EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 13, 2017

Total Value ($000): $146,635 (100.0% shares, 0.0% debt)

Holdings (132)

JPM J.P. Morgan Chase 1.6%
Value ($000) $2,391 Shares 27,704 Est. Cost $36.24 Unrealized +65.3%
AMZN Amazon.com 1.6%
Value ($000) $2,390 Shares 3,187 Est. Cost $15.01 Unrealized +161.1%
SYK Stryker 1.5%
Value ($000) $2,222 Shares 18,546 Est. Cost $56.92 Unrealized +82.6%
ITW Illinois Tool Works 1.5%
Value ($000) $2,222 Shares 18,144 Est. Cost $50.91 Unrealized +90.9%
CVX Chevron Corp. 1.5%
Value ($000) $2,147 Shares 18,243 Est. Cost $70.30 Unrealized +5.0%
COST Costco 1.4%
Value ($000) $2,099 Shares 13,109 Est. Cost $87.21 Unrealized +48.8%
FISV Fiserv 1.4%
Value ($000) $2,088 Shares 19,647 Est. Cost $24.54 Unrealized +109.4%
PEP PepsiCo 1.4%
Value ($000) $2,052 Shares 19,610 Est. Cost $56.00 Unrealized +41.7%
DIS Walt Disney 1.4%
Value ($000) $2,051 Shares 19,675 Est. Cost $57.10 Unrealized +58.9%
JNJ Johnson & Johnson 1.4%
Value ($000) $2,019 Shares 17,528 Est. Cost $59.66 Unrealized +50.4%
Visa 1.4%
Value ($000) $1,998 Shares 25,608 Est. Cost $96.64 Unrealized
TMO Thermo Fisher Scientific 1.4%
Value ($000) $1,994 Shares 14,134 Est. Cost $80.23 Unrealized +79.2%
United Technologies 1.3%
Value ($000) $1,972 Shares 17,992 Est. Cost $92.63 Unrealized
XOM ExxonMobil 1.3%
Value ($000) $1,970 Shares 21,825 Est. Cost $53.70 Unrealized +8.3%
BALL Ball Corp. 1.3%
Value ($000) $1,967 Shares 26,208 Est. Cost $19.77 Unrealized +77.2%
AAPL Apple 1.3%
Value ($000) $1,962 Shares 16,940 Est. Cost $19.29 Unrealized +35.2%
CTSH Cognizant Tech 1.3%
Value ($000) $1,872 Shares 33,411 Est. Cost $37.13 Unrealized +27.8%
ADP Automatic Data Processing 1.3%
Value ($000) $1,868 Shares 18,172 Est. Cost $45.70 Unrealized +68.0%
CHD Church & Dwight 1.3%
Value ($000) $1,848 Shares 41,828 Est. Cost $34.84 Unrealized +16.2%
CL Colgate Palmolive 1.3%
Value ($000) $1,847 Shares 28,220 Est. Cost $44.47 Unrealized +24.5%
AFL AFLAC 1.2%
Value ($000) $1,830 Shares 26,289 Est. Cost $20.22 Unrealized +40.7%
MMM 3M Co. 1.2%
Value ($000) $1,829 Shares 10,240 Est. Cost $61.26 Unrealized +73.4%
ECL Ecolab 1.2%
Value ($000) $1,823 Shares 15,551 Est. Cost $73.90 Unrealized +43.4%
APH Amphenol 1.2%
Value ($000) $1,821 Shares 27,091 Est. Cost $10.19 Unrealized +49.9%
PG Procter & Gamble 1.2%
Value ($000) $1,810 Shares 21,522 Est. Cost $55.09 Unrealized +21.2%
BA Boeing 1.2%
Value ($000) $1,802 Shares 11,575 Est. Cost $125.53 Unrealized +7.5%
IBM IBM 1.2%
Value ($000) $1,794 Shares 10,809 Est. Cost $113.16 Unrealized -8.9%
MSFT Microsoft 1.2%
Value ($000) $1,788 Shares 28,766 Est. Cost $26.70 Unrealized +102.0%
AT&T 1.2%
Value ($000) $1,785 Shares 41,980 Est. Cost $35.33 Unrealized
EMR Emerson Electric 1.2%
Value ($000) $1,769 Shares 31,739 Est. Cost $39.58 Unrealized +8.3%
SLB Schlumberger Ltd. 1.2%
Value ($000) $1,758 Shares 20,937 Est. Cost $53.74 Unrealized +17.3%
META Facebook 1.2%
Value ($000) $1,742 Shares 15,143 Est. Cost $108.07 Unrealized +12.9%
Walgreens Alliance Boots 1.2%
Value ($000) $1,732 Shares 20,929 Est. Cost $76.21 Unrealized
DOV Dover 1.2%
Value ($000) $1,701 Shares 22,701 Est. Cost $40.22 Unrealized +23.7%
AMGN Amgen 1.2%
Value ($000) $1,691 Shares 11,567 Est. Cost $73.34 Unrealized +55.9%
GIS General Mills 1.2%
Value ($000) $1,688 Shares 27,330 Est. Cost $32.12 Unrealized +39.7%
Oracle Corp. 1.1%
Value ($000) $1,682 Shares 43,751 Est. Cost $30.95 Unrealized
AXP American Express 1.1%
Value ($000) $1,673 Shares 22,580 Est. Cost $59.31 Unrealized +2.8%
DHR Danaher 1.1%
Value ($000) $1,611 Shares 20,698 Est. Cost $28.49 Unrealized +132.9%
HON Honeywell 1.1%
Value ($000) $1,545 Shares 13,335 Est. Cost $62.75 Unrealized +34.2%
R Ryder System 1.1%
Value ($000) $1,544 Shares 20,743 Est. Cost $71.79 Unrealized +2.6%
NKE Nike 1.0%
Value ($000) $1,539 Shares 30,274 Est. Cost $41.21 Unrealized +10.6%
CSL Carlisle 1.0%
Value ($000) $1,537 Shares 13,934 Est. Cost $56.79 Unrealized +71.3%
GPC Genuine Parts 1.0%
Value ($000) $1,531 Shares 16,023 Est. Cost $60.24 Unrealized +21.3%
Express Scripts 1.0%
Value ($000) $1,525 Shares 22,175 Est. Cost $61.86 Unrealized
NWL Newell Rubbermaid 1.0%
Value ($000) $1,507 Shares 33,756 Est. Cost $31.47 Unrealized +3.9%
VZ Verizon 1.0%
Value ($000) $1,456 Shares 27,285 Est. Cost $27.23 Unrealized +13.8%
WFC Wells Fargo 1.0%
Value ($000) $1,417 Shares 25,708 Est. Cost $30.42 Unrealized +28.3%
ORLY O'Reilly Auto 0.9%
Value ($000) $1,390 Shares 4,994 Est. Cost $7.82 Unrealized +133.7%
C.R. Bard 0.9%
Value ($000) $1,356 Shares 6,035 Est. Cost $110.61 Unrealized
SHW Sherwin-Williams 0.9%
Value ($000) $1,351 Shares 5,027 Est. Cost $63.81 Unrealized +27.5%
BDX Becton Dickinson 0.9%
Value ($000) $1,349 Shares 8,149 Est. Cost $81.77 Unrealized +76.9%
Alphabet Class A 0.9%
Value ($000) $1,311 Shares 1,654 Est. Cost $777.78 Unrealized
NextEra Energy 0.9%
Value ($000) $1,308 Shares 10,946 Est. Cost $82.61 Unrealized
ConocoPhillips 0.9%
Value ($000) $1,306 Shares 26,046 Est. Cost $58.07 Unrealized
Cerner 0.9%
Value ($000) $1,303 Shares 27,505 Est. Cost $58.06 Unrealized
Priceline Group 0.9%
Value ($000) $1,297 Shares 885 Est. Cost $1196.92 Unrealized
CLX Clorox 0.9%
Value ($000) $1,285 Shares 10,704 Est. Cost $64.17 Unrealized +41.6%
COR AmerisourceBergen 0.8%
Value ($000) $1,226 Shares 15,682 Est. Cost $43.42 Unrealized +35.3%
SNA Snap-on 0.8%
Value ($000) $1,226 Shares 7,157 Est. Cost $126.64 Unrealized +2.6%
GWW W.W. Grainger 0.8%
Value ($000) $1,202 Shares 5,177 Est. Cost $199.35 Unrealized -2.6%
LOW Lowes 0.8%
Value ($000) $1,172 Shares 16,480 Est. Cost $32.63 Unrealized +83.3%
NOC Northrop Grumman 0.8%
Value ($000) $1,168 Shares 5,022 Est. Cost $62.64 Unrealized +220.4%
ROP Roper Industries 0.8%
Value ($000) $1,161 Shares 6,342 Est. Cost $113.86 Unrealized +49.1%
Celgene 0.8%
Value ($000) $1,150 Shares 9,936 Est. Cost $108.70 Unrealized
MCD McDonalds 0.8%
Value ($000) $1,147 Shares 9,424 Est. Cost $71.78 Unrealized +31.4%
CVS CVS Health 0.8%
Value ($000) $1,121 Shares 14,202 Est. Cost $42.17 Unrealized +44.8%
CSCO Cisco Systems 0.8%
Value ($000) $1,111 Shares 36,763 Est. Cost $15.55 Unrealized +48.3%
Alphabet Class C 0.7%
Value ($000) $1,082 Shares 1,402 Est. Cost $758.90 Unrealized
TXN Texas Instruments 0.7%
Value ($000) $1,051 Shares 14,403 Est. Cost $25.31 Unrealized +119.2%
SJM J.M. Smucker 0.7%
Value ($000) $1,021 Shares 7,973 Est. Cost $93.34 Unrealized +4.6%
UNH UnitedHealth Group 0.7%
Value ($000) $1,017 Shares 6,352 Est. Cost $53.90 Unrealized +139.6%
IDXX IDEXX Laboratories 0.7%
Value ($000) $969 Shares 8,263 Est. Cost $70.55 Unrealized +61.7%
Royal Dutch Shell 'A' 0.7%
Value ($000) $961 Shares 17,664 Est. Cost $62.48 Unrealized
HD Home Depot 0.6%
Value ($000) $952 Shares 7,098 Est. Cost $60.45 Unrealized +71.0%
SO Southern Company 0.6%
Value ($000) $952 Shares 19,360 Est. Cost $26.53 Unrealized +26.4%
WMT Wal-Mart 0.6%
Value ($000) $944 Shares 13,661 Est. Cost $20.00 Unrealized -0.4%
Dominion Resources 0.6%
Value ($000) $866 Shares 11,307 Est. Cost $60.63 Unrealized
INTU Intuit 0.6%
Value ($000) $837 Shares 7,304 Est. Cost $54.79 Unrealized +91.1%
FAST Fastenal Co. 0.6%
Value ($000) $821 Shares 17,474 Est. Cost $8.46 Unrealized +2.2%
PYPL PayPal 0.5%
Value ($000) $805 Shares 20,399 Est. Cost $35.97 Unrealized +11.5%
Baker Hughes 0.5%
Value ($000) $799 Shares 12,302 Est. Cost $46.24 Unrealized
LMT Lockheed Martin 0.5%
Value ($000) $745 Shares 2,979 Est. Cost $79.82 Unrealized +145.4%
Bemis 0.5%
Value ($000) $725 Shares 15,160 Est. Cost $40.81 Unrealized
SBUX Starbucks 0.5%
Value ($000) $716 Shares 12,894 Est. Cost $33.80 Unrealized +34.9%
St. Jude Medical 0.5%
Value ($000) $703 Shares 8,763 Est. Cost $46.78 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $688 Shares 17,903 Est. Cost $29.86 Unrealized +12.7%
DCI Donaldson 0.5%
Value ($000) $665 Shares 15,815 Est. Cost $29.15 Unrealized +17.6%
Duke Energy 0.4%
Value ($000) $637 Shares 8,210 Est. Cost $75.62 Unrealized
Varian Med Sys Inc 0.4%
Value ($000) $632 Shares 7,040 Est. Cost $81.57 Unrealized
HAL Halliburton 0.4%
Value ($000) $632 Shares 11,692 Est. Cost $36.05 Unrealized +15.7%
D.R. Horton 0.4%
Value ($000) $620 Shares 22,669 Est. Cost $30.48 Unrealized
BB&T Corp. 0.4%
Value ($000) $611 Shares 12,993 Est. Cost $38.62 Unrealized
APD Air Products & Chem. 0.4%
Value ($000) $596 Shares 4,146 Est. Cost $62.98 Unrealized +77.2%
DLTR Dollar Tree 0.4%
Value ($000) $594 Shares 7,702 Est. Cost $49.81 Unrealized +61.6%
QCOM Qualcomm 0.4%
Value ($000) $556 Shares 8,531 Est. Cost $46.78 Unrealized +11.7%
LLY Eli Lilly 0.4%
Value ($000) $533 Shares 7,249 Est. Cost $45.17 Unrealized +42.2%
TGT Target 0.4%
Value ($000) $525 Shares 7,266 Est. Cost $51.00 Unrealized +8.5%
BUD Anheuser-Busch InBev 0.4%
Value ($000) $523 Shares 4,962 Est. Cost $92.04 Unrealized
Praxair 0.3%
Value ($000) $490 Shares 4,180 Est. Cost $118.51 Unrealized
EW Edwards Lifesciences 0.3%
Value ($000) $469 Shares 5,007 Est. Cost $19.35 Unrealized +67.5%
Unilever N.V. 0.3%
Value ($000) $467 Shares 11,364 Est. Cost $39.34 Unrealized
FDX FedEx 0.3%
Value ($000) $458 Shares 2,459 Est. Cost $90.98 Unrealized +74.0%
MKC McCormick 0.3%
Value ($000) $452 Shares 4,840 Est. Cost $29.13 Unrealized +34.6%
KMB Kimberly Clark 0.3%
Value ($000) $446 Shares 3,904 Est. Cost $74.57 Unrealized +13.4%
Principal Financial Group 0.3%
Value ($000) $436 Shares 7,544 Est. Cost $45.80 Unrealized
Valspar 0.3%
Value ($000) $427 Shares 4,120 Est. Cost $83.01 Unrealized
MAR Marriott Intl. Class A 0.3%
Value ($000) $420 Shares 5,081 Est. Cost $36.65 Unrealized +89.3%
ADI Analog Devices 0.3%
Value ($000) $410 Shares 5,646 Est. Cost $48.37 Unrealized +18.2%
Valero Energy Corp 0.3%
Value ($000) $410 Shares 6,008 Est. Cost $55.15 Unrealized
DE Deere 0.3%
Value ($000) $405 Shares 3,933 Est. Cost $70.31 Unrealized +15.8%
NVO Novo Nordisk 0.3%
Value ($000) $378 Shares 10,540 Est. Cost $67.77 Unrealized
FDS Factset Research 0.2%
Value ($000) $362 Shares 2,218 Est. Cost $83.78 Unrealized +73.3%
Anadarko Petroleum 0.2%
Value ($000) $344 Shares 4,932 Est. Cost $85.79 Unrealized
BIIB Biogen IDEC Inc. 0.2%
Value ($000) $343 Shares 1,211 Est. Cost $286.52 Unrealized +3.5%
Allergan, Inc. 0.2%
Value ($000) $322 Shares 1,531 Est. Cost $303.44 Unrealized
VMC Vulcan Materials 0.2%
Value ($000) $282 Shares 2,250 Est. Cost $111.71 Unrealized 0.0%
GlaxoSmithkline PLC 0.2%
Value ($000) $264 Shares 6,849 Est. Cost $42.69 Unrealized
ITT Corporation 0.2%
Value ($000) $262 Shares 6,804 Est. Cost $32.00 Unrealized
Stericycle 0.2%
Value ($000) $259 Shares 3,362 Est. Cost $111.57 Unrealized
Quest Diagnostics 0.2%
Value ($000) $228 Shares 2,485 Est. Cost $81.48 Unrealized
WDC Western Digital Corp 0.1%
Value ($000) $213 Shares 3,141 Est. Cost $33.13 Unrealized +23.4%
General Motors 0.1%
Value ($000) $206 Shares 5,925 Est. Cost $34.77 Unrealized
HSY Hershey Foods 0.1%
Value ($000) $203 Shares 1,966 Est. Cost $79.47 Unrealized 0.0%
ORI Old Republic Int'l 0.1%
Value ($000) $202 Shares 10,620 Est. Cost $9.08 Unrealized -1.7%
General Electric 0.1%
Value ($000) $201 Shares 6,362 Est. Cost $31.59 Unrealized
HP, Inc. 0.1%
Value ($000) $178 Shares 12,005 Est. Cost $12.36 Unrealized
Franklin Street Properties 0.1%
Value ($000) $165 Shares 12,770 Est. Cost $12.92 Unrealized
Staples, Inc. 0.1%
Value ($000) $129 Shares 14,230 Est. Cost $10.96 Unrealized
F Ford Motor Company 0.1%
Value ($000) $127 Shares 10,500 Est. Cost $7.94 Unrealized -5.8%
Frontier Communications 0.0%
Value ($000) $50 Shares 14,650 Est. Cost $6.23 Unrealized
Entertainment Arts Research 0.0%
Value ($000) $0 Shares 13,800 Est. Cost Unrealized