Atlantic Union Bankshares Corp Diversified Active

Location: Glen Allen, VA

CIK: 0000883948 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 24, 2014

Total Value: $213M (100.0% shares, 0.0% debt)

Holdings (131)

FAMILY INVESTMENTS #1 LIMITE 4.0%
Value $8.621M Shares 22,452 Est. Cost $383.97 Unrealized
XOM EXXON MOBIL CORP 3.4%
Value $7.328M Shares 77,917 Est. Cost $58.21 Unrealized +5.7%
JPMORGAN CHASE & CO 3.2%
Value $6.927M Shares 130,496 Est. Cost $44.59 Unrealized
UNION BANKSHARES CORP NEW 2.6%
Value $5.596M Shares 242,244 Est. Cost $25.65 Unrealized
THE WILTON COMPANIES, LLC CL 2.3%
Value $4.99M Shares 3,119 Est. Cost $1599.87 Unrealized
JNJ JOHNSON & JOHNSON 2.3%
Value $4.986M Shares 46,774 Est. Cost $66.63 Unrealized +13.4%
T AT&T INC 2.2%
Value $4.671M Shares 132,556 Est. Cost $10.85 Unrealized +9.7%
VZ VERIZON COMMUNICATIONS INC 2.2%
Value $4.604M Shares 92,098 Est. Cost $26.24 Unrealized +5.9%
INTC INTEL CORP 2.0%
Value $4.282M Shares 122,996 Est. Cost $18.67 Unrealized +37.9%
PG PROCTER & GAMBLE CO 2.0%
Value $4.194M Shares 50,077 Est. Cost $56.51 Unrealized +5.7%
CVX CHEVRON CORP NEW 1.9%
Value $4.091M Shares 34,281 Est. Cost $70.59 Unrealized +11.2%
DHR DANAHER CORP DEL 1.9%
Value $4.074M Shares 53,615 Est. Cost $30.77 Unrealized +1.3%
AEA, LLC 1.8%
Value $3.84M Shares 7,500 Est. Cost $512.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.8%
Value $3.805M Shares 20,046 Est. Cost $109.33 Unrealized +4.6%
GENERAL ELECTRIC CO 1.6%
Value $3.486M Shares 136,042 Est. Cost $24.96 Unrealized
SNYDER-HUNT CO LLP 1.6%
Value $3.338M Shares 75 Est. Cost $44506.67 Unrealized
MSFT MICROSOFT CORP 1.5%
Value $3.219M Shares 69,439 Est. Cost $31.26 Unrealized +20.5%
PEP PEPSICO INC 1.5%
Value $3.213M Shares 34,522 Est. Cost $57.03 Unrealized +13.8%
WALGREEN CO 1.5%
Value $3.21M Shares 54,161 Est. Cost $56.14 Unrealized
LOW LOWES COS INC 1.4%
Value $3.002M Shares 56,719 Est. Cost $39.06 Unrealized +5.5%
ITW ILLINOIS TOOL WKS INC 1.4%
Value $2.99M Shares 35,419 Est. Cost $61.62 Unrealized +7.4%
MMM 3M CO 1.4%
Value $2.97M Shares 20,959 Est. Cost $76.26 Unrealized +9.5%
PM PHILIP MORRIS INTL INC 1.3%
Value $2.75M Shares 32,968 Est. Cost $44.99 Unrealized +6.5%
LMT LOCKHEED MARTIN CORP 1.3%
Value $2.669M Shares 14,602 Est. Cost $113.36 Unrealized +10.2%
CSCO CISCO SYS INC 1.2%
Value $2.633M Shares 104,597 Est. Cost $16.54 Unrealized +7.0%
AAPL APPLE INC 1.2%
Value $2.61M Shares 25,902 Est. Cost $18.24 Unrealized +18.6%
VFC V F CORP 1.2%
Value $2.561M Shares 38,789 Est. Cost $57.38 Unrealized +4.2%
EMR EMERSON ELEC CO 1.2%
Value $2.549M Shares 40,727 Est. Cost $47.79 Unrealized -0.0%
CHUBB CORP 1.1%
Value $2.348M Shares 25,784 Est. Cost $89.34 Unrealized
BDX BECTON DICKINSON & CO 1.1%
Value $2.34M Shares 20,560 Est. Cost $91.42 Unrealized +4.7%
AXP AMERICAN EXPRESS CO 1.1%
Value $2.339M Shares 26,714 Est. Cost $75.50 Unrealized +1.3%
CL COLGATE PALMOLIVE CO 1.1%
Value $2.319M Shares 35,566 Est. Cost $47.90 Unrealized +5.8%
NVS NOVARTIS A G 1.1%
Value $2.26M Shares 24,005 Est. Cost $76.72 Unrealized
ABT ABBOTT LABS 1.0%
Value $2.236M Shares 53,773 Est. Cost $30.73 Unrealized +11.0%
RAYTHEON CO 1.0%
Value $2.231M Shares 21,956 Est. Cost $92.64 Unrealized
ORCL ORACLE CORP 1.0%
Value $2.224M Shares 58,086 Est. Cost $34.12 Unrealized +0.3%
BB&T CORP 1.0%
Value $2.221M Shares 59,689 Est. Cost $34.56 Unrealized
WFC WELLS FARGO & CO NEW 1.0%
Value $2.194M Shares 42,286 Est. Cost $33.41 Unrealized +12.0%
GPC GENUINE PARTS CO 1.0%
Value $2.166M Shares 24,695 Est. Cost $60.13 Unrealized +4.1%
GD GENERAL DYNAMICS CORP 1.0%
Value $2.142M Shares 16,852 Est. Cost $80.10 Unrealized +18.7%
DE DEERE & CO 1.0%
Value $2.107M Shares 25,706 Est. Cost $70.29 Unrealized -1.3%
UNITED TECHNOLOGIES CORP 1.0%
Value $2.094M Shares 19,838 Est. Cost $108.38 Unrealized
LEG LEGGETT & PLATT INC 0.9%
Value $2.011M Shares 57,576 Est. Cost $32.95 Unrealized +4.1%
D DOMINION RES INC VA NEW 0.9%
Value $1.986M Shares 28,744 Est. Cost $41.63 Unrealized +2.4%
ACN ACCENTURE PLC IRELAND 0.9%
Value $1.985M Shares 24,401 Est. Cost $66.87 Unrealized -1.1%
PFE PFIZER INC 0.9%
Value $1.984M Shares 67,077 Est. Cost $17.75 Unrealized -1.7%
WM WASTE MGMT INC DEL 0.9%
Value $1.956M Shares 41,146 Est. Cost $32.76 Unrealized +11.2%
KO COCA COLA CO 0.9%
Value $1.955M Shares 45,826 Est. Cost $26.56 Unrealized +8.7%
BCE BCE INC 0.9%
Value $1.868M Shares 43,682 Est. Cost $23.04 Unrealized +0.4%
GIS GENERAL MLS INC 0.9%
Value $1.868M Shares 37,036 Est. Cost $33.07 Unrealized +7.2%
PPG PPG INDS INC 0.9%
Value $1.843M Shares 9,366 Est. Cost $77.19 Unrealized +8.1%
TROW PRICE T ROWE GROUP INC 0.9%
Value $1.841M Shares 23,479 Est. Cost $52.59 Unrealized +0.0%
OMC OMNICOM GROUP INC 0.8%
Value $1.703M Shares 24,728 Est. Cost $49.73 Unrealized -1.8%
NSRGY NESTLE S A 0.8%
Value $1.678M Shares 22,817 Est. Cost $77.46 Unrealized
DEO DIAGEO P L C 0.8%
Value $1.655M Shares 14,340 Est. Cost $126.51 Unrealized
NORTHEAST UTILS 0.8%
Value $1.641M Shares 37,037 Est. Cost $46.96 Unrealized
PH PARKER HANNIFIN CORP 0.8%
Value $1.638M Shares 14,356 Est. Cost $102.27 Unrealized -4.7%
AJG GALLAGHER ARTHUR J & CO 0.7%
Value $1.596M Shares 35,186 Est. Cost $36.99 Unrealized +0.0%
SIEGY SIEMENS A G 0.7%
Value $1.547M Shares 12,997 Est. Cost $120.53 Unrealized
TOTAL S A 0.7%
Value $1.485M Shares 23,040 Est. Cost $59.55 Unrealized
MCD MCDONALDS CORP 0.7%
Value $1.446M Shares 15,246 Est. Cost $70.27 Unrealized +1.4%
AEA, LLC 0.6%
Value $1.28M Shares 2,500 Est. Cost $512.00 Unrealized
ABBV ABBVIE INC 0.5%
Value $1.169M Shares 20,233 Est. Cost $31.49 Unrealized +11.7%
SNYDER-HUNT CO LLP 0.5%
Value $1.113M Shares 25 Est. Cost $44520.00 Unrealized
COP CONOCOPHILLIPS 0.5%
Value $1.078M Shares 14,081 Est. Cost $45.53 Unrealized +24.5%
TGT TARGET CORP 0.5%
Value $1.056M Shares 16,840 Est. Cost $41.65 Unrealized +3.8%
APD AIR PRODS & CHEMS INC 0.5%
Value $1.036M Shares 7,956 Est. Cost $79.28 Unrealized +16.6%
HD HOME DEPOT INC 0.5%
Value $1.028M Shares 11,211 Est. Cost $60.23 Unrealized +9.1%
RODGERS FAMILY INVESTMENTS 0.4%
Value $951K Shares 10 Est. Cost $95100.00 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.4%
Value $914K Shares 21,000 Est. Cost $42.13 Unrealized
UNP UNION PAC CORP 0.4%
Value $893K Shares 8,239 Est. Cost $71.51 Unrealized +12.3%
QCOM QUALCOMM INC 0.4%
Value $847K Shares 11,329 Est. Cost $54.12 Unrealized +2.4%
SPY SPDR S&P 500 ETF TR 0.4%
Value $809K Shares 4,105 Est. Cost $187.09 Unrealized
SYY SYSCO CORP 0.4%
Value $761K Shares 20,045 Est. Cost $26.11 Unrealized +5.6%
AFL AFLAC INC 0.4%
Value $748K Shares 12,835 Est. Cost $23.98 Unrealized -3.1%
WMT WAL-MART STORES INC 0.3%
Value $744K Shares 9,732 Est. Cost $19.92 Unrealized +2.0%
36% RIDINGER FARM LAND LLC 0.3%
Value $720K Shares 1 Est. Cost $720000.00 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value $714K Shares 3,951 Est. Cost $171.69 Unrealized
MO ALTRIA GROUP INC 0.3%
Value $698K Shares 15,201 Est. Cost $17.38 Unrealized +19.0%
GILD GILEAD SCIENCES INC 0.3%
Value $690K Shares 6,485 Est. Cost $54.49 Unrealized +24.9%
MEDTRONIC INC 0.3%
Value $634K Shares 10,240 Est. Cost $61.52 Unrealized
CVS CVS HEALTH CORP 0.3%
Value $607K Shares 7,627 Est. Cost $51.26 Unrealized +12.1%
NATIONAL OILWELL VARCO INC 0.3%
Value $602K Shares 7,909 Est. Cost $77.93 Unrealized
BP BP PLC 0.3%
Value $599K Shares 13,624 Est. Cost $42.02 Unrealized
48.375% INTEREST IN THE EDWA 0.3%
Value $590K Shares 1 Est. Cost $590000.00 Unrealized
APPLE INC 0.3%
Value $581K Shares 5,770 Est. Cost $100.69 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value $557K Shares 5,480 Est. Cost $66.25 Unrealized +20.0%
ROGERS REALTY MORTGAGE FUND 0.3%
Value $554K Shares 20 Est. Cost $50000.00 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $527K Shares 8,736 Est. Cost $42.17 Unrealized +2.3%
SO SOUTHERN CO 0.2%
Value $520K Shares 11,924 Est. Cost $25.27 Unrealized +7.3%
NSC NORFOLK SOUTHERN CORP 0.2%
Value $518K Shares 4,640 Est. Cost $71.56 Unrealized +15.5%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value $502K Shares 6,050 Est. Cost $53.08 Unrealized +6.0%
DIS DISNEY WALT CO 0.2%
Value $493K Shares 5,537 Est. Cost $69.69 Unrealized +13.8%
PRAXAIR INC 0.2%
Value $481K Shares 3,735 Est. Cost $120.19 Unrealized
E M C CORP MASS 0.2%
Value $478K Shares 16,350 Est. Cost $27.29 Unrealized
DOV DOVER CORP 0.2%
Value $460K Shares 5,725 Est. Cost $50.30 Unrealized +14.2%
DRI DARDEN RESTAURANTS INC 0.2%
Value $437K Shares 8,489 Est. Cost $31.33 Unrealized -3.3%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value $429K Shares 8,382 Est. Cost $35.87 Unrealized -4.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $426K Shares 3,081 Est. Cost $116.85 Unrealized +14.0%
GOOGLE INC 0.2%
Value $416K Shares 707 Est. Cost $1108.46 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value $401K Shares 6,766 Est. Cost $36.00 Unrealized +9.4%
DU PONT E I DE NEMOURS & CO 0.2%
Value $381K Shares 5,306 Est. Cost $65.24 Unrealized
WELLPOINT INC 0.2%
Value $371K Shares 3,102 Est. Cost $104.56 Unrealized
DOW CHEM CO 0.2%
Value $363K Shares 6,904 Est. Cost $46.06 Unrealized
MCK MCKESSON CORP 0.2%
Value $338K Shares 1,735 Est. Cost $160.13 Unrealized +10.4%
CAT CATERPILLAR INC DEL 0.2%
Value $337K Shares 3,405 Est. Cost $69.69 Unrealized +13.8%
KMB KIMBERLY CLARK CORP 0.2%
Value $331K Shares 3,074 Est. Cost $69.39 Unrealized +2.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $315K Shares 3,676 Est. Cost $56.79 Unrealized +5.4%
PPL PPL CORP 0.1%
Value $301K Shares 9,175 Est. Cost $17.16 Unrealized +9.5%
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value $301K Shares 3,909 Est. Cost $78.03 Unrealized
NUE NUCOR CORP 0.1%
Value $298K Shares 5,475 Est. Cost $37.50 Unrealized +6.7%
TRV TRAVELERS COMPANIES INC 0.1%
Value $297K Shares 3,165 Est. Cost $66.87 Unrealized +8.4%
ED CONSOLIDATED EDISON INC 0.1%
Value $295K Shares 5,200 Est. Cost $34.98 Unrealized +7.1%
AMGN AMGEN INC 0.1%
Value $280K Shares 1,990 Est. Cost $86.07 Unrealized +9.8%
NEE NEXTERA ENERGY INC 0.1%
Value $279K Shares 2,980 Est. Cost $17.58 Unrealized +1.9%
SHW SHERWIN WILLIAMS CO 0.1%
Value $268K Shares 1,222 Est. Cost $59.87 Unrealized +6.6%
BAC BANK AMER CORP 0.1%
Value $266K Shares 15,588 Est. Cost $13.06 Unrealized -3.7%
LABORATORY CORP AMER HLDGS 0.1%
Value $265K Shares 2,600 Est. Cost $98.40 Unrealized
WISCONSIN ENERGY CORP 0.1%
Value $233K Shares 5,400 Est. Cost $45.33 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $219K Shares 6,389 Est. Cost $26.74 Unrealized +5.9%
BERKSHIRE HATHAWAY INC DEL 0.1%
Value $216K Shares 1,565 Est. Cost $138.02 Unrealized
SCOTTISH HILLS ASSOC LLC 0.1%
Value $214K Shares 1 Est. Cost $214000.00 Unrealized
PARK HILL APARTMENTS LLC 0.1%
Value $212K Shares 554 Est. Cost $382.67 Unrealized
AFLAC INC 0.1%
Value $182K Shares 3,125 Est. Cost $58.24 Unrealized
AIR PRODS & CHEMS INC 0.1%
Value $176K Shares 1,350 Est. Cost $130.37 Unrealized
BECTON DICKINSON & CO 0.1%
Value $161K Shares 1,415 Est. Cost $113.78 Unrealized
AMERICAN EXPRESS CO 0.1%
Value $140K Shares 1,598 Est. Cost $87.61 Unrealized
BB&T CORP 0.1%
Value $128K Shares 3,433 Est. Cost $37.29 Unrealized
BP PLC 0.0%
Value $28,000 Shares 630 Est. Cost $44.44 Unrealized
ALGAE TEC LTD 0.0%
Value $19,000 Shares 33,065 Est. Cost $0.88 Unrealized
AMGEN INC 0.0%
Value $11,000 Shares 75 Est. Cost $146.67 Unrealized