Greatmark Investment Partners as of Sept. 30, 2018
Portfolio Holdings for Greatmark Investment Partners
Greatmark Investment Partners holds 120 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 5.9 | $19M | 83k | 225.74 | |
AFLAC Incorporated (AFL) | 5.8 | $18M | 389k | 47.07 | |
Microsoft Corporation (MSFT) | 5.5 | $18M | 153k | 114.37 | |
Cisco Systems (CSCO) | 3.8 | $12M | 246k | 48.65 | |
Intel Corporation (INTC) | 3.8 | $12M | 252k | 47.29 | |
Kohl's Corporation (KSS) | 3.1 | $10M | 134k | 74.55 | |
Qualcomm (QCOM) | 3.1 | $9.8M | 136k | 72.03 | |
Johnson & Johnson (JNJ) | 3.1 | $9.7M | 70k | 138.18 | |
Home Depot (HD) | 2.9 | $9.2M | 45k | 207.15 | |
American Express Company (AXP) | 2.9 | $9.1M | 85k | 106.49 | |
Target Corporation (TGT) | 2.9 | $9.1M | 103k | 88.20 | |
Bank of America Corporation (BAC) | 2.4 | $7.7M | 261k | 29.46 | |
W.W. Grainger (GWW) | 2.3 | $7.4M | 21k | 357.43 | |
United Parcel Service (UPS) | 2.3 | $7.3M | 63k | 116.74 | |
Gilead Sciences (GILD) | 2.3 | $7.2M | 94k | 77.21 | |
Illinois Tool Works (ITW) | 2.0 | $6.5M | 46k | 141.13 | |
Coca-Cola Company (KO) | 2.0 | $6.2M | 135k | 46.19 | |
Express Scripts Holding | 1.9 | $6.2M | 65k | 95.02 | |
CVS Caremark Corporation (CVS) | 1.9 | $6.1M | 78k | 78.72 | |
Lowe's Companies (LOW) | 1.8 | $5.8M | 51k | 114.82 | |
Emerson Electric (EMR) | 1.8 | $5.7M | 74k | 76.58 | |
Teva Pharmaceutical Industries (TEVA) | 1.7 | $5.3M | 248k | 21.54 | |
Wells Fargo & Company (WFC) | 1.6 | $5.0M | 94k | 52.56 | |
Zebra Technologies (ZBRA) | 1.5 | $4.8M | 27k | 176.85 | |
Paypal Holdings (PYPL) | 1.5 | $4.7M | 53k | 87.84 | |
Exxon Mobil Corporation (XOM) | 1.4 | $4.4M | 52k | 85.02 | |
Anthem (ELV) | 1.4 | $4.4M | 16k | 274.06 | |
Calamos Convertible & Hi Income Fund (CHY) | 1.4 | $4.3M | 322k | 13.27 | |
Total System Services | 1.3 | $4.0M | 41k | 98.75 | |
Chevron Corporation (CVX) | 1.1 | $3.5M | 29k | 122.26 | |
Royal Dutch Shell | 1.0 | $3.2M | 46k | 68.14 | |
BP (BP) | 1.0 | $3.1M | 68k | 46.10 | |
Nuveen Quality Pref. Inc. Fund II | 1.0 | $3.1M | 348k | 8.80 | |
Abbvie (ABBV) | 1.0 | $3.0M | 32k | 94.58 | |
McDonald's Corporation (MCD) | 0.8 | $2.7M | 16k | 167.32 | |
Nuveen Ga Div Adv Mun Fd 2 | 0.8 | $2.7M | 241k | 11.03 | |
Ameriprise Financial (AMP) | 0.8 | $2.4M | 16k | 147.69 | |
ConocoPhillips (COP) | 0.7 | $2.3M | 30k | 77.41 | |
Alerian Mlp Etf | 0.6 | $1.9M | 176k | 10.68 | |
CenturyLink | 0.6 | $1.8M | 84k | 21.20 | |
Wal-Mart Stores (WMT) | 0.6 | $1.7M | 19k | 93.92 | |
Kraft Heinz (KHC) | 0.5 | $1.7M | 31k | 55.12 | |
Artisan Partners (APAM) | 0.5 | $1.6M | 51k | 32.40 | |
Southern Company (SO) | 0.5 | $1.6M | 36k | 43.61 | |
Western Union Company (WU) | 0.5 | $1.5M | 78k | 19.06 | |
General Mills (GIS) | 0.5 | $1.4M | 33k | 42.93 | |
Ensco Plc Shs Class A | 0.4 | $1.4M | 165k | 8.44 | |
Novartis (NVS) | 0.4 | $1.4M | 16k | 86.13 | |
Nuveen Pfd & Income 2022 Ter | 0.4 | $1.3M | 58k | 22.86 | |
Tapestry (TPR) | 0.4 | $1.3M | 26k | 50.29 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.4 | $1.3M | 11k | 114.89 | |
Helmerich & Payne (HP) | 0.4 | $1.2M | 18k | 68.76 | |
Biogen Idec (BIIB) | 0.4 | $1.2M | 3.5k | 353.41 | |
Pepsi (PEP) | 0.4 | $1.1M | 10k | 111.79 | |
Umpqua Holdings Corporation | 0.3 | $979k | 47k | 20.80 | |
Procter & Gamble Company (PG) | 0.3 | $946k | 11k | 83.23 | |
General Electric Company | 0.3 | $921k | 82k | 11.29 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $881k | 8.0k | 110.61 | |
Templeton Global Income Fund | 0.3 | $854k | 140k | 6.12 | |
AmerisourceBergen (COR) | 0.3 | $834k | 9.0k | 92.21 | |
Coherent | 0.3 | $823k | 4.8k | 172.10 | |
PPG Industries (PPG) | 0.2 | $786k | 7.2k | 109.17 | |
Cohen & Steers Ltd Dur Pfd I (LDP) | 0.2 | $778k | 33k | 23.81 | |
Synovus Finl (SNV) | 0.2 | $805k | 18k | 45.79 | |
Berkshire Hathaway (BRK.B) | 0.2 | $763k | 3.6k | 214.03 | |
Visa (V) | 0.2 | $768k | 5.1k | 150.03 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $749k | 4.8k | 156.01 | |
Walgreen Boots Alliance (WBA) | 0.2 | $731k | 10k | 72.94 | |
Darden Restaurants (DRI) | 0.2 | $694k | 6.2k | 111.22 | |
Amazon (AMZN) | 0.2 | $683k | 341.00 | 2002.93 | |
Marathon Petroleum Corp (MPC) | 0.2 | $688k | 8.6k | 79.95 | |
Pimco Total Return Etf totl (BOND) | 0.2 | $681k | 6.7k | 102.39 | |
Berkshire Hathaway (BRK.A) | 0.2 | $640k | 2.00 | 320000.00 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $634k | 6.0k | 105.58 | |
Doubleline Total Etf etf (TOTL) | 0.2 | $622k | 13k | 47.22 | |
At&t (T) | 0.2 | $524k | 16k | 33.55 | |
MasterCard Incorporated (MA) | 0.1 | $462k | 2.1k | 222.76 | |
Altria (MO) | 0.1 | $472k | 7.8k | 60.37 | |
Philip Morris International (PM) | 0.1 | $491k | 6.0k | 81.55 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $454k | 376.00 | 1207.45 | |
Alibaba Group Holding (BABA) | 0.1 | $398k | 2.4k | 164.94 | |
Abbott Laboratories (ABT) | 0.1 | $377k | 5.1k | 73.32 | |
Core Laboratories | 0.1 | $384k | 3.3k | 115.77 | |
Sherwin-Williams Company (SHW) | 0.1 | $373k | 820.00 | 454.88 | |
Fidelity ltd trm bd etf (FLTB) | 0.1 | $366k | 7.4k | 49.30 | |
Bausch Health Companies (BHC) | 0.1 | $377k | 15k | 25.69 | |
Charles Schwab Corporation (SCHW) | 0.1 | $344k | 7.0k | 49.14 | |
Costco Wholesale Corporation (COST) | 0.1 | $337k | 1.4k | 234.84 | |
Pfizer (PFE) | 0.1 | $354k | 8.0k | 44.04 | |
Colgate-Palmolive Company (CL) | 0.1 | $338k | 5.0k | 67.04 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $356k | 2.4k | 149.58 | |
Nuveen Int Dur Qual Mun Trm | 0.1 | $344k | 28k | 12.30 | |
Pimco Exch Traded Fund (LDUR) | 0.1 | $355k | 3.6k | 99.58 | |
AutoNation (AN) | 0.1 | $323k | 7.8k | 41.60 | |
Eli Lilly & Co. (LLY) | 0.1 | $312k | 2.9k | 107.33 | |
Nabors Industries | 0.1 | $319k | 52k | 6.16 | |
Paychex (PAYX) | 0.1 | $296k | 4.0k | 73.74 | |
Travelers Companies (TRV) | 0.1 | $297k | 2.3k | 129.58 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $299k | 3.8k | 78.27 | |
American Tower Reit (AMT) | 0.1 | $273k | 1.9k | 145.52 | |
Dowdupont | 0.1 | $280k | 4.4k | 64.32 | |
Walt Disney Company (DIS) | 0.1 | $252k | 2.2k | 116.88 | |
Transocean (RIG) | 0.1 | $246k | 18k | 13.97 | |
Amgen (AMGN) | 0.1 | $262k | 1.3k | 207.44 | |
Hennessy Advisors (HNNA) | 0.1 | $251k | 18k | 13.88 | |
Duke Energy (DUK) | 0.1 | $264k | 3.3k | 79.95 | |
Fidelity Bond Etf (FBND) | 0.1 | $264k | 5.4k | 48.66 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $232k | 2.0k | 113.61 | |
Newmont Mining Corporation (NEM) | 0.1 | $235k | 7.8k | 30.17 | |
International Business Machines (IBM) | 0.1 | $224k | 1.5k | 151.25 | |
Discovery Communications | 0.1 | $230k | 7.2k | 32.06 | |
Oracle Corporation (ORCL) | 0.1 | $234k | 4.5k | 51.54 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $232k | 3.0k | 77.98 | |
General Dynamics Corporation (GD) | 0.1 | $205k | 1.0k | 205.00 | |
Chesapeake Energy Corporation | 0.1 | $178k | 40k | 4.49 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $200k | 930.00 | 215.05 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $202k | 2.0k | 101.51 | |
CARBO Ceramics | 0.0 | $126k | 17k | 7.27 | |
MFS Intermediate Income Trust (MIN) | 0.0 | $106k | 28k | 3.75 | |
Voya Prime Rate Trust sh ben int | 0.0 | $104k | 21k | 4.96 |