EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 31, 2019

Total Value ($000): $178,910 (100.0% shares, 0.0% debt)

Holdings (129)

COST Costco 1.6%
Value ($000) $2,869 Shares 9,958 Est. Cost $88.24 Unrealized +190.5%
FISV Fiserv 1.6%
Value ($000) $2,782 Shares 26,860 Est. Cost $45.20 Unrealized +125.9%
AAPL Apple 1.6%
Value ($000) $2,780 Shares 12,413 Est. Cost $19.29 Unrealized +160.4%
SYK Stryker 1.5%
Value ($000) $2,765 Shares 12,781 Est. Cost $56.92 Unrealized +251.7%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $2,727 Shares 9,363 Est. Cost $80.23 Unrealized +251.0%
Visa 1.5%
Value ($000) $2,649 Shares 15,398 Est. Cost $96.64 Unrealized
BALL Ball Corp. 1.5%
Value ($000) $2,626 Shares 36,067 Est. Cost $27.97 Unrealized +147.5%
DHR Danaher 1.5%
Value ($000) $2,621 Shares 18,147 Est. Cost $29.73 Unrealized +309.4%
AMZN Amazon.com 1.5%
Value ($000) $2,607 Shares 1,502 Est. Cost $15.01 Unrealized +517.8%
PG Procter & Gamble 1.4%
Value ($000) $2,575 Shares 20,700 Est. Cost $56.21 Unrealized +79.7%
CHD Church & Dwight 1.4%
Value ($000) $2,532 Shares 33,652 Est. Cost $35.66 Unrealized +96.9%
PEP PepsiCo 1.4%
Value ($000) $2,516 Shares 18,350 Est. Cost $57.77 Unrealized +89.3%
JPM J.P. Morgan Chase 1.4%
Value ($000) $2,495 Shares 21,204 Est. Cost $37.03 Unrealized +156.7%
MSFT Microsoft 1.4%
Value ($000) $2,471 Shares 17,773 Est. Cost $26.70 Unrealized +386.5%
DIS Walt Disney 1.4%
Value ($000) $2,466 Shares 18,922 Est. Cost $58.47 Unrealized +129.6%
NKE Nike 1.4%
Value ($000) $2,444 Shares 26,026 Est. Cost $41.89 Unrealized +88.1%
ECL Ecolab 1.4%
Value ($000) $2,433 Shares 12,287 Est. Cost $73.90 Unrealized +153.3%
ITW Illinois Tool Works 1.4%
Value ($000) $2,416 Shares 15,441 Est. Cost $55.95 Unrealized +132.7%
BDX Becton Dickinson 1.3%
Value ($000) $2,402 Shares 9,497 Est. Cost $104.60 Unrealized +113.7%
MCD McDonalds 1.3%
Value ($000) $2,392 Shares 11,141 Est. Cost $94.23 Unrealized +96.1%
AFL AFLAC 1.3%
Value ($000) $2,381 Shares 45,510 Est. Cost $28.31 Unrealized +60.3%
LOW Lowes 1.3%
Value ($000) $2,361 Shares 21,471 Est. Cost $46.18 Unrealized +103.6%
AXP American Express 1.3%
Value ($000) $2,336 Shares 19,752 Est. Cost $59.31 Unrealized +89.8%
EW Edwards Lifesciences 1.3%
Value ($000) $2,313 Shares 10,518 Est. Cost $31.07 Unrealized +126.1%
BA Boeing 1.3%
Value ($000) $2,288 Shares 6,013 Est. Cost $141.82 Unrealized +148.5%
WMT Walmart 1.3%
Value ($000) $2,281 Shares 19,218 Est. Cost $23.17 Unrealized +48.7%
ADP Automatic Data Processing 1.3%
Value ($000) $2,266 Shares 14,038 Est. Cost $47.72 Unrealized +201.7%
D.R. Horton 1.2%
Value ($000) $2,231 Shares 42,319 Est. Cost $36.26 Unrealized
Oracle Corp. 1.2%
Value ($000) $2,226 Shares 40,455 Est. Cost $30.95 Unrealized
AMGN Amgen 1.2%
Value ($000) $2,164 Shares 11,183 Est. Cost $73.34 Unrealized +115.4%
APH Amphenol 1.2%
Value ($000) $2,159 Shares 22,368 Est. Cost $10.70 Unrealized +102.6%
CL Colgate Palmolive 1.2%
Value ($000) $2,130 Shares 28,982 Est. Cost $45.50 Unrealized +37.4%
EXPD Expeditors Int'l 1.2%
Value ($000) $2,080 Shares 27,995 Est. Cost $65.85 Unrealized +3.1%
SHW Sherwin-Williams 1.2%
Value ($000) $2,074 Shares 3,772 Est. Cost $64.48 Unrealized +149.4%
CSL Carlisle 1.1%
Value ($000) $2,054 Shares 14,111 Est. Cost $64.02 Unrealized +103.0%
CTSH Cognizant Tech 1.1%
Value ($000) $2,027 Shares 33,637 Est. Cost $40.00 Unrealized +43.6%
GWW W.W. Grainger 1.1%
Value ($000) $2,026 Shares 6,817 Est. Cost $183.01 Unrealized +40.2%
JNJ Johnson & Johnson 1.1%
Value ($000) $2,008 Shares 15,517 Est. Cost $62.23 Unrealized +76.8%
APD Air Products & Chem. 1.1%
Value ($000) $1,988 Shares 8,961 Est. Cost $102.23 Unrealized +88.3%
United Technologies 1.1%
Value ($000) $1,948 Shares 14,267 Est. Cost $92.63 Unrealized
VZ Verizon 1.1%
Value ($000) $1,943 Shares 32,188 Est. Cost $28.66 Unrealized +41.1%
ORLY O'Reilly Auto 1.1%
Value ($000) $1,937 Shares 4,861 Est. Cost $9.42 Unrealized +174.1%
CVX Chevron Corp. 1.1%
Value ($000) $1,929 Shares 16,267 Est. Cost $70.88 Unrealized +29.1%
NextEra Energy 1.1%
Value ($000) $1,923 Shares 8,255 Est. Cost $83.09 Unrealized
EMR Emerson Electric 1.1%
Value ($000) $1,921 Shares 28,732 Est. Cost $40.20 Unrealized +35.2%
ABT Abbott Laboratories 1.1%
Value ($000) $1,880 Shares 22,472 Est. Cost $33.03 Unrealized +130.4%
HON Honeywell 1.0%
Value ($000) $1,774 Shares 10,483 Est. Cost $62.75 Unrealized +122.0%
IBM IBM 1.0%
Value ($000) $1,758 Shares 12,091 Est. Cost $110.13 Unrealized -7.0%
CSCO Cisco Systems 1.0%
Value ($000) $1,757 Shares 35,555 Est. Cost $17.49 Unrealized +144.6%
MMM 3M Co. 1.0%
Value ($000) $1,753 Shares 10,661 Est. Cost $73.01 Unrealized +51.5%
BB&T Corp. 1.0%
Value ($000) $1,750 Shares 32,781 Est. Cost $46.51 Unrealized
XOM ExxonMobil 1.0%
Value ($000) $1,745 Shares 24,719 Est. Cost $54.10 Unrealized -0.6%
KMB Kimberly Clark 0.9%
Value ($000) $1,681 Shares 11,833 Est. Cost $88.50 Unrealized +24.0%
Cerner 0.9%
Value ($000) $1,657 Shares 24,307 Est. Cost $58.05 Unrealized
Alphabet Class A 0.9%
Value ($000) $1,627 Shares 1,332 Est. Cost $777.78 Unrealized
AT&T 0.9%
Value ($000) $1,601 Shares 42,316 Est. Cost $35.35 Unrealized
IDXX IDEXX Laboratories 0.9%
Value ($000) $1,576 Shares 5,795 Est. Cost $81.13 Unrealized +243.0%
ROP Roper Technologies 0.8%
Value ($000) $1,507 Shares 4,225 Est. Cost $113.86 Unrealized +207.1%
NOC Northrop Grumman 0.8%
Value ($000) $1,501 Shares 4,005 Est. Cost $84.22 Unrealized +278.4%
AVY Avery Dennison 0.8%
Value ($000) $1,429 Shares 12,583 Est. Cost $83.52 Unrealized +22.3%
MAR Marriott Intl. Class A 0.8%
Value ($000) $1,397 Shares 11,235 Est. Cost $93.10 Unrealized +36.1%
Booking Holdings 0.8%
Value ($000) $1,366 Shares 696 Est. Cost $2077.71 Unrealized
INTU Intuit 0.7%
Value ($000) $1,330 Shares 5,003 Est. Cost $88.72 Unrealized +197.6%
HD Home Depot 0.7%
Value ($000) $1,313 Shares 5,658 Est. Cost $62.74 Unrealized +198.2%
META Facebook 0.7%
Value ($000) $1,281 Shares 7,191 Est. Cost $110.03 Unrealized +71.5%
PYPL PayPal 0.7%
Value ($000) $1,252 Shares 12,085 Est. Cost $35.97 Unrealized +205.6%
Alphabet Class C 0.7%
Value ($000) $1,231 Shares 1,010 Est. Cost $758.90 Unrealized
ConocoPhillips 0.7%
Value ($000) $1,224 Shares 21,489 Est. Cost $58.33 Unrealized
TXN Texas Instruments 0.7%
Value ($000) $1,211 Shares 9,373 Est. Cost $25.31 Unrealized +306.4%
UNH UnitedHealth Group 0.7%
Value ($000) $1,166 Shares 5,365 Est. Cost $84.77 Unrealized +156.1%
DOV Dover 0.6%
Value ($000) $1,142 Shares 11,473 Est. Cost $41.41 Unrealized +111.6%
SBUX Starbucks 0.6%
Value ($000) $1,114 Shares 12,597 Est. Cost $34.96 Unrealized +130.7%
SNA Snap-on 0.6%
Value ($000) $1,081 Shares 6,905 Est. Cost $125.48 Unrealized +3.5%
FAST Fastenal Co. 0.6%
Value ($000) $1,072 Shares 32,803 Est. Cost $11.23 Unrealized +17.9%
CLX Clorox 0.6%
Value ($000) $1,021 Shares 6,722 Est. Cost $72.62 Unrealized +80.2%
WFC Wells Fargo 0.6%
Value ($000) $999 Shares 19,810 Est. Cost $32.05 Unrealized +24.2%
FDS Factset Research 0.5%
Value ($000) $964 Shares 3,968 Est. Cost $125.85 Unrealized +107.3%
Royal Dutch Shell 'A' 0.5%
Value ($000) $954 Shares 16,205 Est. Cost $62.08 Unrealized
Walgreens Alliance Boots 0.5%
Value ($000) $947 Shares 17,122 Est. Cost $73.81 Unrealized
NVDA Nvidia 0.5%
Value ($000) $940 Shares 5,400 Est. Cost $4.00 Unrealized +4.6%
VMC Vulcan Materials 0.5%
Value ($000) $930 Shares 6,146 Est. Cost $116.12 Unrealized +15.1%
LMT Lockheed Martin 0.5%
Value ($000) $926 Shares 2,373 Est. Cost $98.85 Unrealized +220.1%
CVS CVS Health 0.5%
Value ($000) $910 Shares 14,431 Est. Cost $46.84 Unrealized +3.3%
Mastercard 0.5%
Value ($000) $897 Shares 3,304 Est. Cost $197.02 Unrealized
Varian Med Sys Inc 0.5%
Value ($000) $872 Shares 7,325 Est. Cost $85.17 Unrealized
ADI Analog Devices 0.5%
Value ($000) $863 Shares 7,720 Est. Cost $60.07 Unrealized +67.9%
Globe Life 0.5%
Value ($000) $856 Shares 8,938 Est. Cost $95.77 Unrealized
GPC Genuine Parts 0.5%
Value ($000) $849 Shares 8,522 Est. Cost $60.24 Unrealized +32.5%
Check Point Software 0.5%
Value ($000) $811 Shares 7,407 Est. Cost $105.86 Unrealized
SWK Stanley Black & Becker 0.4%
Value ($000) $803 Shares 5,559 Est. Cost $102.41 Unrealized +14.0%
DLTR Dollar Tree 0.4%
Value ($000) $802 Shares 7,027 Est. Cost $50.64 Unrealized +106.6%
COR AmerisourceBergen 0.4%
Value ($000) $777 Shares 9,441 Est. Cost $44.50 Unrealized +57.4%
GIS General Mills 0.4%
Value ($000) $771 Shares 13,995 Est. Cost $32.92 Unrealized +31.8%
INTC Intel 0.4%
Value ($000) $763 Shares 14,816 Est. Cost $40.87 Unrealized +5.3%
Principal Financial Group 0.4%
Value ($000) $712 Shares 12,461 Est. Cost $53.44 Unrealized
Amcor PLC 0.4%
Value ($000) $705 Shares 72,354 Est. Cost $11.49 Unrealized
Constellation Brands 0.4%
Value ($000) $704 Shares 3,397 Est. Cost $183.54 Unrealized
SJM J.M. Smucker 0.4%
Value ($000) $690 Shares 6,274 Est. Cost $92.23 Unrealized -1.9%
BP BP 0.4%
Value ($000) $682 Shares 17,942 Est. Cost $42.30 Unrealized
DCI Donaldson 0.4%
Value ($000) $671 Shares 12,877 Est. Cost $30.05 Unrealized +48.8%
Valero Energy Corp 0.3%
Value ($000) $616 Shares 7,225 Est. Cost $65.41 Unrealized
CTAS Cintas 0.3%
Value ($000) $603 Shares 2,248 Est. Cost $46.76 Unrealized +28.2%
Unilever N.V. 0.3%
Value ($000) $592 Shares 9,862 Est. Cost $40.55 Unrealized
LLY Eli Lilly 0.3%
Value ($000) $573 Shares 5,124 Est. Cost $45.17 Unrealized +127.4%
BMY Bristol-Myers Squibb 0.3%
Value ($000) $532 Shares 10,495 Est. Cost $36.77 Unrealized 0.0%
DE Deere 0.3%
Value ($000) $507 Shares 3,008 Est. Cost $70.31 Unrealized +107.7%
MKC McCormick 0.3%
Value ($000) $491 Shares 3,144 Est. Cost $35.07 Unrealized +102.2%
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $482 Shares 684 Est. Cost $625.28 Unrealized +17.4%
Medtronic 0.2%
Value ($000) $417 Shares 3,835 Est. Cost $81.41 Unrealized
ADM Archer Daniels Midland 0.2%
Value ($000) $391 Shares 9,516 Est. Cost $34.90 Unrealized -5.3%
PCAR PACCAR Inc. 0.2%
Value ($000) $366 Shares 5,228 Est. Cost $36.20 Unrealized -1.4%
SLB Schlumberger Ltd. 0.2%
Value ($000) $347 Shares 10,150 Est. Cost $51.53 Unrealized -39.9%
LUV Southwest Airlines 0.2%
Value ($000) $334 Shares 6,191 Est. Cost $53.21 Unrealized -9.3%
PFE Pfizer 0.2%
Value ($000) $327 Shares 9,106 Est. Cost $27.02 Unrealized 0.0%
AMD Advanced Micro 0.2%
Value ($000) $310 Shares 10,692 Est. Cost $31.36 Unrealized 0.0%
OXY Occidental Petroleum 0.2%
Value ($000) $307 Shares 6,902 Est. Cost $58.00 Unrealized -28.1%
SO Southern Company 0.2%
Value ($000) $278 Shares 4,499 Est. Cost $34.41 Unrealized +31.6%
HSY Hershey Foods 0.1%
Value ($000) $268 Shares 1,726 Est. Cost $90.02 Unrealized +44.6%
Duke Energy 0.1%
Value ($000) $267 Shares 2,787 Est. Cost $78.47 Unrealized
FDX FedEx 0.1%
Value ($000) $266 Shares 1,830 Est. Cost $153.09 Unrealized -6.4%
ITT Corporation 0.1%
Value ($000) $259 Shares 4,240 Est. Cost $32.00 Unrealized
PPL Corp 0.1%
Value ($000) $254 Shares 8,055 Est. Cost $31.53 Unrealized
Dominion Energy 0.1%
Value ($000) $247 Shares 3,050 Est. Cost $76.73 Unrealized
C Citigroup 0.1%
Value ($000) $244 Shares 3,528 Est. Cost $49.24 Unrealized +10.0%
AbbVie 0.1%
Value ($000) $228 Shares 3,013 Est. Cost $91.99 Unrealized
UPS United Parcel Service Cl B 0.1%
Value ($000) $221 Shares 1,842 Est. Cost $88.95 Unrealized 0.0%
WDC Western Digital Corp 0.1%
Value ($000) $216 Shares 3,621 Est. Cost $41.27 Unrealized 0.0%
Quest Diagnostics 0.1%
Value ($000) $208 Shares 1,942 Est. Cost $107.11 Unrealized
TOL Toll Brothers 0.1%
Value ($000) $202 Shares 4,925 Est. Cost $36.87 Unrealized 0.0%