Virtue Capital Management as of June 30, 2018
Portfolio Holdings for Virtue Capital Management
Virtue Capital Management holds 197 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 |
|---|---|---|---|---|---|
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 7.9 | $16M | 136k | 120.00 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 5.8 | $12M | 141k | 85.08 | |
| Rydex S&P Equal Weight ETF | 5.1 | $11M | 104k | 101.89 | |
| SPDR Barclays Capital High Yield B | 3.1 | $6.3M | 177k | 35.48 | |
| Pimco Etf Tr 0-5 high yield (HYS) | 2.1 | $4.2M | 43k | 99.52 | |
| iShares Lehman Aggregate Bond (AGG) | 2.0 | $4.1M | 39k | 106.31 | |
| Powershares Senior Loan Portfo mf | 1.1 | $2.4M | 103k | 22.90 | |
| Live Nation Entertainment (LYV) | 1.0 | $2.1M | 43k | 48.58 | |
| First Trust Financials AlphaDEX (FXO) | 1.0 | $2.1M | 66k | 31.33 | |
| First Trust Tech AlphaDEX Fnd (FXL) | 1.0 | $2.1M | 37k | 56.26 | |
| First Trust Cnsmer Disry Alpha Fnd (FXD) | 1.0 | $2.0M | 48k | 42.40 | |
| Micron Technology (MU) | 1.0 | $2.0M | 39k | 52.45 | |
| First Trust Energy AlphaDEX (FXN) | 0.9 | $1.9M | 115k | 16.92 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.9 | $1.9M | 36k | 53.02 | |
| Wells Fargo & Company (WFC) | 0.9 | $1.9M | 34k | 55.45 | |
| FMC Corporation (FMC) | 0.9 | $1.8M | 21k | 89.22 | |
| Zebra Technologies (ZBRA) | 0.9 | $1.8M | 13k | 143.23 | |
| Herbalife Ltd Com Stk (HLF) | 0.9 | $1.8M | 34k | 53.73 | |
| Servicenow (NOW) | 0.9 | $1.8M | 11k | 172.49 | |
| Sba Communications Corp (SBAC) | 0.9 | $1.8M | 11k | 165.11 | |
| Xpo Logistics Inc equity (XPO) | 0.9 | $1.8M | 18k | 100.19 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.9 | $1.8M | 11k | 169.98 | |
| KLA-Tencor Corporation (KLAC) | 0.9 | $1.8M | 17k | 102.52 | |
| Wynn Resorts (WYNN) | 0.8 | $1.7M | 10k | 167.37 | |
| Diamond Offshore Drilling | 0.8 | $1.7M | 82k | 20.86 | |
| Best Buy (BBY) | 0.8 | $1.7M | 23k | 74.59 | |
| CSX Corporation (CSX) | 0.8 | $1.7M | 26k | 63.79 | |
| Fortinet (FTNT) | 0.8 | $1.7M | 27k | 62.42 | |
| Hess (HES) | 0.8 | $1.6M | 25k | 66.88 | |
| Applied Materials (AMAT) | 0.8 | $1.6M | 36k | 46.19 | |
| Credit Acceptance (CACC) | 0.8 | $1.6M | 4.6k | 353.32 | |
| Arista Networks | 0.8 | $1.6M | 6.4k | 257.47 | |
| Pfizer (PFE) | 0.8 | $1.6M | 44k | 36.28 | |
| Marriott International (MAR) | 0.8 | $1.6M | 12k | 126.63 | |
| First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.8 | $1.6M | 20k | 77.07 | |
| Alnylam Pharmaceuticals (ALNY) | 0.7 | $1.5M | 15k | 98.51 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.5M | 18k | 82.72 | |
| iShares Dow Jones Select Dividend (DVY) | 0.7 | $1.5M | 15k | 97.77 | |
| Boeing Company (BA) | 0.7 | $1.5M | 4.3k | 335.57 | |
| Palo Alto Networks (PANW) | 0.7 | $1.5M | 7.1k | 205.44 | |
| Pbf Energy Inc cl a (PBF) | 0.7 | $1.5M | 35k | 41.92 | |
| SVB Financial (SIVBQ) | 0.7 | $1.4M | 5.0k | 288.76 | |
| Oshkosh Corporation (OSK) | 0.7 | $1.4M | 21k | 70.30 | |
| First Trust Materials AlphaDEX Fnd (FXZ) | 0.7 | $1.4M | 34k | 41.83 | |
| Verizon Communications (VZ) | 0.7 | $1.4M | 27k | 50.31 | |
| Artisan Partners (APAM) | 0.7 | $1.3M | 45k | 30.16 | |
| Spdr Short-term High Yield mf (SJNK) | 0.6 | $1.3M | 46k | 27.29 | |
| Coca-Cola Company (KO) | 0.6 | $1.2M | 28k | 43.87 | |
| At&t (T) | 0.6 | $1.2M | 38k | 32.10 | |
| Merck & Co (MRK) | 0.6 | $1.2M | 20k | 60.68 | |
| Procter & Gamble Company (PG) | 0.6 | $1.2M | 15k | 78.06 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.2M | 9.7k | 121.39 | |
| Philip Morris International (PM) | 0.6 | $1.2M | 14k | 80.75 | |
| Altria (MO) | 0.5 | $1.1M | 19k | 56.81 | |
| MasterCard Incorporated (MA) | 0.5 | $1.1M | 5.4k | 196.48 | |
| Gilead Sciences (GILD) | 0.5 | $1.1M | 15k | 70.84 | |
| Spdr S&p 500 Etf (SPY) | 0.5 | $999k | 3.7k | 271.39 | |
| General Mills (GIS) | 0.5 | $1.0M | 23k | 44.25 | |
| Ford Motor Company (F) | 0.5 | $1.0M | 92k | 11.07 | |
| Eaton (ETN) | 0.5 | $993k | 13k | 74.75 | |
| MetLife (MET) | 0.5 | $940k | 22k | 43.62 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $916k | 8.8k | 104.21 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $908k | 24k | 37.72 | |
| Tenet Healthcare Corporation (THC) | 0.4 | $890k | 27k | 33.57 | |
| Southern Company (SO) | 0.4 | $869k | 19k | 46.32 | |
| iShares S&P 500 Index (IVV) | 0.4 | $845k | 3.1k | 273.20 | |
| Qualcomm (QCOM) | 0.4 | $851k | 15k | 56.15 | |
| Industries N shs - a - (LYB) | 0.4 | $852k | 7.8k | 109.91 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.4 | $837k | 10k | 83.33 | |
| International Business Machines (IBM) | 0.4 | $824k | 5.9k | 139.73 | |
| Wal-Mart Stores (WMT) | 0.4 | $799k | 9.3k | 85.68 | |
| Amgen (AMGN) | 0.4 | $810k | 4.4k | 184.68 | |
| iShares Dow Jones US Technology (IYW) | 0.4 | $798k | 4.5k | 178.36 | |
| Home Depot (HD) | 0.4 | $791k | 4.1k | 195.02 | |
| Occidental Petroleum Corporation (OXY) | 0.4 | $788k | 9.4k | 83.67 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.4 | $789k | 14k | 54.72 | |
| Cisco Systems (CSCO) | 0.4 | $760k | 18k | 43.05 | |
| Macy's (M) | 0.4 | $752k | 20k | 37.44 | |
| PowerShares QQQ Trust, Series 1 | 0.4 | $751k | 4.4k | 171.70 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.4 | $763k | 6.8k | 112.89 | |
| Microsoft Corporation (MSFT) | 0.4 | $742k | 7.5k | 98.60 | |
| Emerson Electric (EMR) | 0.4 | $744k | 11k | 69.11 | |
| Invesco (IVZ) | 0.4 | $735k | 28k | 26.57 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $713k | 2.0k | 355.26 | |
| Eli Lilly & Co. (LLY) | 0.3 | $697k | 8.2k | 85.32 | |
| International Paper Company (IP) | 0.3 | $709k | 14k | 52.05 | |
| Health Care SPDR (XLV) | 0.3 | $689k | 8.3k | 83.51 | |
| U.S. Bancorp (USB) | 0.3 | $652k | 13k | 49.99 | |
| United Parcel Service (UPS) | 0.3 | $656k | 6.2k | 106.17 | |
| Invesco S&p 500 Buywrite Etf (PBP) | 0.3 | $650k | 30k | 21.63 | |
| Visa (V) | 0.3 | $630k | 4.8k | 132.38 | |
| Materials SPDR (XLB) | 0.3 | $632k | 11k | 58.09 | |
| SPDR Barclays Capital Intl Tresy Bd ETF (BWX) | 0.3 | $639k | 23k | 27.76 | |
| iShares Dow Jones US Energy Sector (IYE) | 0.3 | $634k | 15k | 41.94 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $636k | 563.00 | 1129.66 | |
| BB&T Corporation | 0.3 | $615k | 12k | 50.46 | |
| O'reilly Automotive (ORLY) | 0.3 | $623k | 2.3k | 273.37 | |
| Prologis (PLD) | 0.3 | $615k | 9.4k | 65.68 | |
| Financial Select Sector SPDR (XLF) | 0.3 | $607k | 23k | 26.59 | |
| iShares Dow Jones US Industrial (IYJ) | 0.3 | $588k | 4.1k | 143.80 | |
| Ameriprise Financial (AMP) | 0.3 | $566k | 4.0k | 139.96 | |
| General Electric Company | 0.3 | $578k | 43k | 13.60 | |
| Ventas (VTR) | 0.3 | $573k | 10k | 56.90 | |
| BlackRock | 0.3 | $565k | 1.1k | 498.68 | |
| PPL Corporation (PPL) | 0.3 | $551k | 19k | 28.55 | |
| SCANA Corporation | 0.3 | $560k | 15k | 38.49 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.3 | $563k | 12k | 46.00 | |
| Archer Daniels Midland Company (ADM) | 0.3 | $535k | 12k | 45.79 | |
| AES Corporation (AES) | 0.3 | $531k | 40k | 13.41 | |
| FirstEnergy (FE) | 0.3 | $545k | 15k | 35.89 | |
| CenturyLink | 0.3 | $539k | 29k | 18.66 | |
| Williams Companies (WMB) | 0.3 | $536k | 20k | 27.11 | |
| CF Industries Holdings (CF) | 0.3 | $540k | 12k | 44.44 | |
| Claymore Exchange Trd Fd Tr gug bul 2019 hy | 0.3 | $525k | 22k | 24.18 | |
| Guggenheim Bulletshares 2020 H mf | 0.3 | $525k | 22k | 24.25 | |
| Crown Castle Intl (CCI) | 0.3 | $536k | 5.0k | 107.78 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $515k | 2.8k | 186.80 | |
| Kohl's Corporation (KSS) | 0.2 | $505k | 6.9k | 72.91 | |
| Intel Corporation (INTC) | 0.2 | $508k | 10k | 49.68 | |
| Helmerich & Payne (HP) | 0.2 | $509k | 8.0k | 63.82 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $506k | 6.2k | 81.97 | |
| Seagate Technology Com Stk | 0.2 | $514k | 9.1k | 56.48 | |
| Oneok (OKE) | 0.2 | $513k | 7.4k | 69.80 | |
| L Brands | 0.2 | $524k | 14k | 36.90 | |
| Claymore Exchange Trd Fd Tr 2021 hg yld cb | 0.2 | $514k | 21k | 24.58 | |
| Nielsen Hldgs Plc Shs Eur | 0.2 | $523k | 17k | 30.96 | |
| People's United Financial | 0.2 | $491k | 27k | 18.07 | |
| Target Corporation (TGT) | 0.2 | $496k | 6.5k | 76.14 | |
| Lowe's Companies (LOW) | 0.2 | $502k | 5.3k | 95.56 | |
| Enbridge (ENB) | 0.2 | $485k | 14k | 35.72 | |
| Alerian Mlp Etf | 0.2 | $493k | 49k | 10.10 | |
| Hp (HPQ) | 0.2 | $500k | 22k | 22.67 | |
| Western Union Company (WU) | 0.2 | $466k | 23k | 20.32 | |
| Chevron Corporation (CVX) | 0.2 | $476k | 3.8k | 126.49 | |
| Cardinal Health (CAH) | 0.2 | $478k | 9.8k | 48.87 | |
| Nucor Corporation (NUE) | 0.2 | $478k | 7.6k | 62.55 | |
| AmerisourceBergen (COR) | 0.2 | $464k | 5.4k | 85.36 | |
| Prudential Financial (PRU) | 0.2 | $472k | 5.0k | 93.52 | |
| Magellan Midstream Partners | 0.2 | $477k | 6.9k | 69.12 | |
| Facebook Inc cl a (META) | 0.2 | $465k | 2.4k | 194.48 | |
| Abbvie (ABBV) | 0.2 | $466k | 5.0k | 92.57 | |
| Westrock (WRK) | 0.2 | $465k | 8.2k | 57.00 | |
| Booking Holdings (BKNG) | 0.2 | $482k | 238.00 | 2025.21 | |
| Realty Income (O) | 0.2 | $451k | 8.4k | 53.77 | |
| Market Vectors High Yield Muni. Ind | 0.2 | $454k | 14k | 31.46 | |
| Ishares Tr fltg rate nt (FLOT) | 0.2 | $459k | 9.0k | 50.97 | |
| Compass Minerals International (CMP) | 0.2 | $426k | 6.5k | 65.72 | |
| Principal Financial (PFG) | 0.2 | $424k | 8.0k | 52.99 | |
| Vanguard Total Bond Market ETF (BND) | 0.2 | $423k | 5.3k | 79.20 | |
| Medtronic (MDT) | 0.2 | $438k | 5.1k | 85.58 | |
| AFLAC Incorporated (AFL) | 0.2 | $413k | 9.6k | 43.00 | |
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $395k | 6.1k | 65.22 | |
| Air Products & Chemicals (APD) | 0.2 | $390k | 2.5k | 155.63 | |
| Spectra Energy Partners | 0.2 | $381k | 11k | 35.41 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $399k | 2.1k | 188.92 | |
| Duke Energy (DUK) | 0.2 | $401k | 5.1k | 79.06 | |
| American Electric Power Company (AEP) | 0.2 | $362k | 5.2k | 69.34 | |
| Delta Air Lines (DAL) | 0.2 | $374k | 7.6k | 49.50 | |
| Phillips 66 (PSX) | 0.2 | $368k | 3.3k | 112.37 | |
| Welltower Inc Com reit (WELL) | 0.2 | $363k | 5.8k | 62.71 | |
| Iqvia Holdings (IQV) | 0.2 | $377k | 3.8k | 99.76 | |
| Omni (OMC) | 0.2 | $341k | 4.5k | 76.37 | |
| PNC Financial Services (PNC) | 0.2 | $330k | 2.4k | 135.02 | |
| Bristol Myers Squibb (BMY) | 0.2 | $336k | 6.1k | 55.36 | |
| Thomson Reuters Corp | 0.2 | $325k | 8.1k | 40.28 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.2 | $327k | 3.1k | 106.69 | |
| Mondelez Int (MDLZ) | 0.2 | $339k | 8.3k | 40.95 | |
| Hanesbrands (HBI) | 0.1 | $309k | 14k | 21.99 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $315k | 1.1k | 295.77 | |
| Schlumberger (SLB) | 0.1 | $299k | 4.5k | 67.04 | |
| Liberty Property Trust | 0.1 | $314k | 7.1k | 44.39 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.1 | $291k | 4.9k | 59.83 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.1 | $291k | 5.9k | 49.67 | |
| Apple (AAPL) | 0.1 | $260k | 1.4k | 185.32 | |
| General Dynamics Corporation (GD) | 0.1 | $270k | 1.4k | 186.72 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $258k | 1.6k | 162.47 | |
| KAR Auction Services (KAR) | 0.1 | $265k | 4.8k | 54.85 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $261k | 234.00 | 1115.38 | |
| Comcast Corporation (CMCSA) | 0.1 | $250k | 7.6k | 32.87 | |
| AmeriGas Partners | 0.1 | $246k | 5.8k | 42.24 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $241k | 1.2k | 195.14 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $220k | 5.1k | 43.41 | |
| Cooper Companies | 0.1 | $219k | 932.00 | 234.98 | |
| UnitedHealth (UNH) | 0.1 | $220k | 895.00 | 245.81 | |
| American Express Company (AXP) | 0.1 | $214k | 2.2k | 97.94 | |
| United Technologies Corporation | 0.1 | $203k | 1.6k | 124.77 | |
| Oracle Corporation (ORCL) | 0.1 | $205k | 4.7k | 43.98 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.1 | $202k | 898.00 | 224.94 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $210k | 864.00 | 243.06 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $205k | 2.5k | 83.44 | |
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.1 | $208k | 16k | 13.30 | |
| Tortoise MLP Fund | 0.1 | $213k | 13k | 17.10 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $187k | 13k | 14.77 | |
| Liberty All-Star Equity Fund (USA) | 0.1 | $194k | 30k | 6.39 | |
| First Trust Enhanced Equity Income Fund (FFA) | 0.1 | $183k | 12k | 15.74 | |
| Advent Claymore Convertible Sec & Inc (AVK) | 0.1 | $171k | 11k | 15.29 | |
| Nuveen Quality Pref. Inc. Fund II | 0.1 | $106k | 12k | 8.81 |