Hayek Kallen Investment Management Diversified Active

CIK: 0001430681 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $206,781 (100.0% shares, 0.0% debt)

Holdings (73)

AAPL APPLE INC 11.0%
Value ($000) $22,834 Shares 172,086 Est. Cost $84.39 Unrealized +38.6%
MSFT MICROSOFT CORP 8.2%
Value ($000) $17,040 Shares 76,611 Est. Cost $27.06 Unrealized +661.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.4%
Value ($000) $9,188 Shares 39,626 Est. Cost $113.40 Unrealized +94.2%
TMO THERMO FISHER SCIENTIFIC INC 3.5%
Value ($000) $7,324 Shares 15,724 Est. Cost $79.76 Unrealized +480.0%
WMT WALMART INC 3.1%
Value ($000) $6,419 Shares 44,530 Est. Cost $20.01 Unrealized +126.1%
VZ VERIZON COMMUNICATIONS INC 3.0%
Value ($000) $6,213 Shares 105,752 Est. Cost $27.01 Unrealized +62.8%
WM WASTE MGMT INC DEL 2.8%
Value ($000) $5,887 Shares 49,924 Est. Cost $33.89 Unrealized +217.1%
VGSH VANGUARD SCOTTSDALE FDS 2.8%
Value ($000) $5,770 Shares 93,672 Est. Cost $61.60 Unrealized
INTC INTEL CORP 2.7%
Value ($000) $5,670 Shares 113,817 Est. Cost $18.56 Unrealized +137.2%
GOOGL ALPHABET INC 2.7%
Value ($000) $5,582 Shares 3,185 Est. Cost $51.53 Unrealized +62.0%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $5,308 Shares 33,729 Est. Cost $59.66 Unrealized +113.8%
V VISA INC 2.4%
Value ($000) $4,957 Shares 22,665 Est. Cost $70.85 Unrealized +178.4%
UNP UNION PAC CORP 2.4%
Value ($000) $4,882 Shares 23,444 Est. Cost $72.44 Unrealized +145.8%
JPST J P MORGAN EXCHANGE-TRADED F 2.3%
Value ($000) $4,742 Shares 93,370 Est. Cost $50.79 Unrealized
SBUX STARBUCKS CORP 2.1%
Value ($000) $4,266 Shares 39,875 Est. Cost $40.55 Unrealized +110.0%
ACN ACCENTURE PLC IRELAND 2.0%
Value ($000) $4,157 Shares 15,914 Est. Cost $63.32 Unrealized +252.3%
KO COCA COLA CO 2.0%
Value ($000) $4,152 Shares 75,705 Est. Cost $27.84 Unrealized +59.0%
NVS NOVARTIS A G 2.0%
Value ($000) $4,077 Shares 43,173 Est. Cost $71.06 Unrealized
ORCL ORACLE CORP 1.9%
Value ($000) $3,861 Shares 59,677 Est. Cost $29.43 Unrealized +88.7%
PFE PFIZER INC 1.9%
Value ($000) $3,834 Shares 104,157 Est. Cost $18.68 Unrealized +53.3%
TGT TARGET CORP 1.8%
Value ($000) $3,814 Shares 21,603 Est. Cost $48.56 Unrealized +198.3%
PEP PEPSICO INC 1.8%
Value ($000) $3,745 Shares 25,250 Est. Cost $58.91 Unrealized +105.8%
ABBV ABBVIE INC 1.6%
Value ($000) $3,408 Shares 31,810 Est. Cost $39.45 Unrealized +100.1%
CAT CATERPILLAR INC DEL 1.5%
Value ($000) $3,032 Shares 16,655 Est. Cost $115.71 Unrealized +33.1%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $2,938 Shares 23,118 Est. Cost $85.13 Unrealized +15.3%
D DOMINION ENERGY INC 1.4%
Value ($000) $2,935 Shares 39,034 Est. Cost $54.80 Unrealized +15.7%
MCD MCDONALDS CORP 1.4%
Value ($000) $2,863 Shares 13,341 Est. Cost $71.80 Unrealized +169.2%
AMZN AMAZON COM INC 1.4%
Value ($000) $2,830 Shares 869 Est. Cost $62.19 Unrealized +156.6%
NVO NOVO-NORDISK A S 1.4%
Value ($000) $2,793 Shares 39,993 Est. Cost $65.51 Unrealized
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $2,660 Shares 32,126 Est. Cost $49.85 Unrealized +21.1%
NVDA NVIDIA CORP 1.3%
Value ($000) $2,624 Shares 5,025 Est. Cost $4.03 Unrealized +231.3%
T AT&T INC 1.3%
Value ($000) $2,589 Shares 90,037 Est. Cost $12.23 Unrealized +25.8%
SO SOUTHERN CO 1.0%
Value ($000) $2,104 Shares 34,248 Est. Cost $27.93 Unrealized +77.3%
MRK MERCK & CO INC 1.0%
Value ($000) $1,965 Shares 24,027 Est. Cost $49.72 Unrealized +30.4%
USB US BANCORP DEL 0.9%
Value ($000) $1,895 Shares 40,679 Est. Cost $35.08 Unrealized -3.5%
MO ALTRIA GROUP INC 0.9%
Value ($000) $1,875 Shares 45,744 Est. Cost $16.43 Unrealized +62.4%
LOW LOWES COS INC 0.9%
Value ($000) $1,836 Shares 11,441 Est. Cost $100.18 Unrealized +47.8%
VYM VANGUARD WHITEHALL FDS 0.9%
Value ($000) $1,800 Shares 19,672 Est. Cost $71.27 Unrealized
TAP MOLSON COORS BREWING CO 0.8%
Value ($000) $1,701 Shares 37,636 Est. Cost $39.61 Unrealized -9.4%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,636 Shares 39,693 Est. Cost $53.72 Unrealized -43.5%
CVS CVS HEALTH CORP 0.8%
Value ($000) $1,602 Shares 23,460 Est. Cost $49.09 Unrealized +12.5%
CSCO CISCO SYS INC 0.7%
Value ($000) $1,373 Shares 30,686 Est. Cost $31.69 Unrealized +11.3%
ZTS ZOETIS INC 0.7%
Value ($000) $1,362 Shares 8,232 Est. Cost $127.57 Unrealized +21.8%
DIS DISNEY WALT CO 0.7%
Value ($000) $1,353 Shares 7,467 Est. Cost $121.88 Unrealized +15.1%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,304 Shares 15,446 Est. Cost $71.12 Unrealized -8.6%
ICLR ICON PLC 0.6%
Value ($000) $1,159 Shares 5,945 Est. Cost $157.56 Unrealized +24.1%
NUVEEN MUNICIPAL CREDIT INC 0.5%
Value ($000) $1,049 Shares 65,050 Est. Cost $16.13 Unrealized
NUVEEN DYNAMIC MUN OPPORTUNI 0.4%
Value ($000) $791 Shares 50,367 Est. Cost $15.70 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.4%
Value ($000) $755 Shares 10,795 Est. Cost $71.00 Unrealized
AMARIN CORP PLC 0.4%
Value ($000) $738 Shares 150,825 Est. Cost $10.17 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $726 Shares 6,635 Est. Cost $32.18 Unrealized +208.4%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $619 Shares 6,760 Est. Cost $57.31 Unrealized +32.1%
GL GLOBE LIFE INC 0.3%
Value ($000) $596 Shares 6,276 Est. Cost $86.06 Unrealized -0.8%
RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $588 Shares 8,216 Est. Cost $61.60 Unrealized
CHINA MOBILE LIMITED 0.3%
Value ($000) $551 Shares 19,307 Est. Cost $51.64 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $485 Shares 6,286 Est. Cost $54.53 Unrealized +20.4%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $464 Shares 13,802 Est. Cost $31.79 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $411 Shares 1,309 Est. Cost $179.52 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $337 Shares 6,100 Est. Cost $55.25 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $319 Shares 1,168 Est. Cost $207.33 Unrealized +31.3%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $300 Shares 1,100 Est. Cost $149.40 Unrealized +54.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $296 Shares 2,130 Est. Cost $84.02 Unrealized +46.6%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $294 Shares 1,262 Est. Cost $215.53 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $256 Shares 2,183 Est. Cost $70.12 Unrealized +35.6%
PRA PROASSURANCE CORP 0.1%
Value ($000) $248 Shares 13,966 Est. Cost $49.77 Unrealized -67.3%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $246 Shares 1,170 Est. Cost $182.06 Unrealized +8.8%
VFC V F CORP 0.1%
Value ($000) $237 Shares 2,775 Est. Cost $79.91 Unrealized 0.0%
VTRS VIATRIS INC 0.1%
Value ($000) $230 Shares 12,276 Est. Cost $13.33 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $210 Shares 6,962 Est. Cost $41.29 Unrealized -44.2%
HSBC HLDGS PLC 0.1%
Value ($000) $201 Shares 8,000 Est. Cost $25.75 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.1%
Value ($000) $198 Shares 11,450 Est. Cost $13.97 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $168 Shares 15,575 Est. Cost $23.45 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $109 Shares 22,008 Est. Cost $8.27 Unrealized