StockScan > Holders > Secrest Blakey & Associates

Secrest Blakey & Associates's Portfolio and 13F Filing

Value: $50.78M
CIK: 0001730971
Phone: 919-544-0500
Address: 7780 Brier Creek Parkway, Suite 325, Raleigh, NC (27617)
Latest 13F Filing: 2020-10-01
Secrest Blakey & Associates's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

 Current Value Percent
1 Eli Lilly and Company LLY $783.18 N/A 6,500 $5,090,670 10.03%
2 iShares Edge MSCI Min Vol USA ETF USMV $83.94 N/A 45,105 $3,786,114 7.46%
3 General Electric Company GE $159.28 N/A 15,935 $2,538,127 5.00%
4 Merck & Company, Inc. (new) MRK $130.99 N/A 17,433 $2,283,549 4.50%
5 PIMCO Dynamic Income Fund PDI $19.22 N/A 116,018 $2,229,866 4.39%
6 Schwab US Dividend Equity ETF SCHD $79.68 N/A 25,063 $1,997,020 3.93%
7 Enbridge Inc ENB $36.78 N/A 48,503 $1,783,940 3.51%
8 Exxon Mobil Corporation XOM $118.67 N/A 13,745 $1,631,119 3.21%
9 Duke Energy Corporation (Holdin DUK $103.66 N/A 15,485 $1,605,175 3.16%
10 Welltower Inc. WELL $100.84 N/A 15,073 $1,519,961 2.99%
11 Southern Company (The) SO $79.19 N/A 18,315 $1,450,365 2.86%
12 BlackRock, Inc. BLK $805.19 N/A 1,599 $1,287,499 2.54%
13 United Parcel Service, Inc. UPS $147.59 N/A 8,721 $1,287,132 2.53%
14 The Procter Gamble Company PG $167.31 N/A 6,693 $1,119,806 2.21%
15 Verizon Communications Inc. VZ $40.12 N/A 26,227 $1,052,227 2.07%
16 Wells Fargo & Company WFC $60.70 N/A 16,461 $999,183 1.97%
17 Philip Morris International Inc PM $99.59 N/A 9,981 $994,008 1.96%
18 Lowe's Companies, Inc. LOW $229.17 N/A 4,161 $953,576 1.88%
19 General Mills, Inc. GIS $71.43 N/A 12,461 $890,089 1.75%
20 Amgen Inc. AMGN $314.54 N/A 2,721 $855,863 1.69%
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