EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 29, 2016

Total Value ($000): $144,545 (100.0% shares, 0.0% debt)

Holdings (130)

TMO Thermo Fisher Scientific 1.5%
Value ($000) $2,172 Shares 15,343 Est. Cost $80.23 Unrealized +62.4%
SYK Stryker 1.5%
Value ($000) $2,154 Shares 20,075 Est. Cost $56.92 Unrealized +54.9%
ITW Illinois Tool Works 1.5%
Value ($000) $2,149 Shares 20,980 Est. Cost $50.91 Unrealized +43.9%
FISV Fiserv 1.5%
Value ($000) $2,144 Shares 20,902 Est. Cost $24.54 Unrealized +93.3%
CHD Church & Dwight 1.4%
Value ($000) $2,084 Shares 22,607 Est. Cost $26.18 Unrealized +46.6%
Visa 1.4%
Value ($000) $2,071 Shares 27,081 Est. Cost $96.64 Unrealized
PEP PepsiCo 1.4%
Value ($000) $2,065 Shares 20,147 Est. Cost $56.00 Unrealized +30.8%
Jarden 1.4%
Value ($000) $2,056 Shares 34,883 Est. Cost $54.18 Unrealized
AMZN Amazon.com 1.4%
Value ($000) $2,053 Shares 3,458 Est. Cost $13.37 Unrealized +112.2%
CTSH Cognizant Tech 1.4%
Value ($000) $2,051 Shares 32,706 Est. Cost $36.71 Unrealized +40.4%
COST Costco 1.4%
Value ($000) $2,041 Shares 12,955 Est. Cost $86.56 Unrealized +47.6%
CL Colgate Palmolive 1.4%
Value ($000) $2,037 Shares 28,834 Est. Cost $44.47 Unrealized +18.9%
JNJ Johnson & Johnson 1.4%
Value ($000) $2,000 Shares 18,486 Est. Cost $59.66 Unrealized +32.0%
BALL Ball Corp. 1.4%
Value ($000) $1,974 Shares 27,689 Est. Cost $19.77 Unrealized +55.4%
DHR Danaher 1.4%
Value ($000) $1,959 Shares 20,653 Est. Cost $28.49 Unrealized +28.0%
NKE Nike 1.3%
Value ($000) $1,905 Shares 30,997 Est. Cost $41.21 Unrealized +29.1%
DIS Walt Disney 1.3%
Value ($000) $1,891 Shares 19,038 Est. Cost $56.57 Unrealized +57.3%
AAPL Apple 1.3%
Value ($000) $1,879 Shares 17,237 Est. Cost $19.29 Unrealized +16.9%
XOM ExxonMobil 1.3%
Value ($000) $1,852 Shares 22,151 Est. Cost $53.70 Unrealized -3.2%
GIS General Mills 1.3%
Value ($000) $1,826 Shares 28,826 Est. Cost $31.98 Unrealized +28.8%
Oracle Corp. 1.3%
Value ($000) $1,825 Shares 44,616 Est. Cost $30.81 Unrealized
JPM J.P. Morgan Chase 1.3%
Value ($000) $1,823 Shares 30,783 Est. Cost $36.24 Unrealized +23.8%
PG Procter & Gamble 1.3%
Value ($000) $1,822 Shares 22,140 Est. Cost $55.09 Unrealized +11.9%
United Technologies 1.3%
Value ($000) $1,821 Shares 18,196 Est. Cost $92.63 Unrealized
Walgreens Alliance Boots 1.2%
Value ($000) $1,801 Shares 21,379 Est. Cost $76.21 Unrealized
AMGN Amgen 1.2%
Value ($000) $1,799 Shares 11,997 Est. Cost $73.34 Unrealized +51.1%
MMM 3M Co. 1.2%
Value ($000) $1,796 Shares 10,781 Est. Cost $61.26 Unrealized +51.4%
ECL Ecolab 1.2%
Value ($000) $1,764 Shares 15,814 Est. Cost $73.48 Unrealized +29.7%
APH Amphenol 1.2%
Value ($000) $1,752 Shares 30,296 Est. Cost $10.19 Unrealized +16.1%
CVX Chevron Corp. 1.2%
Value ($000) $1,731 Shares 18,143 Est. Cost $70.30 Unrealized -18.3%
ADP Automatic Data Processing 1.2%
Value ($000) $1,724 Shares 19,221 Est. Cost $45.70 Unrealized +48.1%
AFL AFLAC 1.2%
Value ($000) $1,714 Shares 27,139 Est. Cost $20.11 Unrealized +17.3%
AT&T 1.2%
Value ($000) $1,684 Shares 42,989 Est. Cost $35.33 Unrealized
EMR Emerson Electric 1.2%
Value ($000) $1,683 Shares 30,958 Est. Cost $39.46 Unrealized -5.3%
BA Boeing 1.1%
Value ($000) $1,619 Shares 12,755 Est. Cost $125.53 Unrealized -10.9%
MSFT Microsoft 1.1%
Value ($000) $1,609 Shares 29,129 Est. Cost $26.70 Unrealized +72.5%
HON Honeywell 1.1%
Value ($000) $1,563 Shares 13,949 Est. Cost $62.75 Unrealized +21.6%
Cerner 1.1%
Value ($000) $1,563 Shares 29,512 Est. Cost $57.89 Unrealized
IBM IBM 1.1%
Value ($000) $1,533 Shares 10,121 Est. Cost $114.72 Unrealized -26.7%
SLB Schlumberger Ltd. 1.1%
Value ($000) $1,533 Shares 20,784 Est. Cost $53.60 Unrealized -0.9%
Express Scripts 1.1%
Value ($000) $1,532 Shares 22,305 Est. Cost $61.73 Unrealized
CVS CVS Health 1.0%
Value ($000) $1,514 Shares 14,593 Est. Cost $42.17 Unrealized +71.7%
DOV Dover 1.0%
Value ($000) $1,511 Shares 23,486 Est. Cost $40.22 Unrealized +1.9%
Allergan, Inc. 1.0%
Value ($000) $1,510 Shares 5,633 Est. Cost $303.44 Unrealized
VZ Verizon 1.0%
Value ($000) $1,476 Shares 27,302 Est. Cost $27.17 Unrealized +10.5%
CSL Carlisle 1.0%
Value ($000) $1,440 Shares 14,472 Est. Cost $56.79 Unrealized +37.0%
AXP American Express 1.0%
Value ($000) $1,429 Shares 23,278 Est. Cost $59.31 Unrealized -14.9%
ORLY O'Reilly Auto 1.0%
Value ($000) $1,419 Shares 5,184 Est. Cost $7.82 Unrealized +118.4%
CLX Clorox 1.0%
Value ($000) $1,383 Shares 10,970 Est. Cost $63.64 Unrealized +51.0%
WFC Wells Fargo 0.9%
Value ($000) $1,354 Shares 27,993 Est. Cost $30.42 Unrealized +22.0%
NextEra Energy 0.9%
Value ($000) $1,339 Shares 11,316 Est. Cost $82.18 Unrealized
SHW Sherwin-Williams 0.9%
Value ($000) $1,324 Shares 4,651 Est. Cost $60.26 Unrealized +32.5%
Stericycle 0.9%
Value ($000) $1,312 Shares 10,395 Est. Cost $111.57 Unrealized
C.R. Bard 0.9%
Value ($000) $1,298 Shares 6,406 Est. Cost $108.70 Unrealized
LOW Lowes 0.9%
Value ($000) $1,295 Shares 17,098 Est. Cost $32.23 Unrealized +82.7%
Alphabet Class A 0.9%
Value ($000) $1,295 Shares 1,698 Est. Cost $777.78 Unrealized
ConocoPhillips 0.9%
Value ($000) $1,276 Shares 31,679 Est. Cost $58.07 Unrealized
MCD McDonalds 0.9%
Value ($000) $1,266 Shares 10,073 Est. Cost $71.78 Unrealized +30.9%
COR AmerisourceBergen 0.9%
Value ($000) $1,251 Shares 14,456 Est. Cost $41.00 Unrealized +61.6%
GWW W.W. Grainger 0.9%
Value ($000) $1,246 Shares 5,337 Est. Cost $199.35 Unrealized -10.0%
BDX Becton Dickinson 0.8%
Value ($000) $1,209 Shares 7,961 Est. Cost $79.49 Unrealized +53.7%
ROP Roper Industries 0.8%
Value ($000) $1,204 Shares 6,585 Est. Cost $113.86 Unrealized +42.5%
NOC Northrop Grumman 0.8%
Value ($000) $1,180 Shares 5,961 Est. Cost $62.64 Unrealized +157.1%
Priceline Group 0.8%
Value ($000) $1,138 Shares 883 Est. Cost $1165.19 Unrealized
GPC Genuine Parts 0.8%
Value ($000) $1,137 Shares 11,439 Est. Cost $54.64 Unrealized +22.0%
Alphabet Class C 0.8%
Value ($000) $1,122 Shares 1,506 Est. Cost $758.90 Unrealized
SO Southern Company 0.7%
Value ($000) $1,038 Shares 20,067 Est. Cost $26.33 Unrealized +22.4%
CSCO Cisco Systems 0.7%
Value ($000) $1,026 Shares 36,036 Est. Cost $15.24 Unrealized +24.3%
R Ryder System 0.7%
Value ($000) $995 Shares 15,366 Est. Cost $71.11 Unrealized -20.1%
HD Home Depot 0.7%
Value ($000) $967 Shares 7,246 Est. Cost $60.45 Unrealized +62.7%
AGL Resources 0.7%
Value ($000) $963 Shares 14,788 Est. Cost $43.44 Unrealized
WMT Wal-Mart 0.7%
Value ($000) $961 Shares 14,024 Est. Cost $20.00 Unrealized -8.4%
TXN Texas Instruments 0.6%
Value ($000) $932 Shares 16,223 Est. Cost $25.31 Unrealized +60.1%
FAST Fastenal Co. 0.6%
Value ($000) $909 Shares 18,549 Est. Cost $8.46 Unrealized -0.9%
UNH UnitedHealth Group 0.6%
Value ($000) $884 Shares 6,859 Est. Cost $52.83 Unrealized +91.0%
PYPL PayPal 0.6%
Value ($000) $845 Shares 21,881 Est. Cost $35.85 Unrealized +0.5%
LMT Lockheed Martin 0.6%
Value ($000) $809 Shares 3,652 Est. Cost $79.82 Unrealized +107.0%
SBUX Starbucks 0.6%
Value ($000) $808 Shares 13,534 Est. Cost $33.80 Unrealized +40.3%
INTU Intuit 0.6%
Value ($000) $807 Shares 7,762 Est. Cost $54.79 Unrealized +63.4%
META Facebook 0.5%
Value ($000) $787 Shares 6,894 Est. Cost $93.35 Unrealized +12.2%
Royal Dutch Shell 'A' 0.5%
Value ($000) $784 Shares 16,189 Est. Cost $63.23 Unrealized
Celgene 0.5%
Value ($000) $782 Shares 7,809 Est. Cost $106.66 Unrealized
TGT Target 0.5%
Value ($000) $779 Shares 9,464 Est. Cost $51.00 Unrealized +10.6%
ABT Abbott Laboratories 0.5%
Value ($000) $764 Shares 18,270 Est. Cost $29.81 Unrealized +10.7%
Dominion Resources 0.5%
Value ($000) $694 Shares 9,233 Est. Cost $56.86 Unrealized
BUD Anheuser-Busch InBev 0.5%
Value ($000) $689 Shares 5,528 Est. Cost $90.97 Unrealized
GILD Gilead Sciences 0.5%
Value ($000) $689 Shares 7,497 Est. Cost $74.04 Unrealized -14.3%
Bemis 0.5%
Value ($000) $678 Shares 13,090 Est. Cost $39.17 Unrealized
DLTR Dollar Tree 0.5%
Value ($000) $664 Shares 8,055 Est. Cost $49.81 Unrealized +58.3%
IDXX IDEXX Laboratories 0.5%
Value ($000) $654 Shares 8,354 Est. Cost $67.00 Unrealized +7.5%
NVO Novo Nordisk 0.4%
Value ($000) $633 Shares 11,680 Est. Cost $67.77 Unrealized
EMC 0.4%
Value ($000) $628 Shares 23,575 Est. Cost $23.72 Unrealized
QCOM Qualcomm 0.4%
Value ($000) $618 Shares 12,091 Est. Cost $46.78 Unrealized -21.1%
APD Air Products & Chem. 0.4%
Value ($000) $579 Shares 4,019 Est. Cost $61.55 Unrealized +53.9%
Baker Hughes 0.4%
Value ($000) $569 Shares 12,972 Est. Cost $46.12 Unrealized
Duke Energy 0.4%
Value ($000) $552 Shares 6,841 Est. Cost $74.08 Unrealized
EW Edwards Lifesciences 0.4%
Value ($000) $550 Shares 6,240 Est. Cost $18.75 Unrealized +47.1%
Praxair 0.4%
Value ($000) $550 Shares 4,809 Est. Cost $118.51 Unrealized
LLY Eli Lilly 0.4%
Value ($000) $549 Shares 7,624 Est. Cost $45.17 Unrealized +41.6%
Valspar 0.4%
Value ($000) $541 Shares 5,055 Est. Cost $83.01 Unrealized
Unilever N.V. 0.4%
Value ($000) $540 Shares 12,090 Est. Cost $39.34 Unrealized
BIIB Biogen IDEC Inc. 0.4%
Value ($000) $535 Shares 2,055 Est. Cost $286.52 Unrealized -7.8%
DCI Donaldson 0.4%
Value ($000) $528 Shares 16,560 Est. Cost $29.17 Unrealized -14.2%
St. Jude Medical 0.4%
Value ($000) $519 Shares 9,433 Est. Cost $46.78 Unrealized
SJM J.M. Smucker 0.3%
Value ($000) $469 Shares 3,610 Est. Cost $72.59 Unrealized +28.7%
MKC McCormick 0.3%
Value ($000) $467 Shares 4,690 Est. Cost $28.19 Unrealized +32.2%
BB&T Corp. 0.3%
Value ($000) $439 Shares 13,190 Est. Cost $35.62 Unrealized
TOL Toll Brothers 0.3%
Value ($000) $398 Shares 13,483 Est. Cost $35.68 Unrealized -21.7%
MAR Marriott Intl. Class A 0.3%
Value ($000) $383 Shares 5,384 Est. Cost $36.65 Unrealized +62.5%
HAL Halliburton 0.3%
Value ($000) $375 Shares 10,510 Est. Cost $36.34 Unrealized -25.8%
DE Deere 0.3%
Value ($000) $370 Shares 4,805 Est. Cost $70.31 Unrealized -5.7%
FDS Factset Research 0.3%
Value ($000) $369 Shares 2,433 Est. Cost $83.78 Unrealized +60.7%
ITT Corporation 0.3%
Value ($000) $363 Shares 9,830 Est. Cost $39.97 Unrealized
FDX FedEx 0.2%
Value ($000) $357 Shares 2,192 Est. Cost $81.95 Unrealized +45.4%
SNA Snap-on 0.2%
Value ($000) $314 Shares 2,000 Est. Cost $128.41 Unrealized -5.8%
Johnson Controls 0.2%
Value ($000) $303 Shares 7,785 Est. Cost $46.87 Unrealized
Principal Financial Group 0.2%
Value ($000) $294 Shares 7,465 Est. Cost $44.92 Unrealized
GlaxoSmithkline PLC 0.2%
Value ($000) $291 Shares 7,164 Est. Cost $42.69 Unrealized
Varian Med Sys Inc 0.2%
Value ($000) $287 Shares 3,590 Est. Cost $68.08 Unrealized
ADI Analog Devices 0.2%
Value ($000) $283 Shares 4,786 Est. Cost $48.08 Unrealized -8.5%
Anadarko Petroleum 0.2%
Value ($000) $263 Shares 5,642 Est. Cost $85.79 Unrealized
KMB Kimberly Clark 0.2%
Value ($000) $256 Shares 1,905 Est. Cost $63.34 Unrealized +46.5%
Bed Bath & Beyond 0.2%
Value ($000) $233 Shares 4,695 Est. Cost $75.17 Unrealized
L Brands 0.1%
Value ($000) $213 Shares 2,430 Est. Cost $87.65 Unrealized
General Electric 0.1%
Value ($000) $211 Shares 6,622 Est. Cost $31.12 Unrealized
EFX Equifax 0.1%
Value ($000) $205 Shares 1,795 Est. Cost $98.15 Unrealized -2.4%
Avista 0.1%
Value ($000) $202 Shares 4,945 Est. Cost $40.85 Unrealized
HP, Inc. 0.1%
Value ($000) $162 Shares 13,110 Est. Cost $12.36 Unrealized
Staples, Inc. 0.1%
Value ($000) $152 Shares 13,780 Est. Cost $11.03 Unrealized
Frontier Communications 0.1%
Value ($000) $105 Shares 18,850 Est. Cost $6.23 Unrealized