Atlantic Union Bankshares Corp Diversified Active

CIK: 0000883948 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 13, 2017

Total Value ($000): $297,144 (100.0% shares, 0.0% debt)

Holdings (141)

XOM EXXON MOBIL CORP 3.0%
Value ($000) $8,872 Shares 108,223 Est. Cost $57.16 Unrealized -4.9%
HEARTSONG INVESTING LIMITED 2.9%
Value ($000) $8,700 Shares 1 Est. Cost $8700000.00 Unrealized
CVX CHEVRON CORP NEW 2.7%
Value ($000) $7,940 Shares 67,579 Est. Cost $66.68 Unrealized +14.3%
AAPL APPLE INC 2.6%
Value ($000) $7,642 Shares 49,583 Est. Cost $26.23 Unrealized +37.8%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $7,068 Shares 54,366 Est. Cost $68.71 Unrealized +52.8%
T AT&T INC 2.2%
Value ($000) $6,653 Shares 169,851 Est. Cost $11.50 Unrealized +35.7%
VZ VERIZON COMMUNICATIONS INC 2.2%
Value ($000) $6,479 Shares 130,914 Est. Cost $27.24 Unrealized +10.9%
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $5,994 Shares 65,879 Est. Cost $57.36 Unrealized +27.3%
INTC INTEL CORP 1.8%
Value ($000) $5,461 Shares 143,404 Est. Cost $19.68 Unrealized +50.3%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $5,390 Shares 56,444 Est. Cost $51.31 Unrealized +43.6%
CVS CVS HEALTH CORP 1.8%
Value ($000) $5,366 Shares 65,977 Est. Cost $61.35 Unrealized -0.9%
UNION BANKSHARES CORP NEW 1.7%
Value ($000) $5,157 Shares 146,090 Est. Cost $25.74 Unrealized
LOW LOWES COS INC 1.7%
Value ($000) $5,063 Shares 63,331 Est. Cost $45.12 Unrealized +45.5%
MSFT MICROSOFT CORP 1.7%
Value ($000) $5,047 Shares 67,752 Est. Cost $32.84 Unrealized +103.0%
DIS DISNEY WALT CO 1.7%
Value ($000) $4,996 Shares 50,691 Est. Cost $88.95 Unrealized +9.0%
THE WILTON COMPANIES, LLC CL 1.7%
Value ($000) $4,990 Shares 3,119 Est. Cost $1599.87 Unrealized
BB&T CORP 1.7%
Value ($000) $4,937 Shares 105,159 Est. Cost $46.14 Unrealized
PM PHILIP MORRIS INTL INC 1.6%
Value ($000) $4,892 Shares 44,070 Est. Cost $47.04 Unrealized +60.0%
GPC GENUINE PARTS CO 1.6%
Value ($000) $4,709 Shares 49,229 Est. Cost $64.13 Unrealized +4.0%
CSCO CISCO SYS INC 1.6%
Value ($000) $4,629 Shares 137,645 Est. Cost $18.26 Unrealized +35.3%
QCOM QUALCOMM INC 1.6%
Value ($000) $4,627 Shares 89,246 Est. Cost $43.35 Unrealized -2.4%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $4,588 Shares 50,718 Est. Cost $61.10 Unrealized +25.4%
SNYDER-HUNT CO LLP 1.5%
Value ($000) $4,575 Shares 75 Est. Cost $44506.67 Unrealized
MMM 3M CO 1.5%
Value ($000) $4,550 Shares 21,675 Est. Cost $79.74 Unrealized +62.9%
GLW CORNING INC 1.5%
Value ($000) $4,533 Shares 151,505 Est. Cost $15.52 Unrealized +52.0%
ES EVERSOURCE ENERGY 1.5%
Value ($000) $4,530 Shares 74,959 Est. Cost $36.72 Unrealized +25.3%
PFE 1PFIZER INC 1.5%
Value ($000) $4,443 Shares 124,450 Est. Cost $18.99 Unrealized +17.2%
IBM INTERNATIONAL BUSINESS MACHS 1.5%
Value ($000) $4,409 Shares 30,394 Est. Cost $104.64 Unrealized -7.4%
PH PARKER HANNIFIN CORP 1.5%
Value ($000) $4,409 Shares 25,189 Est. Cost $98.89 Unrealized +46.1%
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $4,376 Shares 37,694 Est. Cost $103.59 Unrealized
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $4,316 Shares 22,023 Est. Cost $145.23 Unrealized +17.8%
ITW ILLINOIS TOOL WKS INC 1.5%
Value ($000) $4,315 Shares 29,164 Est. Cost $62.44 Unrealized +85.9%
WESTROCK CO 1.4%
Value ($000) $4,236 Shares 74,665 Est. Cost $43.02 Unrealized
ABT ABBOTT LABS 1.4%
Value ($000) $4,078 Shares 76,411 Est. Cost $33.69 Unrealized +28.7%
PEP PEPSICO INC 1.3%
Value ($000) $4,004 Shares 35,926 Est. Cost $59.37 Unrealized +50.6%
AEA, LLC 1.3%
Value ($000) $3,960 Shares 7,500 Est. Cost $512.00 Unrealized
GENERAL ELECTRIC CO 1.3%
Value ($000) $3,934 Shares 162,706 Est. Cost $25.62 Unrealized
TE CONNECTIVITY LTD 1.3%
Value ($000) $3,907 Shares 47,037 Est. Cost $71.44 Unrealized
DUK DUKE ENERGY CORP NEW 1.3%
Value ($000) $3,865 Shares 46,048 Est. Cost $49.38 Unrealized +23.2%
ORCL ORACLE CORP 1.3%
Value ($000) $3,833 Shares 79,287 Est. Cost $33.98 Unrealized +29.3%
RAYTHEON CO 1.3%
Value ($000) $3,727 Shares 19,974 Est. Cost $96.16 Unrealized
PNC PNC FINL SVCS GROUP INC 1.2%
Value ($000) $3,492 Shares 25,907 Est. Cost $89.45 Unrealized +8.1%
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $3,487 Shares 11,238 Est. Cost $118.23 Unrealized +101.8%
CCI CROWN CASTLE INTL CORP NEW 1.2%
Value ($000) $3,421 Shares 34,219 Est. Cost $68.42 Unrealized +5.0%
NVS NOVARTIS A G 1.1%
Value ($000) $3,199 Shares 37,262 Est. Cost $78.69 Unrealized
PPG PPG INDS INC 1.1%
Value ($000) $3,134 Shares 28,845 Est. Cost $85.57 Unrealized +6.4%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $3,070 Shares 22,730 Est. Cost $69.63 Unrealized +64.7%
NWL NEWELL BRANDS INC 1.0%
Value ($000) $2,877 Shares 67,408 Est. Cost $34.49 Unrealized -3.0%
KO COCA COLA CO 1.0%
Value ($000) $2,874 Shares 63,861 Est. Cost $27.75 Unrealized +25.9%
LEG LEGGETT & PLATT INC 0.9%
Value ($000) $2,644 Shares 55,397 Est. Cost $35.84 Unrealized +34.9%
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $2,535 Shares 41,174 Est. Cost $36.99 Unrealized +40.6%
DEO DIAGEO P L C 0.8%
Value ($000) $2,391 Shares 18,091 Est. Cost $122.77 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $2,346 Shares 14,974 Est. Cost $71.61 Unrealized +79.7%
AMZN AMAZON COM INC 0.8%
Value ($000) $2,266 Shares 2,357 Est. Cost $48.35 Unrealized +1.6%
D DOMINION ENERGY INC 0.7%
Value ($000) $2,210 Shares 28,725 Est. Cost $42.72 Unrealized +25.6%
OMC OMNICOM GROUP INC 0.7%
Value ($000) $2,102 Shares 28,378 Est. Cost $50.98 Unrealized +12.0%
BROADCOM LTD 0.7%
Value ($000) $2,082 Shares 8,582 Est. Cost $233.56 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $1,921 Shares 35,770 Est. Cost $46.26 Unrealized -0.1%
MRK MERCK & CO INC 0.5%
Value ($000) $1,617 Shares 25,246 Est. Cost $40.68 Unrealized +14.7%
SNYDER-HUNT CO LLP 0.5%
Value ($000) $1,525 Shares 25 Est. Cost $44520.00 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,383 Shares 15,564 Est. Cost $33.79 Unrealized +58.8%
AEA, LLC 0.4%
Value ($000) $1,320 Shares 2,500 Est. Cost $512.00 Unrealized
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $1,233 Shares 8,154 Est. Cost $111.76 Unrealized +6.6%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,091 Shares 1,121 Est. Cost $37.07 Unrealized +27.0%
HD HOME DEPOT INC 0.4%
Value ($000) $1,089 Shares 6,658 Est. Cost $62.86 Unrealized +99.1%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,025 Shares 4,080 Est. Cost $190.49 Unrealized
RODGERS FAMILY INVESTMENTS 0.3%
Value ($000) $951 Shares 10 Est. Cost $95100.00 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $912 Shares 7,866 Est. Cost $72.81 Unrealized +22.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $894 Shares 4,876 Est. Cost $153.96 Unrealized +14.8%
SYY SYSCO CORP 0.3%
Value ($000) $872 Shares 16,150 Est. Cost $26.11 Unrealized +60.2%
MO ALTRIA GROUP INC 0.3%
Value ($000) $864 Shares 13,624 Est. Cost $19.67 Unrealized +83.5%
IVV ISHARES TR 0.3%
Value ($000) $757 Shares 2,991 Est. Cost $204.82 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $749 Shares 9,195 Est. Cost $28.46 Unrealized +16.4%
36 percent RIDINGER FARM LAND LLC 0.2%
Value ($000) $720 Shares 1 Est. Cost $720000.00 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $713 Shares 8,420 Est. Cost $63.27 Unrealized +12.7%
V VISA INC 0.2%
Value ($000) $673 Shares 6,398 Est. Cost $69.06 Unrealized +38.6%
DOWDUPONT INC 0.2%
Value ($000) $666 Shares 9,616 Est. Cost $69.26 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $663 Shares 4,525 Est. Cost $18.80 Unrealized +58.1%
WMT WAL-MART STORES INC 0.2%
Value ($000) $626 Shares 8,018 Est. Cost $19.87 Unrealized +15.3%
ELV ANTHEM INC 0.2%
Value ($000) $624 Shares 3,289 Est. Cost $119.14 Unrealized +43.1%
GOOG ALPHABET INC 0.2%
Value ($000) $622 Shares 648 Est. Cost $36.06 Unrealized +28.2%
48.375 percent INTEREST IN THE EDWA 0.2%
Value ($000) $612 Shares 1 Est. Cost $590000.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $585 Shares 3,093 Est. Cost $126.34 Unrealized +40.2%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $580 Shares 10,522 Est. Cost $34.92 Unrealized +20.7%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $573 Shares 7,277 Est. Cost $31.33 Unrealized +113.1%
DHR DANAHER CORP DEL 0.2%
Value ($000) $568 Shares 6,626 Est. Cost $30.77 Unrealized +131.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $566 Shares 4,619 Est. Cost $81.76 Unrealized +27.2%
TATE FAMILY HOLDINGS LLC - 3 0.2%
Value ($000) $560 Shares 1 Est. Cost $560000.00 Unrealized
BAC BANK AMER CORP 0.2%
Value ($000) $547 Shares 21,604 Est. Cost $16.27 Unrealized +22.7%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $545 Shares 10,347 Est. Cost $47.42 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $526 Shares 4,812 Est. Cost $76.76 Unrealized +16.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $493 Shares 6,340 Est. Cost $58.48 Unrealized +14.5%
TGT TARGET CORP 0.2%
Value ($000) $487 Shares 8,255 Est. Cost $58.64 Unrealized -24.7%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $484 Shares 4,120 Est. Cost $74.17 Unrealized +22.7%
MKL MARKEL CORP 0.2%
Value ($000) $476 Shares 446 Est. Cost $931.49 Unrealized +11.0%
GOODLOE ASPHALT L C-30 precent 0.2%
Value ($000) $452 Shares 1 Est. Cost $452000.00 Unrealized
110 SOUTH PERRY, LLC- 30 percent OW 0.1%
Value ($000) $435 Shares 1 Est. Cost $435000.00 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $434 Shares 2,111 Est. Cost $80.10 Unrealized +107.8%
SO SOUTHERN CO 0.1%
Value ($000) $420 Shares 8,542 Est. Cost $25.81 Unrealized +32.9%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $395 Shares 10,255 Est. Cost $27.30 Unrealized +17.3%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $379 Shares 11,000 Est. Cost $15.53 Unrealized +89.8%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $376 Shares 1,050 Est. Cost $62.94 Unrealized +69.2%
SUNTRUST BKS INC 0.1%
Value ($000) $364 Shares 6,091 Est. Cost $42.85 Unrealized
PRAXAIR INC 0.1%
Value ($000) $347 Shares 2,482 Est. Cost $119.83 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $344 Shares 1,844 Est. Cost $116.66 Unrealized +17.9%
EMR EMERSON ELEC CO 0.1%
Value ($000) $342 Shares 5,450 Est. Cost $44.53 Unrealized +10.6%
BA 1BOEING CO 0.1%
Value ($000) $342 Shares 1,348 Est. Cost $136.42 Unrealized +61.6%
PPL PPL CORP 0.1%
Value ($000) $333 Shares 8,771 Est. Cost $17.81 Unrealized +48.9%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $318 Shares 3,940 Est. Cost $37.91 Unrealized +61.6%
BP BP PLC 0.1%
Value ($000) $317 Shares 8,250 Est. Cost $37.42 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $317 Shares 4,546 Est. Cost $62.11 Unrealized -16.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $314 Shares 3,879 Est. Cost $54.83 Unrealized +2.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $287 Shares 2,102 Est. Cost $83.98 Unrealized +33.7%
BCE BCE INC 0.1%
Value ($000) $286 Shares 6,110 Est. Cost $23.20 Unrealized +20.5%
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $286 Shares 6,918 Est. Cost $33.10 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $273 Shares 6,702 Est. Cost $29.76 Unrealized +16.6%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $272 Shares 1,177 Est. Cost $207.98 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $270 Shares 2,950 Est. Cost $50.30 Unrealized +20.9%
EDENS NEW PERRY, LLC - 0.1%
Value ($000) $265 Shares 1 Est. Cost $265000.00 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $265 Shares 4,910 Est. Cost $53.97 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $263 Shares 4,125 Est. Cost $38.06 Unrealized +13.3%
SHM SPDR SER TR 0.1%
Value ($000) $243 Shares 5,000 Est. Cost $48.57 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $237 Shares 2,580 Est. Cost $69.77 Unrealized +7.7%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $231 Shares 1,743 Est. Cost $98.76 Unrealized +4.0%
EEMV ISHARES INC 0.1%
Value ($000) $230 Shares 3,955 Est. Cost $48.70 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $228 Shares 1,680 Est. Cost $87.55 Unrealized +6.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $227 Shares 4,540 Est. Cost $45.53 Unrealized -24.3%
CELGENE CORP 0.1%
Value ($000) $219 Shares 1,505 Est. Cost $145.51 Unrealized
3 CHOPT 8201, LLC 0.1%
Value ($000) $218 Shares 1 Est. Cost $218000.00 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $215 Shares 1,200 Est. Cost $4.11 Unrealized 0.0%
SCOTTISH HILLS ASSOC LLC 0.1%
Value ($000) $215 Shares 1 Est. Cost $214000.00 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $214 Shares 4,000 Est. Cost $36.97 Unrealized +2.1%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $214 Shares 2,760 Est. Cost $54.73 Unrealized +3.1%
PRICELINE GRP INC 0.1%
Value ($000) $207 Shares 113 Est. Cost $1778.76 Unrealized
ROGERS REALTY MORTGAGE 0.1%
Value ($000) $207 Shares 1 Est. Cost $207000.00 Unrealized
VALE VALE S A 0.1%
Value ($000) $206 Shares 20,500 Est. Cost $8.73 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $206 Shares 2,720 Est. Cost $66.66 Unrealized 0.0%
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) $174 Shares 14,519 Est. Cost $8.13 Unrealized -10.8%
TARGET CORP 0.0%
Value ($000) $109 Shares 1,845 Est. Cost $59.08 Unrealized
ALGAE TEC LTD 0.0%
Value ($000) $6 Shares 30,000 Est. Cost $0.88 Unrealized