est. Cost $52467.61 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $581,747 Shares 17,590 Est. Cost $29909.95 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $543,942 Shares 11,717 Est. Cost $32.63 Unrealized +0.7%
HON HONEYWELL INTL INC 0.2%
Value ($000) $532,159 Shares 3,688 Est. Cost $69.69 Unrealized +63.0%
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $525,610 Shares 7,129 Est. Cost $48.96 Unrealized +25.7%
BA BOEING CO 0.2%
Value ($000) $516,925 Shares 1,532 Est. Cost $110.65 Unrealized +198.6%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $510,496 Shares 3,660 Est. Cost $70.17 Unrealized +74.8%
ED CONSOLIDATED EDISON 0.2%
Value ($000) $496,122 Shares 6,364 Est. Cost $41.83 Unrealized +38.7%
RENAISSANCERE HLDGS F 0.2%
Value ($000) $489,254 Shares 4,070 Est. Cost $120209.83 Unrealized
CLX CLOROX COMPANY 0.2%
Value ($000) $431,276 Shares 3,189 Est. Cost $73.11 Unrealized +35.3%
VFC VF CORPORATION 0.2%
Value ($000) $415,433 Shares 5,094 Est. Cost $66.14 Unrealized +13.9%
CHD CHURCH & DWIGHT CO 0.2%
Value ($000) $408,998 Shares 7,733 Est. Cost $38.27 Unrealized +15.2%
ANF ABERCROMBIE & FITCH CLASS A 0.2%
Value ($000) $405,970 Shares 16,575 Est. Cost $20.76 Unrealized +15.7%
MAXIM INTEGRATED PRO 0.2%
Value ($000) $401,840 Shares 6,850 Est. Cost $32100.77 Unrealized
MKC MC CORMICK & CO INC 0.2%
Value ($000) $388,369 Shares 3,346 Est. Cost $29.79 Unrealized +52.5%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $383,861 Shares 2,050 Est. Cost $175.39 Unrealized +11.1%
PKG PACKAGING CORP OF AM 0.1%
Value ($000) $362,172 Shares 3,240 Est. Cost $51.23 Unrealized +80.6%
VZ VERIZON COMMUNICATN 0.1%
Value ($000) $348,094 Shares 6,919 Est. Cost $27.66 Unrealized +16.4%
BMO BANK OF MONTREAL F 0.1%
Value ($000) $345,151 Shares 4,476 Est. Cost $52.79 Unrealized +6.7%
IBM IBM CORP 0.1%
Value ($000) $336,656 Shares 2,409 Est. Cost $101.85 Unrealized -1.9%
COOPER TIRE & RUBBER 0.1%
Value ($000) $330,249 Shares 12,558 Est. Cost $28453.82 Unrealized
BFAM BROWN FORMAN CORP CLASS B 0.1%
Value ($000) $301,741 Shares 6,158 Est. Cost $68.25 Unrealized +47.2%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $301,324 Shares 3,704 Est. Cost $74.02 Unrealized -1.8%
META FACEBOOK INC CLASS A 0.1%
Value ($000) $299,447 Shares 1,541 Est. Cost $86.15 Unrealized +108.3%
RF REGIONS FINANCIAL CO 0.1%
Value ($000) $291,680 Shares 16,405 Est. Cost $6.80 Unrealized +103.0%
MTX MINERALS TECH INC 0.1%
Value ($000) $282,871 Shares 3,750 Est. Cost $65.05 Unrealized +7.1%
MAS MASCO CORP 0.1%
Value ($000) $254,576 Shares 6,797 Est. Cost $17.51 Unrealized +94.7%
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $254,523 Shares 2,333 Est. Cost $68.61 Unrealized +19.1%
APD AIR PROD & CHEMICALS 0.1%
Value ($000) $246,554 Shares 1,583 Est. Cost $96.23 Unrealized +40.9%
GVA GRANITE CONSTRUCTION 0.1%
Value ($000) $246,022 Shares 4,420 Est. Cost $36.12 Unrealized +56.5%
D DOMINION RES INC VA 0.1%
Value ($000) $236,230 Shares 3,473 Est. Cost $45.08 Unrealized +2.8%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $230,767 Shares 3,562 Est. Cost $52.20 Unrealized +4.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $229,151 Shares 1,370 Est. Cost $18.92 Unrealized +76.6%
SNA SNAP ON INC 0.1%
Value ($000) $218,285 Shares 1,365 Est. Cost $126.85 Unrealized -2.0%
TGT TARGET CORPORATION 0.1%
Value ($000) $217,447 Shares 2,864 Est. Cost $48.27 Unrealized +23.5%
SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $189,123 Shares 3,825 Est. Cost $37647.06 Unrealized
TROW T ROWE PRICE GROUP 0.1%
Value ($000) $188,041 Shares 1,620 Est. Cost $48.50 Unrealized +78.4%
AYI ACUITY BRANDS INC 0.1%
Value ($000) $185,739 Shares 1,603 Est. Cost $133.39 Unrealized -11.0%
BRO BROWN & BROWN INC 0.1%
Value ($000) $183,295 Shares 6,610 Est. Cost $25.69 Unrealized 0.0%
FDS FACTSET RESEARCH SYS 0.1%
Value ($000) $181,713 Shares 920 Est. Cost $186.66 Unrealized -0.7%
SPG SIMON PPTY GROUP REIT 0.1%
Value ($000) $177,737 Shares 1,045 Est. Cost $102.84 Unrealized +2.3%
WFC WELLS FARGO BK N A 0.1%
Value ($000) $174,588 Shares 3,132 Est. Cost $38.77 Unrealized +11.8%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $171,218 Shares 1,553 Est. Cost $37.35 Unrealized +133.7%
NUE NUCOR CORP 0.1%
Value ($000) $159,903 Shares 2,558 Est. Cost $40.41 Unrealized +33.9%
FFIV F5 NETWORKS INC 0.1%
Value ($000) $157,791 Shares 915 Est. Cost $143.36 Unrealized +16.3%
PSA PUBLIC STORAGE REIT 0.1%
Value ($000) $152,676 Shares 673 Est. Cost $117.31 Unrealized +29.6%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $152,461 Shares 2,755 Est. Cost $38.91 Unrealized +4.4%
CBSH COMMERCE BANCSHARES 0.1%
Value ($000) $149,933 Shares 2,317 Est. Cost $30.33 Unrealized +38.7%
BIOGEN INC 0.1%
Value ($000) $146,861 Shares 506 Est. Cost $197766.81 Unrealized
UNITED TECHNOLOGIES 0.1%
Value ($000) $142,018 Shares 1,135 Est. Cost $115156.65 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $141,577 Shares 2,493 Est. Cost $27.42 Unrealized +17.4%
MPC MARATHON PETE CORP 0.1%
Value ($000) $139,197 Shares 1,984 Est. Cost $30.33 Unrealized +97.9%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $138,166 Shares 339 Est. Cost $92.99 Unrealized +30.0%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $131,525 Shares 1,629 Est. Cost $51.06 Unrealized +10.8%
DIS WALT DISNEY CO 0.1%
Value ($000) $130,802 Shares 1,248 Est. Cost $81.74 Unrealized +18.9%
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $119,529 Shares 900 Est. Cost $114.56 Unrealized +1.2%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $119,130 Shares 4,226 Est. Cost $15.68 Unrealized +58.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $113,380 Shares 2,321 Est. Cost $36.61 Unrealized +31.3%
PSX PHILLIPS 66 0.0%
Value ($000) $112,990 Shares 1,006 Est. Cost $69.50 Unrealized +19.6%
SFNC SIMMONS FIRST NATION CLASS A 0.0%
Value ($000) $112,125 Shares 3,750 Est. Cost $28.99 Unrealized +5.2%
BK BANK OF NY MELLON CO 0.0%
Value ($000) $101,765 Shares 1,887 Est. Cost $44.56 Unrealized 0.0%