CBOE Vest Financial, LLC Diversified Active

CIK: 0001709632 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 13, 2023

Total Value ($000): $640,652 (100.0% shares, 0.0% debt)

Holdings (110)

APD AIR PRODS & CHEMS INC 1.8%
Value ($000) $11,550 Shares 37,469 Est. Cost $241.56 Unrealized +7.4%
CAT CATERPILLAR INC 1.8%
Value ($000) $11,445 Shares 47,775 Est. Cost $181.30 Unrealized +13.9%
AFL AFLAC INC 1.7%
Value ($000) $11,021 Shares 153,193 Est. Cost $46.93 Unrealized +33.2%
LINDE PLC 1.7%
Value ($000) $10,719 Shares 32,861 Est. Cost $293.71 Unrealized
KMB KIMBERLY-CLARK CORP 1.7%
Value ($000) $10,709 Shares 78,884 Est. Cost $114.31 Unrealized -1.4%
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $10,707 Shares 70,646 Est. Cost $127.96 Unrealized +1.4%
ROP ROPER TECHNOLOGIES INC 1.7%
Value ($000) $10,594 Shares 24,519 Est. Cost $425.93 Unrealized -5.2%
BEN FRANKLIN RESOURCES INC 1.6%
Value ($000) $10,565 Shares 400,502 Est. Cost $22.10 Unrealized -5.3%
NEE NEXTERA ENERGY INC 1.6%
Value ($000) $10,427 Shares 124,720 Est. Cost $70.55 Unrealized +4.6%
BDX BECTON DICKINSON & CO 1.6%
Value ($000) $10,320 Shares 40,583 Est. Cost $225.84 Unrealized -1.2%
EMR EMERSON ELEC CO 1.6%
Value ($000) $10,302 Shares 107,245 Est. Cost $80.48 Unrealized +5.0%
AOS SMITH A O CORP 1.6%
Value ($000) $10,298 Shares 179,911 Est. Cost $58.21 Unrealized -9.2%
ED CONSOLIDATED EDISON INC 1.6%
Value ($000) $10,285 Shares 107,916 Est. Cost $67.49 Unrealized +21.0%
PPG PPG INDS INC 1.6%
Value ($000) $10,265 Shares 81,639 Est. Cost $130.44 Unrealized -12.2%
ABT ABBOTT LABS 1.6%
Value ($000) $10,209 Shares 92,984 Est. Cost $107.28 Unrealized -9.0%
SHW SHERWIN WILLIAMS CO 1.6%
Value ($000) $10,206 Shares 43,004 Est. Cost $255.75 Unrealized -12.1%
SPGI S&P GLOBAL INC 1.6%
Value ($000) $10,191 Shares 30,425 Est. Cost $358.54 Unrealized -10.4%
MKC MCCORMICK & CO INC 1.6%
Value ($000) $10,169 Shares 122,677 Est. Cost $79.88 Unrealized -6.3%
CTAS CINTAS CORP 1.6%
Value ($000) $10,158 Shares 22,492 Est. Cost $89.78 Unrealized +17.2%
EXPD EXPEDITORS INTL WASH INC 1.6%
Value ($000) $10,145 Shares 97,623 Est. Cost $101.23 Unrealized -2.1%
ATO ATMOS ENERGY CORP 1.6%
Value ($000) $10,106 Shares 90,177 Est. Cost $88.89 Unrealized +14.4%
KO COCA COLA CO 1.6%
Value ($000) $10,098 Shares 158,754 Est. Cost $48.42 Unrealized +13.4%
PNR PENTAIR PLC 1.6%
Value ($000) $10,081 Shares 224,115 Est. Cost $52.51 Unrealized -20.3%
CL COLGATE PALMOLIVE CO 1.6%
Value ($000) $9,999 Shares 126,901 Est. Cost $71.99 Unrealized -3.1%
FRT FEDERAL RLTY INVT TR NEW 1.6%
Value ($000) $9,940 Shares 98,379 Est. Cost $99.65 Unrealized -11.7%
CHD CHURCH & DWIGHT CO INC 1.6%
Value ($000) $9,933 Shares 123,223 Est. Cost $89.67 Unrealized -17.5%
CB CHUBB LIMITED 1.5%
Value ($000) $9,913 Shares 44,938 Est. Cost $159.93 Unrealized +25.0%
ADM ARCHER DANIELS MIDLAND CO 1.5%
Value ($000) $9,886 Shares 106,477 Est. Cost $56.52 Unrealized +48.0%
WALGREENS BOOTS ALLIANCE INC 1.5%
Value ($000) $9,843 Shares 263,461 Est. Cost $42.21 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $9,824 Shares 55,613 Est. Cost $142.81 Unrealized +10.0%
O REALTY INCOME CORP 1.5%
Value ($000) $9,824 Shares 154,879 Est. Cost $51.75 Unrealized +0.9%
DOV DOVER CORP 1.5%
Value ($000) $9,810 Shares 72,450 Est. Cost $133.42 Unrealized -4.2%
ABBV ABBVIE INC 1.5%
Value ($000) $9,789 Shares 60,570 Est. Cost $91.73 Unrealized +49.6%
CINF CINCINNATI FINL CORP 1.5%
Value ($000) $9,770 Shares 95,418 Est. Cost $93.28 Unrealized +1.7%
LOW LOWES COS INC 1.5%
Value ($000) $9,706 Shares 48,715 Est. Cost $179.03 Unrealized +5.1%
ITW ILLINOIS TOOL WKS INC 1.5%
Value ($000) $9,704 Shares 45,519 Est. Cost $193.54 Unrealized +2.0%
GWW GRAINGER W W INC 1.5%
Value ($000) $9,681 Shares 17,404 Est. Cost $420.24 Unrealized +30.5%
AMCOR PLC 1.5%
Value ($000) $9,633 Shares 808,800 Est. Cost $9.87 Unrealized +3.6%
TROW PRICE T ROWE GROUP INC 1.5%
Value ($000) $9,547 Shares 87,543 Est. Cost $122.82 Unrealized -20.6%
CAH CARDINAL HEALTH INC 1.5%
Value ($000) $9,520 Shares 123,841 Est. Cost $47.84 Unrealized +49.6%
CVX CHEVRON CORP NEW 1.5%
Value ($000) $9,475 Shares 52,790 Est. Cost $85.14 Unrealized +80.0%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $9,457 Shares 85,736 Est. Cost $43.06 Unrealized +123.6%
MCD MCDONALDS CORP 1.5%
Value ($000) $9,433 Shares 35,796 Est. Cost $212.96 Unrealized +15.2%
BF/B BROWN FORMAN CORP 1.5%
Value ($000) $9,311 Shares 141,763 Est. Cost $65.54 Unrealized -2.9%
GPC GENUINE PARTS CO 1.5%
Value ($000) $9,298 Shares 53,588 Est. Cost $104.97 Unrealized +51.6%
WMT WALMART INC 1.5%
Value ($000) $9,295 Shares 65,558 Est. Cost $44.41 Unrealized +2.8%
PEP PEPSICO INC 1.5%
Value ($000) $9,293 Shares 51,438 Est. Cost $133.29 Unrealized +20.7%
MMM 3M CO 1.4%
Value ($000) $9,258 Shares 77,204 Est. Cost $115.13 Unrealized -21.2%
CLX CLOROX CO DEL 1.4%
Value ($000) $9,257 Shares 65,965 Est. Cost $146.44 Unrealized -12.7%
HRL HORMEL FOODS CORP 1.4%
Value ($000) $9,220 Shares 202,423 Est. Cost $40.93 Unrealized +2.4%
ADP AUTOMATIC DATA PROCESSING IN 1.4%
Value ($000) $9,215 Shares 38,577 Est. Cost $177.35 Unrealized +29.1%
GD GENERAL DYNAMICS CORP 1.4%
Value ($000) $9,177 Shares 36,986 Est. Cost $167.65 Unrealized +36.5%
WST WEST PHARMACEUTICAL SVSC INC 1.4%
Value ($000) $9,091 Shares 38,626 Est. Cost $310.87 Unrealized -24.4%
VFC V F CORP 1.4%
Value ($000) $9,057 Shares 328,049 Est. Cost $50.17 Unrealized -41.4%
SWK STANLEY BLACK & DECKER INC 1.4%
Value ($000) $9,041 Shares 120,351 Est. Cost $110.26 Unrealized -37.5%
ECL ECOLAB INC 1.4%
Value ($000) $8,963 Shares 61,575 Est. Cost $184.79 Unrealized -23.3%
NUE NUCOR CORP 1.4%
Value ($000) $8,940 Shares 67,826 Est. Cost $86.43 Unrealized +50.0%
INTC INTEL CORP 1.4%
Value ($000) $8,855 Shares 14,093 Est. Cost $26.65 Unrealized 0.0%
SYY SYSCO CORP 1.3%
Value ($000) $8,572 Shares 112,127 Est. Cost $67.49 Unrealized +9.5%
ESS ESSEX PPTY TR INC 1.3%
Value ($000) $8,508 Shares 40,149 Est. Cost $234.24 Unrealized -17.7%
TGT TARGET CORP 1.3%
Value ($000) $8,418 Shares 56,479 Est. Cost $167.74 Unrealized -16.0%
MDT MEDTRONIC PLC 1.3%
Value ($000) $8,367 Shares 107,658 Est. Cost $95.26 Unrealized -22.9%
BRO BROWN & BROWN INC 1.3%
Value ($000) $8,254 Shares 144,886 Est. Cost $64.74 Unrealized -11.5%
ALB ALBEMARLE CORP 1.1%
Value ($000) $7,325 Shares 33,779 Est. Cost $165.62 Unrealized +53.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,546 Shares 68,878 Est. Cost $106.89 Unrealized +15.1%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $401 Shares 4,918 Est. Cost $66.68 Unrealized 0.0%
KEY KEYCORP 0.1%
Value ($000) $398 Shares 22,826 Est. Cost $14.79 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $397 Shares 18,434 Est. Cost $18.80 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $396 Shares 11,968 Est. Cost $31.71 Unrealized 0.0%
PIONEER NAT RES CO 0.1%
Value ($000) $396 Shares 1,732 Est. Cost $228.39 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $393 Shares 2,933 Est. Cost $117.65 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $393 Shares 9,001 Est. Cost $36.71 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $392 Shares 2,893 Est. Cost $121.42 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $391 Shares 4,211 Est. Cost $93.09 Unrealized 0.0%
EOG EOG RES INC 0.1%
Value ($000) $391 Shares 3,017 Est. Cost $117.82 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $390 Shares 6,828 Est. Cost $55.69 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $390 Shares 3,397 Est. Cost $56.59 Unrealized 0.0%
CMI CUMMINS INC 0.1%
Value ($000) $390 Shares 1,609 Est. Cost $220.78 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $390 Shares 9,898 Est. Cost $33.92 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $389 Shares 11,687 Est. Cost $27.45 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $388 Shares 756 Est. Cost $484.45 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $387 Shares 10,283 Est. Cost $31.86 Unrealized 0.0%
HUM HUMANA INC 0.1%
Value ($000) $386 Shares 754 Est. Cost $507.93 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $386 Shares 3,876 Est. Cost $86.71 Unrealized 0.0%
SNA SNAP ON INC 0.1%
Value ($000) $384 Shares 1,680 Est. Cost $208.11 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $384 Shares 724 Est. Cost $500.41 Unrealized 0.0%
HUN HUNTSMAN CORP 0.1%
Value ($000) $384 Shares 13,964 Est. Cost $27.20 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $383 Shares 2,593 Est. Cost $142.37 Unrealized 0.0%
DISCOVER FINL SVCS 0.1%
Value ($000) $383 Shares 3,916 Est. Cost $97.83 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $383 Shares 4,773 Est. Cost $63.23 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $381 Shares 1,097 Est. Cost $323.40 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $381 Shares 1,834 Est. Cost $196.98 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $378 Shares 7,381 Est. Cost $40.19 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $378 Shares 7,935 Est. Cost $41.47 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $376 Shares 1,096 Est. Cost $321.54 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $376 Shares 9,891 Est. Cost $33.48 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $375 Shares 11,424 Est. Cost $31.88 Unrealized 0.0%
CTVA CORTEVA INC 0.1%
Value ($000) $373 Shares 6,347 Est. Cost $61.14 Unrealized 0.0%
PHM PULTE GROUP INC 0.1%
Value ($000) $373 Shares 8,193 Est. Cost $41.03 Unrealized 0.0%
JEF JEFFERIES FINL GROUP INC 0.1%
Value ($000) $372 Shares 10,852 Est. Cost $30.12 Unrealized 0.0%
MSFT MICROSOFT CORP 0.1%
Value ($000) $371 Shares 1,549 Est. Cost $234.05 Unrealized 0.0%
KLAC KLA CORP 0.1%
Value ($000) $371 Shares 985 Est. Cost $337.92 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $371 Shares 4,368 Est. Cost $76.80 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $370 Shares 2,237 Est. Cost $151.91 Unrealized 0.0%
AAPL APPLE INC 0.1%
Value ($000) $367 Shares 2,821 Est. Cost $140.70 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $364 Shares 3,312 Est. Cost $108.85 Unrealized 0.0%
LPX LOUISIANA PAC CORP 0.1%
Value ($000) $363 Shares 6,134 Est. Cost $58.96 Unrealized 0.0%
LAM RESEARCH CORP 0.1%
Value ($000) $360 Shares 856 Est. Cost $420.30 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $353 Shares 3,622 Est. Cost $93.28 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $335 Shares 2,289 Est. Cost $14.65 Unrealized 0.0%