Weaver C. Barksdale & Associates, Inc. Diversified Active

CIK: 0001294588 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $107,422 (100.0% shares, 0.0% debt)

Holdings (63)

AMGN AMGEN INC 2.3%
Value ($000) $2,508 Shares 10,310 Est. Cost $132.96 Unrealized +64.4%
OGE OGE ENERGY CORP 2.2%
Value ($000) $2,311 Shares 59,941 Est. Cost $35.35 Unrealized +12.4%
ABBV ABBVIE INC 2.1%
Value ($000) $2,229 Shares 14,552 Est. Cost $34.61 Unrealized +287.5%
NXST NEXSTAR MEDIA GROUP INC 2.1%
Value ($000) $2,221 Shares 13,638 Est. Cost $134.85 Unrealized +9.3%
GPC GENUINE PARTS CO 2.0%
Value ($000) $2,179 Shares 16,381 Est. Cost $69.51 Unrealized +73.1%
AFL AFLAC INC 2.0%
Value ($000) $2,178 Shares 39,359 Est. Cost $38.05 Unrealized +42.9%
UNILEVER PLC 2.0%
Value ($000) $2,109 Shares 46,008 Est. Cost $45.84 Unrealized
MET METLIFE INC 2.0%
Value ($000) $2,098 Shares 33,414 Est. Cost $55.67 Unrealized +6.5%
CVX CHEVRON CORP NEW 1.9%
Value ($000) $2,078 Shares 14,353 Est. Cost $98.96 Unrealized +44.2%
QCOM QUALCOMM INC 1.9%
Value ($000) $2,018 Shares 15,796 Est. Cost $124.91 Unrealized 0.0%
PKG PACKAGING CORP AMER 1.8%
Value ($000) $1,985 Shares 14,436 Est. Cost $119.74 Unrealized +15.3%
PFE PFIZER INC 1.8%
Value ($000) $1,983 Shares 37,817 Est. Cost $21.15 Unrealized +98.6%
AAPL APPLE INC 1.8%
Value ($000) $1,974 Shares 14,438 Est. Cost $154.48 Unrealized -3.8%
TD TORONTO DOMINION BK ONT 1.8%
Value ($000) $1,969 Shares 30,054 Est. Cost $52.21 Unrealized +39.1%
TRP TC ENERGY CORP 1.8%
Value ($000) $1,950 Shares 37,676 Est. Cost $43.19 Unrealized +6.8%
DGX QUEST DIAGNOSTICS INC 1.8%
Value ($000) $1,948 Shares 14,652 Est. Cost $139.51 Unrealized -9.0%
CVS CVS HEALTH CORP 1.8%
Value ($000) $1,947 Shares 21,012 Est. Cost $63.43 Unrealized +35.4%
TSN TYSON FOODS INC 1.8%
Value ($000) $1,939 Shares 22,534 Est. Cost $72.64 Unrealized +9.3%
LMT LOCKHEED MARTIN CORP 1.8%
Value ($000) $1,930 Shares 4,488 Est. Cost $123.28 Unrealized +222.7%
EOG EOG RES INC 1.8%
Value ($000) $1,927 Shares 17,451 Est. Cost $93.49 Unrealized +13.1%
VZ VERIZON COMMUNICATIONS INC 1.8%
Value ($000) $1,921 Shares 37,845 Est. Cost $32.75 Unrealized +22.5%
MRK MERCK & CO INC 1.8%
Value ($000) $1,916 Shares 21,021 Est. Cost $47.68 Unrealized +66.1%
GD GENERAL DYNAMICS CORP 1.8%
Value ($000) $1,902 Shares 8,597 Est. Cost $118.94 Unrealized +79.5%
PRU PRUDENTIAL FINL INC 1.8%
Value ($000) $1,897 Shares 19,831 Est. Cost $63.36 Unrealized +39.6%
AVGO BROADCOM INC 1.7%
Value ($000) $1,852 Shares 3,813 Est. Cost $51.82 Unrealized +1.1%
UPS UNITED PARCEL SERVICE INC 1.7%
Value ($000) $1,851 Shares 10,138 Est. Cost $77.16 Unrealized +98.7%
PSX PHILLIPS 66 1.7%
Value ($000) $1,848 Shares 22,541 Est. Cost $68.92 Unrealized +17.4%
SNA SNAP ON INC 1.7%
Value ($000) $1,841 Shares 9,343 Est. Cost $191.68 Unrealized +1.0%
ENB ENBRIDGE INC 1.7%
Value ($000) $1,837 Shares 43,515 Est. Cost $30.96 Unrealized +13.8%
AMP AMERIPRISE FINL INC 1.7%
Value ($000) $1,828 Shares 7,691 Est. Cost $112.86 Unrealized +125.1%
MSFT MICROSOFT CORP 1.7%
Value ($000) $1,811 Shares 7,053 Est. Cost $47.57 Unrealized +453.8%
CMCSA COMCAST CORP NEW 1.7%
Value ($000) $1,802 Shares 45,920 Est. Cost $38.36 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 1.7%
Value ($000) $1,801 Shares 9,882 Est. Cost $208.57 Unrealized -12.3%
BMY BRISTOL-MYERS SQUIBB CO 1.7%
Value ($000) $1,786 Shares 23,190 Est. Cost $49.35 Unrealized +31.6%
UGI UGI CORP NEW 1.7%
Value ($000) $1,783 Shares 46,181 Est. Cost $43.92 Unrealized -11.8%
TXN TEXAS INSTRS INC 1.7%
Value ($000) $1,780 Shares 11,588 Est. Cost $69.53 Unrealized +117.2%
SCHW SCHWAB CHARLES CORP 1.6%
Value ($000) $1,741 Shares 27,556 Est. Cost $75.94 Unrealized -13.7%
PFG PRINCIPAL FINANCIAL GROUP IN 1.6%
Value ($000) $1,705 Shares 25,523 Est. Cost $42.43 Unrealized +45.5%
SJM SMUCKER J M CO 1.5%
Value ($000) $1,665 Shares 13,009 Est. Cost $111.51 Unrealized +5.6%
INTERPUBLIC GROUP COS INC 1.5%
Value ($000) $1,663 Shares 60,412 Est. Cost $30.82 Unrealized -10.7%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $1,646 Shares 9,274 Est. Cost $71.83 Unrealized +122.7%
LOW LOWES COS INC 1.5%
Value ($000) $1,645 Shares 9,416 Est. Cost $74.10 Unrealized +142.3%
O REALTY INCOME CORP 1.5%
Value ($000) $1,641 Shares 24,044 Est. Cost $34.43 Unrealized +64.1%
EMN EASTMAN CHEM CO 1.5%
Value ($000) $1,618 Shares 18,027 Est. Cost $94.92 Unrealized -5.4%
ORI OLD REP INTL CORP 1.5%
Value ($000) $1,617 Shares 72,320 Est. Cost $10.57 Unrealized +65.1%
CSCO CISCO SYS INC 1.5%
Value ($000) $1,610 Shares 37,763 Est. Cost $23.50 Unrealized +82.2%
AES AES CORP 1.5%
Value ($000) $1,578 Shares 75,099 Est. Cost $12.52 Unrealized +50.3%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $1,531 Shares 40,390 Est. Cost $51.20 Unrealized
CMI CUMMINS INC 1.4%
Value ($000) $1,507 Shares 7,787 Est. Cost $91.69 Unrealized +99.6%
KEY KEYCORP 1.4%
Value ($000) $1,485 Shares 86,159 Est. Cost $16.80 Unrealized -5.3%
BEN FRANKLIN RESOURCES INC 1.3%
Value ($000) $1,438 Shares 61,711 Est. Cost $26.22 Unrealized -19.8%
TFC TRUIST FINL CORP 1.3%
Value ($000) $1,428 Shares 30,086 Est. Cost $49.19 Unrealized -17.1%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $1,399 Shares 12,419 Est. Cost $115.02 Unrealized -1.7%
MDT MEDTRONIC PLC 1.3%
Value ($000) $1,361 Shares 15,162 Est. Cost $65.92 Unrealized +37.1%
MMM 3M CO 1.2%
Value ($000) $1,327 Shares 10,257 Est. Cost $96.36 Unrealized +9.2%
BBY BEST BUY INC 1.2%
Value ($000) $1,298 Shares 19,907 Est. Cost $92.23 Unrealized -24.3%
TROW PRICE T ROWE GROUP INC 1.1%
Value ($000) $1,142 Shares 10,050 Est. Cost $164.51 Unrealized -34.9%
STORE CAP CORP 1.0%
Value ($000) $1,066 Shares 40,883 Est. Cost $26.08 Unrealized
OHI OMEGA HEALTHCARE INVS INC 1.0%
Value ($000) $1,061 Shares 37,650 Est. Cost $31.38 Unrealized
T AT&T INC 1.0%
Value ($000) $1,022 Shares 48,746 Est. Cost $13.82 Unrealized +17.9%
MPC MARATHON PETE CORP 0.9%
Value ($000) $923 Shares 11,224 Est. Cost $44.18 Unrealized +95.2%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $219 Shares 4,189 Est. Cost $52.64 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $149 Shares 11,132 Est. Cost $18.55 Unrealized 0.0%