Atlantic Union Bankshares Corp Diversified Active

CIK: 0000883948 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 12, 2017

Total Value ($000): $289,055 (100.0% shares, 0.0% debt)

Holdings (139)

HEARTSONG INVESTING LIMITED 3.0%
Value ($000) $8,700 Shares 1 Est. Cost $8700000.00 Unrealized
XOM EXXON MOBIL CORP 3.0%
Value ($000) $8,697 Shares 107,722 Est. Cost $57.16 Unrealized -3.0%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $7,259 Shares 54,867 Est. Cost $68.71 Unrealized +46.1%
AAPL APPLE INC 2.5%
Value ($000) $7,256 Shares 50,382 Est. Cost $26.23 Unrealized +30.8%
CVX CHEVRON CORP NEW 2.5%
Value ($000) $7,088 Shares 67,935 Est. Cost $66.68 Unrealized +9.8%
T AT&T INC 2.2%
Value ($000) $6,372 Shares 168,895 Est. Cost $11.50 Unrealized +38.5%
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $5,733 Shares 65,781 Est. Cost $57.36 Unrealized +22.3%
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $5,727 Shares 128,230 Est. Cost $27.18 Unrealized +8.6%
DIS DISNEY WALT CO 1.8%
Value ($000) $5,298 Shares 49,866 Est. Cost $88.81 Unrealized +15.4%
CVS CVS HEALTH CORP 1.8%
Value ($000) $5,251 Shares 65,251 Est. Cost $61.36 Unrealized -1.7%
PM PHILIP MORRIS INTL INC 1.8%
Value ($000) $5,186 Shares 44,147 Est. Cost $47.04 Unrealized +57.9%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $5,160 Shares 56,459 Est. Cost $51.31 Unrealized +33.6%
THE WILTON COMPANIES, LLC CL 1.7%
Value ($000) $4,990 Shares 3,119 Est. Cost $1599.87 Unrealized
UNION BANKSHARES CORP NEW 1.7%
Value ($000) $4,953 Shares 146,091 Est. Cost $25.74 Unrealized
QCOM QUALCOMM INC 1.7%
Value ($000) $4,878 Shares 88,344 Est. Cost $43.36 Unrealized +2.0%
MSFT MICROSOFT CORP 1.7%
Value ($000) $4,838 Shares 70,188 Est. Cost $32.84 Unrealized +89.8%
LOW LOWES COS INC 1.7%
Value ($000) $4,831 Shares 62,308 Est. Cost $44.79 Unrealized +55.6%
INTC INTEL CORP 1.7%
Value ($000) $4,799 Shares 142,238 Est. Cost $19.68 Unrealized +50.2%
BB&T CORP 1.7%
Value ($000) $4,795 Shares 105,600 Est. Cost $46.14 Unrealized
UNITED TECHNOLOGIES CORP 1.6%
Value ($000) $4,725 Shares 38,696 Est. Cost $103.59 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.6%
Value ($000) $4,660 Shares 30,291 Est. Cost $104.64 Unrealized -0.8%
ES EVERSOURCE ENERGY 1.6%
Value ($000) $4,609 Shares 75,916 Est. Cost $36.72 Unrealized +22.7%
GLW CORNING INC 1.6%
Value ($000) $4,553 Shares 151,515 Est. Cost $15.52 Unrealized +46.7%
MMM 3M CO 1.6%
Value ($000) $4,508 Shares 21,653 Est. Cost $79.74 Unrealized +56.3%
WESTROCK CO 1.5%
Value ($000) $4,397 Shares 77,609 Est. Cost $43.02 Unrealized
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $4,357 Shares 22,335 Est. Cost $145.23 Unrealized +10.6%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $4,347 Shares 51,595 Est. Cost $61.10 Unrealized +15.0%
ITW ILLINOIS TOOL WKS INC 1.5%
Value ($000) $4,326 Shares 30,198 Est. Cost $62.44 Unrealized +81.5%
CSCO CISCO SYS INC 1.5%
Value ($000) $4,233 Shares 135,256 Est. Cost $18.14 Unrealized +38.1%
PH PARKER HANNIFIN CORP 1.5%
Value ($000) $4,216 Shares 26,375 Est. Cost $98.89 Unrealized +40.6%
PFE PFIZER INC 1.4%
Value ($000) $4,153 Shares 123,620 Est. Cost $18.99 Unrealized +13.8%
PEP PEPSICO INC 1.4%
Value ($000) $4,136 Shares 35,812 Est. Cost $59.37 Unrealized +48.5%
GENERAL ELECTRIC CO 1.4%
Value ($000) $4,124 Shares 152,694 Est. Cost $25.72 Unrealized
GPC GENUINE PARTS CO 1.4%
Value ($000) $4,047 Shares 43,627 Est. Cost $63.80 Unrealized +12.0%
ORCL ORACLE CORP 1.4%
Value ($000) $4,047 Shares 80,701 Est. Cost $33.98 Unrealized +18.0%
AEA, LLC 1.3%
Value ($000) $3,840 Shares 7,500 Est. Cost $512.00 Unrealized
DUK DUKE ENERGY CORP NEW 1.3%
Value ($000) $3,803 Shares 45,496 Est. Cost $49.24 Unrealized +20.0%
ABT ABBOTT LABS 1.3%
Value ($000) $3,738 Shares 76,910 Est. Cost $33.69 Unrealized +15.5%
TE CONNECTIVITY LTD 1.3%
Value ($000) $3,707 Shares 47,107 Est. Cost $71.44 Unrealized
TROW PRICE T ROWE GROUP INC 1.3%
Value ($000) $3,658 Shares 49,287 Est. Cost $51.61 Unrealized +0.6%
NWL NEWELL BRANDS INC 1.2%
Value ($000) $3,409 Shares 63,588 Est. Cost $34.55 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 1.2%
Value ($000) $3,398 Shares 33,925 Est. Cost $68.42 Unrealized 0.0%
RAYTHEON CO 1.2%
Value ($000) $3,383 Shares 20,950 Est. Cost $96.16 Unrealized
SNYDER-HUNT CO LLP 1.2%
Value ($000) $3,338 Shares 75 Est. Cost $44506.67 Unrealized
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $3,307 Shares 11,910 Est. Cost $118.23 Unrealized +84.7%
PPG PPG INDS INC 1.1%
Value ($000) $3,224 Shares 29,319 Est. Cost $85.57 Unrealized +7.7%
NVS NOVARTIS A G 1.1%
Value ($000) $3,132 Shares 37,521 Est. Cost $78.69 Unrealized
LEG LEGGETT & PLATT INC 1.0%
Value ($000) $2,918 Shares 55,540 Est. Cost $35.84 Unrealized +45.6%
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $2,869 Shares 51,771 Est. Cost $34.92 Unrealized +20.8%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $2,864 Shares 23,155 Est. Cost $69.63 Unrealized +53.8%
KO COCA COLA CO 1.0%
Value ($000) $2,849 Shares 63,518 Est. Cost $27.75 Unrealized +21.3%
AJG GALLAGHER ARTHUR J & CO 0.8%
Value ($000) $2,419 Shares 42,252 Est. Cost $36.99 Unrealized +34.2%
MCD MCDONALDS CORP 0.8%
Value ($000) $2,318 Shares 15,139 Est. Cost $71.61 Unrealized +64.7%
OMC OMNICOM GROUP INC 0.8%
Value ($000) $2,287 Shares 27,590 Est. Cost $50.81 Unrealized +20.9%
DEO DIAGEO P L C 0.8%
Value ($000) $2,203 Shares 18,382 Est. Cost $122.77 Unrealized
D DOMINION ENERGY INC 0.7%
Value ($000) $2,141 Shares 27,951 Est. Cost $42.42 Unrealized +26.7%
BROADCOM LTD 0.7%
Value ($000) $1,896 Shares 8,135 Est. Cost $233.07 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $1,678 Shares 26,181 Est. Cost $40.68 Unrealized +14.4%
AEA, LLC 0.4%
Value ($000) $1,280 Shares 2,500 Est. Cost $512.00 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,146 Shares 15,807 Est. Cost $33.79 Unrealized +39.0%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $1,145 Shares 8,003 Est. Cost $111.62 Unrealized +2.9%
SNYDER-HUNT CO LLP 0.4%
Value ($000) $1,113 Shares 25 Est. Cost $44520.00 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $1,053 Shares 1,133 Est. Cost $37.07 Unrealized +25.2%
HD HOME DEPOT INC 0.4%
Value ($000) $1,032 Shares 6,727 Est. Cost $62.86 Unrealized +98.0%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,005 Shares 4,155 Est. Cost $190.49 Unrealized
RODGERS FAMILY INVESTMENTS 0.3%
Value ($000) $951 Shares 10 Est. Cost $95100.00 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $949 Shares 12,741 Est. Cost $18.54 Unrealized +112.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $919 Shares 5,426 Est. Cost $153.96 Unrealized +8.0%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $901 Shares 7,212 Est. Cost $70.77 Unrealized +27.6%
UNP UNION PAC CORP 0.3%
Value ($000) $878 Shares 8,056 Est. Cost $72.81 Unrealized +23.8%
SYY SYSCO CORP 0.3%
Value ($000) $816 Shares 16,200 Est. Cost $26.11 Unrealized +63.3%
IVV ISHARES TR 0.3%
Value ($000) $771 Shares 3,166 Est. Cost $204.82 Unrealized
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $728 Shares 8,814 Est. Cost $63.27 Unrealized +10.6%
36 PERCENT RIDINGER FARM LAND LLC 0.2%
Value ($000) $720 Shares 1 Est. Cost $720000.00 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $718 Shares 9,250 Est. Cost $28.46 Unrealized +8.0%
ELV ANTHEM INC 0.2%
Value ($000) $681 Shares 3,619 Est. Cost $119.14 Unrealized +34.6%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $670 Shares 7,407 Est. Cost $31.33 Unrealized +119.5%
TGT TARGET CORP 0.2%
Value ($000) $646 Shares 12,355 Est. Cost $58.64 Unrealized -27.4%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $634 Shares 4,525 Est. Cost $18.80 Unrealized +46.5%
WMT WAL-MART STORES INC 0.2%
Value ($000) $625 Shares 8,253 Est. Cost $19.87 Unrealized +10.8%
48.375 PERCENT INTEREST IN THE EDWA 0.2%
Value ($000) $612 Shares 1 Est. Cost $590000.00 Unrealized
V VISA INC 0.2%
Value ($000) $600 Shares 6,398 Est. Cost $69.06 Unrealized +26.6%
DHR DANAHER CORP DEL 0.2%
Value ($000) $598 Shares 7,085 Est. Cost $30.77 Unrealized +133.2%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $595 Shares 4,709 Est. Cost $81.76 Unrealized +24.6%
GOOG ALPHABET INC 0.2%
Value ($000) $589 Shares 648 Est. Cost $36.06 Unrealized +26.0%
TATE FAMILY HOLDINGS LLC - 3 0.2%
Value ($000) $560 Shares 1 Est. Cost $560000.00 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $551 Shares 4,264 Est. Cost $74.17 Unrealized +29.7%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $540 Shares 3,093 Est. Cost $126.34 Unrealized +29.9%
MDT MEDTRONIC PLC 0.2%
Value ($000) $539 Shares 6,070 Est. Cost $58.10 Unrealized +16.4%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $526 Shares 10,524 Est. Cost $47.42 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $510 Shares 4,984 Est. Cost $76.76 Unrealized +9.7%
BAC BANK AMER CORP 0.2%
Value ($000) $472 Shares 19,459 Est. Cost $15.86 Unrealized +20.4%
GOODLOE ASPHALT L C-30 PERCENT 0.2%
Value ($000) $452 Shares 1 Est. Cost $452000.00 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $441 Shares 6,234 Est. Cost $54.83 Unrealized -11.9%
MKL MARKEL CORP 0.2%
Value ($000) $435 Shares 446 Est. Cost $931.49 Unrealized +4.2%
110 SOUTH PERRY, LLC- 30 PERCENT OW 0.2%
Value ($000) $435 Shares 1 Est. Cost $435000.00 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $429 Shares 8,960 Est. Cost $25.81 Unrealized +35.9%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $419 Shares 2,112 Est. Cost $80.10 Unrealized +102.2%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $394 Shares 11,000 Est. Cost $15.53 Unrealized +86.5%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $369 Shares 1,050 Est. Cost $62.94 Unrealized +64.4%
PPL PPL CORP 0.1%
Value ($000) $362 Shares 9,364 Est. Cost $17.81 Unrealized +47.5%
SUNTRUST BKS INC 0.1%
Value ($000) $345 Shares 6,091 Est. Cost $42.85 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $341 Shares 4,226 Est. Cost $64.53 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $340 Shares 8,743 Est. Cost $26.48 Unrealized +20.5%
PRAXAIR INC 0.1%
Value ($000) $339 Shares 2,552 Est. Cost $119.83 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $331 Shares 5,550 Est. Cost $44.53 Unrealized +7.8%
SHM SPDR SER TR 0.1%
Value ($000) $325 Shares 6,692 Est. Cost $48.57 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $318 Shares 1,844 Est. Cost $116.66 Unrealized +7.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $310 Shares 4,705 Est. Cost $62.11 Unrealized -10.1%
BP BP PLC 0.1%
Value ($000) $301 Shares 8,695 Est. Cost $37.42 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $284 Shares 1,277 Est. Cost $207.98 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $283 Shares 3,500 Est. Cost $34.98 Unrealized +69.6%
BCE BCE INC 0.1%
Value ($000) $283 Shares 6,283 Est. Cost $23.20 Unrealized +14.7%
DOV DOVER CORP 0.1%
Value ($000) $283 Shares 3,525 Est. Cost $50.30 Unrealized +12.9%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $278 Shares 2,102 Est. Cost $83.98 Unrealized +22.5%
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $271 Shares 6,918 Est. Cost $33.10 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $271 Shares 6,270 Est. Cost $29.42 Unrealized +24.7%
BA BOEING CO 0.1%
Value ($000) $267 Shares 1,348 Est. Cost $136.42 Unrealized +28.2%
EDENS NEW PERRY, LLC - 0.1%
Value ($000) $265 Shares 1 Est. Cost $265000.00 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $262 Shares 3,116 Est. Cost $68.86 Unrealized
SCOTTISH HILLS ASSOC LLC 0.1%
Value ($000) $256 Shares 1 Est. Cost $214000.00 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $251 Shares 259 Est. Cost $42.09 Unrealized +13.3%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $248 Shares 2,888 Est. Cost $54.73 Unrealized +11.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $236 Shares 4,239 Est. Cost $38.06 Unrealized +4.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $234 Shares 5,325 Est. Cost $45.53 Unrealized -22.1%
ALL ALLSTATE CORP 0.1%
Value ($000) $228 Shares 2,580 Est. Cost $69.77 Unrealized 0.0%
DOW CHEM CO 0.1%
Value ($000) $224 Shares 3,557 Est. Cost $62.97 Unrealized
EEMV ISHARES 0.1%
Value ($000) $219 Shares 3,955 Est. Cost $48.70 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $213 Shares 4,100 Est. Cost $36.97 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $212 Shares 1,743 Est. Cost $98.76 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $211 Shares 1,370 Est. Cost $154.01 Unrealized
PRICELINE GRP INC 0.1%
Value ($000) $211 Shares 113 Est. Cost $1778.76 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $210 Shares 1,680 Est. Cost $87.55 Unrealized 0.0%
ROGERS REALTY MORTGAGE 0.1%
Value ($000) $207 Shares 1 Est. Cost $207000.00 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $204 Shares 3,508 Est. Cost $46.79 Unrealized +7.3%
101 WEST COMMERCE, LLC. - 20 0.1%
Value ($000) $200 Shares 1 Est. Cost $200000.00 Unrealized
VALE VALE S A 0.1%
Value ($000) $179 Shares 20,500 Est. Cost $8.73 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $168 Shares 15,003 Est. Cost $8.13 Unrealized -12.8%
ALGAE TEC LTD 0.0%
Value ($000) $10 Shares 30,000 Est. Cost $0.88 Unrealized