Kays Financial Advisory Corp as of March 31, 2017
Portfolio Holdings for Kays Financial Advisory Corp
Kays Financial Advisory Corp holds 73 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 11.8 | $33M | 141k | 235.71 | |
| Pimco Total Return Etf totl (BOND) | 11.4 | $32M | 305k | 105.32 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 10.3 | $29M | 337k | 86.38 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 8.7 | $25M | 308k | 79.74 | |
| Schwab U S Broad Market ETF (SCHB) | 7.4 | $21M | 363k | 57.06 | |
| SPDR DJ Wilshire Mid Cap Growth (MDYG) | 4.9 | $14M | 99k | 139.11 | |
| Vanguard Growth ETF (VUG) | 4.4 | $13M | 103k | 121.65 | |
| Consumer Staples Select Sect. SPDR (XLP) | 4.4 | $12M | 226k | 54.58 | |
| Vanguard Mid-Cap Value ETF (VOE) | 4.2 | $12M | 115k | 101.92 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 2.4 | $6.8M | 46k | 148.46 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 1.7 | $4.7M | 27k | 173.95 | |
| Industrial SPDR (XLI) | 1.4 | $3.9M | 60k | 65.07 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.1 | $3.2M | 29k | 108.95 | |
| International Business Machines (IBM) | 1.1 | $2.9M | 17k | 174.14 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 1.1 | $3.0M | 56k | 52.54 | |
| Altria (MO) | 1.0 | $2.7M | 38k | 71.44 | |
| NVR (NVR) | 0.9 | $2.7M | 1.3k | 2106.55 | |
| Quest Diagnostics Incorporated (DGX) | 0.9 | $2.6M | 26k | 98.17 | |
| At&t (T) | 0.9 | $2.5M | 60k | 41.55 | |
| Torchmark Corporation | 0.9 | $2.5M | 32k | 77.03 | |
| AFLAC Incorporated (AFL) | 0.9 | $2.4M | 34k | 72.41 | |
| Cisco Systems (CSCO) | 0.8 | $2.3M | 69k | 33.80 | |
| Dr Pepper Snapple | 0.8 | $2.3M | 24k | 97.90 | |
| Intel Corporation (INTC) | 0.8 | $2.3M | 63k | 36.06 | |
| Verizon Communications (VZ) | 0.8 | $2.3M | 47k | 48.76 | |
| Union Pacific Corporation (UNP) | 0.8 | $2.2M | 21k | 105.92 | |
| Travelers Companies (TRV) | 0.8 | $2.2M | 18k | 120.55 | |
| Wal-Mart Stores (WMT) | 0.8 | $2.2M | 30k | 72.07 | |
| Lowe's Companies (LOW) | 0.8 | $2.1M | 26k | 82.22 | |
| AutoZone (AZO) | 0.8 | $2.1M | 2.9k | 722.89 | |
| Ca | 0.7 | $2.0M | 63k | 31.73 | |
| Target Corporation (TGT) | 0.6 | $1.6M | 29k | 55.17 | |
| Apple (AAPL) | 0.5 | $1.4M | 9.7k | 143.61 | |
| Gentex Corporation (GNTX) | 0.5 | $1.3M | 60k | 21.33 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $1.3M | 5.3k | 237.97 | |
| Everest Re Group (EG) | 0.4 | $1.2M | 5.1k | 233.78 | |
| Ingredion Incorporated (INGR) | 0.4 | $1.2M | 9.8k | 120.47 | |
| Raytheon Company | 0.4 | $1.1M | 7.4k | 152.45 | |
| Honeywell International (HON) | 0.4 | $1.1M | 9.1k | 124.84 | |
| Scripps Networks Interactive | 0.4 | $1.1M | 14k | 78.36 | |
| Deluxe Corporation (DLX) | 0.4 | $1.1M | 15k | 72.22 | |
| Bed Bath & Beyond | 0.4 | $1.0M | 27k | 39.49 | |
| Emerson Electric (EMR) | 0.4 | $1.1M | 18k | 59.89 | |
| Vanguard Value ETF (VTV) | 0.4 | $1.0M | 11k | 95.34 | |
| Cardinal Health (CAH) | 0.4 | $1.0M | 12k | 81.56 | |
| CVS Caremark Corporation (CVS) | 0.3 | $963k | 12k | 78.54 | |
| Home Depot (HD) | 0.3 | $914k | 6.2k | 146.85 | |
| General Electric Company | 0.3 | $830k | 28k | 29.82 | |
| Compass Minerals International (CMP) | 0.3 | $810k | 12k | 67.84 | |
| Southern Company (SO) | 0.3 | $820k | 17k | 49.81 | |
| SPDR S&P Dividend (SDY) | 0.3 | $792k | 9.0k | 88.16 | |
| Coca-Cola Company (KO) | 0.3 | $756k | 18k | 42.48 | |
| Acuity Brands (AYI) | 0.3 | $772k | 3.8k | 204.12 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $590k | 6.6k | 89.95 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $604k | 5.3k | 113.00 | |
| Johnson & Johnson (JNJ) | 0.2 | $443k | 3.6k | 124.54 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $439k | 1.6k | 267.52 | |
| Hormel Foods Corporation (HRL) | 0.2 | $456k | 13k | 34.66 | |
| Rbc Cad (RY) | 0.1 | $402k | 5.5k | 72.89 | |
| Starbucks Corporation (SBUX) | 0.1 | $352k | 6.0k | 58.36 | |
| Fidelity Comwlth Tr ndq cp idx trk (ONEQ) | 0.1 | $350k | 1.5k | 233.49 | |
| Bank of America Corporation (BAC) | 0.1 | $313k | 13k | 23.62 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $309k | 3.8k | 82.18 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $314k | 3.6k | 87.96 | |
| SPDR S&P International Dividend (DWX) | 0.1 | $299k | 7.8k | 38.10 | |
| Wells Fargo & Company (WFC) | 0.1 | $265k | 4.8k | 55.62 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $202k | 1.2k | 166.53 | |
| Reynolds American | 0.1 | $201k | 3.2k | 63.05 | |
| Pepsi (PEP) | 0.1 | $209k | 1.9k | 112.18 | |
| Philip Morris International (PM) | 0.1 | $204k | 1.8k | 113.33 | |
| Procter & Gamble Company (PG) | 0.1 | $210k | 2.3k | 89.63 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $204k | 460.00 | 443.75 | |
| Vanguard Health Care ETF (VHT) | 0.1 | $202k | 1.5k | 138.07 |