CBOE Vest Financial, LLC Diversified Active

CIK: 0001709632 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 28, 2023

Total Value ($000): $1,074,284 (100.0% shares, 0.0% debt)

Holdings (114)

NUE NUCOR CORP 1.7%
Value ($000) $18,354 Shares 112,663 Est. Cost $108.63 Unrealized +29.1%
AFL AFLAC INC 1.7%
Value ($000) $17,836 Shares 257,252 Est. Cost $53.55 Unrealized +18.1%
ABT ABBOTT LABS 1.6%
Value ($000) $17,103 Shares 157,904 Est. Cost $104.79 Unrealized -3.2%
CVX CHEVRON CORP NEW 1.5%
Value ($000) $16,604 Shares 106,182 Est. Cost $114.95 Unrealized +24.6%
ADM ARCHER DANIELS MIDLAND CO 1.5%
Value ($000) $16,415 Shares 218,649 Est. Cost $63.77 Unrealized +8.7%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $16,350 Shares 153,404 Est. Cost $68.07 Unrealized +46.3%
ALB ALBEMARLE CORP 1.4%
Value ($000) $15,312 Shares 69,299 Est. Cost $183.78 Unrealized +6.7%
PNR PENTAIR PLC 1.3%
Value ($000) $14,255 Shares 222,845 Est. Cost $52.84 Unrealized +5.8%
CAH CARDINAL HEALTH INC 1.3%
Value ($000) $14,155 Shares 151,147 Est. Cost $53.07 Unrealized +51.9%
GWW GRAINGER W W INC 1.3%
Value ($000) $14,014 Shares 17,945 Est. Cost $426.90 Unrealized +57.7%
SWK STANLEY BLACK & DECKER INC 1.3%
Value ($000) $13,724 Shares 147,914 Est. Cost $102.43 Unrealized -27.3%
SPGI S&P GLOBAL INC 1.3%
Value ($000) $13,556 Shares 34,153 Est. Cost $358.39 Unrealized -0.2%
NDSN NORDSON CORP 1.3%
Value ($000) $13,430 Shares 54,640 Est. Cost $219.45 Unrealized -1.7%
SHW SHERWIN WILLIAMS CO 1.2%
Value ($000) $13,395 Shares 50,945 Est. Cost $250.54 Unrealized -8.2%
ECL ECOLAB INC 1.2%
Value ($000) $13,346 Shares 72,192 Est. Cost $181.24 Unrealized -7.7%
BRO BROWN & BROWN INC 1.2%
Value ($000) $13,342 Shares 195,734 Est. Cost $63.31 Unrealized -1.2%
CAT CATERPILLAR INC 1.2%
Value ($000) $13,327 Shares 54,694 Est. Cost $190.43 Unrealized +12.3%
ESS ESSEX PPTY TR INC 1.2%
Value ($000) $13,162 Shares 56,716 Est. Cost $223.35 Unrealized -11.7%
CHD CHURCH & DWIGHT CO INC 1.2%
Value ($000) $13,100 Shares 131,988 Est. Cost $89.79 Unrealized +1.7%
EXPD EXPEDITORS INTL WASH INC 1.2%
Value ($000) $12,987 Shares 108,266 Est. Cost $102.42 Unrealized +7.3%
CTAS CINTAS CORP 1.2%
Value ($000) $12,983 Shares 26,373 Est. Cost $93.31 Unrealized +22.9%
IBM INTERNATIONAL BUSINESS MACHS 1.2%
Value ($000) $12,922 Shares 97,503 Est. Cost $110.24 Unrealized +7.1%
ROP ROPER TECHNOLOGIES INC 1.2%
Value ($000) $12,859 Shares 27,011 Est. Cost $429.03 Unrealized +3.8%
MKC MCCORMICK & CO INC 1.2%
Value ($000) $12,855 Shares 148,763 Est. Cost $79.91 Unrealized +3.6%
LOW LOWES COS INC 1.2%
Value ($000) $12,827 Shares 57,384 Est. Cost $181.75 Unrealized +8.8%
EMR EMERSON ELEC CO 1.2%
Value ($000) $12,727 Shares 142,155 Est. Cost $80.48 Unrealized -0.5%
ITW ILLINOIS TOOL WKS INC 1.2%
Value ($000) $12,710 Shares 51,301 Est. Cost $197.18 Unrealized +11.4%
AOS SMITH A O CORP 1.2%
Value ($000) $12,665 Shares 175,708 Est. Cost $58.57 Unrealized +11.6%
WMT WALMART INC 1.2%
Value ($000) $12,536 Shares 80,537 Est. Cost $45.05 Unrealized +8.7%
BF/B BROWN FORMAN CORP 1.2%
Value ($000) $12,439 Shares 188,114 Est. Cost $64.31 Unrealized -6.1%
PPG PPG INDS INC 1.2%
Value ($000) $12,375 Shares 84,268 Est. Cost $130.54 Unrealized +0.9%
LIN LINDE PLC 1.2%
Value ($000) $12,374 Shares 32,794 Est. Cost $324.15 Unrealized +8.9%
WST WEST PHARMACEUTICAL SVSC INC 1.1%
Value ($000) $12,352 Shares 32,620 Est. Cost $310.56 Unrealized +14.2%
MDT MEDTRONIC PLC 1.1%
Value ($000) $12,288 Shares 140,869 Est. Cost $90.90 Unrealized -12.7%
ADP AUTOMATIC DATA PROCESSING IN 1.1%
Value ($000) $12,252 Shares 56,290 Est. Cost $186.05 Unrealized +9.3%
APD AIR PRODS & CHEMS INC 1.1%
Value ($000) $12,245 Shares 41,290 Est. Cost $246.71 Unrealized +7.5%
MCD MCDONALDS CORP 1.1%
Value ($000) $12,194 Shares 41,271 Est. Cost $219.97 Unrealized +24.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $12,154 Shares 74,166 Est. Cost $144.27 Unrealized +3.2%
GPC GENUINE PARTS CO 1.1%
Value ($000) $12,127 Shares 72,363 Est. Cost $117.37 Unrealized +28.9%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $12,114 Shares 46,339 Est. Cost $227.71 Unrealized +6.3%
ATO ATMOS ENERGY CORP 1.1%
Value ($000) $12,049 Shares 104,576 Est. Cost $91.96 Unrealized +17.9%
BEN FRANKLIN RESOURCES INC 1.1%
Value ($000) $12,029 Shares 454,717 Est. Cost $22.15 Unrealized +0.7%
PEP PEPSICO INC 1.1%
Value ($000) $12,008 Shares 65,475 Est. Cost $139.85 Unrealized +22.0%
HRL HORMEL FOODS CORP 1.1%
Value ($000) $11,993 Shares 301,151 Est. Cost $39.70 Unrealized -7.9%
TROW PRICE T ROWE GROUP INC 1.1%
Value ($000) $11,992 Shares 108,101 Est. Cost $117.47 Unrealized -17.9%
CL COLGATE PALMOLIVE CO 1.1%
Value ($000) $11,966 Shares 156,872 Est. Cost $72.03 Unrealized +1.2%
DOV DOVER CORP 1.1%
Value ($000) $11,910 Shares 81,454 Est. Cost $134.08 Unrealized +3.3%
SYY SYSCO CORP 1.1%
Value ($000) $11,786 Shares 160,405 Est. Cost $68.04 Unrealized +0.7%
MMM 3M CO 1.1%
Value ($000) $11,748 Shares 118,513 Est. Cost $102.70 Unrealized -24.5%
FRT FEDERAL RLTY INVT TR NEW 1.1%
Value ($000) $11,739 Shares 122,498 Est. Cost $95.61 Unrealized -12.6%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $11,730 Shares 78,059 Est. Cost $129.15 Unrealized +9.4%
KMB KIMBERLY-CLARK CORP 1.1%
Value ($000) $11,716 Shares 85,701 Est. Cost $115.71 Unrealized +8.7%
SJM SMUCKER J M CO 1.1%
Value ($000) $11,641 Shares 79,607 Est. Cost $137.27 Unrealized +0.9%
CHRW C H ROBINSON WORLDWIDE INC 1.1%
Value ($000) $11,576 Shares 123,888 Est. Cost $91.30 Unrealized -1.0%
O REALTY INCOME CORP 1.1%
Value ($000) $11,526 Shares 194,646 Est. Cost $51.94 Unrealized +1.2%
CLX CLOROX CO DEL 1.1%
Value ($000) $11,485 Shares 72,929 Est. Cost $145.64 Unrealized +1.3%
KO COCA COLA CO 1.1%
Value ($000) $11,374 Shares 190,737 Est. Cost $49.84 Unrealized +15.1%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $11,345 Shares 154,399 Est. Cost $70.43 Unrealized -0.6%
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $11,336 Shares 53,219 Est. Cost $180.41 Unrealized +13.4%
CB CHUBB LIMITED 1.1%
Value ($000) $11,295 Shares 59,252 Est. Cost $167.46 Unrealized +13.4%
ED CONSOLIDATED EDISON INC 1.0%
Value ($000) $11,001 Shares 122,882 Est. Cost $69.94 Unrealized +24.8%
CINF CINCINNATI FINL CORP 1.0%
Value ($000) $10,940 Shares 113,527 Est. Cost $93.76 Unrealized +2.9%
AMCOR PLC 1.0%
Value ($000) $10,788 Shares 1,091,582 Est. Cost $9.77 Unrealized -4.4%
WALGREENS BOOTS ALLIANCE INC 0.9%
Value ($000) $10,161 Shares 359,984 Est. Cost $38.79 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $9,920 Shares 74,358 Est. Cost $99.99 Unrealized +33.7%
TGT TARGET CORP 0.9%
Value ($000) $9,803 Shares 75,042 Est. Cost $160.63 Unrealized -16.0%
LPX LOUISIANA PAC CORP 0.6%
Value ($000) $6,158 Shares 82,071 Est. Cost $61.47 Unrealized +0.6%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $5,623 Shares 38,636 Est. Cost $128.45 Unrealized +0.9%
MLI MUELLER INDS INC 0.5%
Value ($000) $5,612 Shares 64,252 Est. Cost $35.79 Unrealized +2.6%
STLD STEEL DYNAMICS INC 0.5%
Value ($000) $5,553 Shares 50,941 Est. Cost $101.17 Unrealized -3.4%
RS RELIANCE STEEL & ALUMINUM CO 0.5%
Value ($000) $5,543 Shares 20,396 Est. Cost $244.28 Unrealized +1.4%
CSCO CISCO SYS INC 0.5%
Value ($000) $5,521 Shares 106,624 Est. Cost $45.09 Unrealized +0.9%
SNA SNAP ON INC 0.5%
Value ($000) $5,502 Shares 19,071 Est. Cost $235.34 Unrealized +2.7%
LAM RESEARCH CORP 0.5%
Value ($000) $5,487 Shares 8,526 Est. Cost $597.19 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $5,460 Shares 13,871 Est. Cost $363.71 Unrealized +1.7%
LEN LENNAR CORP 0.5%
Value ($000) $5,457 Shares 43,518 Est. Cost $101.45 Unrealized +3.7%
V VISA INC 0.5%
Value ($000) $5,422 Shares 22,816 Est. Cost $220.97 Unrealized +1.6%
MTG MGIC INVT CORP WIS 0.5%
Value ($000) $5,394 Shares 341,371 Est. Cost $14.40 Unrealized +3.0%
SYF SYNCHRONY FINANCIAL 0.5%
Value ($000) $5,389 Shares 158,754 Est. Cost $29.63 Unrealized -2.8%
EQH EQUITABLE HLDGS INC 0.5%
Value ($000) $5,371 Shares 197,616 Est. Cost $24.78 Unrealized -4.4%
NTAP NETAPP INC 0.5%
Value ($000) $5,369 Shares 70,230 Est. Cost $62.77 Unrealized +1.6%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $5,322 Shares 29,548 Est. Cost $158.95 Unrealized +0.1%
PFG PRINCIPAL FINANCIAL GROUP IN 0.5%
Value ($000) $5,302 Shares 69,845 Est. Cost $68.43 Unrealized -4.3%
CHRD CHORD ENERGY CORPORATION 0.5%
Value ($000) $5,301 Shares 34,437 Est. Cost $120.65 Unrealized +3.2%
DISCOVER FINL SVCS 0.5%
Value ($000) $5,296 Shares 45,291 Est. Cost $111.00 Unrealized
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $5,288 Shares 30,329 Est. Cost $155.77 Unrealized +0.3%
MGY MAGNOLIA OIL & GAS CORP 0.5%
Value ($000) $5,270 Shares 251,953 Est. Cost $21.09 Unrealized -2.0%
HUM HUMANA INC 0.5%
Value ($000) $5,244 Shares 11,720 Est. Cost $487.79 Unrealized +0.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value ($000) $5,243 Shares 80,254 Est. Cost $59.11 Unrealized +0.4%
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $5,241 Shares 130,934 Est. Cost $37.19 Unrealized -1.1%
ELV ELEVANCE HEALTH INC 0.5%
Value ($000) $5,239 Shares 11,784 Est. Cost $447.63 Unrealized -1.1%
CIVI CIVITAS RESOURCES INC 0.5%
Value ($000) $5,229 Shares 75,314 Est. Cost $54.33 Unrealized +2.7%
OMC OMNICOM GROUP INC 0.5%
Value ($000) $5,226 Shares 54,892 Est. Cost $82.36 Unrealized +3.0%
CMA COMERICA INC 0.5%
Value ($000) $5,219 Shares 123,126 Est. Cost $40.15 Unrealized -12.3%
MSFT MICROSOFT CORP 0.5%
Value ($000) $5,200 Shares 15,257 Est. Cost $287.36 Unrealized +6.9%
COF CAPITAL ONE FINL CORP 0.5%
Value ($000) $5,193 Shares 47,451 Est. Cost $96.52 Unrealized -0.6%
COP CONOCOPHILLIPS 0.5%
Value ($000) $5,162 Shares 49,781 Est. Cost $95.92 Unrealized -1.5%
HBAN HUNTINGTON BANCSHARES INC 0.5%
Value ($000) $5,160 Shares 478,295 Est. Cost $10.20 Unrealized -7.2%
RF REGIONS FINANCIAL CORP NEW 0.5%
Value ($000) $5,140 Shares 288,244 Est. Cost $16.50 Unrealized -5.4%
BPOP POPULAR INC 0.5%
Value ($000) $5,139 Shares 84,858 Est. Cost $56.10 Unrealized -2.8%
BAC BANK AMERICA CORP 0.5%
Value ($000) $5,137 Shares 178,931 Est. Cost $27.77 Unrealized -4.1%
PNC PNC FINL SVCS GROUP INC 0.5%
Value ($000) $5,125 Shares 40,655 Est. Cost $116.91 Unrealized -5.6%
CF CF INDS HLDGS INC 0.5%
Value ($000) $5,091 Shares 73,284 Est. Cost $68.37 Unrealized -4.1%
MS MORGAN STANLEY 0.5%
Value ($000) $5,068 Shares 59,292 Est. Cost $79.52 Unrealized -1.4%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $5,046 Shares 16,345 Est. Cost $273.63 Unrealized +2.2%
INTERPUBLIC GROUP COS INC 0.5%
Value ($000) $5,036 Shares 130,444 Est. Cost $32.96 Unrealized +3.0%
CFG CITIZENS FINL GROUP INC 0.5%
Value ($000) $5,001 Shares 191,599 Est. Cost $26.71 Unrealized -8.4%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $4,981 Shares 15,439 Est. Cost $312.29 Unrealized -1.4%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $4,875 Shares 77,195 Est. Cost $61.71 Unrealized +2.9%
PFE PFIZER INC 0.4%
Value ($000) $4,786 Shares 130,379 Est. Cost $34.28 Unrealized -3.1%
INTC INTEL CORP 0.0%
Value ($000) $342 Shares 10,226 Est. Cost $30.72 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $332 Shares 6,242 Est. Cost $45.25 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $295 Shares 7,926 Est. Cost $31.20 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $270 Shares 1,218 Est. Cost $213.65 Unrealized 0.0%