EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 29, 2014

Total Value ($000): $147,774 (100.0% shares, 0.0% debt)

Holdings (125)

Sigma-Aldrich Corp. 1.8%
Value ($000) $2,669 Shares 19,625 Est. Cost $80.43 Unrealized
DIS Walt Disney 1.5%
Value ($000) $2,176 Shares 24,442 Est. Cost $56.27 Unrealized +40.9%
AAPL Apple 1.5%
Value ($000) $2,166 Shares 21,502 Est. Cost $19.29 Unrealized +12.1%
NKE Nike 1.5%
Value ($000) $2,152 Shares 24,130 Est. Cost $26.77 Unrealized +28.4%
PEP PepsiCo 1.5%
Value ($000) $2,148 Shares 23,070 Est. Cost $56.00 Unrealized +15.9%
JNJ Johnson & Johnson 1.5%
Value ($000) $2,146 Shares 20,132 Est. Cost $59.66 Unrealized +26.7%
TMO Thermo Fisher Scientific 1.4%
Value ($000) $2,114 Shares 17,374 Est. Cost $79.76 Unrealized +47.1%
AMGN Amgen 1.4%
Value ($000) $2,108 Shares 15,009 Est. Cost $73.34 Unrealized +28.9%
BALL Ball Corp. 1.4%
Value ($000) $2,074 Shares 32,784 Est. Cost $19.77 Unrealized +43.6%
JPM J.P. Morgan Chase 1.4%
Value ($000) $2,065 Shares 34,275 Est. Cost $36.24 Unrealized +19.0%
ECL Ecolab 1.4%
Value ($000) $2,058 Shares 17,925 Est. Cost $73.48 Unrealized +35.1%
Visa 1.4%
Value ($000) $2,053 Shares 9,623 Est. Cost $182.78 Unrealized
FISV Fiserv 1.4%
Value ($000) $2,046 Shares 31,651 Est. Cost $24.54 Unrealized +28.8%
Allergan, Inc. 1.4%
Value ($000) $2,031 Shares 11,397 Est. Cost $84.21 Unrealized
SYK Stryker 1.4%
Value ($000) $2,020 Shares 25,010 Est. Cost $56.92 Unrealized +26.4%
CL Colgate Palmolive 1.4%
Value ($000) $2,018 Shares 30,937 Est. Cost $44.38 Unrealized +14.2%
PG Procter & Gamble 1.4%
Value ($000) $2,017 Shares 24,086 Est. Cost $55.00 Unrealized +8.6%
XOM ExxonMobil 1.4%
Value ($000) $2,005 Shares 21,317 Est. Cost $53.69 Unrealized +14.6%
COST Costco 1.3%
Value ($000) $1,986 Shares 15,846 Est. Cost $86.56 Unrealized +12.2%
CHD Church & Dwight 1.3%
Value ($000) $1,983 Shares 28,258 Est. Cost $26.18 Unrealized +11.6%
SLB Schlumberger Ltd. 1.3%
Value ($000) $1,974 Shares 19,412 Est. Cost $53.04 Unrealized +49.9%
AXP American Express 1.3%
Value ($000) $1,955 Shares 22,337 Est. Cost $59.62 Unrealized +28.3%
ITW Illinois Tool Works 1.3%
Value ($000) $1,954 Shares 23,142 Est. Cost $49.85 Unrealized +32.8%
United Technologies 1.3%
Value ($000) $1,942 Shares 18,391 Est. Cost $92.93 Unrealized
CTSH Cognizant Tech 1.3%
Value ($000) $1,937 Shares 43,275 Est. Cost $36.71 Unrealized +13.6%
Oracle Corp. 1.3%
Value ($000) $1,927 Shares 50,351 Est. Cost $30.81 Unrealized
QCOM Qualcomm 1.3%
Value ($000) $1,882 Shares 25,168 Est. Cost $47.23 Unrealized +17.4%
Express Scripts 1.3%
Value ($000) $1,874 Shares 26,526 Est. Cost $61.73 Unrealized
CVX Chevron Corp. 1.3%
Value ($000) $1,850 Shares 15,507 Est. Cost $71.28 Unrealized +10.1%
Actavis 1.2%
Value ($000) $1,843 Shares 7,639 Est. Cost $173.95 Unrealized
GIS General Mills 1.2%
Value ($000) $1,789 Shares 35,456 Est. Cost $31.98 Unrealized +10.9%
IBM IBM 1.2%
Value ($000) $1,780 Shares 9,379 Est. Cost $118.82 Unrealized -3.8%
ADP Automatic Data Processing 1.2%
Value ($000) $1,775 Shares 21,360 Est. Cost $45.09 Unrealized +24.8%
WMT Wal-Mart 1.2%
Value ($000) $1,757 Shares 22,979 Est. Cost $19.98 Unrealized +1.6%
AFL AFLAC 1.2%
Value ($000) $1,755 Shares 30,121 Est. Cost $20.11 Unrealized +15.6%
MMM 3M Co. 1.2%
Value ($000) $1,734 Shares 12,238 Est. Cost $61.26 Unrealized +36.3%
DOV Dover 1.2%
Value ($000) $1,728 Shares 21,512 Est. Cost $39.99 Unrealized +43.6%
EMR Emerson Electric 1.2%
Value ($000) $1,702 Shares 27,202 Est. Cost $40.02 Unrealized +19.4%
APH Amphenol 1.1%
Value ($000) $1,661 Shares 16,636 Est. Cost $8.67 Unrealized +29.9%
AT&T 1.1%
Value ($000) $1,625 Shares 46,125 Est. Cost $35.40 Unrealized
Walgreen 1.1%
Value ($000) $1,620 Shares 27,325 Est. Cost $44.20 Unrealized
Anadarko Petroleum 1.1%
Value ($000) $1,617 Shares 15,942 Est. Cost $85.79 Unrealized
MSFT Microsoft 1.1%
Value ($000) $1,582 Shares 34,134 Est. Cost $26.70 Unrealized +41.0%
WFC Wells Fargo 1.1%
Value ($000) $1,556 Shares 29,997 Est. Cost $30.42 Unrealized +23.0%
COR AmerisourceBergen 1.1%
Value ($000) $1,556 Shares 20,129 Est. Cost $38.92 Unrealized +42.6%
ConocoPhillips 1.1%
Value ($000) $1,555 Shares 20,323 Est. Cost $61.16 Unrealized
AGL Resources 1.0%
Value ($000) $1,427 Shares 27,791 Est. Cost $42.92 Unrealized
AMZN Amazon.com 1.0%
Value ($000) $1,422 Shares 4,411 Est. Cost $13.37 Unrealized +24.4%
VZ Verizon 1.0%
Value ($000) $1,420 Shares 28,412 Est. Cost $27.05 Unrealized +2.8%
Cerner 1.0%
Value ($000) $1,419 Shares 23,825 Est. Cost $59.61 Unrealized
CVS CVS Health 0.9%
Value ($000) $1,352 Shares 16,993 Est. Cost $41.44 Unrealized +38.7%
LOW Lowes 0.9%
Value ($000) $1,341 Shares 25,334 Est. Cost $32.23 Unrealized +27.8%
ORLY O'Reilly Auto 0.9%
Value ($000) $1,337 Shares 8,889 Est. Cost $7.82 Unrealized +30.6%
NextEra Energy 0.9%
Value ($000) $1,328 Shares 14,151 Est. Cost $82.18 Unrealized
Stericycle 0.9%
Value ($000) $1,311 Shares 11,250 Est. Cost $110.98 Unrealized
CSL Carlisle 0.9%
Value ($000) $1,309 Shares 16,289 Est. Cost $55.89 Unrealized +29.0%
GWW W.W. Grainger 0.9%
Value ($000) $1,287 Shares 5,115 Est. Cost $202.37 Unrealized +0.7%
DHR Danaher 0.9%
Value ($000) $1,286 Shares 16,932 Est. Cost $25.01 Unrealized +24.6%
CLX Clorox 0.8%
Value ($000) $1,228 Shares 12,786 Est. Cost $60.00 Unrealized +9.4%
C.R. Bard 0.8%
Value ($000) $1,191 Shares 8,345 Est. Cost $108.70 Unrealized
Google Class A 0.8%
Value ($000) $1,181 Shares 2,007 Est. Cost $880.18 Unrealized
NOC Northrop Grumman 0.8%
Value ($000) $1,169 Shares 8,871 Est. Cost $62.64 Unrealized +67.0%
MCD McDonalds 0.8%
Value ($000) $1,146 Shares 12,084 Est. Cost $71.78 Unrealized -0.7%
Royal Dutch Shell 'A' 0.8%
Value ($000) $1,121 Shares 14,720 Est. Cost $64.02 Unrealized
GPC Genuine Parts 0.7%
Value ($000) $1,102 Shares 12,569 Est. Cost $54.12 Unrealized +15.7%
ROP Roper Industries 0.7%
Value ($000) $1,100 Shares 7,518 Est. Cost $113.86 Unrealized +20.5%
Google Class C 0.7%
Value ($000) $1,076 Shares 1,863 Est. Cost $575.39 Unrealized
CSCO Cisco Systems 0.7%
Value ($000) $1,037 Shares 41,185 Est. Cost $15.24 Unrealized +16.2%
BDX Becton Dickinson 0.7%
Value ($000) $1,013 Shares 8,901 Est. Cost $78.11 Unrealized +22.5%
EBAY Ebay 0.7%
Value ($000) $1,002 Shares 17,702 Est. Cost $19.76 Unrealized +0.2%
HD Home Depot 0.7%
Value ($000) $974 Shares 10,615 Est. Cost $59.63 Unrealized +10.2%
Baker Hughes 0.7%
Value ($000) $966 Shares 14,843 Est. Cost $46.12 Unrealized
TXN Texas Instruments 0.6%
Value ($000) $944 Shares 19,791 Est. Cost $25.31 Unrealized +38.8%
INTU Intuit 0.6%
Value ($000) $915 Shares 10,435 Est. Cost $54.39 Unrealized +39.2%
LMT Lockheed Martin 0.6%
Value ($000) $915 Shares 5,004 Est. Cost $79.82 Unrealized +56.5%
ABT Abbott Laboratories 0.6%
Value ($000) $903 Shares 21,717 Est. Cost $28.84 Unrealized +18.3%
BB&T Corp. 0.6%
Value ($000) $891 Shares 23,935 Est. Cost $35.62 Unrealized
EMC 0.6%
Value ($000) $891 Shares 30,455 Est. Cost $23.70 Unrealized
SO Southern Company 0.6%
Value ($000) $890 Shares 20,385 Est. Cost $26.06 Unrealized +4.0%
SHW Sherwin-Williams 0.6%
Value ($000) $881 Shares 4,023 Est. Cost $53.48 Unrealized +19.3%
Jarden 0.6%
Value ($000) $876 Shares 14,570 Est. Cost $60.12 Unrealized
UNH UnitedHealth Group 0.6%
Value ($000) $870 Shares 10,092 Est. Cost $50.75 Unrealized +38.6%
NVO Novo Nordisk 0.6%
Value ($000) $818 Shares 17,180 Est. Cost $67.77 Unrealized
HON Honeywell 0.5%
Value ($000) $763 Shares 8,197 Est. Cost $53.13 Unrealized +26.3%
BUD Anheuser-Busch InBev 0.5%
Value ($000) $749 Shares 6,755 Est. Cost $90.56 Unrealized
LLY Eli Lilly 0.5%
Value ($000) $726 Shares 11,199 Est. Cost $45.17 Unrealized +13.7%
SBUX Starbucks 0.5%
Value ($000) $695 Shares 9,208 Est. Cost $27.47 Unrealized +12.3%
Dominion Resources 0.5%
Value ($000) $677 Shares 9,800 Est. Cost $56.86 Unrealized
DCI Donaldson 0.5%
Value ($000) $667 Shares 16,410 Est. Cost $29.57 Unrealized +14.0%
BIIB Biogen IDEC Inc. 0.4%
Value ($000) $662 Shares 2,002 Est. Cost $262.97 Unrealized +25.4%
APD Air Products & Chem. 0.4%
Value ($000) $661 Shares 5,075 Est. Cost $61.55 Unrealized +50.2%
St. Jude Medical 0.4%
Value ($000) $655 Shares 10,886 Est. Cost $45.84 Unrealized
FAST Fastenal Co. 0.4%
Value ($000) $654 Shares 14,571 Est. Cost $8.84 Unrealized -4.3%
DLTR Dollar Tree 0.4%
Value ($000) $630 Shares 11,235 Est. Cost $48.85 Unrealized +12.9%
Bemis 0.4%
Value ($000) $627 Shares 16,500 Est. Cost $39.17 Unrealized
Jacobs Engineering 0.4%
Value ($000) $619 Shares 12,672 Est. Cost $54.84 Unrealized
EW Edwards Lifesciences 0.4%
Value ($000) $608 Shares 5,955 Est. Cost $11.54 Unrealized +36.8%
DE Deere 0.4%
Value ($000) $573 Shares 6,987 Est. Cost $70.31 Unrealized -1.3%
TGT Target 0.4%
Value ($000) $560 Shares 8,933 Est. Cost $47.95 Unrealized -9.8%
Praxair 0.4%
Value ($000) $541 Shares 4,194 Est. Cost $120.46 Unrealized
Unilever N.V. 0.3%
Value ($000) $512 Shares 12,912 Est. Cost $39.28 Unrealized
Freeport-McMoRan 0.3%
Value ($000) $503 Shares 15,405 Est. Cost $31.40 Unrealized
MAR Marriott Intl. Class A 0.3%
Value ($000) $486 Shares 6,952 Est. Cost $36.65 Unrealized +65.3%
Whole Foods Market 0.3%
Value ($000) $445 Shares 11,670 Est. Cost $43.01 Unrealized
IDXX IDEXX Laboratories 0.3%
Value ($000) $442 Shares 3,755 Est. Cost $63.58 Unrealized -0.6%
FDX FedEx 0.3%
Value ($000) $407 Shares 2,522 Est. Cost $81.95 Unrealized +57.5%
FDS Factset Research 0.3%
Value ($000) $386 Shares 3,180 Est. Cost $83.78 Unrealized +30.9%
MKC McCormick 0.3%
Value ($000) $383 Shares 5,720 Est. Cost $28.19 Unrealized -1.8%
SJM J.M. Smucker 0.3%
Value ($000) $370 Shares 3,740 Est. Cost $70.86 Unrealized +3.6%
Varian Med Sys Inc 0.2%
Value ($000) $364 Shares 4,540 Est. Cost $67.66 Unrealized
Chicago Bridge & Iron 0.2%
Value ($000) $315 Shares 5,448 Est. Cost $59.68 Unrealized
KMB Kimberly Clark 0.2%
Value ($000) $266 Shares 2,475 Est. Cost $63.06 Unrealized +12.3%
Coach 0.2%
Value ($000) $243 Shares 6,820 Est. Cost $54.51 Unrealized
General Electric 0.2%
Value ($000) $226 Shares 8,807 Est. Cost $23.14 Unrealized
Altria Group 0.1%
Value ($000) $212 Shares 4,620 Est. Cost $45.89 Unrealized
Duke Energy 0.1%
Value ($000) $208 Shares 2,785 Est. Cost $74.19 Unrealized
Novartis 0.1%
Value ($000) $207 Shares 2,203 Est. Cost $90.38 Unrealized
CenturyLink 0.1%
Value ($000) $204 Shares 4,980 Est. Cost $40.96 Unrealized
R. R. Donelley 0.1%
Value ($000) $202 Shares 12,280 Est. Cost $16.45 Unrealized
Frontier Communications 0.1%
Value ($000) $201 Shares 30,815 Est. Cost $6.25 Unrealized
BAX Baxter International 0.1%
Value ($000) $200 Shares 2,793 Est. Cost $32.70 Unrealized +2.2%
ORI Old Republic Int'l 0.1%
Value ($000) $187 Shares 13,075 Est. Cost $6.85 Unrealized 0.0%
TECO Energy 0.1%
Value ($000) $175 Shares 10,070 Est. Cost $17.38 Unrealized
AMD Advanced Micro 0.1%
Value ($000) $149 Shares 43,760 Est. Cost $4.05 Unrealized -0.1%
Windsteam Holdings 0.1%
Value ($000) $110 Shares 10,225 Est. Cost $10.76 Unrealized