Kays Financial Advisory Corp as of June 30, 2018
Portfolio Holdings for Kays Financial Advisory Corp
Kays Financial Advisory Corp holds 75 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 9.9 | $45M | 167k | 271.28 | |
| Pimco Total Return Etf totl (BOND) | 8.4 | $38M | 371k | 103.05 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 7.2 | $33M | 420k | 78.10 | |
| Powershares S&p Intl Dev Low Volatil Etf etf (IDLV) | 5.9 | $27M | 837k | 32.22 | |
| Schwab U S Broad Market ETF (SCHB) | 5.7 | $26M | 391k | 65.99 | |
| Invesco S&p Smallcap Low Volatility Etf (XSLV) | 5.3 | $24M | 500k | 48.32 | |
| Invesco Exchange Traded Fd T dynmc lrg valu (PWV) | 4.4 | $20M | 558k | 35.66 | |
| SPDR DJ Wilshire Mid Cap Growth (MDYG) | 4.1 | $19M | 345k | 54.01 | |
| Spdr Ser Tr cmn (FLRN) | 3.8 | $17M | 566k | 30.75 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 3.7 | $17M | 203k | 83.52 | |
| Vanguard Growth ETF (VUG) | 3.4 | $15M | 102k | 149.81 | |
| Vanguard Mid-Cap Value ETF (VOE) | 3.3 | $15M | 138k | 110.46 | |
| Invesco Emerging Markets S etf (PCY) | 3.2 | $15M | 560k | 26.52 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 2.8 | $13M | 492k | 25.89 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 2.4 | $11M | 365k | 29.63 | |
| Technology SPDR (XLK) | 2.2 | $10M | 147k | 69.47 | |
| iShares S&P 500 Growth Index (IVW) | 2.2 | $9.9M | 61k | 162.61 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 1.4 | $6.3M | 39k | 162.03 | |
| Industrial SPDR (XLI) | 1.1 | $5.2M | 72k | 71.63 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 1.1 | $4.8M | 22k | 218.87 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.8 | $3.5M | 67k | 51.41 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.7 | $3.3M | 31k | 109.03 | |
| Cisco Systems (CSCO) | 0.7 | $3.2M | 74k | 43.03 | |
| Intel Corporation (INTC) | 0.7 | $3.2M | 64k | 49.71 | |
| Apple (AAPL) | 0.7 | $3.2M | 17k | 185.08 | |
| Dr Pepper Snapple | 0.7 | $3.2M | 26k | 122.01 | |
| Alphabet Inc Class C cs (GOOG) | 0.7 | $3.2M | 2.9k | 1115.79 | |
| Union Pacific Corporation (UNP) | 0.7 | $3.1M | 22k | 141.68 | |
| Quest Diagnostics Incorporated (DGX) | 0.7 | $3.0M | 28k | 109.93 | |
| NVR (NVR) | 0.7 | $3.0M | 995.00 | 2969.85 | |
| Lowe's Companies (LOW) | 0.6 | $2.9M | 31k | 95.56 | |
| Ca | 0.6 | $2.7M | 76k | 35.65 | |
| AutoZone (AZO) | 0.6 | $2.7M | 4.0k | 670.93 | |
| Allstate Corporation (ALL) | 0.6 | $2.6M | 28k | 91.27 | |
| Deluxe Corporation (DLX) | 0.5 | $2.4M | 36k | 66.21 | |
| At&t (T) | 0.4 | $1.9M | 60k | 32.10 | |
| Facebook Inc cl a (META) | 0.4 | $1.7M | 8.7k | 194.29 | |
| Bank of America Corporation (BAC) | 0.3 | $1.6M | 56k | 28.19 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $1.6M | 8.7k | 186.61 | |
| UnitedHealth (UNH) | 0.3 | $1.6M | 6.4k | 245.33 | |
| MasterCard Incorporated (MA) | 0.3 | $1.5M | 7.9k | 196.51 | |
| Torchmark Corporation | 0.3 | $1.6M | 19k | 81.39 | |
| Raytheon Company | 0.3 | $1.5M | 7.7k | 193.18 | |
| Honeywell International (HON) | 0.3 | $1.5M | 10k | 144.05 | |
| Gentex Corporation (GNTX) | 0.3 | $1.5M | 66k | 23.02 | |
| AFLAC Incorporated (AFL) | 0.3 | $1.5M | 34k | 43.03 | |
| Altria (MO) | 0.3 | $1.5M | 26k | 56.77 | |
| Emerson Electric (EMR) | 0.3 | $1.4M | 20k | 69.16 | |
| Antero Res (AR) | 0.3 | $1.4M | 64k | 21.35 | |
| Everest Re Group (EG) | 0.3 | $1.3M | 5.7k | 230.39 | |
| Carlisle Companies (CSL) | 0.3 | $1.3M | 12k | 108.32 | |
| Omni (OMC) | 0.3 | $1.3M | 17k | 76.27 | |
| Fortune Brands (FBIN) | 0.3 | $1.3M | 24k | 53.71 | |
| McKesson Corporation (MCK) | 0.3 | $1.2M | 9.3k | 133.35 | |
| SPDR S&P Dividend (SDY) | 0.3 | $1.2M | 13k | 92.66 | |
| Ingredion Incorporated (INGR) | 0.3 | $1.2M | 11k | 110.73 | |
| United Parcel Service (UPS) | 0.3 | $1.2M | 11k | 106.22 | |
| CVS Caremark Corporation (CVS) | 0.2 | $1.1M | 18k | 64.33 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.2 | $1.1M | 23k | 47.42 | |
| Invesco S&p 500 High Div, Low V equities (SPHD) | 0.2 | $917k | 22k | 41.05 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $500k | 16k | 32.07 | |
| Acuity Brands (AYI) | 0.1 | $445k | 3.8k | 115.76 | |
| International Business Machines (IBM) | 0.1 | $391k | 2.8k | 139.64 | |
| Qualcomm (QCOM) | 0.1 | $425k | 7.6k | 56.15 | |
| Rbc Cad (RY) | 0.1 | $415k | 5.5k | 75.25 | |
| Home Depot (HD) | 0.1 | $359k | 1.8k | 195.00 | |
| Pgx etf (PGX) | 0.1 | $331k | 23k | 14.54 | |
| Coca-Cola Company (KO) | 0.1 | $282k | 6.4k | 43.88 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $271k | 3.2k | 85.19 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $295k | 3.6k | 81.49 | |
| Jp Morgan Alerian Mlp Index | 0.1 | $278k | 10k | 26.62 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $284k | 4.5k | 63.32 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $237k | 2.9k | 82.58 | |
| SPDR S&P International Dividend (DWX) | 0.1 | $237k | 6.2k | 38.26 | |
| General Electric Company | 0.0 | $163k | 12k | 13.58 |