EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 31, 2017

Total Value ($000): $155,920 (100.0% shares, 0.0% debt)

Holdings (130)

AMZN Amazon.com 1.7%
Value ($000) $2,707 Shares 2,797 Est. Cost $15.01 Unrealized +217.9%
SYK Stryker 1.5%
Value ($000) $2,369 Shares 17,069 Est. Cost $56.92 Unrealized +119.2%
META Facebook 1.5%
Value ($000) $2,344 Shares 15,528 Est. Cost $110.03 Unrealized +34.2%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $2,333 Shares 13,373 Est. Cost $80.23 Unrealized +104.5%
ITW Illinois Tool Works 1.5%
Value ($000) $2,308 Shares 16,111 Est. Cost $50.91 Unrealized +122.6%
JPM J.P. Morgan Chase 1.5%
Value ($000) $2,277 Shares 24,915 Est. Cost $36.24 Unrealized +89.1%
Visa 1.5%
Value ($000) $2,277 Shares 24,284 Est. Cost $96.64 Unrealized
FISV Fiserv 1.5%
Value ($000) $2,264 Shares 18,503 Est. Cost $24.54 Unrealized +146.5%
AAPL Apple 1.4%
Value ($000) $2,255 Shares 15,659 Est. Cost $19.29 Unrealized +77.9%
CTSH Cognizant Tech 1.4%
Value ($000) $2,217 Shares 33,396 Est. Cost $37.49 Unrealized +50.4%
PEP PepsiCo 1.4%
Value ($000) $2,191 Shares 18,971 Est. Cost $56.00 Unrealized +57.5%
JNJ Johnson & Johnson 1.4%
Value ($000) $2,172 Shares 16,419 Est. Cost $59.66 Unrealized +68.3%
BALL Ball Corp. 1.4%
Value ($000) $2,154 Shares 51,025 Est. Cost $27.58 Unrealized +30.3%
Oracle Corp. 1.4%
Value ($000) $2,146 Shares 42,791 Est. Cost $30.95 Unrealized
CHD Church & Dwight 1.4%
Value ($000) $2,129 Shares 41,028 Est. Cost $34.84 Unrealized +31.4%
United Technologies 1.3%
Value ($000) $2,101 Shares 17,205 Est. Cost $92.63 Unrealized
BA Boeing 1.3%
Value ($000) $2,037 Shares 10,299 Est. Cost $125.53 Unrealized +39.3%
COST Costco 1.3%
Value ($000) $2,025 Shares 12,662 Est. Cost $87.21 Unrealized +73.1%
DIS Walt Disney 1.3%
Value ($000) $2,022 Shares 19,035 Est. Cost $57.10 Unrealized +79.4%
AMGN Amgen 1.3%
Value ($000) $2,006 Shares 11,646 Est. Cost $73.34 Unrealized +70.9%
CL Colgate Palmolive 1.3%
Value ($000) $1,999 Shares 26,971 Est. Cost $44.47 Unrealized +36.4%
AFL AFLAC 1.3%
Value ($000) $1,999 Shares 25,740 Est. Cost $20.35 Unrealized +51.0%
ECL Ecolab 1.3%
Value ($000) $1,994 Shares 15,021 Est. Cost $73.90 Unrealized +59.2%
MMM 3M Co. 1.3%
Value ($000) $1,986 Shares 9,540 Est. Cost $61.26 Unrealized +103.5%
Priceline Group 1.3%
Value ($000) $1,975 Shares 1,056 Est. Cost $1300.86 Unrealized
NKE Nike 1.2%
Value ($000) $1,924 Shares 32,614 Est. Cost $41.71 Unrealized +15.7%
MSFT Microsoft 1.2%
Value ($000) $1,884 Shares 27,327 Est. Cost $26.70 Unrealized +133.4%
APH Amphenol 1.2%
Value ($000) $1,867 Shares 25,291 Est. Cost $10.19 Unrealized +65.1%
EMR Emerson Electric 1.2%
Value ($000) $1,833 Shares 30,737 Est. Cost $39.58 Unrealized +21.3%
PG Procter & Gamble 1.2%
Value ($000) $1,825 Shares 20,941 Est. Cost $55.09 Unrealized +27.3%
AXP American Express 1.2%
Value ($000) $1,818 Shares 21,587 Est. Cost $59.31 Unrealized +18.5%
XOM ExxonMobil 1.2%
Value ($000) $1,818 Shares 22,517 Est. Cost $53.89 Unrealized +2.9%
Cerner 1.2%
Value ($000) $1,816 Shares 27,316 Est. Cost $58.08 Unrealized
CVX Chevron Corp. 1.2%
Value ($000) $1,812 Shares 17,364 Est. Cost $70.30 Unrealized +4.1%
NWL Newell Rubbermaid 1.1%
Value ($000) $1,776 Shares 33,119 Est. Cost $31.49 Unrealized +9.7%
DHR Danaher 1.1%
Value ($000) $1,765 Shares 20,913 Est. Cost $29.73 Unrealized +141.4%
ADP Automatic Data Processing 1.1%
Value ($000) $1,730 Shares 16,885 Est. Cost $45.70 Unrealized +84.3%
IBM IBM 1.1%
Value ($000) $1,692 Shares 10,999 Est. Cost $113.19 Unrealized -8.3%
HON Honeywell 1.1%
Value ($000) $1,663 Shares 12,474 Est. Cost $62.75 Unrealized +57.4%
BDX Becton Dickinson 1.1%
Value ($000) $1,643 Shares 8,422 Est. Cost $84.22 Unrealized +90.6%
SHW Sherwin-Williams 1.0%
Value ($000) $1,633 Shares 4,653 Est. Cost $63.81 Unrealized +62.1%
AT&T 1.0%
Value ($000) $1,625 Shares 43,080 Est. Cost $35.44 Unrealized
Walgreens Alliance Boots 1.0%
Value ($000) $1,583 Shares 20,213 Est. Cost $76.21 Unrealized
ABT Abbott Laboratories 1.0%
Value ($000) $1,544 Shares 31,753 Est. Cost $33.03 Unrealized +17.8%
GIS General Mills 1.0%
Value ($000) $1,514 Shares 27,336 Est. Cost $32.12 Unrealized +30.8%
WFC Wells Fargo 1.0%
Value ($000) $1,511 Shares 27,263 Est. Cost $31.37 Unrealized +34.5%
SLB Schlumberger Ltd. 0.9%
Value ($000) $1,464 Shares 22,232 Est. Cost $54.08 Unrealized +3.2%
NextEra Energy 0.9%
Value ($000) $1,461 Shares 10,426 Est. Cost $83.09 Unrealized
Celgene 0.9%
Value ($000) $1,428 Shares 10,998 Est. Cost $110.35 Unrealized
Express Scripts 0.9%
Value ($000) $1,423 Shares 22,288 Est. Cost $61.98 Unrealized
CLX Clorox 0.9%
Value ($000) $1,407 Shares 10,557 Est. Cost $64.80 Unrealized +62.6%
GWW W.W. Grainger 0.9%
Value ($000) $1,376 Shares 7,620 Est. Cost $188.27 Unrealized -11.7%
Alphabet Class A 0.9%
Value ($000) $1,365 Shares 1,468 Est. Cost $777.78 Unrealized
R Ryder System 0.9%
Value ($000) $1,362 Shares 18,928 Est. Cost $71.79 Unrealized -3.6%
CVS CVS Health 0.9%
Value ($000) $1,342 Shares 16,678 Est. Cost $45.26 Unrealized +33.3%
CSCO Cisco Systems 0.9%
Value ($000) $1,329 Shares 42,453 Est. Cost $16.84 Unrealized +48.8%
ROP Roper Industries 0.8%
Value ($000) $1,310 Shares 5,658 Est. Cost $113.86 Unrealized +84.8%
LOW Lowes 0.8%
Value ($000) $1,306 Shares 16,851 Est. Cost $33.27 Unrealized +109.5%
Bemis 0.8%
Value ($000) $1,292 Shares 27,930 Est. Cost $43.46 Unrealized
MCD McDonalds 0.8%
Value ($000) $1,285 Shares 8,390 Est. Cost $71.78 Unrealized +64.3%
VZ Verizon 0.8%
Value ($000) $1,271 Shares 28,467 Est. Cost $27.36 Unrealized +7.9%
GPC Genuine Parts 0.8%
Value ($000) $1,268 Shares 13,674 Est. Cost $60.24 Unrealized +18.6%
CSL Carlisle 0.8%
Value ($000) $1,261 Shares 13,219 Est. Cost $56.79 Unrealized +59.7%
COR AmerisourceBergen 0.8%
Value ($000) $1,253 Shares 13,252 Est. Cost $43.42 Unrealized +55.8%
ORLY O'Reilly Auto 0.8%
Value ($000) $1,211 Shares 5,536 Est. Cost $8.68 Unrealized +88.1%
NOC Northrop Grumman 0.8%
Value ($000) $1,207 Shares 4,703 Est. Cost $62.64 Unrealized +247.3%
IDXX IDEXX Laboratories 0.8%
Value ($000) $1,203 Shares 7,454 Est. Cost $74.05 Unrealized +119.3%
Alphabet Class C 0.7%
Value ($000) $1,164 Shares 1,281 Est. Cost $758.90 Unrealized
DOV Dover 0.7%
Value ($000) $1,148 Shares 14,316 Est. Cost $40.22 Unrealized +41.2%
C.R. Bard 0.7%
Value ($000) $1,146 Shares 3,624 Est. Cost $110.61 Unrealized
PYPL PayPal 0.7%
Value ($000) $1,082 Shares 20,169 Est. Cost $35.97 Unrealized +36.3%
Varian Med Sys Inc 0.7%
Value ($000) $1,079 Shares 10,458 Est. Cost $85.17 Unrealized
ConocoPhillips 0.7%
Value ($000) $1,078 Shares 24,519 Est. Cost $58.07 Unrealized
SNA Snap-on 0.7%
Value ($000) $1,027 Shares 6,502 Est. Cost $127.39 Unrealized +3.5%
UNH UnitedHealth Group 0.7%
Value ($000) $1,018 Shares 5,491 Est. Cost $53.90 Unrealized +183.3%
HD Home Depot 0.6%
Value ($000) $996 Shares 6,494 Est. Cost $60.45 Unrealized +105.9%
TXN Texas Instruments 0.6%
Value ($000) $989 Shares 12,850 Est. Cost $25.31 Unrealized +149.5%
WMT Wal-Mart 0.6%
Value ($000) $979 Shares 12,936 Est. Cost $20.00 Unrealized +10.1%
D.R. Horton 0.6%
Value ($000) $966 Shares 27,939 Est. Cost $31.03 Unrealized
Royal Dutch Shell 'A' 0.6%
Value ($000) $918 Shares 17,253 Est. Cost $62.13 Unrealized
SJM J.M. Smucker 0.6%
Value ($000) $914 Shares 7,728 Est. Cost $93.34 Unrealized +3.1%
Duke Energy 0.6%
Value ($000) $898 Shares 10,742 Est. Cost $77.24 Unrealized
SO Southern Company 0.6%
Value ($000) $879 Shares 18,356 Est. Cost $26.72 Unrealized +31.3%
INTU Intuit 0.6%
Value ($000) $871 Shares 6,559 Est. Cost $54.79 Unrealized +122.7%
Dominion Resources 0.5%
Value ($000) $850 Shares 11,086 Est. Cost $61.18 Unrealized
Principal Financial Group 0.5%
Value ($000) $847 Shares 13,215 Est. Cost $53.16 Unrealized
FAST Fastenal Co. 0.5%
Value ($000) $806 Shares 18,519 Est. Cost $8.49 Unrealized +5.6%
LMT Lockheed Martin 0.5%
Value ($000) $761 Shares 2,741 Est. Cost $79.82 Unrealized +173.5%
SBUX Starbucks 0.5%
Value ($000) $752 Shares 12,893 Est. Cost $33.80 Unrealized +48.5%
Red Hat 0.5%
Value ($000) $726 Shares 7,581 Est. Cost $95.77 Unrealized
EW Edwards Lifesciences 0.5%
Value ($000) $724 Shares 6,122 Est. Cost $21.98 Unrealized +66.0%
BB&T Corp. 0.4%
Value ($000) $652 Shares 14,368 Est. Cost $39.24 Unrealized
Foot Locker 0.4%
Value ($000) $650 Shares 13,184 Est. Cost $49.30 Unrealized
Baker Hughes 0.4%
Value ($000) $642 Shares 11,773 Est. Cost $46.24 Unrealized
APD Air Products & Chem. 0.4%
Value ($000) $635 Shares 4,441 Est. Cost $66.07 Unrealized +73.9%
DCI Donaldson 0.4%
Value ($000) $615 Shares 13,515 Est. Cost $29.15 Unrealized +37.5%
LLY Eli Lilly 0.4%
Value ($000) $595 Shares 7,234 Est. Cost $45.17 Unrealized +57.8%
Unilever N.V. 0.4%
Value ($000) $575 Shares 10,398 Est. Cost $39.34 Unrealized
Valero Energy Corp 0.4%
Value ($000) $568 Shares 8,420 Est. Cost $58.33 Unrealized
DLTR Dollar Tree 0.4%
Value ($000) $547 Shares 7,822 Est. Cost $50.23 Unrealized +53.7%
KMB Kimberly Clark 0.3%
Value ($000) $506 Shares 3,919 Est. Cost $74.57 Unrealized +29.0%
FDX FedEx 0.3%
Value ($000) $493 Shares 2,269 Est. Cost $90.98 Unrealized +88.0%
HAL Halliburton 0.3%
Value ($000) $489 Shares 11,457 Est. Cost $36.05 Unrealized +7.3%
MAR Marriott Intl. Class A 0.3%
Value ($000) $486 Shares 4,841 Est. Cost $36.65 Unrealized +153.6%
Quest Diagnostics 0.3%
Value ($000) $484 Shares 4,355 Est. Cost $95.07 Unrealized
MKC McCormick 0.3%
Value ($000) $472 Shares 4,840 Est. Cost $29.13 Unrealized +47.4%
DE Deere 0.3%
Value ($000) $449 Shares 3,629 Est. Cost $70.31 Unrealized +46.2%
Praxair 0.3%
Value ($000) $442 Shares 3,338 Est. Cost $118.51 Unrealized
ADI Analog Devices 0.3%
Value ($000) $414 Shares 5,321 Est. Cost $48.37 Unrealized +39.6%
BUD Anheuser-Busch InBev 0.3%
Value ($000) $406 Shares 3,679 Est. Cost $92.04 Unrealized
Constellation Brands 0.3%
Value ($000) $393 Shares 2,029 Est. Cost $162.11 Unrealized
FDS Factset Research 0.3%
Value ($000) $392 Shares 2,358 Est. Cost $87.68 Unrealized +70.8%
AVY Avery Dennison 0.2%
Value ($000) $371 Shares 4,200 Est. Cost $71.76 Unrealized 0.0%
OMC Omnicom Group 0.2%
Value ($000) $287 Shares 3,467 Est. Cost $61.42 Unrealized 0.0%
VMC Vulcan Materials 0.2%
Value ($000) $286 Shares 2,257 Est. Cost $111.71 Unrealized +4.2%
BIIB Biogen IDEC Inc. 0.2%
Value ($000) $276 Shares 1,016 Est. Cost $286.52 Unrealized -7.7%
HSIC Henry Schein 0.2%
Value ($000) $274 Shares 1,497 Est. Cost $64.97 Unrealized +7.3%
Allergan, Inc. 0.2%
Value ($000) $271 Shares 1,114 Est. Cost $303.44 Unrealized
GlaxoSmithkline PLC 0.2%
Value ($000) $270 Shares 6,271 Est. Cost $42.69 Unrealized
TOL Toll Brothers 0.2%
Value ($000) $265 Shares 6,705 Est. Cost $33.34 Unrealized +11.9%
Anadarko Petroleum 0.1%
Value ($000) $225 Shares 4,962 Est. Cost $84.29 Unrealized
EFX Equifax 0.1%
Value ($000) $215 Shares 1,565 Est. Cost $117.16 Unrealized +8.2%
ITT Corporation 0.1%
Value ($000) $215 Shares 5,339 Est. Cost $32.00 Unrealized
HSY Hershey Foods 0.1%
Value ($000) $209 Shares 1,946 Est. Cost $79.47 Unrealized +13.0%
General Motors 0.1%
Value ($000) $206 Shares 5,910 Est. Cost $34.77 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $205 Shares 4,595 Est. Cost $33.54 Unrealized 0.0%
Franklin Street Properties 0.1%
Value ($000) $160 Shares 14,475 Est. Cost $12.81 Unrealized
F Ford Motor Company 0.1%
Value ($000) $140 Shares 12,500 Est. Cost $7.78 Unrealized -8.9%
Staples, Inc. 0.1%
Value ($000) $135 Shares 13,430 Est. Cost $10.96 Unrealized
Entertainment Arts Research 0.0%
Value ($000) $0 Shares 13,800 Est. Cost Unrealized