EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 30, 2019

Total Value ($000): $176,771 (100.0% shares, 0.0% debt)

Holdings (126)

AMZN Amazon.com 1.6%
Value ($000) $2,871 Shares 1,516 Est. Cost $15.01 Unrealized +520.6%
TMO Thermo Fisher Scientific 1.6%
Value ($000) $2,839 Shares 9,668 Est. Cost $80.23 Unrealized +237.4%
COST Costco 1.6%
Value ($000) $2,806 Shares 10,620 Est. Cost $88.24 Unrealized +156.8%
SYK Stryker 1.6%
Value ($000) $2,763 Shares 13,442 Est. Cost $56.92 Unrealized +212.4%
BALL Ball Corp. 1.5%
Value ($000) $2,734 Shares 39,067 Est. Cost $27.97 Unrealized +105.9%
Visa 1.5%
Value ($000) $2,718 Shares 15,663 Est. Cost $96.64 Unrealized
FISV Fiserv 1.5%
Value ($000) $2,661 Shares 29,192 Est. Cost $45.20 Unrealized +93.9%
DIS Walt Disney 1.5%
Value ($000) $2,657 Shares 19,029 Est. Cost $58.47 Unrealized +118.9%
DHR Danaher 1.5%
Value ($000) $2,642 Shares 18,487 Est. Cost $29.73 Unrealized +286.6%
CHD Church & Dwight 1.4%
Value ($000) $2,514 Shares 34,404 Est. Cost $35.66 Unrealized +92.7%
AFL AFLAC 1.4%
Value ($000) $2,511 Shares 45,820 Est. Cost $28.31 Unrealized +55.7%
AAPL Apple 1.4%
Value ($000) $2,503 Shares 12,648 Est. Cost $19.29 Unrealized +141.7%
ECL Ecolab 1.4%
Value ($000) $2,488 Shares 12,599 Est. Cost $73.90 Unrealized +134.4%
AXP American Express 1.4%
Value ($000) $2,451 Shares 19,856 Est. Cost $59.31 Unrealized +81.2%
PEP PepsiCo 1.4%
Value ($000) $2,451 Shares 18,690 Est. Cost $57.77 Unrealized +81.3%
MSFT Microsoft 1.4%
Value ($000) $2,449 Shares 18,283 Est. Cost $26.70 Unrealized +347.6%
BDX Becton Dickinson 1.4%
Value ($000) $2,437 Shares 9,671 Est. Cost $104.60 Unrealized +100.5%
JPM J.P. Morgan Chase 1.3%
Value ($000) $2,378 Shares 21,268 Est. Cost $37.03 Unrealized +148.5%
MCD McDonalds 1.3%
Value ($000) $2,349 Shares 11,314 Est. Cost $94.23 Unrealized +80.1%
PG Procter & Gamble 1.3%
Value ($000) $2,333 Shares 21,278 Est. Cost $56.21 Unrealized +61.0%
ITW Illinois Tool Works 1.3%
Value ($000) $2,316 Shares 15,356 Est. Cost $55.95 Unrealized +129.8%
Oracle Corp. 1.3%
Value ($000) $2,285 Shares 40,108 Est. Cost $30.95 Unrealized
ADP Automatic Data Processing 1.3%
Value ($000) $2,273 Shares 13,749 Est. Cost $45.70 Unrealized +208.5%
META Facebook 1.3%
Value ($000) $2,244 Shares 11,629 Est. Cost $110.03 Unrealized +64.9%
NKE Nike 1.3%
Value ($000) $2,213 Shares 26,362 Est. Cost $41.89 Unrealized +84.0%
JNJ Johnson & Johnson 1.2%
Value ($000) $2,188 Shares 15,712 Est. Cost $62.23 Unrealized +84.4%
LOW Lowes 1.2%
Value ($000) $2,184 Shares 21,640 Est. Cost $46.18 Unrealized +102.4%
BA Boeing 1.2%
Value ($000) $2,155 Shares 5,921 Est. Cost $138.55 Unrealized +157.8%
CTSH Cognizant Tech 1.2%
Value ($000) $2,126 Shares 33,537 Est. Cost $40.00 Unrealized +48.5%
WMT Walmart 1.2%
Value ($000) $2,113 Shares 19,121 Est. Cost $23.17 Unrealized +35.1%
APH Amphenol 1.2%
Value ($000) $2,111 Shares 22,008 Est. Cost $10.52 Unrealized +114.6%
CL Colgate Palmolive 1.2%
Value ($000) $2,073 Shares 28,926 Est. Cost $45.50 Unrealized +33.7%
APD Air Products & Chem. 1.2%
Value ($000) $2,046 Shares 9,038 Est. Cost $102.23 Unrealized +72.4%
AMGN Amgen 1.2%
Value ($000) $2,043 Shares 11,084 Est. Cost $73.34 Unrealized +99.3%
CVX Chevron Corp. 1.2%
Value ($000) $2,033 Shares 16,341 Est. Cost $70.88 Unrealized +27.3%
EW Edwards Lifesciences 1.1%
Value ($000) $2,027 Shares 10,974 Est. Cost $31.07 Unrealized +94.6%
CSCO Cisco Systems 1.1%
Value ($000) $1,954 Shares 35,710 Est. Cost $17.49 Unrealized +158.3%
CSL Carlisle 1.1%
Value ($000) $1,947 Shares 13,864 Est. Cost $62.85 Unrealized +97.4%
ABT Abbott Laboratories 1.1%
Value ($000) $1,907 Shares 22,673 Est. Cost $33.03 Unrealized +112.6%
EXPD Expeditors Int'l 1.1%
Value ($000) $1,882 Shares 24,813 Est. Cost $65.59 Unrealized +6.1%
SHW Sherwin-Williams 1.1%
Value ($000) $1,867 Shares 4,074 Est. Cost $64.48 Unrealized +118.5%
EMR Emerson Electric 1.1%
Value ($000) $1,861 Shares 27,887 Est. Cost $39.77 Unrealized +44.5%
United Technologies 1.0%
Value ($000) $1,848 Shares 14,195 Est. Cost $92.63 Unrealized
HON Honeywell 1.0%
Value ($000) $1,846 Shares 10,573 Est. Cost $62.75 Unrealized +121.0%
D.R. Horton 1.0%
Value ($000) $1,843 Shares 42,736 Est. Cost $36.26 Unrealized
Cerner 1.0%
Value ($000) $1,829 Shares 24,949 Est. Cost $58.05 Unrealized
GWW W.W. Grainger 1.0%
Value ($000) $1,821 Shares 6,788 Est. Cost $183.01 Unrealized +40.8%
VZ Verizon 1.0%
Value ($000) $1,821 Shares 31,878 Est. Cost $28.66 Unrealized +39.7%
NextEra Energy 1.0%
Value ($000) $1,814 Shares 8,854 Est. Cost $83.09 Unrealized
XOM ExxonMobil 1.0%
Value ($000) $1,805 Shares 23,555 Est. Cost $54.12 Unrealized +5.1%
MMM 3M Co. 1.0%
Value ($000) $1,777 Shares 10,253 Est. Cost $71.51 Unrealized +68.7%
ORLY O'Reilly Auto 1.0%
Value ($000) $1,762 Shares 4,770 Est. Cost $9.11 Unrealized +178.1%
IBM IBM 0.9%
Value ($000) $1,677 Shares 12,163 Est. Cost $110.13 Unrealized -10.4%
IDXX IDEXX Laboratories 0.9%
Value ($000) $1,605 Shares 5,829 Est. Cost $81.13 Unrealized +203.7%
AVY Avery Dennison 0.9%
Value ($000) $1,577 Shares 13,630 Est. Cost $83.52 Unrealized +16.6%
ROP Roper Technologies 0.9%
Value ($000) $1,563 Shares 4,267 Est. Cost $113.86 Unrealized +199.8%
Booking Holdings 0.9%
Value ($000) $1,528 Shares 815 Est. Cost $2077.71 Unrealized
MAR Marriott Intl. Class A 0.8%
Value ($000) $1,467 Shares 10,460 Est. Cost $90.61 Unrealized +39.3%
Alphabet Class A 0.8%
Value ($000) $1,437 Shares 1,327 Est. Cost $777.78 Unrealized
PYPL PayPal 0.8%
Value ($000) $1,411 Shares 12,330 Est. Cost $35.97 Unrealized +207.5%
NOC Northrop Grumman 0.8%
Value ($000) $1,396 Shares 4,319 Est. Cost $84.22 Unrealized +217.3%
AT&T 0.8%
Value ($000) $1,389 Shares 41,437 Est. Cost $35.29 Unrealized
KMB Kimberly Clark 0.8%
Value ($000) $1,368 Shares 10,263 Est. Cost $85.25 Unrealized +19.9%
ConocoPhillips 0.7%
Value ($000) $1,321 Shares 21,654 Est. Cost $58.33 Unrealized
UNH UnitedHealth Group 0.7%
Value ($000) $1,298 Shares 5,320 Est. Cost $84.77 Unrealized +154.2%
INTU Intuit 0.7%
Value ($000) $1,283 Shares 4,909 Est. Cost $85.37 Unrealized +185.2%
Walgreens Alliance Boots 0.7%
Value ($000) $1,242 Shares 22,726 Est. Cost $73.81 Unrealized
HD Home Depot 0.7%
Value ($000) $1,175 Shares 5,651 Est. Cost $62.74 Unrealized +170.2%
DOV Dover 0.7%
Value ($000) $1,153 Shares 11,504 Est. Cost $41.41 Unrealized +110.5%
FDS Factset Research 0.6%
Value ($000) $1,143 Shares 3,990 Est. Cost $125.85 Unrealized +106.3%
SNA Snap-on 0.6%
Value ($000) $1,119 Shares 6,755 Est. Cost $125.39 Unrealized +9.0%
Alphabet Class C 0.6%
Value ($000) $1,100 Shares 1,018 Est. Cost $758.90 Unrealized
TXN Texas Instruments 0.6%
Value ($000) $1,083 Shares 9,433 Est. Cost $25.31 Unrealized +266.5%
Check Point Software 0.6%
Value ($000) $1,077 Shares 9,313 Est. Cost $105.86 Unrealized
FAST Fastenal Co. 0.6%
Value ($000) $1,071 Shares 32,848 Est. Cost $11.23 Unrealized +24.1%
SBUX Starbucks 0.6%
Value ($000) $1,051 Shares 12,534 Est. Cost $34.96 Unrealized +94.3%
CLX Clorox 0.6%
Value ($000) $1,023 Shares 6,682 Est. Cost $72.62 Unrealized +73.1%
Varian Med Sys Inc 0.6%
Value ($000) $1,012 Shares 7,435 Est. Cost $85.17 Unrealized
Royal Dutch Shell 'A' 0.6%
Value ($000) $987 Shares 15,173 Est. Cost $62.30 Unrealized
WFC Wells Fargo 0.5%
Value ($000) $953 Shares 20,132 Est. Cost $32.05 Unrealized +22.0%
BB&T Corp. 0.5%
Value ($000) $936 Shares 19,052 Est. Cost $41.55 Unrealized
LMT Lockheed Martin 0.5%
Value ($000) $890 Shares 2,448 Est. Cost $98.85 Unrealized +183.0%
ADI Analog Devices 0.5%
Value ($000) $887 Shares 7,860 Est. Cost $60.07 Unrealized +59.8%
NVDA Nvidia 0.5%
Value ($000) $883 Shares 5,376 Est. Cost $4.00 Unrealized +2.9%
Mastercard 0.5%
Value ($000) $881 Shares 3,331 Est. Cost $197.02 Unrealized
GPC Genuine Parts 0.5%
Value ($000) $877 Shares 8,467 Est. Cost $60.24 Unrealized +41.8%
Amcor PLC 0.5%
Value ($000) $851 Shares 74,088 Est. Cost $11.49 Unrealized
VMC Vulcan Materials 0.5%
Value ($000) $850 Shares 6,190 Est. Cost $116.12 Unrealized +3.8%
Red Hat 0.5%
Value ($000) $825 Shares 4,396 Est. Cost $95.95 Unrealized
COR AmerisourceBergen 0.4%
Value ($000) $785 Shares 9,212 Est. Cost $43.87 Unrealized +44.0%
SWK Stanley Black & Becker 0.4%
Value ($000) $774 Shares 5,349 Est. Cost $101.84 Unrealized +13.7%
DLTR Dollar Tree 0.4%
Value ($000) $759 Shares 7,067 Est. Cost $50.64 Unrealized +107.7%
BP BP 0.4%
Value ($000) $750 Shares 17,982 Est. Cost $42.30 Unrealized
Principal Financial Group 0.4%
Value ($000) $741 Shares 12,786 Est. Cost $53.44 Unrealized
SJM J.M. Smucker 0.4%
Value ($000) $727 Shares 6,314 Est. Cost $92.23 Unrealized +6.7%
GIS General Mills 0.4%
Value ($000) $715 Shares 13,618 Est. Cost $32.63 Unrealized +26.3%
Torchmark 0.4%
Value ($000) $687 Shares 7,678 Est. Cost $84.27 Unrealized
INTC Intel 0.4%
Value ($000) $677 Shares 14,148 Est. Cost $40.77 Unrealized +5.7%
Constellation Brands 0.4%
Value ($000) $659 Shares 3,347 Est. Cost $183.19 Unrealized
DCI Donaldson 0.4%
Value ($000) $643 Shares 12,633 Est. Cost $29.77 Unrealized +53.4%
Valero Energy Corp 0.3%
Value ($000) $618 Shares 7,220 Est. Cost $65.41 Unrealized
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $616 Shares 733 Est. Cost $625.28 Unrealized +20.6%
FDX FedEx 0.3%
Value ($000) $610 Shares 3,715 Est. Cost $153.09 Unrealized +1.2%
Unilever N.V. 0.3%
Value ($000) $595 Shares 9,797 Est. Cost $40.55 Unrealized
LLY Eli Lilly 0.3%
Value ($000) $562 Shares 5,076 Est. Cost $45.17 Unrealized +139.1%
CTAS Cintas 0.3%
Value ($000) $524 Shares 2,209 Est. Cost $46.53 Unrealized +11.3%
DE Deere 0.3%
Value ($000) $498 Shares 3,008 Est. Cost $70.31 Unrealized +101.2%
MKC McCormick 0.3%
Value ($000) $495 Shares 3,194 Est. Cost $35.07 Unrealized +93.3%
CVS CVS Health 0.2%
Value ($000) $436 Shares 8,010 Est. Cost $45.61 Unrealized -4.5%
SLB Schlumberger Ltd. 0.2%
Value ($000) $419 Shares 10,542 Est. Cost $51.53 Unrealized -34.7%
ADM Archer Daniels Midland 0.2%
Value ($000) $412 Shares 10,106 Est. Cost $34.90 Unrealized -2.3%
Medtronic 0.2%
Value ($000) $402 Shares 4,130 Est. Cost $81.41 Unrealized
OXY Occidental Petroleum 0.2%
Value ($000) $378 Shares 7,525 Est. Cost $58.00 Unrealized -15.8%
PCAR PACCAR Inc. 0.2%
Value ($000) $375 Shares 5,228 Est. Cost $36.20 Unrealized 0.0%
LUV Southwest Airlines 0.2%
Value ($000) $314 Shares 6,191 Est. Cost $53.21 Unrealized -10.6%
ITT Corporation 0.2%
Value ($000) $279 Shares 4,260 Est. Cost $32.00 Unrealized
SO Southern Company 0.1%
Value ($000) $261 Shares 4,719 Est. Cost $34.41 Unrealized +20.1%
Duke Energy 0.1%
Value ($000) $254 Shares 2,873 Est. Cost $78.47 Unrealized
Anadarko Petroleum 0.1%
Value ($000) $254 Shares 3,594 Est. Cost $70.67 Unrealized
Dominion Energy 0.1%
Value ($000) $247 Shares 3,195 Est. Cost $76.73 Unrealized
HP Helmerich & Payne 0.1%
Value ($000) $243 Shares 4,805 Est. Cost $54.48 Unrealized +1.0%
HSY Hershey Foods 0.1%
Value ($000) $231 Shares 1,726 Est. Cost $90.02 Unrealized +21.0%
AbbVie 0.1%
Value ($000) $228 Shares 3,133 Est. Cost $91.99 Unrealized
C Citigroup 0.1%
Value ($000) $226 Shares 3,222 Est. Cost $48.78 Unrealized +8.4%
MS Morgan Stanley 0.1%
Value ($000) $216 Shares 4,925 Est. Cost $34.89 Unrealized +4.0%
QCOM Qualcomm 0.1%
Value ($000) $203 Shares 2,665 Est. Cost $62.71 Unrealized 0.0%