| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXXON MOBIL CORP | 84,238 | 7,896,000 | 7.17% | ||
| 2 | SPDR S&P 500 ETF TR | 28,100 | 5,886,000 | 5.35% | ||
| 3 | JOHNSON & JOHNSON | 48,225 | 5,849,000 | 5.31% | ||
| 4 | GENERAL ELECTRIC CO | 141,825 | 4,465,000 | 4.06% | ||
| 5 | COCA COLA CO | 74,616 | 3,382,000 | 3.07% | ||
| 6 | PFIZER INC | 70,641 | 2,487,000 | 2.26% | ||
| 7 | CHEVRON CORP NEW | 23,395 | 2,453,000 | 2.23% | ||
| 8 | PHILIP MORRIS INTL INC | 22,000 | 2,238,000 | 2.03% | ||
| 9 | VERIZON COMMUNICATIONS INC | 38,849 | 2,170,000 | 1.97% | ||
| 10 | ISHARES TR | 36,314 | 2,027,000 | 1.84% | ||
| 11 | CIGNA CORPORATION | 15,538 | 1,989,000 | 1.81% | ||
| 12 | ISHARES TR | 17,499 | 1,971,000 | 1.79% | ||
| 13 | APPLE INC | 20,350 | 1,945,000 | 1.77% | ||
| 14 | AT&T INC | 41,560 | 1,796,000 | 1.63% | ||
| 15 | INTERNATIONAL BUSINESS MACHS | 11,737 | 1,782,000 | 1.62% | ||
| 16 | MICROSOFT CORP | 33,404 | 1,709,000 | 1.55% | ||
| 17 | PEPSICO INC | 15,327 | 1,624,000 | 1.48% | ||
| 18 | ALTRIA GROUP INC | 23,169 | 1,598,000 | 1.45% | ||
| 19 | WAL-MART STORES INC | 21,128 | 1,542,000 | 1.40% | ||
| 20 | DU PONT E I DE NEMOURS & CO | 22,388 | 1,451,000 | 1.32% | ||
| 21 | FEDERAL REALTY INVS | 8,700 | 1,440,000 | 1.31% | ||
| 22 | MERCK & CO INC | 24,815 | 1,429,000 | 1.30% | ||
| 23 | ISHARES TR | 9,133 | 1,365,000 | 1.24% | ||
| 24 | PROCTER AND GAMBLE CO | 16,095 | 1,363,000 | 1.24% | ||
| 25 | 3M CO | 7,762 | 1,360,000 | 1.24% | ||
| 26 | WELLS FARGO & CO NEW | 28,445 | 1,346,000 | 1.22% | ||
| 27 | DOMINION ENERGY INC | 17,190 | 1,339,000 | 1.22% | ||
| 28 | ISHARES TR | 11,340 | 1,318,000 | 1.20% | ||
| 29 | DISNEY WALT CO | 13,091 | 1,281,000 | 1.16% | ||
| 30 | INTEL CORP | 35,409 | 1,162,000 | 1.06% | ||
| 31 | HOME DEPOT INC | 8,961 | 1,145,000 | 1.04% | ||
| 32 | NORFOLK SOUTHN CORP | 13,417 | 1,142,000 | 1.04% | ||
| 33 | BRISTOL MYERS SQUIBB CO | 13,638 | 1,004,000 | 0.91% | ||
| 34 | BOEING CO | 6,782 | 881,000 | 0.80% | ||
| 35 | ABBVIE INC | 14,228 | 881,000 | 0.80% | ||
| 36 | BERKSHIRE HATHAWAY INC DEL | 4 | 868,000 | 0.79% | ||
| 37 | CISCO SYS INC | 30,200 | 867,000 | 0.79% | ||
| 38 | ISHARES TR | 23,226 | 798,000 | 0.72% | ||
| 39 | BANK AMER CORP | 56,647 | 752,000 | 0.68% | ||
| 40 | NEXTERA ENERGY INC | 5,458 | 712,000 | 0.65% | ||
| 41 | KIMBERLY CLARK CORP | 5,108 | 702,000 | 0.64% | ||
| 42 | JPMORGAN CHASE & CO | 11,014 | 685,000 | 0.62% | ||
| 43 | COMCAST CORP NEW | 10,422 | 679,000 | 0.62% | ||
| 44 | MEDTRONIC PLC | 7,674 | 666,000 | 0.60% | ||
| 45 | BANK NEW YORK MELLON CORP | 16,261 | 632,000 | 0.57% | ||
| 46 | ABBOTT LABS | 16,074 | 632,000 | 0.57% | ||
| 47 | UNITED TECHNOLOGIES CORP | 5,830 | 598,000 | 0.54% | ||
| 48 | CVS HEALTH CORP | 6,229 | 596,000 | 0.54% | ||
| 49 | SPDR SERIES TRUST | 16,577 | 591,000 | 0.54% | ||
| 50 | LOWES COS INC | 7,429 | 588,000 | 0.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-073514, filed 2016.07.27).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
