ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 12, 2019

Total Value ($000): $246,777,866 (100.0% shares, 0.0% debt)

Holdings (130)

INTC INTEL CORP 5.6%
Value ($000) $13,890,186 Shares 295,976 Est. Cost $27.01 Unrealized +48.8%
KO THE COCA-COLA CO 4.6%
Value ($000) $11,409,985 Shares 240,971 Est. Cost $30.44 Unrealized +26.1%
ADP AUTO DATA PROCESSING 4.1%
Value ($000) $10,129,059 Shares 77,250 Est. Cost $63.52 Unrealized +90.8%
JNJ JOHNSON & JOHNSON 3.8%
Value ($000) $9,323,499 Shares 72,247 Est. Cost $110.08 Unrealized +3.7%
PGR PROGRESSIVE CO OHIO 3.7%
Value ($000) $9,254,127 Shares 153,391 Est. Cost $19.86 Unrealized +164.2%
MCD MC DONALDS CORP 3.4%
Value ($000) $8,491,233 Shares 47,819 Est. Cost $70.61 Unrealized +112.6%
AAPL APPLE INC 3.1%
Value ($000) $7,530,381 Shares 47,739 Est. Cost $29.38 Unrealized +56.6%
WMT WAL-MART STORES INC 2.8%
Value ($000) $6,870,196 Shares 73,754 Est. Cost $21.62 Unrealized +33.0%
MSFT MICROSOFT CORP 2.7%
Value ($000) $6,741,857 Shares 66,376 Est. Cost $42.52 Unrealized +135.2%
GPC GENUINE PARTS CO 2.6%
Value ($000) $6,410,886 Shares 66,766 Est. Cost $71.35 Unrealized +12.8%
SYY SYSCO CORPORATION 2.4%
Value ($000) $5,960,328 Shares 95,121 Est. Cost $28.86 Unrealized +93.1%
CHUBB LTD F 2.3%
Value ($000) $5,738,821 Shares 44,425 Est. Cost $131062.38 Unrealized
HD HOME DEPOT INC 2.3%
Value ($000) $5,662,213 Shares 32,954 Est. Cost $74.81 Unrealized +101.0%
XOM EXXON MOBIL CORP 2.2%
Value ($000) $5,497,221 Shares 80,616 Est. Cost $57.13 Unrealized -1.3%
BB&T CORPORATION 2.1%
Value ($000) $5,220,772 Shares 120,516 Est. Cost $49039.52 Unrealized
CVX CHEVRON CORPORATION 2.1%
Value ($000) $5,178,383 Shares 47,599 Est. Cost $70.59 Unrealized +20.0%
QCOM QUALCOMM INC 1.9%
Value ($000) $4,723,627 Shares 83,001 Est. Cost $46.77 Unrealized +8.7%
CFR CULLEN FROST BANKERS 1.8%
Value ($000) $4,545,547 Shares 51,689 Est. Cost $49.69 Unrealized +57.7%
LLY LILLY ELI & CO 1.8%
Value ($000) $4,516,970 Shares 39,033 Est. Cost $56.33 Unrealized +80.0%
ZBRA ZEBRA TECHNOLOGIES CLASS A 1.5%
Value ($000) $3,712,925 Shares 23,318 Est. Cost $77.60 Unrealized +114.5%
MRK MERCK & CO INC 1.5%
Value ($000) $3,681,586 Shares 48,181 Est. Cost $39.42 Unrealized +43.3%
WERN WERNER ENTERPRISES 1.4%
Value ($000) $3,578,150 Shares 121,129 Est. Cost $28.19 Unrealized +15.6%
AMGN AMGEN INCORPORATED 1.4%
Value ($000) $3,565,201 Shares 18,314 Est. Cost $113.73 Unrealized +37.9%
T A T & T INC 1.4%
Value ($000) $3,512,953 Shares 123,088 Est. Cost $11.97 Unrealized +17.1%
CMI CUMMINS INC 1.4%
Value ($000) $3,461,984 Shares 25,905 Est. Cost $117.49 Unrealized -0.0%
WY WEYERHAEUSER CO REIT 1.4%
Value ($000) $3,403,940 Shares 155,715 Est. Cost $20.11 Unrealized +0.0%
COP CONOCOPHILLIPS 1.4%
Value ($000) $3,396,513 Shares 54,474 Est. Cost $47.36 Unrealized +12.8%
SUNTRUST BANKS INC 1.4%
Value ($000) $3,332,587 Shares 66,070 Est. Cost $41901.14 Unrealized
KMB KIMBERLY-CLARK CORP 1.2%
Value ($000) $2,978,732 Shares 26,142 Est. Cost $77.40 Unrealized +11.6%
CSX CSX CORP 1.2%
Value ($000) $2,896,513 Shares 46,620 Est. Cost $9.12 Unrealized +129.1%
UPS UNITED PARCEL SRVC CLASS B 1.2%
Value ($000) $2,840,023 Shares 29,119 Est. Cost $71.51 Unrealized +14.8%
PFE PFIZER INCORPORATED 1.1%
Value ($000) $2,654,755 Shares 60,819 Est. Cost $18.54 Unrealized +62.0%
TFX TELEFLEX INCORPORATE 1.0%
Value ($000) $2,541,892 Shares 9,834 Est. Cost $107.73 Unrealized +125.5%
TECH BIO-TECHNE CORP 1.0%
Value ($000) $2,478,330 Shares 17,125 Est. Cost $21.39 Unrealized +88.9%
BEMIS CO INC 1.0%
Value ($000) $2,377,540 Shares 51,798 Est. Cost $45377.55 Unrealized
XRAY DENTSPLY SIRONA INC 1.0%
Value ($000) $2,354,472 Shares 63,275 Est. Cost $56.29 Unrealized -35.3%
CPRT COPART INC 0.9%
Value ($000) $2,195,921 Shares 45,959 Est. Cost $6.00 Unrealized +105.7%
AFL AFLAC INC 0.9%
Value ($000) $2,193,723 Shares 48,150 Est. Cost $30.39 Unrealized +23.7%
SON SONOCO PRODUCTS CO 0.9%
Value ($000) $2,163,477 Shares 40,720 Est. Cost $28.62 Unrealized +49.8%
DUK DUKE ENERGY CORP 0.9%
Value ($000) $2,119,831 Shares 24,563 Est. Cost $50.92 Unrealized +25.5%
MEREDITH CORP 0.8%
Value ($000) $2,093,649 Shares 40,309 Est. Cost $57698.89 Unrealized
PATTERSON COMPANIES 0.8%
Value ($000) $1,976,616 Shares 100,540 Est. Cost $25942.79 Unrealized
PAYX PAYCHEX INC 0.8%
Value ($000) $1,938,249 Shares 29,750 Est. Cost $34.16 Unrealized +61.1%
EVEREST RE GROUP LTD F 0.7%
Value ($000) $1,626,667 Shares 7,470 Est. Cost $233876.10 Unrealized
MMS MAXIMUS INC 0.6%
Value ($000) $1,593,077 Shares 24,475 Est. Cost $65.04 Unrealized +1.2%
CMP COMPASS MINERALS INT 0.6%
Value ($000) $1,492,648 Shares 35,803 Est. Cost $53.11 Unrealized -18.1%
WU WESTERN UNION CO 0.5%
Value ($000) $1,341,854 Shares 78,655 Est. Cost $19389.66 Unrealized
TORCHMARK CORP 0.5%
Value ($000) $1,338,426 Shares 17,958 Est. Cost $54153.59 Unrealized
LEG LEGGETT & PLATT INC 0.5%
Value ($000) $1,219,913 Shares 34,037 Est. Cost $40.30 Unrealized -5.6%
NORDSTROM INC 0.5%
Value ($000) $1,214,480 Shares 26,056 Est. Cost $62826.23 Unrealized
DVN DEVON ENERGY CORP 0.5%
Value ($000) $1,130,719 Shares 50,165 Est. Cost $40.92 Unrealized -46.3%
CTAS CINTAS CORP 0.4%
Value ($000) $1,087,431 Shares 6,473 Est. Cost $24.69 Unrealized +68.6%
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $1,076,865 Shares 18,022 Est. Cost $48.32 Unrealized +18.0%
FLR FLUOR CORPORATION 0.4%
Value ($000) $1,021,416 Shares 31,721 Est. Cost $51.91 Unrealized -20.5%
MMM 3M COMPANY 0.4%
Value ($000) $1,017,927 Shares 5,342 Est. Cost $96.27 Unrealized +33.2%
RENAISSANCERE HLDGS F 0.4%
Value ($000) $992,722 Shares 7,425 Est. Cost $126261.64 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $990,073 Shares 10,142 Est. Cost $87.52 Unrealized +0.0%
WALGREENS BOOTS ALLI 0.4%
Value ($000) $880,520 Shares 12,886 Est. Cost $75067.83 Unrealized
COST COSTCO WHOLESALE CO 0.3%
Value ($000) $859,547 Shares 4,219 Est. Cost $121.90 Unrealized +65.7%
PG PROCTER & GAMBLE 0.3%
Value ($000) $834,586 Shares 9,079 Est. Cost $65.71 Unrealized +13.8%
SJM J M SMUCKER CO 0.3%
Value ($000) $816,635 Shares 8,735 Est. Cost $78.16 Unrealized +6.0%
IDCC INTERDIGITAL INC. 0.3%
Value ($000) $779,770 Shares 11,738 Est. Cost $77.86 Unrealized -6.4%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $776,433 Shares 12,413 Est. Cost $54.97 Unrealized -3.6%
ROST ROSS STORES INC 0.3%
Value ($000) $711,360 Shares 8,550 Est. Cost $57.70 Unrealized +46.2%
HRL HORMEL FOODS CORP 0.3%
Value ($000) $694,403 Shares 16,270 Est. Cost $25.48 Unrealized +40.1%
W E C ENERGY GROUP I 0.3%
Value ($000) $654,853 Shares 9,455 Est. Cost $58875.52 Unrealized
ACH OWENS &MINOR INC HLD 0.3%
Value ($000) $643,958 Shares 101,731 Est. Cost $22.61 Unrealized -54.7%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $635,344 Shares 7,139 Est. Cost $76.43 Unrealized +4.2%
SWKS SKYWORKS SOLUTIONS 0.3%
Value ($000) $622,481 Shares 9,288 Est. Cost $81.34 Unrealized -19.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $573,446 Shares 4,493 Est. Cost $111808.63 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $516,284 Shares 11,755 Est. Cost $32.63 Unrealized +5.0%
COOPER TIRE & RUBBER 0.2%
Value ($000) $512,689 Shares 15,858 Est. Cost $29209.61 Unrealized
CHD CHURCH & DWIGHT CO 0.2%
Value ($000) $508,522 Shares 7,733 Est. Cost $38.27 Unrealized +51.9%
BA BOEING CO 0.2%
Value ($000) $506,970 Shares 1,572 Est. Cost $116.36 Unrealized +187.9%
ED CONSOLIDATED EDISON 0.2%
Value ($000) $494,237 Shares 6,464 Est. Cost $42.12 Unrealized +43.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $491,284 Shares 3,718 Est. Cost $69.69 Unrealized +68.9%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $487,087 Shares 2,802 Est. Cost $27.98 Unrealized +31.0%
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $485,685 Shares 7,379 Est. Cost $49.30 Unrealized +19.6%
MKC MC CORMICK & CO INC 0.2%
Value ($000) $468,677 Shares 3,365 Est. Cost $29.79 Unrealized +110.1%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $468,340 Shares 3,696 Est. Cost $70.17 Unrealized +57.5%
VMC VULCAN MATERIALS COM 0.2%
Value ($000) $430,965 Shares 4,362 Est. Cost $108.68 Unrealized -12.3%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.2%
Value ($000) $418,569 Shares 2,050 Est. Cost $175.39 Unrealized +19.1%
VZ VERIZON COMMUNICATN 0.2%
Value ($000) $388,986 Shares 6,919 Est. Cost $27.66 Unrealized +39.6%
GENERAL ELECTRIC CO 0.2%
Value ($000) $380,064 Shares 50,206 Est. Cost $25034.76 Unrealized
CLX CLOROX COMPANY 0.1%
Value ($000) $366,551 Shares 2,378 Est. Cost $73.11 Unrealized +73.1%
VFC VF CORPORATION 0.1%
Value ($000) $357,590 Shares 5,012 Est. Cost $66.14 Unrealized +15.7%
MAXIM INTEGRATED PRO 0.1%
Value ($000) $350,865 Shares 6,900 Est. Cost $32100.77 Unrealized
BFAM BROWN FORMAN CORP CLASS B 0.1%
Value ($000) $340,577 Shares 7,158 Est. Cost $74.78 Unrealized +53.8%
BED BATH & BEYOND 0.1%
Value ($000) $316,541 Shares 27,963 Est. Cost $52467.61 Unrealized
ANF ABERCROMBIE & FITCH CLASS A 0.1%
Value ($000) $303,757 Shares 15,150 Est. Cost $20.76 Unrealized -15.7%
BMO BANK OF MONTREAL F 0.1%
Value ($000) $292,506 Shares 4,476 Est. Cost $52.79 Unrealized +3.7%
PKG PACKAGING CORP OF AM 0.1%
Value ($000) $280,293 Shares 3,358 Est. Cost $52.00 Unrealized +43.7%
IBM IBM CORP 0.1%
Value ($000) $273,927 Shares 2,409 Est. Cost $101.85 Unrealized -13.6%
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $257,749 Shares 2,333 Est. Cost $68.61 Unrealized +32.2%
APD AIR PROD & CHEMICALS 0.1%
Value ($000) $253,447 Shares 1,583 Est. Cost $96.23 Unrealized +38.4%
D DOMINION RES INC VA 0.1%
Value ($000) $248,180 Shares 3,473 Est. Cost $45.08 Unrealized +18.1%
MAS MASCO CORP 0.1%
Value ($000) $234,701 Shares 8,026 Est. Cost $19.06 Unrealized +45.2%
RF REGIONS FINANCIAL CO 0.1%
Value ($000) $219,498 Shares 16,405 Est. Cost $6.80 Unrealized +76.4%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $212,010 Shares 3,562 Est. Cost $52.20 Unrealized +1.3%
MTX MINERALS TECH INC 0.1%
Value ($000) $206,130 Shares 4,015 Est. Cost $64.32 Unrealized -16.0%
GVA GRANITE CONSTRUCTION 0.1%
Value ($000) $202,205 Shares 5,020 Est. Cost $37.26 Unrealized +22.6%
TGT TARGET CORPORATION 0.1%
Value ($000) $199,790 Shares 3,023 Est. Cost $49.76 Unrealized +27.2%
SNA SNAP ON INC 0.1%
Value ($000) $198,320 Shares 1,365 Est. Cost $126.85 Unrealized +3.5%
FDS FACTSET RESEARCH SYS 0.1%
Value ($000) $194,126 Shares 970 Est. Cost $187.44 Unrealized +9.6%
META FACEBOOK INC CLASS A 0.1%
Value ($000) $188,900 Shares 1,441 Est. Cost $86.15 Unrealized +67.0%
AYI ACUITY BRANDS INC 0.1%
Value ($000) $184,264 Shares 1,603 Est. Cost $133.39 Unrealized -9.6%
SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $179,660 Shares 3,825 Est. Cost $37647.06 Unrealized
SPG SIMON PPTY GROUP REIT 0.1%
Value ($000) $175,549 Shares 1,045 Est. Cost $102.84 Unrealized +17.6%
BRO BROWN & BROWN INC 0.1%
Value ($000) $174,868 Shares 6,345 Est. Cost $25.69 Unrealized +4.4%
WFC WELLS FARGO BK N A 0.1%
Value ($000) $166,440 Shares 3,612 Est. Cost $39.20 Unrealized +7.2%
BIOGEN INC 0.1%
Value ($000) $161,293 Shares 536 Est. Cost $203540.30 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $160,934 Shares 2,225 Est. Cost $59.38 Unrealized +4.7%
MPC MARATHON PETE CORP 0.1%
Value ($000) $152,481 Shares 2,584 Est. Cost $35.88 Unrealized +51.2%
TROW T ROWE PRICE GROUP 0.1%
Value ($000) $149,558 Shares 1,620 Est. Cost $48.50 Unrealized +50.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $149,472 Shares 2,321 Est. Cost $36.61 Unrealized +46.5%
BXC BLUELINX HOLDINGS 0.1%
Value ($000) $148,260 Shares 6,000 Est. Cost $36.04 Unrealized -31.9%
FFIV F5 NETWORKS INC 0.1%
Value ($000) $148,257 Shares 915 Est. Cost $143.36 Unrealized +19.7%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $146,758 Shares 1,553 Est. Cost $37.35 Unrealized +111.8%
CBSH COMMERCE BANCSHARES 0.1%
Value ($000) $137,035 Shares 2,431 Est. Cost $30.87 Unrealized +35.3%
PSA PUBLIC STORAGE REIT 0.1%
Value ($000) $136,221 Shares 673 Est. Cost $117.31 Unrealized +29.5%
DIS WALT DISNEY CO 0.1%
Value ($000) $133,005 Shares 1,213 Est. Cost $81.74 Unrealized +33.5%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $131,809 Shares 335 Est. Cost $92.99 Unrealized +36.1%
GLW CORNING INC 0.1%
Value ($000) $126,640 Shares 4,192 Est. Cost $26.41 Unrealized -0.9%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $122,412 Shares 2,355 Est. Cost $38.91 Unrealized +5.3%
UNITED TECHNOLOGIES 0.0%
Value ($000) $120,948 Shares 1,135 Est. Cost $115156.65 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $114,535 Shares 2,319 Est. Cost $28.32 Unrealized +17.0%
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $110,759 Shares 925 Est. Cost $114.58 Unrealized -11.4%
NUE NUCOR CORP 0.0%
Value ($000) $109,785 Shares 2,119 Est. Cost $40.41 Unrealized +25.5%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $106,800 Shares 800 Est. Cost $4.74 Unrealized 0.0%
MZTI LANCASTER COLONY CORP 0.0%
Value ($000) $101,694 Shares 575 Est. Cost $170.19 Unrealized 0.0%