EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 26, 2018

Total Value ($000): $157,784 (100.0% shares, 0.0% debt)

Holdings (122)

AMZN Amazon.com 1.9%
Value ($000) $2,954 Shares 2,041 Est. Cost $15.01 Unrealized +376.5%
SYK Stryker 1.5%
Value ($000) $2,438 Shares 15,150 Est. Cost $56.92 Unrealized +159.8%
CTSH Cognizant Tech 1.5%
Value ($000) $2,435 Shares 30,243 Est. Cost $37.49 Unrealized +88.3%
JPM J.P. Morgan Chase 1.5%
Value ($000) $2,432 Shares 22,119 Est. Cost $36.24 Unrealized +152.3%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $2,409 Shares 11,667 Est. Cost $80.23 Unrealized +156.2%
Visa 1.5%
Value ($000) $2,404 Shares 20,099 Est. Cost $96.64 Unrealized
FISV Fiserv 1.5%
Value ($000) $2,382 Shares 33,403 Est. Cost $45.20 Unrealized +55.6%
COST Costco 1.5%
Value ($000) $2,335 Shares 12,392 Est. Cost $88.24 Unrealized +91.8%
AAPL Apple 1.5%
Value ($000) $2,333 Shares 13,906 Est. Cost $19.29 Unrealized +109.5%
ITW Illinois Tool Works 1.4%
Value ($000) $2,268 Shares 14,480 Est. Cost $50.91 Unrealized +168.8%
BDX Becton Dickinson 1.4%
Value ($000) $2,224 Shares 10,263 Est. Cost $103.15 Unrealized +88.6%
GWW W.W. Grainger 1.4%
Value ($000) $2,214 Shares 7,844 Est. Cost $180.66 Unrealized +30.1%
AFL AFLAC 1.4%
Value ($000) $2,131 Shares 48,690 Est. Cost $28.31 Unrealized +29.9%
BA Boeing 1.3%
Value ($000) $2,128 Shares 6,489 Est. Cost $125.53 Unrealized +157.2%
MSFT Microsoft 1.3%
Value ($000) $2,121 Shares 23,243 Est. Cost $26.70 Unrealized +215.7%
Booking Holdings 1.3%
Value ($000) $2,101 Shares 1,010 Est. Cost $2080.20 Unrealized
CHD Church & Dwight 1.3%
Value ($000) $2,092 Shares 41,550 Est. Cost $35.17 Unrealized +27.0%
NKE Nike 1.3%
Value ($000) $2,078 Shares 31,282 Est. Cost $41.89 Unrealized +42.3%
META Facebook 1.3%
Value ($000) $2,072 Shares 12,966 Est. Cost $110.03 Unrealized +62.1%
LOW Lowes 1.3%
Value ($000) $2,061 Shares 23,483 Est. Cost $45.73 Unrealized +79.1%
United Technologies 1.3%
Value ($000) $2,031 Shares 16,146 Est. Cost $92.63 Unrealized
CL Colgate Palmolive 1.3%
Value ($000) $2,015 Shares 28,111 Est. Cost $44.84 Unrealized +33.2%
DHR Danaher 1.3%
Value ($000) $2,004 Shares 20,467 Est. Cost $29.73 Unrealized +183.5%
BALL Ball Corp. 1.3%
Value ($000) $1,996 Shares 50,257 Est. Cost $27.72 Unrealized +29.3%
JNJ Johnson & Johnson 1.3%
Value ($000) $1,993 Shares 15,553 Est. Cost $59.66 Unrealized +81.6%
PEP PepsiCo 1.3%
Value ($000) $1,991 Shares 18,245 Est. Cost $56.00 Unrealized +59.4%
ECL Ecolab 1.3%
Value ($000) $1,985 Shares 14,485 Est. Cost $73.90 Unrealized +67.2%
EMR Emerson Electric 1.2%
Value ($000) $1,966 Shares 28,787 Est. Cost $39.58 Unrealized +49.0%
DIS Walt Disney 1.2%
Value ($000) $1,955 Shares 19,469 Est. Cost $57.55 Unrealized +75.4%
AMGN Amgen 1.2%
Value ($000) $1,901 Shares 11,152 Est. Cost $73.34 Unrealized +96.9%
MMM 3M Co. 1.2%
Value ($000) $1,899 Shares 8,652 Est. Cost $61.26 Unrealized +145.1%
AXP American Express 1.2%
Value ($000) $1,893 Shares 20,289 Est. Cost $59.31 Unrealized +46.7%
APH Amphenol 1.2%
Value ($000) $1,880 Shares 21,822 Est. Cost $10.19 Unrealized +104.9%
Oracle Corp. 1.2%
Value ($000) $1,858 Shares 40,618 Est. Cost $30.95 Unrealized
EW Edwards Lifesciences 1.2%
Value ($000) $1,855 Shares 13,297 Est. Cost $31.07 Unrealized +39.8%
CVX Chevron Corp. 1.2%
Value ($000) $1,829 Shares 16,040 Est. Cost $70.30 Unrealized +21.0%
ADP Automatic Data Processing 1.1%
Value ($000) $1,787 Shares 15,750 Est. Cost $45.70 Unrealized +115.8%
IBM IBM 1.1%
Value ($000) $1,761 Shares 11,479 Est. Cost $111.38 Unrealized -3.7%
ABT Abbott Laboratories 1.1%
Value ($000) $1,741 Shares 29,062 Est. Cost $33.03 Unrealized +59.2%
CSCO Cisco Systems 1.1%
Value ($000) $1,723 Shares 40,184 Est. Cost $17.49 Unrealized +91.3%
PG Procter & Gamble 1.1%
Value ($000) $1,704 Shares 21,491 Est. Cost $55.88 Unrealized +21.5%
SHW Sherwin-Williams 1.1%
Value ($000) $1,688 Shares 4,304 Est. Cost $63.81 Unrealized +99.1%
XOM ExxonMobil 1.0%
Value ($000) $1,634 Shares 21,900 Est. Cost $53.89 Unrealized +3.4%
HON Honeywell 1.0%
Value ($000) $1,631 Shares 11,285 Est. Cost $62.75 Unrealized +87.2%
NextEra Energy 1.0%
Value ($000) $1,594 Shares 9,762 Est. Cost $83.09 Unrealized
Walgreens Alliance Boots 1.0%
Value ($000) $1,589 Shares 24,274 Est. Cost $74.77 Unrealized
AT&T 1.0%
Value ($000) $1,567 Shares 43,969 Est. Cost $35.56 Unrealized
Cerner 1.0%
Value ($000) $1,521 Shares 26,216 Est. Cost $58.08 Unrealized
Alphabet Class A 0.9%
Value ($000) $1,429 Shares 1,378 Est. Cost $777.78 Unrealized
ROP Roper Technologies 0.9%
Value ($000) $1,405 Shares 5,004 Est. Cost $113.86 Unrealized +131.3%
NOC Northrop Grumman 0.9%
Value ($000) $1,400 Shares 4,010 Est. Cost $62.64 Unrealized +369.9%
ConocoPhillips 0.9%
Value ($000) $1,392 Shares 23,484 Est. Cost $58.07 Unrealized
ORLY O'Reilly Auto 0.9%
Value ($000) $1,363 Shares 5,511 Est. Cost $8.83 Unrealized +91.6%
CSL Carlisle 0.8%
Value ($000) $1,329 Shares 12,729 Est. Cost $56.79 Unrealized +75.0%
IDXX IDEXX Laboratories 0.8%
Value ($000) $1,328 Shares 6,938 Est. Cost $74.05 Unrealized +149.2%
WMT Walmart 0.8%
Value ($000) $1,327 Shares 14,917 Est. Cost $21.19 Unrealized +33.8%
VZ Verizon 0.8%
Value ($000) $1,315 Shares 27,506 Est. Cost $27.43 Unrealized +20.4%
CLX Clorox 0.8%
Value ($000) $1,314 Shares 9,872 Est. Cost $65.32 Unrealized +63.5%
SNA Snap-on 0.8%
Value ($000) $1,313 Shares 8,902 Est. Cost $125.39 Unrealized +7.1%
SLB Schlumberger Ltd. 0.8%
Value ($000) $1,298 Shares 20,034 Est. Cost $54.05 Unrealized +3.1%
FDX FedEx 0.8%
Value ($000) $1,295 Shares 5,394 Est. Cost $153.09 Unrealized +44.0%
Express Scripts 0.8%
Value ($000) $1,275 Shares 18,456 Est. Cost $61.98 Unrealized
Alphabet Class C 0.8%
Value ($000) $1,251 Shares 1,212 Est. Cost $758.90 Unrealized
GIS General Mills 0.8%
Value ($000) $1,244 Shares 27,615 Est. Cost $32.52 Unrealized +26.0%
MCD McDonalds 0.8%
Value ($000) $1,220 Shares 7,803 Est. Cost $71.78 Unrealized +90.4%
PYPL PayPal 0.8%
Value ($000) $1,218 Shares 16,055 Est. Cost $35.97 Unrealized +120.0%
VMC Vulcan Materials 0.8%
Value ($000) $1,187 Shares 10,400 Est. Cost $116.23 Unrealized +1.1%
TXN Texas Instruments 0.7%
Value ($000) $1,172 Shares 11,278 Est. Cost $25.31 Unrealized +243.1%
DOV Dover 0.7%
Value ($000) $1,130 Shares 11,500 Est. Cost $40.22 Unrealized +80.2%
Red Hat 0.7%
Value ($000) $1,112 Shares 7,440 Est. Cost $95.95 Unrealized
WFC Wells Fargo 0.7%
Value ($000) $1,102 Shares 21,022 Est. Cost $31.37 Unrealized +52.1%
R Ryder System 0.7%
Value ($000) $1,083 Shares 14,879 Est. Cost $71.79 Unrealized +12.2%
D.R. Horton 0.7%
Value ($000) $1,046 Shares 23,868 Est. Cost $31.16 Unrealized
Varian Med Sys Inc 0.7%
Value ($000) $1,036 Shares 8,447 Est. Cost $85.17 Unrealized
Bemis 0.6%
Value ($000) $1,019 Shares 23,425 Est. Cost $43.52 Unrealized
UNH UnitedHealth Group 0.6%
Value ($000) $1,010 Shares 4,719 Est. Cost $53.90 Unrealized +273.2%
HD Home Depot 0.6%
Value ($000) $1,008 Shares 5,656 Est. Cost $60.45 Unrealized +155.9%
INTU Intuit 0.6%
Value ($000) $991 Shares 5,714 Est. Cost $55.87 Unrealized +185.5%
Royal Dutch Shell 'A' 0.6%
Value ($000) $978 Shares 15,323 Est. Cost $62.13 Unrealized
FAST Fastenal Co. 0.6%
Value ($000) $935 Shares 17,119 Est. Cost $8.49 Unrealized +32.2%
FDS Factset Research 0.6%
Value ($000) $911 Shares 4,570 Est. Cost $121.37 Unrealized +53.9%
GPC Genuine Parts 0.5%
Value ($000) $844 Shares 9,394 Est. Cost $60.24 Unrealized +27.5%
COR AmerisourceBergen 0.5%
Value ($000) $819 Shares 9,500 Est. Cost $43.42 Unrealized +70.3%
SBUX Starbucks 0.5%
Value ($000) $814 Shares 14,059 Est. Cost $34.96 Unrealized +39.3%
Principal Financial Group 0.5%
Value ($000) $788 Shares 12,943 Est. Cost $53.33 Unrealized
HSIC Henry Schein 0.5%
Value ($000) $781 Shares 11,622 Est. Cost $67.91 Unrealized -18.4%
Dominion Energy 0.5%
Value ($000) $779 Shares 11,559 Est. Cost $61.44 Unrealized
LMT Lockheed Martin 0.5%
Value ($000) $769 Shares 2,277 Est. Cost $79.82 Unrealized +245.1%
SJM J.M. Smucker 0.5%
Value ($000) $758 Shares 6,112 Est. Cost $93.34 Unrealized +4.0%
BB&T Corp. 0.5%
Value ($000) $746 Shares 14,332 Est. Cost $39.68 Unrealized
DLTR Dollar Tree 0.5%
Value ($000) $728 Shares 7,667 Est. Cost $50.23 Unrealized +108.7%
Valero Energy Corp 0.5%
Value ($000) $719 Shares 7,755 Est. Cost $59.37 Unrealized
APD Air Products & Chem. 0.4%
Value ($000) $700 Shares 4,402 Est. Cost $66.07 Unrealized +105.4%
ADI Analog Devices 0.4%
Value ($000) $695 Shares 7,631 Est. Cost $57.49 Unrealized +36.8%
AVY Avery Dennison 0.4%
Value ($000) $681 Shares 6,405 Est. Cost $75.52 Unrealized +33.2%
LUV Southwest Airlines 0.4%
Value ($000) $641 Shares 11,192 Est. Cost $53.57 Unrealized +1.5%
MTD Mettler-Toledo Int'l 0.4%
Value ($000) $615 Shares 1,069 Est. Cost $625.28 Unrealized +0.5%
DCI Donaldson 0.4%
Value ($000) $567 Shares 12,590 Est. Cost $29.15 Unrealized +44.8%
MAR Marriott Intl. Class A 0.4%
Value ($000) $561 Shares 4,126 Est. Cost $36.65 Unrealized +258.1%
CVS CVS Health 0.4%
Value ($000) $553 Shares 8,896 Est. Cost $45.26 Unrealized +23.4%
LLY Eli Lilly 0.3%
Value ($000) $540 Shares 6,974 Est. Cost $45.17 Unrealized +58.8%
Unilever N.V. 0.3%
Value ($000) $534 Shares 9,465 Est. Cost $39.34 Unrealized
Constellation Brands 0.3%
Value ($000) $523 Shares 2,295 Est. Cost $169.76 Unrealized
HAL Halliburton 0.3%
Value ($000) $520 Shares 11,072 Est. Cost $36.25 Unrealized +16.1%
DE Deere 0.3%
Value ($000) $516 Shares 3,321 Est. Cost $70.31 Unrealized +104.8%
MS Morgan Stanley 0.3%
Value ($000) $460 Shares 8,525 Est. Cost $34.82 Unrealized +25.5%
Celgene 0.3%
Value ($000) $448 Shares 5,019 Est. Cost $113.48 Unrealized
KMB Kimberly Clark 0.3%
Value ($000) $419 Shares 3,804 Est. Cost $74.57 Unrealized +15.6%
MKC McCormick 0.3%
Value ($000) $418 Shares 3,930 Est. Cost $29.13 Unrealized +55.5%
Praxair 0.3%
Value ($000) $415 Shares 2,873 Est. Cost $118.51 Unrealized
Duke Energy 0.2%
Value ($000) $362 Shares 4,673 Est. Cost $78.28 Unrealized
Quest Diagnostics 0.2%
Value ($000) $361 Shares 3,597 Est. Cost $95.07 Unrealized
F Ford Motor Company 0.2%
Value ($000) $348 Shares 31,400 Est. Cost $7.92 Unrealized -5.5%
BUD Anheuser-Busch InBev 0.2%
Value ($000) $348 Shares 3,168 Est. Cost $92.04 Unrealized
OXY Occidental Petroleum 0.2%
Value ($000) $324 Shares 4,995 Est. Cost $57.44 Unrealized 0.0%
TOL Toll Brothers 0.2%
Value ($000) $284 Shares 6,557 Est. Cost $33.41 Unrealized +40.5%
Medtronic 0.2%
Value ($000) $283 Shares 3,525 Est. Cost $80.28 Unrealized
ITT Corporation 0.2%
Value ($000) $251 Shares 5,134 Est. Cost $32.00 Unrealized
BIIB Biogen IDEC Inc. 0.2%
Value ($000) $238 Shares 868 Est. Cost $288.67 Unrealized +7.5%
KSS Kohl's Corp. 0.1%
Value ($000) $227 Shares 3,460 Est. Cost $46.03 Unrealized +37.9%
Anadarko Petroleum 0.1%
Value ($000) $223 Shares 3,697 Est. Cost $84.29 Unrealized
AES Corp. 0.1%
Value ($000) $145 Shares 12,755 Est. Cost $11.37 Unrealized