EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 31, 2019

Total Value ($000): $150,132 (100.0% shares, 0.0% debt)

Holdings (124)

CHD Church & Dwight 1.7%
Value ($000) $2,497 Shares 37,978 Est. Cost $35.66 Unrealized +63.0%
TMO Thermo Fisher Scientific 1.6%
Value ($000) $2,392 Shares 10,687 Est. Cost $80.23 Unrealized +187.0%
AMZN Amazon.com 1.6%
Value ($000) $2,355 Shares 1,568 Est. Cost $15.01 Unrealized +453.9%
Visa 1.6%
Value ($000) $2,342 Shares 17,747 Est. Cost $96.64 Unrealized
FISV Fiserv 1.5%
Value ($000) $2,321 Shares 31,583 Est. Cost $45.20 Unrealized +71.0%
COST Costco 1.5%
Value ($000) $2,308 Shares 11,329 Est. Cost $88.24 Unrealized +128.9%
BALL Ball Corp. 1.5%
Value ($000) $2,275 Shares 49,474 Est. Cost $27.97 Unrealized +54.3%
SYK Stryker 1.5%
Value ($000) $2,236 Shares 14,267 Est. Cost $56.92 Unrealized +171.9%
AFL AFLAC 1.5%
Value ($000) $2,186 Shares 47,971 Est. Cost $28.31 Unrealized +32.8%
BDX Becton Dickinson 1.5%
Value ($000) $2,186 Shares 9,703 Est. Cost $103.15 Unrealized +101.8%
DIS Walt Disney 1.4%
Value ($000) $2,168 Shares 19,776 Est. Cost $58.47 Unrealized +86.6%
AMGN Amgen 1.4%
Value ($000) $2,163 Shares 11,113 Est. Cost $73.34 Unrealized +113.8%
MSFT Microsoft 1.4%
Value ($000) $2,120 Shares 20,877 Est. Cost $26.70 Unrealized +274.5%
JPM J.P. Morgan Chase 1.4%
Value ($000) $2,088 Shares 21,386 Est. Cost $36.24 Unrealized +141.5%
DHR Danaher 1.4%
Value ($000) $2,088 Shares 20,250 Est. Cost $29.73 Unrealized +195.6%
PEP PepsiCo 1.4%
Value ($000) $2,075 Shares 18,780 Est. Cost $57.23 Unrealized +58.4%
MCD McDonalds 1.4%
Value ($000) $2,068 Shares 11,645 Est. Cost $94.23 Unrealized +59.3%
NKE Nike 1.4%
Value ($000) $2,063 Shares 27,824 Est. Cost $41.89 Unrealized +62.7%
LOW Lowes 1.3%
Value ($000) $2,023 Shares 21,903 Est. Cost $45.73 Unrealized +85.0%
ECL Ecolab 1.3%
Value ($000) $2,018 Shares 13,695 Est. Cost $73.90 Unrealized +91.4%
PG Procter & Gamble 1.3%
Value ($000) $2,017 Shares 21,946 Est. Cost $56.21 Unrealized +33.0%
JNJ Johnson & Johnson 1.3%
Value ($000) $2,001 Shares 15,508 Est. Cost $60.87 Unrealized +87.5%
AAPL Apple 1.3%
Value ($000) $1,995 Shares 12,647 Est. Cost $19.29 Unrealized +138.5%
CTSH Cognizant Tech 1.3%
Value ($000) $1,953 Shares 30,760 Est. Cost $38.21 Unrealized +63.9%
ITW Illinois Tool Works 1.3%
Value ($000) $1,935 Shares 15,272 Est. Cost $55.21 Unrealized +100.2%
AXP American Express 1.3%
Value ($000) $1,895 Shares 19,882 Est. Cost $59.31 Unrealized +60.2%
ABT Abbott Laboratories 1.3%
Value ($000) $1,890 Shares 26,136 Est. Cost $33.03 Unrealized +88.1%
ADP Automatic Data Processing 1.3%
Value ($000) $1,886 Shares 14,387 Est. Cost $45.70 Unrealized +165.1%
BA Boeing 1.3%
Value ($000) $1,885 Shares 5,845 Est. Cost $129.79 Unrealized +158.1%
EW Edwards Lifesciences 1.2%
Value ($000) $1,872 Shares 12,223 Est. Cost $31.07 Unrealized +62.8%
GWW W.W. Grainger 1.2%
Value ($000) $1,870 Shares 6,623 Est. Cost $180.66 Unrealized +49.7%
Oracle Corp. 1.2%
Value ($000) $1,826 Shares 40,450 Est. Cost $30.95 Unrealized
CVX Chevron Corp. 1.2%
Value ($000) $1,802 Shares 16,562 Est. Cost $70.88 Unrealized +19.6%
VZ Verizon 1.2%
Value ($000) $1,797 Shares 31,959 Est. Cost $28.51 Unrealized +35.4%
Booking Holdings 1.2%
Value ($000) $1,781 Shares 1,034 Est. Cost $2077.71 Unrealized
APH Amphenol 1.2%
Value ($000) $1,772 Shares 21,867 Est. Cost $10.31 Unrealized +94.5%
ORLY O'Reilly Auto 1.2%
Value ($000) $1,758 Shares 5,107 Est. Cost $9.11 Unrealized +149.9%
CL Colgate Palmolive 1.2%
Value ($000) $1,732 Shares 29,092 Est. Cost $45.32 Unrealized +16.7%
MMM 3M Co. 1.2%
Value ($000) $1,730 Shares 9,081 Est. Cost $64.94 Unrealized +97.5%
Walgreens Alliance Boots 1.1%
Value ($000) $1,693 Shares 24,784 Est. Cost $74.13 Unrealized
SHW Sherwin-Williams 1.1%
Value ($000) $1,679 Shares 4,266 Est. Cost $64.48 Unrealized +96.3%
United Technologies 1.1%
Value ($000) $1,666 Shares 15,645 Est. Cost $92.63 Unrealized
EMR Emerson Electric 1.1%
Value ($000) $1,663 Shares 27,838 Est. Cost $39.58 Unrealized +44.0%
CSCO Cisco Systems 1.1%
Value ($000) $1,617 Shares 37,313 Est. Cost $17.49 Unrealized +111.0%
NextEra Energy 1.1%
Value ($000) $1,585 Shares 9,117 Est. Cost $83.09 Unrealized
XOM ExxonMobil 1.0%
Value ($000) $1,569 Shares 23,003 Est. Cost $54.09 Unrealized +4.3%
META Facebook 1.0%
Value ($000) $1,560 Shares 11,898 Est. Cost $110.03 Unrealized +30.7%
APD Air Products & Chem. 1.0%
Value ($000) $1,529 Shares 9,553 Est. Cost $102.23 Unrealized +30.3%
D.R. Horton 1.0%
Value ($000) $1,505 Shares 43,419 Est. Cost $36.26 Unrealized
WMT Walmart 1.0%
Value ($000) $1,477 Shares 15,858 Est. Cost $21.82 Unrealized +31.8%
HON Honeywell 1.0%
Value ($000) $1,436 Shares 10,869 Est. Cost $62.75 Unrealized +87.6%
Alphabet Class A 0.9%
Value ($000) $1,407 Shares 1,346 Est. Cost $777.78 Unrealized
UNH UnitedHealth Group 0.9%
Value ($000) $1,352 Shares 5,429 Est. Cost $84.77 Unrealized +177.3%
IBM IBM 0.9%
Value ($000) $1,306 Shares 11,489 Est. Cost $110.99 Unrealized -20.8%
ConocoPhillips 0.9%
Value ($000) $1,295 Shares 20,768 Est. Cost $58.07 Unrealized
AVY Avery Dennison 0.8%
Value ($000) $1,276 Shares 14,200 Est. Cost $83.52 Unrealized -0.7%
CSL Carlisle 0.8%
Value ($000) $1,275 Shares 12,681 Est. Cost $57.36 Unrealized +64.2%
ROP Roper Technologies 0.8%
Value ($000) $1,263 Shares 4,737 Est. Cost $113.86 Unrealized +138.1%
Cerner 0.8%
Value ($000) $1,257 Shares 23,961 Est. Cost $58.08 Unrealized
PYPL PayPal 0.8%
Value ($000) $1,252 Shares 14,893 Est. Cost $35.97 Unrealized +131.0%
IDXX IDEXX Laboratories 0.8%
Value ($000) $1,172 Shares 6,301 Est. Cost $81.13 Unrealized +152.7%
AT&T 0.7%
Value ($000) $1,101 Shares 38,566 Est. Cost $35.56 Unrealized
Alphabet Class C 0.7%
Value ($000) $1,080 Shares 1,043 Est. Cost $758.90 Unrealized
Red Hat 0.7%
Value ($000) $1,073 Shares 6,111 Est. Cost $95.95 Unrealized
SNA Snap-on 0.7%
Value ($000) $1,007 Shares 6,934 Est. Cost $125.39 Unrealized +4.7%
NOC Northrop Grumman 0.7%
Value ($000) $1,006 Shares 4,109 Est. Cost $70.91 Unrealized +246.2%
HD Home Depot 0.6%
Value ($000) $973 Shares 5,661 Est. Cost $62.74 Unrealized +139.7%
FDS Factset Research 0.6%
Value ($000) $945 Shares 4,721 Est. Cost $125.85 Unrealized +63.2%
TXN Texas Instruments 0.6%
Value ($000) $945 Shares 10,002 Est. Cost $25.31 Unrealized +212.6%
CLX Clorox 0.6%
Value ($000) $919 Shares 5,963 Est. Cost $66.18 Unrealized +91.2%
FAST Fastenal Co. 0.6%
Value ($000) $918 Shares 17,554 Est. Cost $8.59 Unrealized +31.2%
Check Point Software 0.6%
Value ($000) $904 Shares 8,811 Est. Cost $104.45 Unrealized
VMC Vulcan Materials 0.6%
Value ($000) $900 Shares 9,114 Est. Cost $116.12 Unrealized -18.0%
INTU Intuit 0.6%
Value ($000) $898 Shares 4,560 Est. Cost $55.87 Unrealized +255.3%
WFC Wells Fargo 0.6%
Value ($000) $883 Shares 19,170 Est. Cost $31.57 Unrealized +33.1%
Royal Dutch Shell 'A' 0.6%
Value ($000) $879 Shares 15,090 Est. Cost $62.29 Unrealized
Varian Med Sys Inc 0.6%
Value ($000) $875 Shares 7,720 Est. Cost $85.17 Unrealized
SBUX Starbucks 0.6%
Value ($000) $872 Shares 13,542 Est. Cost $34.96 Unrealized +53.5%
HSIC Henry Schein 0.6%
Value ($000) $855 Shares 10,885 Est. Cost $67.91 Unrealized -3.0%
DOV Dover 0.6%
Value ($000) $828 Shares 11,675 Est. Cost $40.72 Unrealized +80.3%
GPC Genuine Parts 0.5%
Value ($000) $820 Shares 8,543 Est. Cost $60.24 Unrealized +33.6%
BB&T Corp. 0.5%
Value ($000) $785 Shares 18,112 Est. Cost $41.21 Unrealized
Bemis 0.5%
Value ($000) $753 Shares 16,400 Est. Cost $43.52 Unrealized
FDX FedEx 0.5%
Value ($000) $721 Shares 4,467 Est. Cost $153.09 Unrealized +21.4%
ADI Analog Devices 0.5%
Value ($000) $720 Shares 8,391 Est. Cost $60.07 Unrealized +26.2%
COR AmerisourceBergen 0.5%
Value ($000) $703 Shares 9,452 Est. Cost $43.42 Unrealized +54.8%
DLTR Dollar Tree 0.5%
Value ($000) $680 Shares 7,527 Est. Cost $50.64 Unrealized +66.8%
Mastercard 0.5%
Value ($000) $680 Shares 3,607 Est. Cost $197.02 Unrealized
LLY Eli Lilly 0.4%
Value ($000) $664 Shares 5,737 Est. Cost $45.17 Unrealized +124.4%
CI Cigna 0.4%
Value ($000) $659 Shares 3,472 Est. Cost $190.77 Unrealized 0.0%
LMT Lockheed Martin 0.4%
Value ($000) $658 Shares 2,513 Est. Cost $98.85 Unrealized +153.0%
EXPD Expeditors Int'l 0.4%
Value ($000) $658 Shares 9,659 Est. Cost $64.32 Unrealized 0.0%
SJM J.M. Smucker 0.4%
Value ($000) $620 Shares 6,627 Est. Cost $92.23 Unrealized -10.2%
SWK Stanley Black & Becker 0.4%
Value ($000) $617 Shares 5,150 Est. Cost $101.52 Unrealized 0.0%
SLB Schlumberger Ltd. 0.4%
Value ($000) $601 Shares 16,651 Est. Cost $54.04 Unrealized -25.6%
CVS CVS Health 0.4%
Value ($000) $601 Shares 9,171 Est. Cost $45.44 Unrealized +30.7%
INTC Intel 0.4%
Value ($000) $578 Shares 12,313 Est. Cost $40.19 Unrealized 0.0%
Principal Financial Group 0.4%
Value ($000) $559 Shares 12,655 Est. Cost $53.61 Unrealized
DCI Donaldson 0.4%
Value ($000) $545 Shares 12,553 Est. Cost $29.61 Unrealized +55.5%
Constellation Brands 0.4%
Value ($000) $542 Shares 3,370 Est. Cost $183.19 Unrealized
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $524 Shares 926 Est. Cost $625.28 Unrealized -7.1%
Unilever N.V. 0.3%
Value ($000) $517 Shares 9,608 Est. Cost $39.99 Unrealized
GIS General Mills 0.3%
Value ($000) $512 Shares 13,136 Est. Cost $32.52 Unrealized +1.4%
DE Deere 0.3%
Value ($000) $466 Shares 3,124 Est. Cost $70.31 Unrealized +87.4%
Valero Energy Corp 0.3%
Value ($000) $463 Shares 6,182 Est. Cost $61.65 Unrealized
OXY Occidental Petroleum 0.3%
Value ($000) $462 Shares 7,530 Est. Cost $58.17 Unrealized +2.3%
MAR Marriott Intl. Class A 0.3%
Value ($000) $453 Shares 4,170 Est. Cost $38.74 Unrealized +180.1%
KMB Kimberly Clark 0.3%
Value ($000) $441 Shares 3,869 Est. Cost $74.79 Unrealized +15.5%
R Ryder System 0.3%
Value ($000) $410 Shares 8,510 Est. Cost $71.88 Unrealized -20.3%
Medtronic 0.3%
Value ($000) $383 Shares 4,210 Est. Cost $81.41 Unrealized
MKC McCormick 0.2%
Value ($000) $357 Shares 2,565 Est. Cost $29.13 Unrealized +114.9%
CTAS Cintas 0.2%
Value ($000) $304 Shares 1,810 Est. Cost $46.78 Unrealized -11.0%
AbbVie 0.2%
Value ($000) $285 Shares 3,093 Est. Cost $92.14 Unrealized
LUV Southwest Airlines 0.2%
Value ($000) $282 Shares 6,075 Est. Cost $53.54 Unrealized -9.5%
Linde plc 0.2%
Value ($000) $263 Shares 1,687 Est. Cost $155.90 Unrealized
Duke Energy 0.2%
Value ($000) $257 Shares 2,973 Est. Cost $78.28 Unrealized
MS Morgan Stanley 0.2%
Value ($000) $254 Shares 6,400 Est. Cost $34.89 Unrealized +0.4%
BIIB Biogen IDEC Inc. 0.2%
Value ($000) $242 Shares 805 Est. Cost $288.67 Unrealized +10.6%
ITT Corporation 0.2%
Value ($000) $230 Shares 4,775 Est. Cost $32.00 Unrealized
WDC Western Digital Corp 0.1%
Value ($000) $214 Shares 5,786 Est. Cost $58.47 Unrealized -43.4%
SO Southern Company 0.1%
Value ($000) $209 Shares 4,759 Est. Cost $34.28 Unrealized -0.1%
HSY Hershey Foods 0.1%
Value ($000) $206 Shares 1,926 Est. Cost $90.02 Unrealized 0.0%
F Ford Motor Company 0.1%
Value ($000) $108 Shares 14,105 Est. Cost $7.92 Unrealized -21.6%
Chico's FAS 0.0%
Value ($000) $62 Shares 11,045 Est. Cost $5.61 Unrealized