EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 31, 2018

Total Value ($000): $169,636 (100.0% shares, 0.0% debt)

Holdings (127)

AMZN Amazon.com 1.8%
Value ($000) $2,974 Shares 2,543 Est. Cost $15.01 Unrealized +266.6%
ITW Illinois Tool Works 1.5%
Value ($000) $2,601 Shares 15,591 Est. Cost $50.91 Unrealized +157.1%
JPM J.P. Morgan Chase 1.5%
Value ($000) $2,583 Shares 24,155 Est. Cost $36.24 Unrealized +124.4%
SYK Stryker 1.5%
Value ($000) $2,557 Shares 16,514 Est. Cost $56.92 Unrealized +145.2%
Visa 1.5%
Value ($000) $2,556 Shares 22,413 Est. Cost $96.64 Unrealized
AAPL Apple 1.5%
Value ($000) $2,471 Shares 14,599 Est. Cost $19.29 Unrealized +102.6%
META Facebook 1.5%
Value ($000) $2,470 Shares 13,996 Est. Cost $110.03 Unrealized +59.5%
FISV Fiserv 1.4%
Value ($000) $2,403 Shares 18,329 Est. Cost $24.54 Unrealized +163.2%
COST Costco 1.4%
Value ($000) $2,400 Shares 12,896 Est. Cost $88.24 Unrealized +75.0%
TMO Thermo Fisher Scientific 1.4%
Value ($000) $2,373 Shares 12,495 Est. Cost $80.23 Unrealized +133.6%
CTSH Cognizant Tech 1.4%
Value ($000) $2,326 Shares 32,754 Est. Cost $37.49 Unrealized +73.7%
BA Boeing 1.3%
Value ($000) $2,286 Shares 7,750 Est. Cost $125.53 Unrealized +105.0%
PEP PepsiCo 1.3%
Value ($000) $2,271 Shares 18,935 Est. Cost $56.00 Unrealized +58.9%
JNJ Johnson & Johnson 1.3%
Value ($000) $2,252 Shares 16,116 Est. Cost $59.66 Unrealized +86.0%
MSFT Microsoft 1.3%
Value ($000) $2,228 Shares 26,043 Est. Cost $26.70 Unrealized +181.8%
GWW W.W. Grainger 1.3%
Value ($000) $2,212 Shares 9,362 Est. Cost $180.66 Unrealized +2.2%
AFL AFLAC 1.3%
Value ($000) $2,204 Shares 25,105 Est. Cost $20.35 Unrealized +73.5%
United Technologies 1.3%
Value ($000) $2,177 Shares 17,066 Est. Cost $92.63 Unrealized
CVX Chevron Corp. 1.3%
Value ($000) $2,168 Shares 17,317 Est. Cost $70.30 Unrealized +18.8%
MMM 3M Co. 1.3%
Value ($000) $2,156 Shares 9,161 Est. Cost $61.26 Unrealized +136.6%
CHD Church & Dwight 1.3%
Value ($000) $2,138 Shares 42,607 Est. Cost $35.17 Unrealized +20.4%
BDX Becton Dickinson 1.3%
Value ($000) $2,136 Shares 9,978 Est. Cost $100.54 Unrealized +84.4%
EMR Emerson Electric 1.2%
Value ($000) $2,119 Shares 30,402 Est. Cost $39.58 Unrealized +34.6%
CL Colgate Palmolive 1.2%
Value ($000) $2,103 Shares 27,871 Est. Cost $44.84 Unrealized +34.4%
DIS Walt Disney 1.2%
Value ($000) $2,091 Shares 19,447 Est. Cost $57.55 Unrealized +69.1%
AXP American Express 1.2%
Value ($000) $2,079 Shares 20,936 Est. Cost $59.31 Unrealized +43.7%
NKE Nike 1.2%
Value ($000) $2,049 Shares 32,762 Est. Cost $41.89 Unrealized +23.6%
APH Amphenol 1.2%
Value ($000) $2,045 Shares 23,292 Est. Cost $10.19 Unrealized +99.8%
ECL Ecolab 1.2%
Value ($000) $2,029 Shares 15,125 Est. Cost $73.90 Unrealized +64.9%
PG Procter & Gamble 1.2%
Value ($000) $2,014 Shares 21,916 Est. Cost $55.88 Unrealized +30.0%
AMGN Amgen 1.2%
Value ($000) $1,997 Shares 11,482 Est. Cost $73.34 Unrealized +88.4%
Oracle Corp. 1.2%
Value ($000) $1,992 Shares 42,123 Est. Cost $30.95 Unrealized
ADP Automatic Data Processing 1.2%
Value ($000) $1,964 Shares 16,755 Est. Cost $45.70 Unrealized +110.4%
DHR Danaher 1.2%
Value ($000) $1,958 Shares 21,098 Est. Cost $29.73 Unrealized +163.1%
BALL Ball Corp. 1.1%
Value ($000) $1,948 Shares 51,462 Est. Cost $27.72 Unrealized +33.8%
XOM ExxonMobil 1.1%
Value ($000) $1,880 Shares 22,473 Est. Cost $53.89 Unrealized +6.0%
HON Honeywell 1.1%
Value ($000) $1,851 Shares 12,070 Est. Cost $62.75 Unrealized +80.7%
LOW Lowes 1.1%
Value ($000) $1,842 Shares 19,818 Est. Cost $39.04 Unrealized +82.5%
Cerner 1.1%
Value ($000) $1,840 Shares 27,306 Est. Cost $58.08 Unrealized
IBM IBM 1.1%
Value ($000) $1,837 Shares 11,974 Est. Cost $111.38 Unrealized -8.3%
SHW Sherwin-Williams 1.1%
Value ($000) $1,828 Shares 4,459 Est. Cost $63.81 Unrealized +91.7%
Priceline Group 1.1%
Value ($000) $1,818 Shares 1,046 Est. Cost $1300.86 Unrealized
ABT Abbott Laboratories 1.0%
Value ($000) $1,763 Shares 30,887 Est. Cost $33.03 Unrealized +45.7%
AT&T 1.0%
Value ($000) $1,735 Shares 44,628 Est. Cost $35.56 Unrealized
CSCO Cisco Systems 1.0%
Value ($000) $1,730 Shares 45,179 Est. Cost $17.49 Unrealized +59.9%
GIS General Mills 1.0%
Value ($000) $1,700 Shares 28,676 Est. Cost $32.52 Unrealized +24.7%
SNA Snap-on 1.0%
Value ($000) $1,653 Shares 9,483 Est. Cost $125.39 Unrealized +4.9%
CLX Clorox 0.9%
Value ($000) $1,589 Shares 10,684 Est. Cost $65.32 Unrealized +64.6%
Express Scripts 0.9%
Value ($000) $1,572 Shares 21,060 Est. Cost $61.98 Unrealized
WMT Wal-Mart 0.9%
Value ($000) $1,554 Shares 15,735 Est. Cost $21.19 Unrealized +26.6%
NextEra Energy 0.9%
Value ($000) $1,552 Shares 9,937 Est. Cost $83.09 Unrealized
VZ Verizon 0.9%
Value ($000) $1,545 Shares 29,197 Est. Cost $27.43 Unrealized +16.5%
Alphabet Class A 0.9%
Value ($000) $1,545 Shares 1,467 Est. Cost $777.78 Unrealized
Walgreens Alliance Boots 0.9%
Value ($000) $1,543 Shares 21,249 Est. Cost $76.10 Unrealized
CSL Carlisle 0.9%
Value ($000) $1,475 Shares 12,979 Est. Cost $56.79 Unrealized +73.5%
ROP Roper Industries 0.8%
Value ($000) $1,429 Shares 5,518 Est. Cost $113.86 Unrealized +114.9%
MCD McDonalds 0.8%
Value ($000) $1,404 Shares 8,155 Est. Cost $71.78 Unrealized +93.2%
NOC Northrop Grumman 0.8%
Value ($000) $1,375 Shares 4,480 Est. Cost $62.64 Unrealized +319.9%
ORLY O'Reilly Auto 0.8%
Value ($000) $1,371 Shares 5,700 Est. Cost $8.83 Unrealized +68.6%
WFC Wells Fargo 0.8%
Value ($000) $1,361 Shares 22,432 Est. Cost $31.37 Unrealized +43.7%
SLB Schlumberger Ltd. 0.8%
Value ($000) $1,352 Shares 20,057 Est. Cost $54.05 Unrealized -5.2%
ConocoPhillips 0.8%
Value ($000) $1,341 Shares 24,429 Est. Cost $58.07 Unrealized
D.R. Horton 0.8%
Value ($000) $1,336 Shares 26,168 Est. Cost $31.16 Unrealized
Alphabet Class C 0.8%
Value ($000) $1,317 Shares 1,259 Est. Cost $758.90 Unrealized
Bemis 0.8%
Value ($000) $1,315 Shares 27,510 Est. Cost $43.52 Unrealized
PYPL PayPal 0.8%
Value ($000) $1,306 Shares 17,733 Est. Cost $35.97 Unrealized +100.6%
R Ryder System 0.8%
Value ($000) $1,294 Shares 15,369 Est. Cost $71.79 Unrealized +13.8%
EW Edwards Lifesciences 0.8%
Value ($000) $1,273 Shares 11,297 Est. Cost $28.88 Unrealized +27.1%
TXN Texas Instruments 0.7%
Value ($000) $1,258 Shares 12,041 Est. Cost $25.31 Unrealized +206.8%
FDX FedEx 0.7%
Value ($000) $1,192 Shares 4,776 Est. Cost $144.37 Unrealized +37.9%
HD Home Depot 0.7%
Value ($000) $1,185 Shares 6,251 Est. Cost $60.45 Unrealized +134.3%
DOV Dover 0.7%
Value ($000) $1,174 Shares 11,625 Est. Cost $40.22 Unrealized +69.4%
IDXX IDEXX Laboratories 0.7%
Value ($000) $1,169 Shares 7,473 Est. Cost $74.05 Unrealized +112.6%
CVS CVS Health 0.7%
Value ($000) $1,147 Shares 15,824 Est. Cost $45.26 Unrealized +24.3%
Royal Dutch Shell 'A' 0.7%
Value ($000) $1,117 Shares 16,738 Est. Cost $62.13 Unrealized
Varian Med Sys Inc 0.7%
Value ($000) $1,114 Shares 10,018 Est. Cost $85.17 Unrealized
Duke Energy 0.6%
Value ($000) $1,065 Shares 12,657 Est. Cost $78.28 Unrealized
COR AmerisourceBergen 0.6%
Value ($000) $1,063 Shares 11,575 Est. Cost $43.42 Unrealized +46.0%
UNH UnitedHealth Group 0.6%
Value ($000) $1,051 Shares 4,769 Est. Cost $53.90 Unrealized +245.2%
INTU Intuit 0.6%
Value ($000) $1,026 Shares 6,504 Est. Cost $55.87 Unrealized +158.0%
FAST Fastenal Co. 0.6%
Value ($000) $1,017 Shares 18,604 Est. Cost $8.49 Unrealized +18.2%
SO Southern Company 0.6%
Value ($000) $1,003 Shares 20,866 Est. Cost $27.82 Unrealized +31.0%
FDS Factset Research 0.6%
Value ($000) $975 Shares 5,057 Est. Cost $121.37 Unrealized +45.8%
Celgene 0.6%
Value ($000) $971 Shares 9,301 Est. Cost $113.48 Unrealized
Principal Financial Group 0.6%
Value ($000) $947 Shares 13,418 Est. Cost $53.33 Unrealized
Red Hat 0.5%
Value ($000) $924 Shares 7,691 Est. Cost $95.95 Unrealized
Dominion Resources 0.5%
Value ($000) $897 Shares 11,071 Est. Cost $61.18 Unrealized
GPC Genuine Parts 0.5%
Value ($000) $895 Shares 9,424 Est. Cost $60.24 Unrealized +19.7%
HSIC Henry Schein 0.5%
Value ($000) $874 Shares 12,504 Est. Cost $67.91 Unrealized -14.6%
LMT Lockheed Martin 0.5%
Value ($000) $835 Shares 2,602 Est. Cost $79.82 Unrealized +217.7%
DLTR Dollar Tree 0.5%
Value ($000) $829 Shares 7,727 Est. Cost $50.23 Unrealized +94.6%
Valero Energy Corp 0.5%
Value ($000) $807 Shares 8,779 Est. Cost $59.37 Unrealized
AVY Avery Dennison 0.5%
Value ($000) $782 Shares 6,810 Est. Cost $75.52 Unrealized +23.9%
SBUX Starbucks 0.5%
Value ($000) $779 Shares 13,569 Est. Cost $34.46 Unrealized +37.6%
SJM J.M. Smucker 0.5%
Value ($000) $769 Shares 6,192 Est. Cost $93.34 Unrealized -8.1%
APD Air Products & Chem. 0.4%
Value ($000) $724 Shares 4,410 Est. Cost $66.07 Unrealized +97.2%
BB&T Corp. 0.4%
Value ($000) $693 Shares 13,947 Est. Cost $39.33 Unrealized
MTD Mettler-Toledo Int'l 0.4%
Value ($000) $688 Shares 1,110 Est. Cost $625.28 Unrealized +2.3%
DCI Donaldson 0.4%
Value ($000) $659 Shares 13,460 Est. Cost $29.15 Unrealized +43.5%
LLY Eli Lilly 0.4%
Value ($000) $605 Shares 7,159 Est. Cost $45.17 Unrealized +66.7%
ADI Analog Devices 0.3%
Value ($000) $587 Shares 6,596 Est. Cost $54.18 Unrealized +40.5%
MAR Marriott Intl. Class A 0.3%
Value ($000) $567 Shares 4,181 Est. Cost $36.65 Unrealized +213.0%
Unilever N.V. 0.3%
Value ($000) $565 Shares 10,038 Est. Cost $39.34 Unrealized
DE Deere 0.3%
Value ($000) $544 Shares 3,476 Est. Cost $70.31 Unrealized +76.0%
HAL Halliburton 0.3%
Value ($000) $523 Shares 10,712 Est. Cost $36.05 Unrealized +3.9%
Praxair 0.3%
Value ($000) $495 Shares 3,203 Est. Cost $118.51 Unrealized
KMB Kimberly Clark 0.3%
Value ($000) $469 Shares 3,884 Est. Cost $74.57 Unrealized +17.5%
LUV Southwest Airlines 0.3%
Value ($000) $466 Shares 7,119 Est. Cost $53.12 Unrealized 0.0%
Constellation Brands 0.3%
Value ($000) $466 Shares 2,040 Est. Cost $162.49 Unrealized
MS Morgan Stanley 0.3%
Value ($000) $453 Shares 8,640 Est. Cost $34.82 Unrealized +14.1%
MKC McCormick 0.2%
Value ($000) $401 Shares 3,930 Est. Cost $29.13 Unrealized +46.5%
BUD Anheuser-Busch InBev 0.2%
Value ($000) $401 Shares 3,593 Est. Cost $92.04 Unrealized
F Ford Motor Company 0.2%
Value ($000) $389 Shares 31,130 Est. Cost $7.92 Unrealized +1.2%
Quest Diagnostics 0.2%
Value ($000) $374 Shares 3,802 Est. Cost $95.07 Unrealized
TOL Toll Brothers 0.2%
Value ($000) $313 Shares 6,522 Est. Cost $33.41 Unrealized +37.7%
VMC Vulcan Materials 0.2%
Value ($000) $290 Shares 2,257 Est. Cost $111.71 Unrealized +1.8%
ITT Corporation 0.2%
Value ($000) $274 Shares 5,134 Est. Cost $32.00 Unrealized
BIIB Biogen IDEC Inc. 0.1%
Value ($000) $252 Shares 790 Est. Cost $286.52 Unrealized +12.0%
General Motors 0.1%
Value ($000) $240 Shares 5,850 Est. Cost $34.77 Unrealized
KSS Kohl's Corp. 0.1%
Value ($000) $239 Shares 4,400 Est. Cost $46.03 Unrealized 0.0%
CF CF Industries 0.1%
Value ($000) $239 Shares 5,625 Est. Cost $24.93 Unrealized +23.3%
HSY Hershey Foods 0.1%
Value ($000) $221 Shares 1,946 Est. Cost $79.47 Unrealized +14.1%
QCOM Qualcomm 0.1%
Value ($000) $220 Shares 3,435 Est. Cost $49.00 Unrealized 0.0%
HP Helmerich & Payne 0.1%
Value ($000) $216 Shares 3,345 Est. Cost $56.06 Unrealized 0.0%
BP BP 0.1%
Value ($000) $211 Shares 5,030 Est. Cost $41.95 Unrealized
Anadarko Petroleum 0.1%
Value ($000) $208 Shares 3,877 Est. Cost $84.29 Unrealized
Franklin Street Properties 0.1%
Value ($000) $123 Shares 11,440 Est. Cost $12.81 Unrealized