Verity & Verity, LLC Diversified Active

CIK: 0001542108 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 27, 2016

Total Value ($000): $272,316 (100.0% shares, 0.0% debt)

Holdings (77)

JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $8,144 Shares 68,937 Est. Cost $73.10 Unrealized +28.0%
NVS NOVARTIS A G 2.8%
Value ($000) $7,687 Shares 97,347 Est. Cost $75.96 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $7,307 Shares 126,860 Est. Cost $29.97 Unrealized +67.8%
UNITED TECHNOLOGIES CORP 2.6%
Value ($000) $7,074 Shares 69,624 Est. Cost $98.31 Unrealized
CSCO CISCO SYS INC 2.6%
Value ($000) $7,055 Shares 222,406 Est. Cost $23.06 Unrealized 0.0%
INTC INTEL CORP 2.5%
Value ($000) $6,711 Shares 177,781 Est. Cost $18.76 Unrealized +52.6%
IBM INTERNATIONAL BUSINESS MACHS 2.5%
Value ($000) $6,676 Shares 42,025 Est. Cost $104.08 Unrealized -2.2%
CVX CHEVRON CORP NEW 2.4%
Value ($000) $6,486 Shares 63,020 Est. Cost $67.04 Unrealized +2.1%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $6,458 Shares 96,994 Est. Cost $46.35 Unrealized +9.7%
WFC WELLS FARGO & CO NEW 2.3%
Value ($000) $6,342 Shares 143,219 Est. Cost $32.20 Unrealized +14.4%
AAPL APPLE INC 2.3%
Value ($000) $6,328 Shares 55,980 Est. Cost $24.23 Unrealized 0.0%
T AT&T INC 2.3%
Value ($000) $6,282 Shares 154,698 Est. Cost $12.07 Unrealized +35.0%
XOM EXXON MOBIL CORP 2.2%
Value ($000) $5,954 Shares 68,215 Est. Cost $54.13 Unrealized +8.1%
LMT LOCKHEED MARTIN CORP 2.2%
Value ($000) $5,949 Shares 24,816 Est. Cost $75.92 Unrealized +156.7%
ES EVERSOURCE ENERGY 2.1%
Value ($000) $5,617 Shares 103,667 Est. Cost $37.32 Unrealized +9.3%
PFE PFIZER INC 2.1%
Value ($000) $5,606 Shares 165,510 Est. Cost $17.65 Unrealized +26.1%
ITW ILLINOIS TOOL WKS INC 2.1%
Value ($000) $5,591 Shares 46,655 Est. Cost $53.17 Unrealized +74.7%
TXN TEXAS INSTRS INC 2.0%
Value ($000) $5,476 Shares 78,029 Est. Cost $36.73 Unrealized +43.4%
OMC OMNICOM GROUP INC 2.0%
Value ($000) $5,439 Shares 63,980 Est. Cost $43.80 Unrealized +38.2%
DEO DIAGEO P L C 2.0%
Value ($000) $5,433 Shares 46,821 Est. Cost $115.85 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $5,168 Shares 99,433 Est. Cost $26.97 Unrealized +22.0%
GENERAL ELECTRIC CO 1.9%
Value ($000) $5,068 Shares 171,093 Est. Cost $27.42 Unrealized
ABT ABBOTT LABS 1.8%
Value ($000) $5,003 Shares 118,293 Est. Cost $37.35 Unrealized -3.3%
BCE BCE INC 1.8%
Value ($000) $4,942 Shares 107,010 Est. Cost $22.43 Unrealized +20.3%
BDX BECTON DICKINSON & CO 1.8%
Value ($000) $4,810 Shares 26,763 Est. Cost $148.50 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $4,804 Shares 53,527 Est. Cost $56.74 Unrealized +19.0%
RAYTHEON CO 1.7%
Value ($000) $4,750 Shares 34,892 Est. Cost $81.04 Unrealized
BB&T CORP 1.7%
Value ($000) $4,596 Shares 121,851 Est. Cost $37.00 Unrealized
MMM 3M CO 1.7%
Value ($000) $4,553 Shares 25,833 Est. Cost $65.74 Unrealized +66.1%
GPC GENUINE PARTS CO 1.6%
Value ($000) $4,477 Shares 44,568 Est. Cost $54.79 Unrealized +40.9%
DE DEERE & CO 1.6%
Value ($000) $4,320 Shares 50,604 Est. Cost $68.58 Unrealized +2.6%
ORCL ORACLE CORP 1.6%
Value ($000) $4,257 Shares 108,365 Est. Cost $29.74 Unrealized +19.1%
VFC V F CORP 1.5%
Value ($000) $4,211 Shares 75,124 Est. Cost $51.27 Unrealized +12.6%
ACN ACCENTURE PLC IRELAND 1.4%
Value ($000) $3,932 Shares 32,184 Est. Cost $96.12 Unrealized +2.1%
KO COCA COLA CO 1.4%
Value ($000) $3,905 Shares 92,269 Est. Cost $27.96 Unrealized +16.5%
LOW LOWES COS INC 1.4%
Value ($000) $3,891 Shares 53,887 Est. Cost $34.12 Unrealized +91.7%
EMR EMERSON ELEC CO 1.3%
Value ($000) $3,658 Shares 67,105 Est. Cost $40.86 Unrealized +3.5%
PPG PPG INDS INC 1.3%
Value ($000) $3,657 Shares 35,378 Est. Cost $76.81 Unrealized +15.0%
LEG LEGGETT & PLATT INC 1.3%
Value ($000) $3,628 Shares 79,586 Est. Cost $31.31 Unrealized +64.2%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $3,628 Shares 37,321 Est. Cost $49.20 Unrealized +26.6%
OXY OCCIDENTAL PETE CORP DEL 1.3%
Value ($000) $3,561 Shares 48,828 Est. Cost $56.83 Unrealized +1.0%
TROW PRICE T ROWE GROUP INC 1.3%
Value ($000) $3,504 Shares 52,704 Est. Cost $50.97 Unrealized -3.1%
EPD ENTERPRISE PRODS PARTNERS L 1.2%
Value ($000) $3,359 Shares 121,561 Est. Cost $42.69 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 1.2%
Value ($000) $3,323 Shares 46,979 Est. Cost $57.00 Unrealized
AJG GALLAGHER ARTHUR J & CO 1.2%
Value ($000) $3,261 Shares 64,102 Est. Cost $35.63 Unrealized +19.1%
PH PARKER HANNIFIN CORP 1.2%
Value ($000) $3,143 Shares 25,035 Est. Cost $94.31 Unrealized +9.2%
ALPS ETF TR 1.1%
Value ($000) $3,081 Shares 242,794 Est. Cost $13.99 Unrealized
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $2,511 Shares 33,861 Est. Cost $47.27 Unrealized +25.6%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $2,139 Shares 33,402 Est. Cost $56.32 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.7%
Value ($000) $2,038 Shares 16,157 Est. Cost $93.94 Unrealized -0.5%
ABBV ABBVIE INC 0.7%
Value ($000) $1,836 Shares 29,111 Est. Cost $39.25 Unrealized +11.9%
AFL AFLAC INC 0.6%
Value ($000) $1,753 Shares 24,389 Est. Cost $24.97 Unrealized +17.1%
REYNOLDS AMERICAN INC 0.6%
Value ($000) $1,623 Shares 34,414 Est. Cost $53.93 Unrealized
BTI BRITISH AMERN TOB PLC 0.6%
Value ($000) $1,617 Shares 12,670 Est. Cost $119.06 Unrealized
WMT WAL-MART STORES INC 0.6%
Value ($000) $1,607 Shares 22,277 Est. Cost $18.69 Unrealized +10.2%
AEP AMERICAN ELEC PWR INC 0.6%
Value ($000) $1,538 Shares 23,949 Est. Cost $48.31 Unrealized 0.0%
SO SOUTHERN CO 0.5%
Value ($000) $1,433 Shares 27,937 Est. Cost $29.36 Unrealized +21.2%
MSM MSC INDL DIRECT INC 0.5%
Value ($000) $1,411 Shares 19,224 Est. Cost $68.60 Unrealized +5.9%
CBRL CRACKER BARREL OLD CTRY STOR 0.5%
Value ($000) $1,345 Shares 10,171 Est. Cost $103.14 Unrealized 0.0%
NDAQ NASDAQ INC 0.5%
Value ($000) $1,238 Shares 18,333 Est. Cost $17.07 Unrealized +16.3%
CMI CUMMINS INC 0.4%
Value ($000) $1,213 Shares 9,469 Est. Cost $94.73 Unrealized 0.0%
PAA PLAINS ALL AMERN PIPELINE L 0.4%
Value ($000) $1,144 Shares 36,430 Est. Cost $38.05 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,112 Shares 10,170 Est. Cost $77.25 Unrealized 0.0%
SUNOCO LOGISTICS PRTNRS L P 0.4%
Value ($000) $1,047 Shares 36,842 Est. Cost $54.23 Unrealized
MET METLIFE INC 0.3%
Value ($000) $936 Shares 21,065 Est. Cost $27.39 Unrealized 0.0%
AMGN AMGEN INC 0.3%
Value ($000) $926 Shares 5,553 Est. Cost $127.72 Unrealized 0.0%
TGT TARGET CORP 0.3%
Value ($000) $883 Shares 12,853 Est. Cost $56.31 Unrealized -3.5%
HAS HASBRO INC 0.3%
Value ($000) $827 Shares 10,427 Est. Cost $59.17 Unrealized 0.0%
GIS GENERAL MLS INC 0.3%
Value ($000) $751 Shares 11,760 Est. Cost $45.69 Unrealized +9.5%
VIG VANGUARD SPECIALIZED PORTFOL 0.3%
Value ($000) $721 Shares 8,590 Est. Cost $83.93 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.2%
Value ($000) $640 Shares 8,875 Est. Cost $72.11 Unrealized
KEY KEYCORP NEW 0.2%
Value ($000) $502 Shares 41,275 Est. Cost $8.09 Unrealized 0.0%
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value ($000) $417 Shares 19,200 Est. Cost $21.73 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $331 Shares 15,340 Est. Cost $21.51 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $232 Shares 10,840 Est. Cost $21.40 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $224 Shares 15,191 Est. Cost $14.33 Unrealized
TEAM HEALTH HOLDINGS INC 0.1%
Value ($000) $216 Shares 6,630 Est. Cost $32.58 Unrealized