EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 26, 2016

Total Value ($000): $145,174 (100.0% shares, 0.0% debt)

Holdings (130)

AMZN Amazon.com 1.7%
Value ($000) $2,499 Shares 2,985 Est. Cost $13.37 Unrealized +186.2%
TMO Thermo Fisher Scientific 1.6%
Value ($000) $2,262 Shares 14,223 Est. Cost $80.23 Unrealized +87.1%
ITW Illinois Tool Works 1.6%
Value ($000) $2,253 Shares 18,797 Est. Cost $50.91 Unrealized +82.4%
SYK Stryker 1.5%
Value ($000) $2,180 Shares 18,730 Est. Cost $56.92 Unrealized +84.3%
BALL Ball Corp. 1.5%
Value ($000) $2,157 Shares 26,323 Est. Cost $19.77 Unrealized +74.9%
Visa 1.5%
Value ($000) $2,127 Shares 25,724 Est. Cost $96.64 Unrealized
PEP PepsiCo 1.5%
Value ($000) $2,116 Shares 19,457 Est. Cost $56.00 Unrealized +44.8%
CL Colgate Palmolive 1.4%
Value ($000) $2,082 Shares 28,085 Est. Cost $44.47 Unrealized +33.5%
JNJ Johnson & Johnson 1.4%
Value ($000) $2,061 Shares 17,448 Est. Cost $59.66 Unrealized +56.9%
CHD Church & Dwight 1.4%
Value ($000) $1,992 Shares 41,578 Est. Cost $34.84 Unrealized +25.4%
JPM J.P. Morgan Chase 1.4%
Value ($000) $1,987 Shares 29,843 Est. Cost $36.24 Unrealized +40.3%
FISV Fiserv 1.4%
Value ($000) $1,982 Shares 19,924 Est. Cost $24.54 Unrealized +113.7%
COST Costco 1.4%
Value ($000) $1,982 Shares 12,996 Est. Cost $87.21 Unrealized +57.0%
Cerner 1.3%
Value ($000) $1,924 Shares 31,157 Est. Cost $58.06 Unrealized
PG Procter & Gamble 1.3%
Value ($000) $1,921 Shares 21,405 Est. Cost $55.09 Unrealized +22.6%
AMGN Amgen 1.3%
Value ($000) $1,920 Shares 11,513 Est. Cost $73.34 Unrealized +74.1%
AAPL Apple 1.3%
Value ($000) $1,920 Shares 16,986 Est. Cost $19.29 Unrealized +25.6%
XOM ExxonMobil 1.3%
Value ($000) $1,910 Shares 21,887 Est. Cost $53.70 Unrealized +9.0%
CVX Chevron Corp. 1.3%
Value ($000) $1,870 Shares 18,169 Est. Cost $70.30 Unrealized -2.6%
ECL Ecolab 1.3%
Value ($000) $1,869 Shares 15,351 Est. Cost $73.48 Unrealized +48.3%
AFL AFLAC 1.3%
Value ($000) $1,864 Shares 25,934 Est. Cost $20.11 Unrealized +45.4%
APH Amphenol 1.3%
Value ($000) $1,855 Shares 28,577 Est. Cost $10.19 Unrealized +36.5%
United Technologies 1.3%
Value ($000) $1,843 Shares 18,136 Est. Cost $92.63 Unrealized
DIS Walt Disney 1.2%
Value ($000) $1,810 Shares 19,493 Est. Cost $57.10 Unrealized +55.7%
MMM 3M Co. 1.2%
Value ($000) $1,806 Shares 10,247 Est. Cost $61.26 Unrealized +78.2%
EMR Emerson Electric 1.2%
Value ($000) $1,760 Shares 32,294 Est. Cost $39.58 Unrealized +6.9%
NWL Newell Rubbermaid 1.2%
Value ($000) $1,746 Shares 33,147 Est. Cost $31.45 Unrealized +10.7%
GIS General Mills 1.2%
Value ($000) $1,727 Shares 27,030 Est. Cost $31.98 Unrealized +56.4%
IBM IBM 1.2%
Value ($000) $1,717 Shares 10,812 Est. Cost $113.16 Unrealized -10.1%
DOV Dover 1.2%
Value ($000) $1,705 Shares 23,156 Est. Cost $40.22 Unrealized +23.1%
AT&T 1.2%
Value ($000) $1,700 Shares 41,868 Est. Cost $35.33 Unrealized
Oracle Corp. 1.2%
Value ($000) $1,688 Shares 42,976 Est. Cost $30.81 Unrealized
Walgreens Alliance Boots 1.2%
Value ($000) $1,679 Shares 20,829 Est. Cost $76.21 Unrealized
MSFT Microsoft 1.1%
Value ($000) $1,652 Shares 28,678 Est. Cost $26.70 Unrealized +88.3%
ADP Automatic Data Processing 1.1%
Value ($000) $1,650 Shares 18,702 Est. Cost $45.70 Unrealized +62.1%
SLB Schlumberger Ltd. 1.1%
Value ($000) $1,622 Shares 20,630 Est. Cost $53.60 Unrealized +13.2%
GPC Genuine Parts 1.1%
Value ($000) $1,618 Shares 16,103 Est. Cost $60.24 Unrealized +28.2%
DHR Danaher 1.1%
Value ($000) $1,611 Shares 20,550 Est. Cost $28.49 Unrealized +136.1%
NKE Nike 1.1%
Value ($000) $1,596 Shares 30,319 Est. Cost $41.21 Unrealized +21.3%
CTSH Cognizant Tech 1.1%
Value ($000) $1,587 Shares 33,256 Est. Cost $37.13 Unrealized +35.8%
HON Honeywell 1.1%
Value ($000) $1,566 Shares 13,435 Est. Cost $62.75 Unrealized +37.1%
BA Boeing 1.1%
Value ($000) $1,548 Shares 11,748 Est. Cost $125.53 Unrealized -3.8%
Express Scripts 1.1%
Value ($000) $1,534 Shares 21,750 Est. Cost $61.73 Unrealized
CSL Carlisle 1.0%
Value ($000) $1,454 Shares 14,172 Est. Cost $56.79 Unrealized +63.2%
AXP American Express 1.0%
Value ($000) $1,444 Shares 22,543 Est. Cost $59.31 Unrealized -5.0%
BDX Becton Dickinson 1.0%
Value ($000) $1,413 Shares 7,864 Est. Cost $79.49 Unrealized +86.8%
SHW Sherwin-Williams 1.0%
Value ($000) $1,412 Shares 5,104 Est. Cost $63.81 Unrealized +39.5%
VZ Verizon 1.0%
Value ($000) $1,397 Shares 26,872 Est. Cost $27.17 Unrealized +21.1%
ORLY O'Reilly Auto 1.0%
Value ($000) $1,397 Shares 4,986 Est. Cost $7.82 Unrealized +139.8%
NextEra Energy 0.9%
Value ($000) $1,338 Shares 10,938 Est. Cost $82.61 Unrealized
C.R. Bard 0.9%
Value ($000) $1,331 Shares 5,936 Est. Cost $108.70 Unrealized
Alphabet Class A 0.9%
Value ($000) $1,328 Shares 1,652 Est. Cost $777.78 Unrealized
COR AmerisourceBergen 0.9%
Value ($000) $1,326 Shares 16,417 Est. Cost $43.42 Unrealized +48.1%
CLX Clorox 0.9%
Value ($000) $1,314 Shares 10,497 Est. Cost $63.64 Unrealized +57.5%
CVS CVS Health 0.9%
Value ($000) $1,284 Shares 14,423 Est. Cost $42.17 Unrealized +68.1%
Priceline Group 0.8%
Value ($000) $1,205 Shares 819 Est. Cost $1175.28 Unrealized
Allergan, Inc. 0.8%
Value ($000) $1,187 Shares 5,154 Est. Cost $303.44 Unrealized
WFC Wells Fargo 0.8%
Value ($000) $1,182 Shares 26,703 Est. Cost $30.42 Unrealized +21.1%
LOW Lowes 0.8%
Value ($000) $1,173 Shares 16,238 Est. Cost $32.23 Unrealized +103.0%
GWW W.W. Grainger 0.8%
Value ($000) $1,171 Shares 5,209 Est. Cost $199.35 Unrealized -2.4%
ROP Roper Industries 0.8%
Value ($000) $1,169 Shares 6,405 Est. Cost $113.86 Unrealized +44.8%
ConocoPhillips 0.8%
Value ($000) $1,160 Shares 26,689 Est. Cost $58.07 Unrealized
CSCO Cisco Systems 0.8%
Value ($000) $1,142 Shares 36,016 Est. Cost $15.39 Unrealized +49.9%
NOC Northrop Grumman 0.8%
Value ($000) $1,136 Shares 5,311 Est. Cost $62.64 Unrealized +197.3%
META Facebook 0.8%
Value ($000) $1,135 Shares 8,849 Est. Cost $98.19 Unrealized +25.6%
Alphabet Class C 0.8%
Value ($000) $1,108 Shares 1,426 Est. Cost $758.90 Unrealized
MCD McDonalds 0.8%
Value ($000) $1,090 Shares 9,449 Est. Cost $71.78 Unrealized +31.7%
SJM J.M. Smucker 0.7%
Value ($000) $1,086 Shares 8,013 Est. Cost $93.34 Unrealized +17.8%
TXN Texas Instruments 0.7%
Value ($000) $1,058 Shares 15,071 Est. Cost $25.31 Unrealized +108.1%
R Ryder System 0.7%
Value ($000) $1,010 Shares 15,322 Est. Cost $71.11 Unrealized -7.9%
WMT Wal-Mart 0.7%
Value ($000) $983 Shares 13,634 Est. Cost $20.00 Unrealized +3.0%
SO Southern Company 0.7%
Value ($000) $965 Shares 18,812 Est. Cost $26.33 Unrealized +35.2%
IDXX IDEXX Laboratories 0.6%
Value ($000) $942 Shares 8,355 Est. Cost $70.55 Unrealized +49.4%
UNH UnitedHealth Group 0.6%
Value ($000) $935 Shares 6,681 Est. Cost $53.90 Unrealized +123.6%
HD Home Depot 0.6%
Value ($000) $909 Shares 7,061 Est. Cost $60.45 Unrealized +75.9%
SNA Snap-on 0.6%
Value ($000) $896 Shares 5,897 Est. Cost $125.92 Unrealized -2.4%
Royal Dutch Shell 'A' 0.6%
Value ($000) $890 Shares 17,784 Est. Cost $62.48 Unrealized
PYPL PayPal 0.6%
Value ($000) $836 Shares 20,399 Est. Cost $35.97 Unrealized +6.6%
INTU Intuit 0.6%
Value ($000) $815 Shares 7,404 Est. Cost $54.79 Unrealized +90.3%
Celgene 0.6%
Value ($000) $805 Shares 7,699 Est. Cost $106.66 Unrealized
LMT Lockheed Martin 0.5%
Value ($000) $774 Shares 3,230 Est. Cost $79.82 Unrealized +144.1%
Bemis 0.5%
Value ($000) $774 Shares 15,175 Est. Cost $40.81 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $760 Shares 17,973 Est. Cost $29.86 Unrealized +21.0%
BUD Anheuser-Busch InBev 0.5%
Value ($000) $754 Shares 5,734 Est. Cost $92.04 Unrealized
FAST Fastenal Co. 0.5%
Value ($000) $736 Shares 17,614 Est. Cost $8.46 Unrealized -1.7%
St. Jude Medical 0.5%
Value ($000) $712 Shares 8,923 Est. Cost $46.78 Unrealized
Varian Med Sys Inc 0.5%
Value ($000) $705 Shares 7,080 Est. Cost $81.57 Unrealized
SBUX Starbucks 0.5%
Value ($000) $700 Shares 12,929 Est. Cost $33.80 Unrealized +35.6%
QCOM Qualcomm 0.5%
Value ($000) $685 Shares 10,002 Est. Cost $46.78 Unrealized +0.3%
Dominion Resources 0.5%
Value ($000) $679 Shares 9,145 Est. Cost $56.86 Unrealized
D.R. Horton 0.4%
Value ($000) $635 Shares 21,040 Est. Cost $30.72 Unrealized
Duke Energy 0.4%
Value ($000) $629 Shares 7,855 Est. Cost $75.53 Unrealized
APD Air Products & Chem. 0.4%
Value ($000) $623 Shares 4,146 Est. Cost $62.98 Unrealized +74.5%
DCI Donaldson 0.4%
Value ($000) $623 Shares 16,695 Est. Cost $29.15 Unrealized +7.6%
Baker Hughes 0.4%
Value ($000) $621 Shares 12,302 Est. Cost $46.24 Unrealized
DLTR Dollar Tree 0.4%
Value ($000) $609 Shares 7,712 Est. Cost $49.81 Unrealized +80.7%
LLY Eli Lilly 0.4%
Value ($000) $596 Shares 7,429 Est. Cost $45.17 Unrealized +51.8%
EW Edwards Lifesciences 0.4%
Value ($000) $577 Shares 4,789 Est. Cost $18.75 Unrealized +100.8%
HAL Halliburton 0.4%
Value ($000) $538 Shares 11,995 Est. Cost $36.05 Unrealized +0.9%
Unilever N.V. 0.4%
Value ($000) $532 Shares 11,530 Est. Cost $39.34 Unrealized
Praxair 0.4%
Value ($000) $531 Shares 4,391 Est. Cost $118.51 Unrealized
TGT Target 0.4%
Value ($000) $512 Shares 7,449 Est. Cost $51.00 Unrealized +6.6%
MKC McCormick 0.3%
Value ($000) $484 Shares 4,840 Est. Cost $29.13 Unrealized +45.5%
NVO Novo Nordisk 0.3%
Value ($000) $482 Shares 11,600 Est. Cost $67.77 Unrealized
Stericycle 0.3%
Value ($000) $481 Shares 6,001 Est. Cost $111.57 Unrealized
BIIB Biogen IDEC Inc. 0.3%
Value ($000) $465 Shares 1,485 Est. Cost $286.52 Unrealized +3.4%
Valspar 0.3%
Value ($000) $449 Shares 4,235 Est. Cost $83.01 Unrealized
FDX FedEx 0.3%
Value ($000) $445 Shares 2,547 Est. Cost $90.98 Unrealized +54.9%
Principal Financial Group 0.2%
Value ($000) $362 Shares 7,030 Est. Cost $44.92 Unrealized
BB&T Corp. 0.2%
Value ($000) $361 Shares 9,570 Est. Cost $35.62 Unrealized
FDS Factset Research 0.2%
Value ($000) $360 Shares 2,218 Est. Cost $83.78 Unrealized +86.7%
GILD Gilead Sciences 0.2%
Value ($000) $353 Shares 4,460 Est. Cost $74.04 Unrealized -22.0%
DE Deere 0.2%
Value ($000) $352 Shares 4,120 Est. Cost $70.31 Unrealized +0.0%
ADI Analog Devices 0.2%
Value ($000) $349 Shares 5,421 Est. Cost $48.01 Unrealized +8.0%
MAR Marriott Intl. Class A 0.2%
Value ($000) $342 Shares 5,081 Est. Cost $36.65 Unrealized +76.4%
Anadarko Petroleum 0.2%
Value ($000) $316 Shares 4,982 Est. Cost $85.79 Unrealized
GlaxoSmithkline PLC 0.2%
Value ($000) $308 Shares 7,149 Est. Cost $42.69 Unrealized
L Brands 0.2%
Value ($000) $296 Shares 4,177 Est. Cost $70.86 Unrealized
Valero Energy Corp 0.2%
Value ($000) $274 Shares 5,168 Est. Cost $53.02 Unrealized
ITT Corporation 0.2%
Value ($000) $260 Shares 7,245 Est. Cost $32.00 Unrealized
TOL Toll Brothers 0.2%
Value ($000) $245 Shares 8,210 Est. Cost $35.68 Unrealized -19.0%
KMB Kimberly Clark 0.2%
Value ($000) $231 Shares 1,835 Est. Cost $63.34 Unrealized +47.6%
EFX Equifax 0.1%
Value ($000) $217 Shares 1,615 Est. Cost $98.15 Unrealized +23.8%
Quest Diagnostics 0.1%
Value ($000) $210 Shares 2,485 Est. Cost $81.48 Unrealized
WDC Western Digital Corp 0.1%
Value ($000) $200 Shares 3,427 Est. Cost $33.13 Unrealized 0.0%
HP, Inc. 0.1%
Value ($000) $192 Shares 12,340 Est. Cost $12.36 Unrealized
ORI Old Republic Int'l 0.1%
Value ($000) $185 Shares 10,485 Est. Cost $9.08 Unrealized +2.9%
F Ford Motor Company 0.1%
Value ($000) $127 Shares 10,500 Est. Cost $7.94 Unrealized -3.2%
Staples, Inc. 0.1%
Value ($000) $120 Shares 14,025 Est. Cost $10.99 Unrealized
Frontier Communications 0.1%
Value ($000) $79 Shares 18,970 Est. Cost $6.23 Unrealized