ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 9, 2019

Total Value ($000): $288,266,768 (100.0% shares, 0.0% debt)

Holdings (135)

INTC INTEL CORP 4.8%
Value ($000) $13,957,821 Shares 291,455 Est. Cost $27.01 Unrealized +59.5%
KO THE COCA-COLA CO 4.3%
Value ($000) $12,529,108 Shares 245,596 Est. Cost $30.59 Unrealized +30.5%
ADP AUTO DATA PROCESSING 4.3%
Value ($000) $12,404,161 Shares 75,193 Est. Cost $63.52 Unrealized +121.9%
PGR PROGRESSIVE CO OHIO 4.1%
Value ($000) $11,778,486 Shares 147,004 Est. Cost $19.86 Unrealized +219.5%
JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $10,013,007 Shares 72,189 Est. Cost $110.08 Unrealized +4.3%
MCD MC DONALDS CORP 3.4%
Value ($000) $9,929,549 Shares 47,836 Est. Cost $70.61 Unrealized +140.4%
AAPL APPLE INC 3.3%
Value ($000) $9,523,569 Shares 48,139 Est. Cost $29.38 Unrealized +58.7%
MSFT MICROSOFT CORP 2.9%
Value ($000) $8,341,378 Shares 62,511 Est. Cost $42.52 Unrealized +181.1%
WMT WAL-MART STORES INC 2.8%
Value ($000) $8,119,759 Shares 73,342 Est. Cost $21.62 Unrealized +44.8%
GPC GENUINE PARTS CO 2.4%
Value ($000) $6,820,936 Shares 66,225 Est. Cost $71.35 Unrealized +19.8%
HD HOME DEPOT INC 2.4%
Value ($000) $6,816,170 Shares 32,638 Est. Cost $74.81 Unrealized +126.6%
CHUBB LTD F 2.2%
Value ($000) $6,455,327 Shares 43,759 Est. Cost $131062.38 Unrealized
XOM EXXON MOBIL CORP 2.2%
Value ($000) $6,235,575 Shares 81,858 Est. Cost $57.09 Unrealized -0.4%
QCOM QUALCOMM INC 2.2%
Value ($000) $6,209,417 Shares 82,184 Est. Cost $46.77 Unrealized +34.1%
CVX CHEVRON CORPORATION 2.1%
Value ($000) $6,179,848 Shares 49,992 Est. Cost $71.30 Unrealized +26.6%
BB&T CORPORATION 2.1%
Value ($000) $5,987,476 Shares 122,744 Est. Cost $49012.11 Unrealized
SYY SYSCO CORPORATION 1.8%
Value ($000) $5,303,717 Shares 74,905 Est. Cost $28.86 Unrealized +106.4%
CFR CULLEN FROST BANKERS 1.7%
Value ($000) $4,828,517 Shares 51,542 Est. Cost $49.69 Unrealized +60.6%
CMI CUMMINS INC 1.6%
Value ($000) $4,651,524 Shares 27,303 Est. Cost $117.84 Unrealized +17.3%
WY WEYERHAEUSER CO REIT 1.6%
Value ($000) $4,511,725 Shares 171,485 Est. Cost $20.03 Unrealized -1.6%
ZBRA ZEBRA TECHNOLOGIES CLASS A 1.6%
Value ($000) $4,510,422 Shares 21,469 Est. Cost $77.60 Unrealized +159.8%
LLY LILLY ELI & CO 1.5%
Value ($000) $4,193,591 Shares 38,019 Est. Cost $56.33 Unrealized +91.8%
SUNTRUST BANKS INC 1.4%
Value ($000) $4,136,780 Shares 66,326 Est. Cost $41901.14 Unrealized
SON SONOCO PRODUCTS CO 1.4%
Value ($000) $3,936,314 Shares 60,446 Est. Cost $34.03 Unrealized +47.0%
MRK MERCK & CO INC 1.4%
Value ($000) $3,926,689 Shares 47,212 Est. Cost $39.42 Unrealized +57.6%
T A T & T INC 1.3%
Value ($000) $3,839,021 Shares 115,720 Est. Cost $11.97 Unrealized +25.9%
WERN WERNER ENTERPRISES 1.3%
Value ($000) $3,732,602 Shares 119,989 Est. Cost $28.19 Unrealized +14.4%
XRAY DENTSPLY SIRONA INC 1.3%
Value ($000) $3,657,493 Shares 63,060 Est. Cost $56.29 Unrealized -4.5%
CSX CSX CORP 1.2%
Value ($000) $3,534,781 Shares 45,618 Est. Cost $9.12 Unrealized +158.3%
TECH BIO-TECHNE CORP 1.2%
Value ($000) $3,521,730 Shares 16,852 Est. Cost $21.39 Unrealized +128.7%
KMB KIMBERLY-CLARK CORP 1.2%
Value ($000) $3,490,435 Shares 25,987 Est. Cost $77.40 Unrealized +32.0%
AMGN AMGEN INCORPORATED 1.2%
Value ($000) $3,432,848 Shares 18,586 Est. Cost $113.73 Unrealized +28.5%
COP CONOCOPHILLIPS 1.1%
Value ($000) $3,221,800 Shares 52,847 Est. Cost $47.36 Unrealized +4.0%
UPS UNITED PARCEL SRVC CLASS B 1.1%
Value ($000) $3,207,793 Shares 31,110 Est. Cost $72.10 Unrealized +11.2%
TFX TELEFLEX INCORPORATE 1.1%
Value ($000) $3,154,120 Shares 9,601 Est. Cost $107.73 Unrealized +169.6%
CPRT COPART INC 1.1%
Value ($000) $3,038,779 Shares 40,951 Est. Cost $6.00 Unrealized +185.8%
AFL AFLAC INC 0.9%
Value ($000) $2,632,680 Shares 48,125 Est. Cost $30.39 Unrealized +45.1%
PFE PFIZER INCORPORATED 0.9%
Value ($000) $2,584,402 Shares 59,928 Est. Cost $18.54 Unrealized +57.6%
CMP COMPASS MINERALS INT 0.9%
Value ($000) $2,541,613 Shares 45,745 Est. Cost $50.72 Unrealized -7.4%
PAYX PAYCHEX INC 0.8%
Value ($000) $2,400,492 Shares 29,243 Est. Cost $34.16 Unrealized +103.6%
PATTERSON COMPANIES 0.8%
Value ($000) $2,379,485 Shares 104,219 Est. Cost $25775.15 Unrealized
MEREDITH CORP 0.8%
Value ($000) $2,217,743 Shares 40,374 Est. Cost $57698.89 Unrealized
DUK DUKE ENERGY CORP 0.7%
Value ($000) $2,159,581 Shares 24,428 Est. Cost $50.92 Unrealized +33.1%
MMS MAXIMUS INC 0.7%
Value ($000) $1,949,198 Shares 26,760 Est. Cost $65.52 Unrealized +10.7%
GOOG ALPHABET INC. CLASS C 0.6%
Value ($000) $1,820,070 Shares 1,691 Est. Cost $57.26 Unrealized 0.0%
COST COSTCO WHOLESALE CO 0.6%
Value ($000) $1,747,555 Shares 6,613 Est. Cost $150.18 Unrealized +50.9%
TORCHMARK CORP 0.6%
Value ($000) $1,604,756 Shares 17,908 Est. Cost $54153.59 Unrealized
WU WESTERN UNION CO 0.6%
Value ($000) $1,593,473 Shares 80,397 Est. Cost $19363.09 Unrealized
DIS WALT DISNEY CO 0.5%
Value ($000) $1,548,622 Shares 11,100 Est. Cost $120.74 Unrealized +6.0%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $1,534,097 Shares 22,724 Est. Cost $53.09 Unrealized -4.3%
CTAS CINTAS CORP 0.5%
Value ($000) $1,479,436 Shares 6,258 Est. Cost $24.69 Unrealized +109.8%
EMR EMERSON ELECTRIC CO 0.5%
Value ($000) $1,392,803 Shares 20,902 Est. Cost $49.63 Unrealized +15.8%
FLR FLUOR CORPORATION 0.5%
Value ($000) $1,380,118 Shares 41,141 Est. Cost $47.96 Unrealized -32.4%
LEG LEGGETT & PLATT INC 0.5%
Value ($000) $1,369,130 Shares 35,626 Est. Cost $40.31 Unrealized -2.2%
DVN DEVON ENERGY CORP 0.5%
Value ($000) $1,334,486 Shares 47,015 Est. Cost $40.92 Unrealized -47.8%
RENAISSANCERE HLDGS F 0.5%
Value ($000) $1,297,282 Shares 7,235 Est. Cost $128289.67 Unrealized
JPM J P MORGAN CHASE & CO 0.4%
Value ($000) $1,143,360 Shares 10,234 Est. Cost $87.52 Unrealized +5.1%
SWKS SKYWORKS SOLUTIONS 0.4%
Value ($000) $1,029,845 Shares 13,293 Est. Cost $76.99 Unrealized -12.0%
PKG PACKAGING CORP OF AM 0.4%
Value ($000) $1,026,105 Shares 10,666 Est. Cost $69.30 Unrealized +13.7%
MMM 3M COMPANY 0.3%
Value ($000) $991,358 Shares 5,714 Est. Cost $98.50 Unrealized +22.5%
PG PROCTER & GAMBLE 0.3%
Value ($000) $971,925 Shares 8,878 Est. Cost $65.71 Unrealized +37.7%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $915,445 Shares 7,909 Est. Cost $77.50 Unrealized +25.5%
SJM J M SMUCKER CO 0.3%
Value ($000) $902,288 Shares 7,775 Est. Cost $78.24 Unrealized +25.8%
ROST ROSS STORES INC 0.3%
Value ($000) $878,434 Shares 8,730 Est. Cost $58.27 Unrealized +56.7%
IDCC INTERDIGITAL INC. 0.3%
Value ($000) $836,558 Shares 12,946 Est. Cost $77.15 Unrealized -13.6%
NORDSTROM INC 0.3%
Value ($000) $821,656 Shares 25,657 Est. Cost $62826.23 Unrealized
W E C ENERGY GROUP I 0.3%
Value ($000) $781,430 Shares 9,383 Est. Cost $58875.52 Unrealized
EVEREST RE GROUP LTD F 0.3%
Value ($000) $744,557 Shares 2,995 Est. Cost $233329.66 Unrealized
WALGREENS BOOTS ALLI 0.2%
Value ($000) $697,028 Shares 12,781 Est. Cost $74786.70 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $684,934 Shares 4,572 Est. Cost $112407.08 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $665,455 Shares 3,809 Est. Cost $71.07 Unrealized +95.1%
SO SOUTHERN COMPANY 0.2%
Value ($000) $652,859 Shares 11,826 Est. Cost $32.63 Unrealized +26.7%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $607,878 Shares 15,010 Est. Cost $25.48 Unrealized +33.2%
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $602,005 Shares 7,379 Est. Cost $49.30 Unrealized +38.9%
VMC VULCAN MATERIALS COM 0.2%
Value ($000) $599,338 Shares 4,362 Est. Cost $108.68 Unrealized +10.9%
PENTAIR PLC 0.2%
Value ($000) $584,227 Shares 15,775 Est. Cost $42787.52 Unrealized
CHD CHURCH & DWIGHT CO 0.2%
Value ($000) $576,149 Shares 7,906 Est. Cost $38.94 Unrealized +76.5%
BA BOEING CO 0.2%
Value ($000) $569,899 Shares 1,562 Est. Cost $116.36 Unrealized +207.0%
ED CONSOLIDATED EDISON 0.2%
Value ($000) $567,022 Shares 6,464 Est. Cost $42.12 Unrealized +61.1%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $560,568 Shares 3,736 Est. Cost $70.17 Unrealized +83.2%
COOPER TIRE & RUBBER 0.2%
Value ($000) $521,883 Shares 16,458 Est. Cost $29234.41 Unrealized
MKC MC CORMICK & CO INC 0.2%
Value ($000) $520,470 Shares 3,385 Est. Cost $29.79 Unrealized +127.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $503,785 Shares 2,467 Est. Cost $28.44 Unrealized +46.9%
GENERAL ELECTRIC CO 0.2%
Value ($000) $482,529 Shares 46,153 Est. Cost $25034.76 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.2%
Value ($000) $446,250 Shares 2,100 Est. Cost $176.14 Unrealized +17.5%
VFC VF CORPORATION 0.2%
Value ($000) $433,108 Shares 4,969 Est. Cost $66.14 Unrealized +30.3%
VZ VERIZON COMMUNICATN 0.1%
Value ($000) $422,201 Shares 7,409 Est. Cost $28.48 Unrealized +40.6%
MAXIM INTEGRATED PRO 0.1%
Value ($000) $416,001 Shares 6,900 Est. Cost $32100.77 Unrealized
BFAM BROWN FORMAN CORP CLASS B 0.1%
Value ($000) $394,978 Shares 7,158 Est. Cost $77.68 Unrealized +72.6%
APD AIR PROD & CHEMICALS 0.1%
Value ($000) $356,318 Shares 1,583 Est. Cost $96.23 Unrealized +83.1%
IBM IBM CORP 0.1%
Value ($000) $339,083 Shares 2,449 Est. Cost $101.73 Unrealized -3.1%
BMO BANK OF MONTREAL F 0.1%
Value ($000) $337,725 Shares 4,476 Est. Cost $52.79 Unrealized +9.2%
CLX CLOROX COMPANY 0.1%
Value ($000) $329,055 Shares 2,155 Est. Cost $73.11 Unrealized +71.9%
BED BATH & BEYOND 0.1%
Value ($000) $314,305 Shares 26,963 Est. Cost $52467.61 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $305,948 Shares 7,785 Est. Cost $19.06 Unrealized +81.5%
TGT TARGET CORPORATION 0.1%
Value ($000) $286,675 Shares 3,323 Est. Cost $51.39 Unrealized +31.8%
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $280,148 Shares 2,133 Est. Cost $68.61 Unrealized +52.7%
FDS FACTSET RESEARCH SYS 0.1%
Value ($000) $277,479 Shares 970 Est. Cost $187.44 Unrealized +38.5%
META FACEBOOK INC CLASS A 0.1%
Value ($000) $277,032 Shares 1,441 Est. Cost $86.15 Unrealized +110.6%
D DOMINION RES INC VA 0.1%
Value ($000) $268,462 Shares 3,473 Est. Cost $45.08 Unrealized +26.1%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $255,270 Shares 3,562 Est. Cost $52.20 Unrealized +16.5%
GNTX GENTEX CORP 0.1%
Value ($000) $246,484 Shares 9,895 Est. Cost $22.65 Unrealized 0.0%
RF REGIONS FINANCIAL CO 0.1%
Value ($000) $243,450 Shares 16,405 Est. Cost $6.80 Unrealized +65.2%
ANF ABERCROMBIE & FITCH CLASS A 0.1%
Value ($000) $236,744 Shares 14,650 Est. Cost $20.76 Unrealized +6.0%
AMCOR PLC F 0.1%
Value ($000) $235,011 Shares 20,525 Est. Cost $8.56 Unrealized 0.0%
GVA GRANITE CONSTRUCTION 0.1%
Value ($000) $219,352 Shares 4,500 Est. Cost $37.26 Unrealized +17.4%
AYI ACUITY BRANDS INC 0.1%
Value ($000) $219,266 Shares 1,603 Est. Cost $133.39 Unrealized +0.8%
PSX PHILLIPS 66 0.1%
Value ($000) $209,915 Shares 2,256 Est. Cost $70.93 Unrealized -3.4%
SNA SNAP ON INC 0.1%
Value ($000) $209,597 Shares 1,265 Est. Cost $127.01 Unrealized +7.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $208,934 Shares 2,501 Est. Cost $38.86 Unrealized +74.8%
ACH OWENS &MINOR INC HLD 0.1%
Value ($000) $208,434 Shares 64,331 Est. Cost $22.61 Unrealized -85.0%
MTX MINERALS TECH INC 0.1%
Value ($000) $204,568 Shares 3,815 Est. Cost $64.32 Unrealized -12.0%
SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $203,053 Shares 3,825 Est. Cost $37647.06 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $195,515 Shares 5,845 Est. Cost $25.69 Unrealized +17.7%
V VISA INC CLASS A 0.1%
Value ($000) $194,725 Shares 1,133 Est. Cost $156.33 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $185,832 Shares 2,225 Est. Cost $59.38 Unrealized +18.2%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $178,797 Shares 1,553 Est. Cost $37.35 Unrealized +148.4%
TROW T ROWE PRICE GROUP 0.1%
Value ($000) $178,248 Shares 1,620 Est. Cost $48.50 Unrealized +65.9%
SPG SIMON PPTY GROUP REIT 0.1%
Value ($000) $167,887 Shares 1,045 Est. Cost $102.84 Unrealized +15.8%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $164,316 Shares 1,000 Est. Cost $4.62 Unrealized -10.8%
PSA PUBLIC STORAGE REIT 0.1%
Value ($000) $160,476 Shares 673 Est. Cost $117.31 Unrealized +48.2%
CBRL CRACKER BARREL 0.1%
Value ($000) $155,316 Shares 905 Est. Cost $125.05 Unrealized +0.4%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $154,882 Shares 339 Est. Cost $93.43 Unrealized +50.8%
BIOGEN INC 0.1%
Value ($000) $154,555 Shares 661 Est. Cost $209266.40 Unrealized
UNITED TECHNOLOGIES 0.1%
Value ($000) $147,569 Shares 1,135 Est. Cost $115156.65 Unrealized
WFC WELLS FARGO BK N A 0.1%
Value ($000) $147,259 Shares 3,112 Est. Cost $39.20 Unrealized -0.3%
CBSH COMMERCE BANCSHARES 0.1%
Value ($000) $145,227 Shares 2,431 Est. Cost $30.87 Unrealized +34.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $142,753 Shares 2,584 Est. Cost $35.88 Unrealized +23.4%
GLW CORNING INC 0.0%
Value ($000) $138,252 Shares 4,192 Est. Cost $26.41 Unrealized +0.8%
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $133,264 Shares 925 Est. Cost $114.58 Unrealized +1.1%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $132,520 Shares 915 Est. Cost $143.36 Unrealized +4.4%
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $120,719 Shares 610 Est. Cost $150.47 Unrealized +15.2%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $118,748 Shares 4,086 Est. Cost $23.95 Unrealized +2.3%
NUE NUCOR CORP 0.0%
Value ($000) $113,732 Shares 2,069 Est. Cost $40.41 Unrealized +18.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $113,050 Shares 2,378 Est. Cost $28.45 Unrealized +8.7%