CBOE Vest Financial, LLC Diversified Active

CIK: 0001709632 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value ($000): $734,550 (100.0% shares, 0.0% debt)

Holdings (110)

WST WEST PHARMACEUTICAL SVSC INC 1.8%
Value ($000) $13,581 Shares 39,198 Est. Cost $310.56 Unrealized -6.6%
GWW GRAINGER W W INC 1.7%
Value ($000) $12,219 Shares 17,739 Est. Cost $424.04 Unrealized +46.6%
NUE NUCOR CORP 1.6%
Value ($000) $11,602 Shares 75,107 Est. Cost $92.81 Unrealized +64.1%
AOS SMITH A O CORP 1.6%
Value ($000) $11,541 Shares 166,904 Est. Cost $58.21 Unrealized +6.1%
CLX CLOROX CO DEL 1.5%
Value ($000) $11,366 Shares 71,826 Est. Cost $145.61 Unrealized -6.4%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $11,239 Shares 102,491 Est. Cost $52.40 Unrealized +91.2%
PNR PENTAIR PLC 1.5%
Value ($000) $11,109 Shares 200,993 Est. Cost $52.51 Unrealized -2.2%
LIN LINDE PLC 1.5%
Value ($000) $10,952 Shares 30,813 Est. Cost $322.30 Unrealized 0.0%
ABBV ABBVIE INC 1.5%
Value ($000) $10,927 Shares 68,563 Est. Cost $97.14 Unrealized +42.2%
ECL ECOLAB INC 1.5%
Value ($000) $10,908 Shares 65,895 Est. Cost $182.57 Unrealized -17.3%
ADM ARCHER DANIELS MIDLAND CO 1.5%
Value ($000) $10,852 Shares 136,230 Est. Cost $60.42 Unrealized +23.1%
CHD CHURCH & DWIGHT CO INC 1.5%
Value ($000) $10,823 Shares 122,414 Est. Cost $89.67 Unrealized -10.0%
PEP PEPSICO INC 1.5%
Value ($000) $10,815 Shares 59,324 Est. Cost $136.67 Unrealized +16.1%
CINF CINCINNATI FINL CORP 1.5%
Value ($000) $10,758 Shares 95,981 Est. Cost $93.28 Unrealized +13.0%
ITW ILLINOIS TOOL WKS INC 1.5%
Value ($000) $10,749 Shares 44,151 Est. Cost $193.54 Unrealized +12.5%
DOV DOVER CORP 1.5%
Value ($000) $10,743 Shares 70,708 Est. Cost $133.42 Unrealized +6.2%
MKC MCCORMICK & CO INC 1.5%
Value ($000) $10,720 Shares 128,830 Est. Cost $79.46 Unrealized -10.5%
SJM SMUCKER J M CO 1.5%
Value ($000) $10,652 Shares 67,687 Est. Cost $137.05 Unrealized 0.0%
CTAS CINTAS CORP 1.4%
Value ($000) $10,642 Shares 23,001 Est. Cost $90.17 Unrealized +19.2%
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $10,617 Shares 71,401 Est. Cost $128.02 Unrealized +4.0%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $10,582 Shares 64,857 Est. Cost $96.92 Unrealized +53.2%
ABT ABBOTT LABS 1.4%
Value ($000) $10,520 Shares 103,894 Est. Cost $106.52 Unrealized -6.1%
MCD MCDONALDS CORP 1.4%
Value ($000) $10,504 Shares 37,565 Est. Cost $214.73 Unrealized +16.7%
WMT WALMART INC 1.4%
Value ($000) $10,440 Shares 70,802 Est. Cost $44.51 Unrealized +2.9%
AFL AFLAC INC 1.4%
Value ($000) $10,395 Shares 161,119 Est. Cost $47.78 Unrealized +34.5%
KO COCA COLA CO 1.4%
Value ($000) $10,374 Shares 167,235 Est. Cost $48.78 Unrealized +13.6%
PPG PPG INDS INC 1.4%
Value ($000) $10,328 Shares 77,316 Est. Cost $130.44 Unrealized -7.2%
ED CONSOLIDATED EDISON INC 1.4%
Value ($000) $10,301 Shares 107,667 Est. Cost $67.49 Unrealized +25.7%
EXPD EXPEDITORS INTL WASH INC 1.4%
Value ($000) $10,291 Shares 93,456 Est. Cost $101.23 Unrealized +3.5%
TGT TARGET CORP 1.4%
Value ($000) $10,255 Shares 61,914 Est. Cost $166.06 Unrealized -10.5%
GPC GENUINE PARTS CO 1.4%
Value ($000) $10,240 Shares 61,206 Est. Cost $111.19 Unrealized +39.4%
CAH CARDINAL HEALTH INC 1.4%
Value ($000) $10,214 Shares 135,284 Est. Cost $49.84 Unrealized +43.5%
BDX BECTON DICKINSON & CO 1.4%
Value ($000) $10,200 Shares 41,204 Est. Cost $225.94 Unrealized +2.8%
CHRW C H ROBINSON WORLDWIDE INC 1.4%
Value ($000) $10,155 Shares 102,190 Est. Cost $91.50 Unrealized 0.0%
MDT MEDTRONIC PLC 1.4%
Value ($000) $10,104 Shares 125,323 Est. Cost $92.33 Unrealized -19.3%
KMB KIMBERLY-CLARK CORP 1.4%
Value ($000) $10,095 Shares 75,214 Est. Cost $114.31 Unrealized +1.7%
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $10,021 Shares 133,342 Est. Cost $71.88 Unrealized -3.2%
SYY SYSCO CORP 1.4%
Value ($000) $10,012 Shares 129,639 Est. Cost $67.92 Unrealized +4.1%
ROP ROPER TECHNOLOGIES INC 1.4%
Value ($000) $10,001 Shares 22,695 Est. Cost $425.93 Unrealized -0.4%
ATO ATMOS ENERGY CORP 1.3%
Value ($000) $9,907 Shares 88,168 Est. Cost $88.89 Unrealized +19.1%
BRO BROWN & BROWN INC 1.3%
Value ($000) $9,904 Shares 172,475 Est. Cost $63.41 Unrealized -11.0%
EMR EMERSON ELEC CO 1.3%
Value ($000) $9,861 Shares 113,166 Est. Cost $80.59 Unrealized +2.5%
AMCOR PLC 1.3%
Value ($000) $9,816 Shares 862,524 Est. Cost $9.88 Unrealized +2.6%
GD GENERAL DYNAMICS CORP 1.3%
Value ($000) $9,815 Shares 43,008 Est. Cost $174.67 Unrealized +24.7%
LOW LOWES COS INC 1.3%
Value ($000) $9,810 Shares 49,058 Est. Cost $179.03 Unrealized +7.4%
WALGREENS BOOTS ALLIANCE INC 1.3%
Value ($000) $9,754 Shares 282,062 Est. Cost $41.70 Unrealized
TROW PRICE T ROWE GROUP INC 1.3%
Value ($000) $9,731 Shares 86,194 Est. Cost $122.82 Unrealized -19.0%
BF/B BROWN FORMAN CORP 1.3%
Value ($000) $9,690 Shares 150,774 Est. Cost $65.28 Unrealized -6.4%
ESS ESSEX PPTY TR INC 1.3%
Value ($000) $9,689 Shares 46,329 Est. Cost $229.23 Unrealized -14.2%
O REALTY INCOME CORP 1.3%
Value ($000) $9,556 Shares 150,909 Est. Cost $51.75 Unrealized +6.5%
SPGI S&P GLOBAL INC 1.3%
Value ($000) $9,494 Shares 27,538 Est. Cost $358.54 Unrealized -4.1%
ADP AUTOMATIC DATA PROCESSING IN 1.3%
Value ($000) $9,427 Shares 42,342 Est. Cost $180.38 Unrealized +17.2%
IBM INTERNATIONAL BUSINESS MACHS 1.3%
Value ($000) $9,382 Shares 71,568 Est. Cost $107.41 Unrealized +12.4%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $9,325 Shares 60,163 Est. Cost $143.19 Unrealized +3.3%
SWK STANLEY BLACK & DECKER INC 1.3%
Value ($000) $9,311 Shares 115,555 Est. Cost $110.26 Unrealized -32.0%
NEE NEXTERA ENERGY INC 1.3%
Value ($000) $9,303 Shares 120,691 Est. Cost $70.55 Unrealized +0.1%
NDSN NORDSON CORP 1.3%
Value ($000) $9,283 Shares 41,766 Est. Cost $220.62 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $9,282 Shares 32,317 Est. Cost $241.56 Unrealized +11.8%
MMM 3M CO 1.3%
Value ($000) $9,255 Shares 88,053 Est. Cost $111.40 Unrealized -23.8%
SHW SHERWIN WILLIAMS CO 1.2%
Value ($000) $9,128 Shares 40,609 Est. Cost $255.75 Unrealized -12.8%
BEN FRANKLIN RESOURCES INC 1.2%
Value ($000) $9,114 Shares 338,324 Est. Cost $22.10 Unrealized +12.7%
FRT FEDERAL RLTY INVT TR NEW 1.2%
Value ($000) $9,075 Shares 91,821 Est. Cost $99.65 Unrealized -7.6%
HRL HORMEL FOODS CORP 1.2%
Value ($000) $9,054 Shares 227,041 Est. Cost $40.73 Unrealized -4.0%
CAT CATERPILLAR INC 1.2%
Value ($000) $8,995 Shares 39,307 Est. Cost $181.30 Unrealized +27.2%
CB CHUBB LIMITED 1.2%
Value ($000) $8,611 Shares 44,344 Est. Cost $159.93 Unrealized +26.8%
ALB ALBEMARLE CORP 1.2%
Value ($000) $8,459 Shares 38,271 Est. Cost $173.85 Unrealized +35.6%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,543 Shares 5,398 Est. Cost $261.35 Unrealized 0.0%
BPOP POPULAR INC 0.2%
Value ($000) $1,525 Shares 26,566 Est. Cost $59.53 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $1,525 Shares 37,280 Est. Cost $38.26 Unrealized +4.5%
MGY MAGNOLIA OIL & GAS CORP 0.2%
Value ($000) $1,505 Shares 68,776 Est. Cost $22.20 Unrealized 0.0%
CHRD CHORD ENERGY CORPORATION 0.2%
Value ($000) $1,497 Shares 11,119 Est. Cost $112.51 Unrealized 0.0%
CIVI CIVITAS RESOURCES INC 0.2%
Value ($000) $1,496 Shares 21,889 Est. Cost $50.71 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.2%
Value ($000) $1,490 Shares 40,019 Est. Cost $30.73 Unrealized +4.4%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,477 Shares 15,657 Est. Cost $76.07 Unrealized +5.7%
STLD STEEL DYNAMICS INC 0.2%
Value ($000) $1,469 Shares 12,992 Est. Cost $111.23 Unrealized 0.0%
MTG MGIC INVT CORP WIS 0.2%
Value ($000) $1,463 Shares 109,009 Est. Cost $13.47 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $1,462 Shares 130,499 Est. Cost $12.16 Unrealized 0.0%
EQH EQUITABLE HLDGS INC 0.2%
Value ($000) $1,459 Shares 57,467 Est. Cost $27.44 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,455 Shares 4,447 Est. Cost $323.13 Unrealized +0.2%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $1,446 Shares 15,036 Est. Cost $97.84 Unrealized +1.9%
DISCOVER FINL SVCS 0.2%
Value ($000) $1,446 Shares 14,628 Est. Cost $98.57 Unrealized
RS RELIANCE STEEL & ALUMINUM CO 0.2%
Value ($000) $1,441 Shares 5,611 Est. Cost $235.54 Unrealized 0.0%
SNA SNAP ON INC 0.2%
Value ($000) $1,438 Shares 5,826 Est. Cost $221.03 Unrealized +2.4%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,437 Shares 23,816 Est. Cost $57.76 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.2%
Value ($000) $1,432 Shares 19,272 Est. Cost $76.24 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,429 Shares 7,683 Est. Cost $158.60 Unrealized +1.7%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,423 Shares 8,624 Est. Cost $154.70 Unrealized +3.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value ($000) $1,422 Shares 23,346 Est. Cost $58.54 Unrealized +2.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,418 Shares 14,295 Est. Cost $99.49 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value ($000) $1,408 Shares 16,033 Est. Cost $82.63 Unrealized +2.6%
LAM RESEARCH CORP 0.2%
Value ($000) $1,407 Shares 2,655 Est. Cost $494.71 Unrealized
MLI MUELLER INDS INC 0.2%
Value ($000) $1,407 Shares 19,150 Est. Cost $33.57 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,406 Shares 26,902 Est. Cost $43.85 Unrealized +2.3%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,403 Shares 3,860 Est. Cost $347.77 Unrealized +2.8%
NTAP NETAPP INC 0.2%
Value ($000) $1,402 Shares 21,952 Est. Cost $60.52 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $1,401 Shares 75,482 Est. Cost $18.99 Unrealized +0.3%
V VISA INC 0.2%
Value ($000) $1,400 Shares 6,211 Est. Cost $211.69 Unrealized +2.9%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,398 Shares 10,727 Est. Cost $125.29 Unrealized +2.3%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,393 Shares 4,832 Est. Cost $244.52 Unrealized +2.0%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,388 Shares 48,517 Est. Cost $30.86 Unrealized -0.9%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $1,387 Shares 10,913 Est. Cost $134.62 Unrealized 0.0%
CF CF INDS HLDGS INC 0.2%
Value ($000) $1,379 Shares 19,024 Est. Cost $76.41 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $1,377 Shares 47,368 Est. Cost $31.55 Unrealized -0.3%
PFE PFIZER INC 0.2%
Value ($000) $1,373 Shares 33,653 Est. Cost $37.35 Unrealized -2.1%
LEN LENNAR CORP 0.2%
Value ($000) $1,371 Shares 13,044 Est. Cost $92.73 Unrealized 0.0%
LPX LOUISIANA PAC CORP 0.2%
Value ($000) $1,345 Shares 24,815 Est. Cost $60.63 Unrealized +0.9%
CMA COMERICA INC 0.2%
Value ($000) $1,343 Shares 30,937 Est. Cost $54.87 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $1,340 Shares 2,915 Est. Cost $462.78 Unrealized -1.6%
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $1,327 Shares 43,705 Est. Cost $34.27 Unrealized +0.3%
HUM HUMANA INC 0.2%
Value ($000) $1,322 Shares 2,724 Est. Cost $486.61 Unrealized -1.7%