Atlantic Union Bankshares Corp Diversified Active

CIK: 0000883948 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 14, 2016

Total Value ($000): $262,280 (100.0% shares, 0.0% debt)

Holdings (135)

XOM EXXON MOBIL CORP 3.4%
Value ($000) $8,810 Shares 100,947 Est. Cost $57.25 Unrealized +2.3%
FAMILY INVESTMENTS #1 LIM 3.3%
Value ($000) $8,621 Shares 22,452 Est. Cost $383.97 Unrealized
CVX CHEVRON CORP NEW 2.6%
Value ($000) $6,731 Shares 65,397 Est. Cost $66.34 Unrealized +3.2%
T AT&T INC 2.5%
Value ($000) $6,496 Shares 159,965 Est. Cost $11.25 Unrealized +44.8%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $6,313 Shares 53,441 Est. Cost $68.13 Unrealized +37.4%
VZ VERIZON COMMUNICATIONS IN 2.2%
Value ($000) $5,887 Shares 113,241 Est. Cost $26.77 Unrealized +22.9%
PG 1PROCTER AND GAMBLE CO 2.2%
Value ($000) $5,754 Shares 64,117 Est. Cost $57.12 Unrealized +18.2%
UNION BANKSHARES CORP NEW 2.2%
Value ($000) $5,748 Shares 214,730 Est. Cost $25.74 Unrealized
APPLE INC 2.1%
Value ($000) $5,601 Shares 49,542 Est. Cost $116.82 Unrealized
INTC INTEL CORP 2.0%
Value ($000) $5,352 Shares 141,790 Est. Cost $19.58 Unrealized +46.2%
THE WILTON COMPANIES, LLC 1.9%
Value ($000) $4,990 Shares 3,119 Est. Cost $1599.87 Unrealized
IBM INTERNATIONAL BUSINESS MA 1.8%
Value ($000) $4,826 Shares 30,383 Est. Cost $104.66 Unrealized -2.8%
DIS DISNEY WALT CO 1.6%
Value ($000) $4,189 Shares 45,116 Est. Cost $88.15 Unrealized +0.8%
PM PHILIP MORRIS INTL INC 1.6%
Value ($000) $4,169 Shares 42,889 Est. Cost $46.49 Unrealized +33.9%
GENERAL ELECTRIC CO 1.6%
Value ($000) $4,145 Shares 139,942 Est. Cost $25.40 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $4,093 Shares 71,065 Est. Cost $32.84 Unrealized +53.1%
LOW LOWES COS INC 1.5%
Value ($000) $4,039 Shares 55,925 Est. Cost $42.46 Unrealized +54.1%
PEP PEPSICO INC 1.5%
Value ($000) $3,941 Shares 36,233 Est. Cost $58.98 Unrealized +37.5%
CSCO CISCO SYS INC 1.5%
Value ($000) $3,901 Shares 122,986 Est. Cost $17.50 Unrealized +31.8%
WALGREENS BOOTS ALLIANCE 1.5%
Value ($000) $3,853 Shares 47,787 Est. Cost $76.88 Unrealized
AEA, LLC 1.5%
Value ($000) $3,840 Shares 7,500 Est. Cost $512.00 Unrealized
ITW ILLINOIS TOOL WKS INC 1.5%
Value ($000) $3,837 Shares 32,018 Est. Cost $62.44 Unrealized +48.7%
BECTON DICKINSON & CO 1.4%
Value ($000) $3,787 Shares 21,070 Est. Cost $142.00 Unrealized
WESTROCK CO 1.4%
Value ($000) $3,785 Shares 78,083 Est. Cost $43.02 Unrealized
GPC GENUINE PARTS CO 1.4%
Value ($000) $3,781 Shares 37,638 Est. Cost $62.52 Unrealized +23.5%
MMM 3M CO 1.4%
Value ($000) $3,769 Shares 21,387 Est. Cost $79.22 Unrealized +37.8%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $3,722 Shares 36,626 Est. Cost $103.21 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $3,596 Shares 106,160 Est. Cost $18.60 Unrealized +19.7%
PH PARKER HANNIFIN CORP 1.3%
Value ($000) $3,509 Shares 27,950 Est. Cost $98.89 Unrealized +4.1%
QCOM QUALCOMM INC 1.3%
Value ($000) $3,496 Shares 51,031 Est. Cost $41.94 Unrealized +11.8%
PSA PUBLIC STORAGE 1.3%
Value ($000) $3,486 Shares 15,622 Est. Cost $156.77 Unrealized +1.9%
ES EVERSOURCE ENERGY 1.3%
Value ($000) $3,402 Shares 62,778 Est. Cost $35.77 Unrealized +14.0%
SNYDER-HUNT CO LLP 1.3%
Value ($000) $3,338 Shares 75 Est. Cost $44506.67 Unrealized
TROW PRICE T ROWE GROUP INC 1.2%
Value ($000) $3,274 Shares 49,233 Est. Cost $51.64 Unrealized -4.3%
AMERICAN EXPRESS CO 1.2%
Value ($000) $3,232 Shares 50,457 Est. Cost $73.94 Unrealized
ABBOTT LABS 1.2%
Value ($000) $3,158 Shares 74,666 Est. Cost $46.40 Unrealized
BCE BCE INC 1.2%
Value ($000) $3,045 Shares 65,957 Est. Cost $23.16 Unrealized +16.6%
ORCL ORACLE CORP 1.1%
Value ($000) $2,994 Shares 76,219 Est. Cost $33.89 Unrealized +4.6%
VFC V F CORP 1.1%
Value ($000) $2,923 Shares 52,152 Est. Cost $59.01 Unrealized -2.2%
RAYTHEON CO 1.1%
Value ($000) $2,920 Shares 21,452 Est. Cost $96.16 Unrealized
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $2,874 Shares 23,526 Est. Cost $69.63 Unrealized +41.0%
DUK DUKE ENERGY CORP NEW 1.1%
Value ($000) $2,852 Shares 35,628 Est. Cost $47.59 Unrealized +18.5%
GLW CORNING INC 1.1%
Value ($000) $2,830 Shares 119,676 Est. Cost $14.00 Unrealized +24.0%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $2,819 Shares 42,333 Est. Cost $44.95 Unrealized +13.1%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $2,729 Shares 11,385 Est. Cost $113.36 Unrealized +71.9%
NVS NOVARTIS A G 1.0%
Value ($000) $2,663 Shares 33,728 Est. Cost $79.21 Unrealized
PPG PPG INDS INC 1.0%
Value ($000) $2,618 Shares 25,322 Est. Cost $85.69 Unrealized +3.1%
CL COLGATE PALMOLIVE CO 1.0%
Value ($000) $2,617 Shares 35,301 Est. Cost $48.70 Unrealized +21.9%
BB&T CORP 1.0%
Value ($000) $2,526 Shares 66,966 Est. Cost $39.86 Unrealized
LEG LEGGETT & PLATT INC 1.0%
Value ($000) $2,514 Shares 55,157 Est. Cost $35.60 Unrealized +44.4%
KO COCA COLA CO 0.9%
Value ($000) $2,426 Shares 57,324 Est. Cost $27.34 Unrealized +19.1%
D DOMINION RES INC VA NEW 0.9%
Value ($000) $2,281 Shares 30,704 Est. Cost $42.42 Unrealized +19.3%
OMC OMNICOM GROUP INC 0.9%
Value ($000) $2,240 Shares 26,352 Est. Cost $50.30 Unrealized +20.3%
WFC WELLS FARGO & CO NEW 0.8%
Value ($000) $2,223 Shares 50,207 Est. Cost $34.81 Unrealized +5.8%
AJG GALLAGHER ARTHUR J & CO 0.8%
Value ($000) $2,092 Shares 41,133 Est. Cost $36.86 Unrealized +15.1%
DEO DIAGEO P L C 0.8%
Value ($000) $2,040 Shares 17,583 Est. Cost $123.32 Unrealized
NSRGY NESTLE S A 0.8%
Value ($000) $1,986 Shares 25,154 Est. Cost $77.33 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $1,803 Shares 15,634 Est. Cost $71.01 Unrealized +33.1%
MRK MERCK & CO INC 0.6%
Value ($000) $1,677 Shares 26,877 Est. Cost $40.68 Unrealized +7.5%
OXY OCCIDENTAL PETE CORP DEL 0.6%
Value ($000) $1,653 Shares 22,663 Est. Cost $55.53 Unrealized +3.4%
AEA, LLC 0.5%
Value ($000) $1,280 Shares 2,500 Est. Cost $512.00 Unrealized
AIR PRODS & CHEMS INC 0.5%
Value ($000) $1,261 Shares 8,389 Est. Cost $136.87 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $1,193 Shares 13,396 Est. Cost $62.86 Unrealized +12.8%
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,164 Shares 21,355 Est. Cost $44.53 Unrealized -5.0%
SNYDER-HUNT CO LLP 0.4%
Value ($000) $1,113 Shares 25 Est. Cost $44520.00 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,059 Shares 16,794 Est. Cost $33.79 Unrealized +30.0%
TGT TARGET CORP 0.4%
Value ($000) $1,008 Shares 14,680 Est. Cost $58.64 Unrealized -7.3%
RODGERS FAMILY INVESTMENT 0.4%
Value ($000) $951 Shares 10 Est. Cost $95100.00 Unrealized
IVV 1ISHARES TR 0.4%
Value ($000) $951 Shares 4,369 Est. Cost $204.82 Unrealized
DHR DANAHER CORP DEL 0.3%
Value ($000) $895 Shares 11,426 Est. Cost $30.77 Unrealized +118.6%
GOOGL ALPHABET INC 0.3%
Value ($000) $870 Shares 1,082 Est. Cost $36.69 Unrealized +5.8%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $866 Shares 4,005 Est. Cost $187.55 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $845 Shares 6,564 Est. Cost $60.23 Unrealized +76.5%
SYY SYSCO CORP 0.3%
Value ($000) $843 Shares 17,200 Est. Cost $26.11 Unrealized +54.2%
BERKSHIRE HATHAWAY INC DE 0.3%
Value ($000) $790 Shares 5,463 Est. Cost $138.91 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $787 Shares 8,071 Est. Cost $72.22 Unrealized +5.2%
MO ALTRIA GROUP INC 0.3%
Value ($000) $779 Shares 12,308 Est. Cost $18.07 Unrealized +92.4%
AFLAC INC 0.3%
Value ($000) $735 Shares 10,225 Est. Cost $62.23 Unrealized
36% RIDINGER FARM LAND LL 0.3%
Value ($000) $720 Shares 1 Est. Cost $720000.00 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $649 Shares 9,003 Est. Cost $19.87 Unrealized +3.7%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $632 Shares 8,793 Est. Cost $63.27 Unrealized -7.9%
48.375% INTEREST IN THE E 0.2%
Value ($000) $612 Shares 1 Est. Cost $590000.00 Unrealized
ANTHEM INC 0.2%
Value ($000) $596 Shares 4,755 Est. Cost $150.45 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $573 Shares 5,004 Est. Cost $81.32 Unrealized +17.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $567 Shares 4,639 Est. Cost $18.45 Unrealized +34.5%
TATE FAMILY HOLDINGS LLC 0.2%
Value ($000) $560 Shares 1 Est. Cost $560000.00 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $545 Shares 4,324 Est. Cost $72.85 Unrealized +28.3%
MDT MEDTRONIC PLC 0.2%
Value ($000) $539 Shares 6,245 Est. Cost $58.10 Unrealized +18.4%
V VISA INC 0.2%
Value ($000) $527 Shares 6,369 Est. Cost $68.69 Unrealized +9.2%
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $524 Shares 3,293 Est. Cost $126.34 Unrealized +18.8%
VEU VANGUARD INTL EQUITY INDE 0.2%
Value ($000) $487 Shares 10,726 Est. Cost $47.42 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $486 Shares 6,149 Est. Cost $55.11 Unrealized +4.8%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $478 Shares 5,303 Est. Cost $62.41 Unrealized +1.4%
GOOG ALPHABET INC 0.2%
Value ($000) $476 Shares 613 Est. Cost $35.62 Unrealized +5.8%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $461 Shares 7,527 Est. Cost $31.33 Unrealized +52.1%
SO SOUTHERN CO 0.2%
Value ($000) $459 Shares 8,947 Est. Cost $25.81 Unrealized +37.9%
AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $459 Shares 5,212 Est. Cost $80.24 Unrealized
GOODLOE ASPHALT L C-30% 0.2%
Value ($000) $452 Shares 1 Est. Cost $452000.00 Unrealized
110 SOUTH PERRY, LLC- 30% 0.2%
Value ($000) $435 Shares 1 Est. Cost $435000.00 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $426 Shares 5,409 Est. Cost $62.11 Unrealized -2.3%
MKL MARKEL CORP 0.2%
Value ($000) $407 Shares 438 Est. Cost $931.24 Unrealized +0.2%
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $407 Shares 5,776 Est. Cost $77.78 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $388 Shares 8,829 Est. Cost $29.42 Unrealized +19.7%
BP PLC 0.1%
Value ($000) $370 Shares 10,537 Est. Cost $39.93 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $349 Shares 13,955 Est. Cost $15.53 Unrealized +35.6%
PRAXAIR INC 0.1%
Value ($000) $339 Shares 2,807 Est. Cost $119.83 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $325 Shares 2,092 Est. Cost $80.10 Unrealized +51.8%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $324 Shares 4,300 Est. Cost $34.98 Unrealized +58.5%
PPL PPL CORP 0.1%
Value ($000) $320 Shares 9,247 Est. Cost $17.70 Unrealized +33.6%
EEMV ISHARES 0.1%
Value ($000) $315 Shares 5,830 Est. Cost $48.70 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $313 Shares 3,887 Est. Cost $54.10 Unrealized +0.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $307 Shares 4,625 Est. Cost $23.38 Unrealized +13.8%
DU PONT E I DE NEMOURS & 0.1%
Value ($000) $298 Shares 4,440 Est. Cost $64.53 Unrealized
BANK AMER CORP 0.1%
Value ($000) $296 Shares 18,934 Est. Cost $17.00 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $270 Shares 3,522 Est. Cost $68.86 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $267 Shares 3,625 Est. Cost $50.30 Unrealized -1.5%
SUNTRUST BKS INC 0.1%
Value ($000) $266 Shares 6,091 Est. Cost $42.85 Unrealized
EDENS NEW PERRY, LLC - 0.1%
Value ($000) $265 Shares 1 Est. Cost $265000.00 Unrealized
SCOTTISH HILLS ASSOC LLC 0.1%
Value ($000) $256 Shares 1 Est. Cost $214000.00 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $255 Shares 5,860 Est. Cost $45.53 Unrealized -31.6%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $249 Shares 900 Est. Cost $59.87 Unrealized +48.7%
AMGEN INC 0.1%
Value ($000) $249 Shares 1,491 Est. Cost $153.73 Unrealized
LABORATORY CORP AMER HLDG 0.1%
Value ($000) $249 Shares 1,810 Est. Cost $98.40 Unrealized
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $243 Shares 6,918 Est. Cost $33.10 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $239 Shares 19,829 Est. Cost $8.14 Unrealized -5.6%
MONSANTO CO NEW 0.1%
Value ($000) $224 Shares 2,195 Est. Cost $103.34 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $221 Shares 1,946 Est. Cost $83.75 Unrealized +7.9%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $216 Shares 2,413 Est. Cost $53.59 Unrealized +8.3%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $212 Shares 3,925 Est. Cost $37.83 Unrealized +22.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $209 Shares 3,100 Est. Cost $15.25 Unrealized -5.7%
ROGERS REALTY MORTGAGE 0.1%
Value ($000) $207 Shares 1 Est. Cost $207000.00 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $207 Shares 4,782 Est. Cost $43.50 Unrealized
101 WEST COMMERCE, LLC. - 0.1%
Value ($000) $200 Shares 1 Est. Cost $200000.00 Unrealized
RF REGIONS FINL CORP NEW 0.1%
Value ($000) $136 Shares 13,742 Est. Cost $6.84 Unrealized -2.7%
ALGAE TEC LTD 0.0%
Value ($000) $13 Shares 30,000 Est. Cost $0.88 Unrealized