0001172661-20-001150.txt : 20200507
0001172661-20-001150.hdr.sgml : 20200507
20200507162211
ACCESSION NUMBER: 0001172661-20-001150
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200507
DATE AS OF CHANGE: 20200507
EFFECTIVENESS DATE: 20200507
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: KAYS FINANCIAL ADVISORY CORP /ADV
CENTRAL INDEX KEY: 0000766018
IRS NUMBER: 581619177
STATE OF INCORPORATION: GA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18914
FILM NUMBER: 20856796
BUSINESS ADDRESS:
STREET 1: 200 GALLERIA PARKWAY
STREET 2: SUITE 1150
CITY: ATLANTA
STATE: GA
ZIP: 30339
BUSINESS PHONE: 770-951-9001
MAIL ADDRESS:
STREET 1: 200 GALLERIA PARKWAY
STREET 2: SUITE 1150
CITY: ATLANTA
STATE: GA
ZIP: 30339
FORMER COMPANY:
FORMER CONFORMED NAME: KAYS FINANCIAL ADVISORY CORP /ADV
DATE OF NAME CHANGE: 19850403
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0000766018
XXXXXXXX
03-31-2020
03-31-2020
false
KAYS FINANCIAL ADVISORY CORP /ADV
200 Galleria Parkway
Suite 1150
Atlanta
GA
30339
13F HOLDINGS REPORT
028-18914
N
Helen C. Shingler
Operations Manager, Chief Compliance Officer
770-951-9001
/s/Helen C. Shingler
Atlanta
GA
05-07-2020
0
88
487469
INFORMATION TABLE
2
infotable.xml
ACUITY BRANDS INC
COM
00508Y102
332
3870
SH
SOLE
0
0
3870
ALLSTATE CORP
COM
020002101
1659
18088
SH
SOLE
0
0
18088
ALPHABET INC
CAP STK CL C
02079K107
3770
3242
SH
SOLE
0
0
3242
ALPHABET INC
CAP STK CL C
02079K107
116
100
SH
Call
SOLE
0
0
100
ALTRIA GROUP INC
COM
02209S103
1338
34608
SH
SOLE
0
0
34608
AMAZON COM INC
COM
023135106
3749
1923
SH
SOLE
0
0
1923
APPLE INC
COM
037833100
4794
18851
SH
SOLE
0
0
18851
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3421
18710
SH
SOLE
0
0
18710
BK OF AMERICA CORP
COM
060505104
2670
125782
SH
SOLE
0
0
125782
BK OF AMERICA CORP
COM
060505104
64
3000
SH
Call
SOLE
0
0
3000
BOOKING HLDGS INC
COM
09857L108
2801
2082
SH
SOLE
0
0
2082
CARLISLE COS INC
COM
142339100
1794
14322
SH
SOLE
0
0
14322
CISCO SYS INC
COM
17275R102
3254
82768
SH
SOLE
0
0
82768
CITIGROUP INC
COM NEW
172967424
2288
54310
SH
SOLE
0
0
54310
CITIGROUP INC
COM NEW
172967424
189
4500
SH
Call
SOLE
0
0
4500
COCA COLA CO
COM
191216100
248
5608
SH
SOLE
0
0
5608
CVS HEALTH CORP
COM
126650100
1461
24629
SH
SOLE
0
0
24629
EVEREST RE GROUP LTD
COM
G3223R108
1396
7256
SH
SOLE
0
0
7256
FACEBOOK INC
CL A
30303M102
3102
18599
SH
SOLE
0
0
18599
FACEBOOK INC
CL A
30303M102
184
1100
SH
Call
SOLE
0
0
1100
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
1386
32044
SH
SOLE
0
0
32044
GENERAL ELECTRIC CO
COM
369604103
71
8934
SH
SOLE
0
0
8934
GENERAL ELECTRIC CO
COM
369604103
109
13600
SH
Call
SOLE
0
0
13600
HOME DEPOT INC
COM
437076102
548
2936
SH
SOLE
0
0
2936
HUNTSMAN CORP
COM
447011107
1261
87372
SH
SOLE
0
0
87372
INTEL CORP
COM
458140100
3909
72231
SH
SOLE
0
0
72231
INVESCO EXCHANGE TRADED FD T
DYNMC LRG VALU
46137V738
283
9388
SH
SOLE
0
0
9388
INVESCO EXCHANGE-TRADED FD T
EMRNG MKT SVRG
46138E784
13242
553844
SH
SOLE
0
0
553844
INVESCO EXCHANGE-TRADED FD T
PFD ETF
46138E511
980
74478
SH
SOLE
0
0
74478
INVESCO EXCHANGE-TRADED FD T
S&P SMLCP LOW
46138G102
10769
324963
SH
SOLE
0
0
324963
INVESCO EXCHANGE-TRADED FD T
S&P500 HDL VOL
46138E362
585
19505
SH
SOLE
0
0
19505
INVESCO EXCHANGE-TRADED FD T
S&P500 LOW VOL
46138E354
837
17839
SH
SOLE
0
0
17839
ISHARES TR
CORE S&P MCP ETF
464287507
4403
30604
SH
SOLE
0
0
30604
ISHARES TR
CORE S&P SCP ETF
464287804
5569
99256
SH
SOLE
0
0
99256
ISHARES TR
CORE S&P TTL STK
464287150
1352
23635
SH
SOLE
0
0
23635
ISHARES TR
GRWT ALLOCAT ETF
464289867
205
4962
SH
SOLE
0
0
4962
ISHARES TR
IBOXX HI YD ETF
464288513
214
2773
SH
SOLE
0
0
2773
ISHARES TR
INTL SEL DIV ETF
464288448
1218
53915
SH
SOLE
0
0
53915
ISHARES TR
MRGSTR MD CP GRW
464288307
586
2685
SH
SOLE
0
0
2685
ISHARES TR
NATIONAL MUN ETF
464288414
1998
17684
SH
SOLE
0
0
17684
ISHARES TR
S&P 500 GRWT ETF
464287309
47700
289000
SH
SOLE
0
0
289000
ISHARES TR
S&P MC 400VL ETF
464287705
2051
18692
SH
SOLE
0
0
18692
ISHARES TR
SHORT TREAS BD
464288679
13565
122188
SH
SOLE
0
0
122188
JOHNSON & JOHNSON
COM
478160104
245
1865
SH
SOLE
0
0
1865
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
582
64407
SH
SOLE
0
0
64407
LOCKHEED MARTIN CORP
COM
539830109
391
1155
SH
SOLE
0
0
1155
LOWES COS INC
COM
548661107
3148
36583
SH
SOLE
0
0
36583
LOWES COS INC
COM
548661107
60
700
SH
Call
SOLE
0
0
700
MASTERCARD INC
CL A
57636Q104
3664
15170
SH
SOLE
0
0
15170
MASTERCARD INC
CL A
57636Q104
48
200
SH
Call
SOLE
0
0
200
MCKESSON CORP
COM
58155Q103
3548
26233
SH
SOLE
0
0
26233
MICROSOFT CORP
COM
594918104
1867
11841
SH
SOLE
0
0
11841
NVR INC
COM
62944T105
2893
1126
SH
SOLE
0
0
1126
OMNICOM GROUP INC
COM
681919106
1217
22162
SH
SOLE
0
0
22162
PEPSICO INC
COM
713448108
232
1936
SH
SOLE
0
0
1936
PIMCO ETF TR
ACTIVE BD ETF
72201R775
54088
509447
SH
SOLE
0
0
509447
PROSHARES TR
PSHS ULT S&P 500
74347R107
248
2800
SH
Put
SOLE
0
0
2800
PROSHARES TR
PSHS ULT S&P 500
74347R107
4
44
SH
SOLE
0
0
44
RAYTHEON CO
COM NEW
755111507
1277
9738
SH
SOLE
0
0
9738
ROYAL BK CDA
COM
780087102
339
5515
SH
SOLE
0
0
5515
SCHWAB CHARLES CORP
COM
808513105
2720
80898
SH
SOLE
0
0
80898
SCHWAB CHARLES CORP
COM
808513105
20
600
SH
Call
SOLE
0
0
600
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
17818
861212
SH
SOLE
0
0
861212
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
18439
713576
SH
SOLE
0
0
713576
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
286
5263
SH
SOLE
0
0
5263
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
28612
473479
SH
SOLE
0
0
473479
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
13026
162079
SH
SOLE
0
0
162079
SOUTHERN CO
COM
842587107
604
11163
SH
SOLE
0
0
11163
SPDR S&P 500 ETF TR
TR UNIT
78462F103
54355
210881
SH
SOLE
0
0
210881
SPDR SER TR
PORTFOLIO S&P400
78464A847
4315
170369
SH
SOLE
0
0
170369
SPDR SER TR
PRTFLO S&P500 VL
78464A508
44003
1702892
SH
SOLE
0
0
1702892
SPDR SER TR
S&P 400 MDCP GRW
78464A821
2392
55867
SH
SOLE
0
0
55867
SPDR SER TR
S&P DIVID ETF
78464A763
2417
30270
SH
SOLE
0
0
30270
TE CONNECTIVITY LTD
REG SHS
H84989104
2596
41217
SH
SOLE
0
0
41217
UNION PAC CORP
COM
907818108
3346
23723
SH
SOLE
0
0
23723
UNITED PARCEL SERVICE INC
CL B
911312106
1456
15584
SH
SOLE
0
0
15584
UNITEDHEALTH GROUP INC
COM
91324P102
3243
13005
SH
SOLE
0
0
13005
UNITEDHEALTH GROUP INC
COM
91324P102
50
200
SH
Call
SOLE
0
0
200
VANGUARD INDEX FDS
GROWTH ETF
922908736
4159
26542
SH
SOLE
0
0
26542
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
671
8258
SH
SOLE
0
0
8258
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
874
12517
SH
SOLE
0
0
12517
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
217
6467
SH
SOLE
0
0
6467
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
13907
159685
SH
SOLE
0
0
159685
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
9837
180504
SH
SOLE
0
0
180504
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
32018
404782
SH
SOLE
0
0
404782
VANGUARD STAR FDS
VG TL INTL STK F
921909768
326
7773
SH
SOLE
0
0
7773
VERIZON COMMUNICATIONS INC
COM
92343V104
227
4226
SH
SOLE
0
0
4226
VISA INC
COM CL A
92826C839
213
1321
SH
SOLE
0
0
1321