EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 29, 2015

Total Value ($000): $157,224 (100.0% shares, 0.0% debt)

Holdings (131)

AAPL Apple 1.5%
Value ($000) $2,373 Shares 21,500 Est. Cost $19.29 Unrealized +24.9%
Visa 1.5%
Value ($000) $2,348 Shares 8,954 Est. Cost $182.78 Unrealized
DIS Walt Disney 1.5%
Value ($000) $2,330 Shares 24,732 Est. Cost $56.57 Unrealized +43.7%
SYK Stryker 1.5%
Value ($000) $2,300 Shares 24,381 Est. Cost $56.92 Unrealized +36.8%
Sigma-Aldrich Corp. 1.4%
Value ($000) $2,268 Shares 16,524 Est. Cost $80.43 Unrealized
CTSH Cognizant Tech 1.4%
Value ($000) $2,252 Shares 42,767 Est. Cost $36.71 Unrealized +20.6%
Oracle Corp. 1.4%
Value ($000) $2,246 Shares 49,943 Est. Cost $30.81 Unrealized
FISV Fiserv 1.4%
Value ($000) $2,223 Shares 31,326 Est. Cost $24.54 Unrealized +39.5%
CHD Church & Dwight 1.4%
Value ($000) $2,219 Shares 28,155 Est. Cost $26.18 Unrealized +21.6%
COST Costco 1.4%
Value ($000) $2,208 Shares 15,576 Est. Cost $86.56 Unrealized +26.4%
TMO Thermo Fisher Scientific 1.4%
Value ($000) $2,204 Shares 17,594 Est. Cost $80.23 Unrealized +46.5%
Express Scripts 1.4%
Value ($000) $2,192 Shares 25,893 Est. Cost $61.73 Unrealized
BALL Ball Corp. 1.4%
Value ($000) $2,183 Shares 32,023 Est. Cost $19.77 Unrealized +48.8%
CL Colgate Palmolive 1.4%
Value ($000) $2,166 Shares 31,307 Est. Cost $44.47 Unrealized +17.4%
NKE Nike 1.4%
Value ($000) $2,166 Shares 22,525 Est. Cost $26.77 Unrealized +52.2%
PEP PepsiCo 1.4%
Value ($000) $2,165 Shares 22,895 Est. Cost $56.00 Unrealized +22.5%
PG Procter & Gamble 1.4%
Value ($000) $2,159 Shares 23,706 Est. Cost $55.00 Unrealized +17.5%
AMGN Amgen 1.4%
Value ($000) $2,158 Shares 13,550 Est. Cost $73.34 Unrealized +54.5%
JPM J.P. Morgan Chase 1.4%
Value ($000) $2,145 Shares 34,270 Est. Cost $36.24 Unrealized +23.3%
Allergan, Inc. 1.4%
Value ($000) $2,137 Shares 10,052 Est. Cost $84.21 Unrealized
ITW Illinois Tool Works 1.4%
Value ($000) $2,134 Shares 22,531 Est. Cost $49.85 Unrealized +40.6%
AXP American Express 1.3%
Value ($000) $2,097 Shares 22,535 Est. Cost $59.62 Unrealized +28.2%
United Technologies 1.3%
Value ($000) $2,096 Shares 18,224 Est. Cost $92.93 Unrealized
JNJ Johnson & Johnson 1.3%
Value ($000) $2,087 Shares 19,957 Est. Cost $59.66 Unrealized +29.6%
Walgreens Alliance Boots 1.3%
Value ($000) $2,028 Shares 26,610 Est. Cost $76.21 Unrealized
XOM ExxonMobil 1.2%
Value ($000) $1,960 Shares 21,202 Est. Cost $53.69 Unrealized +8.0%
MMM 3M Co. 1.2%
Value ($000) $1,956 Shares 11,901 Est. Cost $61.26 Unrealized +46.4%
WMT Wal-Mart 1.2%
Value ($000) $1,951 Shares 22,718 Est. Cost $19.98 Unrealized +9.2%
GIS General Mills 1.2%
Value ($000) $1,876 Shares 35,183 Est. Cost $31.98 Unrealized +10.2%
CVX Chevron Corp. 1.2%
Value ($000) $1,874 Shares 16,709 Est. Cost $71.22 Unrealized -1.0%
QCOM Qualcomm 1.2%
Value ($000) $1,874 Shares 25,214 Est. Cost $47.23 Unrealized +12.9%
ECL Ecolab 1.2%
Value ($000) $1,866 Shares 17,851 Est. Cost $73.48 Unrealized +31.6%
AFL AFLAC 1.2%
Value ($000) $1,826 Shares 29,894 Est. Cost $20.11 Unrealized +12.9%
ConocoPhillips 1.1%
Value ($000) $1,782 Shares 25,798 Est. Cost $62.84 Unrealized
APH Amphenol 1.1%
Value ($000) $1,749 Shares 32,507 Est. Cost $10.06 Unrealized +14.5%
ADP Automatic Data Processing 1.1%
Value ($000) $1,742 Shares 20,892 Est. Cost $45.09 Unrealized +40.9%
Actavis 1.1%
Value ($000) $1,729 Shares 6,717 Est. Cost $173.95 Unrealized
SLB Schlumberger Ltd. 1.1%
Value ($000) $1,701 Shares 19,917 Est. Cost $53.40 Unrealized +26.1%
COR AmerisourceBergen 1.1%
Value ($000) $1,692 Shares 18,763 Est. Cost $38.92 Unrealized +61.4%
CVS CVS Health 1.1%
Value ($000) $1,690 Shares 17,551 Est. Cost $42.17 Unrealized +52.8%
EMR Emerson Electric 1.1%
Value ($000) $1,676 Shares 27,152 Est. Cost $40.02 Unrealized +16.0%
WFC Wells Fargo 1.0%
Value ($000) $1,616 Shares 29,472 Est. Cost $30.42 Unrealized +27.4%
LOW Lowes 1.0%
Value ($000) $1,603 Shares 23,304 Est. Cost $32.23 Unrealized +52.2%
AT&T 1.0%
Value ($000) $1,599 Shares 47,590 Est. Cost $35.34 Unrealized
MSFT Microsoft 1.0%
Value ($000) $1,574 Shares 33,879 Est. Cost $26.70 Unrealized +49.3%
DOV Dover 1.0%
Value ($000) $1,537 Shares 21,429 Est. Cost $39.99 Unrealized +27.1%
ORLY O'Reilly Auto 1.0%
Value ($000) $1,525 Shares 7,918 Est. Cost $7.82 Unrealized +49.9%
Cerner 1.0%
Value ($000) $1,524 Shares 23,563 Est. Cost $59.61 Unrealized
Stericycle 1.0%
Value ($000) $1,519 Shares 11,586 Est. Cost $111.57 Unrealized
AGL Resources 1.0%
Value ($000) $1,497 Shares 27,469 Est. Cost $42.92 Unrealized
CSL Carlisle 0.9%
Value ($000) $1,492 Shares 16,539 Est. Cost $56.18 Unrealized +33.7%
IBM IBM 0.9%
Value ($000) $1,491 Shares 9,292 Est. Cost $118.82 Unrealized -15.4%
DHR Danaher 0.9%
Value ($000) $1,414 Shares 16,492 Est. Cost $25.01 Unrealized +31.7%
NextEra Energy 0.9%
Value ($000) $1,412 Shares 13,287 Est. Cost $82.18 Unrealized
VZ Verizon 0.9%
Value ($000) $1,397 Shares 29,861 Est. Cost $27.08 Unrealized +2.1%
AMZN Amazon.com 0.9%
Value ($000) $1,362 Shares 4,390 Est. Cost $13.37 Unrealized +16.5%
C.R. Bard 0.9%
Value ($000) $1,344 Shares 8,067 Est. Cost $108.70 Unrealized
GWW W.W. Grainger 0.8%
Value ($000) $1,294 Shares 5,078 Est. Cost $202.37 Unrealized +1.7%
CLX Clorox 0.8%
Value ($000) $1,284 Shares 12,318 Est. Cost $60.00 Unrealized +21.8%
GPC Genuine Parts 0.8%
Value ($000) $1,257 Shares 11,794 Est. Cost $54.12 Unrealized +31.5%
NOC Northrop Grumman 0.8%
Value ($000) $1,251 Shares 8,485 Est. Cost $62.64 Unrealized +82.4%
Anadarko Petroleum 0.8%
Value ($000) $1,213 Shares 14,707 Est. Cost $85.79 Unrealized
Jarden 0.8%
Value ($000) $1,204 Shares 25,136 Est. Cost $54.99 Unrealized
SHW Sherwin-Williams 0.8%
Value ($000) $1,187 Shares 4,514 Est. Cost $55.39 Unrealized +28.2%
HD Home Depot 0.7%
Value ($000) $1,178 Shares 11,225 Est. Cost $60.45 Unrealized +23.7%
ROP Roper Industries 0.7%
Value ($000) $1,177 Shares 7,530 Est. Cost $113.86 Unrealized +25.9%
BDX Becton Dickinson 0.7%
Value ($000) $1,140 Shares 8,195 Est. Cost $78.11 Unrealized +38.1%
CSCO Cisco Systems 0.7%
Value ($000) $1,140 Shares 40,970 Est. Cost $15.24 Unrealized +20.1%
MCD McDonalds 0.7%
Value ($000) $1,104 Shares 11,782 Est. Cost $71.78 Unrealized -1.7%
Google Class A 0.7%
Value ($000) $1,077 Shares 2,030 Est. Cost $876.22 Unrealized
TXN Texas Instruments 0.7%
Value ($000) $1,044 Shares 19,531 Est. Cost $25.31 Unrealized +47.6%
SO Southern Company 0.7%
Value ($000) $1,025 Shares 20,879 Est. Cost $26.14 Unrealized +12.8%
Google Class C 0.6%
Value ($000) $983 Shares 1,868 Est. Cost $575.39 Unrealized
EBAY Ebay 0.6%
Value ($000) $981 Shares 17,477 Est. Cost $19.76 Unrealized +2.2%
Royal Dutch Shell 'A' 0.6%
Value ($000) $953 Shares 14,240 Est. Cost $64.02 Unrealized
INTU Intuit 0.6%
Value ($000) $937 Shares 10,166 Est. Cost $54.39 Unrealized +49.5%
BB&T Corp. 0.6%
Value ($000) $936 Shares 24,075 Est. Cost $35.62 Unrealized
UNH UnitedHealth Group 0.6%
Value ($000) $924 Shares 9,142 Est. Cost $50.75 Unrealized +56.2%
LMT Lockheed Martin 0.6%
Value ($000) $906 Shares 4,704 Est. Cost $79.82 Unrealized +71.9%
EMC 0.6%
Value ($000) $895 Shares 30,095 Est. Cost $23.70 Unrealized
Baker Hughes 0.5%
Value ($000) $810 Shares 14,443 Est. Cost $46.12 Unrealized
HON Honeywell 0.5%
Value ($000) $791 Shares 7,912 Est. Cost $53.13 Unrealized +28.5%
DLTR Dollar Tree 0.5%
Value ($000) $784 Shares 11,145 Est. Cost $48.85 Unrealized +29.1%
SBUX Starbucks 0.5%
Value ($000) $774 Shares 9,433 Est. Cost $27.56 Unrealized +13.4%
ABT Abbott Laboratories 0.5%
Value ($000) $774 Shares 17,190 Est. Cost $28.84 Unrealized +22.4%
BUD Anheuser-Busch InBev 0.5%
Value ($000) $754 Shares 6,710 Est. Cost $90.56 Unrealized
FLR Fluor Corporation 0.5%
Value ($000) $754 Shares 12,432 Est. Cost $56.60 Unrealized 0.0%
St. Jude Medical 0.5%
Value ($000) $744 Shares 11,446 Est. Cost $46.78 Unrealized
LLY Eli Lilly 0.5%
Value ($000) $737 Shares 10,684 Est. Cost $45.17 Unrealized +22.2%
Flowserve 0.5%
Value ($000) $736 Shares 12,295 Est. Cost $59.86 Unrealized
Dominion Resources 0.5%
Value ($000) $731 Shares 9,507 Est. Cost $56.86 Unrealized
Bemis 0.5%
Value ($000) $730 Shares 16,140 Est. Cost $39.17 Unrealized
NVO Novo Nordisk 0.5%
Value ($000) $718 Shares 16,975 Est. Cost $67.77 Unrealized
APD Air Products & Chem. 0.5%
Value ($000) $712 Shares 4,935 Est. Cost $61.55 Unrealized +56.4%
IDXX IDEXX Laboratories 0.4%
Value ($000) $675 Shares 4,555 Est. Cost $64.73 Unrealized +8.3%
EW Edwards Lifesciences 0.4%
Value ($000) $674 Shares 5,294 Est. Cost $11.54 Unrealized +74.1%
FAST Fastenal Co. 0.4%
Value ($000) $674 Shares 14,181 Est. Cost $8.84 Unrealized -5.7%
BIIB Biogen IDEC Inc. 0.4%
Value ($000) $668 Shares 1,967 Est. Cost $262.97 Unrealized +23.0%
TGT Target 0.4%
Value ($000) $666 Shares 8,775 Est. Cost $47.95 Unrealized +1.3%
DCI Donaldson 0.4%
Value ($000) $627 Shares 16,225 Est. Cost $29.57 Unrealized +11.5%
DE Deere 0.4%
Value ($000) $597 Shares 6,747 Est. Cost $70.31 Unrealized +0.4%
Praxair 0.4%
Value ($000) $577 Shares 4,454 Est. Cost $120.99 Unrealized
MAR Marriott Intl. Class A 0.3%
Value ($000) $530 Shares 6,797 Est. Cost $36.65 Unrealized +80.6%
Whole Foods Market 0.3%
Value ($000) $512 Shares 10,155 Est. Cost $43.01 Unrealized
Unilever N.V. 0.3%
Value ($000) $490 Shares 12,557 Est. Cost $39.28 Unrealized
MKC McCormick 0.3%
Value ($000) $424 Shares 5,702 Est. Cost $28.19 Unrealized +2.6%
SJM J.M. Smucker 0.3%
Value ($000) $417 Shares 4,130 Est. Cost $71.06 Unrealized +2.7%
FDX FedEx 0.3%
Value ($000) $394 Shares 2,267 Est. Cost $81.95 Unrealized +75.6%
FDS Factset Research 0.2%
Value ($000) $392 Shares 2,787 Est. Cost $83.78 Unrealized +41.1%
Varian Med Sys Inc 0.2%
Value ($000) $391 Shares 4,515 Est. Cost $67.66 Unrealized
GlaxoSmithkline PLC 0.2%
Value ($000) $369 Shares 8,641 Est. Cost $42.70 Unrealized
Freeport-McMoRan 0.2%
Value ($000) $351 Shares 15,020 Est. Cost $31.40 Unrealized
Bed Bath & Beyond 0.2%
Value ($000) $321 Shares 4,215 Est. Cost $76.16 Unrealized
Jacobs Engineering 0.2%
Value ($000) $321 Shares 7,182 Est. Cost $54.84 Unrealized
KMB Kimberly Clark 0.2%
Value ($000) $288 Shares 2,490 Est. Cost $63.06 Unrealized +20.7%
GILD Gilead Sciences 0.2%
Value ($000) $266 Shares 2,824 Est. Cost $71.85 Unrealized 0.0%
Duke Energy 0.2%
Value ($000) $264 Shares 3,156 Est. Cost $75.30 Unrealized
Altria Group 0.2%
Value ($000) $258 Shares 5,230 Est. Cost $46.29 Unrealized
R. R. Donelley 0.2%
Value ($000) $255 Shares 15,160 Est. Cost $16.52 Unrealized
Frontier Communications 0.2%
Value ($000) $248 Shares 37,250 Est. Cost $6.32 Unrealized
TECO Energy 0.2%
Value ($000) $246 Shares 12,020 Est. Cost $17.88 Unrealized
CenturyLink 0.2%
Value ($000) $245 Shares 6,180 Est. Cost $40.71 Unrealized
ORI Old Republic Int'l 0.2%
Value ($000) $241 Shares 16,500 Est. Cost $6.80 Unrealized -2.5%
BP BP 0.1%
Value ($000) $233 Shares 6,110 Est. Cost $38.13 Unrealized
HAL Halliburton 0.1%
Value ($000) $233 Shares 5,935 Est. Cost $39.28 Unrealized 0.0%
PPL Corp 0.1%
Value ($000) $230 Shares 6,320 Est. Cost $36.39 Unrealized
Noble Corp 0.1%
Value ($000) $206 Shares 12,425 Est. Cost $16.58 Unrealized
BAX Baxter International 0.1%
Value ($000) $205 Shares 2,793 Est. Cost $32.70 Unrealized -1.2%
BA Boeing 0.1%
Value ($000) $202 Shares 1,557 Est. Cost $110.65 Unrealized 0.0%
Windsteam Holdings 0.1%
Value ($000) $84 Shares 10,225 Est. Cost $10.76 Unrealized
AMD Advanced Micro 0.0%
Value ($000) $77 Shares 28,995 Est. Cost $4.05 Unrealized -32.2%