Kays Financial Advisory Corp as of June 30, 2017
Portfolio Holdings for Kays Financial Advisory Corp
Kays Financial Advisory Corp holds 74 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 12.4 | $37M | 151k | 242.14 | |
| Pimco Total Return Etf totl (BOND) | 11.3 | $33M | 315k | 106.04 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 10.4 | $31M | 352k | 87.53 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 8.9 | $26M | 328k | 80.04 | |
| Schwab U S Broad Market ETF (SCHB) | 7.2 | $21M | 364k | 58.46 | |
| SPDR DJ Wilshire Mid Cap Growth (MDYG) | 5.0 | $15M | 103k | 143.15 | |
| Vanguard Growth ETF (VUG) | 4.5 | $13M | 104k | 127.04 | |
| Consumer Staples Select Sect. SPDR (XLP) | 4.3 | $13M | 234k | 54.94 | |
| Vanguard Mid-Cap Value ETF (VOE) | 4.1 | $12M | 119k | 102.88 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 2.2 | $6.6M | 45k | 148.56 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 1.6 | $4.8M | 26k | 182.87 | |
| Industrial SPDR (XLI) | 1.5 | $4.3M | 63k | 68.11 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.1 | $3.3M | 30k | 110.13 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 1.1 | $3.2M | 62k | 52.65 | |
| NVR (NVR) | 1.0 | $3.1M | 1.3k | 2410.42 | |
| Altria (MO) | 1.0 | $2.9M | 39k | 74.48 | |
| Quest Diagnostics Incorporated (DGX) | 1.0 | $2.9M | 26k | 111.15 | |
| International Business Machines (IBM) | 0.9 | $2.7M | 18k | 153.83 | |
| AFLAC Incorporated (AFL) | 0.9 | $2.7M | 35k | 77.66 | |
| Torchmark Corporation | 0.9 | $2.5M | 33k | 76.50 | |
| Travelers Companies (TRV) | 0.8 | $2.4M | 19k | 126.52 | |
| Union Pacific Corporation (UNP) | 0.8 | $2.4M | 22k | 108.93 | |
| Wal-Mart Stores (WMT) | 0.8 | $2.3M | 31k | 75.65 | |
| At&t (T) | 0.8 | $2.3M | 62k | 37.74 | |
| Cisco Systems (CSCO) | 0.8 | $2.3M | 73k | 31.30 | |
| Ca | 0.8 | $2.2M | 65k | 34.47 | |
| Dr Pepper Snapple | 0.8 | $2.2M | 24k | 91.10 | |
| Intel Corporation (INTC) | 0.7 | $2.2M | 65k | 33.74 | |
| Verizon Communications (VZ) | 0.7 | $2.2M | 49k | 44.67 | |
| Deluxe Corporation (DLX) | 0.7 | $2.2M | 32k | 69.22 | |
| Lowe's Companies (LOW) | 0.7 | $2.1M | 28k | 77.50 | |
| AutoZone (AZO) | 0.6 | $1.7M | 3.0k | 570.34 | |
| Apple (AAPL) | 0.5 | $1.4M | 9.9k | 144.07 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $1.4M | 5.4k | 256.72 | |
| Everest Re Group (EG) | 0.5 | $1.3M | 5.3k | 254.56 | |
| Raytheon Company | 0.4 | $1.2M | 7.7k | 161.54 | |
| Honeywell International (HON) | 0.4 | $1.2M | 9.3k | 133.28 | |
| Ingredion Incorporated (INGR) | 0.4 | $1.2M | 10k | 119.23 | |
| United Parcel Service (UPS) | 0.4 | $1.1M | 10k | 110.56 | |
| Gentex Corporation (GNTX) | 0.4 | $1.2M | 61k | 18.97 | |
| Emerson Electric (EMR) | 0.4 | $1.1M | 18k | 59.60 | |
| Omni (OMC) | 0.4 | $1.1M | 13k | 82.89 | |
| Home Depot (HD) | 0.4 | $1.1M | 7.0k | 153.31 | |
| UnitedHealth (UNH) | 0.4 | $1.1M | 5.7k | 185.35 | |
| Carlisle Companies (CSL) | 0.3 | $1.0M | 11k | 95.40 | |
| Scripps Networks Interactive | 0.3 | $1.0M | 15k | 68.31 | |
| Vanguard Value ETF (VTV) | 0.3 | $1.0M | 11k | 96.62 | |
| CVS Caremark Corporation (CVS) | 0.3 | $1.0M | 13k | 80.40 | |
| SPDR S&P Dividend (SDY) | 0.3 | $864k | 9.7k | 88.84 | |
| Coca-Cola Company (KO) | 0.3 | $839k | 19k | 44.89 | |
| Southern Company (SO) | 0.3 | $820k | 17k | 47.87 | |
| General Electric Company | 0.3 | $768k | 28k | 27.03 | |
| Acuity Brands (AYI) | 0.3 | $769k | 3.8k | 203.17 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $611k | 5.2k | 117.79 | |
| Johnson & Johnson (JNJ) | 0.2 | $503k | 3.8k | 132.37 | |
| Hormel Foods Corporation (HRL) | 0.1 | $449k | 13k | 34.13 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $426k | 1.5k | 277.71 | |
| Rbc Cad (RY) | 0.1 | $400k | 5.5k | 72.53 | |
| Bank of America Corporation (BAC) | 0.1 | $344k | 14k | 24.25 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $354k | 4.4k | 80.71 | |
| Time Warner | 0.1 | $308k | 3.1k | 100.26 | |
| Starbucks Corporation (SBUX) | 0.1 | $299k | 5.1k | 58.32 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $286k | 3.2k | 88.44 | |
| SPDR S&P International Dividend (DWX) | 0.1 | $302k | 7.7k | 39.10 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $265k | 1.6k | 169.22 | |
| Wells Fargo & Company (WFC) | 0.1 | $265k | 4.8k | 55.62 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $252k | 600.00 | 420.00 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $221k | 5.1k | 42.90 | |
| Reynolds American | 0.1 | $209k | 3.2k | 65.03 | |
| Pepsi (PEP) | 0.1 | $214k | 1.9k | 115.43 | |
| Philip Morris International (PM) | 0.1 | $212k | 1.8k | 117.45 | |
| Procter & Gamble Company (PG) | 0.1 | $217k | 2.5k | 87.36 | |
| iShares S&P 500 Index (IVV) | 0.1 | $203k | 837.00 | 242.53 | |
| Vanguard Health Care ETF (VHT) | 0.1 | $213k | 1.4k | 147.61 |