EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 1, 2017

Total Value ($000): $155,171 (100.0% shares, 0.0% debt)

Holdings (130)

AMZN Amazon.com 1.8%
Value ($000) $2,752 Shares 3,104 Est. Cost $15.01 Unrealized +177.7%
SYK Stryker 1.5%
Value ($000) $2,378 Shares 18,063 Est. Cost $56.92 Unrealized +101.2%
META Facebook 1.5%
Value ($000) $2,337 Shares 16,452 Est. Cost $110.03 Unrealized +20.6%
AAPL Apple 1.5%
Value ($000) $2,322 Shares 16,162 Est. Cost $19.29 Unrealized +57.8%
ITW Illinois Tool Works 1.5%
Value ($000) $2,315 Shares 17,476 Est. Cost $50.91 Unrealized +105.4%
JPM J.P. Morgan Chase 1.5%
Value ($000) $2,259 Shares 25,714 Est. Cost $36.24 Unrealized +92.3%
Visa 1.5%
Value ($000) $2,251 Shares 25,327 Est. Cost $96.64 Unrealized
FISV Fiserv 1.4%
Value ($000) $2,223 Shares 19,281 Est. Cost $24.54 Unrealized +128.8%
DIS Walt Disney 1.4%
Value ($000) $2,201 Shares 19,410 Est. Cost $57.10 Unrealized +80.4%
PEP PepsiCo 1.4%
Value ($000) $2,194 Shares 19,615 Est. Cost $56.00 Unrealized +46.3%
JNJ Johnson & Johnson 1.4%
Value ($000) $2,152 Shares 17,279 Est. Cost $59.66 Unrealized +56.5%
TMO Thermo Fisher Scientific 1.4%
Value ($000) $2,152 Shares 14,008 Est. Cost $80.23 Unrealized +85.9%
COST Costco 1.4%
Value ($000) $2,129 Shares 12,694 Est. Cost $87.21 Unrealized +63.8%
CHD Church & Dwight 1.3%
Value ($000) $2,091 Shares 41,920 Est. Cost $34.84 Unrealized +22.4%
CL Colgate Palmolive 1.3%
Value ($000) $2,046 Shares 27,955 Est. Cost $44.47 Unrealized +27.9%
CTSH Cognizant Tech 1.3%
Value ($000) $2,042 Shares 34,306 Est. Cost $37.49 Unrealized +35.9%
United Technologies 1.3%
Value ($000) $2,007 Shares 17,882 Est. Cost $92.63 Unrealized
BALL Ball Corp. 1.3%
Value ($000) $1,958 Shares 26,373 Est. Cost $19.77 Unrealized +71.4%
Oracle Corp. 1.3%
Value ($000) $1,956 Shares 43,841 Est. Cost $30.95 Unrealized
MMM 3M Co. 1.3%
Value ($000) $1,947 Shares 10,176 Est. Cost $61.26 Unrealized +85.5%
XOM ExxonMobil 1.3%
Value ($000) $1,940 Shares 23,661 Est. Cost $53.89 Unrealized +4.1%
AFL AFLAC 1.2%
Value ($000) $1,932 Shares 26,676 Est. Cost $20.35 Unrealized +41.7%
ECL Ecolab 1.2%
Value ($000) $1,930 Shares 15,398 Est. Cost $73.90 Unrealized +50.3%
IBM IBM 1.2%
Value ($000) $1,929 Shares 11,078 Est. Cost $113.19 Unrealized +1.1%
PG Procter & Gamble 1.2%
Value ($000) $1,920 Shares 21,369 Est. Cost $55.09 Unrealized +27.1%
BA Boeing 1.2%
Value ($000) $1,917 Shares 10,838 Est. Cost $125.53 Unrealized +26.5%
CVX Chevron Corp. 1.2%
Value ($000) $1,917 Shares 17,856 Est. Cost $70.30 Unrealized +9.2%
AMGN Amgen 1.2%
Value ($000) $1,909 Shares 11,635 Est. Cost $73.34 Unrealized +73.4%
APH Amphenol 1.2%
Value ($000) $1,895 Shares 26,621 Est. Cost $10.19 Unrealized +56.1%
EMR Emerson Electric 1.2%
Value ($000) $1,886 Shares 31,499 Est. Cost $39.58 Unrealized +21.1%
MSFT Microsoft 1.2%
Value ($000) $1,854 Shares 28,152 Est. Cost $26.70 Unrealized +116.6%
DHR Danaher 1.2%
Value ($000) $1,823 Shares 21,318 Est. Cost $29.73 Unrealized +139.6%
ADP Automatic Data Processing 1.2%
Value ($000) $1,788 Shares 17,465 Est. Cost $45.70 Unrealized +84.7%
AXP American Express 1.2%
Value ($000) $1,787 Shares 22,594 Est. Cost $59.31 Unrealized +16.6%
AT&T 1.1%
Value ($000) $1,766 Shares 42,495 Est. Cost $35.41 Unrealized
Walgreens Alliance Boots 1.1%
Value ($000) $1,720 Shares 20,713 Est. Cost $76.21 Unrealized
NKE Nike 1.1%
Value ($000) $1,688 Shares 30,294 Est. Cost $41.21 Unrealized +19.5%
SLB Schlumberger Ltd. 1.1%
Value ($000) $1,686 Shares 21,582 Est. Cost $54.03 Unrealized +17.2%
Cerner 1.1%
Value ($000) $1,676 Shares 28,480 Est. Cost $58.08 Unrealized
HON Honeywell 1.1%
Value ($000) $1,640 Shares 13,134 Est. Cost $62.75 Unrealized +46.5%
NWL Newell Rubbermaid 1.1%
Value ($000) $1,635 Shares 34,664 Est. Cost $31.49 Unrealized +2.2%
GIS General Mills 1.0%
Value ($000) $1,607 Shares 27,230 Est. Cost $32.12 Unrealized +38.9%
Priceline Group 1.0%
Value ($000) $1,590 Shares 893 Est. Cost $1196.92 Unrealized
R Ryder System 1.0%
Value ($000) $1,561 Shares 20,688 Est. Cost $71.79 Unrealized +5.4%
DOV Dover 1.0%
Value ($000) $1,560 Shares 19,410 Est. Cost $40.22 Unrealized +37.3%
SHW Sherwin-Williams 1.0%
Value ($000) $1,549 Shares 4,993 Est. Cost $63.81 Unrealized +45.7%
WFC Wells Fargo 1.0%
Value ($000) $1,535 Shares 27,578 Est. Cost $31.37 Unrealized +41.4%
BDX Becton Dickinson 1.0%
Value ($000) $1,515 Shares 8,260 Est. Cost $82.72 Unrealized +84.5%
Express Scripts 1.0%
Value ($000) $1,507 Shares 22,860 Est. Cost $61.98 Unrealized
CSL Carlisle 1.0%
Value ($000) $1,493 Shares 14,029 Est. Cost $56.79 Unrealized +68.8%
GPC Genuine Parts 1.0%
Value ($000) $1,477 Shares 15,983 Est. Cost $60.24 Unrealized +23.2%
CLX Clorox 0.9%
Value ($000) $1,469 Shares 10,895 Est. Cost $64.80 Unrealized +55.0%
C.R. Bard 0.9%
Value ($000) $1,466 Shares 5,898 Est. Cost $110.61 Unrealized
ABT Abbott Laboratories 0.9%
Value ($000) $1,443 Shares 32,483 Est. Cost $33.03 Unrealized +11.8%
NextEra Energy 0.9%
Value ($000) $1,420 Shares 11,061 Est. Cost $83.09 Unrealized
Celgene 0.9%
Value ($000) $1,381 Shares 11,095 Est. Cost $110.35 Unrealized
LOW Lowes 0.9%
Value ($000) $1,361 Shares 16,560 Est. Cost $32.63 Unrealized +99.2%
VZ Verizon 0.9%
Value ($000) $1,357 Shares 27,827 Est. Cost $27.31 Unrealized +15.1%
Alphabet Class A 0.9%
Value ($000) $1,343 Shares 1,584 Est. Cost $777.78 Unrealized
ORLY O'Reilly Auto 0.9%
Value ($000) $1,342 Shares 4,974 Est. Cost $7.82 Unrealized +131.1%
CVS CVS Health 0.9%
Value ($000) $1,340 Shares 17,066 Est. Cost $45.26 Unrealized +33.9%
SNA Snap-on 0.8%
Value ($000) $1,292 Shares 7,658 Est. Cost $127.39 Unrealized +8.4%
ROP Roper Industries 0.8%
Value ($000) $1,256 Shares 6,081 Est. Cost $113.86 Unrealized +67.1%
ConocoPhillips 0.8%
Value ($000) $1,248 Shares 25,019 Est. Cost $58.07 Unrealized
COR AmerisourceBergen 0.8%
Value ($000) $1,244 Shares 14,057 Est. Cost $43.42 Unrealized +53.1%
CSCO Cisco Systems 0.8%
Value ($000) $1,240 Shares 36,688 Est. Cost $15.55 Unrealized +59.1%
MCD McDonalds 0.8%
Value ($000) $1,205 Shares 9,298 Est. Cost $71.78 Unrealized +41.7%
NOC Northrop Grumman 0.8%
Value ($000) $1,183 Shares 4,976 Est. Cost $62.64 Unrealized +228.5%
GWW W.W. Grainger 0.8%
Value ($000) $1,181 Shares 5,075 Est. Cost $199.35 Unrealized +8.1%
Alphabet Class C 0.7%
Value ($000) $1,135 Shares 1,368 Est. Cost $758.90 Unrealized
IDXX IDEXX Laboratories 0.7%
Value ($000) $1,109 Shares 7,170 Est. Cost $70.55 Unrealized +95.4%
TXN Texas Instruments 0.7%
Value ($000) $1,105 Shares 13,713 Est. Cost $25.31 Unrealized +139.6%
SJM J.M. Smucker 0.7%
Value ($000) $1,033 Shares 7,878 Est. Cost $93.34 Unrealized +10.3%
Varian Med Sys Inc 0.7%
Value ($000) $1,027 Shares 11,265 Est. Cost $85.17 Unrealized
HD Home Depot 0.7%
Value ($000) $1,015 Shares 6,909 Est. Cost $60.45 Unrealized +89.2%
UNH UnitedHealth Group 0.6%
Value ($000) $1,008 Shares 6,147 Est. Cost $53.90 Unrealized +163.7%
WMT Wal-Mart 0.6%
Value ($000) $973 Shares 13,503 Est. Cost $20.00 Unrealized -1.1%
Royal Dutch Shell 'A' 0.6%
Value ($000) $966 Shares 18,323 Est. Cost $62.13 Unrealized
D.R. Horton 0.6%
Value ($000) $917 Shares 27,529 Est. Cost $30.98 Unrealized
Dominion Resources 0.6%
Value ($000) $906 Shares 11,681 Est. Cost $61.18 Unrealized
FAST Fastenal Co. 0.6%
Value ($000) $895 Shares 17,379 Est. Cost $8.46 Unrealized +17.5%
SO Southern Company 0.6%
Value ($000) $893 Shares 17,947 Est. Cost $26.53 Unrealized +28.7%
PYPL PayPal 0.6%
Value ($000) $882 Shares 20,504 Est. Cost $35.97 Unrealized +16.1%
Principal Financial Group 0.5%
Value ($000) $828 Shares 13,119 Est. Cost $53.16 Unrealized
Duke Energy 0.5%
Value ($000) $819 Shares 9,985 Est. Cost $76.76 Unrealized
INTU Intuit 0.5%
Value ($000) $803 Shares 6,919 Est. Cost $54.79 Unrealized +105.2%
LMT Lockheed Martin 0.5%
Value ($000) $790 Shares 2,953 Est. Cost $79.82 Unrealized +159.1%
SBUX Starbucks 0.5%
Value ($000) $753 Shares 12,893 Est. Cost $33.80 Unrealized +38.4%
Baker Hughes 0.5%
Value ($000) $733 Shares 12,247 Est. Cost $46.24 Unrealized
Bemis 0.5%
Value ($000) $702 Shares 14,360 Est. Cost $40.81 Unrealized
DCI Donaldson 0.4%
Value ($000) $668 Shares 14,680 Est. Cost $29.15 Unrealized +28.9%
BB&T Corp. 0.4%
Value ($000) $613 Shares 13,703 Est. Cost $38.94 Unrealized
LLY Eli Lilly 0.4%
Value ($000) $608 Shares 7,234 Est. Cost $45.17 Unrealized +54.0%
DLTR Dollar Tree 0.4%
Value ($000) $604 Shares 7,702 Est. Cost $49.81 Unrealized +54.3%
EW Edwards Lifesciences 0.4%
Value ($000) $604 Shares 6,422 Est. Cost $21.98 Unrealized +42.4%
APD Air Products & Chem. 0.4%
Value ($000) $565 Shares 4,176 Est. Cost $62.98 Unrealized +79.6%
Unilever N.V. 0.4%
Value ($000) $564 Shares 11,354 Est. Cost $39.34 Unrealized
HAL Halliburton 0.4%
Value ($000) $560 Shares 11,377 Est. Cost $36.05 Unrealized +25.2%
Valero Energy Corp 0.4%
Value ($000) $557 Shares 8,395 Est. Cost $58.33 Unrealized
KMB Kimberly Clark 0.3%
Value ($000) $513 Shares 3,894 Est. Cost $74.57 Unrealized +24.2%
MAR Marriott Intl. Class A 0.3%
Value ($000) $478 Shares 5,076 Est. Cost $36.65 Unrealized +119.3%
FDX FedEx 0.3%
Value ($000) $474 Shares 2,429 Est. Cost $90.98 Unrealized +81.5%
MKC McCormick 0.3%
Value ($000) $472 Shares 4,840 Est. Cost $29.13 Unrealized +40.4%
Praxair 0.3%
Value ($000) $448 Shares 3,780 Est. Cost $118.51 Unrealized
ADI Analog Devices 0.3%
Value ($000) $448 Shares 5,466 Est. Cost $48.37 Unrealized +37.3%
Valspar 0.3%
Value ($000) $430 Shares 3,875 Est. Cost $83.01 Unrealized
BUD Anheuser-Busch InBev 0.3%
Value ($000) $410 Shares 3,737 Est. Cost $92.04 Unrealized
DE Deere 0.3%
Value ($000) $403 Shares 3,698 Est. Cost $70.31 Unrealized +34.2%
FDS Factset Research 0.2%
Value ($000) $386 Shares 2,338 Est. Cost $87.68 Unrealized +82.1%
TGT Target 0.2%
Value ($000) $371 Shares 6,714 Est. Cost $51.00 Unrealized -5.9%
Stericycle 0.2%
Value ($000) $348 Shares 4,198 Est. Cost $105.86 Unrealized
Constellation Brands 0.2%
Value ($000) $332 Shares 2,048 Est. Cost $162.11 Unrealized
Anadarko Petroleum 0.2%
Value ($000) $327 Shares 5,267 Est. Cost $84.29 Unrealized
BIIB Biogen IDEC Inc. 0.2%
Value ($000) $323 Shares 1,181 Est. Cost $286.52 Unrealized -1.3%
VMC Vulcan Materials 0.2%
Value ($000) $270 Shares 2,240 Est. Cost $111.71 Unrealized +1.3%
Allergan, Inc. 0.2%
Value ($000) $267 Shares 1,117 Est. Cost $303.44 Unrealized
GlaxoSmithkline PLC 0.2%
Value ($000) $265 Shares 6,274 Est. Cost $42.69 Unrealized
ITT Corporation 0.2%
Value ($000) $264 Shares 6,429 Est. Cost $32.00 Unrealized
HSIC Henry Schein 0.2%
Value ($000) $253 Shares 1,489 Est. Cost $64.97 Unrealized 0.0%
TOL Toll Brothers 0.2%
Value ($000) $244 Shares 6,745 Est. Cost $33.34 Unrealized 0.0%
Quest Diagnostics 0.1%
Value ($000) $232 Shares 2,360 Est. Cost $81.48 Unrealized
EFX Equifax 0.1%
Value ($000) $221 Shares 1,615 Est. Cost $117.16 Unrealized 0.0%
ORI Old Republic Int'l 0.1%
Value ($000) $215 Shares 10,490 Est. Cost $9.08 Unrealized +11.4%
HSY Hershey Foods 0.1%
Value ($000) $213 Shares 1,946 Est. Cost $79.47 Unrealized +9.2%
General Motors 0.1%
Value ($000) $203 Shares 5,745 Est. Cost $34.77 Unrealized
WDC Western Digital Corp 0.1%
Value ($000) $202 Shares 2,443 Est. Cost $33.13 Unrealized +54.8%
Franklin Street Properties 0.1%
Value ($000) $172 Shares 14,165 Est. Cost $12.84 Unrealized
F Ford Motor Company 0.1%
Value ($000) $119 Shares 10,230 Est. Cost $7.94 Unrealized -1.9%
Staples, Inc. 0.1%
Value ($000) $118 Shares 13,430 Est. Cost $10.96 Unrealized
Entertainment Arts Research 0.0%
Value ($000) $0 Shares 13,800 Est. Cost Unrealized