EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 31, 2013

Total Value ($000): $139,980 (100.0% shares, 0.0% debt)

Holdings (112)

TMO Thermo Fisher Scientific 1.6%
Value ($000) $2,238 Shares 24,285 Est. Cost $79.76 Unrealized +8.8%
United Technologies 1.6%
Value ($000) $2,204 Shares 20,446 Est. Cost $92.93 Unrealized
ECL Ecolab 1.5%
Value ($000) $2,154 Shares 21,810 Est. Cost $73.48 Unrealized +10.5%
DOV Dover 1.5%
Value ($000) $2,131 Shares 23,727 Est. Cost $39.99 Unrealized +15.6%
Google 1.5%
Value ($000) $2,128 Shares 2,430 Est. Cost $880.18 Unrealized
ITW Illinois Tool Works 1.5%
Value ($000) $2,116 Shares 27,737 Est. Cost $49.85 Unrealized +9.9%
JNJ Johnson & Johnson 1.5%
Value ($000) $2,078 Shares 23,970 Est. Cost $59.66 Unrealized +6.5%
Visa 1.5%
Value ($000) $2,072 Shares 10,844 Est. Cost $182.78 Unrealized
AFL AFLAC 1.5%
Value ($000) $2,068 Shares 33,361 Est. Cost $20.11 Unrealized +11.7%
CL Colgate Palmolive 1.5%
Value ($000) $2,066 Shares 34,840 Est. Cost $44.38 Unrealized +0.4%
CTSH Cognizant Tech 1.5%
Value ($000) $2,054 Shares 25,014 Est. Cost $29.46 Unrealized +11.7%
PEP PepsiCo 1.5%
Value ($000) $2,038 Shares 25,637 Est. Cost $56.00 Unrealized +1.4%
COST Costco 1.4%
Value ($000) $2,016 Shares 17,501 Est. Cost $86.56 Unrealized +5.9%
Sigma-Aldrich Corp. 1.4%
Value ($000) $1,999 Shares 23,432 Est. Cost $80.43 Unrealized
XOM ExxonMobil 1.4%
Value ($000) $1,992 Shares 23,156 Est. Cost $53.69 Unrealized +0.9%
SLB Schlumberger Ltd. 1.4%
Value ($000) $1,989 Shares 22,510 Est. Cost $52.90 Unrealized +11.5%
JPM J.P. Morgan Chase 1.4%
Value ($000) $1,977 Shares 38,244 Est. Cost $36.24 Unrealized +6.3%
AXP American Express 1.4%
Value ($000) $1,977 Shares 26,179 Est. Cost $59.62 Unrealized +6.1%
CVX Chevron Corp. 1.4%
Value ($000) $1,974 Shares 16,250 Est. Cost $71.30 Unrealized +2.5%
AMGN Amgen 1.4%
Value ($000) $1,967 Shares 17,578 Est. Cost $73.34 Unrealized +5.0%
SYK Stryker 1.4%
Value ($000) $1,962 Shares 29,027 Est. Cost $56.92 Unrealized +4.4%
PG Procter & Gamble 1.4%
Value ($000) $1,952 Shares 25,826 Est. Cost $55.00 Unrealized +2.2%
GIS General Mills 1.4%
Value ($000) $1,941 Shares 40,506 Est. Cost $31.98 Unrealized +2.9%
EMR Emerson Electric 1.4%
Value ($000) $1,937 Shares 29,938 Est. Cost $40.02 Unrealized +9.5%
FISV Fiserv 1.4%
Value ($000) $1,935 Shares 19,148 Est. Cost $21.93 Unrealized +10.3%
CHD Church & Dwight 1.4%
Value ($000) $1,911 Shares 31,828 Est. Cost $26.18 Unrealized -1.0%
NKE Nike 1.4%
Value ($000) $1,905 Shares 26,222 Est. Cost $26.53 Unrealized +5.3%
Walgreen 1.3%
Value ($000) $1,876 Shares 34,864 Est. Cost $44.20 Unrealized
MCD McDonalds 1.3%
Value ($000) $1,865 Shares 19,388 Est. Cost $71.80 Unrealized -1.7%
WMT Wal-Mart 1.3%
Value ($000) $1,848 Shares 24,986 Est. Cost $19.98 Unrealized -1.0%
Oracle Corp. 1.3%
Value ($000) $1,836 Shares 55,362 Est. Cost $30.71 Unrealized
ADP Automatic Data Processing 1.3%
Value ($000) $1,812 Shares 25,038 Est. Cost $45.09 Unrealized +7.2%
BALL Ball Corp. 1.3%
Value ($000) $1,784 Shares 39,747 Est. Cost $19.77 Unrealized +0.2%
Express Scripts 1.3%
Value ($000) $1,764 Shares 28,543 Est. Cost $61.73 Unrealized
MMM 3M Co. 1.3%
Value ($000) $1,763 Shares 14,768 Est. Cost $61.26 Unrealized +7.7%
Anadarko Petroleum 1.2%
Value ($000) $1,727 Shares 18,575 Est. Cost $85.93 Unrealized
IBM IBM 1.2%
Value ($000) $1,702 Shares 9,192 Est. Cost $118.94 Unrealized -6.2%
DIS Walt Disney 1.2%
Value ($000) $1,680 Shares 26,045 Est. Cost $56.11 Unrealized +1.5%
C.R. Bard 1.2%
Value ($000) $1,670 Shares 14,499 Est. Cost $108.70 Unrealized
COR AmerisourceBergen 1.2%
Value ($000) $1,659 Shares 27,148 Est. Cost $38.92 Unrealized +8.2%
AT&T 1.2%
Value ($000) $1,647 Shares 48,686 Est. Cost $35.41 Unrealized
AMZN Amazon.com 1.2%
Value ($000) $1,610 Shares 5,151 Est. Cost $13.32 Unrealized +11.9%
CSCO Cisco Systems 1.1%
Value ($000) $1,497 Shares 63,893 Est. Cost $15.24 Unrealized +11.1%
MSFT Microsoft 1.0%
Value ($000) $1,457 Shares 43,777 Est. Cost $26.70 Unrealized +1.1%
Allergan, Inc. 1.0%
Value ($000) $1,451 Shares 16,044 Est. Cost $84.21 Unrealized
GWW W.W. Grainger 1.0%
Value ($000) $1,450 Shares 5,541 Est. Cost $201.89 Unrealized +5.4%
ConocoPhillips 1.0%
Value ($000) $1,422 Shares 20,458 Est. Cost $60.51 Unrealized
AGL Resources 1.0%
Value ($000) $1,406 Shares 30,552 Est. Cost $42.85 Unrealized
DHR Danaher 1.0%
Value ($000) $1,383 Shares 19,955 Est. Cost $25.01 Unrealized +9.6%
LOW Lowes 1.0%
Value ($000) $1,370 Shares 28,770 Est. Cost $32.16 Unrealized +13.2%
NextEra Energy 1.0%
Value ($000) $1,369 Shares 17,081 Est. Cost $81.48 Unrealized
CSL Carlisle 1.0%
Value ($000) $1,352 Shares 19,240 Est. Cost $55.89 Unrealized +3.4%
Stericycle 1.0%
Value ($000) $1,337 Shares 11,585 Est. Cost $110.94 Unrealized
APH Amphenol 0.9%
Value ($000) $1,313 Shares 16,970 Est. Cost $8.50 Unrealized +2.1%
TGT Target 0.9%
Value ($000) $1,304 Shares 20,382 Est. Cost $47.95 Unrealized -1.6%
CLX Clorox 0.9%
Value ($000) $1,264 Shares 15,473 Est. Cost $60.00 Unrealized -1.1%
QCOM Qualcomm 0.9%
Value ($000) $1,250 Shares 18,568 Est. Cost $45.21 Unrealized +3.0%
Coach 0.9%
Value ($000) $1,196 Shares 21,940 Est. Cost $54.51 Unrealized
VZ Verizon 0.8%
Value ($000) $1,178 Shares 25,231 Est. Cost $27.04 Unrealized -3.4%
CVS CVS/Caremark 0.8%
Value ($000) $1,166 Shares 20,542 Est. Cost $41.44 Unrealized +3.2%
ROP Roper Industries 0.8%
Value ($000) $1,143 Shares 8,601 Est. Cost $113.55 Unrealized +5.0%
TXN Texas Instruments 0.8%
Value ($000) $1,121 Shares 27,816 Est. Cost $25.31 Unrealized +9.5%
GPC Genuine Parts 0.8%
Value ($000) $1,115 Shares 13,780 Est. Cost $54.12 Unrealized +5.4%
EMC 0.8%
Value ($000) $1,107 Shares 43,307 Est. Cost $23.62 Unrealized
NOC Northrop Grumman 0.8%
Value ($000) $1,095 Shares 11,492 Est. Cost $62.64 Unrealized +19.5%
WFC Wells Fargo 0.8%
Value ($000) $1,067 Shares 25,816 Est. Cost $28.15 Unrealized +7.2%
Actavis 0.8%
Value ($000) $1,059 Shares 7,354 Est. Cost $126.21 Unrealized
BDX Becton Dickinson 0.8%
Value ($000) $1,051 Shares 10,506 Est. Cost $78.11 Unrealized +3.2%
Royal Dutch Shell 'A' 0.7%
Value ($000) $1,003 Shares 15,273 Est. Cost $63.80 Unrealized
AAPL Apple 0.7%
Value ($000) $995 Shares 2,088 Est. Cost $13.16 Unrealized +8.5%
ORLY O'Reilly Auto 0.7%
Value ($000) $979 Shares 7,675 Est. Cost $7.19 Unrealized +13.6%
Baker Hughes 0.7%
Value ($000) $962 Shares 19,598 Est. Cost $46.12 Unrealized
INTU Intuit 0.6%
Value ($000) $846 Shares 12,760 Est. Cost $54.39 Unrealized +6.9%
SHW Sherwin-Williams 0.6%
Value ($000) $835 Shares 4,584 Est. Cost $53.48 Unrealized -2.3%
UNH UnitedHealth Group 0.6%
Value ($000) $824 Shares 11,500 Est. Cost $50.75 Unrealized +15.5%
HON Honeywell 0.6%
Value ($000) $802 Shares 9,656 Est. Cost $53.13 Unrealized +8.2%
Cerner 0.6%
Value ($000) $787 Shares 14,980 Est. Cost $62.74 Unrealized
DLTR Dollar Tree 0.6%
Value ($000) $782 Shares 13,675 Est. Cost $48.73 Unrealized +10.8%
BAX Baxter International 0.6%
Value ($000) $779 Shares 11,861 Est. Cost $30.42 Unrealized +2.1%
MKC McCormick 0.6%
Value ($000) $777 Shares 12,015 Est. Cost $28.19 Unrealized -2.1%
BUD Anheuser-Busch InBev 0.5%
Value ($000) $763 Shares 7,695 Est. Cost $90.29 Unrealized
FAST Fastenal Co. 0.5%
Value ($000) $754 Shares 14,996 Est. Cost $8.84 Unrealized -2.8%
Jacobs Engineering 0.5%
Value ($000) $714 Shares 12,275 Est. Cost $55.19 Unrealized
St. Jude Medical 0.5%
Value ($000) $708 Shares 13,200 Est. Cost $45.63 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $693 Shares 20,888 Est. Cost $28.75 Unrealized -3.6%
Teradata 0.5%
Value ($000) $692 Shares 12,485 Est. Cost $53.11 Unrealized
Dominion Resources 0.5%
Value ($000) $686 Shares 10,980 Est. Cost $56.86 Unrealized
DCI Donaldson 0.5%
Value ($000) $668 Shares 17,510 Est. Cost $29.49 Unrealized +2.3%
NVO Novo Nordisk 0.5%
Value ($000) $654 Shares 3,867 Est. Cost $154.94 Unrealized
SO Southern Company 0.5%
Value ($000) $647 Shares 15,719 Est. Cost $26.14 Unrealized -3.1%
APD Air Products & Chem. 0.5%
Value ($000) $637 Shares 5,980 Est. Cost $61.55 Unrealized +13.9%
Bemis 0.4%
Value ($000) $602 Shares 15,426 Est. Cost $39.11 Unrealized
Life Technologies 0.4%
Value ($000) $578 Shares 7,718 Est. Cost $74.03 Unrealized
LMT Lockheed Martin 0.4%
Value ($000) $561 Shares 4,395 Est. Cost $72.15 Unrealized +19.2%
Chicago Bridge & Iron 0.4%
Value ($000) $544 Shares 8,025 Est. Cost $59.68 Unrealized
Unilever N.V. 0.4%
Value ($000) $499 Shares 13,222 Est. Cost $39.28 Unrealized
BB&T Corp. 0.3%
Value ($000) $462 Shares 13,695 Est. Cost $33.85 Unrealized
SJM J.M. Smucker 0.3%
Value ($000) $457 Shares 4,350 Est. Cost $70.84 Unrealized +6.9%
DE Deere 0.3%
Value ($000) $409 Shares 5,030 Est. Cost $68.04 Unrealized -3.1%
MAR Marriott Intl. Class A 0.3%
Value ($000) $401 Shares 9,525 Est. Cost $36.65 Unrealized -0.2%
Varian Med Sys Inc 0.3%
Value ($000) $397 Shares 5,318 Est. Cost $67.66 Unrealized
SBUX Starbucks 0.3%
Value ($000) $392 Shares 5,095 Est. Cost $25.81 Unrealized +9.5%
FDS Factset Research 0.3%
Value ($000) $375 Shares 3,440 Est. Cost $83.78 Unrealized +12.9%
FDX FedEx 0.2%
Value ($000) $324 Shares 2,837 Est. Cost $81.95 Unrealized +11.4%
Praxair 0.2%
Value ($000) $324 Shares 2,693 Est. Cost $115.35 Unrealized
KMB Kimberly Clark 0.2%
Value ($000) $290 Shares 3,080 Est. Cost $63.06 Unrealized -3.1%
Freeport-McMoRan 0.2%
Value ($000) $254 Shares 7,685 Est. Cost $27.79 Unrealized
General Electric 0.2%
Value ($000) $249 Shares 10,413 Est. Cost $23.14 Unrealized
Quest Diagnostics 0.2%
Value ($000) $240 Shares 3,890 Est. Cost $60.69 Unrealized
Tidewater Inc. 0.2%
Value ($000) $235 Shares 3,960 Est. Cost $57.08 Unrealized
BIIB Biogen IDEC Inc. 0.2%
Value ($000) $227 Shares 943 Est. Cost $213.68 Unrealized +4.7%
Apache Corp. 0.2%
Value ($000) $226 Shares 2,655 Est. Cost $83.84 Unrealized