HoldingsChannel.com
Secrest Blakey & Associates LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 28,564 +682 $8,419
     IVV28,564+682$8,419
SCHWAB STRATEGIC TR 134,448 +7,761 $7,126
     SCHZ134,448+7,761$7,126
SCHWAB STRATEGIC TR 59,547 +2,405 $4,967
     SCHG59,547+2,405$4,967
VANGUARD WHITEHALL FDS INC (VYM) 53,740 -10 $4,696
     VYM53,740-10$4,696
VANGUARD GROUP (VIG) 38,308 +38,308 $4,412
     VIG38,308+38,308$4,412
VANGUARD SCOTTSDALE FDS (VCSH) 52,410 +984 $4,228
     VCSH52,410+984$4,228
SCHWAB STRATEGIC TR 60,570 +1,515 $3,470
     SCHM60,570+1,515$3,470
ISHARES TR (EFAV) 43,208 +1,128 $3,139
     EFAV43,208+1,128$3,139
ISHARES TR (IWM) 18,237 +267 $2,836
     IWM18,237+267$2,836
ISHARES TR (EFA) 41,151 +2,323 $2,705
     EFA41,151+2,323$2,705
PIMCO DYNMIC CREDIT AND MRT 103,984 +15,315 $2,496
     PCI103,984+15,315$2,496
PIMCO DYNAMIC INCOME FD 72,039 +981 $2,329
     PDI72,039+981$2,329
VERIZON COMMUNICATIONS INC 37,972 +1,397 $2,169
     VZ37,972+1,397$2,169
INVESCO ACTIVELY MANAGD ETF (GSY) 41,548 +2,123 $2,093
     GSY41,548+2,123$2,093
APPLE INC 10,383 +148 $2,055
     AAPL10,383+148$2,055
VANGUARD SCOTTSDALE FDS (VCLT) 17,370 +623 $1,683
     VCLT17,370+623$1,683
ENBRIDGE INC 45,406 +1,538 $1,638
     ENB45,406+1,538$1,638
VANGUARD BD INDEX FD INC (BND) 19,619 +28 $1,630
     BND19,619+28$1,630
PROCTER AND GAMBLE CO      $1,625
     PG14,716+110$1,614
     Call100UNCH$11
SPDR GOLD TRUST (GLD) 11,714 +167 $1,560
     GLD11,714+167$1,560
JOHNSON & JOHNSON      $1,540
     JNJ10,956+183$1,526
     Call100UNCH$14
AMAZON COM INC      $1,486
     AMZN685-7$1,297
     Call100+100$189
SCHWAB STRATEGIC TR 26,441 +130 $1,414
     SCHD26,441+130$1,414
UNITED PARCEL SERVICE INC 13,652 +1,495 $1,410
     UPS13,652+1,495$1,410
AT&T INC      $1,398
     T26,712+236$895
     Call15,000+15,000$503
WELLS FARGO CO NEW 28,542 +3,388 $1,351
     WFC28,542+3,388$1,351
ALPS ETF TR (SDOG) 30,812 -590 $1,340
     SDOG30,812-590$1,340
ISHARES TR (USMV) 18,529 +133 $1,144
     USMV18,529+133$1,144
WELLTOWER INC 13,849 +298 $1,129
     WELL13,849+298$1,129
SCHWAB STRATEGIC TR 15,727 +171 $1,114
     SCHB15,727+171$1,114
VENTAS INC 15,781 +1,232 $1,088
     VTR15,781+1,232$1,088
DOMINION ENERGY INC 13,441 +665 $1,039
     D13,441+665$1,039
NEXTERA ENERGY INC 5,035 +5,035 $1,032
     NEE5,035+5,035$1,032
ISHARES TR (TLT) 7,576 +129 $1,006
     TLT7,576+129$1,006
AMGEN INC 5,364 +624 $989
     AMGN5,364+624$989
SOUTHERN CO 17,722 -56 $980
     SO17,722-56$980
MICROSOFT CORP      $941
     MSFT6,826+160$914
     Call200+200$27
AMERICAN ELEC PWR CO INC 10,208 -366 $898
     AEP10,208-366$898
ISHARES TR (IJH) 4,507 -23 $876
     IJH4,507-23$876
LILLY ELI & CO 7,500 UNCH $831
     LLY7,500UNCH$831
ALTRIA GROUP INC 17,206 +2,045 $827
     MO17,206+2,045$827
PFIZER INC 18,967 +799 $822
     PFE18,967+799$822
EXXON MOBIL CORP 10,320 +306 $791
     XOM10,320+306$791
BOEING CO 2,112 -64 $769
     BA2,112-64$769
LOWES COS INC 7,540 +181 $761
     LOW7,540+181$761
PHILIP MORRIS INTL INC      $744
     PM9,243+481$736
     Call100UNCH$8
VISA INC 4,188 +89 $727
     V4,188+89$727
ISHARES TR (AGG) 6,491 +824 $723
     AGG6,491+824$723
CHEVRON CORP NEW 5,526 -30 $688
     CVX5,526-30$688
JPMORGAN CHASE & CO 6,007 +227 $672
     JPM6,007+227$672

See Full List: All Stocks Held By Secrest Blakey & Associates LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Secrest Blakey & Associates LLC

Size ($ in 1000's)
At 06/30/2019: $114,751
At 03/31/2019: $102,945

Secrest Blakey & Associates LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Secrest Blakey & Associates LLC 13F filings. Link to 13F filings: SEC filings

Secrest Blakey & Associates LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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