ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 2, 2019

Total Value ($000): $294,796,641 (100.0% shares, 0.0% debt)

Holdings (136)

INTC INTEL CORP 5.1%
Value ($000) $14,959,736 Shares 290,593 Est. Cost $27.01 Unrealized +59.3%
KO THE COCA-COLA CO 4.5%
Value ($000) $13,322,352 Shares 245,254 Est. Cost $30.59 Unrealized +43.7%
ADP AUTO DATA PROCESSING 4.1%
Value ($000) $12,135,437 Shares 75,045 Est. Cost $63.52 Unrealized +126.7%
PGR PROGRESSIVE CO OHIO 3.8%
Value ($000) $11,244,947 Shares 145,565 Est. Cost $19.86 Unrealized +225.3%
AAPL APPLE INC 3.7%
Value ($000) $10,836,496 Shares 48,372 Est. Cost $29.38 Unrealized +70.9%
MCD MC DONALDS CORP 3.5%
Value ($000) $10,217,055 Shares 47,512 Est. Cost $70.61 Unrealized +161.7%
JNJ JOHNSON & JOHNSON 3.1%
Value ($000) $9,276,845 Shares 71,456 Est. Cost $110.08 Unrealized -0.1%
WMT WAL-MART STORES INC 2.9%
Value ($000) $8,689,357 Shares 73,135 Est. Cost $21.62 Unrealized +59.4%
MSFT MICROSOFT CORP 2.9%
Value ($000) $8,463,408 Shares 60,890 Est. Cost $42.52 Unrealized +205.5%
HD HOME DEPOT INC 2.6%
Value ($000) $7,586,977 Shares 32,665 Est. Cost $74.81 Unrealized +150.1%
CHUBB LTD F 2.4%
Value ($000) $6,952,816 Shares 43,069 Est. Cost $131062.38 Unrealized
GPC GENUINE PARTS CO 2.3%
Value ($000) $6,643,775 Shares 66,570 Est. Cost $71.35 Unrealized +11.9%
BB&T CORPORATION 2.2%
Value ($000) $6,561,690 Shares 122,786 Est. Cost $49012.11 Unrealized
QCOM QUALCOMM INC 2.1%
Value ($000) $6,165,312 Shares 80,625 Est. Cost $46.77 Unrealized +38.9%
CVX CHEVRON CORPORATION 2.1%
Value ($000) $6,142,245 Shares 51,776 Est. Cost $72.00 Unrealized +27.1%
XOM EXXON MOBIL CORP 2.0%
Value ($000) $5,823,045 Shares 82,170 Est. Cost $57.09 Unrealized -5.8%
SYY SYSCO CORPORATION 1.9%
Value ($000) $5,748,489 Shares 72,463 Est. Cost $28.86 Unrealized +114.0%
WY WEYERHAEUSER CO REIT 1.6%
Value ($000) $4,823,891 Shares 173,365 Est. Cost $20.04 Unrealized +2.4%
CFR CULLEN FROST BANKERS 1.6%
Value ($000) $4,753,759 Shares 53,678 Est. Cost $50.61 Unrealized +44.1%
SUNTRUST BANKS INC 1.6%
Value ($000) $4,570,817 Shares 66,330 Est. Cost $41901.14 Unrealized
CMI CUMMINS INC 1.5%
Value ($000) $4,517,572 Shares 27,635 Est. Cost $118.06 Unrealized +15.3%
LLY LILLY ELI & CO 1.5%
Value ($000) $4,431,256 Shares 39,443 Est. Cost $58.00 Unrealized +77.1%
ZBRA ZEBRA TECHNOLOGIES CLASS A 1.5%
Value ($000) $4,374,872 Shares 21,183 Est. Cost $77.60 Unrealized +160.4%
T A T & T INC 1.5%
Value ($000) $4,312,457 Shares 113,797 Est. Cost $11.97 Unrealized +42.0%
WERN WERNER ENTERPRISES 1.4%
Value ($000) $4,245,267 Shares 120,100 Est. Cost $28.19 Unrealized +15.5%
MRK MERCK & CO INC 1.4%
Value ($000) $3,986,112 Shares 46,909 Est. Cost $39.42 Unrealized +66.1%
UPS UNITED PARCEL SRVC CLASS B 1.3%
Value ($000) $3,905,113 Shares 32,613 Est. Cost $72.88 Unrealized +22.0%
KMB KIMBERLY-CLARK CORP 1.3%
Value ($000) $3,731,914 Shares 26,216 Est. Cost $77.40 Unrealized +41.8%
AMGN AMGEN INCORPORATED 1.3%
Value ($000) $3,687,803 Shares 19,048 Est. Cost $114.80 Unrealized +37.6%
SON SONOCO PRODUCTS CO 1.2%
Value ($000) $3,531,692 Shares 60,586 Est. Cost $34.03 Unrealized +39.6%
XRAY DENTSPLY SIRONA INC 1.1%
Value ($000) $3,364,565 Shares 62,942 Est. Cost $56.29 Unrealized -4.6%
TECH BIO-TECHNE CORP 1.1%
Value ($000) $3,332,676 Shares 16,802 Est. Cost $21.39 Unrealized +127.9%
TFX TELEFLEX INCORPORATE 1.1%
Value ($000) $3,273,331 Shares 9,586 Est. Cost $107.73 Unrealized +211.6%
CPRT COPART INC 1.1%
Value ($000) $3,186,764 Shares 39,730 Est. Cost $6.00 Unrealized +223.3%
CSX CSX CORP 1.0%
Value ($000) $2,850,376 Shares 40,953 Est. Cost $9.12 Unrealized +134.2%
COP CONOCOPHILLIPS 1.0%
Value ($000) $2,803,441 Shares 49,425 Est. Cost $47.36 Unrealized -4.3%
CMP COMPASS MINERALS INT 0.9%
Value ($000) $2,672,796 Shares 47,021 Est. Cost $50.60 Unrealized -8.6%
DIS WALT DISNEY CO 0.9%
Value ($000) $2,560,907 Shares 19,615 Est. Cost $126.60 Unrealized +6.0%
AFL AFLAC INC 0.9%
Value ($000) $2,552,415 Shares 48,653 Est. Cost $30.55 Unrealized +48.5%
PAYX PAYCHEX INC 0.8%
Value ($000) $2,470,290 Shares 29,890 Est. Cost $34.92 Unrealized +98.0%
DUK DUKE ENERGY CORP 0.8%
Value ($000) $2,382,293 Shares 24,903 Est. Cost $51.29 Unrealized +37.5%
PFE PFIZER INCORPORATED 0.8%
Value ($000) $2,219,109 Shares 61,403 Est. Cost $18.75 Unrealized +44.1%
GOOG ALPHABET INC. CLASS C 0.7%
Value ($000) $2,181,542 Shares 1,789 Est. Cost $57.34 Unrealized +2.4%
MMS MAXIMUS INC 0.7%
Value ($000) $2,142,545 Shares 27,800 Est. Cost $65.91 Unrealized +15.2%
PATTERSON COMPANIES 0.7%
Value ($000) $1,958,937 Shares 109,362 Est. Cost $25405.39 Unrealized
COST COSTCO WHOLESALE CO 0.6%
Value ($000) $1,911,339 Shares 6,633 Est. Cost $150.18 Unrealized +70.7%
WU WESTERN UNION CO 0.6%
Value ($000) $1,892,598 Shares 81,227 Est. Cost $19403.32 Unrealized
GL GLOBE LIFE INC 0.6%
Value ($000) $1,695,821 Shares 17,683 Est. Cost $86.06 Unrealized 0.0%
CTAS CINTAS CORP 0.6%
Value ($000) $1,656,983 Shares 6,178 Est. Cost $24.69 Unrealized +142.8%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $1,610,826 Shares 25,334 Est. Cost $52.87 Unrealized -3.6%
EMR EMERSON ELECTRIC CO 0.5%
Value ($000) $1,560,712 Shares 23,263 Est. Cost $50.11 Unrealized +8.5%
MEREDITH CORP 0.5%
Value ($000) $1,498,736 Shares 41,029 Est. Cost $57360.92 Unrealized
LEG LEGGETT & PLATT INC 0.5%
Value ($000) $1,471,701 Shares 35,825 Est. Cost $40.31 Unrealized -2.7%
RENAISSANCERE HLDGS F 0.5%
Value ($000) $1,433,579 Shares 7,385 Est. Cost $129626.79 Unrealized
WM WASTE MANAGEMENT INC 0.5%
Value ($000) $1,410,793 Shares 12,254 Est. Cost $87.29 Unrealized +20.4%
JPM J P MORGAN CHASE & CO 0.4%
Value ($000) $1,234,327 Shares 10,497 Est. Cost $87.71 Unrealized +8.4%
PKG PACKAGING CORP OF AM 0.4%
Value ($000) $1,170,110 Shares 11,026 Est. Cost $69.76 Unrealized +19.5%
DVN DEVON ENERGY CORP 0.4%
Value ($000) $1,124,214 Shares 46,800 Est. Cost $40.92 Unrealized -55.9%
PG PROCTER & GAMBLE 0.4%
Value ($000) $1,117,788 Shares 8,980 Est. Cost $66.11 Unrealized +52.8%
SWKS SKYWORKS SOLUTIONS 0.4%
Value ($000) $1,061,728 Shares 13,443 Est. Cost $76.89 Unrealized -11.0%
ROST ROSS STORES INC 0.3%
Value ($000) $972,341 Shares 8,841 Est. Cost $58.78 Unrealized +68.5%
IDCC INTERDIGITAL INC. 0.3%
Value ($000) $969,790 Shares 18,391 Est. Cost $71.04 Unrealized -20.4%
MMM 3M COMPANY 0.3%
Value ($000) $934,617 Shares 5,683 Est. Cost $98.50 Unrealized +12.3%
W E C ENERGY GROUP I 0.3%
Value ($000) $886,003 Shares 9,337 Est. Cost $58875.52 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $798,165 Shares 5,276 Est. Cost $117594.36 Unrealized
SJM J M SMUCKER CO 0.3%
Value ($000) $776,559 Shares 7,050 Est. Cost $78.24 Unrealized +15.6%
NORDSTROM INC 0.3%
Value ($000) $741,775 Shares 22,129 Est. Cost $62826.23 Unrealized
WALGREENS BOOTS ALLI 0.2%
Value ($000) $707,094 Shares 12,781 Est. Cost $74786.70 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $668,080 Shares 3,943 Est. Cost $73.38 Unrealized +89.8%
VMC VULCAN MATERIALS COM 0.2%
Value ($000) $663,896 Shares 4,362 Est. Cost $108.68 Unrealized +23.0%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $647,874 Shares 14,810 Est. Cost $25.48 Unrealized +38.6%
PENTAIR PLC 0.2%
Value ($000) $637,857 Shares 16,830 Est. Cost $42481.15 Unrealized
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $619,244 Shares 3,956 Est. Cost $73.51 Unrealized +77.1%
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $611,118 Shares 6,954 Est. Cost $49.30 Unrealized +53.2%
ED CONSOLIDATED EDISON 0.2%
Value ($000) $608,327 Shares 6,464 Est. Cost $42.12 Unrealized +67.5%
CHD CHURCH & DWIGHT CO 0.2%
Value ($000) $599,086 Shares 7,956 Est. Cost $38.94 Unrealized +80.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $594,736 Shares 2,554 Est. Cost $29.05 Unrealized +59.2%
BA BOEING CO 0.2%
Value ($000) $570,066 Shares 1,497 Est. Cost $116.36 Unrealized +202.8%
MKC MC CORMICK & CO INC 0.2%
Value ($000) $515,396 Shares 3,293 Est. Cost $29.79 Unrealized +138.1%
EVEREST RE GROUP LTD F 0.2%
Value ($000) $505,642 Shares 1,895 Est. Cost $233329.66 Unrealized
VZ VERIZON COMMUNICATN 0.2%
Value ($000) $476,204 Shares 7,864 Est. Cost $29.17 Unrealized +38.6%
BFAM BROWN FORMAN CORP CLASS B 0.2%
Value ($000) $451,195 Shares 7,203 Est. Cost $77.68 Unrealized +101.3%
MAXIM INTEGRATED PRO 0.2%
Value ($000) $444,039 Shares 7,689 Est. Cost $34732.73 Unrealized
VFC VF CORPORATION 0.2%
Value ($000) $443,648 Shares 4,976 Est. Cost $66.14 Unrealized +29.2%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $436,229 Shares 2,100 Est. Cost $176.14 Unrealized +17.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $409,524 Shares 45,654 Est. Cost $25034.76 Unrealized
COOPER TIRE & RUBBER 0.1%
Value ($000) $409,253 Shares 15,558 Est. Cost $29234.41 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $403,892 Shares 3,771 Est. Cost $54.83 Unrealized +46.6%
IBM IBM CORP 0.1%
Value ($000) $358,499 Shares 2,449 Est. Cost $101.73 Unrealized +0.7%
APD AIR PROD & CHEMICALS 0.1%
Value ($000) $351,247 Shares 1,583 Est. Cost $96.23 Unrealized +100.1%
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $347,217 Shares 2,536 Est. Cost $75.08 Unrealized +45.6%
BMO BANK OF MONTREAL F 0.1%
Value ($000) $331,403 Shares 4,476 Est. Cost $52.79 Unrealized +5.0%
CLX CLOROX COMPANY 0.1%
Value ($000) $328,295 Shares 2,164 Est. Cost $73.11 Unrealized +79.0%
MAS MASCO CORP 0.1%
Value ($000) $319,836 Shares 7,640 Est. Cost $19.06 Unrealized +89.3%
CBRL CRACKER BARREL 0.1%
Value ($000) $288,553 Shares 1,773 Est. Cost $128.33 Unrealized +2.7%
GNTX GENTEX CORP 0.1%
Value ($000) $285,004 Shares 10,345 Est. Cost $22.82 Unrealized +15.8%
D DOMINION RES INC VA 0.1%
Value ($000) $280,826 Shares 3,473 Est. Cost $45.08 Unrealized +29.6%
SO SOUTHERN COMPANY 0.1%
Value ($000) $272,957 Shares 4,426 Est. Cost $32.63 Unrealized +38.7%
PSX PHILLIPS 66 0.1%
Value ($000) $267,186 Shares 2,606 Est. Cost $71.78 Unrealized +7.6%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $262,537 Shares 3,562 Est. Cost $52.20 Unrealized +19.8%
RF REGIONS FINANCIAL CO 0.1%
Value ($000) $260,721 Shares 16,405 Est. Cost $6.80 Unrealized +70.8%
META FACEBOOK INC CLASS A 0.1%
Value ($000) $256,871 Shares 1,441 Est. Cost $86.15 Unrealized +119.1%
FDS FACTSET RESEARCH SYS 0.1%
Value ($000) $227,800 Shares 935 Est. Cost $187.44 Unrealized +39.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $221,363 Shares 2,501 Est. Cost $38.86 Unrealized +107.5%
BRO BROWN & BROWN INC 0.1%
Value ($000) $220,806 Shares 6,125 Est. Cost $26.08 Unrealized +31.2%
AYI ACUITY BRANDS INC 0.1%
Value ($000) $216,803 Shares 1,603 Est. Cost $133.39 Unrealized -4.4%
ANF ABERCROMBIE & FITCH CLASS A 0.1%
Value ($000) $214,428 Shares 13,800 Est. Cost $20.76 Unrealized -22.5%
SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $209,820 Shares 3,825 Est. Cost $37647.06 Unrealized
MTX MINERALS TECH INC 0.1%
Value ($000) $204,140 Shares 3,815 Est. Cost $64.32 Unrealized -22.7%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $204,047 Shares 2,425 Est. Cost $60.76 Unrealized +25.2%
AMCOR PLC F 0.1%
Value ($000) $200,837 Shares 20,525 Est. Cost $8.56 Unrealized -7.9%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $200,285 Shares 1,551 Est. Cost $37.35 Unrealized +175.4%
SNA SNAP ON INC 0.1%
Value ($000) $198,941 Shares 1,265 Est. Cost $127.01 Unrealized +2.2%
V VISA INC CLASS A 0.1%
Value ($000) $198,408 Shares 1,133 Est. Cost $156.33 Unrealized +8.9%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $186,467 Shares 339 Est. Cost $93.43 Unrealized +72.1%
TROW T ROWE PRICE GROUP 0.1%
Value ($000) $185,117 Shares 1,620 Est. Cost $48.50 Unrealized +76.8%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $173,865 Shares 1,000 Est. Cost $4.62 Unrealized -9.4%
PSA PUBLIC STORAGE REIT 0.1%
Value ($000) $165,394 Shares 673 Est. Cost $117.31 Unrealized +63.6%
SPG SIMON PPTY GROUP REIT 0.1%
Value ($000) $163,647 Shares 1,045 Est. Cost $102.84 Unrealized +5.9%
WFC WELLS FARGO BK N A 0.1%
Value ($000) $157,482 Shares 3,112 Est. Cost $39.20 Unrealized +1.5%
MPC MARATHON PETE CORP 0.1%
Value ($000) $156,803 Shares 2,584 Est. Cost $35.88 Unrealized +20.1%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $155,854 Shares 3,055 Est. Cost $36.77 Unrealized 0.0%
BIOGEN INC 0.1%
Value ($000) $153,880 Shares 661 Est. Cost $209266.40 Unrealized
UNITED TECHNOLOGIES 0.1%
Value ($000) $151,904 Shares 1,111 Est. Cost $115156.65 Unrealized
CBSH COMMERCE BANCSHARES 0.1%
Value ($000) $147,731 Shares 2,431 Est. Cost $30.87 Unrealized +33.3%
GVA GRANITE CONSTRUCTION 0.0%
Value ($000) $145,350 Shares 4,500 Est. Cost $37.26 Unrealized -6.9%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $135,765 Shares 965 Est. Cost $143.09 Unrealized -3.4%
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $133,771 Shares 925 Est. Cost $114.58 Unrealized +1.8%
BED BATH & BEYOND 0.0%
Value ($000) $130,963 Shares 12,428 Est. Cost $52467.61 Unrealized
GLW CORNING INC 0.0%
Value ($000) $119,932 Shares 4,192 Est. Cost $26.41 Unrealized -5.4%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $119,570 Shares 4,086 Est. Cost $23.95 Unrealized +2.6%
FISV FISERV INC 0.0%
Value ($000) $110,177 Shares 1,064 Est. Cost $102.09 Unrealized 0.0%
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $110,037 Shares 610 Est. Cost $150.47 Unrealized +7.3%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $109,521 Shares 2,209 Est. Cost $42.79 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $105,498 Shares 2,069 Est. Cost $40.41 Unrealized +13.3%
RPM RPM INTERNTNL 0.0%
Value ($000) $101,684 Shares 1,474 Est. Cost $66.24 Unrealized 0.0%