EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 27, 2018

Total Value ($000): $162,259 (100.0% shares, 0.0% debt)

Holdings (126)

AMZN Amazon.com 1.9%
Value ($000) $3,121 Shares 1,836 Est. Cost $15.01 Unrealized +428.8%
AAPL Apple 1.6%
Value ($000) $2,568 Shares 13,874 Est. Cost $19.29 Unrealized +121.6%
COST Costco 1.6%
Value ($000) $2,567 Shares 12,284 Est. Cost $88.24 Unrealized +101.5%
Visa 1.6%
Value ($000) $2,545 Shares 19,215 Est. Cost $96.64 Unrealized
FISV Fiserv 1.5%
Value ($000) $2,466 Shares 33,288 Est. Cost $45.20 Unrealized +60.7%
SYK Stryker 1.5%
Value ($000) $2,454 Shares 14,533 Est. Cost $56.92 Unrealized +171.9%
BDX Becton Dickinson 1.5%
Value ($000) $2,446 Shares 10,209 Est. Cost $103.15 Unrealized +92.4%
CTSH Cognizant Tech 1.5%
Value ($000) $2,442 Shares 30,916 Est. Cost $38.21 Unrealized +84.3%
NKE Nike 1.5%
Value ($000) $2,435 Shares 30,562 Est. Cost $41.89 Unrealized +52.4%
META Facebook 1.5%
Value ($000) $2,390 Shares 12,300 Est. Cost $110.03 Unrealized +63.1%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $2,386 Shares 11,521 Est. Cost $80.23 Unrealized +159.3%
CHD Church & Dwight 1.4%
Value ($000) $2,336 Shares 43,952 Est. Cost $35.66 Unrealized +23.7%
GWW W.W. Grainger 1.4%
Value ($000) $2,333 Shares 7,566 Est. Cost $180.66 Unrealized +49.2%
JPM J.P. Morgan Chase 1.4%
Value ($000) $2,314 Shares 22,209 Est. Cost $36.24 Unrealized +145.6%
LOW Lowes 1.4%
Value ($000) $2,224 Shares 23,268 Est. Cost $45.73 Unrealized +72.1%
MSFT Microsoft 1.4%
Value ($000) $2,196 Shares 22,265 Est. Cost $26.70 Unrealized +236.1%
Booking Holdings 1.3%
Value ($000) $2,149 Shares 1,060 Est. Cost $2077.71 Unrealized
AFL AFLAC 1.3%
Value ($000) $2,108 Shares 49,010 Est. Cost $28.31 Unrealized +32.7%
DIS Walt Disney 1.3%
Value ($000) $2,089 Shares 19,929 Est. Cost $58.47 Unrealized +66.2%
ITW Illinois Tool Works 1.3%
Value ($000) $2,079 Shares 15,008 Est. Cost $53.43 Unrealized +129.5%
AMGN Amgen 1.3%
Value ($000) $2,071 Shares 11,219 Est. Cost $73.34 Unrealized +91.2%
ADP Automatic Data Processing 1.3%
Value ($000) $2,067 Shares 15,411 Est. Cost $45.70 Unrealized +135.8%
DHR Danaher 1.3%
Value ($000) $2,035 Shares 20,627 Est. Cost $29.73 Unrealized +189.2%
United Technologies 1.3%
Value ($000) $2,033 Shares 16,261 Est. Cost $92.63 Unrealized
CVX Chevron Corp. 1.3%
Value ($000) $2,033 Shares 16,083 Est. Cost $70.30 Unrealized +26.8%
ECL Ecolab 1.3%
Value ($000) $2,033 Shares 14,488 Est. Cost $73.90 Unrealized +79.9%
PEP PepsiCo 1.3%
Value ($000) $2,029 Shares 18,638 Est. Cost $56.54 Unrealized +44.5%
AXP American Express 1.2%
Value ($000) $1,992 Shares 20,331 Est. Cost $59.31 Unrealized +49.4%
EMR Emerson Electric 1.2%
Value ($000) $1,979 Shares 28,630 Est. Cost $39.58 Unrealized +48.2%
BA Boeing 1.2%
Value ($000) $1,966 Shares 5,859 Est. Cost $125.53 Unrealized +163.2%
EW Edwards Lifesciences 1.2%
Value ($000) $1,930 Shares 13,260 Est. Cost $31.07 Unrealized +50.2%
APH Amphenol 1.2%
Value ($000) $1,926 Shares 22,097 Est. Cost $10.31 Unrealized +96.1%
JNJ Johnson & Johnson 1.2%
Value ($000) $1,907 Shares 15,713 Est. Cost $60.08 Unrealized +67.6%
XOM ExxonMobil 1.2%
Value ($000) $1,876 Shares 22,674 Est. Cost $53.96 Unrealized +4.0%
CL Colgate Palmolive 1.2%
Value ($000) $1,868 Shares 28,819 Est. Cost $45.08 Unrealized +21.1%
BALL Ball Corp. 1.1%
Value ($000) $1,847 Shares 51,964 Est. Cost $27.97 Unrealized +25.9%
MMM 3M Co. 1.1%
Value ($000) $1,798 Shares 9,140 Est. Cost $64.94 Unrealized +100.4%
Oracle Corp. 1.1%
Value ($000) $1,793 Shares 40,697 Est. Cost $30.95 Unrealized
PG Procter & Gamble 1.1%
Value ($000) $1,776 Shares 22,756 Est. Cost $56.21 Unrealized +9.9%
SHW Sherwin-Williams 1.1%
Value ($000) $1,775 Shares 4,355 Est. Cost $64.48 Unrealized +87.5%
ABT Abbott Laboratories 1.1%
Value ($000) $1,724 Shares 28,261 Est. Cost $33.03 Unrealized +60.9%
CSCO Cisco Systems 1.0%
Value ($000) $1,680 Shares 39,044 Est. Cost $17.49 Unrealized +98.6%
IBM IBM 1.0%
Value ($000) $1,661 Shares 11,892 Est. Cost $110.99 Unrealized -9.9%
NextEra Energy 1.0%
Value ($000) $1,628 Shares 9,749 Est. Cost $83.09 Unrealized
MCD McDonalds 1.0%
Value ($000) $1,620 Shares 10,336 Est. Cost $87.40 Unrealized +55.1%
HON Honeywell 1.0%
Value ($000) $1,610 Shares 11,180 Est. Cost $62.75 Unrealized +81.0%
IDXX IDEXX Laboratories 1.0%
Value ($000) $1,598 Shares 7,331 Est. Cost $81.13 Unrealized +154.0%
Cerner 1.0%
Value ($000) $1,579 Shares 26,404 Est. Cost $58.08 Unrealized
ORLY O'Reilly Auto 1.0%
Value ($000) $1,559 Shares 5,697 Est. Cost $9.11 Unrealized +91.1%
ConocoPhillips 1.0%
Value ($000) $1,546 Shares 22,209 Est. Cost $58.07 Unrealized
Alphabet Class A 0.9%
Value ($000) $1,535 Shares 1,359 Est. Cost $777.78 Unrealized
Walgreens Alliance Boots 0.9%
Value ($000) $1,523 Shares 25,384 Est. Cost $74.13 Unrealized
VMC Vulcan Materials 0.9%
Value ($000) $1,518 Shares 11,765 Est. Cost $116.12 Unrealized -0.7%
VZ Verizon 0.9%
Value ($000) $1,449 Shares 28,796 Est. Cost $27.65 Unrealized +16.5%
UNH UnitedHealth Group 0.9%
Value ($000) $1,438 Shares 5,863 Est. Cost $84.77 Unrealized +150.2%
CSL Carlisle 0.9%
Value ($000) $1,399 Shares 12,914 Est. Cost $57.36 Unrealized +68.0%
AT&T 0.9%
Value ($000) $1,384 Shares 43,087 Est. Cost $35.56 Unrealized
SLB Schlumberger Ltd. 0.8%
Value ($000) $1,372 Shares 20,474 Est. Cost $54.08 Unrealized +1.9%
ROP Roper Technologies 0.8%
Value ($000) $1,368 Shares 4,959 Est. Cost $113.86 Unrealized +131.6%
PYPL PayPal 0.8%
Value ($000) $1,336 Shares 16,050 Est. Cost $35.97 Unrealized +121.1%
Alphabet Class C 0.8%
Value ($000) $1,319 Shares 1,182 Est. Cost $758.90 Unrealized
Express Scripts 0.8%
Value ($000) $1,259 Shares 16,305 Est. Cost $61.98 Unrealized
WMT Walmart 0.8%
Value ($000) $1,249 Shares 14,587 Est. Cost $21.19 Unrealized +19.2%
FDX FedEx 0.8%
Value ($000) $1,233 Shares 5,432 Est. Cost $153.09 Unrealized +41.4%
NOC Northrop Grumman 0.7%
Value ($000) $1,204 Shares 3,913 Est. Cost $62.64 Unrealized +365.4%
WFC Wells Fargo 0.7%
Value ($000) $1,186 Shares 21,385 Est. Cost $31.57 Unrealized +37.3%
TXN Texas Instruments 0.7%
Value ($000) $1,146 Shares 10,399 Est. Cost $25.31 Unrealized +244.9%
HD Home Depot 0.7%
Value ($000) $1,131 Shares 5,796 Est. Cost $62.74 Unrealized +147.1%
SNA Snap-on 0.7%
Value ($000) $1,129 Shares 7,023 Est. Cost $125.39 Unrealized -0.8%
GIS General Mills 0.7%
Value ($000) $1,085 Shares 24,511 Est. Cost $32.52 Unrealized +2.8%
Royal Dutch Shell 'A' 0.7%
Value ($000) $1,085 Shares 15,670 Est. Cost $62.29 Unrealized
CLX Clorox 0.7%
Value ($000) $1,075 Shares 7,946 Est. Cost $65.32 Unrealized +51.4%
R Ryder System 0.6%
Value ($000) $1,037 Shares 14,429 Est. Cost $71.79 Unrealized -2.4%
D.R. Horton 0.6%
Value ($000) $1,029 Shares 25,103 Est. Cost $31.65 Unrealized
INTU Intuit 0.6%
Value ($000) $1,000 Shares 4,895 Est. Cost $55.87 Unrealized +226.2%
Bemis 0.6%
Value ($000) $980 Shares 23,211 Est. Cost $43.52 Unrealized
FDS Factset Research 0.6%
Value ($000) $974 Shares 4,915 Est. Cost $125.85 Unrealized +47.2%
Red Hat 0.6%
Value ($000) $952 Shares 7,083 Est. Cost $95.95 Unrealized
Varian Med Sys Inc 0.6%
Value ($000) $921 Shares 8,097 Est. Cost $85.17 Unrealized
FAST Fastenal Co. 0.5%
Value ($000) $864 Shares 17,944 Est. Cost $8.59 Unrealized +23.8%
DOV Dover 0.5%
Value ($000) $857 Shares 11,710 Est. Cost $40.72 Unrealized +67.0%
AVY Avery Dennison 0.5%
Value ($000) $854 Shares 8,360 Est. Cost $79.44 Unrealized +16.2%
HSIC Henry Schein 0.5%
Value ($000) $848 Shares 11,677 Est. Cost $67.91 Unrealized -17.0%
SJM J.M. Smucker 0.5%
Value ($000) $824 Shares 7,662 Est. Cost $92.23 Unrealized -4.8%
COR AmerisourceBergen 0.5%
Value ($000) $815 Shares 9,559 Est. Cost $43.42 Unrealized +56.4%
GPC Genuine Parts 0.5%
Value ($000) $795 Shares 8,663 Est. Cost $60.24 Unrealized +21.4%
Valero Energy Corp 0.5%
Value ($000) $761 Shares 6,867 Est. Cost $59.37 Unrealized
BB&T Corp. 0.5%
Value ($000) $742 Shares 14,717 Est. Cost $39.96 Unrealized
WDC Western Digital Corp 0.5%
Value ($000) $737 Shares 9,519 Est. Cost $58.47 Unrealized 0.0%
LMT Lockheed Martin 0.5%
Value ($000) $733 Shares 2,480 Est. Cost $94.78 Unrealized +177.0%
ADI Analog Devices 0.4%
Value ($000) $698 Shares 7,276 Est. Cost $57.49 Unrealized +42.5%
Mastercard 0.4%
Value ($000) $686 Shares 3,493 Est. Cost $196.39 Unrealized
Principal Financial Group 0.4%
Value ($000) $681 Shares 12,863 Est. Cost $53.33 Unrealized
APD Air Products & Chem. 0.4%
Value ($000) $680 Shares 4,367 Est. Cost $66.07 Unrealized +105.2%
SBUX Starbucks 0.4%
Value ($000) $676 Shares 13,839 Est. Cost $34.96 Unrealized +37.5%
DLTR Dollar Tree 0.4%
Value ($000) $642 Shares 7,552 Est. Cost $50.23 Unrealized +83.6%
MTD Mettler-Toledo Int'l 0.4%
Value ($000) $622 Shares 1,075 Est. Cost $625.28 Unrealized -8.8%
DCI Donaldson 0.4%
Value ($000) $591 Shares 13,109 Est. Cost $29.61 Unrealized +37.8%
CVS CVS Health 0.4%
Value ($000) $589 Shares 9,146 Est. Cost $45.44 Unrealized +13.8%
Check Point Software 0.4%
Value ($000) $585 Shares 5,991 Est. Cost $97.65 Unrealized
LLY Eli Lilly 0.3%
Value ($000) $545 Shares 6,382 Est. Cost $45.17 Unrealized +63.2%
Unilever N.V. 0.3%
Value ($000) $531 Shares 9,530 Est. Cost $39.34 Unrealized
LUV Southwest Airlines 0.3%
Value ($000) $518 Shares 10,182 Est. Cost $53.57 Unrealized -10.8%
Constellation Brands 0.3%
Value ($000) $515 Shares 2,354 Est. Cost $170.99 Unrealized
MAR Marriott Intl. Class A 0.3%
Value ($000) $513 Shares 4,056 Est. Cost $36.65 Unrealized +248.3%
HAL Halliburton 0.3%
Value ($000) $483 Shares 10,722 Est. Cost $36.25 Unrealized +17.6%
DE Deere 0.3%
Value ($000) $445 Shares 3,184 Est. Cost $70.31 Unrealized +86.8%
KMB Kimberly Clark 0.3%
Value ($000) $420 Shares 3,984 Est. Cost $74.79 Unrealized +6.2%
OXY Occidental Petroleum 0.3%
Value ($000) $408 Shares 4,880 Est. Cost $57.44 Unrealized +15.5%
MS Morgan Stanley 0.2%
Value ($000) $392 Shares 8,260 Est. Cost $34.82 Unrealized +19.0%
Medtronic 0.2%
Value ($000) $381 Shares 4,445 Est. Cost $81.41 Unrealized
Duke Energy 0.2%
Value ($000) $364 Shares 4,598 Est. Cost $78.28 Unrealized
F Ford Motor Company 0.2%
Value ($000) $343 Shares 31,020 Est. Cost $7.92 Unrealized -2.3%
MKC McCormick 0.2%
Value ($000) $320 Shares 2,755 Est. Cost $29.13 Unrealized +55.9%
Quest Diagnostics 0.2%
Value ($000) $311 Shares 2,827 Est. Cost $95.07 Unrealized
BUD Anheuser-Busch InBev 0.2%
Value ($000) $306 Shares 3,033 Est. Cost $92.04 Unrealized
Praxair 0.2%
Value ($000) $278 Shares 1,757 Est. Cost $118.51 Unrealized
Anadarko Petroleum 0.2%
Value ($000) $270 Shares 3,682 Est. Cost $84.29 Unrealized
ITT Corporation 0.2%
Value ($000) $267 Shares 5,115 Est. Cost $32.00 Unrealized
TOL Toll Brothers 0.2%
Value ($000) $246 Shares 6,637 Est. Cost $33.50 Unrealized +22.3%
BIIB Biogen IDEC Inc. 0.1%
Value ($000) $242 Shares 835 Est. Cost $288.67 Unrealized -2.6%
Celgene 0.1%
Value ($000) $231 Shares 2,909 Est. Cost $113.48 Unrealized
KSS Kohl's Corp. 0.1%
Value ($000) $207 Shares 2,845 Est. Cost $46.03 Unrealized +44.9%
BP BP 0.1%
Value ($000) $205 Shares 4,490 Est. Cost $45.66 Unrealized
AES Corp. 0.1%
Value ($000) $188 Shares 14,025 Est. Cost $11.55 Unrealized
GameStop 0.1%
Value ($000) $147 Shares 10,100 Est. Cost $14.55 Unrealized