CBOE Vest Financial, LLC Diversified Active

CIK: 0001709632 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 30, 2023

Total Value ($000): $1,829,268 (100.0% shares, 0.0% debt)

Holdings (116)

XOM EXXON MOBIL CORP 1.9%
Value ($000) $34,441 Shares 292,918 Est. Cost $83.76 Unrealized +20.6%
CVX CHEVRON CORP NEW 1.8%
Value ($000) $33,361 Shares 197,845 Est. Cost $129.22 Unrealized +12.8%
AFL AFLAC INC 1.8%
Value ($000) $33,190 Shares 432,446 Est. Cost $60.43 Unrealized +16.7%
NUE NUCOR CORP 1.7%
Value ($000) $30,267 Shares 193,586 Est. Cost $129.89 Unrealized +22.8%
ADM ARCHER DANIELS MIDLAND CO 1.6%
Value ($000) $29,761 Shares 394,610 Est. Cost $68.60 Unrealized +8.7%
ABT ABBOTT LABS 1.5%
Value ($000) $28,056 Shares 289,688 Est. Cost $102.81 Unrealized -2.3%
CAT CATERPILLAR INC 1.3%
Value ($000) $23,741 Shares 86,963 Est. Cost $216.79 Unrealized +20.6%
ABBV ABBVIE INC 1.3%
Value ($000) $23,731 Shares 159,206 Est. Cost $118.82 Unrealized +13.9%
EMR EMERSON ELEC CO 1.3%
Value ($000) $23,581 Shares 244,190 Est. Cost $84.95 Unrealized +7.3%
IBM INTERNATIONAL BUSINESS MACHS 1.3%
Value ($000) $23,539 Shares 167,779 Est. Cost $119.25 Unrealized +10.5%
GD GENERAL DYNAMICS CORP 1.3%
Value ($000) $23,381 Shares 105,813 Est. Cost $195.69 Unrealized +7.9%
WMT WALMART INC 1.2%
Value ($000) $22,739 Shares 142,178 Est. Cost $47.98 Unrealized +8.0%
WST WEST PHARMACEUTICAL SVSC INC 1.2%
Value ($000) $22,721 Shares 60,555 Est. Cost $344.57 Unrealized +11.5%
ADP AUTOMATIC DATA PROCESSING IN 1.2%
Value ($000) $22,713 Shares 94,410 Est. Cost $204.27 Unrealized +13.2%
CINF CINCINNATI FINL CORP 1.2%
Value ($000) $22,672 Shares 221,642 Est. Cost $96.00 Unrealized +2.4%
BRO BROWN & BROWN INC 1.2%
Value ($000) $22,428 Shares 321,127 Est. Cost $66.02 Unrealized +6.4%
CB CHUBB LIMITED 1.2%
Value ($000) $22,331 Shares 107,270 Est. Cost $180.59 Unrealized +9.0%
ROP ROPER TECHNOLOGIES INC 1.2%
Value ($000) $22,150 Shares 45,737 Est. Cost $451.01 Unrealized +7.0%
PNR PENTAIR PLC 1.2%
Value ($000) $22,147 Shares 342,042 Est. Cost $57.29 Unrealized +14.5%
LIN LINDE PLC 1.2%
Value ($000) $21,937 Shares 58,915 Est. Cost $344.05 Unrealized +7.3%
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $21,631 Shares 148,303 Est. Cost $136.24 Unrealized +5.8%
SHW SHERWIN WILLIAMS CO 1.2%
Value ($000) $21,599 Shares 84,687 Est. Cost $255.20 Unrealized +2.8%
HRL HORMEL FOODS CORP 1.2%
Value ($000) $21,388 Shares 562,385 Est. Cost $38.05 Unrealized -5.0%
APD AIR PRODS & CHEMS INC 1.2%
Value ($000) $21,352 Shares 75,341 Est. Cost $259.43 Unrealized +5.9%
CTAS CINTAS CORP 1.2%
Value ($000) $21,302 Shares 44,287 Est. Cost $104.93 Unrealized +16.3%
CHD CHURCH & DWIGHT CO INC 1.2%
Value ($000) $21,208 Shares 231,448 Est. Cost $91.22 Unrealized +2.1%
CAH CARDINAL HEALTH INC 1.2%
Value ($000) $21,039 Shares 243,671 Est. Cost $65.84 Unrealized +31.7%
CL COLGATE PALMOLIVE CO 1.1%
Value ($000) $21,030 Shares 295,734 Est. Cost $71.49 Unrealized -0.9%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $20,888 Shares 80,797 Est. Cost $240.75 Unrealized +7.3%
MMM 3M CO 1.1%
Value ($000) $20,854 Shares 222,755 Est. Cost $91.87 Unrealized -13.4%
DOV DOVER CORP 1.1%
Value ($000) $20,817 Shares 149,217 Est. Cost $136.93 Unrealized +2.5%
NDSN NORDSON CORP 1.1%
Value ($000) $20,676 Shares 92,646 Est. Cost $224.66 Unrealized +3.3%
GPC GENUINE PARTS CO 1.1%
Value ($000) $20,653 Shares 143,045 Est. Cost $130.77 Unrealized +10.5%
EXPD EXPEDITORS INTL WASH INC 1.1%
Value ($000) $20,642 Shares 180,074 Est. Cost $107.59 Unrealized +7.2%
AMCOR PLC 1.1%
Value ($000) $20,625 Shares 2,251,643 Est. Cost $9.23 Unrealized -5.5%
ITW ILLINOIS TOOL WKS INC 1.1%
Value ($000) $20,449 Shares 88,787 Est. Cost $211.07 Unrealized +9.0%
GWW GRAINGER W W INC 1.1%
Value ($000) $20,436 Shares 29,539 Est. Cost $537.44 Unrealized +31.8%
KO COCA COLA CO 1.1%
Value ($000) $20,319 Shares 362,969 Est. Cost $52.63 Unrealized +5.9%
ECL ECOLAB INC 1.1%
Value ($000) $20,271 Shares 119,666 Est. Cost $179.68 Unrealized -1.3%
LOW LOWES COS INC 1.1%
Value ($000) $20,160 Shares 96,997 Est. Cost $195.29 Unrealized +10.0%
MCD MCDONALDS CORP 1.1%
Value ($000) $20,154 Shares 76,505 Est. Cost $242.79 Unrealized +11.0%
KMB KIMBERLY-CLARK CORP 1.1%
Value ($000) $20,138 Shares 166,638 Est. Cost $116.70 Unrealized +0.9%
PEP PEPSICO INC 1.1%
Value ($000) $20,125 Shares 118,775 Est. Cost $152.10 Unrealized +9.9%
CHRW C H ROBINSON WORLDWIDE INC 1.1%
Value ($000) $20,074 Shares 233,068 Est. Cost $89.68 Unrealized -2.0%
AOS SMITH A O CORP 1.1%
Value ($000) $20,066 Shares 303,429 Est. Cost $62.56 Unrealized +8.8%
MDT MEDTRONIC PLC 1.1%
Value ($000) $20,049 Shares 255,859 Est. Cost $85.01 Unrealized -8.5%
FRT FEDERAL RLTY INVT TR NEW 1.1%
Value ($000) $20,045 Shares 221,176 Est. Cost $92.46 Unrealized -4.2%
SYY SYSCO CORP 1.1%
Value ($000) $19,953 Shares 302,087 Est. Cost $67.57 Unrealized -0.8%
ED CONSOLIDATED EDISON INC 1.1%
Value ($000) $19,938 Shares 233,111 Est. Cost $76.54 Unrealized +9.6%
ESS ESSEX PPTY TR INC 1.1%
Value ($000) $19,850 Shares 93,590 Est. Cost $219.50 Unrealized -2.7%
PPG PPG INDS INC 1.1%
Value ($000) $19,832 Shares 152,792 Est. Cost $131.66 Unrealized +1.0%
TROW PRICE T ROWE GROUP INC 1.1%
Value ($000) $19,767 Shares 188,493 Est. Cost $110.14 Unrealized -9.0%
SWK STANLEY BLACK & DECKER INC 1.1%
Value ($000) $19,660 Shares 235,221 Est. Cost $95.65 Unrealized -12.0%
ATO ATMOS ENERGY CORP 1.1%
Value ($000) $19,633 Shares 185,340 Est. Cost $99.82 Unrealized +10.2%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $19,593 Shares 53,620 Est. Cost $368.37 Unrealized +4.8%
CLX CLOROX CO DEL 1.1%
Value ($000) $19,475 Shares 148,598 Est. Cost $142.72 Unrealized -2.0%
MKC MCCORMICK & CO INC 1.1%
Value ($000) $19,458 Shares 257,242 Est. Cost $79.36 Unrealized -0.9%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $19,275 Shares 123,754 Est. Cost $147.88 Unrealized +3.7%
TGT TARGET CORP 1.0%
Value ($000) $19,165 Shares 173,331 Est. Cost $135.54 Unrealized -14.1%
BF/B BROWN FORMAN CORP 1.0%
Value ($000) $19,043 Shares 330,100 Est. Cost $63.73 Unrealized -1.2%
BEN FRANKLIN RESOURCES INC 1.0%
Value ($000) $19,010 Shares 773,373 Est. Cost $22.75 Unrealized +3.7%
SJM SMUCKER J M CO 1.0%
Value ($000) $18,481 Shares 150,366 Est. Cost $133.76 Unrealized -2.9%
ALB ALBEMARLE CORP 1.0%
Value ($000) $18,305 Shares 107,651 Est. Cost $186.45 Unrealized +2.6%
O REALTY INCOME CORP 1.0%
Value ($000) $17,956 Shares 359,557 Est. Cost $51.12 Unrealized -1.9%
WALGREENS BOOTS ALLIANCE INC 0.9%
Value ($000) $17,046 Shares 766,460 Est. Cost $30.01 Unrealized
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $17,007 Shares 296,866 Est. Cost $67.54 Unrealized -4.6%
STLD STEEL DYNAMICS INC 0.5%
Value ($000) $10,019 Shares 93,444 Est. Cost $100.82 Unrealized -0.4%
CF CF INDS HLDGS INC 0.5%
Value ($000) $9,603 Shares 112,005 Est. Cost $70.55 Unrealized +5.8%
HUM HUMANA INC 0.5%
Value ($000) $9,506 Shares 19,538 Est. Cost $475.31 Unrealized -3.9%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $9,455 Shares 65,200 Est. Cost $134.09 Unrealized +6.1%
CSCO CISCO SYS INC 0.5%
Value ($000) $9,448 Shares 175,751 Est. Cost $47.14 Unrealized +6.7%
CHRD CHORD ENERGY CORPORATION 0.5%
Value ($000) $9,448 Shares 58,298 Est. Cost $127.24 Unrealized +7.5%
MLI MUELLER INDS INC 0.5%
Value ($000) $9,382 Shares 124,822 Est. Cost $37.06 Unrealized +3.6%
LAM RESEARCH CORP 0.5%
Value ($000) $9,280 Shares 14,806 Est. Cost $609.74 Unrealized
RS RELIANCE STEEL & ALUMINUM CO 0.5%
Value ($000) $9,266 Shares 35,336 Est. Cost $258.21 Unrealized +7.4%
MGY MAGNOLIA OIL & GAS CORP 0.5%
Value ($000) $9,172 Shares 400,353 Est. Cost $21.56 Unrealized +3.7%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $9,144 Shares 57,508 Est. Cost $158.91 Unrealized -0.0%
BPOP POPULAR INC 0.5%
Value ($000) $9,106 Shares 144,514 Est. Cost $58.41 Unrealized +5.6%
ELV ELEVANCE HEALTH INC 0.5%
Value ($000) $9,063 Shares 20,814 Est. Cost $442.87 Unrealized -1.4%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $9,037 Shares 29,427 Est. Cost $287.29 Unrealized +5.9%
SNA SNAP ON INC 0.5%
Value ($000) $9,033 Shares 35,416 Est. Cost $243.80 Unrealized +4.1%
NTAP NETAPP INC 0.5%
Value ($000) $9,023 Shares 118,909 Est. Cost $67.15 Unrealized +9.4%
LEN LENNAR CORP 0.5%
Value ($000) $8,994 Shares 80,137 Est. Cost $106.95 Unrealized +6.1%
EQH EQUITABLE HLDGS INC 0.5%
Value ($000) $8,980 Shares 316,299 Est. Cost $25.51 Unrealized +4.7%
PFE PFIZER INC 0.5%
Value ($000) $8,978 Shares 270,660 Est. Cost $32.36 Unrealized -5.5%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $8,973 Shares 131,891 Est. Cost $63.61 Unrealized +4.2%
CIVI CIVITAS RESOURCES INC 0.5%
Value ($000) $8,961 Shares 110,809 Est. Cost $57.51 Unrealized +11.7%
MSFT MICROSOFT CORP 0.5%
Value ($000) $8,948 Shares 28,340 Est. Cost $304.54 Unrealized +6.6%
HBAN HUNTINGTON BANCSHARES INC 0.5%
Value ($000) $8,938 Shares 859,462 Est. Cost $10.15 Unrealized -0.6%
PNC PNC FINL SVCS GROUP INC 0.5%
Value ($000) $8,936 Shares 72,783 Est. Cost $116.10 Unrealized -0.9%
COP CONOCOPHILLIPS 0.5%
Value ($000) $8,916 Shares 74,420 Est. Cost $99.88 Unrealized +8.0%
MTG MGIC INVT CORP WIS 0.5%
Value ($000) $8,910 Shares 533,841 Est. Cost $15.33 Unrealized +10.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value ($000) $8,900 Shares 131,383 Est. Cost $61.95 Unrealized +7.2%
DISCOVER FINL SVCS 0.5%
Value ($000) $8,877 Shares 102,470 Est. Cost $97.40 Unrealized
OMC OMNICOM GROUP INC 0.5%
Value ($000) $8,875 Shares 119,157 Est. Cost $78.85 Unrealized -3.8%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $8,816 Shares 22,267 Est. Cost $375.97 Unrealized +5.4%
CFG CITIZENS FINL GROUP INC 0.5%
Value ($000) $8,815 Shares 328,902 Est. Cost $26.32 Unrealized -2.1%
RF REGIONS FINANCIAL CORP NEW 0.5%
Value ($000) $8,807 Shares 512,040 Est. Cost $16.70 Unrealized +1.5%
V VISA INC 0.5%
Value ($000) $8,800 Shares 38,261 Est. Cost $227.11 Unrealized +4.0%
CMA COMERICA INC 0.5%
Value ($000) $8,797 Shares 211,725 Est. Cost $40.91 Unrealized +2.6%
BAC BANK AMERICA CORP 0.5%
Value ($000) $8,730 Shares 318,855 Est. Cost $27.79 Unrealized +0.1%
LPX LOUISIANA PAC CORP 0.5%
Value ($000) $8,697 Shares 157,347 Est. Cost $63.47 Unrealized +3.4%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $8,688 Shares 26,850 Est. Cost $313.60 Unrealized +0.6%
SYF SYNCHRONY FINANCIAL 0.5%
Value ($000) $8,670 Shares 283,625 Est. Cost $30.51 Unrealized +3.7%
PFG PRINCIPAL FINANCIAL GROUP IN 0.5%
Value ($000) $8,639 Shares 119,867 Est. Cost $69.54 Unrealized +2.2%
INTERPUBLIC GROUP COS INC 0.5%
Value ($000) $8,600 Shares 300,077 Est. Cost $31.44 Unrealized -3.7%
COF CAPITAL ONE FINL CORP 0.5%
Value ($000) $8,544 Shares 88,033 Est. Cost $99.52 Unrealized +3.5%
MS MORGAN STANLEY 0.5%
Value ($000) $8,495 Shares 104,017 Est. Cost $79.85 Unrealized +0.5%
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $8,494 Shares 227,780 Est. Cost $37.96 Unrealized +2.8%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $8,378 Shares 56,158 Est. Cost $157.20 Unrealized +1.1%
KVUE KENVUE INC 0.1%
Value ($000) $1,407 Shares 70,085 Est. Cost $21.04 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,120 Shares 5,379 Est. Cost $120.35 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $621 Shares 2,310 Est. Cost $222.26 Unrealized +4.3%
DOW DOW INC 0.0%
Value ($000) $565 Shares 10,953 Est. Cost $45.70 Unrealized +1.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $553 Shares 17,054 Est. Cost $30.02 Unrealized -3.4%
INTC INTEL CORP 0.0%
Value ($000) $533 Shares 14,999 Est. Cost $31.83 Unrealized +7.5%