Weaver C. Barksdale & Associates, Inc. Diversified Active

Location: Nashville, TN

CIK: 0001294588 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value: $112M (100.0% shares, 0.0% debt)

Holdings (61)

ABBV ABBVIE INC 2.6%
Value $2.919M Shares 18,009 Est. Cost $34.61 Unrealized +265.2%
NXST NEXSTAR MEDIA GROUP INC 2.2%
Value $2.418M Shares 12,830 Est. Cost $134.05 Unrealized +12.7%
AFL AFLAC INC 2.1%
Value $2.384M Shares 37,022 Est. Cost $37.01 Unrealized +54.8%
AAPL APPLE INC 2.1%
Value $2.374M Shares 13,597 Est. Cost $154.84 Unrealized +6.5%
AMGN AMGEN INC 2.1%
Value $2.314M Shares 9,568 Est. Cost $126.32 Unrealized +60.9%
OGE OGE ENERGY CORP 2.0%
Value $2.299M Shares 56,379 Est. Cost $35.07 Unrealized +8.1%
AVGO BROADCOM INC 2.0%
Value $2.269M Shares 3,603 Est. Cost $51.79 Unrealized +6.4%
TD TORONTO DOMINION BK ONT 2.0%
Value $2.245M Shares 28,271 Est. Cost $50.92 Unrealized +58.2%
MET METLIFE INC 2.0%
Value $2.209M Shares 31,433 Est. Cost $55.44 Unrealized +8.4%
PRU PRUDENTIAL FINL INC 2.0%
Value $2.203M Shares 18,646 Est. Cost $61.76 Unrealized +52.4%
CVX CHEVRON CORP NEW 2.0%
Value $2.194M Shares 13,472 Est. Cost $96.10 Unrealized +27.7%
SCHW SCHWAB CHARLES CORP 1.9%
Value $2.185M Shares 25,920 Est. Cost $76.60 Unrealized +8.8%
AMP AMERIPRISE FINL INC 1.9%
Value $2.171M Shares 7,229 Est. Cost $103.84 Unrealized +175.0%
EOG EOG RES INC 1.9%
Value $2.15M Shares 18,035 Est. Cost $93.49 Unrealized 0.0%
PKG PACKAGING CORP AMER 1.9%
Value $2.12M Shares 13,580 Est. Cost $118.59 Unrealized +9.3%
MSFT MICROSOFT CORP 1.8%
Value $2.047M Shares 6,641 Est. Cost $34.18 Unrealized +752.6%
UPS UNITED PARCEL SERVICE INC 1.8%
Value $2.046M Shares 9,538 Est. Cost $72.37 Unrealized +144.8%
TXN TEXAS INSTRS INC 1.8%
Value $2M Shares 10,903 Est. Cost $64.41 Unrealized +144.2%
TRP TC ENERGY CORP 1.8%
Value $1.999M Shares 35,428 Est. Cost $43.00 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 1.8%
Value $1.997M Shares 56,324 Est. Cost $31.05 Unrealized -0.1%
CVS CVS HEALTH CORP 1.8%
Value $1.986M Shares 19,621 Est. Cost $61.84 Unrealized +48.8%
CSCO CISCO SYS INC 1.8%
Value $1.981M Shares 35,529 Est. Cost $22.29 Unrealized +125.6%
GD GENERAL DYNAMICS CORP 1.7%
Value $1.95M Shares 8,086 Est. Cost $112.96 Unrealized +81.3%
ITW ILLINOIS TOOL WKS INC 1.7%
Value $1.944M Shares 9,285 Est. Cost $210.21 Unrealized -3.1%
GPC GENUINE PARTS CO 1.7%
Value $1.941M Shares 15,399 Est. Cost $66.27 Unrealized +75.2%
PFE PFIZER INC 1.7%
Value $1.938M Shares 37,435 Est. Cost $20.93 Unrealized +102.9%
EMN EASTMAN CHEM CO 1.7%
Value $1.9M Shares 16,955 Est. Cost $95.24 Unrealized +6.0%
TSN TYSON FOODS INC 1.7%
Value $1.899M Shares 21,189 Est. Cost $72.22 Unrealized +11.3%
ENB ENBRIDGE INC 1.7%
Value $1.888M Shares 40,961 Est. Cost $30.70 Unrealized +8.4%
DGX QUEST DIAGNOSTICS INC 1.7%
Value $1.885M Shares 13,773 Est. Cost $140.31 Unrealized -8.0%
HUBB HUBBELL INC 1.7%
Value $1.885M Shares 10,260 Est. Cost $185.45 Unrealized -4.7%
LMT LOCKHEED MARTIN CORP 1.7%
Value $1.867M Shares 4,229 Est. Cost $106.46 Unrealized +242.9%
PSX PHILLIPS 66 1.6%
Value $1.824M Shares 21,109 Est. Cost $68.11 Unrealized +6.9%
AES AES CORP 1.6%
Value $1.816M Shares 70,582 Est. Cost $12.12 Unrealized +59.7%
KEY KEYCORP 1.6%
Value $1.814M Shares 81,064 Est. Cost $16.85 Unrealized +20.5%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value $1.812M Shares 35,581 Est. Cost $32.28 Unrealized +28.6%
SNA SNAP ON INC 1.6%
Value $1.806M Shares 8,791 Est. Cost $191.56 Unrealized -0.6%
LOW LOWES COS INC 1.6%
Value $1.791M Shares 8,857 Est. Cost $67.45 Unrealized +216.3%
ORI OLD REP INTL CORP 1.6%
Value $1.76M Shares 68,042 Est. Cost $10.14 Unrealized +90.1%
PFG PRINCIPAL FINANCIAL GROUP IN 1.6%
Value $1.76M Shares 23,978 Est. Cost $41.19 Unrealized +52.7%
BBY BEST BUY INC 1.5%
Value $1.702M Shares 18,722 Est. Cost $93.65 Unrealized -12.2%
WALGREENS BOOTS ALLIANCE INC 1.5%
Value $1.698M Shares 37,932 Est. Cost $52.06 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value $1.678M Shares 22,978 Est. Cost $49.35 Unrealized +15.2%
SJM SMUCKER J M CO 1.5%
Value $1.659M Shares 12,249 Est. Cost $111.12 Unrealized +7.5%
JNJ JOHNSON & JOHNSON 1.5%
Value $1.629M Shares 9,189 Est. Cost $71.83 Unrealized +111.3%
BEN FRANKLIN RESOURCES INC 1.4%
Value $1.619M Shares 57,989 Est. Cost $26.55 Unrealized -6.3%
TFC TRUIST FINL CORP 1.4%
Value $1.604M Shares 28,292 Est. Cost $49.72 Unrealized +1.8%
JPM JPMORGAN CHASE & CO 1.4%
Value $1.59M Shares 11,665 Est. Cost $115.15 Unrealized +16.1%
UGI UGI CORP NEW 1.4%
Value $1.573M Shares 43,441 Est. Cost $44.25 Unrealized -9.6%
MDT MEDTRONIC PLC 1.4%
Value $1.571M Shares 14,159 Est. Cost $64.19 Unrealized +45.9%
O REALTY INCOME CORP 1.4%
Value $1.568M Shares 22,627 Est. Cost $33.05 Unrealized +67.4%
CMI CUMMINS INC 1.3%
Value $1.503M Shares 7,329 Est. Cost $85.98 Unrealized +128.7%
MMM 3M CO 1.3%
Value $1.436M Shares 9,645 Est. Cost $95.80 Unrealized +19.6%
TROW PRICE T ROWE GROUP INC 1.3%
Value $1.43M Shares 9,455 Est. Cost $168.12 Unrealized -23.2%
MRK MERCK & CO INC 1.2%
Value $1.377M Shares 16,788 Est. Cost $39.73 Unrealized +75.8%
INTC INTEL CORP 1.2%
Value $1.372M Shares 27,691 Est. Cost $38.44 Unrealized +20.2%
MPC MARATHON PETE CORP 1.0%
Value $1.133M Shares 13,248 Est. Cost $44.18 Unrealized +57.7%
STORE CAP CORP 1.0%
Value $1.124M Shares 38,470 Est. Cost $26.09 Unrealized
OHI OMEGA HEALTHCARE INVS INC 1.0%
Value $1.105M Shares 35,447 Est. Cost $31.58 Unrealized
T AT&T INC 1.0%
Value $1.083M Shares 45,851 Est. Cost $13.67 Unrealized +9.1%
PARAMOUNT GLOBAL 0.8%
Value $864K Shares 22,861 Est. Cost $30.30 Unrealized