CapWealth Advisors, LLC Diversified Active

CIK: 0001531809 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 14, 2017

Total Value ($000): $498,854 (100.0% shares, 0.0% debt)

Holdings (101)

LEVEL 3 COMMNS INC NEW 5.8%
Value ($000) $28,707 Shares 484,105 Est. Cost $25.11 Unrealized
BAC BANK AMERICA CORP 5.4%
Value ($000) $26,978 Shares 1,112,043 Est. Cost $11.62 Unrealized +64.4%
AAPL APPLE INC 4.1%
Value ($000) $20,436 Shares 141,899 Est. Cost $18.39 Unrealized +86.6%
EQIX EQUINIX INC 3.5%
Value ($000) $17,402 Shares 40,550 Est. Cost $172.57 Unrealized +108.3%
GLW CORNING INC 3.3%
Value ($000) $16,349 Shares 544,074 Est. Cost $11.04 Unrealized +106.2%
WMB WILLIAMS COS INC DEL 3.2%
Value ($000) $15,948 Shares 526,699 Est. Cost $17.34 Unrealized +7.6%
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $14,559 Shares 110,053 Est. Cost $61.00 Unrealized +64.6%
FEDL NATL MTG ASSN NON CU 2.9%
Value ($000) $14,484 Shares 2,514,625 Est. Cost $8.29 Unrealized
C CITIGROUP INC NEW 2.9%
Value ($000) $14,329 Shares 214,245 Est. Cost $36.29 Unrealized +28.0%
DOW CHEMICAL COMPANY 2.9%
Value ($000) $14,296 Shares 226,664 Est. Cost $35.78 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $13,559 Shares 196,712 Est. Cost $31.94 Unrealized +95.1%
FIREEYE INC 2.7%
Value ($000) $13,295 Shares 874,086 Est. Cost $21.70 Unrealized
HD HOME DEPOT INC 2.7%
Value ($000) $13,272 Shares 86,517 Est. Cost $60.13 Unrealized +107.0%
CCL CARNIVAL CORP PAIRED CTF1 COM 2.4%
Value ($000) $11,799 Shares 179,943 Est. Cost $44.75 Unrealized +26.1%
GENERAL ELECTRIC COMPANY 2.3%
Value ($000) $11,384 Shares 421,488 Est. Cost $24.80 Unrealized
CSCO CISCO SYSTEMS INC 2.3%
Value ($000) $11,351 Shares 362,639 Est. Cost $16.46 Unrealized +52.2%
BA BOEING COMPANY 2.2%
Value ($000) $11,168 Shares 56,477 Est. Cost $88.38 Unrealized +97.9%
GILD GILEAD SCIENCES INC 2.1%
Value ($000) $10,579 Shares 149,462 Est. Cost $51.78 Unrealized -6.7%
BMY BRISTOL MYERS SQUIBB COMPAN 2.1%
Value ($000) $10,398 Shares 186,617 Est. Cost $30.65 Unrealized +30.2%
AMZN AMAZON.COM INC 2.1%
Value ($000) $10,391 Shares 10,735 Est. Cost $18.86 Unrealized +153.0%
WESTROCK COMPANY 2.0%
Value ($000) $10,076 Shares 177,837 Est. Cost $49.13 Unrealized
SBUX STARBUCKS CORP 2.0%
Value ($000) $9,798 Shares 168,035 Est. Cost $33.10 Unrealized +51.7%
MRK MERCK & COMPANY INC NEW 1.8%
Value ($000) $8,954 Shares 139,708 Est. Cost $32.06 Unrealized +45.2%
PEP PEPSICO INC 1.7%
Value ($000) $8,569 Shares 74,197 Est. Cost $58.53 Unrealized +50.7%
MMM 3M COMPANY 1.5%
Value ($000) $7,586 Shares 36,438 Est. Cost $67.83 Unrealized +83.8%
UPS UNITED PARCEL SERVICE INC CL 1.5%
Value ($000) $7,522 Shares 68,019 Est. Cost $61.46 Unrealized +25.8%
FBK FB FINANCIAL CORP 1.5%
Value ($000) $7,446 Shares 205,748 Est. Cost $21.65 Unrealized +49.7%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $6,806 Shares 55,733 Est. Cost $100.52 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $6,535 Shares 146,322 Est. Cost $27.18 Unrealized +8.7%
CENTURYLINK INC 1.3%
Value ($000) $6,473 Shares 271,057 Est. Cost $23.77 Unrealized
HON HONEYWELL INTL INC 1.3%
Value ($000) $6,414 Shares 48,120 Est. Cost $72.29 Unrealized +36.6%
IBM INTL BUSINESS MACHINES CORP 1.2%
Value ($000) $5,892 Shares 38,301 Est. Cost $103.17 Unrealized +0.6%
SYK STRYKER CORP 1.1%
Value ($000) $5,718 Shares 41,200 Est. Cost $80.61 Unrealized +54.8%
CVX CHEVRON CORP 1.1%
Value ($000) $5,655 Shares 54,198 Est. Cost $70.74 Unrealized +3.5%
CCI CROWN CASTLE INTL CORP NEW 1.1%
Value ($000) $5,535 Shares 55,249 Est. Cost $53.27 Unrealized +28.4%
HSY HERSHEY COMPANY 1.0%
Value ($000) $5,112 Shares 47,614 Est. Cost $67.19 Unrealized +33.7%
COLONY NORTHSTAR INC CL A 1.0%
Value ($000) $4,858 Shares 344,800 Est. Cost $12.93 Unrealized
GOOGL ALPHABET INC CL A 0.9%
Value ($000) $4,716 Shares 5,073 Est. Cost $32.58 Unrealized +42.5%
JPM JPMORGAN CHASE & COMPAN 0.9%
Value ($000) $4,586 Shares 50,171 Est. Cost $42.11 Unrealized +62.8%
FEDL NATL MTG ASSN NON CU 0.8%
Value ($000) $3,795 Shares 701,405 Est. Cost $11.63 Unrealized
CONSOL ENERGY INC 0.7%
Value ($000) $3,401 Shares 227,665 Est. Cost $13.66 Unrealized
FITB FIFTH THIRD BANCORP 0.7%
Value ($000) $3,395 Shares 130,766 Est. Cost $11.63 Unrealized +55.0%
ANDEAVOR 0.6%
Value ($000) $3,181 Shares 33,985 Est. Cost $93.60 Unrealized
FEDL HOME LOAN MTG CORP NON-CU 0.6%
Value ($000) $3,032 Shares 556,360 Est. Cost $6.94 Unrealized
HXL HEXCEL CORP NEW 0.6%
Value ($000) $2,981 Shares 56,470 Est. Cost $45.69 Unrealized +13.2%
DELPHI AUTOMOTIVE PLC 0.5%
Value ($000) $2,687 Shares 30,658 Est. Cost $75.74 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $2,577 Shares 39,134 Est. Cost $61.11 Unrealized -8.7%
GOOG ALPHABET INC CL C 0.5%
Value ($000) $2,480 Shares 2,729 Est. Cost $31.64 Unrealized +43.6%
OAKTREE CAPITAL GROUP LLC UN 0.4%
Value ($000) $2,163 Shares 46,423 Est. Cost $44.79 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC 0.4%
Value ($000) $2,123 Shares 33,160 Est. Cost $62.85 Unrealized
AME AMETEK INC NEW 0.4%
Value ($000) $2,085 Shares 34,430 Est. Cost $49.70 Unrealized +11.9%
F FORD MOTOR COMPANY NEW 0.4%
Value ($000) $1,974 Shares 176,422 Est. Cost $8.12 Unrealized -12.6%
BRK/B BERKSHIRE HATHAWAY INC DE CL 0.4%
Value ($000) $1,824 Shares 10,769 Est. Cost $115.12 Unrealized +44.5%
CHESAPEAKE ENERGY CORP 0.4%
Value ($000) $1,807 Shares 363,681 Est. Cost $5.52 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $1,800 Shares 35,890 Est. Cost $36.87 Unrealized +8.8%
AMGN AMGEN INC 0.4%
Value ($000) $1,767 Shares 10,257 Est. Cost $127.19 Unrealized -1.4%
HRI HERC HOLDINGS INC 0.3%
Value ($000) $1,693 Shares 43,062 Est. Cost $34.95 Unrealized +10.1%
TWENTY FIRST CENTURY FOXINC CL 0.3%
Value ($000) $1,662 Shares 58,652 Est. Cost $30.93 Unrealized
CAPSTAR FINANCIAL HOLDIN 0.3%
Value ($000) $1,558 Shares 87,822 Est. Cost $21.93 Unrealized
KMI KINDER MORGAN INC DE 0.3%
Value ($000) $1,438 Shares 75,068 Est. Cost $14.61 Unrealized -14.6%
DVY ISHARES SELECT DIVIDE 0.3%
Value ($000) $1,298 Shares 14,080 Est. Cost $64.90 Unrealized
ADNT ADIENT PLC 0.2%
Value ($000) $1,182 Shares 18,085 Est. Cost $64.65 Unrealized +3.1%
KO COCA-COLA COMPANY 0.2%
Value ($000) $1,158 Shares 25,822 Est. Cost $27.96 Unrealized +20.4%
PINNACLE FINANCIAL PARTNE 0.2%
Value ($000) $1,134 Shares 18,052 Est. Cost $51.54 Unrealized
FEDL HOME LOAN MTG CORP SER X 0.2%
Value ($000) $1,033 Shares 258,298 Est. Cost $6.76 Unrealized
FANUY FANUC CORPORATION F SPONSORED 0.2%
Value ($000) $1,032 Shares 53,497 Est. Cost $25.59 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $944 Shares 19,718 Est. Cost $27.39 Unrealized +28.1%
MSGS MADISON SQUARE GARDEN CO CL 0.2%
Value ($000) $935 Shares 4,750 Est. Cost $121.40 Unrealized +16.5%
RICE ENERGY INC 0.2%
Value ($000) $774 Shares 29,055 Est. Cost $23.71 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $757 Shares 13,654 Est. Cost $29.26 Unrealized +44.1%
VRSN VERISIGN INC 0.1%
Value ($000) $741 Shares 7,968 Est. Cost $45.93 Unrealized +94.9%
MDLZ MONDELEZ INTERNATIONAL INC CL 0.1%
Value ($000) $713 Shares 16,500 Est. Cost $34.33 Unrealized +6.8%
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $705 Shares 16,410 Est. Cost $30.41 Unrealized +17.6%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $594 Shares 2,457 Est. Cost $216.29 Unrealized
NORTHSTAR REALTY EUROPE CORP 0.1%
Value ($000) $587 Shares 46,256 Est. Cost $11.81 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $525 Shares 6,507 Est. Cost $53.37 Unrealized +3.9%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $482 Shares 3,017 Est. Cost $90.08 Unrealized +67.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $471 Shares 3,075 Est. Cost $75.32 Unrealized +56.6%
CLX CLOROX COMPANY 0.1%
Value ($000) $458 Shares 3,438 Est. Cost $63.64 Unrealized +65.5%
LANDAUER INC 0.1%
Value ($000) $453 Shares 8,664 Est. Cost $48.44 Unrealized
FRANKLIN FINL NETWORK INC 0.1%
Value ($000) $427 Shares 10,350 Est. Cost $37.76 Unrealized
BERRY GLOBAL GROUP INC 0.1%
Value ($000) $415 Shares 7,280 Est. Cost $32.08 Unrealized
T AT&T INC 0.1%
Value ($000) $404 Shares 10,711 Est. Cost $11.94 Unrealized +33.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $333 Shares 7,583 Est. Cost $42.14 Unrealized -15.8%
CVS CVS HEALTH CORP 0.1%
Value ($000) $321 Shares 3,995 Est. Cost $60.58 Unrealized -0.4%
NGVT INGEVITY CORP 0.1%
Value ($000) $315 Shares 5,493 Est. Cost $30.20 Unrealized +94.8%
MTN VAIL RESORTS INC 0.1%
Value ($000) $277 Shares 1,365 Est. Cost $177.17 Unrealized +13.8%
PSX PHILLIPS 66 0.1%
Value ($000) $266 Shares 3,215 Est. Cost $43.05 Unrealized +30.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $259 Shares 3,093 Est. Cost $44.53 Unrealized +32.7%
DIS WALT DISNEY CO 0.0%
Value ($000) $247 Shares 2,325 Est. Cost $91.38 Unrealized +12.1%
WMT WAL-MART STORES INC 0.0%
Value ($000) $223 Shares 2,945 Est. Cost $19.50 Unrealized +12.9%
FNMA FANNIE MAE VOTING 0.0%
Value ($000) $217 Shares 93,225 Est. Cost $2.42 Unrealized +5.3%
FHN FIRST HORIZON NATION 0.0%
Value ($000) $213 Shares 12,217 Est. Cost $13.06 Unrealized 0.0%
NHI NATIONAL HLTH INVS INC 0.0%
Value ($000) $207 Shares 2,610 Est. Cost $79.31 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $203 Shares 6,010 Est. Cost $29.57 Unrealized 0.0%
FEDL NATL MTG ASSN NON CU 0.0%
Value ($000) $99 Shares 21,200 Est. Cost $7.73 Unrealized
GALMED PHARMACEUTICALS LTD SHS 0.0%
Value ($000) $74 Shares 12,000 Est. Cost $6.85 Unrealized
OWCP OWC PHARMACEUTICAL RESEAR 0.0%
Value ($000) $20 Shares 32,850 Est. Cost $1.01 Unrealized -25.1%
CHANTICLEER HOLDINGS WTSINC CL 0.0%
Value ($000) $0 Shares 57,142 Est. Cost Unrealized
XECHEM INTERNATIONAL INCNEW 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
CHANTICLEER HOLDINGS WTSINC CL 0.0%
Value ($000) $0 Shares 57,142 Est. Cost Unrealized