EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 30, 2015

Total Value ($000): $140,218 (100.0% shares, 0.0% debt)

Holdings (136)

NKE Nike 1.5%
Value ($000) $2,142 Shares 17,418 Est. Cost $26.77 Unrealized +85.2%
CTSH Cognizant Tech 1.5%
Value ($000) $2,127 Shares 33,976 Est. Cost $36.71 Unrealized +51.6%
Visa 1.5%
Value ($000) $2,060 Shares 29,579 Est. Cost $96.64 Unrealized
SYK Stryker 1.5%
Value ($000) $2,040 Shares 21,678 Est. Cost $56.92 Unrealized +54.4%
FISV Fiserv 1.5%
Value ($000) $2,036 Shares 23,505 Est. Cost $24.54 Unrealized +76.3%
DIS Walt Disney 1.5%
Value ($000) $2,035 Shares 19,911 Est. Cost $56.57 Unrealized +76.3%
CHD Church & Dwight 1.4%
Value ($000) $2,027 Shares 24,165 Est. Cost $26.18 Unrealized +42.8%
TMO Thermo Fisher Scientific 1.4%
Value ($000) $1,995 Shares 16,319 Est. Cost $80.23 Unrealized +57.5%
COST Costco 1.4%
Value ($000) $1,993 Shares 13,786 Est. Cost $86.56 Unrealized +38.2%
PEP PepsiCo 1.4%
Value ($000) $1,981 Shares 21,009 Est. Cost $56.00 Unrealized +24.1%
AAPL Apple 1.4%
Value ($000) $1,972 Shares 17,880 Est. Cost $19.29 Unrealized +36.3%
CL Colgate Palmolive 1.4%
Value ($000) $1,911 Shares 30,115 Est. Cost $44.47 Unrealized +15.4%
Sigma-Aldrich Corp. 1.4%
Value ($000) $1,905 Shares 13,716 Est. Cost $80.43 Unrealized
Jarden 1.4%
Value ($000) $1,903 Shares 38,939 Est. Cost $54.18 Unrealized
JPM J.P. Morgan Chase 1.3%
Value ($000) $1,887 Shares 30,948 Est. Cost $36.24 Unrealized +36.9%
AMZN Amazon.com 1.3%
Value ($000) $1,884 Shares 3,680 Est. Cost $13.37 Unrealized +89.1%
Express Scripts 1.3%
Value ($000) $1,851 Shares 22,859 Est. Cost $61.73 Unrealized
Walgreens Alliance Boots 1.3%
Value ($000) $1,814 Shares 21,835 Est. Cost $76.21 Unrealized
JNJ Johnson & Johnson 1.3%
Value ($000) $1,808 Shares 19,366 Est. Cost $59.66 Unrealized +21.5%
ECL Ecolab 1.3%
Value ($000) $1,792 Shares 16,330 Est. Cost $73.48 Unrealized +35.8%
BALL Ball Corp. 1.3%
Value ($000) $1,782 Shares 28,653 Est. Cost $19.77 Unrealized +53.8%
ITW Illinois Tool Works 1.3%
Value ($000) $1,778 Shares 21,597 Est. Cost $50.19 Unrealized +36.2%
GIS General Mills 1.2%
Value ($000) $1,741 Shares 31,021 Est. Cost $31.98 Unrealized +25.0%
AMGN Amgen 1.2%
Value ($000) $1,688 Shares 12,201 Est. Cost $73.34 Unrealized +58.5%
Oracle Corp. 1.2%
Value ($000) $1,687 Shares 46,716 Est. Cost $30.81 Unrealized
United Technologies 1.2%
Value ($000) $1,676 Shares 18,834 Est. Cost $92.63 Unrealized
PG Procter & Gamble 1.2%
Value ($000) $1,656 Shares 23,013 Est. Cost $55.09 Unrealized +2.3%
XOM ExxonMobil 1.2%
Value ($000) $1,639 Shares 22,047 Est. Cost $53.73 Unrealized -8.7%
AFL AFLAC 1.2%
Value ($000) $1,631 Shares 28,052 Est. Cost $20.11 Unrealized +17.8%
ADP Automatic Data Processing 1.2%
Value ($000) $1,625 Shares 20,219 Est. Cost $45.70 Unrealized +39.8%
AXP American Express 1.1%
Value ($000) $1,609 Shares 21,706 Est. Cost $59.62 Unrealized +11.1%
Allergan, Inc. 1.1%
Value ($000) $1,571 Shares 5,779 Est. Cost $303.44 Unrealized
MMM 3M Co. 1.1%
Value ($000) $1,542 Shares 10,879 Est. Cost $61.26 Unrealized +42.8%
Stericycle 1.1%
Value ($000) $1,484 Shares 10,649 Est. Cost $111.57 Unrealized
APH Amphenol 1.1%
Value ($000) $1,474 Shares 28,931 Est. Cost $10.06 Unrealized +20.9%
WFC Wells Fargo 1.0%
Value ($000) $1,453 Shares 28,297 Est. Cost $30.42 Unrealized +35.0%
CVS CVS Health 1.0%
Value ($000) $1,450 Shares 15,026 Est. Cost $42.17 Unrealized +84.5%
AT&T 1.0%
Value ($000) $1,438 Shares 44,146 Est. Cost $35.35 Unrealized
CVX Chevron Corp. 1.0%
Value ($000) $1,426 Shares 18,078 Est. Cost $70.80 Unrealized -23.9%
ORLY O'Reilly Auto 1.0%
Value ($000) $1,422 Shares 5,688 Est. Cost $7.82 Unrealized +106.6%
MSFT Microsoft 1.0%
Value ($000) $1,391 Shares 31,429 Est. Cost $26.70 Unrealized +45.8%
IBM IBM 1.0%
Value ($000) $1,387 Shares 9,565 Est. Cost $117.21 Unrealized -18.7%
SLB Schlumberger Ltd. 1.0%
Value ($000) $1,343 Shares 19,472 Est. Cost $53.65 Unrealized +9.8%
VZ Verizon 1.0%
Value ($000) $1,337 Shares 30,729 Est. Cost $27.17 Unrealized -0.6%
HON Honeywell 1.0%
Value ($000) $1,335 Shares 14,097 Est. Cost $62.75 Unrealized +16.9%
Cerner 0.9%
Value ($000) $1,305 Shares 21,759 Est. Cost $59.63 Unrealized
DHR Danaher 0.9%
Value ($000) $1,289 Shares 15,126 Est. Cost $25.01 Unrealized +44.0%
COR AmerisourceBergen 0.9%
Value ($000) $1,285 Shares 13,524 Est. Cost $38.92 Unrealized +99.1%
CSL Carlisle 0.9%
Value ($000) $1,271 Shares 14,547 Est. Cost $56.18 Unrealized +56.0%
Google Class A 0.9%
Value ($000) $1,267 Shares 1,985 Est. Cost $872.62 Unrealized
ConocoPhillips 0.9%
Value ($000) $1,252 Shares 26,112 Est. Cost $62.84 Unrealized
LOW Lowes 0.9%
Value ($000) $1,240 Shares 17,994 Est. Cost $32.23 Unrealized +76.7%
C.R. Bard 0.9%
Value ($000) $1,237 Shares 6,638 Est. Cost $108.70 Unrealized
CLX Clorox 0.9%
Value ($000) $1,224 Shares 10,594 Est. Cost $60.00 Unrealized +39.8%
NextEra Energy 0.9%
Value ($000) $1,220 Shares 12,502 Est. Cost $82.18 Unrealized
AGL Resources 0.9%
Value ($000) $1,218 Shares 19,954 Est. Cost $43.44 Unrealized
DOV Dover 0.8%
Value ($000) $1,184 Shares 20,705 Est. Cost $39.99 Unrealized +5.5%
EMR Emerson Electric 0.8%
Value ($000) $1,183 Shares 26,780 Est. Cost $40.02 Unrealized -6.7%
BA Boeing 0.8%
Value ($000) $1,162 Shares 8,871 Est. Cost $124.11 Unrealized -0.6%
QCOM Qualcomm 0.8%
Value ($000) $1,153 Shares 21,468 Est. Cost $47.23 Unrealized -6.5%
NOC Northrop Grumman 0.8%
Value ($000) $1,141 Shares 6,874 Est. Cost $62.64 Unrealized +126.1%
Priceline Group 0.8%
Value ($000) $1,119 Shares 905 Est. Cost $1162.03 Unrealized
ROP Roper Industries 0.8%
Value ($000) $1,114 Shares 7,108 Est. Cost $113.86 Unrealized +36.3%
MCD McDonalds 0.8%
Value ($000) $1,088 Shares 11,038 Est. Cost $71.78 Unrealized +5.0%
GWW W.W. Grainger 0.7%
Value ($000) $1,051 Shares 4,889 Est. Cost $202.37 Unrealized -6.1%
BDX Becton Dickinson 0.7%
Value ($000) $1,023 Shares 7,715 Est. Cost $78.11 Unrealized +52.7%
Google Class C 0.7%
Value ($000) $1,008 Shares 1,657 Est. Cost $575.39 Unrealized
SO Southern Company 0.7%
Value ($000) $994 Shares 22,247 Est. Cost $26.33 Unrealized +7.6%
HD Home Depot 0.7%
Value ($000) $979 Shares 8,478 Est. Cost $60.45 Unrealized +49.6%
CSCO Cisco Systems 0.7%
Value ($000) $975 Shares 37,146 Est. Cost $15.24 Unrealized +28.5%
WMT Wal-Mart 0.7%
Value ($000) $963 Shares 14,857 Est. Cost $20.00 Unrealized -5.4%
GPC Genuine Parts 0.7%
Value ($000) $957 Shares 11,549 Est. Cost $54.52 Unrealized +17.0%
SHW Sherwin-Williams 0.7%
Value ($000) $940 Shares 4,218 Est. Cost $57.42 Unrealized +38.6%
TGT Target 0.7%
Value ($000) $918 Shares 11,676 Est. Cost $51.00 Unrealized +15.0%
TXN Texas Instruments 0.6%
Value ($000) $861 Shares 17,378 Est. Cost $25.31 Unrealized +45.1%
LMT Lockheed Martin 0.6%
Value ($000) $836 Shares 4,034 Est. Cost $79.82 Unrealized +92.8%
SBUX Starbucks 0.6%
Value ($000) $817 Shares 14,378 Est. Cost $33.56 Unrealized +35.0%
UNH UnitedHealth Group 0.6%
Value ($000) $806 Shares 6,947 Est. Cost $50.75 Unrealized +99.4%
GILD Gilead Sciences 0.6%
Value ($000) $801 Shares 8,157 Est. Cost $74.04 Unrealized +4.7%
Royal Dutch Shell 'A' 0.6%
Value ($000) $781 Shares 16,487 Est. Cost $63.23 Unrealized
FAST Fastenal Co. 0.5%
Value ($000) $730 Shares 19,949 Est. Cost $8.46 Unrealized -11.0%
Baker Hughes 0.5%
Value ($000) $727 Shares 13,967 Est. Cost $46.12 Unrealized
INTU Intuit 0.5%
Value ($000) $726 Shares 8,177 Est. Cost $54.39 Unrealized +64.4%
PYPL PayPal 0.5%
Value ($000) $718 Shares 23,124 Est. Cost $35.85 Unrealized 0.0%
ABT Abbott Laboratories 0.5%
Value ($000) $704 Shares 17,500 Est. Cost $29.65 Unrealized +30.9%
LLY Eli Lilly 0.5%
Value ($000) $681 Shares 8,136 Est. Cost $45.17 Unrealized +56.0%
NVO Novo Nordisk 0.5%
Value ($000) $676 Shares 12,465 Est. Cost $67.77 Unrealized
Celgene 0.5%
Value ($000) $666 Shares 6,159 Est. Cost $108.13 Unrealized
Dominion Resources 0.5%
Value ($000) $660 Shares 9,383 Est. Cost $56.86 Unrealized
BIIB Biogen IDEC Inc. 0.5%
Value ($000) $648 Shares 2,220 Est. Cost $287.26 Unrealized +15.0%
IDXX IDEXX Laboratories 0.5%
Value ($000) $635 Shares 8,554 Est. Cost $67.00 Unrealized +6.9%
St. Jude Medical 0.4%
Value ($000) $629 Shares 9,971 Est. Cost $46.78 Unrealized
EMC 0.4%
Value ($000) $627 Shares 25,940 Est. Cost $23.70 Unrealized
Anadarko Petroleum 0.4%
Value ($000) $617 Shares 10,217 Est. Cost $85.79 Unrealized
BUD Anheuser-Busch InBev 0.4%
Value ($000) $617 Shares 5,800 Est. Cost $90.56 Unrealized
DLTR Dollar Tree 0.4%
Value ($000) $602 Shares 9,025 Est. Cost $49.81 Unrealized +50.7%
BB&T Corp. 0.4%
Value ($000) $582 Shares 16,355 Est. Cost $35.62 Unrealized
Bemis 0.4%
Value ($000) $567 Shares 14,340 Est. Cost $39.17 Unrealized
ITT Corporation 0.4%
Value ($000) $554 Shares 16,580 Est. Cost $39.97 Unrealized
WDC Western Digital Corp 0.4%
Value ($000) $551 Shares 6,939 Est. Cost $61.90 Unrealized -17.8%
APD Air Products & Chem. 0.4%
Value ($000) $544 Shares 4,264 Est. Cost $61.55 Unrealized +59.9%
EW Edwards Lifesciences 0.4%
Value ($000) $534 Shares 3,755 Est. Cost $11.54 Unrealized +109.2%
Praxair 0.4%
Value ($000) $522 Shares 5,121 Est. Cost $118.51 Unrealized
Unilever N.V. 0.4%
Value ($000) $510 Shares 12,697 Est. Cost $39.34 Unrealized
META Facebook 0.4%
Value ($000) $510 Shares 5,671 Est. Cost $91.13 Unrealized 0.0%
Flowserve 0.3%
Value ($000) $470 Shares 11,428 Est. Cost $59.86 Unrealized
FLR Fluor Corporation 0.3%
Value ($000) $463 Shares 10,937 Est. Cost $56.60 Unrealized -25.0%
DE Deere 0.3%
Value ($000) $460 Shares 6,220 Est. Cost $70.31 Unrealized +4.3%
MKC McCormick 0.3%
Value ($000) $447 Shares 5,437 Est. Cost $28.19 Unrealized +18.3%
DCI Donaldson 0.3%
Value ($000) $437 Shares 15,550 Est. Cost $29.57 Unrealized -8.6%
SJM J.M. Smucker 0.3%
Value ($000) $432 Shares 3,790 Est. Cost $71.06 Unrealized +15.0%
FDS Factset Research 0.3%
Value ($000) $416 Shares 2,602 Est. Cost $83.78 Unrealized +75.3%
Johnson Controls 0.3%
Value ($000) $402 Shares 9,725 Est. Cost $46.87 Unrealized
MAR Marriott Intl. Class A 0.3%
Value ($000) $389 Shares 5,699 Est. Cost $36.65 Unrealized +78.3%
Duke Energy 0.3%
Value ($000) $376 Shares 5,225 Est. Cost $73.55 Unrealized
GlaxoSmithkline PLC 0.3%
Value ($000) $361 Shares 9,391 Est. Cost $42.75 Unrealized
R Ryder System 0.2%
Value ($000) $322 Shares 4,355 Est. Cost $85.35 Unrealized 0.0%
FDX FedEx 0.2%
Value ($000) $316 Shares 2,192 Est. Cost $81.95 Unrealized +66.3%
HAL Halliburton 0.2%
Value ($000) $312 Shares 8,835 Est. Cost $37.78 Unrealized -14.8%
Bed Bath & Beyond 0.2%
Value ($000) $311 Shares 5,460 Est. Cost $75.17 Unrealized
TECO Energy 0.2%
Value ($000) $309 Shares 11,765 Est. Cost $17.88 Unrealized
Varian Med Sys Inc 0.2%
Value ($000) $283 Shares 3,830 Est. Cost $67.66 Unrealized
Whole Foods Market 0.2%
Value ($000) $282 Shares 8,915 Est. Cost $43.01 Unrealized
SanDisk 0.2%
Value ($000) $267 Shares 4,915 Est. Cost $57.38 Unrealized
Altria Group 0.2%
Value ($000) $264 Shares 4,850 Est. Cost $46.29 Unrealized
General Motors 0.2%
Value ($000) $252 Shares 8,385 Est. Cost $30.05 Unrealized
ORI Old Republic Int'l 0.2%
Value ($000) $250 Shares 15,960 Est. Cost $6.80 Unrealized +10.9%
KMB Kimberly Clark 0.2%
Value ($000) $242 Shares 2,220 Est. Cost $63.34 Unrealized +22.2%
PPL Corp 0.2%
Value ($000) $217 Shares 6,610 Est. Cost $32.83 Unrealized
R. R. Donelley 0.1%
Value ($000) $210 Shares 14,400 Est. Cost $16.52 Unrealized
BP BP 0.1%
Value ($000) $202 Shares 6,620 Est. Cost $38.29 Unrealized
Frontier Communications 0.1%
Value ($000) $186 Shares 39,170 Est. Cost $6.23 Unrealized
Franklin Street Properties 0.1%
Value ($000) $141 Shares 13,125 Est. Cost $11.27 Unrealized
Kronos Worldwide 0.1%
Value ($000) $127 Shares 20,460 Est. Cost $10.95 Unrealized
Noble Corp 0.1%
Value ($000) $114 Shares 10,425 Est. Cost $16.46 Unrealized
AMD Advanced Micro 0.0%
Value ($000) $31 Shares 18,000 Est. Cost $4.05 Unrealized -53.6%