EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 26, 2019

Total Value ($000): $172,739 (100.0% shares, 0.0% debt)

Holdings (126)

TMO Thermo Fisher Scientific 1.6%
Value ($000) $2,802 Shares 10,236 Est. Cost $80.23 Unrealized +204.6%
AMZN Amazon.com 1.6%
Value ($000) $2,789 Shares 1,566 Est. Cost $15.01 Unrealized +454.5%
SYK Stryker 1.6%
Value ($000) $2,721 Shares 13,778 Est. Cost $56.92 Unrealized +193.6%
COST Costco 1.6%
Value ($000) $2,719 Shares 11,229 Est. Cost $88.24 Unrealized +124.8%
CHD Church & Dwight 1.5%
Value ($000) $2,664 Shares 37,399 Est. Cost $35.66 Unrealized +70.0%
FISV Fiserv 1.5%
Value ($000) $2,644 Shares 29,953 Est. Cost $45.20 Unrealized +82.6%
Visa 1.5%
Value ($000) $2,642 Shares 16,913 Est. Cost $96.64 Unrealized
BALL Ball Corp. 1.5%
Value ($000) $2,553 Shares 44,128 Est. Cost $27.97 Unrealized +76.3%
DHR Danaher 1.5%
Value ($000) $2,516 Shares 19,059 Est. Cost $29.73 Unrealized +234.3%
BDX Becton Dickinson 1.4%
Value ($000) $2,456 Shares 9,833 Est. Cost $104.60 Unrealized +103.4%
LOW Lowes 1.4%
Value ($000) $2,424 Shares 22,139 Est. Cost $46.18 Unrealized +90.7%
AAPL Apple 1.4%
Value ($000) $2,413 Shares 12,703 Est. Cost $19.29 Unrealized +109.6%
MSFT Microsoft 1.4%
Value ($000) $2,358 Shares 19,996 Est. Cost $26.70 Unrealized +283.1%
ECL Ecolab 1.4%
Value ($000) $2,349 Shares 13,306 Est. Cost $73.90 Unrealized +104.2%
PEP PepsiCo 1.4%
Value ($000) $2,337 Shares 19,073 Est. Cost $57.77 Unrealized +60.0%
AFL AFLAC 1.3%
Value ($000) $2,312 Shares 46,233 Est. Cost $28.31 Unrealized +44.8%
ADP Automatic Data Processing 1.3%
Value ($000) $2,267 Shares 14,192 Est. Cost $45.70 Unrealized +174.5%
PG Procter & Gamble 1.3%
Value ($000) $2,266 Shares 21,778 Est. Cost $56.21 Unrealized +46.0%
CTSH Cognizant Tech 1.3%
Value ($000) $2,251 Shares 31,073 Est. Cost $38.46 Unrealized +64.3%
NKE Nike 1.3%
Value ($000) $2,249 Shares 26,702 Est. Cost $41.89 Unrealized +80.0%
JNJ Johnson & Johnson 1.3%
Value ($000) $2,229 Shares 15,946 Est. Cost $62.23 Unrealized +77.3%
ITW Illinois Tool Works 1.3%
Value ($000) $2,219 Shares 15,458 Est. Cost $55.95 Unrealized +109.1%
DIS Walt Disney 1.3%
Value ($000) $2,205 Shares 19,857 Est. Cost $58.47 Unrealized +84.5%
JPM J.P. Morgan Chase 1.3%
Value ($000) $2,200 Shares 21,736 Est. Cost $37.03 Unrealized +130.5%
MCD McDonalds 1.3%
Value ($000) $2,200 Shares 11,584 Est. Cost $94.23 Unrealized +64.1%
Oracle Corp. 1.3%
Value ($000) $2,193 Shares 40,826 Est. Cost $30.95 Unrealized
AXP American Express 1.3%
Value ($000) $2,191 Shares 20,046 Est. Cost $59.31 Unrealized +61.6%
BA Boeing 1.3%
Value ($000) $2,171 Shares 5,693 Est. Cost $129.79 Unrealized +189.1%
EW Edwards Lifesciences 1.2%
Value ($000) $2,136 Shares 11,164 Est. Cost $31.07 Unrealized +83.7%
AMGN Amgen 1.2%
Value ($000) $2,112 Shares 11,116 Est. Cost $73.34 Unrealized +110.9%
APH Amphenol 1.2%
Value ($000) $2,042 Shares 21,626 Est. Cost $10.31 Unrealized +103.0%
CVX Chevron Corp. 1.2%
Value ($000) $2,034 Shares 16,511 Est. Cost $70.88 Unrealized +23.4%
CL Colgate Palmolive 1.2%
Value ($000) $2,032 Shares 29,646 Est. Cost $45.50 Unrealized +20.9%
United Technologies 1.2%
Value ($000) $2,014 Shares 15,629 Est. Cost $92.63 Unrealized
META Facebook 1.2%
Value ($000) $1,994 Shares 11,960 Est. Cost $110.03 Unrealized +43.5%
GWW W.W. Grainger 1.1%
Value ($000) $1,980 Shares 6,580 Est. Cost $180.66 Unrealized +50.4%
CSCO Cisco Systems 1.1%
Value ($000) $1,943 Shares 35,983 Est. Cost $17.49 Unrealized +125.9%
EMR Emerson Electric 1.1%
Value ($000) $1,929 Shares 28,170 Est. Cost $39.77 Unrealized +40.9%
MMM 3M Co. 1.1%
Value ($000) $1,929 Shares 9,283 Est. Cost $66.38 Unrealized +97.4%
ABT Abbott Laboratories 1.1%
Value ($000) $1,923 Shares 24,051 Est. Cost $33.03 Unrealized +100.1%
VZ Verizon 1.1%
Value ($000) $1,917 Shares 32,419 Est. Cost $28.66 Unrealized +35.9%
XOM ExxonMobil 1.1%
Value ($000) $1,891 Shares 23,405 Est. Cost $54.12 Unrealized +2.4%
WMT Walmart 1.1%
Value ($000) $1,890 Shares 19,378 Est. Cost $23.17 Unrealized +26.2%
EXPD Expeditors Int'l 1.1%
Value ($000) $1,882 Shares 24,792 Est. Cost $65.59 Unrealized +1.2%
ORLY O'Reilly Auto 1.1%
Value ($000) $1,875 Shares 4,829 Est. Cost $9.11 Unrealized +165.6%
APD Air Products & Chem. 1.0%
Value ($000) $1,807 Shares 9,461 Est. Cost $102.23 Unrealized +42.4%
Booking Holdings 1.0%
Value ($000) $1,806 Shares 1,035 Est. Cost $2077.71 Unrealized
SHW Sherwin-Williams 1.0%
Value ($000) $1,805 Shares 4,190 Est. Cost $64.48 Unrealized +102.9%
D.R. Horton 1.0%
Value ($000) $1,793 Shares 43,328 Est. Cost $36.26 Unrealized
HON Honeywell 1.0%
Value ($000) $1,725 Shares 10,854 Est. Cost $62.75 Unrealized +93.1%
NextEra Energy 1.0%
Value ($000) $1,720 Shares 8,898 Est. Cost $83.09 Unrealized
IBM IBM 1.0%
Value ($000) $1,696 Shares 12,023 Est. Cost $110.26 Unrealized -14.2%
Walgreens Alliance Boots 0.9%
Value ($000) $1,615 Shares 25,519 Est. Cost $73.81 Unrealized
AVY Avery Dennison 0.9%
Value ($000) $1,607 Shares 14,218 Est. Cost $83.52 Unrealized +9.6%
Alphabet Class A 0.9%
Value ($000) $1,583 Shares 1,345 Est. Cost $777.78 Unrealized
CSL Carlisle 0.9%
Value ($000) $1,574 Shares 12,838 Est. Cost $57.96 Unrealized +83.1%
ROP Roper Technologies 0.9%
Value ($000) $1,570 Shares 4,591 Est. Cost $113.86 Unrealized +156.1%
Cerner 0.8%
Value ($000) $1,434 Shares 25,059 Est. Cost $58.05 Unrealized
PYPL PayPal 0.8%
Value ($000) $1,422 Shares 13,692 Est. Cost $35.97 Unrealized +162.6%
ConocoPhillips 0.8%
Value ($000) $1,421 Shares 21,289 Est. Cost $58.28 Unrealized
IDXX IDEXX Laboratories 0.8%
Value ($000) $1,417 Shares 6,336 Est. Cost $81.13 Unrealized +154.4%
UNH UnitedHealth Group 0.8%
Value ($000) $1,348 Shares 5,452 Est. Cost $84.77 Unrealized +168.5%
AT&T 0.7%
Value ($000) $1,286 Shares 41,011 Est. Cost $35.31 Unrealized
KMB Kimberly Clark 0.7%
Value ($000) $1,251 Shares 10,098 Est. Cost $84.98 Unrealized +7.4%
Alphabet Class C 0.7%
Value ($000) $1,207 Shares 1,029 Est. Cost $758.90 Unrealized
NOC Northrop Grumman 0.7%
Value ($000) $1,200 Shares 4,452 Est. Cost $84.22 Unrealized +189.3%
Check Point Software 0.7%
Value ($000) $1,191 Shares 9,413 Est. Cost $105.86 Unrealized
FDS Factset Research 0.7%
Value ($000) $1,146 Shares 4,616 Est. Cost $125.85 Unrealized +66.2%
DOV Dover 0.6%
Value ($000) $1,116 Shares 11,894 Est. Cost $41.41 Unrealized +88.7%
HD Home Depot 0.6%
Value ($000) $1,095 Shares 5,708 Est. Cost $62.74 Unrealized +146.6%
INTU Intuit 0.6%
Value ($000) $1,081 Shares 4,137 Est. Cost $55.87 Unrealized +295.6%
SNA Snap-on 0.6%
Value ($000) $1,078 Shares 6,888 Est. Cost $125.39 Unrealized +5.7%
Varian Med Sys Inc 0.6%
Value ($000) $1,071 Shares 7,555 Est. Cost $85.17 Unrealized
FAST Fastenal Co. 0.6%
Value ($000) $1,070 Shares 16,644 Est. Cost $8.59 Unrealized +47.0%
TXN Texas Instruments 0.6%
Value ($000) $1,022 Shares 9,632 Est. Cost $25.31 Unrealized +237.4%
CLX Clorox 0.6%
Value ($000) $989 Shares 6,163 Est. Cost $68.15 Unrealized +86.2%
SBUX Starbucks 0.6%
Value ($000) $986 Shares 13,268 Est. Cost $34.96 Unrealized +69.5%
WFC Wells Fargo 0.6%
Value ($000) $977 Shares 20,217 Est. Cost $32.05 Unrealized +27.2%
Royal Dutch Shell 'A' 0.6%
Value ($000) $969 Shares 15,485 Est. Cost $62.30 Unrealized
GPC Genuine Parts 0.6%
Value ($000) $956 Shares 8,537 Est. Cost $60.24 Unrealized +40.7%
Red Hat 0.5%
Value ($000) $906 Shares 4,959 Est. Cost $95.95 Unrealized
Bemis 0.5%
Value ($000) $905 Shares 16,321 Est. Cost $43.52 Unrealized
BB&T Corp. 0.5%
Value ($000) $901 Shares 19,359 Est. Cost $41.55 Unrealized
ADI Analog Devices 0.5%
Value ($000) $865 Shares 8,213 Est. Cost $60.07 Unrealized +47.2%
VMC Vulcan Materials 0.5%
Value ($000) $843 Shares 7,121 Est. Cost $116.12 Unrealized -12.3%
SLB Schlumberger Ltd. 0.5%
Value ($000) $841 Shares 19,307 Est. Cost $51.53 Unrealized -30.6%
Mastercard 0.5%
Value ($000) $836 Shares 3,552 Est. Cost $197.02 Unrealized
INTC Intel 0.5%
Value ($000) $786 Shares 14,638 Est. Cost $40.77 Unrealized +7.5%
DLTR Dollar Tree 0.4%
Value ($000) $772 Shares 7,347 Est. Cost $50.64 Unrealized +93.9%
COR AmerisourceBergen 0.4%
Value ($000) $770 Shares 9,677 Est. Cost $43.87 Unrealized +43.5%
SJM J.M. Smucker 0.4%
Value ($000) $763 Shares 6,547 Est. Cost $92.23 Unrealized -9.3%
LMT Lockheed Martin 0.4%
Value ($000) $754 Shares 2,513 Est. Cost $98.85 Unrealized +146.4%
SWK Stanley Black & Becker 0.4%
Value ($000) $748 Shares 5,494 Est. Cost $101.84 Unrealized +4.7%
FDX FedEx 0.4%
Value ($000) $706 Shares 3,891 Est. Cost $153.09 Unrealized +1.8%
GIS General Mills 0.4%
Value ($000) $704 Shares 13,598 Est. Cost $32.63 Unrealized +9.7%
LLY Eli Lilly 0.4%
Value ($000) $701 Shares 5,399 Est. Cost $45.17 Unrealized +145.6%
Principal Financial Group 0.4%
Value ($000) $669 Shares 13,333 Est. Cost $53.44 Unrealized
DCI Donaldson 0.4%
Value ($000) $636 Shares 12,698 Est. Cost $29.77 Unrealized +45.3%
Valero Energy Corp 0.4%
Value ($000) $626 Shares 7,382 Est. Cost $65.41 Unrealized
Constellation Brands 0.3%
Value ($000) $590 Shares 3,367 Est. Cost $183.19 Unrealized
MAR Marriott Intl. Class A 0.3%
Value ($000) $589 Shares 4,705 Est. Cost $47.02 Unrealized +137.3%
Unilever N.V. 0.3%
Value ($000) $578 Shares 9,912 Est. Cost $40.55 Unrealized
OXY Occidental Petroleum 0.3%
Value ($000) $554 Shares 8,365 Est. Cost $58.00 Unrealized -2.6%
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $544 Shares 753 Est. Cost $625.28 Unrealized +4.0%
CVS CVS Health 0.3%
Value ($000) $517 Shares 9,591 Est. Cost $45.61 Unrealized +8.5%
DE Deere 0.3%
Value ($000) $495 Shares 3,094 Est. Cost $70.31 Unrealized +105.5%
MKC McCormick 0.3%
Value ($000) $482 Shares 3,200 Est. Cost $35.07 Unrealized +68.5%
ADM Archer Daniels Midland 0.3%
Value ($000) $451 Shares 10,456 Est. Cost $34.90 Unrealized 0.0%
CTAS Cintas 0.3%
Value ($000) $443 Shares 2,194 Est. Cost $46.53 Unrealized -2.6%
Torchmark 0.3%
Value ($000) $438 Shares 5,342 Est. Cost $81.99 Unrealized
NVDA Nvidia 0.2%
Value ($000) $429 Shares 2,390 Est. Cost $3.85 Unrealized 0.0%
Medtronic 0.2%
Value ($000) $383 Shares 4,210 Est. Cost $81.41 Unrealized
LUV Southwest Airlines 0.2%
Value ($000) $337 Shares 6,491 Est. Cost $53.21 Unrealized -9.3%
R Ryder System 0.2%
Value ($000) $330 Shares 5,329 Est. Cost $71.88 Unrealized -18.6%
HP Helmerich & Payne 0.2%
Value ($000) $305 Shares 5,485 Est. Cost $54.48 Unrealized 0.0%
ITT Corporation 0.2%
Value ($000) $273 Shares 4,715 Est. Cost $32.00 Unrealized
Duke Energy 0.2%
Value ($000) $272 Shares 3,023 Est. Cost $78.47 Unrealized
MS Morgan Stanley 0.2%
Value ($000) $260 Shares 6,150 Est. Cost $34.89 Unrealized -2.5%
AbbVie 0.1%
Value ($000) $252 Shares 3,133 Est. Cost $91.99 Unrealized
Dominion Energy 0.1%
Value ($000) $243 Shares 3,167 Est. Cost $76.73 Unrealized
SO Southern Company 0.1%
Value ($000) $239 Shares 4,629 Est. Cost $34.28 Unrealized +9.1%
WDC Western Digital Corp 0.1%
Value ($000) $234 Shares 4,866 Est. Cost $58.47 Unrealized -44.6%
C Citigroup 0.1%
Value ($000) $228 Shares 3,672 Est. Cost $48.78 Unrealized 0.0%
BP BP 0.1%
Value ($000) $222 Shares 5,067 Est. Cost $43.81 Unrealized
HSY Hershey Foods 0.1%
Value ($000) $221 Shares 1,926 Est. Cost $90.02 Unrealized +3.1%
CI Cigna 0.1%
Value ($000) $201 Shares 1,248 Est. Cost $190.77 Unrealized -12.5%