Verity & Verity, LLC Diversified Active

CIK: 0001542108 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 10, 2015

Total Value ($000): $206,998 (100.0% shares, 0.0% debt)

Holdings (63)

JPM J P Morgan Chase & Co 2.5%
Value ($000) $5,256 Shares 77,570 Est. Cost $44.70 Unrealized +9.9%
LMT Lockheed Martin Corp 2.5%
Value ($000) $5,178 Shares 27,855 Est. Cost $74.06 Unrealized +95.2%
PFE Pfizer Incorporated 2.4%
Value ($000) $5,026 Shares 149,911 Est. Cost $16.87 Unrealized +23.2%
MSFT Microsoft Corp 2.4%
Value ($000) $4,873 Shares 110,361 Est. Cost $27.62 Unrealized +42.2%
CSCO Cisco Systems Inc 2.3%
Value ($000) $4,759 Shares 173,323 Est. Cost $15.49 Unrealized +33.2%
WFC Wells Fargo & Co New 2.3%
Value ($000) $4,702 Shares 83,618 Est. Cost $28.42 Unrealized +45.6%
INTC Intel Corp 2.2%
Value ($000) $4,651 Shares 152,922 Est. Cost $17.70 Unrealized +41.8%
LOW Lowes Companies Inc 2.2%
Value ($000) $4,493 Shares 67,098 Est. Cost $34.12 Unrealized +72.3%
DEO Diageo Plc New Adr 2.2%
Value ($000) $4,492 Shares 38,709 Est. Cost $116.94 Unrealized
IBM Intl Business Machines 2.1%
Value ($000) $4,446 Shares 27,333 Est. Cost $112.35 Unrealized -8.3%
Becton Dickinson & Co 2.1%
Value ($000) $4,426 Shares 31,245 Est. Cost $143.59 Unrealized
ORCL Oracle Corporation 2.1%
Value ($000) $4,368 Shares 108,366 Est. Cost $29.60 Unrealized +25.0%
PPG PPG Industries Inc 2.1%
Value ($000) $4,366 Shares 38,064 Est. Cost $76.81 Unrealized +22.9%
ITW Illinois Tool Works 2.1%
Value ($000) $4,364 Shares 47,549 Est. Cost $51.70 Unrealized +43.1%
VZ Verizon Communications 2.1%
Value ($000) $4,344 Shares 93,213 Est. Cost $26.72 Unrealized +6.0%
T A T & T Corp New 2.1%
Value ($000) $4,338 Shares 122,131 Est. Cost $11.42 Unrealized +6.9%
BCE B C E Inc 2.1%
Value ($000) $4,331 Shares 101,901 Est. Cost $22.29 Unrealized +5.8%
NVS Novartis A G Spon Adr 2.1%
Value ($000) $4,302 Shares 43,748 Est. Cost $72.24 Unrealized
VFC V F Corporation 2.1%
Value ($000) $4,245 Shares 60,861 Est. Cost $49.48 Unrealized +36.7%
GPC Genuine Parts Co 2.0%
Value ($000) $4,221 Shares 47,155 Est. Cost $54.79 Unrealized +23.6%
General Electric Company 2.0%
Value ($000) $4,113 Shares 154,807 Est. Cost $27.31 Unrealized
ES Eversource Energy 2.0%
Value ($000) $4,106 Shares 90,400 Est. Cost $36.18 Unrealized -7.0%
United Technologies Corp 2.0%
Value ($000) $4,101 Shares 36,967 Est. Cost $96.90 Unrealized
EMR Emerson Electric Co 1.9%
Value ($000) $3,999 Shares 72,155 Est. Cost $41.61 Unrealized +6.3%
OXY Occidental Pete Corp 1.9%
Value ($000) $3,992 Shares 51,321 Est. Cost $58.90 Unrealized -3.5%
OMC Omnicom Group Inc 1.9%
Value ($000) $3,987 Shares 57,383 Est. Cost $42.53 Unrealized +24.0%
CVX Chevron Corp. 1.9%
Value ($000) $3,987 Shares 41,322 Est. Cost $70.93 Unrealized -6.3%
Abbott Laboratories 1.9%
Value ($000) $3,930 Shares 80,065 Est. Cost $49.09 Unrealized
LEG Leggett & Platt Inc 1.9%
Value ($000) $3,903 Shares 80,172 Est. Cost $30.82 Unrealized +51.6%
Chubb Corporation 1.9%
Value ($000) $3,889 Shares 40,874 Est. Cost $85.89 Unrealized
MMM 3m Company 1.9%
Value ($000) $3,863 Shares 25,037 Est. Cost $61.87 Unrealized +53.3%
SIEGY Siemens A G Sponsored Adr Isin 1.8%
Value ($000) $3,809 Shares 37,515 Est. Cost $115.13 Unrealized
WM Waste Management Inc Del 1.8%
Value ($000) $3,693 Shares 79,671 Est. Cost $31.18 Unrealized +31.2%
PG Procter & Gamble Co 1.7%
Value ($000) $3,617 Shares 46,228 Est. Cost $55.98 Unrealized +7.1%
DE Deere & Co 1.7%
Value ($000) $3,532 Shares 36,395 Est. Cost $68.83 Unrealized +9.5%
KO Coca Cola Company 1.6%
Value ($000) $3,394 Shares 86,507 Est. Cost $27.63 Unrealized +5.1%
XOM Exxon Mobil Corporation 1.6%
Value ($000) $3,390 Shares 40,739 Est. Cost $54.36 Unrealized -0.1%
BB&T Corporation 1.6%
Value ($000) $3,379 Shares 83,821 Est. Cost $37.47 Unrealized
PM Philip Morris Intl Inc 1.6%
Value ($000) $3,230 Shares 40,293 Est. Cost $48.89 Unrealized -1.2%
AJG Gallagher Arthur J & Co 1.5%
Value ($000) $3,171 Shares 67,043 Est. Cost $35.95 Unrealized +10.3%
Raytheon Company New 1.5%
Value ($000) $3,141 Shares 32,824 Est. Cost $76.19 Unrealized
Magellan Midstream Ptnrs 1.5%
Value ($000) $3,085 Shares 42,036 Est. Cost $55.03 Unrealized
ACN Accenture Ltd Cl A 1.5%
Value ($000) $3,075 Shares 31,777 Est. Cost $64.12 Unrealized +25.8%
GIS General Mills Inc 1.3%
Value ($000) $2,646 Shares 47,490 Est. Cost $32.56 Unrealized +19.1%
Total S A Adr 1.3%
Value ($000) $2,630 Shares 53,496 Est. Cost $60.99 Unrealized
EPD Enterprise Prd Prtnrs Lp 1.2%
Value ($000) $2,539 Shares 84,947 Est. Cost $49.94 Unrealized
Nestle Sa Ord 1.1%
Value ($000) $2,240 Shares 31,013 Est. Cost $72.23 Unrealized
V Visa Inc Cl A 1.0%
Value ($000) $2,129 Shares 31,695 Est. Cost $62.92 Unrealized 0.0%
KMB Kimberly-Clark Corp 1.0%
Value ($000) $2,017 Shares 19,033 Est. Cost $63.12 Unrealized +20.2%
American Express Company 1.0%
Value ($000) $2,001 Shares 25,746 Est. Cost $77.72 Unrealized
Reynolds American Inc 0.9%
Value ($000) $1,826 Shares 24,461 Est. Cost $50.16 Unrealized
Sunoco Logistics Ptnr Lp 0.9%
Value ($000) $1,819 Shares 47,822 Est. Cost $55.00 Unrealized
CL Colgate-Palmolive Co 0.8%
Value ($000) $1,695 Shares 25,913 Est. Cost $45.27 Unrealized +17.0%
Alps TRUST Etf 0.8%
Value ($000) $1,651 Shares 106,158 Est. Cost $16.49 Unrealized
BTI Br Amer Tobacco Plc Adrf 0.8%
Value ($000) $1,641 Shares 15,156 Est. Cost $119.06 Unrealized
PH Parker-Hannifin Corp 0.8%
Value ($000) $1,637 Shares 14,069 Est. Cost $99.08 Unrealized +2.4%
SO The Southern Company 0.6%
Value ($000) $1,241 Shares 29,638 Est. Cost $26.86 Unrealized +3.5%
PAA Plains All Amern Ppln Lp 0.5%
Value ($000) $1,124 Shares 25,801 Est. Cost $52.35 Unrealized
TROW T Rowe Price Group Inc 0.4%
Value ($000) $900 Shares 11,575 Est. Cost $54.65 Unrealized +0.8%
Tortoise Egy Infrastruct 0.3%
Value ($000) $550 Shares 14,906 Est. Cost $46.53 Unrealized
J P Morgan Chase & Co 0.3%
Value ($000) $521 Shares 7,696 Est. Cost $61.62 Unrealized
Accenture Ltd Cl A 0.2%
Value ($000) $349 Shares 3,603 Est. Cost $93.42 Unrealized
B C E Inc 0.1%
Value ($000) $275 Shares 6,475 Est. Cost $42.27 Unrealized