Weaver C. Barksdale & Associates, Inc. Diversified Active

Location: Nashville, TN

CIK: 0001294588 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value: $101M (100.0% shares, 0.0% debt)

Holdings (62)

AVGO BROADCOM INC 2.5%
Value $2.534M Shares 2,921 Est. Cost $51.71 Unrealized +32.9%
AMP AMERIPRISE FINL INC 2.2%
Value $2.271M Shares 6,836 Est. Cost $117.42 Unrealized +152.5%
SNA SNAP ON INC 2.2%
Value $2.233M Shares 7,749 Est. Cost $192.09 Unrealized +25.8%
LOW LOWES COS INC 2.2%
Value $2.232M Shares 9,891 Est. Cost $89.88 Unrealized +120.0%
ITW ILLINOIS TOOL WKS INC 2.2%
Value $2.196M Shares 8,780 Est. Cost $208.29 Unrealized +5.5%
MSFT MICROSOFT CORP 2.1%
Value $2.139M Shares 6,282 Est. Cost $52.32 Unrealized +487.2%
GILD GILEAD SCIENCES INC 2.1%
Value $2.102M Shares 27,273 Est. Cost $56.18 Unrealized +29.2%
INTERPUBLIC GROUP COS INC 2.1%
Value $2.08M Shares 53,910 Est. Cost $30.73 Unrealized +10.5%
ORI OLD REP INTL CORP 2.0%
Value $2.046M Shares 81,303 Est. Cost $12.43 Unrealized +65.2%
GPC GENUINE PARTS CO 2.0%
Value $2.036M Shares 12,031 Est. Cost $69.51 Unrealized +117.7%
AFL AFLAC INC 2.0%
Value $2.034M Shares 29,142 Est. Cost $38.05 Unrealized +66.2%
NXST NEXSTAR MEDIA GROUP INC 2.0%
Value $2.023M Shares 12,149 Est. Cost $135.36 Unrealized +9.6%
JPM JPMORGAN CHASE & CO 1.9%
Value $1.965M Shares 13,512 Est. Cost $117.03 Unrealized +10.8%
OGE OGE ENERGY CORP 1.9%
Value $1.917M Shares 53,385 Est. Cost $35.42 Unrealized +4.0%
PSX PHILLIPS 66 1.9%
Value $1.914M Shares 20,072 Est. Cost $69.49 Unrealized +27.4%
PRU PRUDENTIAL FINL INC 1.9%
Value $1.914M Shares 21,701 Est. Cost $65.24 Unrealized +12.6%
GD GENERAL DYNAMICS CORP 1.9%
Value $1.88M Shares 8,740 Est. Cost $127.59 Unrealized +60.3%
TXN TEXAS INSTRS INC 1.8%
Value $1.86M Shares 10,332 Est. Cost $71.62 Unrealized +122.1%
CVX CHEVRON CORP NEW 1.8%
Value $1.839M Shares 11,690 Est. Cost $98.96 Unrealized +44.7%
MRK MERCK & CO INC 1.8%
Value $1.837M Shares 15,916 Est. Cost $49.02 Unrealized +113.1%
LMT LOCKHEED MARTIN CORP 1.8%
Value $1.836M Shares 3,989 Est. Cost $130.85 Unrealized +229.7%
ENB ENBRIDGE INC 1.8%
Value $1.831M Shares 49,263 Est. Cost $31.17 Unrealized +2.9%
SCHW SCHWAB CHARLES CORP 1.8%
Value $1.83M Shares 32,292 Est. Cost $74.72 Unrealized -32.5%
TD TORONTO DOMINION BK ONT 1.8%
Value $1.829M Shares 29,490 Est. Cost $52.80 Unrealized +13.9%
LYB LYONDELLBASELL INDUSTRIES N 1.8%
Value $1.818M Shares 19,797 Est. Cost $76.26 Unrealized -0.4%
O REALTY INCOME CORP 1.8%
Value $1.792M Shares 29,972 Est. Cost $39.85 Unrealized +31.9%
EOG EOG RES INC 1.8%
Value $1.776M Shares 15,518 Est. Cost $94.10 Unrealized +11.0%
UNILEVER PLC 1.7%
Value $1.754M Shares 33,643 Est. Cost $45.95 Unrealized
ABBV ABBVIE INC 1.7%
Value $1.746M Shares 12,962 Est. Cost $37.20 Unrealized +259.5%
CSCO CISCO SYS INC 1.7%
Value $1.742M Shares 33,665 Est. Cost $23.96 Unrealized +90.0%
KR KROGER CO 1.7%
Value $1.737M Shares 36,961 Est. Cost $44.07 Unrealized +2.1%
PFG PRINCIPAL FINANCIAL GROUP IN 1.7%
Value $1.721M Shares 22,697 Est. Cost $43.32 Unrealized +51.1%
AMGN AMGEN INC 1.7%
Value $1.718M Shares 7,736 Est. Cost $132.96 Unrealized +60.7%
SJM SMUCKER J M CO 1.7%
Value $1.706M Shares 11,553 Est. Cost $112.03 Unrealized +23.6%
PKG PACKAGING CORP AMER 1.7%
Value $1.7M Shares 12,860 Est. Cost $119.60 Unrealized +3.8%
CMCSA COMCAST CORP NEW 1.7%
Value $1.699M Shares 40,893 Est. Cost $38.21 Unrealized -4.1%
CMI CUMMINS INC 1.7%
Value $1.697M Shares 6,924 Est. Cost $94.89 Unrealized +124.4%
MET METLIFE INC 1.7%
Value $1.682M Shares 29,760 Est. Cost $55.90 Unrealized -8.4%
QCOM QUALCOMM INC 1.7%
Value $1.673M Shares 14,051 Est. Cost $124.63 Unrealized -13.1%
JNJ JOHNSON & JOHNSON 1.6%
Value $1.661M Shares 10,036 Est. Cost $85.14 Unrealized +74.9%
PFE PFIZER INC 1.6%
Value $1.632M Shares 44,505 Est. Cost $24.01 Unrealized +38.4%
UPS UNITED PARCEL SERVICE INC 1.6%
Value $1.618M Shares 9,026 Est. Cost $78.96 Unrealized +95.7%
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value $1.567M Shares 24,511 Est. Cost $51.25 Unrealized +15.0%
BEN FRANKLIN RESOURCES INC 1.4%
Value $1.465M Shares 54,867 Est. Cost $26.08 Unrealized -14.5%
BBY BEST BUY INC 1.4%
Value $1.452M Shares 17,722 Est. Cost $91.71 Unrealized -28.4%
CCI CROWN CASTLE INC 1.4%
Value $1.447M Shares 12,701 Est. Cost $113.66 Unrealized -9.9%
AES AES CORP 1.4%
Value $1.386M Shares 66,837 Est. Cost $12.81 Unrealized +52.3%
TRP TC ENERGY CORP 1.3%
Value $1.361M Shares 33,661 Est. Cost $43.07 Unrealized -17.0%
EMN EASTMAN CHEM CO 1.3%
Value $1.344M Shares 16,059 Est. Cost $94.31 Unrealized -22.4%
CVS CVS HEALTH CORP 1.3%
Value $1.297M Shares 18,767 Est. Cost $64.01 Unrealized +0.5%
MDT MEDTRONIC PLC 1.3%
Value $1.264M Shares 14,353 Est. Cost $66.42 Unrealized +19.5%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value $1.251M Shares 33,637 Est. Cost $32.71 Unrealized -4.6%
MPC MARATHON PETE CORP 1.2%
Value $1.165M Shares 9,990 Est. Cost $45.77 Unrealized +140.1%
UGI UGI CORP NEW 1.1%
Value $1.11M Shares 41,155 Est. Cost $43.72 Unrealized -30.6%
OHI OMEGA HEALTHCARE INVS INC 1.0%
Value $1.03M Shares 33,575 Est. Cost $31.29 Unrealized
TSN TYSON FOODS INC 1.0%
Value $1.024M Shares 20,071 Est. Cost $72.28 Unrealized -31.4%
TROW PRICE T ROWE GROUP INC 1.0%
Value $1.003M Shares 8,955 Est. Cost $162.80 Unrealized -40.8%
TFC TRUIST FINL CORP 0.8%
Value $810K Shares 26,623 Est. Cost $49.00 Unrealized -45.0%
KEY KEYCORP 0.7%
Value $708K Shares 76,658 Est. Cost $16.75 Unrealized -46.2%
T AT&T INC 0.7%
Value $692K Shares 43,406 Est. Cost $13.86 Unrealized +6.7%
CAH CARDINAL HEALTH INC 0.3%
Value $296K Shares 3,133 Est. Cost $52.64 Unrealized +53.1%
CI THE CIGNA GROUP 0.2%
Value $224K Shares 797 Est. Cost $298.87 Unrealized -17.0%