Kays Financial Advisory Corp as of Sept. 30, 2016
Portfolio Holdings for Kays Financial Advisory Corp
Kays Financial Advisory Corp holds 62 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pimco Total Return Etf totl (BOND) | 12.3 | $29M | 268k | 107.95 | |
| Spdr S&p 500 Etf (SPY) | 12.1 | $29M | 132k | 216.00 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 11.0 | $26M | 289k | 89.58 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 9.0 | $21M | 262k | 80.55 | |
| Schwab U S Broad Market ETF (SCHB) | 7.6 | $18M | 343k | 52.32 | |
| SPDR DJ Wilshire Mid Cap Growth (MDYG) | 5.0 | $12M | 92k | 127.55 | |
| Consumer Staples Select Sect. SPDR (XLP) | 4.7 | $11M | 208k | 53.21 | |
| Vanguard Mid-Cap Value ETF (VOE) | 4.1 | $9.6M | 103k | 93.57 | |
| Vanguard Growth ETF (VUG) | 4.0 | $9.5M | 84k | 112.29 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 2.8 | $6.5M | 49k | 132.99 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 1.9 | $4.4M | 27k | 162.83 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.4 | $3.4M | 30k | 112.74 | |
| Industrial SPDR (XLI) | 1.4 | $3.3M | 57k | 58.38 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 1.3 | $3.0M | 55k | 53.95 | |
| International Business Machines (IBM) | 0.9 | $2.1M | 13k | 158.85 | |
| Altria (MO) | 0.9 | $2.1M | 33k | 63.24 | |
| AFLAC Incorporated (AFL) | 0.8 | $1.9M | 26k | 71.86 | |
| Intel Corporation (INTC) | 0.8 | $1.9M | 50k | 37.75 | |
| Quest Diagnostics Incorporated (DGX) | 0.8 | $1.9M | 22k | 84.64 | |
| At&t (T) | 0.8 | $1.8M | 45k | 40.61 | |
| Cisco Systems (CSCO) | 0.8 | $1.8M | 57k | 31.72 | |
| Emerson Electric (EMR) | 0.8 | $1.8M | 32k | 54.51 | |
| Torchmark Corporation | 0.8 | $1.8M | 28k | 63.89 | |
| AutoZone (AZO) | 0.7 | $1.7M | 2.3k | 768.48 | |
| Union Pacific Corporation (UNP) | 0.7 | $1.7M | 17k | 97.50 | |
| Dr Pepper Snapple | 0.7 | $1.7M | 19k | 91.33 | |
| Travelers Companies (TRV) | 0.7 | $1.7M | 15k | 114.57 | |
| Target Corporation (TGT) | 0.7 | $1.7M | 24k | 68.68 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.6M | 23k | 72.13 | |
| NVR (NVR) | 0.7 | $1.7M | 1.0k | 1639.88 | |
| Ca | 0.7 | $1.6M | 48k | 33.08 | |
| Procter & Gamble Company (PG) | 0.6 | $1.5M | 17k | 89.77 | |
| Bed Bath & Beyond | 0.6 | $1.5M | 35k | 43.10 | |
| Vanguard Value ETF (VTV) | 0.5 | $1.3M | 15k | 86.98 | |
| Ingredion Incorporated (INGR) | 0.5 | $1.1M | 8.1k | 133.02 | |
| Acuity Brands (AYI) | 0.4 | $1000k | 3.8k | 264.69 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $930k | 4.3k | 213.84 | |
| Gentex Corporation (GNTX) | 0.4 | $901k | 51k | 17.55 | |
| Brinker International (EAT) | 0.4 | $852k | 17k | 50.45 | |
| Everest Re Group (EG) | 0.3 | $827k | 4.4k | 190.07 | |
| Dover Corporation (DOV) | 0.3 | $824k | 11k | 73.61 | |
| Cardinal Health (CAH) | 0.3 | $806k | 10k | 77.72 | |
| Rockwell Automation (ROK) | 0.3 | $789k | 6.4k | 122.38 | |
| Raytheon Company | 0.3 | $787k | 5.8k | 136.04 | |
| Scripps Networks Interactive | 0.3 | $782k | 12k | 63.46 | |
| CVS Caremark Corporation (CVS) | 0.3 | $764k | 8.6k | 89.02 | |
| Compass Minerals International (CMP) | 0.3 | $738k | 10k | 73.75 | |
| Dollar General (DG) | 0.3 | $677k | 9.7k | 69.96 | |
| General Electric Company | 0.3 | $665k | 23k | 29.61 | |
| Starbucks Corporation (SBUX) | 0.2 | $403k | 7.4k | 54.17 | |
| Rbc Cad (RY) | 0.1 | $342k | 5.5k | 62.01 | |
| SPDR S&P Dividend (SDY) | 0.1 | $297k | 3.5k | 84.33 | |
| Coca-Cola Company (KO) | 0.1 | $288k | 6.8k | 42.38 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $247k | 2.8k | 87.25 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $266k | 3.0k | 87.41 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $254k | 6.8k | 37.63 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $210k | 6.6k | 31.99 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $204k | 2.4k | 84.16 | |
| SPDR S&P International Dividend (DWX) | 0.1 | $218k | 5.9k | 36.87 | |
| Bank of America Corporation (BAC) | 0.1 | $185k | 12k | 15.67 | |
| Annaly Capital Management | 0.1 | $166k | 16k | 10.48 | |
| Calamos Conv. Opptys. & Income Fund (CHI) | 0.1 | $112k | 11k | 10.32 |