EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 27, 2017

Total Value ($000): $160,984 (100.0% shares, 0.0% debt)

Holdings (130)

AMZN Amazon.com 1.6%
Value ($000) $2,607 Shares 2,712 Est. Cost $15.01 Unrealized +227.3%
META Facebook 1.6%
Value ($000) $2,548 Shares 14,909 Est. Cost $110.03 Unrealized +50.6%
Visa 1.5%
Value ($000) $2,403 Shares 22,829 Est. Cost $96.64 Unrealized
CTSH Cognizant Tech 1.5%
Value ($000) $2,384 Shares 32,866 Est. Cost $37.49 Unrealized +66.6%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $2,382 Shares 12,592 Est. Cost $80.23 Unrealized +120.7%
FISV Fiserv 1.5%
Value ($000) $2,369 Shares 18,367 Est. Cost $24.54 Unrealized +153.2%
SYK Stryker 1.5%
Value ($000) $2,366 Shares 16,660 Est. Cost $56.92 Unrealized +129.8%
JPM J.P. Morgan Chase 1.5%
Value ($000) $2,341 Shares 24,506 Est. Cost $36.24 Unrealized +103.3%
ITW Illinois Tool Works 1.4%
Value ($000) $2,333 Shares 15,767 Est. Cost $50.91 Unrealized +128.0%
AAPL Apple 1.4%
Value ($000) $2,322 Shares 15,067 Est. Cost $19.29 Unrealized +87.4%
AMGN Amgen 1.3%
Value ($000) $2,143 Shares 11,493 Est. Cost $73.34 Unrealized +87.5%
BA Boeing 1.3%
Value ($000) $2,122 Shares 8,347 Est. Cost $125.53 Unrealized +75.6%
COST Costco 1.3%
Value ($000) $2,121 Shares 12,913 Est. Cost $88.24 Unrealized +58.8%
PEP PepsiCo 1.3%
Value ($000) $2,109 Shares 18,923 Est. Cost $56.00 Unrealized +59.7%
JNJ Johnson & Johnson 1.3%
Value ($000) $2,107 Shares 16,204 Est. Cost $59.66 Unrealized +76.0%
BALL Ball Corp. 1.3%
Value ($000) $2,095 Shares 50,718 Est. Cost $27.58 Unrealized +35.6%
AFL AFLAC 1.3%
Value ($000) $2,076 Shares 25,504 Est. Cost $20.35 Unrealized +62.8%
Oracle Corp. 1.3%
Value ($000) $2,037 Shares 42,126 Est. Cost $30.95 Unrealized
CVX Chevron Corp. 1.3%
Value ($000) $2,029 Shares 17,264 Est. Cost $70.30 Unrealized +8.4%
CHD Church & Dwight 1.3%
Value ($000) $2,020 Shares 41,686 Est. Cost $35.01 Unrealized +30.4%
CL Colgate Palmolive 1.3%
Value ($000) $2,015 Shares 27,660 Est. Cost $44.84 Unrealized +32.0%
MMM 3M Co. 1.2%
Value ($000) $2,007 Shares 9,562 Est. Cost $61.26 Unrealized +112.0%
APH Amphenol 1.2%
Value ($000) $1,994 Shares 23,560 Est. Cost $10.19 Unrealized +78.0%
United Technologies 1.2%
Value ($000) $1,981 Shares 17,064 Est. Cost $92.63 Unrealized
Cerner 1.2%
Value ($000) $1,954 Shares 27,400 Est. Cost $58.08 Unrealized
ECL Ecolab 1.2%
Value ($000) $1,946 Shares 15,129 Est. Cost $73.90 Unrealized +62.5%
MSFT Microsoft 1.2%
Value ($000) $1,944 Shares 26,091 Est. Cost $26.70 Unrealized +149.7%
PG Procter & Gamble 1.2%
Value ($000) $1,942 Shares 21,350 Est. Cost $55.43 Unrealized +31.7%
AXP American Express 1.2%
Value ($000) $1,929 Shares 21,320 Est. Cost $59.31 Unrealized +29.2%
EMR Emerson Electric 1.2%
Value ($000) $1,925 Shares 30,632 Est. Cost $39.58 Unrealized +24.4%
Priceline Group 1.2%
Value ($000) $1,919 Shares 1,048 Est. Cost $1300.86 Unrealized
DIS Walt Disney 1.2%
Value ($000) $1,898 Shares 19,256 Est. Cost $57.55 Unrealized +68.4%
XOM ExxonMobil 1.1%
Value ($000) $1,849 Shares 22,559 Est. Cost $53.89 Unrealized +0.8%
ADP Automatic Data Processing 1.1%
Value ($000) $1,841 Shares 16,843 Est. Cost $45.70 Unrealized +96.0%
DHR Danaher 1.1%
Value ($000) $1,807 Shares 21,066 Est. Cost $29.73 Unrealized +139.0%
IBM IBM 1.1%
Value ($000) $1,794 Shares 12,363 Est. Cost $111.38 Unrealized -13.0%
Celgene 1.1%
Value ($000) $1,759 Shares 12,063 Est. Cost $113.48 Unrealized
HON Honeywell 1.1%
Value ($000) $1,733 Shares 12,230 Est. Cost $62.75 Unrealized +66.3%
NKE Nike 1.1%
Value ($000) $1,725 Shares 33,275 Est. Cost $41.89 Unrealized +20.3%
AT&T 1.1%
Value ($000) $1,710 Shares 43,666 Est. Cost $35.49 Unrealized
GWW W.W. Grainger 1.1%
Value ($000) $1,705 Shares 9,484 Est. Cost $180.66 Unrealized -17.2%
ABT Abbott Laboratories 1.0%
Value ($000) $1,664 Shares 31,178 Est. Cost $33.03 Unrealized +31.3%
SHW Sherwin-Williams 1.0%
Value ($000) $1,647 Shares 4,600 Est. Cost $63.81 Unrealized +66.9%
BDX Becton Dickinson 1.0%
Value ($000) $1,640 Shares 8,369 Est. Cost $84.22 Unrealized +103.1%
Walgreens Alliance Boots 1.0%
Value ($000) $1,583 Shares 20,501 Est. Cost $76.23 Unrealized
R Ryder System 1.0%
Value ($000) $1,571 Shares 18,578 Est. Cost $71.79 Unrealized +5.5%
SLB Schlumberger Ltd. 1.0%
Value ($000) $1,571 Shares 22,514 Est. Cost $54.05 Unrealized -4.0%
NextEra Energy 0.9%
Value ($000) $1,484 Shares 10,126 Est. Cost $83.09 Unrealized
SNA Snap-on 0.9%
Value ($000) $1,479 Shares 9,926 Est. Cost $125.39 Unrealized -3.0%
GIS General Mills 0.9%
Value ($000) $1,449 Shares 28,000 Est. Cost $32.32 Unrealized +25.9%
VZ Verizon 0.9%
Value ($000) $1,443 Shares 29,157 Est. Cost $27.43 Unrealized +10.2%
Alphabet Class A 0.9%
Value ($000) $1,434 Shares 1,473 Est. Cost $777.78 Unrealized
CSCO Cisco Systems 0.9%
Value ($000) $1,430 Shares 42,530 Est. Cost $16.84 Unrealized +46.8%
CLX Clorox 0.9%
Value ($000) $1,410 Shares 10,692 Est. Cost $65.32 Unrealized +61.6%
Express Scripts 0.9%
Value ($000) $1,384 Shares 21,858 Est. Cost $61.98 Unrealized
CVS CVS Health 0.8%
Value ($000) $1,359 Shares 16,708 Est. Cost $45.26 Unrealized +34.4%
ROP Roper Industries 0.8%
Value ($000) $1,358 Shares 5,578 Est. Cost $113.86 Unrealized +96.4%
LOW Lowes 0.8%
Value ($000) $1,344 Shares 16,808 Est. Cost $33.27 Unrealized +97.3%
CSL Carlisle 0.8%
Value ($000) $1,324 Shares 13,200 Est. Cost $56.79 Unrealized +53.5%
NOC Northrop Grumman 0.8%
Value ($000) $1,318 Shares 4,581 Est. Cost $62.64 Unrealized +275.1%
Bemis 0.8%
Value ($000) $1,315 Shares 28,860 Est. Cost $43.52 Unrealized
MCD McDonalds 0.8%
Value ($000) $1,301 Shares 8,301 Est. Cost $71.78 Unrealized +79.2%
WFC Wells Fargo 0.8%
Value ($000) $1,241 Shares 22,494 Est. Cost $31.37 Unrealized +34.3%
ConocoPhillips 0.8%
Value ($000) $1,238 Shares 24,742 Est. Cost $58.07 Unrealized
HSIC Henry Schein 0.8%
Value ($000) $1,238 Shares 15,095 Est. Cost $67.91 Unrealized +0.5%
Alphabet Class C 0.8%
Value ($000) $1,230 Shares 1,282 Est. Cost $758.90 Unrealized
DOV Dover 0.8%
Value ($000) $1,211 Shares 13,252 Est. Cost $40.22 Unrealized +51.2%
PYPL PayPal 0.8%
Value ($000) $1,209 Shares 18,881 Est. Cost $35.97 Unrealized +66.2%
ORLY O'Reilly Auto 0.7%
Value ($000) $1,198 Shares 5,563 Est. Cost $8.68 Unrealized +52.1%
IDXX IDEXX Laboratories 0.7%
Value ($000) $1,157 Shares 7,443 Est. Cost $74.05 Unrealized +113.5%
D.R. Horton 0.7%
Value ($000) $1,132 Shares 28,362 Est. Cost $31.16 Unrealized
C.R. Bard 0.7%
Value ($000) $1,125 Shares 3,509 Est. Cost $110.61 Unrealized
GPC Genuine Parts 0.7%
Value ($000) $1,109 Shares 11,594 Est. Cost $60.24 Unrealized +10.7%
TXN Texas Instruments 0.7%
Value ($000) $1,094 Shares 12,202 Est. Cost $25.31 Unrealized +157.6%
HD Home Depot 0.7%
Value ($000) $1,057 Shares 6,465 Est. Cost $60.45 Unrealized +107.0%
Varian Med Sys Inc 0.6%
Value ($000) $1,039 Shares 10,381 Est. Cost $85.17 Unrealized
Royal Dutch Shell 'A' 0.6%
Value ($000) $1,026 Shares 16,938 Est. Cost $62.13 Unrealized
WMT Wal-Mart 0.6%
Value ($000) $1,015 Shares 12,988 Est. Cost $20.00 Unrealized +14.5%
COR AmerisourceBergen 0.6%
Value ($000) $983 Shares 11,880 Est. Cost $43.42 Unrealized +49.0%
UNH UnitedHealth Group 0.6%
Value ($000) $959 Shares 4,898 Est. Cost $53.90 Unrealized +213.5%
Duke Energy 0.6%
Value ($000) $959 Shares 11,422 Est. Cost $77.64 Unrealized
INTU Intuit 0.6%
Value ($000) $946 Shares 6,654 Est. Cost $55.87 Unrealized +133.0%
SO Southern Company 0.6%
Value ($000) $935 Shares 19,036 Est. Cost $26.99 Unrealized +27.1%
FDS Factset Research 0.6%
Value ($000) $898 Shares 4,984 Est. Cost $120.55 Unrealized +24.5%
NWL Newell Rubbermaid 0.6%
Value ($000) $895 Shares 20,975 Est. Cost $31.49 Unrealized +6.3%
Principal Financial Group 0.5%
Value ($000) $863 Shares 13,420 Est. Cost $53.33 Unrealized
Dominion Resources 0.5%
Value ($000) $853 Shares 11,086 Est. Cost $61.18 Unrealized
Red Hat 0.5%
Value ($000) $851 Shares 7,676 Est. Cost $95.95 Unrealized
FAST Fastenal Co. 0.5%
Value ($000) $847 Shares 18,584 Est. Cost $8.49 Unrealized +2.1%
LMT Lockheed Martin 0.5%
Value ($000) $814 Shares 2,622 Est. Cost $79.82 Unrealized +198.9%
EW Edwards Lifesciences 0.5%
Value ($000) $805 Shares 7,367 Est. Cost $24.71 Unrealized +54.3%
FDX FedEx 0.5%
Value ($000) $766 Shares 3,395 Est. Cost $122.13 Unrealized +51.4%
SBUX Starbucks 0.4%
Value ($000) $703 Shares 13,093 Est. Cost $33.99 Unrealized +36.0%
Valero Energy Corp 0.4%
Value ($000) $686 Shares 8,920 Est. Cost $59.37 Unrealized
BB&T Corp. 0.4%
Value ($000) $683 Shares 14,547 Est. Cost $39.33 Unrealized
DLTR Dollar Tree 0.4%
Value ($000) $679 Shares 7,817 Est. Cost $50.23 Unrealized +51.9%
APD Air Products & Chem. 0.4%
Value ($000) $673 Shares 4,448 Est. Cost $66.07 Unrealized +80.3%
AVY Avery Dennison 0.4%
Value ($000) $659 Shares 6,703 Est. Cost $75.23 Unrealized +7.8%
SJM J.M. Smucker 0.4%
Value ($000) $644 Shares 6,137 Est. Cost $93.34 Unrealized -6.2%
DCI Donaldson 0.4%
Value ($000) $621 Shares 13,515 Est. Cost $29.15 Unrealized +38.9%
LLY Eli Lilly 0.4%
Value ($000) $614 Shares 7,179 Est. Cost $45.17 Unrealized +59.7%
Unilever N.V. 0.4%
Value ($000) $596 Shares 10,098 Est. Cost $39.34 Unrealized
HAL Halliburton 0.3%
Value ($000) $509 Shares 11,052 Est. Cost $36.05 Unrealized -1.7%
MAR Marriott Intl. Class A 0.3%
Value ($000) $497 Shares 4,506 Est. Cost $36.65 Unrealized +162.0%
DE Deere 0.3%
Value ($000) $458 Shares 3,647 Est. Cost $70.31 Unrealized +54.4%
KMB Kimberly Clark 0.3%
Value ($000) $457 Shares 3,884 Est. Cost $74.57 Unrealized +22.0%
MKC McCormick 0.3%
Value ($000) $451 Shares 4,390 Est. Cost $29.13 Unrealized +41.1%
ADI Analog Devices 0.3%
Value ($000) $449 Shares 5,216 Est. Cost $48.37 Unrealized +42.5%
Praxair 0.3%
Value ($000) $448 Shares 3,203 Est. Cost $118.51 Unrealized
BUD Anheuser-Busch InBev 0.3%
Value ($000) $431 Shares 3,612 Est. Cost $92.04 Unrealized
MS Morgan Stanley 0.3%
Value ($000) $416 Shares 8,640 Est. Cost $34.82 Unrealized +4.2%
Constellation Brands 0.3%
Value ($000) $409 Shares 2,050 Est. Cost $162.49 Unrealized
Quest Diagnostics 0.3%
Value ($000) $408 Shares 4,355 Est. Cost $95.07 Unrealized
Baker Hughes, A GE Company 0.2%
Value ($000) $292 Shares 7,968 Est. Cost $36.65 Unrealized
Foot Locker 0.2%
Value ($000) $291 Shares 8,257 Est. Cost $49.30 Unrealized
TOL Toll Brothers 0.2%
Value ($000) $281 Shares 6,780 Est. Cost $33.41 Unrealized +17.7%
BIIB Biogen IDEC Inc. 0.2%
Value ($000) $276 Shares 880 Est. Cost $286.52 Unrealized +3.3%
VMC Vulcan Materials 0.2%
Value ($000) $270 Shares 2,257 Est. Cost $111.71 Unrealized -0.2%
MTD Mettler-Toledo Int'l 0.2%
Value ($000) $256 Shares 409 Est. Cost $600.48 Unrealized 0.0%
GlaxoSmithkline PLC 0.2%
Value ($000) $254 Shares 6,248 Est. Cost $42.69 Unrealized
OMC Omnicom Group 0.1%
Value ($000) $240 Shares 3,237 Est. Cost $61.42 Unrealized -7.0%
General Motors 0.1%
Value ($000) $237 Shares 5,875 Est. Cost $34.77 Unrealized
ITT Corporation 0.1%
Value ($000) $234 Shares 5,284 Est. Cost $32.00 Unrealized
Anadarko Petroleum 0.1%
Value ($000) $225 Shares 4,597 Est. Cost $84.29 Unrealized
PPL Corp 0.1%
Value ($000) $223 Shares 5,885 Est. Cost $37.89 Unrealized
HSY Hershey Foods 0.1%
Value ($000) $212 Shares 1,946 Est. Cost $79.47 Unrealized +9.8%
CF CF Industries 0.1%
Value ($000) $206 Shares 5,850 Est. Cost $24.93 Unrealized 0.0%
Allergan, Inc. 0.1%
Value ($000) $204 Shares 995 Est. Cost $303.44 Unrealized
Franklin Street Properties 0.1%
Value ($000) $152 Shares 14,330 Est. Cost $12.81 Unrealized
F Ford Motor Company 0.1%
Value ($000) $148 Shares 12,360 Est. Cost $7.78 Unrealized -6.8%