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Exeter Financial, LLC

SEC CIK
0001752045
Latest filing
Jul 16, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 24, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
84
−4 vs. Q3 2022
Portfolio value
$192.0M
+$19.8M (+11.5%) vs. Q3 2022
Filed
Jan 24, 2023
SEC
Holdings of Exeter Financial, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Short-Term Bond ETF921937827ETF123,611$9.31M4.8%+1,697+1.4%Added–
FFAFirst Trust Enhanced Equity Income FundCOM521,386$8.22M4.3%+10,930+2.1%AddedHistory
AAPLApple Inc.Stock57,643$7.49M3.9%+75+0.1%AddedHistory
MSFTMicrosoft CorpStock28,471$6.83M3.6%+26+0.1%AddedHistory
iShares Tr46434V878ULTRA SHORT DUR135,549$6.78M3.5%+22,607+20.0%Added–
AFLAflac IncStock79,900$5.75M3.0%−2,848−3.4%ReducedHistory
MCDMcDonalds CorpStock20,449$5.39M2.8%−660−3.1%ReducedHistory
JNJJohnson & JohnsonStock27,130$4.79M2.5%−50.0%ReducedHistory
CVXChevron CorpStock26,683$4.79M2.5%−50−0.2%ReducedHistory
EMREmerson Electric CoStock48,302$4.64M2.4%−620−1.3%ReducedHistory
CSCOCisco Systems, Inc.Stock94,774$4.51M2.4%−553−0.6%ReducedHistory
PEPPepsiCo IncStock24,597$4.44M2.3%+81+0.3%AddedHistory
GDGeneral Dynamics CorpStock17,754$4.41M2.3%−44−0.2%ReducedHistory
TGTTarget CorpStock29,226$4.36M2.3%−614−2.1%ReducedHistory
WMTWalmart Inc.Stock29,984$4.25M2.2%−153−0.5%ReducedHistory
CAGConagra Brands Inc.Stock101,436$3.93M2.0%00.0%UnchangedHistory
ORCLOracle CorpStock44,292$3.62M1.9%+1,373+3.2%AddedHistory
ABBVAbbVie Inc.Stock20,947$3.39M1.8%−69−0.3%ReducedHistory
ADPAutomatic Data Processing IncStock13,318$3.19M1.7%−34−0.3%ReducedHistory
GISGeneral Mills IncStock35,502$2.98M1.6%−763−2.1%ReducedHistory
APDAir Products & Chemicals, Inc.Stock9,357$2.89M1.5%−6−0.1%ReducedHistory
WMWaste Management IncStock18,163$2.86M1.5%−296−1.6%ReducedHistory
VZVerizon Communications IncStock69,564$2.74M1.4%−3,509−4.8%ReducedHistory
UPSUnited Parcel Service IncStock14,973$2.60M1.4%+109+0.7%AddedHistory
CVSCVS Health CorpStock27,827$2.59M1.4%+350+1.3%AddedHistory
AMGNAmgen IncStock9,815$2.58M1.3%−47−0.5%ReducedHistory
USBUS Bancorp DECOM NEW58,552$2.55M1.3%+1,715+3.0%AddedHistory
RYRoyal Bank of CanadaStock26,708$2.51M1.3%+200+0.8%AddedHistory
Schwab US Dividend Equity ETF808524797ETF33,199$2.51M1.3%+12,630+61.4%Added–
LMTLockheed Martin CorpStock5,127$2.49M1.3%+55+1.1%AddedHistory
IBMInternational Business Machines CorpStock17,682$2.49M1.3%+128+0.7%AddedHistory
LINLinde PLCSHS7,374$2.41M1.3%−105−1.4%ReducedHistory
COPConocoPhillipsStock19,770$2.33M1.2%−1,948−9.0%ReducedHistory
PGProcter & Gamble CoStock15,078$2.29M1.2%+422+2.9%AddedHistory
MMM3M CoStock19,047$2.28M1.2%+2,620+15.9%AddedHistory
CMCSAComcast CorpStock65,204$2.28M1.2%+2,450+3.9%AddedHistory
TROWPrice T Rowe Group IncStock20,828$2.27M1.2%+565+2.8%AddedHistory
TXNTexas Instruments IncStock13,457$2.22M1.2%+8,550+174.2%AddedHistory
TRVTravelers Companies, Inc.Stock11,764$2.21M1.1%−22−0.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM19,765$2.18M1.1%−87−0.4%ReducedHistory
KOCoca Cola CoStock32,405$2.06M1.1%−192−0.6%ReducedHistory
ADMArcher-Daniels-Midland CoStock21,971$2.04M1.1%−259−1.2%ReducedHistory
ITWIllinois Tool Works IncStock9,025$1.99M1.0%−57−0.6%ReducedHistory
PFEPfizer IncStock37,740$1.93M1.0%+639+1.7%AddedHistory
BACBank of America CorpStock56,367$1.87M1.0%+700+1.3%AddedHistory
PAYXPaychex IncStock15,204$1.76M0.9%−272−1.8%ReducedHistory
LWLamb Weston Holdings, Inc.Stock18,658$1.67M0.9%−190−1.0%ReducedHistory
SBUXStarbucks CorpStock16,091$1.60M0.8%−929−5.5%ReducedHistory
SYYSysco CorpStock20,781$1.59M0.8%−260−1.2%ReducedHistory
CAHCardinal Health IncStock18,751$1.44M0.8%−147−0.8%ReducedHistory
RTXRTX CorpStock13,598$1.37M0.7%−281−2.0%ReducedHistory
KMBKimberly Clark CorpStock9,983$1.36M0.7%−206−2.0%ReducedHistory
SJMJ M SMUCKER CoStock8,381$1.33M0.7%+34+0.4%AddedHistory
CLXClorox CoStock9,290$1.31M0.7%−204−2.1%ReducedHistory
PSXPhillips 66Stock12,525$1.30M0.7%00.0%UnchangedHistory
CLColgate Palmolive CoStock16,173$1.27M0.7%−1,846−10.2%ReducedHistory
PMPhilip Morris International Inc.Stock11,562$1.17M0.6%+10+0.1%AddedHistory
INTCIntel CorpStock38,231$1.01M0.5%−58,837−60.6%ReducedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT34,637$935.9K0.5%+25,132+264.4%Added–
MOAltria Group, Inc.Stock18,075$826.2K0.4%−599−3.2%ReducedHistory
MDTMedtronic plcStock9,563$743.2K0.4%−4,498−32.0%ReducedHistory
Dimensional ETF Trust25434V203INTL CORE EQT MK27,670$692.9K0.4%+15,261+123.0%Added–
TAT&T Inc.Stock35,685$657.0K0.3%−674−1.9%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,675$640.5K0.3%+154+10.1%AddedHistory
WBAWalgreens Boots Alliance, Inc.COM16,277$608.1K0.3%−12,283−43.0%ReducedHistory
Vanguard S&P 500 ETF922908363ETF1,725$606.1K0.3%−923−34.9%Reduced–
GLDSPDR Gold TrustETF2,880$488.6K0.3%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A1$468.7K0.2%00.0%UnchangedHistory
HONHoneywell International IncCOM2,182$467.5K0.2%+10.0%AddedHistory
AMZNAmazon Com IncStock5,100$428.4K0.2%−9−0.2%ReducedHistory
CBChubb LtdStock1,763$388.9K0.2%+50+2.9%AddedHistory
BMYBristol Myers Squibb CoStock5,198$374.0K0.2%00.0%UnchangedHistory
Dimensional U.S. Targeted Value ETF25434V609ETF8,314$365.4K0.2%+33+0.4%Added–
NEENextera Energy IncStock4,224$353.1K0.2%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock642$293.2K0.2%00.0%UnchangedHistory
Vanguard BD Index FDS92203C303VANGUARD ULTRA5,701$279.3K0.1%+25+0.4%Added–
JPMJPMorgan Chase & CoStock2,028$272.0K0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock1,035$263.2K0.1%00.0%UnchangedHistory
iShares Tr464288414NATIONAL MUN ETF2,450$258.5K0.1%00.0%Unchanged–
Dimensional ETF Trust25434V807INTERNATNAL VAL8,434$256.4K0.1%+81+1.0%Added–
UNHUnitedHealth Group IncStock468$247.9K0.1%+1+0.2%AddedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF10,067$244.4K0.1%−1,907−15.9%Reduced–
BRK.BBerkshire Hathaway IncStock749$231.4K0.1%+749NewHistory
HRLHormel Foods CorpCOM4,793$218.3K0.1%−2,083−30.3%ReducedHistory

Sold out since Q3 2022 (5)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Exeter Financial, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
Invesco QQQ Trust Series I46090E103ETF934$253.0K0.1%–
Vanguard Ftse Developed Markets ETF921943858ETF6,128$223.0K0.1%–
GSKGSK plcADR7,522$221.0K0.1%History
SWKStanley Black & Decker, Inc.COM2,720$205.0K0.1%History
OPADOfferpad Solutions Inc.COM CL A81,604$99.0K0.1%History