Atlantic Union Bankshares Corp Diversified Active

CIK: 0000883948 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 10, 2018

Total Value ($000): $323,132 (100.0% shares, 0.0% debt)

Holdings (134)

ERIE ERIE INDTY CO 5.0%
Value ($000) $16,071 Shares 131,900 Est. Cost $102.39 Unrealized 0.0%
AAPL APPLE INC 2.8%
Value ($000) $9,101 Shares 53,784 Est. Cost $27.23 Unrealized +43.5%
XOM EXXON MOBIL CORP 2.8%
Value ($000) $9,043 Shares 108,114 Est. Cost $57.16 Unrealized -0.1%
HEARTSONG INVESTING LIMITED 2.7%
Value ($000) $8,700 Shares 1 Est. Cost $8700000.00 Unrealized
CVX CHEVRON CORP NEW 2.6%
Value ($000) $8,329 Shares 66,532 Est. Cost $66.68 Unrealized +25.3%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $7,426 Shares 53,153 Est. Cost $68.71 Unrealized +61.5%
VZ VERIZON COMMUNICATIONS INC 2.2%
Value ($000) $6,979 Shares 131,858 Est. Cost $27.24 Unrealized +17.3%
T AT&T INC 2.1%
Value ($000) $6,706 Shares 172,464 Est. Cost $11.55 Unrealized +32.0%
INTC INTEL CORP 2.0%
Value ($000) $6,471 Shares 140,188 Est. Cost $19.68 Unrealized +85.7%
CSCO CISCO SYS INC 2.0%
Value ($000) $6,425 Shares 167,758 Est. Cost $20.00 Unrealized +39.8%
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $5,977 Shares 65,056 Est. Cost $57.36 Unrealized +26.7%
LOW LOWES COS INC 1.8%
Value ($000) $5,875 Shares 63,216 Est. Cost $45.12 Unrealized +57.9%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $5,860 Shares 54,799 Est. Cost $51.31 Unrealized +58.5%
QCOM QUALCOMM INC 1.8%
Value ($000) $5,846 Shares 91,318 Est. Cost $43.48 Unrealized +12.7%
MSFT MICROSOFT CORP 1.8%
Value ($000) $5,657 Shares 66,126 Est. Cost $32.84 Unrealized +129.1%
THE WILTON COMPANIES, LLC CL 1.7%
Value ($000) $5,614 Shares 3,119 Est. Cost $1599.87 Unrealized
DIS DISNEY WALT CO 1.7%
Value ($000) $5,406 Shares 50,285 Est. Cost $88.95 Unrealized +9.4%
BB&T CORP 1.6%
Value ($000) $5,240 Shares 105,396 Est. Cost $46.14 Unrealized
PNC PNC FINL SVCS GROUP INC 1.6%
Value ($000) $5,025 Shares 34,828 Est. Cost $93.35 Unrealized +12.1%
MMM 3M CO 1.6%
Value ($000) $5,023 Shares 21,340 Est. Cost $79.74 Unrealized +81.8%
PH PARKER HANNIFIN CORP 1.5%
Value ($000) $4,886 Shares 24,484 Est. Cost $98.89 Unrealized +66.2%
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $4,877 Shares 38,231 Est. Cost $103.93 Unrealized
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $4,873 Shares 49,072 Est. Cost $61.10 Unrealized +39.5%
PM PHILIP MORRIS INTL INC 1.5%
Value ($000) $4,823 Shares 45,657 Est. Cost $47.82 Unrealized +45.5%
GLW CORNING INC 1.5%
Value ($000) $4,809 Shares 150,308 Est. Cost $15.52 Unrealized +62.5%
ITW ILLINOIS TOOL WKS INC 1.5%
Value ($000) $4,731 Shares 28,352 Est. Cost $62.44 Unrealized +109.6%
GPC GENUINE PARTS CO 1.5%
Value ($000) $4,700 Shares 49,474 Est. Cost $64.13 Unrealized +12.4%
ES EVERSOURCE ENERGY 1.5%
Value ($000) $4,692 Shares 74,260 Est. Cost $36.72 Unrealized +29.4%
WESTROCK CO 1.4%
Value ($000) $4,671 Shares 73,907 Est. Cost $43.02 Unrealized
BDX BECTON DICKINSON & CO 1.4%
Value ($000) $4,628 Shares 21,619 Est. Cost $145.23 Unrealized +27.7%
SNYDER-HUNT CO LLP 1.4%
Value ($000) $4,575 Shares 75 Est. Cost $44506.67 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $4,501 Shares 124,261 Est. Cost $18.99 Unrealized +25.3%
TE CONNECTIVITY LTD 1.4%
Value ($000) $4,404 Shares 46,335 Est. Cost $71.44 Unrealized
ABT ABBOTT LABS 1.3%
Value ($000) $4,261 Shares 74,647 Est. Cost $33.69 Unrealized +42.8%
PEP PEPSICO INC 1.3%
Value ($000) $4,224 Shares 35,230 Est. Cost $59.37 Unrealized +49.9%
CCI CROWN CASTLE INTL CORP NEW 1.3%
Value ($000) $4,196 Shares 37,793 Est. Cost $69.18 Unrealized +10.6%
AEA, LLC 1.2%
Value ($000) $3,960 Shares 7,500 Est. Cost $512.00 Unrealized
DUK DUKE ENERGY CORP NEW 1.2%
Value ($000) $3,861 Shares 45,905 Est. Cost $49.38 Unrealized +26.9%
ORCL ORACLE CORP 1.1%
Value ($000) $3,690 Shares 78,031 Est. Cost $33.98 Unrealized +28.0%
RAYTHEON CO 1.1%
Value ($000) $3,652 Shares 19,442 Est. Cost $96.16 Unrealized
DOWDUPONT INC 1.1%
Value ($000) $3,644 Shares 51,163 Est. Cost $70.85 Unrealized
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $3,524 Shares 10,978 Est. Cost $118.23 Unrealized +114.5%
SBUX STARBUCKS CORP 1.1%
Value ($000) $3,482 Shares 60,624 Est. Cost $46.73 Unrealized +1.4%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $3,333 Shares 21,771 Est. Cost $69.63 Unrealized +84.6%
NVS NOVARTIS A G 1.0%
Value ($000) $3,158 Shares 37,609 Est. Cost $78.69 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $2,957 Shares 2,529 Est. Cost $48.80 Unrealized +12.7%
KO COCA COLA CO 0.9%
Value ($000) $2,898 Shares 63,177 Est. Cost $27.75 Unrealized +28.4%
UNION BANKSHARES CORP NEW 0.9%
Value ($000) $2,755 Shares 76,148 Est. Cost $25.74 Unrealized
DEO DIAGEO P L C 0.8%
Value ($000) $2,611 Shares 17,877 Est. Cost $122.77 Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $2,593 Shares 35,765 Est. Cost $61.35 Unrealized -8.3%
AJG GALLAGHER ARTHUR J & CO 0.8%
Value ($000) $2,566 Shares 40,561 Est. Cost $36.99 Unrealized +53.7%
MCD MCDONALDS CORP 0.8%
Value ($000) $2,540 Shares 14,759 Est. Cost $71.61 Unrealized +93.6%
LEG LEGGETT & PLATT INC 0.7%
Value ($000) $2,411 Shares 50,509 Est. Cost $35.84 Unrealized +31.7%
BROADCOM LTD 0.7%
Value ($000) $2,372 Shares 9,234 Est. Cost $235.21 Unrealized
MDT MEDTRONIC PLC 0.7%
Value ($000) $2,297 Shares 28,440 Est. Cost $63.53 Unrealized +2.3%
D DOMINION ENERGY INC 0.7%
Value ($000) $2,278 Shares 28,105 Est. Cost $42.72 Unrealized +32.1%
OMC OMNICOM GROUP INC 0.7%
Value ($000) $2,127 Shares 29,208 Est. Cost $51.06 Unrealized +4.9%
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $2,026 Shares 17,005 Est. Cost $86.27 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.6%
Value ($000) $1,912 Shares 20,128 Est. Cost $86.96 Unrealized 0.0%
SNYDER-HUNT CO LLP 0.5%
Value ($000) $1,525 Shares 25 Est. Cost $44520.00 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,515 Shares 15,664 Est. Cost $33.79 Unrealized +98.0%
MRK MERCK & CO INC 0.4%
Value ($000) $1,412 Shares 25,096 Est. Cost $40.68 Unrealized +5.7%
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) $1,297 Shares 7,903 Est. Cost $111.76 Unrealized +16.6%
TRV TARGET CORP 0.4%
Value ($000) $1,259 Shares 14,314 Est. Cost $101.22 Unrealized +9.2%
HD HOME DEPOT INC 0.4%
Value ($000) $1,256 Shares 6,624 Est. Cost $62.86 Unrealized +125.4%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,181 Shares 1,121 Est. Cost $37.07 Unrealized +38.2%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,089 Shares 4,080 Est. Cost $190.49 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,055 Shares 60,461 Est. Cost $25.62 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $1,049 Shares 7,827 Est. Cost $72.81 Unrealized +38.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $966 Shares 4,876 Est. Cost $153.96 Unrealized +23.3%
SYY SYSCO CORP 0.3%
Value ($000) $962 Shares 15,850 Est. Cost $26.11 Unrealized +75.5%
MO ALTRIA GROUP INC 0.3%
Value ($000) $952 Shares 13,334 Est. Cost $19.67 Unrealized +86.2%
RODGERS FAMILY INVESTMENTS 0.3%
Value ($000) $951 Shares 10 Est. Cost $95100.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $879 Shares 5,728 Est. Cost $104.64 Unrealized -2.4%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $832 Shares 8,359 Est. Cost $63.27 Unrealized +25.3%
AFL AFLAC INC 0.2%
Value ($000) $799 Shares 9,095 Est. Cost $28.46 Unrealized +24.0%
IVV ISHARES TR 0.2%
Value ($000) $748 Shares 2,781 Est. Cost $204.82 Unrealized
ELV ANTHEM INC 0.2%
Value ($000) $742 Shares 3,295 Est. Cost $119.14 Unrealized +60.7%
V VISA INC 0.2%
Value ($000) $730 Shares 6,398 Est. Cost $69.06 Unrealized +51.2%
WMT WAL-MART STORES INC 0.2%
Value ($000) $706 Shares 7,148 Est. Cost $19.87 Unrealized +35.0%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $689 Shares 7,177 Est. Cost $31.33 Unrealized +115.3%
GOOG ALPHABET INC 0.2%
Value ($000) $678 Shares 648 Est. Cost $36.06 Unrealized +40.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $656 Shares 4,200 Est. Cost $18.80 Unrealized +67.7%
BAC BANK AMER CORP 0.2%
Value ($000) $642 Shares 21,760 Est. Cost $16.27 Unrealized +40.0%
48.375 PERCENT INTEREST IN THE EDWA 0.2%
Value ($000) $612 Shares 1 Est. Cost $590000.00 Unrealized
DHR DANAHER CORP DEL 0.2%
Value ($000) $601 Shares 6,476 Est. Cost $30.77 Unrealized +154.2%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $587 Shares 3,093 Est. Cost $126.34 Unrealized +48.4%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $570 Shares 10,419 Est. Cost $47.42 Unrealized
TATE FAMILY HOLDINGS LLC - 3 0.2%
Value ($000) $560 Shares 1 Est. Cost $560000.00 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $517 Shares 4,412 Est. Cost $76.76 Unrealized +25.3%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $497 Shares 4,120 Est. Cost $74.17 Unrealized +18.1%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $474 Shares 11,000 Est. Cost $15.53 Unrealized +109.0%
GOODLOE ASPHALT L C-30 PERCENT 0.1%
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
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $431 Shares 1,050 Est. Cost $62.94 Unrealized +94.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $429 Shares 2,111 Est. Cost $80.10 Unrealized +112.7%
PPG PPG INDS INC 0.1%
Value ($000) $421 Shares 3,604 Est. Cost $85.57 Unrealized +15.7%
SO SOUTHERN CO 0.1%
Value ($000) $408 Shares 8,472 Est. Cost $25.81 Unrealized +41.2%
BA BOEING CO 0.1%
Value ($000) $398 Shares 1,348 Est. Cost $136.42 Unrealized +88.7%
SUNTRUST BKS INC 0.1%
Value ($000) $394 Shares 6,091 Est. Cost $42.85 Unrealized
MKL MARKEL CORP 0.1%
Value ($000) $394 Shares 346 Est. Cost $931.49 Unrealized +17.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $350 Shares 8,743 Est. Cost $27.30 Unrealized +12.4%
36 PERCENT RIDINGER FARM LAND LLC 0.1%
Value ($000) $347 Shares 1 Est. Cost $720000.00 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $335 Shares 3,940 Est. Cost $37.91 Unrealized +69.0%
BP BP PLC 0.1%
Value ($000) $334 Shares 7,950 Est. Cost $37.42 Unrealized
PRAXAIR INC 0.1%
Value ($000) $321 Shares 2,074 Est. Cost $119.83 Unrealized
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $301 Shares 6,918 Est. Cost $33.10 Unrealized
BCE BCE INC 0.1%
Value ($000) $289 Shares 6,010 Est. Cost $23.20 Unrealized +24.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $288 Shares 1,177 Est. Cost $207.98 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $288 Shares 2,850 Est. Cost $50.30 Unrealized +35.4%
AMGN AMGEN INC 0.1%
Value ($000) $277 Shares 1,594 Est. Cost $116.66 Unrealized +18.5%
PPL PPL CORP 0.1%
Value ($000) $277 Shares 8,956 Est. Cost $17.95 Unrealized +38.6%
ALL ALLSTATE CORP 0.1%
Value ($000) $270 Shares 2,580 Est. Cost $69.77 Unrealized +17.2%
EDENS NEW PERRY, LLC - 0.1%
Value ($000) $265 Shares 1 Est. Cost $265000.00 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $252 Shares 1,743 Est. Cost $98.76 Unrealized +15.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $249 Shares 4,540 Est. Cost $45.53 Unrealized -12.9%
CME CME GROUP INC 0.1%
Value ($000) $245 Shares 1,680 Est. Cost $87.55 Unrealized +20.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $245 Shares 5,734 Est. Cost $29.76 Unrealized +15.9%
SPDR SER TR 0.1%
Value ($000) $240 Shares 5,000 Est. Cost $48.00 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $237 Shares 3,396 Est. Cost $44.53 Unrealized +19.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $236 Shares 3,304 Est. Cost $54.83 Unrealized +2.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $235 Shares 3,825 Est. Cost $38.06 Unrealized +22.1%
ISHARES INC 0.1%
Value ($000) $222 Shares 3,655 Est. Cost $60.74 Unrealized
3 CHOPT 8201, LLC 0.1%
Value ($000) $218 Shares 1 Est. Cost $218000.00 Unrealized
VALE VALE S A 0.1%
Value ($000) $216 Shares 20,500 Est. Cost $8.73 Unrealized
SCOTTISH HILLS ASSOC LLC 0.1%
Value ($000) $215 Shares 1 Est. Cost $214000.00 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $215 Shares 2,760 Est. Cost $54.73 Unrealized -2.5%
USB US BANCORP DEL 0.1%
Value ($000) $214 Shares 4,000 Est. Cost $36.97 Unrealized +5.6%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $212 Shares 3,175 Est. Cost $66.77 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) $183 Shares 14,719 Est. Cost $8.13 Unrealized -1.4%
EDGEWATER WIRELESS SYS INC 0.0%
Value ($000) $8 Shares 15,666 Est. Cost $0.51 Unrealized
ALGAE TEC LTD 0.0%
Value ($000) $6 Shares 30,000 Est. Cost $0.88 Unrealized