EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 29, 2016

Total Value ($000): $144,437 (100.0% shares, 0.0% debt)

Holdings (130)

AMZN Amazon.com 1.6%
Value ($000) $2,374 Shares 3,513 Est. Cost $13.37 Unrealized +135.7%
TMO Thermo Fisher Scientific 1.6%
Value ($000) $2,276 Shares 16,043 Est. Cost $80.23 Unrealized +61.4%
COST Costco 1.5%
Value ($000) $2,210 Shares 13,687 Est. Cost $86.56 Unrealized +53.5%
Visa 1.5%
Value ($000) $2,195 Shares 28,306 Est. Cost $96.64 Unrealized
Jarden 1.5%
Value ($000) $2,141 Shares 37,474 Est. Cost $54.18 Unrealized
NKE Nike 1.5%
Value ($000) $2,106 Shares 33,692 Est. Cost $41.21 Unrealized +37.5%
FISV Fiserv 1.5%
Value ($000) $2,104 Shares 23,002 Est. Cost $24.54 Unrealized +91.4%
BALL Ball Corp. 1.4%
Value ($000) $2,074 Shares 28,514 Est. Cost $19.77 Unrealized +55.5%
PEP PepsiCo 1.4%
Value ($000) $2,074 Shares 20,754 Est. Cost $56.00 Unrealized +31.2%
ITW Illinois Tool Works 1.4%
Value ($000) $2,071 Shares 22,347 Est. Cost $50.91 Unrealized +40.3%
DIS Walt Disney 1.4%
Value ($000) $2,053 Shares 19,538 Est. Cost $56.57 Unrealized +80.7%
JPM J.P. Morgan Chase 1.4%
Value ($000) $2,051 Shares 31,063 Est. Cost $36.24 Unrealized +37.1%
CHD Church & Dwight 1.4%
Value ($000) $2,040 Shares 24,033 Est. Cost $26.18 Unrealized +43.3%
CTSH Cognizant Tech 1.4%
Value ($000) $2,020 Shares 33,651 Est. Cost $36.71 Unrealized +55.6%
Express Scripts 1.4%
Value ($000) $2,001 Shares 22,887 Est. Cost $61.73 Unrealized
SYK Stryker 1.4%
Value ($000) $1,998 Shares 21,503 Est. Cost $56.92 Unrealized +49.7%
CL Colgate Palmolive 1.4%
Value ($000) $1,997 Shares 29,981 Est. Cost $44.47 Unrealized +18.1%
AMGN Amgen 1.4%
Value ($000) $1,977 Shares 12,180 Est. Cost $73.34 Unrealized +58.8%
JNJ Johnson & Johnson 1.4%
Value ($000) $1,971 Shares 19,191 Est. Cost $59.66 Unrealized +27.3%
AAPL Apple 1.3%
Value ($000) $1,858 Shares 17,649 Est. Cost $19.29 Unrealized +33.4%
ECL Ecolab 1.3%
Value ($000) $1,849 Shares 16,169 Est. Cost $73.48 Unrealized +43.2%
Walgreens Alliance Boots 1.3%
Value ($000) $1,847 Shares 21,695 Est. Cost $76.21 Unrealized
BA Boeing 1.3%
Value ($000) $1,828 Shares 12,646 Est. Cost $125.53 Unrealized +2.7%
PG Procter & Gamble 1.3%
Value ($000) $1,817 Shares 22,882 Est. Cost $55.09 Unrealized +5.2%
United Technologies 1.2%
Value ($000) $1,796 Shares 18,691 Est. Cost $92.63 Unrealized
Allergan, Inc. 1.2%
Value ($000) $1,784 Shares 5,710 Est. Cost $303.44 Unrealized
GIS General Mills 1.2%
Value ($000) $1,774 Shares 30,771 Est. Cost $31.98 Unrealized +26.5%
XOM ExxonMobil 1.2%
Value ($000) $1,743 Shares 22,355 Est. Cost $53.70 Unrealized -4.3%
ADP Automatic Data Processing 1.2%
Value ($000) $1,695 Shares 20,011 Est. Cost $45.70 Unrealized +51.3%
MSFT Microsoft 1.2%
Value ($000) $1,682 Shares 30,319 Est. Cost $26.70 Unrealized +72.0%
Oracle Corp. 1.2%
Value ($000) $1,677 Shares 45,916 Est. Cost $30.81 Unrealized
AFL AFLAC 1.2%
Value ($000) $1,665 Shares 27,799 Est. Cost $20.11 Unrealized +22.0%
MMM 3M Co. 1.1%
Value ($000) $1,627 Shares 10,803 Est. Cost $61.26 Unrealized +50.3%
APH Amphenol 1.1%
Value ($000) $1,611 Shares 30,851 Est. Cost $10.19 Unrealized +19.2%
CVX Chevron Corp. 1.1%
Value ($000) $1,571 Shares 17,468 Est. Cost $70.80 Unrealized -17.5%
AXP American Express 1.1%
Value ($000) $1,550 Shares 22,281 Est. Cost $59.70 Unrealized +5.3%
WFC Wells Fargo 1.1%
Value ($000) $1,548 Shares 28,472 Est. Cost $30.42 Unrealized +34.2%
AT&T 1.1%
Value ($000) $1,541 Shares 44,791 Est. Cost $35.33 Unrealized
EMR Emerson Electric 1.1%
Value ($000) $1,526 Shares 31,913 Est. Cost $39.46 Unrealized -7.5%
COR AmerisourceBergen 1.0%
Value ($000) $1,495 Shares 14,411 Est. Cost $41.00 Unrealized +77.5%
CVS CVS Health 1.0%
Value ($000) $1,460 Shares 14,936 Est. Cost $42.17 Unrealized +72.2%
HON Honeywell 1.0%
Value ($000) $1,455 Shares 14,052 Est. Cost $62.75 Unrealized +18.4%
Alphabet Class A 1.0%
Value ($000) $1,435 Shares 1,845 Est. Cost $777.78 Unrealized
ORLY O'Reilly Auto 1.0%
Value ($000) $1,409 Shares 5,561 Est. Cost $7.82 Unrealized +121.9%
DOV Dover 1.0%
Value ($000) $1,375 Shares 22,435 Est. Cost $40.19 Unrealized +5.9%
LOW Lowes 0.9%
Value ($000) $1,366 Shares 17,964 Est. Cost $32.23 Unrealized +91.5%
DHR Danaher 0.9%
Value ($000) $1,335 Shares 14,369 Est. Cost $25.01 Unrealized +52.9%
CSL Carlisle 0.9%
Value ($000) $1,328 Shares 14,972 Est. Cost $56.79 Unrealized +37.0%
SLB Schlumberger Ltd. 0.9%
Value ($000) $1,322 Shares 18,950 Est. Cost $53.65 Unrealized +4.6%
Cerner 0.9%
Value ($000) $1,312 Shares 21,804 Est. Cost $59.63 Unrealized
VZ Verizon 0.9%
Value ($000) $1,295 Shares 28,025 Est. Cost $27.17 Unrealized -0.9%
NextEra Energy 0.9%
Value ($000) $1,294 Shares 12,456 Est. Cost $82.18 Unrealized
IBM IBM 0.9%
Value ($000) $1,288 Shares 9,360 Est. Cost $117.21 Unrealized -25.3%
Stericycle 0.9%
Value ($000) $1,285 Shares 10,654 Est. Cost $111.57 Unrealized
C.R. Bard 0.9%
Value ($000) $1,270 Shares 6,703 Est. Cost $108.70 Unrealized
SHW Sherwin-Williams 0.9%
Value ($000) $1,264 Shares 4,868 Est. Cost $60.26 Unrealized +30.6%
ROP Roper Industries 0.9%
Value ($000) $1,259 Shares 6,634 Est. Cost $113.86 Unrealized +51.4%
NOC Northrop Grumman 0.9%
Value ($000) $1,255 Shares 6,645 Est. Cost $62.64 Unrealized +148.5%
CLX Clorox 0.9%
Value ($000) $1,251 Shares 9,865 Est. Cost $60.00 Unrealized +55.4%
MCD McDonalds 0.9%
Value ($000) $1,243 Shares 10,524 Est. Cost $71.78 Unrealized +21.5%
Alphabet Class C 0.8%
Value ($000) $1,215 Shares 1,601 Est. Cost $758.90 Unrealized
BDX Becton Dickinson 0.8%
Value ($000) $1,207 Shares 7,831 Est. Cost $78.78 Unrealized +56.7%
Priceline Group 0.8%
Value ($000) $1,187 Shares 931 Est. Cost $1165.19 Unrealized
ConocoPhillips 0.8%
Value ($000) $1,166 Shares 24,979 Est. Cost $62.84 Unrealized
GWW W.W. Grainger 0.8%
Value ($000) $1,113 Shares 5,492 Est. Cost $199.35 Unrealized -12.3%
CSCO Cisco Systems 0.7%
Value ($000) $1,014 Shares 37,351 Est. Cost $15.24 Unrealized +32.3%
AGL Resources 0.7%
Value ($000) $1,013 Shares 15,881 Est. Cost $43.44 Unrealized
GPC Genuine Parts 0.7%
Value ($000) $1,004 Shares 11,684 Est. Cost $54.64 Unrealized +19.4%
HD Home Depot 0.7%
Value ($000) $987 Shares 7,462 Est. Cost $60.45 Unrealized +65.4%
SO Southern Company 0.7%
Value ($000) $969 Shares 20,701 Est. Cost $26.33 Unrealized +12.5%
TXN Texas Instruments 0.7%
Value ($000) $943 Shares 17,198 Est. Cost $25.31 Unrealized +67.1%
SBUX Starbucks 0.6%
Value ($000) $876 Shares 14,594 Est. Cost $33.80 Unrealized +46.2%
WMT Wal-Mart 0.6%
Value ($000) $869 Shares 14,179 Est. Cost $20.00 Unrealized -16.8%
UNH UnitedHealth Group 0.6%
Value ($000) $854 Shares 7,259 Est. Cost $52.83 Unrealized +87.9%
PYPL PayPal 0.6%
Value ($000) $839 Shares 23,184 Est. Cost $35.85 Unrealized -1.8%
R Ryder System 0.6%
Value ($000) $833 Shares 14,656 Est. Cost $71.81 Unrealized -8.0%
LMT Lockheed Martin 0.6%
Value ($000) $813 Shares 3,745 Est. Cost $79.82 Unrealized +107.2%
FAST Fastenal Co. 0.6%
Value ($000) $799 Shares 19,574 Est. Cost $8.46 Unrealized -10.9%
INTU Intuit 0.6%
Value ($000) $798 Shares 8,272 Est. Cost $54.79 Unrealized +63.1%
ABT Abbott Laboratories 0.5%
Value ($000) $781 Shares 17,380 Est. Cost $29.65 Unrealized +23.3%
GILD Gilead Sciences 0.5%
Value ($000) $770 Shares 7,607 Est. Cost $74.04 Unrealized -1.5%
Celgene 0.5%
Value ($000) $748 Shares 6,244 Est. Cost $108.29 Unrealized
Royal Dutch Shell 'A' 0.5%
Value ($000) $741 Shares 16,187 Est. Cost $63.23 Unrealized
BUD Anheuser-Busch InBev 0.5%
Value ($000) $734 Shares 5,870 Est. Cost $90.97 Unrealized
NVO Novo Nordisk 0.5%
Value ($000) $718 Shares 12,360 Est. Cost $67.77 Unrealized
TGT Target 0.5%
Value ($000) $701 Shares 9,659 Est. Cost $51.00 Unrealized +8.3%
EMC 0.5%
Value ($000) $673 Shares 26,200 Est. Cost $23.72 Unrealized
LLY Eli Lilly 0.5%
Value ($000) $668 Shares 7,924 Est. Cost $45.17 Unrealized +54.3%
DLTR Dollar Tree 0.5%
Value ($000) $654 Shares 8,475 Est. Cost $49.81 Unrealized +40.4%
META Facebook 0.4%
Value ($000) $645 Shares 6,161 Est. Cost $91.99 Unrealized +10.9%
Bemis 0.4%
Value ($000) $638 Shares 14,280 Est. Cost $39.17 Unrealized
Dominion Resources 0.4%
Value ($000) $625 Shares 9,233 Est. Cost $56.86 Unrealized
IDXX IDEXX Laboratories 0.4%
Value ($000) $622 Shares 8,524 Est. Cost $67.00 Unrealized +6.5%
Baker Hughes 0.4%
Value ($000) $616 Shares 13,342 Est. Cost $46.12 Unrealized
BIIB Biogen IDEC Inc. 0.4%
Value ($000) $610 Shares 1,990 Est. Cost $287.26 Unrealized +0.0%
St. Jude Medical 0.4%
Value ($000) $604 Shares 9,773 Est. Cost $46.78 Unrealized
EW Edwards Lifesciences 0.4%
Value ($000) $593 Shares 7,510 Est. Cost $18.75 Unrealized +38.5%
QCOM Qualcomm 0.4%
Value ($000) $578 Shares 11,571 Est. Cost $47.23 Unrealized -15.3%
TOL Toll Brothers 0.4%
Value ($000) $571 Shares 17,138 Est. Cost $35.68 Unrealized 0.0%
APD Air Products & Chem. 0.4%
Value ($000) $553 Shares 4,249 Est. Cost $61.55 Unrealized +59.2%
Unilever N.V. 0.4%
Value ($000) $539 Shares 12,440 Est. Cost $39.34 Unrealized
Praxair 0.4%
Value ($000) $517 Shares 5,051 Est. Cost $118.51 Unrealized
BB&T Corp. 0.4%
Value ($000) $514 Shares 13,605 Est. Cost $35.62 Unrealized
SJM J.M. Smucker 0.4%
Value ($000) $514 Shares 4,170 Est. Cost $72.59 Unrealized +21.1%
SPY S&P 500 SPDR 0.4%
Value ($000) $511 Shares 2,505 Est. Cost $203.99 Unrealized
MKC McCormick 0.3%
Value ($000) $438 Shares 5,120 Est. Cost $28.19 Unrealized +23.5%
Duke Energy 0.3%
Value ($000) $435 Shares 6,087 Est. Cost $73.26 Unrealized
DCI Donaldson 0.3%
Value ($000) $432 Shares 15,085 Est. Cost $29.57 Unrealized -15.8%
Valspar 0.3%
Value ($000) $430 Shares 5,180 Est. Cost $83.01 Unrealized
FDS Factset Research 0.3%
Value ($000) $400 Shares 2,463 Est. Cost $83.78 Unrealized +80.4%
DE Deere 0.3%
Value ($000) $399 Shares 5,225 Est. Cost $70.31 Unrealized -7.5%
ITT Corporation 0.3%
Value ($000) $388 Shares 10,675 Est. Cost $39.97 Unrealized
Anadarko Petroleum 0.3%
Value ($000) $384 Shares 7,907 Est. Cost $85.79 Unrealized
MAR Marriott Intl. Class A 0.3%
Value ($000) $382 Shares 5,699 Est. Cost $36.65 Unrealized +79.1%
Johnson Controls 0.3%
Value ($000) $370 Shares 9,360 Est. Cost $46.87 Unrealized
Principal Financial Group 0.2%
Value ($000) $334 Shares 7,435 Est. Cost $44.92 Unrealized
HAL Halliburton 0.2%
Value ($000) $327 Shares 9,595 Est. Cost $37.24 Unrealized -16.8%
FDX FedEx 0.2%
Value ($000) $327 Shares 2,192 Est. Cost $81.95 Unrealized +61.4%
Varian Med Sys Inc 0.2%
Value ($000) $320 Shares 3,955 Est. Cost $68.08 Unrealized
SanDisk 0.2%
Value ($000) $318 Shares 4,180 Est. Cost $57.38 Unrealized
KMB Kimberly Clark 0.2%
Value ($000) $283 Shares 2,220 Est. Cost $63.34 Unrealized +34.2%
GlaxoSmithkline PLC 0.2%
Value ($000) $281 Shares 6,971 Est. Cost $42.75 Unrealized
ADI Analog Devices 0.2%
Value ($000) $267 Shares 4,826 Est. Cost $48.08 Unrealized 0.0%
SNA Snap-on 0.2%
Value ($000) $257 Shares 1,500 Est. Cost $130.90 Unrealized 0.0%
Bed Bath & Beyond 0.2%
Value ($000) $237 Shares 4,920 Est. Cost $75.17 Unrealized
EFX Equifax 0.1%
Value ($000) $212 Shares 1,900 Est. Cost $98.15 Unrealized 0.0%
General Electric 0.1%
Value ($000) $209 Shares 6,717 Est. Cost $31.12 Unrealized
General Motors 0.1%
Value ($000) $203 Shares 5,960 Est. Cost $30.05 Unrealized
Frontier Communications 0.1%
Value ($000) $120 Shares 25,785 Est. Cost $6.23 Unrealized
AMD Advanced Micro 0.0%
Value ($000) $29 Shares 10,205 Est. Cost $4.05 Unrealized -44.7%