Heritage Trust Co Diversified Active

Location: Oklahoma City, OK

CIK: 0001706028 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 15, 2019

Total Value: $433M (100.0% shares, 0.0% debt)

Holdings (176)

VEA VANGUARD 7.4%
Value $31.91M Shares 780,651 Est. Cost $39.49 Unrealized
MSFT MICROSOFT CORP 4.0%
Value $17.43M Shares 147,749 Est. Cost $76.11 Unrealized +34.4%
VWO VANGUARD 3.9%
Value $17.01M Shares 400,125 Est. Cost $40.10 Unrealized
AAPL APPLE INC 3.0%
Value $13.02M Shares 68,563 Est. Cost $33.15 Unrealized +22.0%
JNJ JOHNSON & JOHNSON 2.3%
Value $10.08M Shares 72,096 Est. Cost $102.58 Unrealized +7.6%
DHR DANAHER CORP 2.2%
Value $9.591M Shares 72,653 Est. Cost $87.60 Unrealized +13.5%
PAYC PAYCOM SOFTWARE INC 2.2%
Value $9.457M Shares 50,000 Est. Cost $50.84 Unrealized +213.2%
UNH UNITEDHEALTH GROUP INC 1.9%
Value $8.196M Shares 33,149 Est. Cost $219.51 Unrealized +3.7%
ABBV ABBVIE INC 1.7%
Value $7.474M Shares 92,741 Est. Cost $52.34 Unrealized +16.6%
INTC INTEL CORP 1.7%
Value $7.444M Shares 138,629 Est. Cost $42.29 Unrealized +3.6%
SCZ ISHARES 1.7%
Value $7.244M Shares 126,123 Est. Cost $54.30 Unrealized
HD HOME DEPOT INC 1.6%
Value $6.916M Shares 36,039 Est. Cost $136.35 Unrealized +13.5%
MCD MCDONALD'S CORP 1.6%
Value $6.887M Shares 36,265 Est. Cost $123.58 Unrealized +25.1%
CVX CHEVRON CORP 1.6%
Value $6.858M Shares 55,673 Est. Cost $83.82 Unrealized +4.3%
ITW ILLINOIS TOOL WORKS INC 1.6%
Value $6.776M Shares 47,210 Est. Cost $111.28 Unrealized +5.1%
TIP ISHARES 1.5%
Value $6.623M Shares 58,574 Est. Cost $114.65 Unrealized
GOOG ALPHABET INC 1.4%
Value $5.969M Shares 5,087 Est. Cost $40.77 Unrealized +36.6%
MO ALTRIA GROUP INC 1.3%
Value $5.756M Shares 100,220 Est. Cost $31.30 Unrealized -5.1%
HON HONEYWELL INTERNATIONAL INC 1.3%
Value $5.674M Shares 35,706 Est. Cost $110.04 Unrealized +10.1%
PFE PFIZER INC 1.3%
Value $5.536M Shares 130,351 Est. Cost $24.17 Unrealized +21.0%
AXP AMERICAN EXPRESS CO 1.3%
Value $5.516M Shares 50,470 Est. Cost $92.42 Unrealized +3.7%
DIS DISNEY WALT CO 1.2%
Value $5.386M Shares 48,506 Est. Cost $104.84 Unrealized +2.9%
ABT ABBOTT LABS 1.2%
Value $5.302M Shares 66,330 Est. Cost $65.99 Unrealized +0.2%
BRK/B BERKSHIRE HATHAWAY INC 1.2%
Value $5.203M Shares 25,897 Est. Cost $197.92 Unrealized +2.0%
ADP AUTOMATIC DATA PROCESSING INC 1.2%
Value $5.075M Shares 31,769 Est. Cost $125.43 Unrealized +0.0%
NEE NEXTERA ENERGY INC 1.2%
Value $4.988M Shares 25,803 Est. Cost $36.00 Unrealized +7.2%
USB US BANCORP 1.1%
Value $4.763M Shares 98,835 Est. Cost $37.63 Unrealized -0.1%
CSCO CISCO SYSTEMS INC 1.1%
Value $4.729M Shares 87,603 Est. Cost $37.88 Unrealized +4.3%
JPM JPMORGAN CHASE & CO 1.1%
Value $4.688M Shares 46,305 Est. Cost $72.87 Unrealized +17.1%
SBUX STARBUCKS CORP 1.1%
Value $4.571M Shares 61,489 Est. Cost $58.92 Unrealized +0.6%
XOM EXXON MOBIL CORP 1.0%
Value $4.132M Shares 51,133 Est. Cost $56.00 Unrealized -1.0%
IEMG ISHARES 1.0%
Value $4.129M Shares 79,853 Est. Cost $48.31 Unrealized
WMT WALMART INC 1.0%
Value $4.119M Shares 42,233 Est. Cost $22.82 Unrealized +28.1%
SPY SPDR S&P 500 (MKT) 0.9%
Value $3.973M Shares 14,066 Est. Cost $281.30 Unrealized
PSX PHILLIPS 66 0.9%
Value $3.939M Shares 41,392 Est. Cost $67.29 Unrealized +6.9%
GOOGL ALPHABET INC 0.9%
Value $3.923M Shares 3,333 Est. Cost $54.91 Unrealized +2.0%
QCOM QUALCOMM INC 0.9%
Value $3.914M Shares 68,631 Est. Cost $45.63 Unrealized +0.2%
KO COCA-COLA CO 0.9%
Value $3.822M Shares 81,568 Est. Cost $33.99 Unrealized +11.2%
TXN TEXAS INSTRUMENTS INC 0.9%
Value $3.815M Shares 35,961 Est. Cost $83.17 Unrealized +2.7%
VPU VANGUARD 0.9%
Value $3.788M Shares 29,223 Est. Cost $112.65 Unrealized
PG PROCTER & GAMBLE CO 0.9%
Value $3.707M Shares 35,626 Est. Cost $70.03 Unrealized +17.2%
VNQ VANGUARD 0.9%
Value $3.696M Shares 42,526 Est. Cost $82.59 Unrealized
LOW LOWES COS INC 0.8%
Value $3.528M Shares 32,231 Est. Cost $81.22 Unrealized +8.4%
V VISA INC 0.8%
Value $3.502M Shares 22,421 Est. Cost $124.92 Unrealized +10.0%
COP CONOCOPHILLIPS 0.7%
Value $3.203M Shares 47,994 Est. Cost $46.38 Unrealized +14.2%
VAW VANGUARD 0.7%
Value $3.186M Shares 25,890 Est. Cost $118.92 Unrealized
VNQI VANGUARD 0.7%
Value $3.131M Shares 52,557 Est. Cost $53.24 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.7%
Value $3.108M Shares 40,820 Est. Cost $56.92 Unrealized +20.4%
GPC GENUINE PARTS CO 0.7%
Value $3.106M Shares 27,727 Est. Cost $84.75 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.7%
Value $3.034M Shares 46,670 Est. Cost $50.66 Unrealized +0.4%
IEFA ISHARES 0.7%
Value $2.919M Shares 48,034 Est. Cost $58.93 Unrealized
GLW CORNING INC 0.6%
Value $2.779M Shares 83,944 Est. Cost $26.87 Unrealized +0.6%
ORCL ORACLE CORP 0.6%
Value $2.651M Shares 49,362 Est. Cost $45.30 Unrealized +1.7%
GM GENERAL MTRS CO 0.6%
Value $2.542M Shares 68,517 Est. Cost $30.95 Unrealized +12.6%
ACN ACCENTURE PLC A 0.6%
Value $2.451M Shares 13,925 Est. Cost $141.78 Unrealized +0.3%
MET METLIFE INC 0.6%
Value $2.444M Shares 57,406 Est. Cost $35.25 Unrealized -0.6%
AMT AMERICAN TOWER CORP 0.5%
Value $2.375M Shares 12,050 Est. Cost $141.20 Unrealized +3.4%
WFC WELLS FARGO CO 0.5%
Value $2.364M Shares 48,931 Est. Cost $44.32 Unrealized -8.0%
IVV ISHARES 0.5%
Value $2.317M Shares 8,143 Est. Cost $254.25 Unrealized
VOX VANGUARD 0.5%
Value $2.223M Shares 26,610 Est. Cost $94.86 Unrealized
BB&T CORP 0.5%
Value $1.982M Shares 42,599 Est. Cost $44.70 Unrealized
CAT CATERPILLAR INC 0.5%
Value $1.951M Shares 14,401 Est. Cost $78.94 Unrealized +45.2%
UPS UNITED PARCEL SERVICE 0.4%
Value $1.942M Shares 17,384 Est. Cost $78.81 Unrealized +2.7%
PEP PEPSICO INC 0.4%
Value $1.926M Shares 15,720 Est. Cost $81.92 Unrealized +12.9%
COF CAPITAL ONE FINANCIAL CORP 0.4%
Value $1.84M Shares 22,534 Est. Cost $75.24 Unrealized -4.0%
VIG VANGUARD 0.4%
Value $1.773M Shares 16,171 Est. Cost $103.12 Unrealized
EEM ISHARES 0.4%
Value $1.77M Shares 41,230 Est. Cost $40.44 Unrealized
META FACEBOOK INC CLASS A 0.4%
Value $1.769M Shares 10,611 Est. Cost $139.55 Unrealized +13.2%
MS MORGAN STANLEY 0.4%
Value $1.765M Shares 41,822 Est. Cost $34.01 Unrealized -0.0%
PB PROSPERITY BANCSHARES INC 0.4%
Value $1.753M Shares 25,382 Est. Cost $56.04 Unrealized +2.4%
ZBH ZIMMER BIOMET HLDGS INC 0.4%
Value $1.739M Shares 13,618 Est. Cost $105.56 Unrealized +1.8%
PRU PRUDENTIAL FINANCIAL INC 0.4%
Value $1.573M Shares 17,125 Est. Cost $69.41 Unrealized -5.6%
MRK MERCK & CO INC 0.4%
Value $1.528M Shares 18,376 Est. Cost $50.43 Unrealized +19.6%
OKE ONEOK INC 0.4%
Value $1.521M Shares 21,775 Est. Cost $39.50 Unrealized +5.4%
DUK DUKE ENERGY CORP 0.3%
Value $1.475M Shares 16,390 Est. Cost $66.66 Unrealized +0.4%
TPR TAPESTRY INC 0.3%
Value $1.425M Shares 43,876 Est. Cost $33.09 Unrealized -12.0%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.3%
Value $1.417M Shares 17,227 Est. Cost $61.83 Unrealized
CMCSA COMCAST CORP 0.3%
Value $1.359M Shares 33,985 Est. Cost $31.51 Unrealized +0.1%
MPC MARATHON PETE CORP 0.3%
Value $1.326M Shares 22,151 Est. Cost $50.35 Unrealized +0.2%
PNC PNC FINANCIAL SERVICES GROUP INC 0.3%
Value $1.318M Shares 10,745 Est. Cost $96.84 Unrealized -0.0%
MMM 3M CO 0.3%
Value $1.298M Shares 6,248 Est. Cost $123.77 Unrealized +5.9%
GVI ISHARES 0.3%
Value $1.227M Shares 11,131 Est. Cost $109.50 Unrealized
BA BOEING CO 0.3%
Value $1.226M Shares 3,214 Est. Cost $232.26 Unrealized +61.5%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value $1.205M Shares 4 Est. Cost $281974.00 Unrealized +7.4%
CVS CVS HEALTH CORP 0.3%
Value $1.196M Shares 22,182 Est. Cost $60.07 Unrealized -17.7%
DON WISDOMTREE 0.3%
Value $1.186M Shares 33,140 Est. Cost $34.91 Unrealized
PCAR PACCAR INC 0.3%
Value $1.174M Shares 17,233 Est. Cost $33.75 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.3%
Value $1.153M Shares 6,896 Est. Cost $121.41 Unrealized +13.7%
AFL AFLAC INC 0.3%
Value $1.126M Shares 22,522 Est. Cost $40.99 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.3%
Value $1.113M Shares 12,595 Est. Cost $65.36 Unrealized -14.2%
CB CHUBB LIMITED COM 0.3%
Value $1.106M Shares 7,897 Est. Cost $118.62 Unrealized -0.1%
CCL CARNIVAL CORP 0.2%
Value $1.066M Shares 21,016 Est. Cost $50.39 Unrealized +4.8%
LMT LOCKHEED MARTIN CORP 0.2%
Value $1.046M Shares 3,485 Est. Cost $243.53 Unrealized +0.0%
VTV VANGUARD 0.2%
Value $1.031M Shares 9,578 Est. Cost $106.44 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $1.019M Shares 5,304 Est. Cost $186.84 Unrealized -12.1%
VUG VANGUARD 0.2%
Value $989K Shares 6,321 Est. Cost $154.14 Unrealized
BAC BANK OF AMERICA CORPORATION 0.2%
Value $944K Shares 34,211 Est. Cost $22.28 Unrealized +7.3%
VBR VANGUARD 0.2%
Value $919K Shares 7,141 Est. Cost $129.19 Unrealized
MDLZ MONDELEZ INTL INC CLASS A 0.2%
Value $903K Shares 18,084 Est. Cost $38.68 Unrealized +0.2%
VLO VALERO ENERGY CORP 0.2%
Value $880K Shares 10,367 Est. Cost $48.35 Unrealized +29.0%
DOWDUPONT INC 0.2%
Value $869K Shares 16,300 Est. Cost $56.54 Unrealized
T AT&T INC 0.2%
Value $868K Shares 27,686 Est. Cost $14.92 Unrealized -5.1%
ES EVERSOURCE ENERGY 0.2%
Value $864K Shares 12,179 Est. Cost $53.98 Unrealized 0.0%
VOE VANGUARD 0.2%
Value $844K Shares 7,819 Est. Cost $108.07 Unrealized
DVN DEVON ENERGY CORP 0.2%
Value $826K Shares 26,162 Est. Cost $30.38 Unrealized -34.1%
BLACKROCK INC 0.2%
Value $809K Shares 1,892 Est. Cost $427.65 Unrealized
VO VANGUARD 0.2%
Value $804K Shares 4,999 Est. Cost $160.55 Unrealized
HEI/A HEICO CORP 0.2%
Value $799K Shares 9,510 Est. Cost $72.61 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.2%
Value $787K Shares 3,153 Est. Cost $212.58 Unrealized +0.1%
DRI DARDEN RESTAURANTS INC SR NT 0.2%
Value $743K Shares 6,115 Est. Cost $90.52 Unrealized +0.1%
PPG PPG INDUSTRIES INC 0.2%
Value $733K Shares 6,499 Est. Cost $88.02 Unrealized +6.7%
CBS CORP 0.2%
Value $722K Shares 15,188 Est. Cost $61.83 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value $712K Shares 10,394 Est. Cost $48.65 Unrealized +15.2%
FISV FISERV INC 0.2%
Value $706K Shares 8,000 Est. Cost $63.25 Unrealized +30.4%
AMGN AMGEN INC 0.2%
Value $669K Shares 3,521 Est. Cost $153.33 Unrealized +0.9%
EFA ISHARES 0.2%
Value $653K Shares 10,058 Est. Cost $63.06 Unrealized
CBSH COMMERCE BANCSHARES INC KANSAS 0.1%
Value $646K Shares 9,761 Est. Cost $41.87 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value $639K Shares 359 Est. Cost $54.15 Unrealized +53.7%
TOTAL SYSTEM SERVICES INC 0.1%
Value $638K Shares 6,710 Est. Cost $95.08 Unrealized
DAL DELTA AIR LINES INC 0.1%
Value $634K Shares 12,276 Est. Cost $44.76 Unrealized +4.5%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value $633K Shares 4,491 Est. Cost $114.39 Unrealized -17.3%
INGERSOLL RAND PLC 0.1%
Value $583K Shares 5,400 Est. Cost $106.93 Unrealized
VMI VALMONT INDUSTRIES INC 0.1%
Value $572K Shares 4,393 Est. Cost $137.11 Unrealized -5.9%
TROW T ROWE PRICE GROUP INC 0.1%
Value $568K Shares 5,671 Est. Cost $51.71 Unrealized +41.6%
CMI CUMMINS INC 0.1%
Value $547K Shares 3,465 Est. Cost $124.78 Unrealized +0.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value $540K Shares 2,886 Est. Cost $144.96 Unrealized +3.8%
BP BP PLC SPONSORED ADR 0.1%
Value $518K Shares 11,845 Est. Cost $42.79 Unrealized
FTV FORTIVE CORP COM 0.1%
Value $500K Shares 5,958 Est. Cost $34.58 Unrealized +36.9%
CELGENE CORP 0.1%
Value $499K Shares 5,291 Est. Cost $86.63 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value $491K Shares 1,140 Est. Cost $122.13 Unrealized +7.1%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $484K Shares 5,150 Est. Cost $79.33 Unrealized 0.0%
SPDR 0.1%
Value $483K Shares 13,420 Est. Cost $35.81 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $460K Shares 7,766 Est. Cost $37.30 Unrealized +4.4%
TGT TARGET CORP 0.1%
Value $453K Shares 5,643 Est. Cost $54.44 Unrealized +11.5%
SPGI S&P GLOBAL INC COM 0.1%
Value $421K Shares 2,000 Est. Cost $182.65 Unrealized 0.0%
DE DEERE & CO 0.1%
Value $416K Shares 2,600 Est. Cost $110.73 Unrealized +30.5%
AME AMETEK INC 0.1%
Value $413K Shares 4,980 Est. Cost $49.70 Unrealized +46.0%
EXC EXELON CORP 0.1%
Value $402K Shares 8,026 Est. Cost $26.69 Unrealized +0.2%
YUM YUM BRANDS INC 0.1%
Value $400K Shares 4,010 Est. Cost $62.54 Unrealized +33.4%
HSY HERSHEY CO 0.1%
Value $395K Shares 3,444 Est. Cost $92.45 Unrealized +0.4%
VIACOM INC 0.1%
Value $383K Shares 13,658 Est. Cost $46.64 Unrealized
CRM SALESFORCE.COM INC 0.1%
Value $383K Shares 2,420 Est. Cost $91.58 Unrealized +67.2%
STT STATE STREET CORP 0.1%
Value $368K Shares 5,590 Est. Cost $60.93 Unrealized -9.1%
OGE OGE ENERGY CORP 0.1%
Value $367K Shares 8,514 Est. Cost $36.65 Unrealized +13.0%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value $365K Shares 940 Est. Cost $24.19 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.1%
Value $349K Shares 2,702 Est. Cost $113.35 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value $342K Shares 1,413 Est. Cost $142.87 Unrealized +38.8%
KMB KIMBERLY-CLARK CORP 0.1%
Value $336K Shares 2,716 Est. Cost $91.88 Unrealized -0.6%
PTF INVESCO 0.1%
Value $330K Shares 4,862 Est. Cost $59.85 Unrealized
NTRS NORTHERN TRUST CORP 0.1%
Value $329K Shares 3,641 Est. Cost $67.88 Unrealized +7.5%
VB VANGUARD 0.1%
Value $312K Shares 2,041 Est. Cost $151.78 Unrealized
WMB WILLIAMS COS INC 0.1%
Value $308K Shares 10,715 Est. Cost $18.55 Unrealized -1.6%
ETN EATON CORP PLC 0.1%
Value $293K Shares 3,639 Est. Cost $64.61 Unrealized +2.9%
VCSH VANGUARD 0.1%
Value $278K Shares 3,480 Est. Cost $78.36 Unrealized
VT VANGUARD 0.1%
Value $269K Shares 3,684 Est. Cost $68.49 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value $269K Shares 4,260 Est. Cost $67.83 Unrealized
CI CIGNA CORP NEW 0.1%
Value $265K Shares 1,651 Est. Cost $177.27 Unrealized -5.8%
CSX CSX CORP 0.1%
Value $264K Shares 3,525 Est. Cost $14.84 Unrealized +42.2%
STORE CAP CORP COM 0.1%
Value $258K Shares 7,710 Est. Cost $33.46 Unrealized
WY WEYERHAEUSER CO 0.1%
Value $250K Shares 9,479 Est. Cost $23.39 Unrealized -17.5%
IDU ISHARES 0.1%
Value $247K Shares 1,679 Est. Cost $133.92 Unrealized
PAYX PAYCHEX INC 0.1%
Value $246K Shares 3,070 Est. Cost $60.45 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.1%
Value $244K Shares 3,081 Est. Cost $58.14 Unrealized +2.6%
SPG SIMON PROPERTY GROUP INC 0.1%
Value $244K Shares 1,340 Est. Cost $121.59 Unrealized 0.0%
FIRST TR MLP & ENERGY INCOME COM 0.1%
Value $239K Shares 15,100 Est. Cost $15.83 Unrealized
SPHD INVESCO 0.1%
Value $233K Shares 5,483 Est. Cost $41.35 Unrealized
LINDE 0.1%
Value $227K Shares 1,291 Est. Cost $172.47 Unrealized
VSS VANGUARD 0.1%
Value $219K Shares 2,100 Est. Cost $115.53 Unrealized
PEJ INVESCO 0.1%
Value $217K Shares 5,045 Est. Cost $46.58 Unrealized
LLY ELI LILLY & CO 0.0%
Value $212K Shares 1,631 Est. Cost $69.79 Unrealized +59.0%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value $212K Shares 7,306 Est. Cost $27.53 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value $208K Shares 2,486 Est. Cost $61.82 Unrealized +1.0%
SHY ISHARES 0.0%
Value $203K Shares 2,415 Est. Cost $84.39 Unrealized
GENERAL ELECTRIC CO 0.0%
Value $162K Shares 16,252 Est. Cost $18.41 Unrealized
AEGON NV 0.0%
Value $52,000 Shares 10,820 Est. Cost $4.81 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value $38,000 Shares 12,180 Est. Cost $3.12 Unrealized