EADS & HEALD WEALTH MANAGEMENT Diversified Active

Location: Atlanta, GA

CIK: 0001035912 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 26, 2019

Total Value: $173M (100.0% shares, 0.0% debt)

Holdings (126)

TMO Thermo Fisher Scientific 1.6%
Value $2.802M Shares 10,236 Est. Cost $80.23 Unrealized +204.6%
AMZN Amazon.com 1.6%
Value $2.789M Shares 1,566 Est. Cost $15.01 Unrealized +454.5%
SYK Stryker 1.6%
Value $2.721M Shares 13,778 Est. Cost $56.92 Unrealized +193.6%
COST Costco 1.6%
Value $2.719M Shares 11,229 Est. Cost $88.24 Unrealized +124.8%
CHD Church & Dwight 1.5%
Value $2.664M Shares 37,399 Est. Cost $35.66 Unrealized +70.0%
FISV Fiserv 1.5%
Value $2.644M Shares 29,953 Est. Cost $45.20 Unrealized +82.6%
Visa 1.5%
Value $2.642M Shares 16,913 Est. Cost $96.64 Unrealized
BALL Ball Corp. 1.5%
Value $2.553M Shares 44,128 Est. Cost $27.97 Unrealized +76.3%
DHR Danaher 1.5%
Value $2.516M Shares 19,059 Est. Cost $29.73 Unrealized +234.3%
BDX Becton Dickinson 1.4%
Value $2.456M Shares 9,833 Est. Cost $104.60 Unrealized +103.4%
LOW Lowes 1.4%
Value $2.424M Shares 22,139 Est. Cost $46.18 Unrealized +90.7%
AAPL Apple 1.4%
Value $2.413M Shares 12,703 Est. Cost $19.29 Unrealized +109.6%
MSFT Microsoft 1.4%
Value $2.358M Shares 19,996 Est. Cost $26.70 Unrealized +283.1%
ECL Ecolab 1.4%
Value $2.349M Shares 13,306 Est. Cost $73.90 Unrealized +104.2%
PEP PepsiCo 1.4%
Value $2.337M Shares 19,073 Est. Cost $57.77 Unrealized +60.0%
AFL AFLAC 1.3%
Value $2.312M Shares 46,233 Est. Cost $28.31 Unrealized +44.8%
ADP Automatic Data Processing 1.3%
Value $2.267M Shares 14,192 Est. Cost $45.70 Unrealized +174.5%
PG Procter & Gamble 1.3%
Value $2.266M Shares 21,778 Est. Cost $56.21 Unrealized +46.0%
CTSH Cognizant Tech 1.3%
Value $2.251M Shares 31,073 Est. Cost $38.46 Unrealized +64.3%
NKE Nike 1.3%
Value $2.249M Shares 26,702 Est. Cost $41.89 Unrealized +80.0%
JNJ Johnson & Johnson 1.3%
Value $2.229M Shares 15,946 Est. Cost $62.23 Unrealized +77.3%
ITW Illinois Tool Works 1.3%
Value $2.219M Shares 15,458 Est. Cost $55.95 Unrealized +109.1%
DIS Walt Disney 1.3%
Value $2.205M Shares 19,857 Est. Cost $58.47 Unrealized +84.5%
MCD McDonalds 1.3%
Value $2.2M Shares 11,584 Est. Cost $94.23 Unrealized +64.1%
JPM J.P. Morgan Chase 1.3%
Value $2.2M Shares 21,736 Est. Cost $37.03 Unrealized +130.5%
Oracle Corp. 1.3%
Value $2.193M Shares 40,826 Est. Cost $30.95 Unrealized
AXP American Express 1.3%
Value $2.191M Shares 20,046 Est. Cost $59.31 Unrealized +61.6%
BA Boeing 1.3%
Value $2.171M Shares 5,693 Est. Cost $129.79 Unrealized +189.1%
EW Edwards Lifesciences 1.2%
Value $2.136M Shares 11,164 Est. Cost $31.07 Unrealized +83.7%
AMGN Amgen 1.2%
Value $2.112M Shares 11,116 Est. Cost $73.34 Unrealized +110.9%
APH Amphenol 1.2%
Value $2.042M Shares 21,626 Est. Cost $10.31 Unrealized +103.0%
CVX Chevron Corp. 1.2%
Value $2.034M Shares 16,511 Est. Cost $70.88 Unrealized +23.4%
CL Colgate Palmolive 1.2%
Value $2.032M Shares 29,646 Est. Cost $45.50 Unrealized +20.9%
United Technologies 1.2%
Value $2.014M Shares 15,629 Est. Cost $92.63 Unrealized
META Facebook 1.2%
Value $1.994M Shares 11,960 Est. Cost $110.03 Unrealized +43.5%
GWW W.W. Grainger 1.1%
Value $1.98M Shares 6,580 Est. Cost $180.66 Unrealized +50.4%
CSCO Cisco Systems 1.1%
Value $1.943M Shares 35,983 Est. Cost $17.49 Unrealized +125.9%
EMR Emerson Electric 1.1%
Value $1.929M Shares 28,170 Est. Cost $39.77 Unrealized +40.9%
MMM 3M Co. 1.1%
Value $1.929M Shares 9,283 Est. Cost $66.38 Unrealized +97.4%
ABT Abbott Laboratories 1.1%
Value $1.923M Shares 24,051 Est. Cost $33.03 Unrealized +100.1%
VZ Verizon 1.1%
Value $1.917M Shares 32,419 Est. Cost $28.66 Unrealized +35.9%
XOM ExxonMobil 1.1%
Value $1.891M Shares 23,405 Est. Cost $54.12 Unrealized +2.4%
WMT Walmart 1.1%
Value $1.89M Shares 19,378 Est. Cost $23.17 Unrealized +26.2%
EXPD Expeditors Int'l 1.1%
Value $1.882M Shares 24,792 Est. Cost $65.59 Unrealized +1.2%
ORLY O'Reilly Auto 1.1%
Value $1.875M Shares 4,829 Est. Cost $9.11 Unrealized +165.6%
APD Air Products & Chem. 1.0%
Value $1.807M Shares 9,461 Est. Cost $102.23 Unrealized +42.4%
Booking Holdings 1.0%
Value $1.806M Shares 1,035 Est. Cost $2077.71 Unrealized
SHW Sherwin-Williams 1.0%
Value $1.805M Shares 4,190 Est. Cost $64.48 Unrealized +102.9%
D.R. Horton 1.0%
Value $1.793M Shares 43,328 Est. Cost $36.26 Unrealized
HON Honeywell 1.0%
Value $1.725M Shares 10,854 Est. Cost $62.75 Unrealized +93.1%
NextEra Energy 1.0%
Value $1.72M Shares 8,898 Est. Cost $83.09 Unrealized
IBM IBM 1.0%
Value $1.696M Shares 12,023 Est. Cost $110.26 Unrealized -14.2%
Walgreens Alliance Boots 0.9%
Value $1.615M Shares 25,519 Est. Cost $73.81 Unrealized
AVY Avery Dennison 0.9%
Value $1.607M Shares 14,218 Est. Cost $83.52 Unrealized +9.6%
Alphabet Class A 0.9%
Value $1.583M Shares 1,345 Est. Cost $777.78 Unrealized
CSL Carlisle 0.9%
Value $1.574M Shares 12,838 Est. Cost $57.96 Unrealized +83.1%
ROP Roper Technologies 0.9%
Value $1.57M Shares 4,591 Est. Cost $113.86 Unrealized +156.1%
Cerner 0.8%
Value $1.434M Shares 25,059 Est. Cost $58.05 Unrealized
PYPL PayPal 0.8%
Value $1.422M Shares 13,692 Est. Cost $35.97 Unrealized +162.6%
ConocoPhillips 0.8%
Value $1.421M Shares 21,289 Est. Cost $58.28 Unrealized
IDXX IDEXX Laboratories 0.8%
Value $1.417M Shares 6,336 Est. Cost $81.13 Unrealized +154.4%
UNH UnitedHealth Group 0.8%
Value $1.348M Shares 5,452 Est. Cost $84.77 Unrealized +168.5%
AT&T 0.7%
Value $1.286M Shares 41,011 Est. Cost $35.31 Unrealized
KMB Kimberly Clark 0.7%
Value $1.251M Shares 10,098 Est. Cost $84.98 Unrealized +7.4%
Alphabet Class C 0.7%
Value $1.207M Shares 1,029 Est. Cost $758.90 Unrealized
NOC Northrop Grumman 0.7%
Value $1.2M Shares 4,452 Est. Cost $84.22 Unrealized +189.3%
Check Point Software 0.7%
Value $1.191M Shares 9,413 Est. Cost $105.86 Unrealized
FDS Factset Research 0.7%
Value $1.146M Shares 4,616 Est. Cost $125.85 Unrealized +66.2%
DOV Dover 0.6%
Value $1.116M Shares 11,894 Est. Cost $41.41 Unrealized +88.7%
HD Home Depot 0.6%
Value $1.095M Shares 5,708 Est. Cost $62.74 Unrealized +146.6%
INTU Intuit 0.6%
Value $1.081M Shares 4,137 Est. Cost $55.87 Unrealized +295.6%
SNA Snap-on 0.6%
Value $1.078M Shares 6,888 Est. Cost $125.39 Unrealized +5.7%
Varian Med Sys Inc 0.6%
Value $1.071M Shares 7,555 Est. Cost $85.17 Unrealized
FAST Fastenal Co. 0.6%
Value $1.07M Shares 16,644 Est. Cost $8.59 Unrealized +47.0%
TXN Texas Instruments 0.6%
Value $1.022M Shares 9,632 Est. Cost $25.31 Unrealized +237.4%
CLX Clorox 0.6%
Value $989K Shares 6,163 Est. Cost $68.15 Unrealized +86.2%
SBUX Starbucks 0.6%
Value $986K Shares 13,268 Est. Cost $34.96 Unrealized +69.5%
WFC Wells Fargo 0.6%
Value $977K Shares 20,217 Est. Cost $32.05 Unrealized +27.2%
Royal Dutch Shell 'A' 0.6%
Value $969K Shares 15,485 Est. Cost $62.30 Unrealized
GPC Genuine Parts 0.6%
Value $956K Shares 8,537 Est. Cost $60.24 Unrealized +40.7%
Red Hat 0.5%
Value $906K Shares 4,959 Est. Cost $95.95 Unrealized
Bemis 0.5%
Value $905K Shares 16,321 Est. Cost $43.52 Unrealized
BB&T Corp. 0.5%
Value $901K Shares 19,359 Est. Cost $41.55 Unrealized
ADI Analog Devices 0.5%
Value $865K Shares 8,213 Est. Cost $60.07 Unrealized +47.2%
VMC Vulcan Materials 0.5%
Value $843K Shares 7,121 Est. Cost $116.12 Unrealized -12.3%
SLB Schlumberger Ltd. 0.5%
Value $841K Shares 19,307 Est. Cost $51.53 Unrealized -30.6%
Mastercard 0.5%
Value $836K Shares 3,552 Est. Cost $197.02 Unrealized
INTC Intel 0.5%
Value $786K Shares 14,638 Est. Cost $40.77 Unrealized +7.5%
DLTR Dollar Tree 0.4%
Value $772K Shares 7,347 Est. Cost $50.64 Unrealized +93.9%
COR AmerisourceBergen 0.4%
Value $770K Shares 9,677 Est. Cost $43.87 Unrealized +43.5%
SJM J.M. Smucker 0.4%
Value $763K Shares 6,547 Est. Cost $92.23 Unrealized -9.3%
LMT Lockheed Martin 0.4%
Value $754K Shares 2,513 Est. Cost $98.85 Unrealized +146.4%
SWK Stanley Black & Becker 0.4%
Value $748K Shares 5,494 Est. Cost $101.84 Unrealized +4.7%
FDX FedEx 0.4%
Value $706K Shares 3,891 Est. Cost $153.09 Unrealized +1.8%
GIS General Mills 0.4%
Value $704K Shares 13,598 Est. Cost $32.63 Unrealized +9.7%
LLY Eli Lilly 0.4%
Value $701K Shares 5,399 Est. Cost $45.17 Unrealized +145.6%
Principal Financial Group 0.4%
Value $669K Shares 13,333 Est. Cost $53.44 Unrealized
DCI Donaldson 0.4%
Value $636K Shares 12,698 Est. Cost $29.77 Unrealized +45.3%
Valero Energy Corp 0.4%
Value $626K Shares 7,382 Est. Cost $65.41 Unrealized
Constellation Brands 0.3%
Value $590K Shares 3,367 Est. Cost $183.19 Unrealized
MAR Marriott Intl. Class A 0.3%
Value $589K Shares 4,705 Est. Cost $47.02 Unrealized +137.3%
Unilever N.V. 0.3%
Value $578K Shares 9,912 Est. Cost $40.55 Unrealized
OXY Occidental Petroleum 0.3%
Value $554K Shares 8,365 Est. Cost $58.00 Unrealized -2.6%
MTD Mettler-Toledo Int'l 0.3%
Value $544K Shares 753 Est. Cost $625.28 Unrealized +4.0%
CVS CVS Health 0.3%
Value $517K Shares 9,591 Est. Cost $45.61 Unrealized +8.5%
DE Deere 0.3%
Value $495K Shares 3,094 Est. Cost $70.31 Unrealized +105.5%
MKC McCormick 0.3%
Value $482K Shares 3,200 Est. Cost $35.07 Unrealized +68.5%
ADM Archer Daniels Midland 0.3%
Value $451K Shares 10,456 Est. Cost $34.90 Unrealized 0.0%
CTAS Cintas 0.3%
Value $443K Shares 2,194 Est. Cost $46.53 Unrealized -2.6%
Torchmark 0.3%
Value $438K Shares 5,342 Est. Cost $81.99 Unrealized
NVDA Nvidia 0.2%
Value $429K Shares 2,390 Est. Cost $3.85 Unrealized 0.0%
Medtronic 0.2%
Value $383K Shares 4,210 Est. Cost $81.41 Unrealized
LUV Southwest Airlines 0.2%
Value $337K Shares 6,491 Est. Cost $53.21 Unrealized -9.3%
R Ryder System 0.2%
Value $330K Shares 5,329 Est. Cost $71.88 Unrealized -18.6%
HP Helmerich & Payne 0.2%
Value $305K Shares 5,485 Est. Cost $54.48 Unrealized 0.0%
ITT Corporation 0.2%
Value $273K Shares 4,715 Est. Cost $32.00 Unrealized
Duke Energy 0.2%
Value $272K Shares 3,023 Est. Cost $78.47 Unrealized
MS Morgan Stanley 0.2%
Value $260K Shares 6,150 Est. Cost $34.89 Unrealized -2.5%
AbbVie 0.1%
Value $252K Shares 3,133 Est. Cost $91.99 Unrealized
Dominion Energy 0.1%
Value $243K Shares 3,167 Est. Cost $76.73 Unrealized
SO Southern Company 0.1%
Value $239K Shares 4,629 Est. Cost $34.28 Unrealized +9.1%
WDC Western Digital Corp 0.1%
Value $234K Shares 4,866 Est. Cost $58.47 Unrealized -44.6%
C Citigroup 0.1%
Value $228K Shares 3,672 Est. Cost $48.78 Unrealized 0.0%
BP BP 0.1%
Value $222K Shares 5,067 Est. Cost $43.81 Unrealized
HSY Hershey Foods 0.1%
Value $221K Shares 1,926 Est. Cost $90.02 Unrealized +3.1%
CI Cigna 0.1%
Value $201K Shares 1,248 Est. Cost $190.77 Unrealized -12.5%