EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 30, 2015

Total Value ($000): $155,601 (100.0% shares, 0.0% debt)

Holdings (135)

Actavis 1.7%
Value ($000) $2,606 Shares 8,756 Est. Cost $202.75 Unrealized
AAPL Apple 1.6%
Value ($000) $2,485 Shares 19,969 Est. Cost $19.29 Unrealized +39.2%
DIS Walt Disney 1.5%
Value ($000) $2,357 Shares 22,473 Est. Cost $56.57 Unrealized +62.4%
CTSH Cognizant Tech 1.5%
Value ($000) $2,325 Shares 37,267 Est. Cost $36.71 Unrealized +42.4%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $2,284 Shares 17,000 Est. Cost $80.23 Unrealized +55.5%
CHD Church & Dwight 1.4%
Value ($000) $2,216 Shares 25,946 Est. Cost $26.18 Unrealized +37.7%
Visa 1.4%
Value ($000) $2,201 Shares 33,651 Est. Cost $96.64 Unrealized
Express Scripts 1.4%
Value ($000) $2,178 Shares 25,101 Est. Cost $61.73 Unrealized
FISV Fiserv 1.4%
Value ($000) $2,177 Shares 27,422 Est. Cost $24.54 Unrealized +55.4%
BALL Ball Corp. 1.4%
Value ($000) $2,173 Shares 30,767 Est. Cost $19.77 Unrealized +56.6%
COST Costco 1.4%
Value ($000) $2,170 Shares 14,325 Est. Cost $86.56 Unrealized +39.7%
SYK Stryker 1.4%
Value ($000) $2,166 Shares 23,477 Est. Cost $56.92 Unrealized +44.0%
Jarden 1.4%
Value ($000) $2,156 Shares 40,760 Est. Cost $54.18 Unrealized
CL Colgate Palmolive 1.4%
Value ($000) $2,118 Shares 30,543 Est. Cost $44.47 Unrealized +20.7%
PEP PepsiCo 1.4%
Value ($000) $2,114 Shares 22,104 Est. Cost $56.00 Unrealized +24.5%
United Technologies 1.3%
Value ($000) $2,090 Shares 17,832 Est. Cost $92.93 Unrealized
ITW Illinois Tool Works 1.3%
Value ($000) $2,079 Shares 21,407 Est. Cost $49.85 Unrealized +49.5%
Oracle Corp. 1.3%
Value ($000) $2,074 Shares 48,056 Est. Cost $30.81 Unrealized
NKE Nike 1.3%
Value ($000) $2,072 Shares 20,652 Est. Cost $26.77 Unrealized +55.7%
Sigma-Aldrich Corp. 1.3%
Value ($000) $2,055 Shares 14,862 Est. Cost $80.43 Unrealized
Walgreens Alliance Boots 1.3%
Value ($000) $2,053 Shares 24,241 Est. Cost $76.21 Unrealized
AMGN Amgen 1.3%
Value ($000) $2,015 Shares 12,608 Est. Cost $73.34 Unrealized +56.9%
JPM J.P. Morgan Chase 1.3%
Value ($000) $1,995 Shares 32,933 Est. Cost $36.24 Unrealized +22.2%
JNJ Johnson & Johnson 1.3%
Value ($000) $1,965 Shares 19,532 Est. Cost $59.66 Unrealized +25.9%
ECL Ecolab 1.3%
Value ($000) $1,948 Shares 17,030 Est. Cost $73.48 Unrealized +32.3%
PG Procter & Gamble 1.2%
Value ($000) $1,893 Shares 23,103 Est. Cost $55.00 Unrealized +15.6%
GIS General Mills 1.2%
Value ($000) $1,889 Shares 33,370 Est. Cost $31.98 Unrealized +14.6%
MMM 3M Co. 1.2%
Value ($000) $1,865 Shares 11,305 Est. Cost $61.26 Unrealized +58.1%
AFL AFLAC 1.2%
Value ($000) $1,827 Shares 28,544 Est. Cost $20.11 Unrealized +17.4%
WMT Wal-Mart 1.2%
Value ($000) $1,799 Shares 21,870 Est. Cost $19.98 Unrealized +15.3%
CVX Chevron Corp. 1.2%
Value ($000) $1,792 Shares 17,073 Est. Cost $71.13 Unrealized -5.9%
XOM ExxonMobil 1.1%
Value ($000) $1,774 Shares 20,870 Est. Cost $53.69 Unrealized +3.5%
APH Amphenol 1.1%
Value ($000) $1,772 Shares 30,075 Est. Cost $10.06 Unrealized +25.5%
QCOM Qualcomm 1.1%
Value ($000) $1,724 Shares 24,864 Est. Cost $47.23 Unrealized +9.4%
AXP American Express 1.1%
Value ($000) $1,715 Shares 21,949 Est. Cost $59.62 Unrealized +19.1%
ADP Automatic Data Processing 1.1%
Value ($000) $1,681 Shares 19,630 Est. Cost $45.09 Unrealized +50.6%
COR AmerisourceBergen 1.1%
Value ($000) $1,676 Shares 14,745 Est. Cost $38.92 Unrealized +90.0%
CVS CVS Health 1.0%
Value ($000) $1,633 Shares 15,823 Est. Cost $42.17 Unrealized +76.1%
SLB Schlumberger Ltd. 1.0%
Value ($000) $1,615 Shares 19,351 Est. Cost $53.40 Unrealized +14.9%
ConocoPhillips 1.0%
Value ($000) $1,605 Shares 25,780 Est. Cost $62.84 Unrealized
AMZN Amazon.com 1.0%
Value ($000) $1,595 Shares 4,287 Est. Cost $13.37 Unrealized +31.5%
ORLY O'Reilly Auto 1.0%
Value ($000) $1,568 Shares 7,251 Est. Cost $7.82 Unrealized +71.9%
AT&T 1.0%
Value ($000) $1,559 Shares 47,741 Est. Cost $35.34 Unrealized
Stericycle 1.0%
Value ($000) $1,558 Shares 11,098 Est. Cost $111.57 Unrealized
WFC Wells Fargo 1.0%
Value ($000) $1,533 Shares 28,179 Est. Cost $30.42 Unrealized +31.0%
Cerner 1.0%
Value ($000) $1,519 Shares 20,732 Est. Cost $59.61 Unrealized
EMR Emerson Electric 1.0%
Value ($000) $1,505 Shares 26,584 Est. Cost $40.02 Unrealized +8.4%
AGL Resources 1.0%
Value ($000) $1,479 Shares 29,786 Est. Cost $43.44 Unrealized
CSL Carlisle 0.9%
Value ($000) $1,457 Shares 15,734 Est. Cost $56.18 Unrealized +42.9%
DOV Dover 0.9%
Value ($000) $1,448 Shares 20,944 Est. Cost $39.99 Unrealized +18.7%
IBM IBM 0.9%
Value ($000) $1,425 Shares 8,881 Est. Cost $118.82 Unrealized -18.8%
LOW Lowes 0.9%
Value ($000) $1,399 Shares 18,801 Est. Cost $32.23 Unrealized +82.9%
VZ Verizon 0.9%
Value ($000) $1,372 Shares 28,216 Est. Cost $27.08 Unrealized +2.0%
DHR Danaher 0.9%
Value ($000) $1,366 Shares 16,090 Est. Cost $25.01 Unrealized +39.4%
MSFT Microsoft 0.9%
Value ($000) $1,325 Shares 32,592 Est. Cost $26.70 Unrealized +39.5%
NextEra Energy 0.8%
Value ($000) $1,318 Shares 12,663 Est. Cost $82.18 Unrealized
CLX Clorox 0.8%
Value ($000) $1,312 Shares 11,883 Est. Cost $60.00 Unrealized +33.2%
C.R. Bard 0.8%
Value ($000) $1,291 Shares 7,716 Est. Cost $108.70 Unrealized
ROP Roper Industries 0.8%
Value ($000) $1,257 Shares 7,306 Est. Cost $113.86 Unrealized +33.2%
NOC Northrop Grumman 0.8%
Value ($000) $1,206 Shares 7,495 Est. Cost $62.64 Unrealized +113.6%
GWW W.W. Grainger 0.8%
Value ($000) $1,169 Shares 4,958 Est. Cost $202.37 Unrealized -1.2%
Google Class A 0.7%
Value ($000) $1,139 Shares 2,053 Est. Cost $872.62 Unrealized
BDX Becton Dickinson 0.7%
Value ($000) $1,134 Shares 7,900 Est. Cost $78.11 Unrealized +51.8%
MCD McDonalds 0.7%
Value ($000) $1,124 Shares 11,539 Est. Cost $71.78 Unrealized +0.5%
SHW Sherwin-Williams 0.7%
Value ($000) $1,109 Shares 3,899 Est. Cost $55.39 Unrealized +52.0%
HD Home Depot 0.7%
Value ($000) $1,095 Shares 9,635 Est. Cost $60.45 Unrealized +41.2%
BA Boeing 0.7%
Value ($000) $1,065 Shares 7,099 Est. Cost $124.03 Unrealized +3.0%
CSCO Cisco Systems 0.7%
Value ($000) $1,061 Shares 38,542 Est. Cost $15.24 Unrealized +31.9%
GPC Genuine Parts 0.7%
Value ($000) $1,053 Shares 11,299 Est. Cost $54.12 Unrealized +30.1%
Royal Dutch Shell 'A' 0.7%
Value ($000) $1,036 Shares 17,371 Est. Cost $63.23 Unrealized
TXN Texas Instruments 0.7%
Value ($000) $1,032 Shares 18,053 Est. Cost $25.31 Unrealized +64.9%
Anadarko Petroleum 0.6%
Value ($000) $1,008 Shares 12,172 Est. Cost $85.79 Unrealized
Google Class C 0.6%
Value ($000) $984 Shares 1,795 Est. Cost $575.39 Unrealized
SO Southern Company 0.6%
Value ($000) $968 Shares 21,854 Est. Cost $26.31 Unrealized +13.8%
EBAY Ebay 0.6%
Value ($000) $961 Shares 16,662 Est. Cost $19.76 Unrealized +7.4%
LMT Lockheed Martin 0.6%
Value ($000) $944 Shares 4,652 Est. Cost $79.82 Unrealized +84.3%
UNH UnitedHealth Group 0.6%
Value ($000) $922 Shares 7,792 Est. Cost $50.75 Unrealized +83.6%
BB&T Corp. 0.6%
Value ($000) $909 Shares 23,320 Est. Cost $35.62 Unrealized
Priceline Group 0.6%
Value ($000) $892 Shares 766 Est. Cost $1164.49 Unrealized
Baker Hughes 0.6%
Value ($000) $891 Shares 14,008 Est. Cost $46.12 Unrealized
HON Honeywell 0.6%
Value ($000) $882 Shares 8,457 Est. Cost $54.41 Unrealized +34.2%
INTU Intuit 0.6%
Value ($000) $869 Shares 8,961 Est. Cost $54.39 Unrealized +56.6%
NVO Novo Nordisk 0.5%
Value ($000) $830 Shares 15,545 Est. Cost $67.77 Unrealized
SBUX Starbucks 0.5%
Value ($000) $828 Shares 8,748 Est. Cost $27.56 Unrealized +31.0%
BIIB Biogen IDEC Inc. 0.5%
Value ($000) $768 Shares 1,818 Est. Cost $262.97 Unrealized +49.9%
ABT Abbott Laboratories 0.5%
Value ($000) $762 Shares 16,452 Est. Cost $28.84 Unrealized +29.7%
BUD Anheuser-Busch InBev 0.5%
Value ($000) $750 Shares 6,155 Est. Cost $90.56 Unrealized
EMC 0.5%
Value ($000) $730 Shares 28,547 Est. Cost $23.70 Unrealized
DLTR Dollar Tree 0.5%
Value ($000) $729 Shares 8,980 Est. Cost $48.85 Unrealized +55.4%
IDXX IDEXX Laboratories 0.5%
Value ($000) $704 Shares 4,560 Est. Cost $64.73 Unrealized +20.2%
LLY Eli Lilly 0.4%
Value ($000) $700 Shares 9,629 Est. Cost $45.17 Unrealized +29.8%
Bemis 0.4%
Value ($000) $699 Shares 15,085 Est. Cost $39.17 Unrealized
TGT Target 0.4%
Value ($000) $698 Shares 8,505 Est. Cost $47.95 Unrealized +16.8%
St. Jude Medical 0.4%
Value ($000) $695 Shares 10,631 Est. Cost $46.78 Unrealized
APD Air Products & Chem. 0.4%
Value ($000) $687 Shares 4,540 Est. Cost $61.55 Unrealized +71.9%
Flowserve 0.4%
Value ($000) $680 Shares 12,043 Est. Cost $59.86 Unrealized
ITT Corporation 0.4%
Value ($000) $678 Shares 16,980 Est. Cost $39.93 Unrealized
Dominion Resources 0.4%
Value ($000) $677 Shares 9,549 Est. Cost $56.86 Unrealized
FLR Fluor Corporation 0.4%
Value ($000) $672 Shares 11,752 Est. Cost $56.60 Unrealized -9.8%
EW Edwards Lifesciences 0.4%
Value ($000) $648 Shares 4,547 Est. Cost $11.54 Unrealized +94.4%
FAST Fastenal Co. 0.4%
Value ($000) $619 Shares 14,951 Est. Cost $8.80 Unrealized -8.1%
DE Deere 0.4%
Value ($000) $597 Shares 6,807 Est. Cost $70.31 Unrealized +3.8%
DCI Donaldson 0.4%
Value ($000) $595 Shares 15,790 Est. Cost $29.57 Unrealized +5.7%
Praxair 0.3%
Value ($000) $538 Shares 4,454 Est. Cost $120.99 Unrealized
Unilever N.V. 0.3%
Value ($000) $518 Shares 12,414 Est. Cost $39.28 Unrealized
Whole Foods Market 0.3%
Value ($000) $492 Shares 9,440 Est. Cost $43.01 Unrealized
MAR Marriott Intl. Class A 0.3%
Value ($000) $491 Shares 6,112 Est. Cost $36.65 Unrealized +95.4%
SJM J.M. Smucker 0.3%
Value ($000) $461 Shares 3,980 Est. Cost $71.06 Unrealized +11.8%
FDS Factset Research 0.3%
Value ($000) $441 Shares 2,767 Est. Cost $83.78 Unrealized +59.7%
MKC McCormick 0.3%
Value ($000) $440 Shares 5,702 Est. Cost $28.19 Unrealized +7.0%
GlaxoSmithkline PLC 0.3%
Value ($000) $416 Shares 9,016 Est. Cost $42.85 Unrealized
Bed Bath & Beyond 0.3%
Value ($000) $393 Shares 5,115 Est. Cost $76.28 Unrealized
Varian Med Sys Inc 0.2%
Value ($000) $378 Shares 4,013 Est. Cost $67.66 Unrealized
FDX FedEx 0.2%
Value ($000) $373 Shares 2,257 Est. Cost $81.95 Unrealized +80.4%
GILD Gilead Sciences 0.2%
Value ($000) $363 Shares 3,704 Est. Cost $71.54 Unrealized -1.4%
R. R. Donelley 0.2%
Value ($000) $290 Shares 15,105 Est. Cost $16.52 Unrealized
Jacobs Engineering 0.2%
Value ($000) $285 Shares 6,320 Est. Cost $54.84 Unrealized
HAL Halliburton 0.2%
Value ($000) $282 Shares 6,430 Est. Cost $38.86 Unrealized -13.0%
Blackstone Group 0.2%
Value ($000) $279 Shares 7,165 Est. Cost $38.94 Unrealized
OKE Oneok 0.2%
Value ($000) $263 Shares 5,450 Est. Cost $23.29 Unrealized 0.0%
Frontier Communications 0.2%
Value ($000) $260 Shares 36,885 Est. Cost $6.32 Unrealized
Altria Group 0.2%
Value ($000) $251 Shares 5,010 Est. Cost $46.29 Unrealized
Duke Energy 0.2%
Value ($000) $248 Shares 3,226 Est. Cost $75.33 Unrealized
ORI Old Republic Int'l 0.2%
Value ($000) $247 Shares 16,500 Est. Cost $6.80 Unrealized -0.8%
KMB Kimberly Clark 0.2%
Value ($000) $245 Shares 2,285 Est. Cost $63.06 Unrealized +21.0%
BP BP 0.2%
Value ($000) $239 Shares 6,110 Est. Cost $38.13 Unrealized
TECO Energy 0.1%
Value ($000) $233 Shares 12,020 Est. Cost $17.88 Unrealized
EFX Equifax 0.1%
Value ($000) $216 Shares 2,325 Est. Cost $79.92 Unrealized 0.0%
CenturyLink 0.1%
Value ($000) $214 Shares 6,180 Est. Cost $40.71 Unrealized
PPL Corp 0.1%
Value ($000) $213 Shares 6,320 Est. Cost $36.39 Unrealized
Quest Diagnostics 0.1%
Value ($000) $212 Shares 2,765 Est. Cost $76.67 Unrealized
WDC Western Digital Corp 0.1%
Value ($000) $204 Shares 2,238 Est. Cost $65.44 Unrealized 0.0%
Noble Corp 0.1%
Value ($000) $156 Shares 10,915 Est. Cost $16.58 Unrealized
Windsteam Holdings 0.0%
Value ($000) $76 Shares 10,225 Est. Cost $10.76 Unrealized
AMD Advanced Micro 0.0%
Value ($000) $67 Shares 24,820 Est. Cost $4.05 Unrealized -30.6%