HOME FEDERAL BANK OF TENNESSEE Diversified Active

CIK: 0001665446 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 23, 2023

Total Value ($000): $269,659 (100.0% shares, 0.0% debt)

Holdings (67)

IVV ISHARES 36.9%
Value ($000) $99,374 Shares 231,409 Est. Cost $244.47 Unrealized
IVE ISHARES 23.1%
Value ($000) $62,325 Shares 405,131 Est. Cost $91.91 Unrealized
LLY ELI LILLY CO 2.8%
Value ($000) $7,579 Shares 14,111 Est. Cost $69.63 Unrealized +627.8%
IJS ISHARES 2.7%
Value ($000) $7,385 Shares 82,770 Est. Cost $96.02 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $5,180 Shares 30,256 Est. Cost $96.25 Unrealized +88.4%
MSFT MICROSOFT CORP 1.8%
Value ($000) $4,773 Shares 15,116 Est. Cost $50.25 Unrealized +545.9%
HD HOME DEPOT 1.3%
Value ($000) $3,527 Shares 11,671 Est. Cost $107.58 Unrealized +181.6%
PG PROCTER & GAMBLE 1.3%
Value ($000) $3,407 Shares 23,355 Est. Cost $61.79 Unrealized +133.2%
ADI ANALOG DEVICES INC 1.2%
Value ($000) $3,307 Shares 18,889 Est. Cost $48.08 Unrealized +268.0%
STIP ISHARES 1.2%
Value ($000) $3,231 Shares 33,333 Est. Cost $101.78 Unrealized
HON HONEYWELL INTL 1.1%
Value ($000) $3,091 Shares 16,733 Est. Cost $74.28 Unrealized +134.1%
SPY SPDR 1.1%
Value ($000) $2,853 Shares 6,673 Est. Cost $292.96 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,722 Shares 17,474 Est. Cost $79.28 Unrealized +93.3%
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $2,686 Shares 37,320 Est. Cost $54.61 Unrealized +48.8%
WM WASTE MANAGEMENT INC 1.0%
Value ($000) $2,667 Shares 17,496 Est. Cost $45.45 Unrealized +243.3%
ABBV ABBVIE INC 1.0%
Value ($000) $2,650 Shares 17,780 Est. Cost $40.88 Unrealized +231.1%
JPM JP MORGAN CHASE 1.0%
Value ($000) $2,586 Shares 17,833 Est. Cost $50.23 Unrealized +183.3%
ADP AUTOMATIC DATA PROCESSING 1.0%
Value ($000) $2,582 Shares 10,734 Est. Cost $69.13 Unrealized +234.4%
DUK DUKE ENERGY CORP 0.9%
Value ($000) $2,514 Shares 28,484 Est. Cost $49.31 Unrealized +69.5%
PEP PEPSICO INC 0.9%
Value ($000) $2,303 Shares 13,590 Est. Cost $74.24 Unrealized +125.2%
CVX CHEVRON CORP 0.8%
Value ($000) $2,193 Shares 13,004 Est. Cost $63.57 Unrealized +129.3%
ABT ABBOTT LABS 0.7%
Value ($000) $1,913 Shares 19,749 Est. Cost $37.38 Unrealized +168.7%
ENB ENBRIDGE INC 0.7%
Value ($000) $1,759 Shares 52,985 Est. Cost $24.92 Unrealized +21.9%
MRK MERCK & CO INC 0.6%
Value ($000) $1,680 Shares 16,318 Est. Cost $51.59 Unrealized +93.5%
QQQ INVESCO QQQ TRUST SERIES 1 0.6%
Value ($000) $1,656 Shares 4,622 Est. Cost $284.09 Unrealized
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $1,615 Shares 8,199 Est. Cost $70.99 Unrealized +188.8%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,589 Shares 13,511 Est. Cost $52.94 Unrealized +90.8%
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,561 Shares 13,033 Est. Cost $41.22 Unrealized +161.7%
IWS ISHARES 0.6%
Value ($000) $1,536 Shares 14,720 Est. Cost $70.36 Unrealized
WMT WALMART INC 0.5%
Value ($000) $1,387 Shares 8,674 Est. Cost $20.12 Unrealized +157.5%
KO COCA COLA CO 0.5%
Value ($000) $1,337 Shares 23,882 Est. Cost $32.06 Unrealized +73.8%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $1,309 Shares 10,835 Est. Cost $85.38 Unrealized +37.9%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $1,266 Shares 39,065 Est. Cost $28.06 Unrealized +3.3%
EL ESTEE LAUDER COMPANIES-CL A 0.5%
Value ($000) $1,254 Shares 8,678 Est. Cost $74.79 Unrealized +112.6%
VMC VULCAN MATERIALS CO 0.4%
Value ($000) $1,127 Shares 5,579 Est. Cost $92.31 Unrealized +131.5%
WY WEYERHAEUSER CO 0.4%
Value ($000) $1,126 Shares 36,732 Est. Cost $19.62 Unrealized +56.1%
MMM 3M COMPANY 0.4%
Value ($000) $1,105 Shares 11,798 Est. Cost $93.10 Unrealized -14.6%
IBM IBM CORP 0.4%
Value ($000) $1,083 Shares 7,722 Est. Cost $90.07 Unrealized +46.3%
RF REGIONS FINANCIAL CORP 0.4%
Value ($000) $1,018 Shares 59,211 Est. Cost $7.18 Unrealized +136.1%
DOW DOW INC 0.4%
Value ($000) $1,010 Shares 19,591 Est. Cost $35.91 Unrealized +29.0%
IP INTERNATIONAL PAPER 0.4%
Value ($000) $1,009 Shares 28,458 Est. Cost $25.51 Unrealized +20.3%
CVS CVS 0.4%
Value ($000) $969 Shares 13,877 Est. Cost $69.17 Unrealized -6.7%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $933 Shares 16,907 Est. Cost $25.33 Unrealized +111.0%
PFE PFIZER INC 0.3%
Value ($000) $883 Shares 26,623 Est. Cost $23.49 Unrealized +30.2%
BRK/B BERKSHIRE HATHAWAY INC CL 0.3%
Value ($000) $853 Shares 2,436 Est. Cost $184.01 Unrealized +92.8%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $796 Shares 10,676 Est. Cost $26.86 Unrealized +11.2%
EPD ENTERPRISE PRODUCT PARTNERS LP 0.3%
Value ($000) $761 Shares 27,810 Est. Cost $25.45 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $714 Shares 20,096 Est. Cost $35.13 Unrealized -2.6%
OTIS OTIS WORLDWIDE CORPORATION 0.3%
Value ($000) $708 Shares 8,821 Est. Cost $54.88 Unrealized +49.7%
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $634 Shares 16,800 Est. Cost $34.41 Unrealized +16.7%
AMGN AMGEN INC 0.2%
Value ($000) $612 Shares 2,278 Est. Cost $210.32 Unrealized +10.2%
ETN EATON 0.2%
Value ($000) $601 Shares 2,816 Est. Cost $59.27 Unrealized +253.8%
CAT CATERPILLAR 0.2%
Value ($000) $576 Shares 2,109 Est. Cost $127.86 Unrealized +104.5%
SO SOUTHERN COMPANY 0.2%
Value ($000) $565 Shares 8,724 Est. Cost $33.59 Unrealized +89.9%
QCOM QUALCOMM INC 0.2%
Value ($000) $465 Shares 4,190 Est. Cost $124.70 Unrealized -11.7%
CAG CONAGRA BRANDS 0.1%
Value ($000) $390 Shares 14,225 Est. Cost $24.97 Unrealized +8.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $390 Shares 9,265 Est. Cost $31.97 Unrealized +13.9%
T ATT INC 0.1%
Value ($000) $359 Shares 23,923 Est. Cost $14.00 Unrealized -7.5%
TWIN CITIES FINANCIAL 0.1%
Value ($000) $340 Shares 4,048 Est. Cost $120.18 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $328 Shares 880 Est. Cost $322.30 Unrealized +14.5%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $288 Shares 2,220 Est. Cost $86.36 Unrealized +54.0%
XLK SELECT SECTOR SPDR 0.1%
Value ($000) $285 Shares 1,740 Est. Cost $127.42 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $267 Shares 2,098 Est. Cost $115.14 Unrealized +16.4%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $232 Shares 4,316 Est. Cost $41.47 Unrealized +21.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $217 Shares 825 Est. Cost $273.09 Unrealized -1.3%
MDLZ MONDELEZ 0.1%
Value ($000) $208 Shares 3,000 Est. Cost $61.12 Unrealized +10.0%
PVCT PROVECTUS 0.0%
Value ($000) $9 Shares 100,000 Est. Cost $0.47 Unrealized -78.0%