EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 1, 2014

Total Value ($000): $152,108 (100.0% shares, 0.0% debt)

Holdings (113)

CTSH Cognizant Tech 1.6%
Value ($000) $2,446 Shares 48,346 Est. Cost $36.71 Unrealized +20.7%
TMO Thermo Fisher Scientific 1.6%
Value ($000) $2,412 Shares 20,057 Est. Cost $79.76 Unrealized +43.5%
Google Class A 1.6%
Value ($000) $2,369 Shares 2,126 Est. Cost $880.18 Unrealized
United Technologies 1.6%
Value ($000) $2,358 Shares 20,179 Est. Cost $92.93 Unrealized
SYK Stryker 1.5%
Value ($000) $2,347 Shares 28,806 Est. Cost $56.92 Unrealized +21.3%
JPM J.P. Morgan Chase 1.5%
Value ($000) $2,341 Shares 38,554 Est. Cost $36.24 Unrealized +16.1%
Visa 1.5%
Value ($000) $2,298 Shares 10,648 Est. Cost $182.78 Unrealized
Oracle Corp. 1.5%
Value ($000) $2,298 Shares 56,168 Est. Cost $30.81 Unrealized
AXP American Express 1.5%
Value ($000) $2,278 Shares 25,299 Est. Cost $59.62 Unrealized +26.6%
JNJ Johnson & Johnson 1.5%
Value ($000) $2,269 Shares 23,100 Est. Cost $59.66 Unrealized +11.7%
ECL Ecolab 1.5%
Value ($000) $2,263 Shares 20,955 Est. Cost $73.48 Unrealized +25.1%
Walgreen 1.5%
Value ($000) $2,249 Shares 34,059 Est. Cost $44.20 Unrealized
XOM ExxonMobil 1.5%
Value ($000) $2,238 Shares 22,912 Est. Cost $53.69 Unrealized +8.2%
CL Colgate Palmolive 1.5%
Value ($000) $2,226 Shares 34,308 Est. Cost $44.38 Unrealized +7.9%
SLB Schlumberger Ltd. 1.5%
Value ($000) $2,226 Shares 22,832 Est. Cost $53.04 Unrealized +23.5%
FISV Fiserv 1.5%
Value ($000) $2,208 Shares 38,946 Est. Cost $24.54 Unrealized +16.6%
ITW Illinois Tool Works 1.4%
Value ($000) $2,202 Shares 27,076 Est. Cost $49.85 Unrealized +22.9%
Sigma-Aldrich Corp. 1.4%
Value ($000) $2,147 Shares 22,993 Est. Cost $80.43 Unrealized
CHD Church & Dwight 1.4%
Value ($000) $2,145 Shares 31,061 Est. Cost $26.18 Unrealized +7.7%
AMGN Amgen 1.4%
Value ($000) $2,139 Shares 17,341 Est. Cost $73.34 Unrealized +18.5%
Express Scripts 1.4%
Value ($000) $2,130 Shares 28,360 Est. Cost $61.73 Unrealized
PEP PepsiCo 1.4%
Value ($000) $2,128 Shares 25,488 Est. Cost $56.00 Unrealized +1.5%
AFL AFLAC 1.4%
Value ($000) $2,117 Shares 33,584 Est. Cost $20.11 Unrealized +19.3%
DIS Walt Disney 1.4%
Value ($000) $2,114 Shares 26,406 Est. Cost $56.27 Unrealized +23.8%
BALL Ball Corp. 1.4%
Value ($000) $2,113 Shares 38,545 Est. Cost $19.77 Unrealized +19.0%
PG Procter & Gamble 1.4%
Value ($000) $2,090 Shares 25,925 Est. Cost $55.00 Unrealized +2.7%
GIS General Mills 1.4%
Value ($000) $2,064 Shares 39,832 Est. Cost $31.98 Unrealized +3.1%
Allergan, Inc. 1.3%
Value ($000) $2,013 Shares 16,224 Est. Cost $84.21 Unrealized
NKE Nike 1.3%
Value ($000) $1,988 Shares 26,914 Est. Cost $26.77 Unrealized +21.6%
EMR Emerson Electric 1.3%
Value ($000) $1,979 Shares 29,631 Est. Cost $40.02 Unrealized +19.4%
CVX Chevron Corp. 1.3%
Value ($000) $1,978 Shares 16,634 Est. Cost $71.28 Unrealized -1.3%
COST Costco 1.3%
Value ($000) $1,947 Shares 17,432 Est. Cost $86.56 Unrealized +5.5%
WMT Wal-Mart 1.3%
Value ($000) $1,925 Shares 25,191 Est. Cost $19.98 Unrealized -0.4%
MCD McDonalds 1.3%
Value ($000) $1,920 Shares 19,581 Est. Cost $71.78 Unrealized -2.1%
DOV Dover 1.3%
Value ($000) $1,914 Shares 23,408 Est. Cost $39.99 Unrealized +25.8%
MMM 3M Co. 1.3%
Value ($000) $1,902 Shares 14,023 Est. Cost $61.26 Unrealized +24.5%
QCOM Qualcomm 1.2%
Value ($000) $1,872 Shares 23,735 Est. Cost $46.44 Unrealized +16.3%
ADP Automatic Data Processing 1.2%
Value ($000) $1,804 Shares 23,348 Est. Cost $45.09 Unrealized +16.3%
IBM IBM 1.2%
Value ($000) $1,766 Shares 9,175 Est. Cost $118.94 Unrealized -8.2%
C.R. Bard 1.1%
Value ($000) $1,734 Shares 11,719 Est. Cost $108.70 Unrealized
MSFT Microsoft 1.1%
Value ($000) $1,690 Shares 41,234 Est. Cost $26.70 Unrealized +17.1%
AT&T 1.1%
Value ($000) $1,686 Shares 48,074 Est. Cost $35.41 Unrealized
NextEra Energy 1.1%
Value ($000) $1,675 Shares 17,518 Est. Cost $82.18 Unrealized
AMZN Amazon.com 1.1%
Value ($000) $1,614 Shares 4,797 Est. Cost $13.37 Unrealized +38.8%
Anadarko Petroleum 1.0%
Value ($000) $1,560 Shares 18,405 Est. Cost $85.79 Unrealized
ConocoPhillips 1.0%
Value ($000) $1,541 Shares 21,898 Est. Cost $61.16 Unrealized
CSL Carlisle 1.0%
Value ($000) $1,533 Shares 19,319 Est. Cost $55.89 Unrealized +19.9%
Cerner 1.0%
Value ($000) $1,529 Shares 27,187 Est. Cost $59.61 Unrealized
APH Amphenol 1.0%
Value ($000) $1,526 Shares 16,646 Est. Cost $8.50 Unrealized +17.1%
Actavis 1.0%
Value ($000) $1,525 Shares 7,407 Est. Cost $169.64 Unrealized
COR AmerisourceBergen 1.0%
Value ($000) $1,516 Shares 23,120 Est. Cost $38.92 Unrealized +26.6%
GWW W.W. Grainger 1.0%
Value ($000) $1,473 Shares 5,828 Est. Cost $202.37 Unrealized +1.6%
AGL Resources 0.9%
Value ($000) $1,441 Shares 29,426 Est. Cost $42.92 Unrealized
DHR Danaher 0.9%
Value ($000) $1,414 Shares 18,847 Est. Cost $25.01 Unrealized +23.1%
LOW Lowes 0.9%
Value ($000) $1,410 Shares 28,832 Est. Cost $32.23 Unrealized +21.1%
WFC Wells Fargo 0.9%
Value ($000) $1,379 Shares 27,715 Est. Cost $28.58 Unrealized +16.9%
CVS CVS/Caremark 0.9%
Value ($000) $1,337 Shares 17,862 Est. Cost $41.44 Unrealized +23.3%
Stericycle 0.9%
Value ($000) $1,325 Shares 11,660 Est. Cost $110.98 Unrealized
VZ Verizon 0.8%
Value ($000) $1,206 Shares 25,346 Est. Cost $27.04 Unrealized -4.3%
CLX Clorox 0.8%
Value ($000) $1,200 Shares 13,633 Est. Cost $60.00 Unrealized +4.5%
BDX Becton Dickinson 0.8%
Value ($000) $1,176 Shares 10,041 Est. Cost $78.11 Unrealized +17.0%
NOC Northrop Grumman 0.8%
Value ($000) $1,162 Shares 9,421 Est. Cost $62.64 Unrealized +55.1%
Royal Dutch Shell 'A' 0.8%
Value ($000) $1,158 Shares 15,852 Est. Cost $64.02 Unrealized
GPC Genuine Parts 0.7%
Value ($000) $1,120 Shares 12,900 Est. Cost $54.12 Unrealized +11.0%
TGT Target 0.7%
Value ($000) $1,116 Shares 18,436 Est. Cost $47.95 Unrealized -13.2%
CSCO Cisco Systems 0.7%
Value ($000) $1,110 Shares 49,525 Est. Cost $15.24 Unrealized +0.4%
AAPL Apple 0.7%
Value ($000) $1,094 Shares 2,039 Est. Cost $13.16 Unrealized +26.0%
Coach 0.7%
Value ($000) $1,067 Shares 21,485 Est. Cost $54.51 Unrealized
ROP Roper Industries 0.7%
Value ($000) $1,054 Shares 7,891 Est. Cost $113.55 Unrealized +11.6%
ORLY O'Reilly Auto 0.7%
Value ($000) $1,028 Shares 6,930 Est. Cost $7.19 Unrealized +32.6%
TXN Texas Instruments 0.7%
Value ($000) $1,015 Shares 21,518 Est. Cost $25.31 Unrealized +26.2%
EBAY Ebay 0.6%
Value ($000) $987 Shares 17,867 Est. Cost $19.76 Unrealized +4.6%
Baker Hughes 0.6%
Value ($000) $981 Shares 15,093 Est. Cost $46.12 Unrealized
EMC 0.6%
Value ($000) $960 Shares 35,040 Est. Cost $23.62 Unrealized
INTU Intuit 0.6%
Value ($000) $937 Shares 12,050 Est. Cost $54.39 Unrealized +27.3%
NVO Novo Nordisk 0.6%
Value ($000) $903 Shares 19,775 Est. Cost $67.77 Unrealized
LMT Lockheed Martin 0.6%
Value ($000) $883 Shares 5,410 Est. Cost $77.15 Unrealized +46.9%
ABT Abbott Laboratories 0.6%
Value ($000) $844 Shares 21,927 Est. Cost $28.77 Unrealized +6.8%
SHW Sherwin-Williams 0.6%
Value ($000) $842 Shares 4,269 Est. Cost $53.48 Unrealized +7.8%
UNH UnitedHealth Group 0.6%
Value ($000) $838 Shares 10,215 Est. Cost $50.75 Unrealized +22.4%
SO Southern Company 0.5%
Value ($000) $807 Shares 18,375 Est. Cost $25.94 Unrealized -2.6%
HON Honeywell 0.5%
Value ($000) $795 Shares 8,567 Est. Cost $53.13 Unrealized +21.8%
Dominion Resources 0.5%
Value ($000) $753 Shares 10,610 Est. Cost $56.86 Unrealized
St. Jude Medical 0.5%
Value ($000) $750 Shares 11,465 Est. Cost $45.63 Unrealized
FAST Fastenal Co. 0.5%
Value ($000) $741 Shares 15,036 Est. Cost $8.84 Unrealized -3.1%
Jacobs Engineering 0.5%
Value ($000) $737 Shares 11,612 Est. Cost $55.19 Unrealized
BUD Anheuser-Busch InBev 0.5%
Value ($000) $730 Shares 6,930 Est. Cost $90.29 Unrealized
DCI Donaldson 0.5%
Value ($000) $722 Shares 17,020 Est. Cost $29.49 Unrealized +17.1%
DLTR Dollar Tree 0.5%
Value ($000) $714 Shares 13,682 Est. Cost $48.85 Unrealized +8.9%
HD Home Depot 0.5%
Value ($000) $692 Shares 8,751 Est. Cost $59.51 Unrealized +1.2%
Chicago Bridge & Iron 0.4%
Value ($000) $657 Shares 7,540 Est. Cost $59.68 Unrealized
APD Air Products & Chem. 0.4%
Value ($000) $642 Shares 5,390 Est. Cost $61.55 Unrealized +28.8%
SBUX Starbucks 0.4%
Value ($000) $568 Shares 7,739 Est. Cost $27.13 Unrealized +8.0%
Bemis 0.4%
Value ($000) $561 Shares 14,290 Est. Cost $39.11 Unrealized
Unilever N.V. 0.4%
Value ($000) $551 Shares 13,402 Est. Cost $39.28 Unrealized
LLY Eli Lilly 0.4%
Value ($000) $548 Shares 9,305 Est. Cost $44.54 Unrealized 0.0%
EW Edwards Lifesciences 0.4%
Value ($000) $541 Shares 7,295 Est. Cost $11.54 Unrealized 0.0%
MAR Marriott Intl. Class A 0.3%
Value ($000) $497 Shares 8,874 Est. Cost $36.65 Unrealized +25.2%
BB&T Corp. 0.3%
Value ($000) $476 Shares 11,860 Est. Cost $33.97 Unrealized
MKC McCormick 0.3%
Value ($000) $469 Shares 6,535 Est. Cost $28.19 Unrealized -5.0%
BIIB Biogen IDEC Inc. 0.3%
Value ($000) $432 Shares 1,412 Est. Cost $237.32 Unrealized +33.8%
Varian Med Sys Inc 0.3%
Value ($000) $422 Shares 5,020 Est. Cost $67.66 Unrealized
DE Deere 0.3%
Value ($000) $405 Shares 4,460 Est. Cost $68.04 Unrealized +3.0%
Praxair 0.3%
Value ($000) $402 Shares 3,073 Est. Cost $117.22 Unrealized
Freeport-McMoRan 0.3%
Value ($000) $384 Shares 11,625 Est. Cost $30.03 Unrealized
SJM J.M. Smucker 0.2%
Value ($000) $363 Shares 3,730 Est. Cost $70.84 Unrealized -3.0%
FDX FedEx 0.2%
Value ($000) $360 Shares 2,712 Est. Cost $81.95 Unrealized +40.5%
FDS Factset Research 0.2%
Value ($000) $351 Shares 3,255 Est. Cost $83.78 Unrealized +11.3%
KMB Kimberly Clark 0.2%
Value ($000) $288 Shares 2,610 Est. Cost $63.06 Unrealized +10.0%
General Electric 0.2%
Value ($000) $260 Shares 10,038 Est. Cost $23.14 Unrealized
Knowles 0.2%
Value ($000) $233 Shares 7,378 Est. Cost $31.58 Unrealized
GlaxoSmithkline PLC 0.1%
Value ($000) $225 Shares 4,210 Est. Cost $53.44 Unrealized
Whole Foods Market 0.1%
Value ($000) $220 Shares 4,340 Est. Cost $50.69 Unrealized