EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 1, 2014

Total Value ($000): $150,536 (100.0% shares, 0.0% debt)

Holdings (121)

SLB Schlumberger Ltd. 1.6%
Value ($000) $2,421 Shares 20,524 Est. Cost $53.04 Unrealized +41.1%
JNJ Johnson & Johnson 1.5%
Value ($000) $2,240 Shares 21,409 Est. Cost $59.66 Unrealized +22.6%
DIS Walt Disney 1.5%
Value ($000) $2,237 Shares 26,092 Est. Cost $56.27 Unrealized +30.5%
BALL Ball Corp. 1.5%
Value ($000) $2,229 Shares 35,555 Est. Cost $19.77 Unrealized +31.7%
Allergan, Inc. 1.5%
Value ($000) $2,227 Shares 13,163 Est. Cost $84.21 Unrealized
XOM ExxonMobil 1.5%
Value ($000) $2,211 Shares 21,957 Est. Cost $53.69 Unrealized +15.2%
SYK Stryker 1.5%
Value ($000) $2,186 Shares 25,923 Est. Cost $56.92 Unrealized +25.0%
CTSH Cognizant Tech 1.5%
Value ($000) $2,183 Shares 44,638 Est. Cost $36.71 Unrealized +17.7%
CL Colgate Palmolive 1.4%
Value ($000) $2,170 Shares 31,825 Est. Cost $44.38 Unrealized +15.4%
AXP American Express 1.4%
Value ($000) $2,166 Shares 22,827 Est. Cost $59.62 Unrealized +28.1%
TMO Thermo Fisher Scientific 1.4%
Value ($000) $2,159 Shares 18,296 Est. Cost $79.76 Unrealized +42.2%
United Technologies 1.4%
Value ($000) $2,150 Shares 18,625 Est. Cost $92.93 Unrealized
ITW Illinois Tool Works 1.4%
Value ($000) $2,141 Shares 24,454 Est. Cost $49.85 Unrealized +31.3%
Sigma-Aldrich Corp. 1.4%
Value ($000) $2,131 Shares 20,997 Est. Cost $80.43 Unrealized
PEP PepsiCo 1.4%
Value ($000) $2,131 Shares 23,849 Est. Cost $56.00 Unrealized +8.8%
ECL Ecolab 1.4%
Value ($000) $2,125 Shares 19,085 Est. Cost $73.48 Unrealized +28.3%
Visa 1.4%
Value ($000) $2,109 Shares 10,010 Est. Cost $182.78 Unrealized
Walgreen 1.4%
Value ($000) $2,106 Shares 28,415 Est. Cost $44.20 Unrealized
Oracle Corp. 1.4%
Value ($000) $2,094 Shares 51,677 Est. Cost $30.81 Unrealized
CVX Chevron Corp. 1.4%
Value ($000) $2,088 Shares 15,997 Est. Cost $71.28 Unrealized +6.5%
CHD Church & Dwight 1.4%
Value ($000) $2,080 Shares 29,731 Est. Cost $26.18 Unrealized +12.1%
JPM J.P. Morgan Chase 1.4%
Value ($000) $2,057 Shares 35,703 Est. Cost $36.24 Unrealized +13.7%
FISV Fiserv 1.4%
Value ($000) $2,055 Shares 34,066 Est. Cost $24.54 Unrealized +20.8%
DOV Dover 1.3%
Value ($000) $1,997 Shares 21,957 Est. Cost $39.99 Unrealized +42.0%
NKE Nike 1.3%
Value ($000) $1,963 Shares 25,315 Est. Cost $26.77 Unrealized +20.1%
AMGN Amgen 1.3%
Value ($000) $1,952 Shares 16,491 Est. Cost $73.34 Unrealized +13.7%
PG Procter & Gamble 1.3%
Value ($000) $1,951 Shares 24,819 Est. Cost $55.00 Unrealized +6.0%
GIS General Mills 1.3%
Value ($000) $1,945 Shares 37,021 Est. Cost $31.98 Unrealized +11.9%
AFL AFLAC 1.3%
Value ($000) $1,926 Shares 30,945 Est. Cost $20.11 Unrealized +17.8%
COST Costco 1.3%
Value ($000) $1,910 Shares 16,582 Est. Cost $86.56 Unrealized +6.1%
MCD McDonalds 1.2%
Value ($000) $1,877 Shares 18,634 Est. Cost $71.78 Unrealized +4.2%
Express Scripts 1.2%
Value ($000) $1,872 Shares 27,004 Est. Cost $61.73 Unrealized
MMM 3M Co. 1.2%
Value ($000) $1,866 Shares 13,024 Est. Cost $61.26 Unrealized +32.3%
Anadarko Petroleum 1.2%
Value ($000) $1,825 Shares 16,667 Est. Cost $85.79 Unrealized
EMR Emerson Electric 1.2%
Value ($000) $1,825 Shares 27,502 Est. Cost $40.02 Unrealized +22.8%
QCOM Qualcomm 1.2%
Value ($000) $1,819 Shares 22,962 Est. Cost $46.44 Unrealized +23.4%
ADP Automatic Data Processing 1.2%
Value ($000) $1,809 Shares 22,813 Est. Cost $45.09 Unrealized +17.2%
ConocoPhillips 1.2%
Value ($000) $1,778 Shares 20,735 Est. Cost $61.16 Unrealized
WMT Wal-Mart 1.2%
Value ($000) $1,770 Shares 23,579 Est. Cost $19.98 Unrealized +2.7%
APH Amphenol 1.2%
Value ($000) $1,735 Shares 18,006 Est. Cost $8.67 Unrealized +23.1%
IBM IBM 1.1%
Value ($000) $1,694 Shares 9,345 Est. Cost $118.82 Unrealized -5.5%
MSFT Microsoft 1.1%
Value ($000) $1,638 Shares 39,278 Est. Cost $26.70 Unrealized +27.2%
COR AmerisourceBergen 1.1%
Value ($000) $1,611 Shares 22,172 Est. Cost $38.92 Unrealized +28.0%
Actavis 1.1%
Value ($000) $1,601 Shares 7,179 Est. Cost $169.64 Unrealized
AGL Resources 1.1%
Value ($000) $1,596 Shares 29,011 Est. Cost $42.92 Unrealized
AT&T 1.0%
Value ($000) $1,552 Shares 43,885 Est. Cost $35.41 Unrealized
NextEra Energy 1.0%
Value ($000) $1,535 Shares 14,981 Est. Cost $82.18 Unrealized
CSL Carlisle 1.0%
Value ($000) $1,465 Shares 16,910 Est. Cost $55.89 Unrealized +28.5%
AMZN Amazon.com 1.0%
Value ($000) $1,463 Shares 4,504 Est. Cost $13.37 Unrealized +18.3%
DHR Danaher 0.9%
Value ($000) $1,409 Shares 17,892 Est. Cost $25.01 Unrealized +24.4%
ORLY O'Reilly Auto 0.9%
Value ($000) $1,361 Shares 9,036 Est. Cost $7.82 Unrealized +26.2%
GWW W.W. Grainger 0.9%
Value ($000) $1,334 Shares 5,245 Est. Cost $202.37 Unrealized +4.4%
VZ Verizon 0.9%
Value ($000) $1,333 Shares 27,242 Est. Cost $27.02 Unrealized -0.8%
Stericycle 0.9%
Value ($000) $1,325 Shares 11,190 Est. Cost $110.98 Unrealized
Cerner 0.9%
Value ($000) $1,298 Shares 25,170 Est. Cost $59.61 Unrealized
CVS CVS/Caremark 0.9%
Value ($000) $1,295 Shares 17,187 Est. Cost $41.44 Unrealized +32.5%
LOW Lowes 0.8%
Value ($000) $1,276 Shares 26,593 Est. Cost $32.23 Unrealized +17.4%
Royal Dutch Shell 'A' 0.8%
Value ($000) $1,266 Shares 15,369 Est. Cost $64.02 Unrealized
WFC Wells Fargo 0.8%
Value ($000) $1,248 Shares 23,743 Est. Cost $28.58 Unrealized +27.0%
C.R. Bard 0.8%
Value ($000) $1,241 Shares 8,681 Est. Cost $108.70 Unrealized
CLX Clorox 0.8%
Value ($000) $1,239 Shares 13,560 Est. Cost $60.00 Unrealized +7.5%
AAPL Apple 0.8%
Value ($000) $1,221 Shares 13,135 Est. Cost $17.80 Unrealized +4.8%
Google Class A 0.8%
Value ($000) $1,179 Shares 2,016 Est. Cost $880.18 Unrealized
ROP Roper Industries 0.8%
Value ($000) $1,174 Shares 8,041 Est. Cost $113.86 Unrealized +14.3%
GPC Genuine Parts 0.8%
Value ($000) $1,130 Shares 12,870 Est. Cost $54.12 Unrealized +13.9%
Baker Hughes 0.7%
Value ($000) $1,123 Shares 15,088 Est. Cost $46.12 Unrealized
BDX Becton Dickinson 0.7%
Value ($000) $1,104 Shares 9,336 Est. Cost $78.11 Unrealized +21.3%
Google Class C 0.7%
Value ($000) $1,099 Shares 1,910 Est. Cost $575.39 Unrealized
NOC Northrop Grumman 0.7%
Value ($000) $1,079 Shares 9,018 Est. Cost $62.64 Unrealized +59.0%
CSCO Cisco Systems 0.7%
Value ($000) $1,048 Shares 42,180 Est. Cost $15.24 Unrealized +9.2%
TXN Texas Instruments 0.7%
Value ($000) $997 Shares 20,870 Est. Cost $25.31 Unrealized +34.4%
INTU Intuit 0.6%
Value ($000) $932 Shares 11,570 Est. Cost $54.39 Unrealized +29.0%
LMT Lockheed Martin 0.6%
Value ($000) $930 Shares 5,786 Est. Cost $79.82 Unrealized +48.2%
ABT Abbott Laboratories 0.6%
Value ($000) $921 Shares 22,512 Est. Cost $28.84 Unrealized +9.2%
TGT Target 0.6%
Value ($000) $906 Shares 15,630 Est. Cost $47.95 Unrealized -13.2%
HD Home Depot 0.6%
Value ($000) $891 Shares 11,005 Est. Cost $59.63 Unrealized +0.8%
EBAY Ebay 0.6%
Value ($000) $889 Shares 17,762 Est. Cost $19.76 Unrealized -1.9%
SHW Sherwin-Williams 0.6%
Value ($000) $858 Shares 4,149 Est. Cost $53.48 Unrealized +11.9%
SO Southern Company 0.6%
Value ($000) $834 Shares 18,370 Est. Cost $25.94 Unrealized +3.9%
UNH UnitedHealth Group 0.6%
Value ($000) $830 Shares 10,148 Est. Cost $50.75 Unrealized +28.5%
NVO Novo Nordisk 0.5%
Value ($000) $824 Shares 17,840 Est. Cost $67.77 Unrealized
EMC 0.5%
Value ($000) $791 Shares 30,020 Est. Cost $23.62 Unrealized
HON Honeywell 0.5%
Value ($000) $767 Shares 8,257 Est. Cost $53.13 Unrealized +23.7%
BUD Anheuser-Busch InBev 0.5%
Value ($000) $766 Shares 6,665 Est. Cost $90.29 Unrealized
Dominion Resources 0.5%
Value ($000) $747 Shares 10,445 Est. Cost $56.86 Unrealized
St. Jude Medical 0.5%
Value ($000) $743 Shares 10,730 Est. Cost $45.63 Unrealized
DCI Donaldson 0.5%
Value ($000) $733 Shares 17,315 Est. Cost $29.57 Unrealized +16.2%
FAST Fastenal Co. 0.5%
Value ($000) $723 Shares 14,601 Est. Cost $8.84 Unrealized +3.0%
LLY Eli Lilly 0.5%
Value ($000) $689 Shares 11,084 Est. Cost $45.10 Unrealized +6.5%
SBUX Starbucks 0.5%
Value ($000) $689 Shares 8,903 Est. Cost $27.36 Unrealized +5.5%
APD Air Products & Chem. 0.5%
Value ($000) $680 Shares 5,290 Est. Cost $61.55 Unrealized +36.3%
Jacobs Engineering 0.4%
Value ($000) $646 Shares 12,132 Est. Cost $55.11 Unrealized
DE Deere 0.4%
Value ($000) $644 Shares 7,117 Est. Cost $70.31 Unrealized +5.4%
Bemis 0.4%
Value ($000) $633 Shares 15,570 Est. Cost $39.24 Unrealized
EW Edwards Lifesciences 0.4%
Value ($000) $623 Shares 7,260 Est. Cost $11.54 Unrealized +17.5%
DLTR Dollar Tree 0.4%
Value ($000) $621 Shares 11,395 Est. Cost $48.85 Unrealized +7.6%
Unilever N.V. 0.4%
Value ($000) $583 Shares 13,312 Est. Cost $39.28 Unrealized
IDXX IDEXX Laboratories 0.4%
Value ($000) $564 Shares 4,225 Est. Cost $63.58 Unrealized 0.0%
Freeport-McMoRan 0.4%
Value ($000) $531 Shares 14,550 Est. Cost $31.33 Unrealized
MAR Marriott Intl. Class A 0.3%
Value ($000) $487 Shares 7,599 Est. Cost $36.65 Unrealized +44.3%
BIIB Biogen IDEC Inc. 0.3%
Value ($000) $480 Shares 1,522 Est. Cost $241.92 Unrealized +24.4%
MKC McCormick 0.3%
Value ($000) $468 Shares 6,535 Est. Cost $28.19 Unrealized +1.3%
BB&T Corp. 0.3%
Value ($000) $466 Shares 11,810 Est. Cost $33.97 Unrealized
Whole Foods Market 0.3%
Value ($000) $465 Shares 12,025 Est. Cost $43.01 Unrealized
Praxair 0.3%
Value ($000) $421 Shares 3,168 Est. Cost $117.69 Unrealized
SJM J.M. Smucker 0.3%
Value ($000) $405 Shares 3,805 Est. Cost $70.86 Unrealized +0.8%
FDX FedEx 0.3%
Value ($000) $399 Shares 2,637 Est. Cost $81.95 Unrealized +44.6%
Chicago Bridge & Iron 0.3%
Value ($000) $398 Shares 5,843 Est. Cost $59.68 Unrealized
FDS Factset Research 0.3%
Value ($000) $392 Shares 3,255 Est. Cost $83.78 Unrealized +14.6%
Varian Med Sys Inc 0.3%
Value ($000) $382 Shares 4,600 Est. Cost $67.66 Unrealized
Coach 0.2%
Value ($000) $284 Shares 8,305 Est. Cost $54.51 Unrealized
KMB Kimberly Clark 0.2%
Value ($000) $280 Shares 2,515 Est. Cost $63.06 Unrealized +13.8%
General Electric 0.2%
Value ($000) $247 Shares 9,402 Est. Cost $23.14 Unrealized
GlaxoSmithkline PLC 0.2%
Value ($000) $228 Shares 4,266 Est. Cost $53.44 Unrealized
Knowles 0.1%
Value ($000) $216 Shares 7,022 Est. Cost $31.58 Unrealized
BAX Baxter International 0.1%
Value ($000) $207 Shares 2,858 Est. Cost $32.70 Unrealized 0.0%
Duke Energy 0.1%
Value ($000) $204 Shares 2,750 Est. Cost $74.18 Unrealized
National Oilwell Varco 0.1%
Value ($000) $201 Shares 2,435 Est. Cost $82.55 Unrealized
Novartis 0.1%
Value ($000) $200 Shares 2,213 Est. Cost $90.38 Unrealized
AMD Advanced Micro 0.1%
Value ($000) $194 Shares 46,410 Est. Cost $4.05 Unrealized 0.0%
Frontier Communications 0.0%
Value ($000) $74 Shares 12,650 Est. Cost $5.85 Unrealized