EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 3, 2014

Total Value ($000): $150,689 (100.0% shares, 0.0% debt)

Holdings (111)

Google 1.7%
Value ($000) $2,612 Shares 2,331 Est. Cost $880.18 Unrealized
TMO Thermo Fisher Scientific 1.7%
Value ($000) $2,568 Shares 23,061 Est. Cost $79.76 Unrealized +19.9%
CTSH Cognizant Tech 1.7%
Value ($000) $2,497 Shares 24,732 Est. Cost $29.46 Unrealized +37.0%
Visa 1.6%
Value ($000) $2,420 Shares 10,866 Est. Cost $182.78 Unrealized
AXP American Express 1.5%
Value ($000) $2,320 Shares 25,569 Est. Cost $59.62 Unrealized +16.2%
XOM ExxonMobil 1.5%
Value ($000) $2,315 Shares 22,871 Est. Cost $53.69 Unrealized +4.2%
United Technologies 1.5%
Value ($000) $2,305 Shares 20,258 Est. Cost $92.93 Unrealized
ITW Illinois Tool Works 1.5%
Value ($000) $2,304 Shares 27,403 Est. Cost $49.85 Unrealized +19.3%
DOV Dover 1.5%
Value ($000) $2,255 Shares 23,355 Est. Cost $39.99 Unrealized +23.2%
FISV Fiserv 1.5%
Value ($000) $2,243 Shares 37,984 Est. Cost $24.43 Unrealized +10.4%
ECL Ecolab 1.5%
Value ($000) $2,239 Shares 21,477 Est. Cost $73.48 Unrealized +23.8%
JPM J.P. Morgan Chase 1.5%
Value ($000) $2,236 Shares 38,242 Est. Cost $36.24 Unrealized +9.4%
CL Colgate Palmolive 1.5%
Value ($000) $2,234 Shares 34,257 Est. Cost $44.38 Unrealized +9.1%
AFL AFLAC 1.5%
Value ($000) $2,225 Shares 33,303 Est. Cost $20.11 Unrealized +22.4%
Sigma-Aldrich Corp. 1.5%
Value ($000) $2,206 Shares 23,465 Est. Cost $80.43 Unrealized
SYK Stryker 1.5%
Value ($000) $2,187 Shares 29,104 Est. Cost $56.92 Unrealized +10.8%
JNJ Johnson & Johnson 1.4%
Value ($000) $2,153 Shares 23,506 Est. Cost $59.66 Unrealized +10.2%
NKE Nike 1.4%
Value ($000) $2,144 Shares 27,269 Est. Cost $26.77 Unrealized +22.7%
Oracle Corp. 1.4%
Value ($000) $2,126 Shares 55,579 Est. Cost $30.71 Unrealized
PEP PepsiCo 1.4%
Value ($000) $2,110 Shares 25,439 Est. Cost $56.00 Unrealized +3.1%
PG Procter & Gamble 1.4%
Value ($000) $2,097 Shares 25,761 Est. Cost $55.00 Unrealized +5.5%
CHD Church & Dwight 1.4%
Value ($000) $2,087 Shares 31,490 Est. Cost $26.18 Unrealized +4.1%
EMR Emerson Electric 1.4%
Value ($000) $2,077 Shares 29,594 Est. Cost $40.02 Unrealized +20.4%
COST Costco 1.4%
Value ($000) $2,065 Shares 17,347 Est. Cost $86.56 Unrealized +9.9%
SLB Schlumberger Ltd. 1.4%
Value ($000) $2,052 Shares 22,768 Est. Cost $53.04 Unrealized +22.6%
BALL Ball Corp. 1.4%
Value ($000) $2,041 Shares 39,515 Est. Cost $19.77 Unrealized +9.2%
CVX Chevron Corp. 1.3%
Value ($000) $2,030 Shares 16,248 Est. Cost $71.30 Unrealized +1.7%
GIS General Mills 1.3%
Value ($000) $2,020 Shares 40,472 Est. Cost $31.98 Unrealized +2.8%
Express Scripts 1.3%
Value ($000) $2,015 Shares 28,690 Est. Cost $61.73 Unrealized
DIS Walt Disney 1.3%
Value ($000) $1,993 Shares 26,086 Est. Cost $56.11 Unrealized +9.9%
AMGN Amgen 1.3%
Value ($000) $1,991 Shares 17,454 Est. Cost $73.34 Unrealized +10.6%
MMM 3M Co. 1.3%
Value ($000) $1,991 Shares 14,199 Est. Cost $61.26 Unrealized +18.6%
WMT Wal-Mart 1.3%
Value ($000) $1,984 Shares 25,210 Est. Cost $19.98 Unrealized +1.8%
Walgreen 1.3%
Value ($000) $1,970 Shares 34,304 Est. Cost $44.20 Unrealized
ADP Automatic Data Processing 1.3%
Value ($000) $1,950 Shares 24,138 Est. Cost $45.09 Unrealized +14.1%
MCD McDonalds 1.3%
Value ($000) $1,902 Shares 19,606 Est. Cost $71.78 Unrealized -2.5%
AMZN Amazon.com 1.3%
Value ($000) $1,894 Shares 4,749 Est. Cost $13.32 Unrealized +35.0%
Allergan, Inc. 1.2%
Value ($000) $1,792 Shares 16,134 Est. Cost $84.21 Unrealized
COR AmerisourceBergen 1.1%
Value ($000) $1,727 Shares 24,558 Est. Cost $38.92 Unrealized +24.7%
IBM IBM 1.1%
Value ($000) $1,719 Shares 9,165 Est. Cost $118.94 Unrealized -10.5%
QCOM Qualcomm 1.1%
Value ($000) $1,711 Shares 23,041 Est. Cost $46.21 Unrealized +9.0%
AT&T 1.1%
Value ($000) $1,673 Shares 47,585 Est. Cost $35.41 Unrealized
C.R. Bard 1.1%
Value ($000) $1,617 Shares 12,069 Est. Cost $108.70 Unrealized
MSFT Microsoft 1.0%
Value ($000) $1,567 Shares 41,899 Est. Cost $26.70 Unrealized +12.4%
CSL Carlisle 1.0%
Value ($000) $1,534 Shares 19,323 Est. Cost $55.89 Unrealized +12.9%
APH Amphenol 1.0%
Value ($000) $1,522 Shares 17,071 Est. Cost $8.50 Unrealized +8.4%
Anadarko Petroleum 1.0%
Value ($000) $1,505 Shares 18,975 Est. Cost $85.79 Unrealized
DHR Danaher 1.0%
Value ($000) $1,483 Shares 19,212 Est. Cost $25.01 Unrealized +18.8%
ConocoPhillips 1.0%
Value ($000) $1,480 Shares 20,950 Est. Cost $60.74 Unrealized
GWW W.W. Grainger 1.0%
Value ($000) $1,471 Shares 5,761 Est. Cost $202.33 Unrealized +5.5%
AGL Resources 1.0%
Value ($000) $1,467 Shares 31,070 Est. Cost $42.92 Unrealized
Cerner 1.0%
Value ($000) $1,467 Shares 26,321 Est. Cost $59.72 Unrealized
LOW Lowes 1.0%
Value ($000) $1,440 Shares 29,070 Est. Cost $32.23 Unrealized +21.4%
NextEra Energy 0.9%
Value ($000) $1,426 Shares 16,651 Est. Cost $81.48 Unrealized
CVS CVS/Caremark 0.9%
Value ($000) $1,407 Shares 19,662 Est. Cost $41.44 Unrealized +11.8%
CLX Clorox 0.9%
Value ($000) $1,359 Shares 14,653 Est. Cost $60.00 Unrealized +6.3%
Stericycle 0.9%
Value ($000) $1,333 Shares 11,473 Est. Cost $110.94 Unrealized
TGT Target 0.8%
Value ($000) $1,261 Shares 19,931 Est. Cost $47.95 Unrealized -7.0%
VZ Verizon 0.8%
Value ($000) $1,241 Shares 25,251 Est. Cost $27.04 Unrealized -1.6%
Coach 0.8%
Value ($000) $1,238 Shares 22,060 Est. Cost $54.51 Unrealized
Actavis 0.8%
Value ($000) $1,190 Shares 7,084 Est. Cost $167.98 Unrealized
NOC Northrop Grumman 0.8%
Value ($000) $1,183 Shares 10,322 Est. Cost $62.64 Unrealized +39.4%
WFC Wells Fargo 0.8%
Value ($000) $1,156 Shares 25,462 Est. Cost $28.15 Unrealized +9.3%
CSCO Cisco Systems 0.8%
Value ($000) $1,151 Shares 51,331 Est. Cost $15.24 Unrealized -0.2%
AAPL Apple 0.8%
Value ($000) $1,146 Shares 2,043 Est. Cost $13.16 Unrealized +24.4%
BDX Becton Dickinson 0.8%
Value ($000) $1,141 Shares 10,331 Est. Cost $78.11 Unrealized +9.8%
ROP Roper Industries 0.7%
Value ($000) $1,127 Shares 8,126 Est. Cost $113.55 Unrealized +6.4%
Royal Dutch Shell 'A' 0.7%
Value ($000) $1,123 Shares 15,752 Est. Cost $64.02 Unrealized
TXN Texas Instruments 0.7%
Value ($000) $1,105 Shares 25,176 Est. Cost $25.31 Unrealized +18.8%
GPC Genuine Parts 0.7%
Value ($000) $1,102 Shares 13,245 Est. Cost $54.12 Unrealized +5.7%
ORLY O'Reilly Auto 0.6%
Value ($000) $976 Shares 7,580 Est. Cost $7.19 Unrealized +17.2%
INTU Intuit 0.6%
Value ($000) $955 Shares 12,515 Est. Cost $54.39 Unrealized +19.5%
Baker Hughes 0.6%
Value ($000) $950 Shares 17,188 Est. Cost $46.12 Unrealized
EBAY Ebay 0.6%
Value ($000) $923 Shares 16,822 Est. Cost $19.70 Unrealized 0.0%
EMC 0.6%
Value ($000) $911 Shares 36,205 Est. Cost $23.62 Unrealized
ABT Abbott Laboratories 0.6%
Value ($000) $839 Shares 21,895 Est. Cost $28.77 Unrealized +1.6%
MKC McCormick 0.6%
Value ($000) $836 Shares 12,135 Est. Cost $28.19 Unrealized -4.2%
HON Honeywell 0.5%
Value ($000) $826 Shares 9,041 Est. Cost $53.13 Unrealized +14.5%
UNH UnitedHealth Group 0.5%
Value ($000) $817 Shares 10,855 Est. Cost $50.75 Unrealized +16.4%
SHW Sherwin-Williams 0.5%
Value ($000) $809 Shares 4,409 Est. Cost $53.48 Unrealized +2.1%
LMT Lockheed Martin 0.5%
Value ($000) $789 Shares 5,310 Est. Cost $76.46 Unrealized +27.1%
DLTR Dollar Tree 0.5%
Value ($000) $782 Shares 13,854 Est. Cost $48.85 Unrealized +17.9%
BUD Anheuser-Busch InBev 0.5%
Value ($000) $761 Shares 7,150 Est. Cost $90.29 Unrealized
St. Jude Medical 0.5%
Value ($000) $753 Shares 12,155 Est. Cost $45.63 Unrealized
DCI Donaldson 0.5%
Value ($000) $747 Shares 17,180 Est. Cost $29.49 Unrealized +13.0%
Jacobs Engineering 0.5%
Value ($000) $746 Shares 11,847 Est. Cost $55.19 Unrealized
NVO Novo Nordisk 0.5%
Value ($000) $734 Shares 3,972 Est. Cost $155.73 Unrealized
SO Southern Company 0.5%
Value ($000) $718 Shares 17,465 Est. Cost $25.98 Unrealized -5.5%
FAST Fastenal Co. 0.5%
Value ($000) $712 Shares 14,981 Est. Cost $8.84 Unrealized -1.0%
Dominion Resources 0.5%
Value ($000) $695 Shares 10,745 Est. Cost $56.86 Unrealized
Chicago Bridge & Iron 0.4%
Value ($000) $650 Shares 7,821 Est. Cost $59.68 Unrealized
APD Air Products & Chem. 0.4%
Value ($000) $639 Shares 5,720 Est. Cost $61.55 Unrealized +21.6%
Bemis 0.4%
Value ($000) $606 Shares 14,806 Est. Cost $39.11 Unrealized
Unilever N.V. 0.4%
Value ($000) $537 Shares 13,349 Est. Cost $39.28 Unrealized
BB&T Corp. 0.4%
Value ($000) $529 Shares 14,173 Est. Cost $33.97 Unrealized
MAR Marriott Intl. Class A 0.3%
Value ($000) $455 Shares 9,226 Est. Cost $36.65 Unrealized +10.0%
DE Deere 0.3%
Value ($000) $445 Shares 4,870 Est. Cost $68.04 Unrealized -0.9%
SBUX Starbucks 0.3%
Value ($000) $440 Shares 5,609 Est. Cost $26.31 Unrealized +18.6%
BAX Baxter International 0.3%
Value ($000) $411 Shares 5,913 Est. Cost $30.42 Unrealized -3.9%
SJM J.M. Smucker 0.3%
Value ($000) $410 Shares 3,960 Est. Cost $70.84 Unrealized +5.2%
Varian Med Sys Inc 0.3%
Value ($000) $397 Shares 5,110 Est. Cost $67.66 Unrealized
FDX FedEx 0.3%
Value ($000) $394 Shares 2,742 Est. Cost $81.95 Unrealized +36.8%
Praxair 0.2%
Value ($000) $376 Shares 2,888 Est. Cost $116.35 Unrealized
FDS Factset Research 0.2%
Value ($000) $374 Shares 3,440 Est. Cost $83.78 Unrealized +16.4%
HD Home Depot 0.2%
Value ($000) $347 Shares 4,211 Est. Cost $58.72 Unrealized 0.0%
BIIB Biogen IDEC Inc. 0.2%
Value ($000) $336 Shares 1,203 Est. Cost $223.40 Unrealized +15.8%
Freeport-McMoRan 0.2%
Value ($000) $333 Shares 8,821 Est. Cost $29.08 Unrealized
General Electric 0.2%
Value ($000) $287 Shares 10,228 Est. Cost $23.14 Unrealized
KMB Kimberly Clark 0.2%
Value ($000) $286 Shares 2,740 Est. Cost $63.06 Unrealized +5.2%
Life Technologies 0.1%
Value ($000) $222 Shares 2,935 Est. Cost $74.03 Unrealized
Tidewater Inc. 0.1%
Value ($000) $214 Shares 3,605 Est. Cost $57.08 Unrealized