DIXON HUBARD FEINOUR & BROWN INC/VA

data from 30/06/2022

Capitalization

$ 842.005 M -15.71 %

Average holding period

18 ans

Performance

$ 273.249 M 125 942.98 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in DIXON HUBARD FEINOUR & BROWN INC/VA

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2022/06/30 AAPL APPLE INC COM 4.23% 35.603 M $ 260412 2005/09/30 -10.912 M $ -21.70 %
2022/06/30 MSFT MICROSOFT CORP COM 3.40% 28.656 M $ 111578 2013/12/31 -5.824 M $ -16.70 %
2022/06/30 CME CME GROUP INC COM 2.31% 19.419 M $ 94867 2021/12/31 -3.179 M $ -13.94 %
2022/06/30 VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 2.26% 19.025 M $ 323229 2021/12/31 -135.867 K $ -0.68 %
2022/06/30 ADBE ADOBE SYSTEMS INCORPORATED COM 1.85% 15.600 M $ 42617 2016/06/30 -3.837 M $ -19.66 %
2022/06/30 MBB ISHARES MBS ETF 1.84% 15.489 M $ 158880 2021/06/30 -718.591 K $ -4.30 %
2022/06/30 SCHM SCHWAB U.S. MID-CAP ETF 1.84% 15.474 M $ 246673 2021/12/31 -3.107 M $ -17.32 %
2022/06/30 FLOT ISHARES FLOATING RATE BOND ETF 1.76% 14.824 M $ 296947 2021/06/30 -201.339 K $ -1.19 %
2022/06/30 SLY SPDR S&P 600 SMALL CAP ETF 1.59% 13.382 M $ 167105 2021/12/31 -2.145 M $ -14.45 %
2022/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.51% 12.743 M $ 46675 2009/12/31 -3.870 M $ -22.64 %
2022/06/30 ABBV ABBVIE INC COM 1.45% 12.250 M $ 79982 2013/03/31 -731.519 K $ -5.52 %
2022/06/30 GOOG ALPHABET INC CAP STK CL C 1.45% 12.219 M $ 5586 2015/09/30 -3.467 M $ -21.68 %
2022/06/30 GOOGL ALPHABET INC CAP STK CL A 1.44% 12.128 M $ 5565 2015/09/30 -3.426 M $ -21.65 %
2022/06/30 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.44% 12.096 M $ 64130 2021/12/31 -2.657 M $ -17.15 %
2022/06/30 WMB WILLIAMS COS INC COM 1.41% 11.842 M $ 379435 2021/12/31 -844.285 K $ -6.58 %
2022/06/30 ZTS ZOETIS INC CL A 1.41% 11.837 M $ 68863 2014/09/30 -1.194 M $ -8.85 %
2022/06/30 XLU UTILITIES SELECT SECTOR SPDR FUND 1.39% 11.741 M $ 167416 2021/12/31 -735.913 K $ -5.82 %
2022/06/30 SCHF SCHWAB INTERNATIONAL EQUITY ETF 1.34% 11.293 M $ 359085 2021/12/31 -1.803 M $ -14.32 %
2022/06/30 D DOMINION ENERGY INC COM 1.32% 11.101 M $ 139091 2000/06/30 -726.466 K $ -6.07 %
2022/06/30 INTU INTUIT COM 1.27% 10.730 M $ 27838 2021/12/31 -2.709 M $ -19.84 %
2022/06/30 HD HOME DEPOT INC COM 1.23% 10.388 M $ 37875 2017/12/31 -968.694 K $ -8.37 %
2022/06/30 JNJ JOHNSON & JOHNSON COM 1.21% 10.166 M $ 57270 1999/03/31 16.501 K $ 0.16 %
2022/06/30 CVS CVS HEALTH CORP COM 1.17% 9.818 M $ 105953 2021/06/30 -911.233 K $ -8.45 %
2022/06/30 TXN TEXAS INSTRS INC COM 1.11% 9.376 M $ 61021 2021/12/31 -1.830 M $ -16.26 %
2022/06/30 SEDG SOLAREDGE TECHNOLOGIES INC COM 1.11% 9.337 M $ 34115 2021/12/31 -1.643 M $ -15.10 %
2022/06/30 COST COSTCO WHSL CORP NEW COM 1.09% 9.214 M $ 19224 2021/12/31 -1.922 M $ -16.77 %
2022/06/30 CP CANADIAN PAC RY LTD COM 1.08% 9.129 M $ 130710 2021/03/31 -1.557 M $ -15.39 %
2022/06/30 UNH UNITEDHEALTH GROUP INC COM 1.08% 9.102 M $ 17722 2018/09/30 11.400 K $ 0.72 %
2022/06/30 ABT ABBOTT LABS COM 1.04% 8.791 M $ 80910 2010/12/31 -795.394 K $ -8.20 %
2022/06/30 AMZN AMAZON COM INC COM 1.04% 8.741 M $ 82299 2017/06/30 -5.580 M $ -34.84 %
2022/06/30 TMO THERMO FISHER SCIENTIFIC INC COM 1.04% 8.727 M $ 16063 2018/09/30 -775.257 K $ -8.02 %
2022/06/30 VDE VANGUARD ENERGY INDEX FUND 1.00% 8.402 M $ 84469 2022/03/31 -649.778 K $ -7.07 %
2022/06/30 ORI OLD REP INTL CORP COM 0.98% 8.221 M $ 367647 2022/03/31 -1.345 M $ -13.57 %
2022/06/30 XOM EXXON MOBIL CORP COM 0.94% 7.916 M $ 92438 1999/12/31 288.023 K $ 3.69 %
2022/06/30 URI UNITED RENTALS INC COM 0.92% 7.786 M $ 32051 2021/03/31 -3.726 M $ -31.61 %
2022/06/30 NVDA NVIDIA CORPORATION COM 0.92% 7.739 M $ 51057 2017/09/30 -6.347 M $ -44.45 %
2022/06/30 CBOE CBOE GLOBAL MKTS INC COM 0.90% 7.584 M $ 67004 2021/12/31 -82.620 K $ -1.07 %
2022/06/30 ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.84% 7.113 M $ 142155 2021/12/31 -6.836 K $ -0.22 %
2022/06/30 PEP PEPSICO INC COM 0.84% 7.103 M $ 42620 1999/03/31 -30.967 K $ -0.43 %
2022/06/30 SPLG SPDR PORTFOLIO S&P 500 ETF 0.84% 7.089 M $ 159868 2021/12/31 -1.464 M $ -16.54 %
2022/06/30 MRK MERCK & CO INC COM 0.83% 7.004 M $ 76828 2009/09/30 672.736 K $ 11.12 %
2022/06/30 KBE SPDR S&P BANK ETF 0.80% 6.750 M $ 153819 2021/03/31 -1.417 M $ -16.18 %
2022/06/30 RTX RAYTHEON TECHNOLOGIES CORP COM 0.80% 6.749 M $ 70225 2020/06/30 -80.713 K $ -2.99 %
2022/06/30 DG DOLLAR GEN CORP NEW COM 0.80% 6.694 M $ 27275 2019/03/31 610.851 K $ 10.25 %
2022/06/30 DIS DISNEY WALT CO COM 0.77% 6.522 M $ 69086 2010/12/31 -2.104 M $ -31.18 %
2022/06/30 PFE PFIZER INC COM 0.75% 6.316 M $ 120468 1999/03/31 80.967 K $ 1.27 %
2022/06/30 GDX VANECK GOLD MINERS ETF 0.75% 6.316 M $ 230670 2022/03/31 -1.414 M $ -28.60 %
2022/06/30 LLY LILLY ELI & CO COM 0.73% 6.171 M $ 19034 2009/09/30 745.766 K $ 13.22 %
2022/06/30 PG PROCTER AND GAMBLE CO COM 0.72% 6.063 M $ 42165 1999/03/31 -387.123 K $ -5.90 %
2022/06/30 QCOM QUALCOMM INC COM 0.71% 5.971 M $ 46744 2021/06/30 -1.180 M $ -16.41 %
2022/06/30 ELV ELEVANCE HEALTH INC COM 0.67% 5.637 M $ 11681 2015/03/31 -105.045 K $ -1.76 %
2022/06/30 VZ VERIZON COMMUNICATIONS INC COM 0.65% 5.492 M $ 108209 2000/09/30 -20.944 K $ -0.37 %
2022/06/30 UL UNILEVER PLC SPON ADR NEW 0.61% 5.112 M $ 111540 2021/12/31 28.908 K $ 0.57 %
2022/06/30 CRM SALESFORCE INC COM 0.61% 5.096 M $ 30875 2020/09/30 -1.527 M $ -22.27 %
2022/06/30 KO COCA COLA CO COM 0.60% 5.063 M $ 80476 1999/03/31 73.846 K $ 1.47 %
2022/06/30 SPY SPDR S&P 500 ETF 0.58% 4.880 M $ 12937 2018/12/31 -802.742 K $ -16.47 %
2022/06/30 BMY BRISTOL-MYERS SQUIBB CO COM 0.57% 4.787 M $ 62172 2008/09/30 257.641 K $ 5.44 %
2022/06/30 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.55% 4.643 M $ 92638 2021/12/31 -104.754 K $ -2.13 %
2022/06/30 FLTR VANECK INVESTMENT GRADE FLOATING RATE ETF 0.54% 4.556 M $ 184620 2021/12/31 -78.752 K $ -1.67 %
2022/06/30 SCHD SCHWAB US DIVIDEND EQUITY ETF 0.52% 4.336 M $ 60535 2021/12/31 -453.822 K $ -9.20 %
2022/06/30 KMB KIMBERLY-CLARK CORP COM 0.51% 4.330 M $ 32040 2021/12/31 384.950 K $ 9.74 %
2022/06/30 CTVA CORTEVA INC COM 0.51% 4.325 M $ 79879 2021/12/31 -278.669 K $ -5.81 %
2022/06/30 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.51% 4.312 M $ 85299 2021/06/30 -114.480 K $ -2.26 %
2022/06/30 CI CIGNA CORP NEW COM 0.51% 4.289 M $ 16277 2021/03/31 429.184 K $ 9.98 %
2022/06/30 EL LAUDER ESTEE COS INC CL A 0.49% 4.167 M $ 16362 2019/06/30 -295.743 K $ -6.48 %
2022/06/30 NSC NORFOLK SOUTHN CORP COM 0.49% 4.147 M $ 18247 1999/03/31 -1.129 M $ -20.31 %
2022/06/30 CSCO CISCO SYS INC COM 0.47% 3.939 M $ 92373 2000/06/30 -1.241 M $ -23.53 %
2022/06/30 SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.45% 3.796 M $ 78333 2021/12/31 -73.432 K $ -1.82 %
2022/06/30 GD GENERAL DYNAMICS CORP COM 0.44% 3.721 M $ 16820 2021/12/31 -340.444 K $ -8.26 %
2022/06/30 FDX FEDEX CORP COM 0.44% 3.673 M $ 16202 2021/12/31 -75.979 K $ -2.02 %
2022/06/30 MSCI MSCI INC COM 0.43% 3.594 M $ 8720 2020/03/31 -802.506 K $ -18.04 %
2022/06/30 CVX CHEVRON CORP NEW COM 0.42% 3.524 M $ 24340 2001/12/31 -444.463 K $ -11.08 %
2022/06/30 JPM JPMORGAN CHASE & CO COM 0.41% 3.423 M $ 30400 2012/03/31 -762.916 K $ -17.39 %
2022/06/30 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.40% 3.405 M $ 55545 2022/03/31 -32.801 K $ -12.24 %
2022/06/30 DUK DUKE ENERGY CORP NEW COM NEW 0.40% 3.402 M $ 31733 2012/06/30 -146.934 K $ -3.99 %
2022/06/30 BFS SAUL CTRS INC COM 0.38% 3.175 M $ 67395 2021/12/31 -366.117 K $ -10.61 %
2022/06/30 SO SOUTHERN CO COM 0.37% 3.139 M $ 44026 1999/03/31 -56.588 K $ -1.66 %
2022/06/30 SPIP SPDR PORTFOLIO TIPS ETF 0.37% 3.099 M $ 112609 2021/06/30 -306.288 K $ -9.06 %
2022/06/30 WSM WILLIAMS SONOMA INC COM 0.36% 2.998 M $ 27023 2021/03/31 -936.644 K $ -23.47 %
2022/06/30 BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.35% 2.987 M $ 38899 2021/06/30 -51.710 K $ -1.42 %
2022/06/30 BKLN INVESCO SENIOR LOAN ETF 0.35% 2.979 M $ 146986 2021/12/31 -224.895 K $ -6.89 %
2022/06/30 CWEN CLEARWAY ENERGY INC CL C 0.35% 2.977 M $ 85440 2021/12/31 -122.619 K $ -4.57 %
2022/06/30 HACK ETFMG PRIME CYBER SECURITY ETF 0.33% 2.805 M $ 61240 2021/12/31 -780.238 K $ -22.00 %
2022/06/30 VGK VANGUARD FTSE EUROPE ETF 0.32% 2.690 M $ 50935 2015/03/31 -568.943 K $ -15.19 %
2022/06/30 ABNB AIRBNB INC COM CL A 0.31% 2.639 M $ 29620 2021/12/31 -1.957 M $ -48.14 %
2022/06/30 MCD MCDONALDS CORP COM 0.30% 2.504 M $ 10141 2008/09/30 -4.151 K $ -0.16 %
2022/06/30 VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.29% 2.464 M $ 24224 2021/12/31 -241.478 K $ -9.40 %
2022/06/30 AXP AMERICAN EXPRESS CO COM 0.29% 2.418 M $ 17446 2021/12/31 -831.507 K $ -25.87 %
2022/06/30 BKR BAKER HUGHES COMPANY CL A 0.28% 2.341 M $ 81085 2022/03/31 -530.024 K $ -20.71 %
2022/06/30 AON AON PLC SHS CL A 0.28% 2.316 M $ 8589 2020/03/31 -483.519 K $ -17.18 %
2022/06/30 INDA ISHARES MSCI INDIA INDEX FUND 0.27% 2.304 M $ 58522 2021/12/31 -304.314 K $ -11.67 %
2022/06/30 VUG VANGUARD GROWTH INDEX FUND 0.27% 2.291 M $ 10277 2013/09/30 -651.306 K $ -22.50 %
2022/06/30 VTV VANGUARD VALUE INDEX FUND 0.27% 2.263 M $ 17156 2020/03/31 -272.780 K $ -10.76 %
2022/06/30 INTC INTEL CORP COM 0.26% 2.203 M $ 58880 2013/09/30 -701.249 K $ -24.52 %
2022/06/30 AVGO BROADCOM INC COM 0.26% 2.158 M $ 4442 2021/03/31 -649.564 K $ -22.86 %
2022/06/30 DD DUPONT DE NEMOURS INC COM 0.26% 2.147 M $ 38634 2021/12/31 -719.064 K $ -24.47 %
2022/06/30 TFC TRUIST FINL CORP COM 0.25% 2.132 M $ 44947 2019/12/31 -457.873 K $ -16.35 %
2022/06/30 VNO VORNADO RLTY TR SH BEN INT 0.25% 2.128 M $ 74430 2021/12/31 -121.459 K $ -36.92 %
2022/06/30 RBCAA REPUBLIC BANCORP INC KY CL A 0.25% 2.124 M $ 44026 2021/12/31 146.719 K $ 7.37 %
2022/06/30 VWO VANGUARD FTSE EMERGING MARKETS ETF 0.24% 1.980 M $ 47538 2013/03/31 -211.034 K $ -9.71 %