Kays Financial Advisory Corp as of March 31, 2018
Portfolio Holdings for Kays Financial Advisory Corp
Kays Financial Advisory Corp holds 73 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 9.6 | $42M | 160k | 263.15 | |
| Pimco Total Return Etf totl (BOND) | 8.4 | $37M | 354k | 104.23 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 7.1 | $31M | 399k | 78.43 | |
| Powershares S&p Intl Dev Low Volatil Etf etf (IDLV) | 6.2 | $27M | 820k | 33.15 | |
| Schwab U S Broad Market ETF (SCHB) | 5.6 | $25M | 386k | 63.79 | |
| Invesco S&p Smallcap Low Volatility Etf (XSLV) | 5.0 | $22M | 487k | 45.01 | |
| Invesco Exchange Traded Fd T dynmc lrg valu (PWV) | 4.5 | $20M | 546k | 36.50 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 4.3 | $19M | 399k | 46.97 | |
| SPDR DJ Wilshire Mid Cap Growth (MDYG) | 4.0 | $17M | 111k | 157.43 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 4.0 | $17M | 204k | 84.84 | |
| Spdr Ser Tr cmn (FLRN) | 3.7 | $16M | 522k | 30.73 | |
| Invesco Emerging Markets S etf (PCY) | 3.4 | $15M | 529k | 28.19 | |
| Vanguard Mid-Cap Value ETF (VOE) | 3.2 | $14M | 130k | 109.39 | |
| Vanguard Growth ETF (VUG) | 3.2 | $14M | 100k | 141.88 | |
| Consumer Staples Select Sect. SPDR (XLP) | 3.1 | $14M | 256k | 52.63 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 3.1 | $13M | 467k | 28.70 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 1.4 | $6.2M | 40k | 154.51 | |
| Industrial SPDR (XLI) | 1.2 | $5.2M | 70k | 74.28 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 1.1 | $4.8M | 23k | 209.44 | |
| Intel Corporation (INTC) | 0.8 | $3.5M | 67k | 52.09 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.8 | $3.4M | 67k | 51.60 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.8 | $3.3M | 31k | 108.94 | |
| Cisco Systems (CSCO) | 0.7 | $3.1M | 73k | 42.89 | |
| Union Pacific Corporation (UNP) | 0.7 | $3.0M | 22k | 134.44 | |
| AFLAC Incorporated (AFL) | 0.7 | $2.9M | 67k | 43.77 | |
| International Business Machines (IBM) | 0.7 | $2.9M | 19k | 153.44 | |
| Travelers Companies (TRV) | 0.6 | $2.7M | 20k | 138.86 | |
| NVR (NVR) | 0.6 | $2.7M | 962.00 | 2800.42 | |
| Quest Diagnostics Incorporated (DGX) | 0.6 | $2.7M | 27k | 100.31 | |
| Allstate Corporation (ALL) | 0.6 | $2.6M | 27k | 94.80 | |
| Lowe's Companies (LOW) | 0.6 | $2.5M | 29k | 87.76 | |
| Deluxe Corporation (DLX) | 0.6 | $2.5M | 34k | 74.01 | |
| Ca | 0.6 | $2.5M | 73k | 33.89 | |
| AutoZone (AZO) | 0.6 | $2.4M | 3.8k | 648.68 | |
| Altria (MO) | 0.6 | $2.4M | 39k | 62.33 | |
| At&t (T) | 0.5 | $2.2M | 61k | 35.66 | |
| Raytheon Company | 0.4 | $1.7M | 7.7k | 215.82 | |
| Bank of America Corporation (BAC) | 0.4 | $1.6M | 53k | 30.00 | |
| Torchmark Corporation | 0.4 | $1.6M | 19k | 84.18 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $1.5M | 7.4k | 199.48 | |
| Gentex Corporation (GNTX) | 0.3 | $1.5M | 65k | 23.02 | |
| Honeywell International (HON) | 0.3 | $1.5M | 10k | 144.49 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $1.4M | 1.4k | 1032.07 | |
| Everest Re Group (EG) | 0.3 | $1.4M | 5.5k | 256.77 | |
| Ingredion Incorporated (INGR) | 0.3 | $1.3M | 10k | 128.90 | |
| MasterCard Incorporated (MA) | 0.3 | $1.3M | 7.4k | 175.22 | |
| Emerson Electric (EMR) | 0.3 | $1.3M | 19k | 68.29 | |
| UnitedHealth (UNH) | 0.3 | $1.3M | 6.2k | 214.08 | |
| McKesson Corporation (MCK) | 0.3 | $1.2M | 8.8k | 140.88 | |
| Carlisle Companies (CSL) | 0.3 | $1.2M | 12k | 104.40 | |
| United Parcel Service (UPS) | 0.3 | $1.1M | 11k | 104.70 | |
| SPDR S&P Dividend (SDY) | 0.3 | $1.1M | 12k | 91.18 | |
| Omni (OMC) | 0.2 | $1.1M | 15k | 72.69 | |
| CVS Caremark Corporation (CVS) | 0.2 | $902k | 15k | 62.19 | |
| Invesco S&p 500 High Div, Low V equities (SPHD) | 0.2 | $909k | 23k | 39.45 | |
| Acuity Brands (AYI) | 0.1 | $534k | 3.8k | 139.06 | |
| Apple (AAPL) | 0.1 | $447k | 2.7k | 167.67 | |
| Qualcomm (QCOM) | 0.1 | $417k | 7.5k | 55.47 | |
| Rbc Cad (RY) | 0.1 | $426k | 5.5k | 77.24 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $453k | 14k | 33.00 | |
| Coca-Cola Company (KO) | 0.1 | $334k | 7.7k | 43.42 | |
| Home Depot (HD) | 0.1 | $327k | 1.8k | 178.10 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $287k | 3.4k | 85.52 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $296k | 3.9k | 75.53 | |
| Southern Company (SO) | 0.1 | $262k | 5.9k | 44.61 | |
| Jp Morgan Alerian Mlp Index | 0.1 | $260k | 11k | 23.97 | |
| SPDR S&P International Dividend (DWX) | 0.1 | $245k | 6.1k | 40.12 | |
| Pgx etf (PGX) | 0.1 | $272k | 19k | 14.59 | |
| Proshares Tr Ii ultra vix short | 0.1 | $278k | 15k | 18.53 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $222k | 3.0k | 74.77 | |
| Proshares Short Vix St Futur etf (SVXY) | 0.1 | $235k | 20k | 11.75 | |
| General Electric Company | 0.0 | $159k | 12k | 13.55 | |
| J.C. Penney Company | 0.0 | $30k | 10k | 3.00 |