Exeter Financial, LLC Diversified Active

CIK: 0001752045 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Sep 24, 2018

Total Value ($000): $113,499 (100.0% shares, 0.0% debt)

Holdings (66)

FIRST TR ENHANCED EQTY INC F 4.4%
Value ($000) $4,991 Shares 317,102 Est. Cost $16.19 Unrealized
INTC INTEL CORP 4.3%
Value ($000) $4,864 Shares 97,848 Est. Cost $36.55 Unrealized +23.2%
MSFT MICROSOFT CORP 3.9%
Value ($000) $4,470 Shares 45,329 Est. Cost $75.26 Unrealized +19.3%
CAG CONAGRA BRANDS INC 3.3%
Value ($000) $3,792 Shares 106,130 Est. Cost $26.10 Unrealized +6.0%
MCD MCDONALDS CORP 2.9%
Value ($000) $3,346 Shares 21,353 Est. Cost $138.65 Unrealized -2.3%
EMR EMERSON ELEC CO 2.9%
Value ($000) $3,306 Shares 47,813 Est. Cost $53.28 Unrealized +10.1%
AFL AFLAC INC 2.9%
Value ($000) $3,291 Shares 76,495 Est. Cost $36.03 Unrealized +4.2%
CSCO CISCO SYS INC 2.8%
Value ($000) $3,154 Shares 73,306 Est. Cost $27.97 Unrealized +24.2%
CVX CHEVRON CORP NEW 2.7%
Value ($000) $3,091 Shares 24,450 Est. Cost $83.55 Unrealized +6.7%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $2,982 Shares 24,579 Est. Cost $110.98 Unrealized -9.3%
MMM 3M CO 2.6%
Value ($000) $2,924 Shares 14,864 Est. Cost $144.11 Unrealized -9.7%
VZ VERIZON COMMUNICATIONS INC 2.5%
Value ($000) $2,838 Shares 56,410 Est. Cost $32.10 Unrealized +0.4%
WMT WALMART INC 2.5%
Value ($000) $2,801 Shares 32,698 Est. Cost $26.86 Unrealized -6.0%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $2,731 Shares 33,009 Est. Cost $57.10 Unrealized -1.7%
TGT TARGET CORP 2.4%
Value ($000) $2,679 Shares 35,197 Est. Cost $49.42 Unrealized +20.7%
AAPL APPLE INC 2.2%
Value ($000) $2,550 Shares 13,774 Est. Cost $39.15 Unrealized +9.2%
PEP PEPSICO INC 2.2%
Value ($000) $2,546 Shares 23,387 Est. Cost $87.63 Unrealized -6.7%
TROW PRICE T ROWE GROUP INC 2.2%
Value ($000) $2,466 Shares 21,246 Est. Cost $71.75 Unrealized +20.6%
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $2,464 Shares 19,706 Est. Cost $127.57 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.9%
Value ($000) $2,116 Shares 15,145 Est. Cost $103.08 Unrealized -3.0%
ABBV ABBVIE INC 1.7%
Value ($000) $1,962 Shares 21,177 Est. Cost $66.94 Unrealized +5.3%
ORCL ORACLE CORP 1.7%
Value ($000) $1,961 Shares 44,499 Est. Cost $43.52 Unrealized -5.4%
USB US BANCORP DEL 1.7%
Value ($000) $1,909 Shares 38,159 Est. Cost $39.11 Unrealized -4.7%
RY ROYAL BK CDA MONTREAL QUE 1.6%
Value ($000) $1,803 Shares 23,950 Est. Cost $79.30 Unrealized -3.5%
LW LAMB WESTON HLDGS INC 1.5%
Value ($000) $1,756 Shares 25,634 Est. Cost $46.74 Unrealized +24.9%
ADP AUTOMATIC DATA PROCESSING IN 1.5%
Value ($000) $1,668 Shares 12,434 Est. Cost $96.57 Unrealized +11.6%
SYY SYSCO CORP 1.4%
Value ($000) $1,564 Shares 22,900 Est. Cost $45.91 Unrealized +13.8%
GIS GENERAL MLS INC 1.3%
Value ($000) $1,499 Shares 33,878 Est. Cost $40.43 Unrealized -17.3%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $1,464 Shares 4,954 Est. Cost $254.12 Unrealized +3.3%
BAC BANK AMER CORP 1.2%
Value ($000) $1,401 Shares 49,712 Est. Cost $22.78 Unrealized +9.1%
WM WASTE MGMT INC DEL 1.2%
Value ($000) $1,382 Shares 16,994 Est. Cost $70.79 Unrealized +2.7%
KO COCA COLA CO 1.2%
Value ($000) $1,370 Shares 31,235 Est. Cost $35.62 Unrealized -4.5%
GLAXOSMITHKLINE PLC 1.2%
Value ($000) $1,359 Shares 33,716 Est. Cost $36.50 Unrealized
PRAXAIR INC 1.2%
Value ($000) $1,327 Shares 8,389 Est. Cost $154.84 Unrealized
CLX CLOROX CO DEL 1.2%
Value ($000) $1,314 Shares 9,719 Est. Cost $107.02 Unrealized -7.6%
TRV TRAVELERS COMPANIES INC 1.1%
Value ($000) $1,298 Shares 10,610 Est. Cost $110.51 Unrealized +0.3%
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $1,284 Shares 6,889 Est. Cost $170.38 Unrealized +1.0%
T AT&T INC 1.1%
Value ($000) $1,271 Shares 39,597 Est. Cost $15.46 Unrealized -6.0%
APD AIR PRODS & CHEMS INC 1.1%
Value ($000) $1,216 Shares 7,806 Est. Cost $130.49 Unrealized +3.9%
APACHE CORP 1.1%
Value ($000) $1,208 Shares 25,850 Est. Cost $42.15 Unrealized
MO ALTRIA GROUP INC 1.0%
Value ($000) $1,159 Shares 20,414 Est. Cost $36.27 Unrealized -11.2%
PFE PFIZER INC 1.0%
Value ($000) $1,154 Shares 31,817 Est. Cost $23.82 Unrealized +2.0%
MDT MEDTRONIC PLC 1.0%
Value ($000) $1,098 Shares 12,824 Est. Cost $65.37 Unrealized +4.8%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $1,089 Shares 13,951 Est. Cost $71.29 Unrealized -13.3%
ADM ARCHER DANIELS MIDLAND CO 0.9%
Value ($000) $1,070 Shares 23,352 Est. Cost $32.83 Unrealized +9.2%
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $1,025 Shares 15,818 Est. Cost $59.99 Unrealized -9.0%
ITW ILLINOIS TOOL WKS INC 0.9%
Value ($000) $991 Shares 7,151 Est. Cost $130.29 Unrealized -5.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.8%
Value ($000) $959 Shares 9,521 Est. Cost $111.27 Unrealized
AMGN AMGEN INC 0.8%
Value ($000) $947 Shares 5,129 Est. Cost $138.21 Unrealized +1.5%
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $919 Shares 13,711 Est. Cost $52.84 Unrealized +4.2%
KMB KIMBERLY CLARK CORP 0.8%
Value ($000) $897 Shares 8,514 Est. Cost $86.58 Unrealized -8.3%
PAYX PAYCHEX INC 0.7%
Value ($000) $839 Shares 12,277 Est. Cost $51.62 Unrealized -0.2%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $837 Shares 7,883 Est. Cost $86.27 Unrealized -2.9%
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $836 Shares 3,490 Est. Cost $185.81 Unrealized +6.8%
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $824 Shares 10,210 Est. Cost $69.32 Unrealized -18.4%
VOD VODAFONE GROUP PLC NEW 0.7%
Value ($000) $787 Shares 32,372 Est. Cost $31.51 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $780 Shares 459 Est. Cost $55.02 Unrealized +44.3%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $601 Shares 10,843 Est. Cost $45.09 Unrealized -3.9%
CAH CARDINAL HEALTH INC 0.5%
Value ($000) $566 Shares 11,595 Est. Cost $53.51 Unrealized -15.7%
COP CONOCOPHILLIPS 0.4%
Value ($000) $503 Shares 7,219 Est. Cost $39.65 Unrealized +30.6%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $483 Shares 3,637 Est. Cost $130.86 Unrealized -11.4%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $394 Shares 3,318 Est. Cost $123.57 Unrealized
TPR TAPESTRY INC 0.3%
Value ($000) $366 Shares 7,825 Est. Cost $32.95 Unrealized +18.4%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $343 Shares 1,265 Est. Cost $266.64 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $332 Shares 2,303 Est. Cost $115.78 Unrealized -1.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $282 Shares 1 Est. Cost $284799.47 Unrealized +2.9%