EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 31, 2018

Total Value ($000): $174,174 (100.0% shares, 0.0% debt)

Holdings (127)

AMZN Amazon.com 1.9%
Value ($000) $3,277 Shares 1,636 Est. Cost $15.01 Unrealized +526.5%
AAPL Apple 1.7%
Value ($000) $2,880 Shares 12,756 Est. Cost $19.29 Unrealized +155.4%
Visa 1.6%
Value ($000) $2,732 Shares 18,200 Est. Cost $96.64 Unrealized
TMO Thermo Fisher Scientific 1.6%
Value ($000) $2,716 Shares 11,128 Est. Cost $80.23 Unrealized +181.2%
COST Costco 1.6%
Value ($000) $2,708 Shares 11,528 Est. Cost $88.24 Unrealized +130.2%
FISV Fiserv 1.5%
Value ($000) $2,678 Shares 32,510 Est. Cost $45.20 Unrealized +73.7%
BDX Becton Dickinson 1.5%
Value ($000) $2,584 Shares 9,901 Est. Cost $103.15 Unrealized +113.6%
SYK Stryker 1.5%
Value ($000) $2,570 Shares 14,465 Est. Cost $56.92 Unrealized +176.8%
LOW Lowes 1.5%
Value ($000) $2,528 Shares 22,018 Est. Cost $45.73 Unrealized +99.0%
CHD Church & Dwight 1.5%
Value ($000) $2,527 Shares 42,569 Est. Cost $35.66 Unrealized +45.2%
GWW W.W. Grainger 1.4%
Value ($000) $2,505 Shares 7,009 Est. Cost $180.66 Unrealized +72.5%
JPM J.P. Morgan Chase 1.4%
Value ($000) $2,454 Shares 21,749 Est. Cost $36.24 Unrealized +155.6%
MSFT Microsoft 1.4%
Value ($000) $2,436 Shares 21,303 Est. Cost $26.70 Unrealized +277.5%
CTSH Cognizant Tech 1.4%
Value ($000) $2,386 Shares 30,932 Est. Cost $38.21 Unrealized +83.8%
NKE Nike 1.4%
Value ($000) $2,365 Shares 27,910 Est. Cost $41.89 Unrealized +74.2%
DIS Walt Disney 1.3%
Value ($000) $2,338 Shares 19,992 Est. Cost $58.47 Unrealized +82.3%
AMGN Amgen 1.3%
Value ($000) $2,330 Shares 11,240 Est. Cost $73.34 Unrealized +114.6%
AFL AFLAC 1.3%
Value ($000) $2,286 Shares 48,564 Est. Cost $28.31 Unrealized +35.9%
BALL Ball Corp. 1.3%
Value ($000) $2,264 Shares 51,464 Est. Cost $27.97 Unrealized +34.0%
EW Edwards Lifesciences 1.3%
Value ($000) $2,263 Shares 12,996 Est. Cost $31.07 Unrealized +57.4%
United Technologies 1.3%
Value ($000) $2,243 Shares 16,042 Est. Cost $92.63 Unrealized
ECL Ecolab 1.3%
Value ($000) $2,239 Shares 14,284 Est. Cost $73.90 Unrealized +85.4%
DHR Danaher 1.3%
Value ($000) $2,231 Shares 20,531 Est. Cost $29.73 Unrealized +196.1%
ADP Automatic Data Processing 1.3%
Value ($000) $2,211 Shares 14,676 Est. Cost $45.70 Unrealized +164.4%
JNJ Johnson & Johnson 1.3%
Value ($000) $2,208 Shares 15,978 Est. Cost $60.87 Unrealized +77.5%
ITW Illinois Tool Works 1.3%
Value ($000) $2,178 Shares 15,437 Est. Cost $55.21 Unrealized +112.7%
EMR Emerson Electric 1.2%
Value ($000) $2,149 Shares 28,058 Est. Cost $39.58 Unrealized +56.5%
AXP American Express 1.2%
Value ($000) $2,136 Shares 20,058 Est. Cost $59.31 Unrealized +58.7%
BA Boeing 1.2%
Value ($000) $2,129 Shares 5,726 Est. Cost $125.53 Unrealized +170.1%
PEP PepsiCo 1.2%
Value ($000) $2,127 Shares 19,028 Est. Cost $57.23 Unrealized +57.8%
Oracle Corp. 1.2%
Value ($000) $2,106 Shares 40,842 Est. Cost $30.95 Unrealized
Booking Holdings 1.2%
Value ($000) $2,105 Shares 1,061 Est. Cost $2077.71 Unrealized
APH Amphenol 1.2%
Value ($000) $2,073 Shares 22,053 Est. Cost $10.31 Unrealized +110.0%
ABT Abbott Laboratories 1.2%
Value ($000) $2,038 Shares 27,781 Est. Cost $33.03 Unrealized +75.1%
CVX Chevron Corp. 1.2%
Value ($000) $2,034 Shares 16,634 Est. Cost $70.88 Unrealized +24.0%
MCD McDonalds 1.2%
Value ($000) $2,020 Shares 12,076 Est. Cost $94.23 Unrealized +43.1%
META Facebook 1.1%
Value ($000) $2,000 Shares 12,164 Est. Cost $110.03 Unrealized +63.4%
XOM ExxonMobil 1.1%
Value ($000) $1,988 Shares 23,385 Est. Cost $54.09 Unrealized +7.6%
CL Colgate Palmolive 1.1%
Value ($000) $1,973 Shares 29,469 Est. Cost $45.32 Unrealized +23.5%
SHW Sherwin-Williams 1.1%
Value ($000) $1,945 Shares 4,273 Est. Cost $64.48 Unrealized +115.0%
MMM 3M Co. 1.1%
Value ($000) $1,930 Shares 9,161 Est. Cost $64.94 Unrealized +103.6%
PG Procter & Gamble 1.1%
Value ($000) $1,904 Shares 22,871 Est. Cost $56.21 Unrealized +20.6%
D.R. Horton 1.1%
Value ($000) $1,883 Shares 44,648 Est. Cost $36.26 Unrealized
CSCO Cisco Systems 1.1%
Value ($000) $1,845 Shares 37,929 Est. Cost $17.49 Unrealized +106.1%
HON Honeywell 1.0%
Value ($000) $1,823 Shares 10,955 Est. Cost $62.75 Unrealized +93.8%
Walgreens Alliance Boots 1.0%
Value ($000) $1,814 Shares 24,877 Est. Cost $74.13 Unrealized
IBM IBM 1.0%
Value ($000) $1,811 Shares 11,979 Est. Cost $110.99 Unrealized -8.8%
ORLY O'Reilly Auto 1.0%
Value ($000) $1,793 Shares 5,161 Est. Cost $9.11 Unrealized +133.3%
Cerner 1.0%
Value ($000) $1,689 Shares 26,229 Est. Cost $58.08 Unrealized
VZ Verizon 1.0%
Value ($000) $1,662 Shares 31,130 Est. Cost $28.25 Unrealized +26.2%
Alphabet Class A 0.9%
Value ($000) $1,636 Shares 1,355 Est. Cost $777.78 Unrealized
ConocoPhillips 0.9%
Value ($000) $1,628 Shares 21,039 Est. Cost $58.07 Unrealized
NextEra Energy 0.9%
Value ($000) $1,622 Shares 9,679 Est. Cost $83.09 Unrealized
IDXX IDEXX Laboratories 0.9%
Value ($000) $1,583 Shares 6,340 Est. Cost $81.13 Unrealized +199.2%
CSL Carlisle 0.9%
Value ($000) $1,545 Shares 12,681 Est. Cost $57.36 Unrealized +94.3%
UNH UnitedHealth Group 0.9%
Value ($000) $1,532 Shares 5,758 Est. Cost $84.77 Unrealized +172.1%
Express Scripts 0.8%
Value ($000) $1,451 Shares 15,270 Est. Cost $61.98 Unrealized
ROP Roper Technologies 0.8%
Value ($000) $1,424 Shares 4,809 Est. Cost $113.86 Unrealized +148.0%
AT&T 0.8%
Value ($000) $1,397 Shares 41,592 Est. Cost $35.56 Unrealized
Alphabet Class C 0.8%
Value ($000) $1,370 Shares 1,148 Est. Cost $758.90 Unrealized
WMT Walmart 0.8%
Value ($000) $1,365 Shares 14,532 Est. Cost $21.19 Unrealized +29.0%
PYPL PayPal 0.8%
Value ($000) $1,340 Shares 15,253 Est. Cost $35.97 Unrealized +144.3%
FDX FedEx 0.8%
Value ($000) $1,317 Shares 5,468 Est. Cost $153.09 Unrealized +38.6%
VMC Vulcan Materials 0.7%
Value ($000) $1,292 Shares 11,623 Est. Cost $116.12 Unrealized -6.4%
SNA Snap-on 0.7%
Value ($000) $1,284 Shares 6,994 Est. Cost $125.39 Unrealized +14.9%
SLB Schlumberger Ltd. 0.7%
Value ($000) $1,267 Shares 20,794 Est. Cost $54.04 Unrealized -3.7%
AVY Avery Dennison 0.7%
Value ($000) $1,264 Shares 11,665 Est. Cost $83.65 Unrealized +12.7%
NOC Northrop Grumman 0.7%
Value ($000) $1,245 Shares 3,923 Est. Cost $62.64 Unrealized +330.7%
HD Home Depot 0.7%
Value ($000) $1,189 Shares 5,738 Est. Cost $62.74 Unrealized +167.7%
WFC Wells Fargo 0.6%
Value ($000) $1,114 Shares 21,195 Est. Cost $31.57 Unrealized +47.3%
FDS Factset Research 0.6%
Value ($000) $1,081 Shares 4,833 Est. Cost $125.85 Unrealized +60.4%
R Ryder System 0.6%
Value ($000) $1,077 Shares 14,734 Est. Cost $71.88 Unrealized +6.0%
TXN Texas Instruments 0.6%
Value ($000) $1,069 Shares 9,967 Est. Cost $25.31 Unrealized +256.6%
Check Point Software 0.6%
Value ($000) $1,067 Shares 9,066 Est. Cost $104.45 Unrealized
INTU Intuit 0.6%
Value ($000) $1,057 Shares 4,650 Est. Cost $55.87 Unrealized +266.1%
Royal Dutch Shell 'A' 0.6%
Value ($000) $1,053 Shares 15,455 Est. Cost $62.29 Unrealized
DOV Dover 0.6%
Value ($000) $1,035 Shares 11,690 Est. Cost $40.72 Unrealized +81.2%
FAST Fastenal Co. 0.6%
Value ($000) $1,034 Shares 17,818 Est. Cost $8.59 Unrealized +37.1%
HSIC Henry Schein 0.5%
Value ($000) $955 Shares 11,226 Est. Cost $67.91 Unrealized -8.3%
Varian Med Sys Inc 0.5%
Value ($000) $892 Shares 7,967 Est. Cost $85.17 Unrealized
CLX Clorox 0.5%
Value ($000) $884 Shares 5,879 Est. Cost $65.32 Unrealized +75.5%
LMT Lockheed Martin 0.5%
Value ($000) $879 Shares 2,541 Est. Cost $98.85 Unrealized +167.3%
COR AmerisourceBergen 0.5%
Value ($000) $871 Shares 9,442 Est. Cost $43.42 Unrealized +54.7%
GPC Genuine Parts 0.5%
Value ($000) $859 Shares 8,643 Est. Cost $60.24 Unrealized +31.4%
Red Hat 0.5%
Value ($000) $851 Shares 6,246 Est. Cost $95.95 Unrealized
BB&T Corp. 0.5%
Value ($000) $819 Shares 16,877 Est. Cost $41.05 Unrealized
Principal Financial Group 0.5%
Value ($000) $797 Shares 13,595 Est. Cost $53.61 Unrealized
Mastercard 0.5%
Value ($000) $797 Shares 3,579 Est. Cost $197.02 Unrealized
Bemis 0.5%
Value ($000) $796 Shares 16,380 Est. Cost $43.52 Unrealized
SJM J.M. Smucker 0.5%
Value ($000) $785 Shares 7,652 Est. Cost $92.23 Unrealized -6.7%
SBUX Starbucks 0.4%
Value ($000) $780 Shares 13,729 Est. Cost $34.96 Unrealized +28.9%
APD Air Products & Chem. 0.4%
Value ($000) $736 Shares 4,407 Est. Cost $66.07 Unrealized +105.8%
DCI Donaldson 0.4%
Value ($000) $735 Shares 12,619 Est. Cost $29.61 Unrealized +50.7%
CVS CVS Health 0.4%
Value ($000) $717 Shares 9,106 Est. Cost $45.44 Unrealized +24.3%
Constellation Brands 0.4%
Value ($000) $710 Shares 3,294 Est. Cost $183.70 Unrealized
LUV Southwest Airlines 0.4%
Value ($000) $690 Shares 11,052 Est. Cost $53.54 Unrealized -0.6%
ADI Analog Devices 0.4%
Value ($000) $686 Shares 7,421 Est. Cost $58.00 Unrealized +44.5%
LLY Eli Lilly 0.4%
Value ($000) $646 Shares 6,017 Est. Cost $45.17 Unrealized +99.9%
DLTR Dollar Tree 0.3%
Value ($000) $606 Shares 7,437 Est. Cost $50.23 Unrealized +74.8%
Valero Energy Corp 0.3%
Value ($000) $600 Shares 5,277 Est. Cost $59.37 Unrealized
GIS General Mills 0.3%
Value ($000) $586 Shares 13,653 Est. Cost $32.52 Unrealized +7.5%
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $582 Shares 956 Est. Cost $625.28 Unrealized -5.9%
Unilever N.V. 0.3%
Value ($000) $551 Shares 9,925 Est. Cost $39.99 Unrealized
MHK Mohawk Industries 0.3%
Value ($000) $550 Shares 3,138 Est. Cost $196.12 Unrealized 0.0%
MAR Marriott Intl. Class A 0.3%
Value ($000) $549 Shares 4,160 Est. Cost $38.74 Unrealized +210.2%
WDC Western Digital Corp 0.3%
Value ($000) $518 Shares 8,856 Est. Cost $58.47 Unrealized -19.9%
DE Deere 0.3%
Value ($000) $476 Shares 3,169 Est. Cost $70.31 Unrealized +82.9%
KMB Kimberly Clark 0.3%
Value ($000) $448 Shares 3,939 Est. Cost $74.79 Unrealized +15.7%
HAL Halliburton 0.2%
Value ($000) $421 Shares 10,392 Est. Cost $36.25 Unrealized -1.9%
Medtronic 0.2%
Value ($000) $414 Shares 4,210 Est. Cost $81.41 Unrealized
OXY Occidental Petroleum 0.2%
Value ($000) $400 Shares 4,870 Est. Cost $57.44 Unrealized +17.9%
MS Morgan Stanley 0.2%
Value ($000) $391 Shares 8,400 Est. Cost $34.89 Unrealized +11.6%
MKC McCormick 0.2%
Value ($000) $363 Shares 2,755 Est. Cost $29.13 Unrealized +84.1%
CTAS Cintas 0.2%
Value ($000) $298 Shares 1,505 Est. Cost $47.83 Unrealized 0.0%
ITT Corporation 0.2%
Value ($000) $294 Shares 4,795 Est. Cost $32.00 Unrealized
Quest Diagnostics 0.2%
Value ($000) $289 Shares 2,682 Est. Cost $95.07 Unrealized
BIIB Biogen IDEC Inc. 0.2%
Value ($000) $284 Shares 805 Est. Cost $288.67 Unrealized +19.3%
Praxair 0.2%
Value ($000) $276 Shares 1,717 Est. Cost $118.51 Unrealized
Duke Energy 0.2%
Value ($000) $274 Shares 3,428 Est. Cost $78.28 Unrealized
Anadarko Petroleum 0.1%
Value ($000) $259 Shares 3,842 Est. Cost $83.58 Unrealized
Celgene 0.1%
Value ($000) $237 Shares 2,649 Est. Cost $113.48 Unrealized
TOL Toll Brothers 0.1%
Value ($000) $219 Shares 6,637 Est. Cost $33.50 Unrealized +8.0%
SO Southern Company 0.1%
Value ($000) $215 Shares 4,929 Est. Cost $34.28 Unrealized 0.0%
QCOM Qualcomm 0.1%
Value ($000) $205 Shares 2,840 Est. Cost $54.64 Unrealized 0.0%
HP Helmerich & Payne 0.1%
Value ($000) $202 Shares 2,935 Est. Cost $63.84 Unrealized 0.0%
AES Corp. 0.1%
Value ($000) $185 Shares 13,180 Est. Cost $11.55 Unrealized
F Ford Motor Company 0.1%
Value ($000) $145 Shares 15,665 Est. Cost $7.92 Unrealized -13.5%