EADS & HEALD WEALTH MANAGEMENT Diversified Active

Location: Atlanta, GA

CIK: 0001035912 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 13, 2017

Total Value: $147M (100.0% shares, 0.0% debt)

Holdings (132)

JPM J.P. Morgan Chase 1.6%
Value $2.391M Shares 27,704 Est. Cost $36.24 Unrealized +65.3%
AMZN Amazon.com 1.6%
Value $2.39M Shares 3,187 Est. Cost $15.01 Unrealized +161.1%
SYK Stryker 1.5%
Value $2.222M Shares 18,546 Est. Cost $56.92 Unrealized +82.6%
ITW Illinois Tool Works 1.5%
Value $2.222M Shares 18,144 Est. Cost $50.91 Unrealized +90.9%
CVX Chevron Corp. 1.5%
Value $2.147M Shares 18,243 Est. Cost $70.30 Unrealized +5.0%
COST Costco 1.4%
Value $2.099M Shares 13,109 Est. Cost $87.21 Unrealized +48.8%
FISV Fiserv 1.4%
Value $2.088M Shares 19,647 Est. Cost $24.54 Unrealized +109.4%
PEP PepsiCo 1.4%
Value $2.052M Shares 19,610 Est. Cost $56.00 Unrealized +41.7%
DIS Walt Disney 1.4%
Value $2.051M Shares 19,675 Est. Cost $57.10 Unrealized +58.9%
JNJ Johnson & Johnson 1.4%
Value $2.019M Shares 17,528 Est. Cost $59.66 Unrealized +50.4%
Visa 1.4%
Value $1.998M Shares 25,608 Est. Cost $96.64 Unrealized
TMO Thermo Fisher Scientific 1.4%
Value $1.994M Shares 14,134 Est. Cost $80.23 Unrealized +79.2%
United Technologies 1.3%
Value $1.972M Shares 17,992 Est. Cost $92.63 Unrealized
XOM ExxonMobil 1.3%
Value $1.97M Shares 21,825 Est. Cost $53.70 Unrealized +8.3%
BALL Ball Corp. 1.3%
Value $1.967M Shares 26,208 Est. Cost $19.77 Unrealized +77.2%
AAPL Apple 1.3%
Value $1.962M Shares 16,940 Est. Cost $19.29 Unrealized +35.2%
CTSH Cognizant Tech 1.3%
Value $1.872M Shares 33,411 Est. Cost $37.13 Unrealized +27.8%
ADP Automatic Data Processing 1.3%
Value $1.868M Shares 18,172 Est. Cost $45.70 Unrealized +68.0%
CHD Church & Dwight 1.3%
Value $1.848M Shares 41,828 Est. Cost $34.84 Unrealized +16.2%
CL Colgate Palmolive 1.3%
Value $1.847M Shares 28,220 Est. Cost $44.47 Unrealized +24.5%
AFL AFLAC 1.2%
Value $1.83M Shares 26,289 Est. Cost $20.22 Unrealized +40.7%
MMM 3M Co. 1.2%
Value $1.829M Shares 10,240 Est. Cost $61.26 Unrealized +73.4%
ECL Ecolab 1.2%
Value $1.823M Shares 15,551 Est. Cost $73.90 Unrealized +43.4%
APH Amphenol 1.2%
Value $1.821M Shares 27,091 Est. Cost $10.19 Unrealized +49.9%
PG Procter & Gamble 1.2%
Value $1.81M Shares 21,522 Est. Cost $55.09 Unrealized +21.2%
BA Boeing 1.2%
Value $1.802M Shares 11,575 Est. Cost $125.53 Unrealized +7.5%
IBM IBM 1.2%
Value $1.794M Shares 10,809 Est. Cost $113.16 Unrealized -8.9%
MSFT Microsoft 1.2%
Value $1.788M Shares 28,766 Est. Cost $26.70 Unrealized +102.0%
AT&T 1.2%
Value $1.785M Shares 41,980 Est. Cost $35.33 Unrealized
EMR Emerson Electric 1.2%
Value $1.769M Shares 31,739 Est. Cost $39.58 Unrealized +8.3%
SLB Schlumberger Ltd. 1.2%
Value $1.758M Shares 20,937 Est. Cost $53.74 Unrealized +17.3%
META Facebook 1.2%
Value $1.742M Shares 15,143 Est. Cost $108.07 Unrealized +12.9%
Walgreens Alliance Boots 1.2%
Value $1.732M Shares 20,929 Est. Cost $76.21 Unrealized
DOV Dover 1.2%
Value $1.701M Shares 22,701 Est. Cost $40.22 Unrealized +23.7%
AMGN Amgen 1.2%
Value $1.691M Shares 11,567 Est. Cost $73.34 Unrealized +55.9%
GIS General Mills 1.2%
Value $1.688M Shares 27,330 Est. Cost $32.12 Unrealized +39.7%
Oracle Corp. 1.1%
Value $1.682M Shares 43,751 Est. Cost $30.95 Unrealized
AXP American Express 1.1%
Value $1.673M Shares 22,580 Est. Cost $59.31 Unrealized +2.8%
DHR Danaher 1.1%
Value $1.611M Shares 20,698 Est. Cost $28.49 Unrealized +132.9%
HON Honeywell 1.1%
Value $1.545M Shares 13,335 Est. Cost $62.75 Unrealized +34.2%
R Ryder System 1.1%
Value $1.544M Shares 20,743 Est. Cost $71.79 Unrealized +2.6%
NKE Nike 1.0%
Value $1.539M Shares 30,274 Est. Cost $41.21 Unrealized +10.6%
CSL Carlisle 1.0%
Value $1.537M Shares 13,934 Est. Cost $56.79 Unrealized +71.3%
GPC Genuine Parts 1.0%
Value $1.531M Shares 16,023 Est. Cost $60.24 Unrealized +21.3%
Express Scripts 1.0%
Value $1.525M Shares 22,175 Est. Cost $61.86 Unrealized
NWL Newell Rubbermaid 1.0%
Value $1.507M Shares 33,756 Est. Cost $31.47 Unrealized +3.9%
VZ Verizon 1.0%
Value $1.456M Shares 27,285 Est. Cost $27.23 Unrealized +13.8%
WFC Wells Fargo 1.0%
Value $1.417M Shares 25,708 Est. Cost $30.42 Unrealized +28.3%
ORLY O'Reilly Auto 0.9%
Value $1.39M Shares 4,994 Est. Cost $7.82 Unrealized +133.7%
C.R. Bard 0.9%
Value $1.356M Shares 6,035 Est. Cost $110.61 Unrealized
SHW Sherwin-Williams 0.9%
Value $1.351M Shares 5,027 Est. Cost $63.81 Unrealized +27.5%
BDX Becton Dickinson 0.9%
Value $1.349M Shares 8,149 Est. Cost $81.77 Unrealized +76.9%
Alphabet Class A 0.9%
Value $1.311M Shares 1,654 Est. Cost $777.78 Unrealized
NextEra Energy 0.9%
Value $1.308M Shares 10,946 Est. Cost $82.61 Unrealized
ConocoPhillips 0.9%
Value $1.306M Shares 26,046 Est. Cost $58.07 Unrealized
Cerner 0.9%
Value $1.303M Shares 27,505 Est. Cost $58.06 Unrealized
Priceline Group 0.9%
Value $1.297M Shares 885 Est. Cost $1196.92 Unrealized
CLX Clorox 0.9%
Value $1.285M Shares 10,704 Est. Cost $64.17 Unrealized +41.6%
COR AmerisourceBergen 0.8%
Value $1.226M Shares 15,682 Est. Cost $43.42 Unrealized +35.3%
SNA Snap-on 0.8%
Value $1.226M Shares 7,157 Est. Cost $126.64 Unrealized +2.6%
GWW W.W. Grainger 0.8%
Value $1.202M Shares 5,177 Est. Cost $199.35 Unrealized -2.6%
LOW Lowes 0.8%
Value $1.172M Shares 16,480 Est. Cost $32.63 Unrealized +83.3%
NOC Northrop Grumman 0.8%
Value $1.168M Shares 5,022 Est. Cost $62.64 Unrealized +220.4%
ROP Roper Industries 0.8%
Value $1.161M Shares 6,342 Est. Cost $113.86 Unrealized +49.1%
Celgene 0.8%
Value $1.15M Shares 9,936 Est. Cost $108.70 Unrealized
MCD McDonalds 0.8%
Value $1.147M Shares 9,424 Est. Cost $71.78 Unrealized +31.4%
CVS CVS Health 0.8%
Value $1.121M Shares 14,202 Est. Cost $42.17 Unrealized +44.8%
CSCO Cisco Systems 0.8%
Value $1.111M Shares 36,763 Est. Cost $15.55 Unrealized +48.3%
Alphabet Class C 0.7%
Value $1.082M Shares 1,402 Est. Cost $758.90 Unrealized
TXN Texas Instruments 0.7%
Value $1.051M Shares 14,403 Est. Cost $25.31 Unrealized +119.2%
SJM J.M. Smucker 0.7%
Value $1.021M Shares 7,973 Est. Cost $93.34 Unrealized +4.6%
UNH UnitedHealth Group 0.7%
Value $1.017M Shares 6,352 Est. Cost $53.90 Unrealized +139.6%
IDXX IDEXX Laboratories 0.7%
Value $969K Shares 8,263 Est. Cost $70.55 Unrealized +61.7%
Royal Dutch Shell 'A' 0.7%
Value $961K Shares 17,664 Est. Cost $62.48 Unrealized
SO Southern Company 0.6%
Value $952K Shares 19,360 Est. Cost $26.53 Unrealized +26.4%
HD Home Depot 0.6%
Value $952K Shares 7,098 Est. Cost $60.45 Unrealized +71.0%
WMT Wal-Mart 0.6%
Value $944K Shares 13,661 Est. Cost $20.00 Unrealized -0.4%
Dominion Resources 0.6%
Value $866K Shares 11,307 Est. Cost $60.63 Unrealized
INTU Intuit 0.6%
Value $837K Shares 7,304 Est. Cost $54.79 Unrealized +91.1%
FAST Fastenal Co. 0.6%
Value $821K Shares 17,474 Est. Cost $8.46 Unrealized +2.2%
PYPL PayPal 0.5%
Value $805K Shares 20,399 Est. Cost $35.97 Unrealized +11.5%
Baker Hughes 0.5%
Value $799K Shares 12,302 Est. Cost $46.24 Unrealized
LMT Lockheed Martin 0.5%
Value $745K Shares 2,979 Est. Cost $79.82 Unrealized +145.4%
Bemis 0.5%
Value $725K Shares 15,160 Est. Cost $40.81 Unrealized
SBUX Starbucks 0.5%
Value $716K Shares 12,894 Est. Cost $33.80 Unrealized +34.9%
St. Jude Medical 0.5%
Value $703K Shares 8,763 Est. Cost $46.78 Unrealized
ABT Abbott Laboratories 0.5%
Value $688K Shares 17,903 Est. Cost $29.86 Unrealized +12.7%
DCI Donaldson 0.5%
Value $665K Shares 15,815 Est. Cost $29.15 Unrealized +17.6%
Duke Energy 0.4%
Value $637K Shares 8,210 Est. Cost $75.62 Unrealized
HAL Halliburton 0.4%
Value $632K Shares 11,692 Est. Cost $36.05 Unrealized +15.7%
Varian Med Sys Inc 0.4%
Value $632K Shares 7,040 Est. Cost $81.57 Unrealized
D.R. Horton 0.4%
Value $620K Shares 22,669 Est. Cost $30.48 Unrealized
BB&T Corp. 0.4%
Value $611K Shares 12,993 Est. Cost $38.62 Unrealized
APD Air Products & Chem. 0.4%
Value $596K Shares 4,146 Est. Cost $62.98 Unrealized +77.2%
DLTR Dollar Tree 0.4%
Value $594K Shares 7,702 Est. Cost $49.81 Unrealized +61.6%
QCOM Qualcomm 0.4%
Value $556K Shares 8,531 Est. Cost $46.78 Unrealized +11.7%
LLY Eli Lilly 0.4%
Value $533K Shares 7,249 Est. Cost $45.17 Unrealized +42.2%
TGT Target 0.4%
Value $525K Shares 7,266 Est. Cost $51.00 Unrealized +8.5%
BUD Anheuser-Busch InBev 0.4%
Value $523K Shares 4,962 Est. Cost $92.04 Unrealized
Praxair 0.3%
Value $490K Shares 4,180 Est. Cost $118.51 Unrealized
EW Edwards Lifesciences 0.3%
Value $469K Shares 5,007 Est. Cost $19.35 Unrealized +67.5%
Unilever N.V. 0.3%
Value $467K Shares 11,364 Est. Cost $39.34 Unrealized
FDX FedEx 0.3%
Value $458K Shares 2,459 Est. Cost $90.98 Unrealized +74.0%
MKC McCormick 0.3%
Value $452K Shares 4,840 Est. Cost $29.13 Unrealized +34.6%
KMB Kimberly Clark 0.3%
Value $446K Shares 3,904 Est. Cost $74.57 Unrealized +13.4%
Principal Financial Group 0.3%
Value $436K Shares 7,544 Est. Cost $45.80 Unrealized
Valspar 0.3%
Value $427K Shares 4,120 Est. Cost $83.01 Unrealized
MAR Marriott Intl. Class A 0.3%
Value $420K Shares 5,081 Est. Cost $36.65 Unrealized +89.3%
ADI Analog Devices 0.3%
Value $410K Shares 5,646 Est. Cost $48.37 Unrealized +18.2%
Valero Energy Corp 0.3%
Value $410K Shares 6,008 Est. Cost $55.15 Unrealized
DE Deere 0.3%
Value $405K Shares 3,933 Est. Cost $70.31 Unrealized +15.8%
NVO Novo Nordisk 0.3%
Value $378K Shares 10,540 Est. Cost $67.77 Unrealized
FDS Factset Research 0.2%
Value $362K Shares 2,218 Est. Cost $83.78 Unrealized +73.3%
Anadarko Petroleum 0.2%
Value $344K Shares 4,932 Est. Cost $85.79 Unrealized
BIIB Biogen IDEC Inc. 0.2%
Value $343K Shares 1,211 Est. Cost $286.52 Unrealized +3.5%
Allergan, Inc. 0.2%
Value $322K Shares 1,531 Est. Cost $303.44 Unrealized
VMC Vulcan Materials 0.2%
Value $282K Shares 2,250 Est. Cost $111.71 Unrealized 0.0%
GlaxoSmithkline PLC 0.2%
Value $264K Shares 6,849 Est. Cost $42.69 Unrealized
ITT Corporation 0.2%
Value $262K Shares 6,804 Est. Cost $32.00 Unrealized
Stericycle 0.2%
Value $259K Shares 3,362 Est. Cost $111.57 Unrealized
Quest Diagnostics 0.2%
Value $228K Shares 2,485 Est. Cost $81.48 Unrealized
WDC Western Digital Corp 0.1%
Value $213K Shares 3,141 Est. Cost $33.13 Unrealized +23.4%
General Motors 0.1%
Value $206K Shares 5,925 Est. Cost $34.77 Unrealized
HSY Hershey Foods 0.1%
Value $203K Shares 1,966 Est. Cost $79.47 Unrealized 0.0%
ORI Old Republic Int'l 0.1%
Value $202K Shares 10,620 Est. Cost $9.08 Unrealized -1.7%
General Electric 0.1%
Value $201K Shares 6,362 Est. Cost $31.59 Unrealized
HP, Inc. 0.1%
Value $178K Shares 12,005 Est. Cost $12.36 Unrealized
Franklin Street Properties 0.1%
Value $165K Shares 12,770 Est. Cost $12.92 Unrealized
Staples, Inc. 0.1%
Value $129K Shares 14,230 Est. Cost $10.96 Unrealized
F Ford Motor Company 0.1%
Value $127K Shares 10,500 Est. Cost $7.94 Unrealized -5.8%
Frontier Communications 0.0%
Value $50,000 Shares 14,650 Est. Cost $6.23 Unrealized
Entertainment Arts Research 0.0%
Value $0 Shares 13,800 Est. Cost Unrealized