Hayek Kallen Investment Management Diversified Active

Location: Fairhope, AL

CIK: 0001430681 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 8, 2024

Total Value: $240M

Holdings (87)

AAPL APPLE INC 11.6%
Value $27.72M Shares 143,996 Est. Cost $84.39 Unrealized +116.6%
MSFT MICROSOFT CORP 10.1%
Value $24.21M Shares 64,370 Est. Cost $38.73 Unrealized +804.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 5.6%
Value $13.33M Shares 37,380 Est. Cost $117.08 Unrealized +199.8%
WM WASTE MGMT INC DEL 3.5%
Value $8.469M Shares 47,285 Est. Cost $36.76 Unrealized +341.9%
GOOGL ALPHABET INC 3.2%
Value $7.724M Shares 55,291 Est. Cost $107.29 Unrealized +24.3%
WMT WALMART INC 2.8%
Value $6.695M Shares 42,465 Est. Cost $20.38 Unrealized +153.4%
NVO NOVO-NORDISK A S 2.6%
Value $6.258M Shares 60,498 Est. Cost $77.95 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 2.5%
Value $5.881M Shares 11,079 Est. Cost $79.76 Unrealized +502.7%
JNJ JOHNSON & JOHNSON 2.4%
Value $5.669M Shares 36,166 Est. Cost $69.95 Unrealized +105.3%
V VISA INC 2.3%
Value $5.614M Shares 21,563 Est. Cost $77.49 Unrealized +213.2%
UNP UNION PAC CORP 2.2%
Value $5.219M Shares 21,250 Est. Cost $72.44 Unrealized +188.8%
ABBV ABBVIE INC 2.1%
Value $5.091M Shares 32,852 Est. Cost $43.11 Unrealized +214.9%
INTC INTEL CORP 2.1%
Value $5.077M Shares 101,031 Est. Cost $18.56 Unrealized +115.7%
ORCL ORACLE CORP 2.1%
Value $4.977M Shares 47,205 Est. Cost $29.43 Unrealized +262.7%
JPM JPMORGAN CHASE & CO 1.9%
Value $4.636M Shares 27,257 Est. Cost $95.04 Unrealized +52.4%
NVDA NVIDIA CORP 1.9%
Value $4.595M Shares 9,279 Est. Cost $16.47 Unrealized +181.2%
KO COCA COLA CO 1.9%
Value $4.502M Shares 76,388 Est. Cost $29.62 Unrealized +79.8%
IBM INTERNATIONAL BUSINESS MACHS 1.8%
Value $4.423M Shares 27,042 Est. Cost $112.05 Unrealized +26.3%
NVS NOVARTIS A G 1.7%
Value $4.118M Shares 40,785 Est. Cost $72.39 Unrealized
PEP PEPSICO INC 1.7%
Value $4.095M Shares 24,108 Est. Cost $63.24 Unrealized +143.1%
VGSH VANGUARD SCOTTSDALE FDS 1.7%
Value $4.013M Shares 68,799 Est. Cost $60.83 Unrealized
CAT CATERPILLAR INC DEL 1.6%
Value $3.803M Shares 12,861 Est. Cost $125.13 Unrealized +100.8%
JPST J P MORGAN EXCHANGE TRADED F 1.6%
Value $3.76M Shares 74,857 Est. Cost $50.48 Unrealized
ACN ACCENTURE PLC IRELAND 1.5%
Value $3.649M Shares 10,399 Est. Cost $63.32 Unrealized +393.8%
MCD MCDONALDS CORP 1.5%
Value $3.621M Shares 12,213 Est. Cost $84.79 Unrealized +205.1%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value $3.597M Shares 95,407 Est. Cost $27.19 Unrealized +14.0%
AMZN AMAZON COM INC 1.3%
Value $3.115M Shares 20,500 Est. Cost $121.44 Unrealized +15.4%
PFE PFIZER INC 1.2%
Value $2.981M Shares 103,547 Est. Cost $19.18 Unrealized +37.7%
MRK MERCK & CO INC 1.2%
Value $2.802M Shares 25,704 Est. Cost $51.85 Unrealized +86.7%
PM PHILIP MORRIS INTL INC 1.1%
Value $2.715M Shares 28,857 Est. Cost $50.62 Unrealized +65.4%
SO SOUTHERN CO 1.0%
Value $2.288M Shares 32,635 Est. Cost $29.18 Unrealized +118.5%
AGG ISHARES TR 0.9%
Value $2.225M Shares 22,421 Est. Cost $114.09 Unrealized
VYM VANGUARD WHITEHALL FDS 0.9%
Value $2.137M Shares 19,143 Est. Cost $111.24 Unrealized
SCHP SCHWAB STRATEGIC TR 0.9%
Value $2.038M Shares 39,037 Est. Cost $61.50 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value $1.932M Shares 4,718 Est. Cost $337.00 Unrealized
LOW LOWES COS INC 0.8%
Value $1.932M Shares 8,683 Est. Cost $108.43 Unrealized +79.6%
TGT TARGET CORP 0.8%
Value $1.917M Shares 13,458 Est. Cost $48.56 Unrealized +132.8%
XOM EXXON MOBIL CORP 0.8%
Value $1.89M Shares 18,904 Est. Cost $53.72 Unrealized +81.7%
CVX CHEVRON CORP NEW 0.8%
Value $1.858M Shares 12,455 Est. Cost $75.01 Unrealized +83.7%
ZTS ZOETIS INC 0.8%
Value $1.829M Shares 9,269 Est. Cost $135.57 Unrealized +27.5%
MO ALTRIA GROUP INC 0.7%
Value $1.715M Shares 42,514 Est. Cost $17.06 Unrealized +104.0%
CSCO CISCO SYS INC 0.7%
Value $1.564M Shares 30,948 Est. Cost $32.70 Unrealized +46.7%
CVS CVS HEALTH CORP 0.6%
Value $1.553M Shares 19,666 Est. Cost $49.09 Unrealized +33.2%
HD HOME DEPOT INC 0.6%
Value $1.505M Shares 4,344 Est. Cost $343.18 Unrealized -14.4%
USB US BANCORP DEL 0.5%
Value $1.184M Shares 27,359 Est. Cost $34.96 Unrealized -5.3%
DIS DISNEY WALT CO 0.4%
Value $994K Shares 11,005 Est. Cost $113.77 Unrealized -24.2%
DUK DUKE ENERGY CORP NEW 0.4%
Value $941K Shares 9,696 Est. Cost $66.78 Unrealized +25.6%
T AT&T INC 0.4%
Value $925K Shares 55,096 Est. Cost $13.31 Unrealized +6.8%
SHEL SHELL PLC 0.4%
Value $894K Shares 13,580 Est. Cost $54.87 Unrealized
AMARIN CORP PLC 0.4%
Value $885K Shares 1,016,760 Est. Cost $2.43 Unrealized
D DOMINION ENERGY INC 0.4%
Value $849K Shares 18,068 Est. Cost $55.45 Unrealized -27.6%
SBUX STARBUCKS CORP 0.4%
Value $848K Shares 8,830 Est. Cost $53.51 Unrealized +72.3%
KVUE KENVUE INC 0.3%
Value $798K Shares 37,075 Est. Cost $21.58 Unrealized -14.7%
ICLR ICON PLC 0.3%
Value $784K Shares 2,770 Est. Cost $159.19 Unrealized +62.5%
NSC NORFOLK SOUTHN CORP 0.3%
Value $761K Shares 3,220 Est. Cost $255.22 Unrealized -21.6%
SCHD SCHWAB STRATEGIC TR 0.3%
Value $760K Shares 9,987 Est. Cost $77.38 Unrealized
BA BOEING CO 0.3%
Value $748K Shares 2,872 Est. Cost $211.28 Unrealized +1.2%
ABT ABBOTT LABS 0.3%
Value $713K Shares 6,480 Est. Cost $37.83 Unrealized +154.0%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value $594K Shares 2,550 Est. Cost $207.28 Unrealized +7.1%
MA MASTERCARD INCORPORATED 0.2%
Value $583K Shares 1,368 Est. Cost $396.36 Unrealized +0.2%
PG PROCTER AND GAMBLE CO 0.2%
Value $554K Shares 3,781 Est. Cost $109.85 Unrealized +28.0%
DE DEERE & CO 0.2%
Value $511K Shares 1,277 Est. Cost $328.58 Unrealized +11.1%
HON HONEYWELL INTL INC 0.2%
Value $457K Shares 2,181 Est. Cost $185.07 Unrealized -6.9%
PH PARKER HANNIFIN CORP 0.2%
Value $426K Shares 925 Est. Cost $149.40 Unrealized +172.5%
RAYTHEON TECHNOLOGIES CORP 0.2%
Value $424K Shares 5,039 Est. Cost $63.49 Unrealized
GL GLOBE LIFE INC 0.2%
Value $418K Shares 3,438 Est. Cost $86.06 Unrealized +34.2%
SCHQ SCHWAB STRATEGIC TR 0.1%
Value $346K Shares 9,850 Est. Cost $31.83 Unrealized
SUB ISHARES TR 0.1%
Value $340K Shares 3,225 Est. Cost $106.87 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value $335K Shares 6,429 Est. Cost $51.03 Unrealized -14.4%
TFC TRUIST FINL CORP 0.1%
Value $334K Shares 9,047 Est. Cost $49.71 Unrealized -43.2%
MDLZ MONDELEZ INTL INC 0.1%
Value $324K Shares 4,472 Est. Cost $55.31 Unrealized +16.3%
NEE NEXTERA ENERGY INC 0.1%
Value $275K Shares 4,535 Est. Cost $54.53 Unrealized -2.0%
BAC BANK AMERICA CORP 0.1%
Value $266K Shares 7,886 Est. Cost $26.64 Unrealized +3.7%
GOOG ALPHABET INC 0.1%
Value $266K Shares 1,890 Est. Cost $95.84 Unrealized +40.5%
ETN EATON CORP PLC 0.1%
Value $264K Shares 1,096 Est. Cost $170.34 Unrealized +26.5%
IWM ISHARES TR 0.1%
Value $262K Shares 1,305 Est. Cost $222.22 Unrealized
C CITIGROUP INC 0.1%
Value $245K Shares 4,756 Est. Cost $40.56 Unrealized +1.9%
WFC WELLS FARGO CO NEW 0.1%
Value $239K Shares 4,860 Est. Cost $41.03 Unrealized 0.0%
AYI ACUITY BRANDS INC 0.1%
Value $214K Shares 1,043 Est. Cost $179.65 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value $211K Shares 455 Est. Cost $450.30 Unrealized 0.0%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value $206K Shares 17,415 Est. Cost $16.32 Unrealized
PRA PROASSURANCE CORP 0.1%
Value $164K Shares 11,866 Est. Cost $49.77 Unrealized -69.3%
RIVERNORTH FLEXIBLE MUNI INC 0.1%
Value $164K Shares 12,500 Est. Cost $20.04 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $115K Shares 12,647 Est. Cost $8.27 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value $99,000 Shares 10,673 Est. Cost $6.88 Unrealized 0.0%
BRBS BLUE RIDGE BANKSHARES INC VA 0.0%
Value $40,000 Shares 13,234 Est. Cost $14.48 Unrealized -80.0%
SYNAPTOGENIX INC 0.0%
Value $5,000 Shares 17,500 Est. Cost $0.46 Unrealized