Hayden Royal as of Dec. 31, 2018
Portfolio Holdings for Hayden Royal
Hayden Royal holds 198 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.6 | $9.0M | 57k | 157.74 | |
Microsoft Corporation (MSFT) | 4.0 | $7.9M | 78k | 101.56 | |
Berkshire Hathaway (BRK.B) | 3.7 | $7.3M | 36k | 204.16 | |
Johnson & Johnson (JNJ) | 3.5 | $6.8M | 53k | 129.02 | |
Amazon (AMZN) | 3.3 | $6.4M | 4.3k | 1501.88 | |
Visa (V) | 3.0 | $5.8M | 44k | 131.94 | |
UnitedHealth (UNH) | 2.9 | $5.6M | 22k | 249.07 | |
JPMorgan Chase & Co. (JPM) | 2.2 | $4.4M | 45k | 97.61 | |
Alphabet Inc Class C cs (GOOG) | 2.1 | $4.2M | 4.0k | 1035.68 | |
Cisco Systems (CSCO) | 2.0 | $3.9M | 90k | 43.32 | |
Home Depot (HD) | 1.9 | $3.8M | 22k | 171.81 | |
Boeing Company (BA) | 1.9 | $3.7M | 11k | 322.51 | |
Dowdupont | 1.9 | $3.7M | 69k | 53.48 | |
Lockheed Martin Corporation (LMT) | 1.8 | $3.4M | 13k | 261.81 | |
Stryker Corporation (SYK) | 1.7 | $3.3M | 21k | 156.70 | |
Raytheon Company | 1.4 | $2.7M | 18k | 153.35 | |
Alibaba Group Holding (BABA) | 1.3 | $2.5M | 18k | 137.07 | |
Eli Lilly & Co. (LLY) | 1.2 | $2.4M | 21k | 115.69 | |
Procter & Gamble Company (PG) | 1.2 | $2.4M | 26k | 91.91 | |
Spdr S&p 500 Etf (SPY) | 1.2 | $2.3M | 9.4k | 249.92 | |
Costco Wholesale Corporation (COST) | 1.1 | $2.3M | 11k | 203.68 | |
Southern Company (SO) | 1.1 | $2.2M | 50k | 43.92 | |
Chevron Corporation (CVX) | 1.1 | $2.1M | 20k | 108.78 | |
Wal-Mart Stores (WMT) | 1.1 | $2.1M | 23k | 93.16 | |
Verizon Communications (VZ) | 1.1 | $2.1M | 37k | 56.21 | |
U.S. Bancorp (USB) | 1.0 | $2.0M | 44k | 45.70 | |
Constellation Brands (STZ) | 1.0 | $2.0M | 12k | 160.83 | |
Facebook Inc cl a (META) | 1.0 | $1.9M | 15k | 131.08 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.9 | $1.8M | 11k | 154.29 | |
Vanguard S&p 500 Etf idx (VOO) | 0.9 | $1.7M | 7.6k | 229.85 | |
Exxon Mobil Corporation (XOM) | 0.8 | $1.7M | 24k | 68.19 | |
BlackRock (BLK) | 0.8 | $1.6M | 4.1k | 392.74 | |
At&t (T) | 0.8 | $1.6M | 56k | 28.54 | |
iShares Lehman Short Treasury Bond (SHV) | 0.8 | $1.6M | 14k | 110.27 | |
Caterpillar (CAT) | 0.8 | $1.5M | 12k | 127.09 | |
Philip Morris International (PM) | 0.8 | $1.5M | 22k | 66.74 | |
iShares S&P 1500 Index Fund (ITOT) | 0.7 | $1.4M | 25k | 56.77 | |
Pfizer (PFE) | 0.7 | $1.4M | 32k | 43.62 | |
Intel Corporation (INTC) | 0.7 | $1.3M | 28k | 46.92 | |
Merck & Co (MRK) | 0.7 | $1.3M | 17k | 76.41 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.7 | $1.3M | 15k | 83.64 | |
Skyworks Solutions (SWKS) | 0.6 | $1.2M | 18k | 67.00 | |
Dominion Resources (D) | 0.6 | $1.2M | 17k | 71.45 | |
Marriott International (MAR) | 0.6 | $1.1M | 11k | 108.52 | |
Pepsi (PEP) | 0.5 | $1.1M | 9.6k | 110.53 | |
Bank of America Corporation (BAC) | 0.5 | $1.0M | 41k | 24.65 | |
Coca-Cola Company (KO) | 0.5 | $964k | 20k | 47.33 | |
3M Company (MMM) | 0.5 | $941k | 4.9k | 190.52 | |
iShares Gold Trust | 0.5 | $938k | 76k | 12.29 | |
McDonald's Corporation (MCD) | 0.5 | $920k | 5.2k | 177.47 | |
Automatic Data Processing (ADP) | 0.5 | $925k | 7.1k | 131.13 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.5 | $924k | 7.6k | 121.45 | |
SPDR Gold Trust (GLD) | 0.5 | $876k | 7.2k | 121.26 | |
Altria (MO) | 0.4 | $853k | 17k | 49.41 | |
GlaxoSmithKline | 0.4 | $852k | 22k | 38.20 | |
Utilities SPDR (XLU) | 0.4 | $837k | 16k | 52.90 | |
United Parcel Service (UPS) | 0.4 | $796k | 8.2k | 97.55 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $809k | 2.7k | 302.54 | |
Medtronic (MDT) | 0.4 | $804k | 8.8k | 91.00 | |
Royal Dutch Shell | 0.4 | $754k | 13k | 58.28 | |
Vanguard High Dividend Yield ETF (VYM) | 0.4 | $738k | 9.5k | 78.02 | |
Ishares Inc core msci emkt (IEMG) | 0.4 | $730k | 16k | 47.18 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $698k | 668.00 | 1044.91 | |
Bausch Health Companies (BHC) | 0.4 | $714k | 39k | 18.50 | |
American Express Company (AXP) | 0.3 | $672k | 7.0k | 95.35 | |
Norfolk Southern (NSC) | 0.3 | $657k | 4.4k | 149.56 | |
ConocoPhillips (COP) | 0.3 | $674k | 11k | 62.37 | |
Exelon Corporation (EXC) | 0.3 | $666k | 15k | 45.08 | |
Lowe's Companies (LOW) | 0.3 | $674k | 7.3k | 92.32 | |
iShares S&P 500 Growth Index (IVW) | 0.3 | $637k | 4.2k | 150.63 | |
Abbott Laboratories (ABT) | 0.3 | $618k | 8.5k | 72.31 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.3 | $623k | 13k | 47.96 | |
Abbvie (ABBV) | 0.3 | $624k | 6.8k | 92.20 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.3 | $611k | 12k | 50.41 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.3 | $616k | 13k | 47.91 | |
Xcel Energy (XEL) | 0.3 | $584k | 12k | 49.25 | |
PNC Financial Services (PNC) | 0.3 | $576k | 4.9k | 116.93 | |
Travelers Companies (TRV) | 0.3 | $577k | 4.8k | 119.73 | |
iShares S&P 500 Value Index (IVE) | 0.3 | $561k | 5.5k | 101.23 | |
iShares S&P MidCap 400 Index (IJH) | 0.3 | $547k | 3.3k | 166.01 | |
Hldgs (UAL) | 0.3 | $539k | 6.4k | 83.73 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.3 | $539k | 9.8k | 55.04 | |
eBay (EBAY) | 0.3 | $524k | 19k | 28.05 | |
Molson Coors Brewing Company (TAP) | 0.3 | $514k | 9.2k | 56.17 | |
Nextera Energy (NEE) | 0.3 | $517k | 3.0k | 173.78 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $496k | 4.4k | 113.84 | |
PPG Industries (PPG) | 0.2 | $481k | 4.7k | 102.17 | |
Netflix (NFLX) | 0.2 | $486k | 1.8k | 267.62 | |
SPDR KBW Regional Banking (KRE) | 0.2 | $482k | 10k | 46.77 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $483k | 4.5k | 106.48 | |
Marathon Petroleum Corp (MPC) | 0.2 | $487k | 8.3k | 59.00 | |
Polaris Industries (PII) | 0.2 | $475k | 6.2k | 76.64 | |
United Rentals (URI) | 0.2 | $467k | 4.6k | 102.48 | |
Pimco CA Muni. Income Fund II (PCK) | 0.2 | $469k | 60k | 7.83 | |
Pimco Dynamic Credit Income other | 0.2 | $470k | 22k | 21.04 | |
iShares S&P 100 Index (OEF) | 0.2 | $450k | 4.0k | 111.44 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.2 | $450k | 8.6k | 52.54 | |
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.2 | $453k | 3.2k | 140.95 | |
Hartford Financial Services (HIG) | 0.2 | $438k | 9.9k | 44.47 | |
Waste Management (WM) | 0.2 | $425k | 4.8k | 89.08 | |
Baxter International (BAX) | 0.2 | $427k | 6.5k | 65.77 | |
AmerisourceBergen (COR) | 0.2 | $425k | 5.7k | 74.38 | |
Honeywell International (HON) | 0.2 | $426k | 3.2k | 132.22 | |
Illinois Tool Works (ITW) | 0.2 | $434k | 3.4k | 126.64 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.2 | $430k | 4.1k | 104.19 | |
Realty Income (O) | 0.2 | $406k | 6.4k | 63.07 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $406k | 2.9k | 138.05 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $421k | 3.2k | 131.97 | |
Eversource Energy (ES) | 0.2 | $408k | 6.3k | 65.05 | |
Microchip Technology (MCHP) | 0.2 | $382k | 5.3k | 71.98 | |
Amgen (AMGN) | 0.2 | $382k | 2.0k | 194.80 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $394k | 5.7k | 69.39 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $396k | 4.0k | 97.87 | |
First Trust Morningstar Divid Ledr (FDL) | 0.2 | $400k | 15k | 27.24 | |
Citigroup (C) | 0.2 | $393k | 7.5k | 52.09 | |
Kroger (KR) | 0.2 | $374k | 14k | 27.50 | |
Honda Motor (HMC) | 0.2 | $365k | 14k | 26.48 | |
Paypal Holdings (PYPL) | 0.2 | $369k | 4.4k | 84.07 | |
Union Pacific Corporation (UNP) | 0.2 | $354k | 2.6k | 138.39 | |
International Business Machines (IBM) | 0.2 | $360k | 3.2k | 113.67 | |
Qualcomm (QCOM) | 0.2 | $348k | 6.1k | 56.95 | |
EOG Resources (EOG) | 0.2 | $358k | 4.1k | 87.25 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $356k | 3.2k | 112.94 | |
iShares FTSE NAREIT Real Est 50 Ind (USRT) | 0.2 | $358k | 8.0k | 44.86 | |
Ishares Inc em mkt min vol (EEMV) | 0.2 | $361k | 6.5k | 55.84 | |
Kraneshares Tr csi chi internet (KWEB) | 0.2 | $361k | 9.6k | 37.49 | |
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) | 0.2 | $350k | 2.0k | 177.66 | |
BP (BP) | 0.2 | $331k | 8.7k | 37.96 | |
McKesson Corporation (MCK) | 0.2 | $331k | 3.0k | 110.41 | |
Schlumberger (SLB) | 0.2 | $324k | 9.0k | 36.11 | |
iShares S&P 500 Index (IVV) | 0.2 | $340k | 1.4k | 251.85 | |
Torchmark Corporation | 0.2 | $340k | 4.6k | 74.55 | |
Vanguard Growth ETF (VUG) | 0.2 | $339k | 2.5k | 134.26 | |
SPDR S&P Dividend (SDY) | 0.2 | $342k | 3.8k | 89.60 | |
WisdomTree DEFA (DWM) | 0.2 | $328k | 7.0k | 46.66 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $338k | 4.1k | 82.78 | |
National Grid (NGG) | 0.2 | $333k | 6.9k | 48.00 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $323k | 1.4k | 226.35 | |
Mohawk Industries (MHK) | 0.2 | $313k | 2.7k | 116.79 | |
Air Products & Chemicals (APD) | 0.2 | $310k | 1.9k | 160.04 | |
iShares Russell 2000 Index (IWM) | 0.2 | $307k | 2.3k | 133.77 | |
Vanguard REIT ETF (VNQ) | 0.2 | $307k | 4.1k | 74.57 | |
Comcast Corporation (CMCSA) | 0.1 | $301k | 8.8k | 34.03 | |
Walt Disney Company (DIS) | 0.1 | $284k | 2.6k | 109.82 | |
Franklin Resources (BEN) | 0.1 | $297k | 10k | 29.66 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $298k | 5.1k | 58.86 | |
Tesla Motors (TSLA) | 0.1 | $302k | 906.00 | 333.33 | |
Ishares Tr usa min vo (USMV) | 0.1 | $300k | 5.7k | 52.34 | |
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.1 | $289k | 5.8k | 49.91 | |
Ishares Tr core div grwth (DGRO) | 0.1 | $291k | 8.8k | 33.23 | |
BHP Billiton (BHP) | 0.1 | $272k | 5.6k | 48.30 | |
General Mills (GIS) | 0.1 | $249k | 6.4k | 38.98 | |
American Electric Power Company (AEP) | 0.1 | $249k | 3.3k | 74.62 | |
Gilead Sciences (GILD) | 0.1 | $248k | 4.0k | 62.59 | |
Clorox Company (CLX) | 0.1 | $247k | 1.6k | 154.09 | |
salesforce (CRM) | 0.1 | $249k | 1.8k | 137.04 | |
Rockwell Automation (ROK) | 0.1 | $254k | 1.7k | 150.38 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $258k | 1.3k | 191.39 | |
iShares Morningstar Mid Core Index (IMCB) | 0.1 | $259k | 1.6k | 161.47 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.1 | $248k | 8.5k | 29.09 | |
Kraft Heinz (KHC) | 0.1 | $264k | 6.1k | 43.08 | |
Broadcom (AVGO) | 0.1 | $257k | 1.0k | 254.71 | |
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) | 0.1 | $256k | 2.6k | 99.61 | |
Bristol Myers Squibb (BMY) | 0.1 | $228k | 4.4k | 52.08 | |
Wells Fargo & Company (WFC) | 0.1 | $230k | 5.0k | 46.00 | |
AFLAC Incorporated (AFL) | 0.1 | $241k | 5.3k | 45.64 | |
United Technologies Corporation | 0.1 | $243k | 2.3k | 106.35 | |
Vanguard Pacific ETF (VPL) | 0.1 | $226k | 3.7k | 60.65 | |
Duke Energy (DUK) | 0.1 | $238k | 2.8k | 86.23 | |
Alps Etf Trintl Sector Dividdogs Etf intl sec dv dog (IDOG) | 0.1 | $231k | 9.7k | 23.83 | |
Chubb (CB) | 0.1 | $235k | 1.8k | 129.05 | |
Cme (CME) | 0.1 | $209k | 1.1k | 187.78 | |
Colgate-Palmolive Company (CL) | 0.1 | $220k | 3.7k | 59.44 | |
Celgene Corporation | 0.1 | $207k | 3.2k | 64.17 | |
Rbc Cad (RY) | 0.1 | $219k | 3.2k | 68.46 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.1 | $208k | 1.3k | 160.99 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $211k | 1.5k | 138.18 | |
SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.1 | $222k | 4.1k | 54.04 | |
Pimco CA Municipal Income Fund (PCQ) | 0.1 | $222k | 14k | 16.18 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $207k | 16k | 12.77 | |
Sodastream International | 0.1 | $211k | 1.5k | 140.67 | |
Vodafone Group New Adr F (VOD) | 0.1 | $209k | 11k | 19.31 | |
FedEx Corporation (FDX) | 0.1 | $201k | 1.2k | 161.58 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $202k | 2.1k | 96.65 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $202k | 1.8k | 109.54 | |
Schwab International Equity ETF (SCHF) | 0.1 | $203k | 7.1k | 28.40 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.1 | $202k | 2.0k | 100.05 | |
General Electric Company | 0.1 | $167k | 22k | 7.55 | |
Owens & Minor (OMI) | 0.1 | $182k | 29k | 6.32 | |
Regions Financial Corporation (RF) | 0.1 | $149k | 11k | 13.39 | |
Ford Motor Company (F) | 0.1 | $157k | 21k | 7.66 | |
PIMCO Corporate Income Fund (PCN) | 0.1 | $155k | 10k | 14.88 | |
Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.1 | $150k | 12k | 12.35 | |
Blackrock Muniyield California Ins Fund | 0.1 | $151k | 12k | 12.64 | |
Diamond Offshore Drilling | 0.1 | $129k | 14k | 9.45 | |
Putnam Managed Municipal Income Trust (PMM) | 0.1 | $110k | 16k | 6.72 | |
First Trust New Opportunities | 0.1 | $127k | 17k | 7.51 | |
Sirius Xm Holdings (SIRI) | 0.1 | $104k | 18k | 5.71 |