CBOE Vest Financial, LLC Diversified Active

CIK: 0001709632 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $550,508 (100.0% shares, 0.0% debt)

Holdings (65)

NUE NUCOR CORP 2.4%
Value ($000) $13,224 Shares 88,961 Est. Cost $76.86 Unrealized +50.3%
ADM ARCHER DANIELS MIDLAND CO 2.0%
Value ($000) $11,116 Shares 123,156 Est. Cost $52.95 Unrealized +31.5%
CVX CHEVRON CORP NEW 2.0%
Value ($000) $10,893 Shares 66,897 Est. Cost $81.62 Unrealized +50.4%
ABBV ABBVIE INC 1.9%
Value ($000) $10,207 Shares 62,963 Est. Cost $91.73 Unrealized +37.8%
ATO ATMOS ENERGY CORP 1.8%
Value ($000) $9,856 Shares 82,481 Est. Cost $87.28 Unrealized +13.7%
GD GENERAL DYNAMICS CORP 1.8%
Value ($000) $9,841 Shares 40,806 Est. Cost $165.07 Unrealized +24.1%
CINF CINCINNATI FINL CORP 1.8%
Value ($000) $9,825 Shares 72,265 Est. Cost $92.79 Unrealized +19.7%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $9,824 Shares 118,950 Est. Cost $43.06 Unrealized +57.7%
ED CONSOLIDATED EDISON INC 1.8%
Value ($000) $9,711 Shares 102,569 Est. Cost $66.09 Unrealized +14.4%
CAH CARDINAL HEALTH INC 1.7%
Value ($000) $9,351 Shares 164,910 Est. Cost $47.40 Unrealized +3.8%
BRO BROWN & BROWN INC 1.7%
Value ($000) $9,202 Shares 127,320 Est. Cost $65.38 Unrealized 0.0%
CB CHUBB LIMITED 1.7%
Value ($000) $9,187 Shares 42,953 Est. Cost $155.75 Unrealized +23.9%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $9,140 Shares 51,574 Est. Cost $141.88 Unrealized +7.0%
CTAS CINTAS CORP 1.6%
Value ($000) $9,077 Shares 21,337 Est. Cost $89.40 Unrealized +5.0%
ROP ROPER TECHNOLOGIES INC 1.6%
Value ($000) $9,024 Shares 19,111 Est. Cost $430.69 Unrealized +2.0%
WST WEST PHARMACEUTICAL SVSC INC 1.6%
Value ($000) $8,973 Shares 21,847 Est. Cost $342.58 Unrealized +13.1%
MKC MCCORMICK & CO INC 1.6%
Value ($000) $8,938 Shares 89,552 Est. Cost $80.92 Unrealized +10.7%
EMR EMERSON ELEC CO 1.6%
Value ($000) $8,919 Shares 90,965 Est. Cost $80.59 Unrealized +8.5%
ALB ALBEMARLE CORP 1.6%
Value ($000) $8,909 Shares 40,285 Est. Cost $157.76 Unrealized +27.3%
PEOPLES UNITED FINANCIAL INC 1.6%
Value ($000) $8,902 Shares 445,316 Est. Cost $16.11 Unrealized
MDT MEDTRONIC PLC 1.6%
Value ($000) $8,891 Shares 80,132 Est. Cost $100.03 Unrealized -6.4%
AFL AFLAC INC 1.6%
Value ($000) $8,880 Shares 137,913 Est. Cost $45.48 Unrealized +26.0%
HRL HORMEL FOODS CORP 1.6%
Value ($000) $8,828 Shares 171,290 Est. Cost $40.57 Unrealized +6.9%
WMT WALMART INC 1.6%
Value ($000) $8,797 Shares 59,077 Est. Cost $44.76 Unrealized -0.4%
SYY SYSCO CORP 1.6%
Value ($000) $8,773 Shares 107,449 Est. Cost $67.02 Unrealized +8.4%
ADP AUTOMATIC DATA PROCESSING IN 1.6%
Value ($000) $8,723 Shares 38,338 Est. Cost $174.80 Unrealized +12.7%
CAT CATERPILLAR INC 1.6%
Value ($000) $8,720 Shares 39,135 Est. Cost $181.13 Unrealized +7.9%
GWW GRAINGER W W INC 1.6%
Value ($000) $8,693 Shares 16,853 Est. Cost $412.88 Unrealized +14.7%
KO COCA COLA CO 1.6%
Value ($000) $8,690 Shares 140,168 Est. Cost $47.48 Unrealized +13.9%
NEE NEXTERA ENERGY INC 1.6%
Value ($000) $8,647 Shares 102,078 Est. Cost $70.56 Unrealized +2.1%
ESS ESSEX PPTY TR INC 1.6%
Value ($000) $8,644 Shares 25,022 Est. Cost $243.15 Unrealized +18.4%
BDX BECTON DICKINSON & CO 1.6%
Value ($000) $8,569 Shares 32,215 Est. Cost $224.08 Unrealized +7.6%
IBM INTERNATIONAL BUSINESS MACHS 1.6%
Value ($000) $8,558 Shares 65,823 Est. Cost $106.16 Unrealized +5.6%
BF/B BROWN FORMAN CORP 1.5%
Value ($000) $8,522 Shares 127,149 Est. Cost $66.10 Unrealized -6.3%
LINDE PLC 1.5%
Value ($000) $8,439 Shares 26,420 Est. Cost $294.84 Unrealized
FRT FEDERAL RLTY INVT TR NEW 1.5%
Value ($000) $8,396 Shares 68,784 Est. Cost $103.82 Unrealized 0.0%
MCD MCDONALDS CORP 1.5%
Value ($000) $8,223 Shares 33,252 Est. Cost $211.16 Unrealized +7.9%
SPGI S&P GLOBAL INC 1.5%
Value ($000) $8,213 Shares 20,022 Est. Cost $371.54 Unrealized +6.1%
PEP PEPSICO INC 1.5%
Value ($000) $8,160 Shares 48,752 Est. Cost $131.23 Unrealized +13.1%
CHD CHURCH & DWIGHT CO INC 1.5%
Value ($000) $8,081 Shares 81,323 Est. Cost $95.13 Unrealized 0.0%
TGT TARGET CORP 1.5%
Value ($000) $8,071 Shares 38,031 Est. Cost $179.75 Unrealized +6.4%
AMCOR PLC 1.5%
Value ($000) $8,069 Shares 712,199 Est. Cost $9.71 Unrealized +2.3%
O REALTY INCOME CORP 1.5%
Value ($000) $8,059 Shares 116,299 Est. Cost $51.15 Unrealized +8.2%
TROW PRICE T ROWE GROUP INC 1.5%
Value ($000) $8,004 Shares 52,937 Est. Cost $135.84 Unrealized -5.0%
ABT ABBOTT LABS 1.5%
Value ($000) $7,994 Shares 67,536 Est. Cost $109.35 Unrealized +5.5%
GPC GENUINE PARTS CO 1.4%
Value ($000) $7,939 Shares 62,998 Est. Cost $103.11 Unrealized +12.6%
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $7,916 Shares 51,810 Est. Cost $126.25 Unrealized +12.6%
ECL ECOLAB INC 1.4%
Value ($000) $7,703 Shares 43,631 Est. Cost $197.83 Unrealized -9.2%
DOV DOVER CORP 1.4%
Value ($000) $7,634 Shares 48,654 Est. Cost $136.24 Unrealized +14.5%
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $7,554 Shares 99,626 Est. Cost $72.24 Unrealized +0.1%
BEN FRANKLIN RESOURCES INC 1.3%
Value ($000) $7,405 Shares 265,239 Est. Cost $22.65 Unrealized +9.8%
MMM 3M CO 1.3%
Value ($000) $7,347 Shares 49,348 Est. Cost $124.32 Unrealized -7.8%
ITW ILLINOIS TOOL WKS INC 1.3%
Value ($000) $7,338 Shares 35,044 Est. Cost $197.30 Unrealized +3.2%
LOW LOWES COS INC 1.3%
Value ($000) $7,321 Shares 36,206 Est. Cost $178.26 Unrealized +19.7%
KMB KIMBERLY-CLARK CORP 1.3%
Value ($000) $7,249 Shares 58,856 Est. Cost $114.51 Unrealized -0.4%
WALGREENS BOOTS ALLIANCE INC 1.3%
Value ($000) $7,241 Shares 161,744 Est. Cost $45.96 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.3%
Value ($000) $7,207 Shares 69,868 Est. Cost $102.70 Unrealized +2.3%
PPG PPG INDS INC 1.3%
Value ($000) $7,148 Shares 54,533 Est. Cost $138.01 Unrealized -3.0%
VFC V F CORP 1.3%
Value ($000) $7,070 Shares 124,350 Est. Cost $74.05 Unrealized -16.3%
PNR PENTAIR PLC 1.3%
Value ($000) $6,979 Shares 128,742 Est. Cost $57.81 Unrealized -0.6%
SHW SHERWIN WILLIAMS CO 1.3%
Value ($000) $6,962 Shares 27,891 Est. Cost $268.35 Unrealized -0.7%
AOS SMITH A O CORP 1.2%
Value ($000) $6,854 Shares 107,291 Est. Cost $60.58 Unrealized +11.9%
APD AIR PRODS & CHEMS INC 1.2%
Value ($000) $6,814 Shares 27,267 Est. Cost $250.35 Unrealized -7.4%
CLX CLOROX CO DEL 1.2%
Value ($000) $6,537 Shares 47,022 Est. Cost $154.88 Unrealized -13.0%
SWK STANLEY BLACK & DECKER INC 1.2%
Value ($000) $6,527 Shares 46,694 Est. Cost $155.54 Unrealized -8.4%