TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV Diversified Active

CIK: 0000709089 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 2, 2020

Total Value ($000): $123,063 (100.0% shares, 0.0% debt)

Holdings (171)

V VISA INC 4.2%
Value ($000) $5,124 Shares 25,623 Est. Cost $174.02 Unrealized +10.5%
DGRW WISDOMTREE TR 4.0%
Value ($000) $4,887 Shares 98,590 Est. Cost $47.40 Unrealized
MSFT MICROSOFT CORP 4.0%
Value ($000) $4,885 Shares 23,224 Est. Cost $140.89 Unrealized +42.5%
AAPL APPLE INC 3.5%
Value ($000) $4,318 Shares 37,286 Est. Cost $95.25 Unrealized +11.2%
AAP ADVANCE AUTO PARTS INC 2.9%
Value ($000) $3,536 Shares 23,037 Est. Cost $132.36 Unrealized +0.8%
DHR DANAHER CORPORATION 2.6%
Value ($000) $3,163 Shares 14,688 Est. Cost $124.29 Unrealized +39.8%
WAB WABTEC 2.5%
Value ($000) $3,099 Shares 50,081 Est. Cost $69.19 Unrealized -10.1%
ZTS ZOETIS INC 2.5%
Value ($000) $3,078 Shares 18,612 Est. Cost $119.57 Unrealized +22.7%
AMZN AMAZON COM INC 2.4%
Value ($000) $2,963 Shares 941 Est. Cost $96.26 Unrealized +63.8%
DIS DISNEY WALT CO 2.4%
Value ($000) $2,903 Shares 23,392 Est. Cost $130.57 Unrealized -6.5%
STZ CONSTELLATION BRANDS INC 2.4%
Value ($000) $2,894 Shares 15,269 Est. Cost $169.32 Unrealized -1.4%
DUK DUKE ENERGY CORP NEW 2.1%
Value ($000) $2,567 Shares 28,982 Est. Cost $71.76 Unrealized -7.0%
FNDB SCHWAB STRATEGIC TR 1.9%
Value ($000) $2,348 Shares 61,580 Est. Cost $42.14 Unrealized
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $2,322 Shares 16,708 Est. Cost $105.24 Unrealized +10.6%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $2,286 Shares 23,749 Est. Cost $99.84 Unrealized -14.4%
ACN ACCENTURE PLC IRELAND 1.6%
Value ($000) $2,019 Shares 8,936 Est. Cost $178.17 Unrealized +19.1%
SCHX SCHWAB STRATEGIC TR 1.6%
Value ($000) $1,973 Shares 24,474 Est. Cost $76.82 Unrealized
IWF ISHARES TR 1.5%
Value ($000) $1,891 Shares 8,717 Est. Cost $176.17 Unrealized
HD HOME DEPOT INC 1.5%
Value ($000) $1,816 Shares 6,539 Est. Cost $194.82 Unrealized +22.0%
IJH ISHARES TR 1.5%
Value ($000) $1,806 Shares 9,744 Est. Cost $205.81 Unrealized
SCHG SCHWAB STRATEGIC TR 1.3%
Value ($000) $1,653 Shares 14,351 Est. Cost $94.18 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $1,637 Shares 1,117 Est. Cost $64.42 Unrealized +17.4%
ECL ECOLAB INC 1.2%
Value ($000) $1,478 Shares 7,396 Est. Cost $179.35 Unrealized +5.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $1,400 Shares 9,406 Est. Cost $114.10 Unrealized +11.3%
VIG VANGUARD SPECIALIZED FUNDS 1.1%
Value ($000) $1,385 Shares 10,767 Est. Cost $123.96 Unrealized
EZM WISDOMTREE TR 1.1%
Value ($000) $1,378 Shares 40,317 Est. Cost $41.34 Unrealized
MAR MARRIOTT INTL INC NEW 1.1%
Value ($000) $1,344 Shares 14,513 Est. Cost $99.05 Unrealized -8.1%
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $1,301 Shares 23,524 Est. Cost $57.93 Unrealized
DVY ISHARES TR 1.0%
Value ($000) $1,274 Shares 15,624 Est. Cost $105.66 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $1,240 Shares 8,887 Est. Cost $145.09 Unrealized -13.8%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $1,222 Shares 3,443 Est. Cost $279.70 Unrealized +10.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $1,186 Shares 5,568 Est. Cost $208.77 Unrealized -2.0%
ROP ROPER TECHNOLOGIES INC 1.0%
Value ($000) $1,181 Shares 2,990 Est. Cost $334.61 Unrealized +20.4%
IWB ISHARES TR 0.9%
Value ($000) $1,163 Shares 6,216 Est. Cost $178.44 Unrealized
EES WISDOMTREE TR 0.9%
Value ($000) $1,114 Shares 37,310 Est. Cost $37.79 Unrealized
IWO ISHARES TR 0.8%
Value ($000) $1,038 Shares 4,687 Est. Cost $214.26 Unrealized
AFL AFLAC INC 0.8%
Value ($000) $986 Shares 27,121 Est. Cost $42.69 Unrealized -24.8%
MCD MCDONALDS CORP 0.8%
Value ($000) $959 Shares 4,369 Est. Cost $168.31 Unrealized +7.8%
IJR ISHARES TR 0.7%
Value ($000) $872 Shares 12,420 Est. Cost $83.55 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $863 Shares 5,760 Est. Cost $165.74 Unrealized
SPGI S&P GLOBAL INC 0.7%
Value ($000) $847 Shares 2,350 Est. Cost $246.86 Unrealized +36.7%
FISV FISERV INC 0.7%
Value ($000) $829 Shares 8,049 Est. Cost $110.41 Unrealized -9.8%
WYNN WYNN RESORTS LTD 0.7%
Value ($000) $802 Shares 11,173 Est. Cost $77.56 Unrealized -0.6%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $793 Shares 4,658 Est. Cost $163.66 Unrealized
MFDX PIMCO EQUITY SER 0.6%
Value ($000) $787 Shares 32,729 Est. Cost $26.00 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $778 Shares 2,322 Est. Cost $317.03 Unrealized
WMT WALMART INC 0.6%
Value ($000) $759 Shares 5,422 Est. Cost $36.38 Unrealized +13.6%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $726 Shares 2,328 Est. Cost $236.60 Unrealized +18.9%
CVS CVS HEALTH CORP 0.6%
Value ($000) $710 Shares 12,152 Est. Cost $53.50 Unrealized -2.1%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $675 Shares 3,424 Est. Cost $104.20 Unrealized +80.3%
USMV ISHARES TR 0.5%
Value ($000) $661 Shares 10,366 Est. Cost $64.99 Unrealized
MRK MERCK & CO. INC 0.5%
Value ($000) $655 Shares 7,898 Est. Cost $67.52 Unrealized -2.4%
SPLV INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $639 Shares 11,922 Est. Cost $58.34 Unrealized
WISDOMTREE TR 0.5%
Value ($000) $627 Shares 24,988 Est. Cost $25.07 Unrealized
EFA ISHARES TR 0.5%
Value ($000) $613 Shares 9,624 Est. Cost $69.42 Unrealized
MFUS PIMCO EQUITY SER 0.5%
Value ($000) $612 Shares 20,512 Est. Cost $31.19 Unrealized
SCHM SCHWAB STRATEGIC TR 0.5%
Value ($000) $609 Shares 10,983 Est. Cost $60.15 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $587 Shares 5,433 Est. Cost $115.36 Unrealized
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $567 Shares 2,599 Est. Cost $179.72 Unrealized +6.2%
HON HONEYWELL INTL INC 0.4%
Value ($000) $546 Shares 3,315 Est. Cost $143.91 Unrealized -7.4%
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $546 Shares 6,861 Est. Cost $76.19 Unrealized
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $544 Shares 2,530 Est. Cost $192.49 Unrealized
LQD ISHARES TR 0.4%
Value ($000) $513 Shares 3,810 Est. Cost $130.48 Unrealized
AMEDISYS INC 0.4%
Value ($000) $495 Shares 2,095 Est. Cost $167.12 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $494 Shares 1,943 Est. Cost $182.69 Unrealized +14.7%
T AT&T INC 0.4%
Value ($000) $484 Shares 16,976 Est. Cost $18.66 Unrealized -16.6%
FNDE SCHWAB STRATEGIC TR 0.4%
Value ($000) $478 Shares 20,142 Est. Cost $29.84 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $462 Shares 1,765 Est. Cost $193.11 Unrealized +32.6%
CLX CLOROX CO DEL 0.4%
Value ($000) $450 Shares 2,143 Est. Cost $125.45 Unrealized +50.6%
GOOG ALPHABET INC 0.4%
Value ($000) $444 Shares 302 Est. Cost $64.05 Unrealized +18.2%
BAC BK OF AMERICA CORP 0.4%
Value ($000) $443 Shares 18,377 Est. Cost $27.72 Unrealized -21.3%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $442 Shares 6,133 Est. Cost $84.32 Unrealized -21.1%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $437 Shares 3,748 Est. Cost $90.39 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $436 Shares 1,914 Est. Cost $182.15 Unrealized
BX BLACKSTONE GROUP INC 0.4%
Value ($000) $434 Shares 8,317 Est. Cost $42.16 Unrealized +5.6%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $424 Shares 1,528 Est. Cost $51.45 Unrealized +17.2%
O REALTY INCOME CORP 0.3%
Value ($000) $423 Shares 6,964 Est. Cost $54.96 Unrealized -18.0%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $416 Shares 1,789 Est. Cost $226.44 Unrealized -0.5%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $414 Shares 2,346 Est. Cost $172.29 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.3%
Value ($000) $410 Shares 7,472 Est. Cost $49.14 Unrealized -10.3%
LLY LILLY ELI & CO 0.3%
Value ($000) $379 Shares 2,563 Est. Cost $108.85 Unrealized +33.9%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $377 Shares 6,332 Est. Cost $42.75 Unrealized -0.4%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $376 Shares 3,599 Est. Cost $118.78 Unrealized
AGGY WISDOMTREE TR 0.3%
Value ($000) $363 Shares 6,754 Est. Cost $51.60 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $363 Shares 5,309 Est. Cost $75.67 Unrealized
IWN ISHARES TR 0.3%
Value ($000) $357 Shares 3,594 Est. Cost $128.15 Unrealized
CAT CATERPILLAR INC DEL 0.3%
Value ($000) $351 Shares 2,350 Est. Cost $123.01 Unrealized +3.1%
MMM 3M CO 0.3%
Value ($000) $350 Shares 2,186 Est. Cost $111.76 Unrealized -1.2%
KO COCA COLA CO 0.3%
Value ($000) $344 Shares 6,963 Est. Cost $44.13 Unrealized -7.5%
MO ALTRIA GROUP INC 0.3%
Value ($000) $340 Shares 8,809 Est. Cost $28.72 Unrealized -5.3%
IWD ISHARES TR 0.3%
Value ($000) $340 Shares 2,875 Est. Cost $136.47 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $324 Shares 5,427 Est. Cost $50.44 Unrealized +4.6%
IEFA ISHARES TR 0.3%
Value ($000) $320 Shares 5,305 Est. Cost $65.10 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $312 Shares 922 Est. Cost $272.58 Unrealized +15.8%
PEP PEPSICO INC 0.3%
Value ($000) $311 Shares 2,246 Est. Cost $112.78 Unrealized +2.1%
IVV ISHARES TR 0.3%
Value ($000) $309 Shares 920 Est. Cost $309.86 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $304 Shares 1,831 Est. Cost $103.31 Unrealized +35.4%
IHF ISHARES TR 0.2%
Value ($000) $291 Shares 1,440 Est. Cost $200.69 Unrealized
MFEM PIMCO EQUITY SER 0.2%
Value ($000) $285 Shares 12,674 Est. Cost $24.85 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $285 Shares 2,435 Est. Cost $136.66 Unrealized
GLW CORNING INC 0.2%
Value ($000) $281 Shares 8,656 Est. Cost $19.40 Unrealized +37.4%
INTC INTEL CORP 0.2%
Value ($000) $279 Shares 5,389 Est. Cost $49.26 Unrealized -5.5%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $271 Shares 3,321 Est. Cost $74.24 Unrealized -8.7%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $266 Shares 865 Est. Cost $296.22 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $265 Shares 380 Est. Cost $171.57 Unrealized +21.4%
IHDG WISDOMTREE TR 0.2%
Value ($000) $264 Shares 7,230 Est. Cost $36.38 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $264 Shares 1,250 Est. Cost $139.25 Unrealized +25.6%
TAN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $261 Shares 4,032 Est. Cost $36.21 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $252 Shares 3,199 Est. Cost $62.41 Unrealized -0.6%
IWR ISHARES TR 0.2%
Value ($000) $248 Shares 4,326 Est. Cost $59.66 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $247 Shares 6,502 Est. Cost $40.89 Unrealized -28.2%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $242 Shares 4,016 Est. Cost $45.19 Unrealized +7.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $239 Shares 3,191 Est. Cost $60.01 Unrealized -1.9%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $236 Shares 1,595 Est. Cost $108.78 Unrealized +13.5%
FNDA SCHWAB STRATEGIC TR 0.2%
Value ($000) $235 Shares 7,099 Est. Cost $40.21 Unrealized
DOW DOW INC 0.2%
Value ($000) $230 Shares 4,898 Est. Cost $33.48 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $228 Shares 1,871 Est. Cost $93.86 Unrealized 0.0%
HUM HUMANA INC 0.2%
Value ($000) $226 Shares 545 Est. Cost $355.71 Unrealized +7.7%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $226 Shares 1,974 Est. Cost $95.20 Unrealized +11.9%
PBW INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $220 Shares 3,615 Est. Cost $34.12 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $217 Shares 1,838 Est. Cost $113.60 Unrealized
EFAV ISHARES TR 0.2%
Value ($000) $216 Shares 3,164 Est. Cost $74.67 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $216 Shares 564 Est. Cost $329.03 Unrealized 0.0%
QCLN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $212 Shares 4,791 Est. Cost $44.25 Unrealized
DNL WISDOMTREE TR 0.2%
Value ($000) $205 Shares 3,071 Est. Cost $65.66 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $203 Shares 5,927 Est. Cost $51.48 Unrealized -37.2%
SMOG VANECK VECTORS ETF TR 0.1%
Value ($000) $170 Shares 1,543 Est. Cost $110.17 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $167 Shares 4,022 Est. Cost $46.64 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $162 Shares 898 Est. Cost $159.18 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $162 Shares 1,750 Est. Cost $107.75 Unrealized
SPDR SER TR 0.1%
Value ($000) $150 Shares 2,465 Est. Cost $72.27 Unrealized
DWM WISDOMTREE TR 0.1%
Value ($000) $134 Shares 2,956 Est. Cost $53.44 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $130 Shares 1,172 Est. Cost $136.40 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $111 Shares 1,977 Est. Cost $53.24 Unrealized
ESPO VANECK VECTORS ETF TR 0.1%
Value ($000) $110 Shares 1,795 Est. Cost $61.28 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $96 Shares 1,215 Est. Cost $89.97 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $93 Shares 3,787 Est. Cost $29.04 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $90 Shares 1,508 Est. Cost $64.94 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $84 Shares 1,040 Est. Cost $94.71 Unrealized
MDYG SPDR SER TR 0.1%
Value ($000) $82 Shares 1,437 Est. Cost $56.97 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $75 Shares 511 Est. Cost $125.79 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $71 Shares 1,831 Est. Cost $42.69 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $65 Shares 440 Est. Cost $124.72 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $61 Shares 1,815 Est. Cost $33.06 Unrealized
AIVL WISDOMTREE TR 0.0%
Value ($000) $58 Shares 770 Est. Cost $92.21 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $58 Shares 379 Est. Cost $163.21 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $47 Shares 413 Est. Cost $126.81 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $46 Shares 153 Est. Cost $202.61 Unrealized
IOO ISHARES TR 0.0%
Value ($000) $40 Shares 711 Est. Cost $44.03 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $38 Shares 271 Est. Cost $125.93 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $35 Shares 1,178 Est. Cost $42.49 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $33 Shares 200 Est. Cost $160.00 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $33 Shares 146 Est. Cost $193.17 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $27 Shares 825 Est. Cost $43.71 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 333 Est. Cost $82.03 Unrealized
DGRS WISDOMTREE TR 0.0%
Value ($000) $15 Shares 500 Est. Cost $37.84 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $15 Shares 113 Est. Cost $125.00 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $14 Shares 105 Est. Cost $123.81 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 46 Est. Cost $222.59 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $10 Shares 161 Est. Cost $64.60 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $10 Shares 42 Est. Cost $190.48 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $9 Shares 38 Est. Cost $236.84 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $7 Shares 79 Est. Cost $101.27 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 115 Est. Cost $61.95 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $4 Shares 147 Est. Cost $27.21 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 26 Est. Cost $115.38 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $2 Shares 12 Est. Cost $185.19 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.28 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 35 Est. Cost $37.38 Unrealized