Atlantic Union Bankshares Corp Diversified Active

CIK: 0000883948 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 10, 2017

Total Value ($000): $280,243 (100.0% shares, 0.0% debt)

Holdings (133)

HEARTSONG INVESTING LIMITED 3.1%
Value ($000) $8,700 Shares 1 Est. Cost $8700000.00 Unrealized
XOM EXXON MOBIL CORP 3.0%
Value ($000) $8,496 Shares 103,591 Est. Cost $57.22 Unrealized -1.9%
AAPL APPLE INC 2.5%
Value ($000) $7,113 Shares 49,511 Est. Cost $26.09 Unrealized +16.7%
CVX CHEVRON CORP NEW 2.5%
Value ($000) $7,095 Shares 66,084 Est. Cost $66.50 Unrealized +15.4%
T AT&T INC 2.5%
Value ($000) $6,884 Shares 165,676 Est. Cost $11.41 Unrealized +46.7%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $6,823 Shares 54,782 Est. Cost $68.71 Unrealized +35.9%
PG PROCTER AND GAMBLE CO 2.1%
Value ($000) $5,872 Shares 65,356 Est. Cost $57.36 Unrealized +22.1%
VZ VERIZON COMMUNICATIONS INC 2.1%
Value ($000) $5,835 Shares 119,707 Est. Cost $27.01 Unrealized +16.3%
DIS DISNEY WALT CO 2.0%
Value ($000) $5,558 Shares 49,013 Est. Cost $88.58 Unrealized +16.3%
IBM INTERNATIONAL BUSINESS MACHS 1.8%
Value ($000) $5,160 Shares 29,630 Est. Cost $104.66 Unrealized +9.3%
UNION BANKSHARES CORP NEW 1.8%
Value ($000) $5,150 Shares 146,373 Est. Cost $25.74 Unrealized
INTC INTEL CORP 1.8%
Value ($000) $5,076 Shares 140,728 Est. Cost $19.58 Unrealized +51.6%
LOW LOWES COS INC 1.8%
Value ($000) $5,038 Shares 61,281 Est. Cost $44.37 Unrealized +46.5%
THE WILTON COMPANIES, LLC CL 1.8%
Value ($000) $4,990 Shares 3,119 Est. Cost $1599.87 Unrealized
CVS CVS HEALTH CORP 1.8%
Value ($000) $4,984 Shares 63,490 Est. Cost $61.39 Unrealized -1.3%
PM PHILIP MORRIS INTL INC 1.8%
Value ($000) $4,921 Shares 43,592 Est. Cost $46.69 Unrealized +40.5%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $4,863 Shares 55,369 Est. Cost $50.97 Unrealized +36.7%
QCOM QUALCOMM INC 1.7%
Value ($000) $4,730 Shares 82,500 Est. Cost $43.30 Unrealized +5.1%
BB&T CORP 1.7%
Value ($000) $4,695 Shares 105,028 Est. Cost $46.14 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $4,658 Shares 70,712 Est. Cost $32.84 Unrealized +76.1%
GENERAL ELECTRIC CO 1.6%
Value ($000) $4,470 Shares 149,983 Est. Cost $25.69 Unrealized
ES EVERSOURCE ENERGY 1.6%
Value ($000) $4,397 Shares 74,798 Est. Cost $36.60 Unrealized +14.3%
CSCO CISCO SYS INC 1.6%
Value ($000) $4,366 Shares 129,160 Est. Cost $17.82 Unrealized +38.8%
PH PARKER HANNIFIN CORP 1.6%
Value ($000) $4,360 Shares 27,192 Est. Cost $98.89 Unrealized +34.1%
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $4,308 Shares 38,393 Est. Cost $103.59 Unrealized
MMM 3M CO 1.5%
Value ($000) $4,146 Shares 21,670 Est. Cost $79.74 Unrealized +42.5%
ITW ILLINOIS TOOL WKS INC 1.5%
Value ($000) $4,104 Shares 30,980 Est. Cost $62.44 Unrealized +67.5%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $4,090 Shares 51,703 Est. Cost $61.10 Unrealized +13.2%
PFE PFIZER INC 1.4%
Value ($000) $4,052 Shares 118,427 Est. Cost $18.87 Unrealized +13.4%
BDX BECTON DICKINSON & CO 1.4%
Value ($000) $4,028 Shares 21,954 Est. Cost $144.96 Unrealized +5.3%
WESTROCK CO 1.4%
Value ($000) $4,017 Shares 77,212 Est. Cost $43.02 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $3,952 Shares 35,327 Est. Cost $58.98 Unrealized +38.9%
GLW CORNING INC 1.4%
Value ($000) $3,907 Shares 144,727 Est. Cost $15.18 Unrealized +38.1%
AEA, LLC 1.4%
Value ($000) $3,840 Shares 7,500 Est. Cost $512.00 Unrealized
DUK DUKE ENERGY CORP NEW 1.3%
Value ($000) $3,629 Shares 44,242 Est. Cost $48.96 Unrealized +12.9%
ORCL ORACLE CORP 1.3%
Value ($000) $3,603 Shares 80,776 Est. Cost $33.98 Unrealized +7.4%
GPC GENUINE PARTS CO 1.3%
Value ($000) $3,579 Shares 38,733 Est. Cost $62.83 Unrealized +18.1%
ABT ABBOTT LABS 1.2%
Value ($000) $3,487 Shares 78,518 Est. Cost $33.69 Unrealized +9.6%
TROW PRICE T ROWE GROUP INC 1.2%
Value ($000) $3,478 Shares 51,045 Est. Cost $51.61 Unrealized -1.1%
PSA PUBLIC STORAGE 1.2%
Value ($000) $3,469 Shares 15,847 Est. Cost $156.73 Unrealized -1.6%
TE CONNECTIVITY LTD 1.2%
Value ($000) $3,400 Shares 45,606 Est. Cost $71.20 Unrealized
SNYDER-HUNT CO LLP 1.2%
Value ($000) $3,338 Shares 75 Est. Cost $44506.67 Unrealized
RAYTHEON CO 1.1%
Value ($000) $3,214 Shares 21,075 Est. Cost $96.16 Unrealized
VFC V F CORP 1.1%
Value ($000) $3,140 Shares 57,113 Est. Cost $58.20 Unrealized -15.2%
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $3,064 Shares 11,448 Est. Cost $114.19 Unrealized +81.1%
PPG PPG INDS INC 1.1%
Value ($000) $3,021 Shares 28,751 Est. Cost $85.44 Unrealized +0.5%
WFC WELLS FARGO & CO NEW 1.0%
Value ($000) $2,838 Shares 50,989 Est. Cost $34.81 Unrealized +27.5%
LEG LEGGETT & PLATT INC 1.0%
Value ($000) $2,828 Shares 56,192 Est. Cost $35.84 Unrealized +36.3%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $2,794 Shares 23,308 Est. Cost $69.63 Unrealized +49.4%
NVS NOVARTIS A G 1.0%
Value ($000) $2,779 Shares 37,422 Est. Cost $78.69 Unrealized
KO COCA COLA CO 1.0%
Value ($000) $2,709 Shares 63,845 Est. Cost $27.75 Unrealized +13.6%
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $2,393 Shares 42,309 Est. Cost $36.99 Unrealized +30.0%
OMC OMNICOM GROUP INC 0.8%
Value ($000) $2,335 Shares 27,085 Est. Cost $50.61 Unrealized +23.4%
D DOMINION RES INC VA NEW 0.8%
Value ($000) $2,313 Shares 29,821 Est. Cost $42.42 Unrealized +20.8%
DEO DIAGEO P L C 0.8%
Value ($000) $2,110 Shares 18,259 Est. Cost $122.77 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $1,937 Shares 14,945 Est. Cost $71.01 Unrealized +43.2%
MRK MERCK & CO INC 0.6%
Value ($000) $1,652 Shares 26,003 Est. Cost $40.68 Unrealized +13.2%
OXY OCCIDENTAL PETE CORP DEL 0.5%
Value ($000) $1,541 Shares 24,326 Est. Cost $55.36 Unrealized -5.9%
AEA, LLC 0.5%
Value ($000) $1,280 Shares 2,500 Est. Cost $512.00 Unrealized
SNYDER-HUNT CO LLP 0.4%
Value ($000) $1,113 Shares 25 Est. Cost $44520.00 Unrealized
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $1,098 Shares 8,114 Est. Cost $111.62 Unrealized +1.4%
ABBV ABBVIE INC 0.4%
Value ($000) $1,079 Shares 16,569 Est. Cost $33.79 Unrealized +28.7%
HD HOME DEPOT INC 0.3%
Value ($000) $962 Shares 6,550 Est. Cost $61.19 Unrealized +86.9%
RODGERS FAMILY INVESTMENTS 0.3%
Value ($000) $951 Shares 10 Est. Cost $95100.00 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $926 Shares 3,930 Est. Cost $187.55 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $923 Shares 1,089 Est. Cost $36.69 Unrealized +13.7%
MO ALTRIA GROUP INC 0.3%
Value ($000) $903 Shares 12,641 Est. Cost $18.54 Unrealized +108.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $901 Shares 5,406 Est. Cost $153.96 Unrealized +8.7%
SYY SYSCO CORP 0.3%
Value ($000) $881 Shares 16,975 Est. Cost $26.11 Unrealized +61.1%
IVV ISHARES TR 0.3%
Value ($000) $850 Shares 3,581 Est. Cost $204.82 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $825 Shares 7,792 Est. Cost $72.22 Unrealized +21.3%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $756 Shares 8,728 Est. Cost $63.27 Unrealized +20.7%
TGT TARGET CORP 0.3%
Value ($000) $744 Shares 13,480 Est. Cost $58.64 Unrealized -18.2%
36 PERCENT RIDINGER FARM LAND LLC 0.3%
Value ($000) $720 Shares 1 Est. Cost $720000.00 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $685 Shares 9,450 Est. Cost $28.46 Unrealized +1.3%
WMT WAL-MART STORES INC 0.2%
Value ($000) $635 Shares 8,812 Est. Cost $19.87 Unrealized -0.4%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $620 Shares 7,407 Est. Cost $31.33 Unrealized +86.8%
48.375 PERCENT INTEREST IN THE EDWA 0.2%
Value ($000) $612 Shares 1 Est. Cost $590000.00 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $607 Shares 5,053 Est. Cost $62.41 Unrealized +46.3%
DHR DANAHER CORP DEL 0.2%
Value ($000) $602 Shares 7,036 Est. Cost $30.77 Unrealized +131.6%
ELV ANTHEM INC 0.2%
Value ($000) $590 Shares 3,570 Est. Cost $118.58 Unrealized +19.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $568 Shares 4,425 Est. Cost $18.60 Unrealized +35.2%
TATE FAMILY HOLDINGS LLC - 3 0.2%
Value ($000) $560 Shares 1 Est. Cost $560000.00 Unrealized
V VISA INC 0.2%
Value ($000) $557 Shares 6,273 Est. Cost $68.69 Unrealized +17.8%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $555 Shares 4,609 Est. Cost $81.32 Unrealized +21.6%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $530 Shares 4,024 Est. Cost $72.85 Unrealized +27.1%
GOOG ALPHABET INC 0.2%
Value ($000) $519 Shares 626 Est. Cost $35.73 Unrealized +14.0%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $512 Shares 10,704 Est. Cost $47.42 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $510 Shares 4,984 Est. Cost $76.76 Unrealized +10.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $496 Shares 6,160 Est. Cost $58.10 Unrealized +7.4%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $475 Shares 3,093 Est. Cost $126.34 Unrealized +18.1%
GOODLOE ASPHALT L C-30 PERCENT 0.2%
Value ($000) $452 Shares 1 Est. Cost $452000.00 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $442 Shares 8,885 Est. Cost $25.81 Unrealized +32.3%
110 SOUTH PERRY, LLC- 30 PERCENT OW 0.2%
Value ($000) $435 Shares 1 Est. Cost $435000.00 Unrealized
MKL MARKEL CORP 0.2%
Value ($000) $435 Shares 446 Est. Cost $931.49 Unrealized +1.5%
BAC BANK AMER CORP 0.2%
Value ($000) $434 Shares 18,396 Est. Cost $15.68 Unrealized +23.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $405 Shares 5,974 Est. Cost $55.11 Unrealized -8.1%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $400 Shares 11,500 Est. Cost $15.53 Unrealized +91.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $392 Shares 2,092 Est. Cost $80.10 Unrealized +89.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $390 Shares 4,995 Est. Cost $62.11 Unrealized +2.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $382 Shares 8,867 Est. Cost $29.42 Unrealized +22.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $350 Shares 5,850 Est. Cost $44.53 Unrealized +7.6%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $349 Shares 4,350 Est. Cost $64.53 Unrealized
PPL PPL CORP 0.1%
Value ($000) $345 Shares 9,247 Est. Cost $17.70 Unrealized +35.8%
SUNTRUST BKS INC 0.1%
Value ($000) $337 Shares 6,091 Est. Cost $42.85 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $326 Shares 1,050 Est. Cost $62.94 Unrealized +47.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $325 Shares 8,642 Est. Cost $26.42 Unrealized +13.2%
BP BP PLC 0.1%
Value ($000) $324 Shares 9,387 Est. Cost $37.42 Unrealized
PRAXAIR INC 0.1%
Value ($000) $303 Shares 2,552 Est. Cost $119.83 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $295 Shares 3,800 Est. Cost $34.98 Unrealized +56.3%
DOV DOVER CORP 0.1%
Value ($000) $291 Shares 3,625 Est. Cost $50.30 Unrealized +9.8%
BCE BCE INC 0.1%
Value ($000) $288 Shares 6,508 Est. Cost $23.20 Unrealized +10.7%
EEMV ISHARES 0.1%
Value ($000) $274 Shares 5,125 Est. Cost $48.70 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $273 Shares 3,287 Est. Cost $68.86 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $273 Shares 5,475 Est. Cost $45.53 Unrealized -19.7%
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
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $255 Shares 2,102 Est. Cost $83.98 Unrealized +4.6%
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $252 Shares 6,918 Est. Cost $33.10 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $249 Shares 1,518 Est. Cost $114.79 Unrealized +10.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $240 Shares 4,405 Est. Cost $38.06 Unrealized +4.9%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $236 Shares 1,090 Est. Cost $205.50 Unrealized
BA BOEING CO 0.1%
Value ($000) $230 Shares 1,300 Est. Cost $135.00 Unrealized +17.6%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $228 Shares 2,513 Est. Cost $53.84 Unrealized +11.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $214 Shares 241 Est. Cost $41.67 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $214 Shares 3,100 Est. Cost $15.25 Unrealized -16.9%
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $213 Shares 3,229 Est. Cost $77.78 Unrealized
ROGERS REALTY MORTGAGE 0.1%
Value ($000) $207 Shares 1 Est. Cost $207000.00 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $204 Shares 3,494 Est. Cost $46.79 Unrealized 0.0%
PRICELINE GRP INC 0.1%
Value ($000) $201 Shares 113 Est. Cost $1778.76 Unrealized
101 WEST COMMERCE, LLC. - 20 0.1%
Value ($000) $200 Shares 1 Est. Cost $200000.00 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $173 Shares 14,829 Est. Cost $8.14 Unrealized -4.4%
ALGAE TEC LTD 0.0%
Value ($000) $12 Shares 30,000 Est. Cost $0.88 Unrealized