Exeter Financial, LLC Diversified Active

CIK: 0001752045 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 9, 2019

Total Value ($000): $115,541 (100.0% shares, 0.0% debt)

Holdings (68)

INTC INTEL CORP 4.5%
Value ($000) $5,205 Shares 96,934 Est. Cost $36.55 Unrealized +19.9%
MSFT MICROSOFT 4.1%
Value ($000) $4,695 Shares 39,805 Est. Cost $75.26 Unrealized +35.9%
MCD MCDONALDS CORP 3.5%
Value ($000) $4,029 Shares 21,216 Est. Cost $138.65 Unrealized +11.5%
AAPL APPLE INC 3.5%
Value ($000) $4,015 Shares 21,136 Est. Cost $40.98 Unrealized -1.3%
CSCO CISCO SYS INC 3.4%
Value ($000) $3,948 Shares 73,131 Est. Cost $27.97 Unrealized +41.3%
AFL AFLAC INC 3.2%
Value ($000) $3,706 Shares 74,119 Est. Cost $36.03 Unrealized +13.8%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $3,470 Shares 24,824 Est. Cost $111.03 Unrealized -0.6%
EMR EMERSON ELEC CO 2.9%
Value ($000) $3,308 Shares 48,316 Est. Cost $53.28 Unrealized +5.2%
VZ VERIZON COMMUNICATIONS 2.8%
Value ($000) $3,195 Shares 54,037 Est. Cost $32.10 Unrealized +21.4%
WMT WALMART INC 2.8%
Value ($000) $3,180 Shares 32,603 Est. Cost $26.86 Unrealized +8.9%
MMM 3M CO 2.8%
Value ($000) $3,178 Shares 15,296 Est. Cost $143.69 Unrealized -8.8%
CVX CHEVRON CORP NEW 2.7%
Value ($000) $3,100 Shares 25,166 Est. Cost $83.62 Unrealized +4.6%
CAG CONAGRA BRANDS INC 2.6%
Value ($000) $2,949 Shares 106,306 Est. Cost $26.10 Unrealized -33.4%
TGT TARGET CORP 2.5%
Value ($000) $2,834 Shares 35,316 Est. Cost $49.63 Unrealized +22.3%
PEP PEPSICO INC 2.4%
Value ($000) $2,829 Shares 23,083 Est. Cost $87.66 Unrealized +5.5%
XOM EXXON MOBIL CORP 2.3%
Value ($000) $2,683 Shares 33,200 Est. Cost $57.08 Unrealized -2.9%
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $2,525 Shares 19,591 Est. Cost $127.57 Unrealized
ORCL ORACLE CORPORATION 2.0%
Value ($000) $2,301 Shares 42,849 Est. Cost $43.52 Unrealized +5.9%
TROW T ROWE PRICE GROUP INC 1.8%
Value ($000) $2,107 Shares 21,049 Est. Cost $71.75 Unrealized +2.0%
ADP AUTOMATIC DATA PROCESSING INC 1.8%
Value ($000) $2,031 Shares 12,717 Est. Cost $96.98 Unrealized +29.4%
GIS GENERAL MLS INC 1.7%
Value ($000) $1,947 Shares 37,620 Est. Cost $39.80 Unrealized -10.1%
USB US BANCORP DEL 1.7%
Value ($000) $1,916 Shares 39,759 Est. Cost $39.07 Unrealized -3.7%
UPS UNITED PARCEL SERVICE INC 1.6%
Value ($000) $1,848 Shares 16,536 Est. Cost $84.11 Unrealized -3.7%
RY ROYAL BANK OF CANADA 1.6%
Value ($000) $1,836 Shares 24,300 Est. Cost $79.21 Unrealized -4.5%
LW LAMB WESTON HLDGS INC 1.6%
Value ($000) $1,805 Shares 24,084 Est. Cost $46.74 Unrealized +36.3%
WM WASTE MANAGEMENT INC 1.5%
Value ($000) $1,729 Shares 16,642 Est. Cost $70.93 Unrealized +22.7%
ABBV ABBVIE INC 1.5%
Value ($000) $1,678 Shares 20,822 Est. Cost $66.94 Unrealized -8.9%
IBM INTL BUSINESS MACHINES 1.3%
Value ($000) $1,550 Shares 10,984 Est. Cost $103.06 Unrealized -8.2%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $1,546 Shares 8,094 Est. Cost $130.65 Unrealized +11.5%
CLX CLOROX CO DEL 1.3%
Value ($000) $1,540 Shares 9,596 Est. Cost $107.02 Unrealized +18.6%
KO COCA COLA CO 1.3%
Value ($000) $1,500 Shares 32,008 Est. Cost $35.63 Unrealized +6.0%
BAC BANK AMER CORP 1.3%
Value ($000) $1,492 Shares 54,083 Est. Cost $22.94 Unrealized +4.1%
TRV TRAVELERS COMPANIES INC 1.3%
Value ($000) $1,489 Shares 10,854 Est. Cost $110.49 Unrealized -0.2%
SYY SYSCO CORP 1.3%
Value ($000) $1,467 Shares 21,973 Est. Cost $45.91 Unrealized +17.9%
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $1,444 Shares 4,809 Est. Cost $254.12 Unrealized -4.1%
PFE PFIZER INC 1.2%
Value ($000) $1,396 Shares 32,871 Est. Cost $23.91 Unrealized +22.3%
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $1,393 Shares 13,390 Est. Cost $71.29 Unrealized +15.1%
GLAXOSMITHKLINE PLC 1.2%
Value ($000) $1,359 Shares 32,523 Est. Cost $36.50 Unrealized
APACHE CORP 1.1%
Value ($000) $1,225 Shares 35,355 Est. Cost $38.76 Unrealized
LINDE PLC 1.0%
Value ($000) $1,211 Shares 6,883 Est. Cost $175.94 Unrealized
T AT&T INC 1.0%
Value ($000) $1,186 Shares 37,829 Est. Cost $15.46 Unrealized -8.4%
MDT MEDTRONIC PLC SHS 1.0%
Value ($000) $1,166 Shares 12,797 Est. Cost $65.37 Unrealized +13.7%
ITW ILLINOIS TOOL WKS INC 0.9%
Value ($000) $1,057 Shares 7,363 Est. Cost $129.92 Unrealized -9.9%
PAYX PAYCHEX INC 0.9%
Value ($000) $1,027 Shares 12,805 Est. Cost $51.91 Unrealized +16.4%
KMB KIMBERLY CLARK CORP 0.9%
Value ($000) $1,004 Shares 8,102 Est. Cost $86.58 Unrealized +5.5%
SBUX STARBUCKS CORP 0.9%
Value ($000) $994 Shares 13,374 Est. Cost $53.72 Unrealized +10.3%
ADM ARCHER DANIELS MIDLAND CO 0.9%
Value ($000) $989 Shares 22,938 Est. Cost $33.75 Unrealized +3.4%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $937 Shares 5,535 Est. Cost $170.27 Unrealized -15.6%
AMGN AMGEN INC 0.8%
Value ($000) $929 Shares 4,889 Est. Cost $138.21 Unrealized +11.9%
SJM SMUCKER J M CO 0.8%
Value ($000) $891 Shares 7,652 Est. Cost $82.90 Unrealized +0.9%
CL COLGATE PALMOLIVE CO 0.8%
Value ($000) $877 Shares 12,792 Est. Cost $59.99 Unrealized -8.3%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $872 Shares 3,490 Est. Cost $185.81 Unrealized +14.5%
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $808 Shares 9,141 Est. Cost $69.32 Unrealized -19.1%
CAH CARDINAL HEALTH INC 0.6%
Value ($000) $704 Shares 14,620 Est. Cost $51.01 Unrealized -19.5%
MO ALTRIA GROUP INC 0.6%
Value ($000) $672 Shares 11,706 Est. Cost $36.27 Unrealized -18.1%
AMZN AMAZON.COM INC 0.5%
Value ($000) $584 Shares 328 Est. Cost $62.00 Unrealized +34.2%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $548 Shares 11,341 Est. Cost $45.26 Unrealized -9.9%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $492 Shares 3,613 Est. Cost $129.86 Unrealized -17.9%
COP CONOCOPHILLIPS 0.4%
Value ($000) $473 Shares 7,094 Est. Cost $39.65 Unrealized +33.6%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $389 Shares 3,191 Est. Cost $123.57 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $379 Shares 8,700 Est. Cost $52.80 Unrealized -32.3%
HON HONEYWELL INTL INC 0.3%
Value ($000) $361 Shares 2,273 Est. Cost $115.89 Unrealized +4.5%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $350 Shares 1,240 Est. Cost $266.64 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $301 Shares 1 Est. Cost $284799.47 Unrealized +6.3%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $248 Shares 5,193 Est. Cost $38.30 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $222 Shares 1,146 Est. Cost $38.59 Unrealized 0.0%
TPR COACH INC 0.2%
Value ($000) $211 Shares 6,500 Est. Cost $32.95 Unrealized -11.7%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $211 Shares 873 Est. Cost $198.35 Unrealized 0.0%