EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 31, 2020

Total Value ($000): $189,118 (100.0% shares, 0.0% debt)

Holdings (129)

AAPL Apple 1.8%
Value ($000) $3,365 Shares 11,459 Est. Cost $19.29 Unrealized +221.5%
FISV Fiserv 1.6%
Value ($000) $3,039 Shares 26,283 Est. Cost $45.20 Unrealized +144.3%
TMO Thermo Fisher Scientific 1.6%
Value ($000) $3,004 Shares 9,246 Est. Cost $80.23 Unrealized +271.9%
Visa 1.5%
Value ($000) $2,917 Shares 15,526 Est. Cost $96.64 Unrealized
COST Costco 1.5%
Value ($000) $2,882 Shares 9,806 Est. Cost $88.24 Unrealized +207.7%
JPM J.P. Morgan Chase 1.5%
Value ($000) $2,872 Shares 20,606 Est. Cost $37.03 Unrealized +193.5%
AMZN Amazon.com 1.5%
Value ($000) $2,849 Shares 1,542 Est. Cost $16.92 Unrealized +423.3%
DHR Danaher 1.5%
Value ($000) $2,755 Shares 17,953 Est. Cost $29.73 Unrealized +313.6%
ITW Illinois Tool Works 1.4%
Value ($000) $2,736 Shares 15,233 Est. Cost $55.95 Unrealized +161.5%
DIS Walt Disney 1.4%
Value ($000) $2,723 Shares 18,828 Est. Cost $58.47 Unrealized +132.1%
SYK Stryker 1.4%
Value ($000) $2,686 Shares 12,796 Est. Cost $56.92 Unrealized +241.2%
MSFT Microsoft 1.4%
Value ($000) $2,670 Shares 16,934 Est. Cost $26.70 Unrealized +421.4%
NKE Nike 1.4%
Value ($000) $2,634 Shares 26,001 Est. Cost $41.89 Unrealized +107.3%
AMGN Amgen 1.4%
Value ($000) $2,621 Shares 10,872 Est. Cost $73.34 Unrealized +149.1%
BDX Becton Dickinson 1.4%
Value ($000) $2,590 Shares 9,522 Est. Cost $104.60 Unrealized +116.5%
PG Procter & Gamble 1.4%
Value ($000) $2,588 Shares 20,717 Est. Cost $56.21 Unrealized +87.2%
LOW Lowes 1.3%
Value ($000) $2,527 Shares 21,101 Est. Cost $46.18 Unrealized +121.7%
PEP PepsiCo 1.3%
Value ($000) $2,512 Shares 18,379 Est. Cost $57.77 Unrealized +95.2%
AXP American Express 1.3%
Value ($000) $2,474 Shares 19,873 Est. Cost $59.31 Unrealized +85.7%
CHD Church & Dwight 1.3%
Value ($000) $2,420 Shares 34,399 Est. Cost $36.32 Unrealized +81.9%
AFL AFLAC 1.3%
Value ($000) $2,413 Shares 45,617 Est. Cost $28.31 Unrealized +61.9%
ADP Automatic Data Processing 1.3%
Value ($000) $2,400 Shares 14,077 Est. Cost $47.72 Unrealized +204.0%
EW Edwards Lifesciences 1.3%
Value ($000) $2,398 Shares 10,280 Est. Cost $31.07 Unrealized +151.3%
APH Amphenol 1.3%
Value ($000) $2,386 Shares 22,046 Est. Cost $10.70 Unrealized +125.0%
ECL Ecolab 1.3%
Value ($000) $2,372 Shares 12,292 Est. Cost $73.90 Unrealized +140.4%
GWW W.W. Grainger 1.2%
Value ($000) $2,349 Shares 6,940 Est. Cost $184.99 Unrealized +59.1%
BALL Ball Corp. 1.2%
Value ($000) $2,345 Shares 36,268 Est. Cost $27.97 Unrealized +125.6%
WMT Walmart 1.2%
Value ($000) $2,338 Shares 19,677 Est. Cost $23.48 Unrealized +55.0%
CSL Carlisle 1.2%
Value ($000) $2,238 Shares 13,830 Est. Cost $64.02 Unrealized +123.5%
MCD McDonalds 1.2%
Value ($000) $2,212 Shares 11,196 Est. Cost $94.23 Unrealized +82.5%
JNJ Johnson & Johnson 1.2%
Value ($000) $2,202 Shares 15,097 Est. Cost $62.23 Unrealized +83.3%
EXPD Expeditors Int'l 1.2%
Value ($000) $2,180 Shares 27,947 Est. Cost $65.85 Unrealized +5.6%
Oracle Corp. 1.1%
Value ($000) $2,173 Shares 41,023 Est. Cost $31.25 Unrealized
EMR Emerson Electric 1.1%
Value ($000) $2,171 Shares 28,472 Est. Cost $40.20 Unrealized +56.3%
SHW Sherwin-Williams 1.1%
Value ($000) $2,131 Shares 3,652 Est. Cost $64.48 Unrealized +180.1%
United Technologies 1.1%
Value ($000) $2,107 Shares 14,072 Est. Cost $92.63 Unrealized
VZ Verizon 1.1%
Value ($000) $2,097 Shares 34,155 Est. Cost $29.48 Unrealized +45.2%
ORLY O'Reilly Auto 1.1%
Value ($000) $2,069 Shares 4,720 Est. Cost $9.42 Unrealized +203.6%
CVX Chevron Corp. 1.1%
Value ($000) $2,053 Shares 17,034 Est. Cost $71.73 Unrealized +25.0%
CTSH Cognizant Tech 1.1%
Value ($000) $2,052 Shares 33,086 Est. Cost $40.00 Unrealized +40.9%
D.R. Horton 1.1%
Value ($000) $2,050 Shares 38,869 Est. Cost $36.26 Unrealized
CL Colgate Palmolive 1.1%
Value ($000) $2,031 Shares 29,505 Est. Cost $45.74 Unrealized +29.2%
APD Air Products & Chem. 1.1%
Value ($000) $2,013 Shares 8,566 Est. Cost $102.23 Unrealized +89.9%
NextEra Energy 1.1%
Value ($000) $1,991 Shares 8,222 Est. Cost $83.09 Unrealized
BA Boeing 1.0%
Value ($000) $1,961 Shares 6,019 Est. Cost $141.82 Unrealized +147.5%
ABT Abbott Laboratories 1.0%
Value ($000) $1,951 Shares 22,462 Est. Cost $33.03 Unrealized +128.0%
MMM 3M Co. 1.0%
Value ($000) $1,895 Shares 10,744 Est. Cost $73.01 Unrealized +53.1%
Truist Financial 1.0%
Value ($000) $1,847 Shares 32,786 Est. Cost $56.34 Unrealized
Cerner 1.0%
Value ($000) $1,816 Shares 24,739 Est. Cost $58.31 Unrealized
Alphabet Class A 0.9%
Value ($000) $1,781 Shares 1,330 Est. Cost $777.78 Unrealized
CSCO Cisco Systems 0.9%
Value ($000) $1,770 Shares 36,900 Est. Cost $18.26 Unrealized +111.2%
HON Honeywell 0.9%
Value ($000) $1,756 Shares 9,923 Est. Cost $62.75 Unrealized +129.3%
AT&T 0.9%
Value ($000) $1,664 Shares 42,569 Est. Cost $35.35 Unrealized
KMB Kimberly Clark 0.9%
Value ($000) $1,642 Shares 11,938 Est. Cost $88.50 Unrealized +22.9%
MAR Marriott Intl. Class A 0.9%
Value ($000) $1,640 Shares 10,833 Est. Cost $93.10 Unrealized +38.0%
XOM ExxonMobil 0.9%
Value ($000) $1,632 Shares 23,385 Est. Cost $54.10 Unrealized -3.8%
IBM IBM 0.9%
Value ($000) $1,620 Shares 12,083 Est. Cost $110.13 Unrealized -9.3%
UNH UnitedHealth Group 0.8%
Value ($000) $1,591 Shares 5,412 Est. Cost $84.77 Unrealized +179.1%
AVY Avery Dennison 0.8%
Value ($000) $1,555 Shares 11,883 Est. Cost $83.52 Unrealized +35.9%
IDXX IDEXX Laboratories 0.8%
Value ($000) $1,533 Shares 5,871 Est. Cost $83.49 Unrealized +215.6%
ROP Roper Technologies 0.8%
Value ($000) $1,501 Shares 4,236 Est. Cost $113.86 Unrealized +192.5%
META Facebook 0.8%
Value ($000) $1,490 Shares 7,261 Est. Cost $110.03 Unrealized +74.8%
ConocoPhillips 0.8%
Value ($000) $1,480 Shares 22,756 Est. Cost $58.70 Unrealized
Booking Holdings 0.7%
Value ($000) $1,386 Shares 675 Est. Cost $2077.71 Unrealized
NOC Northrop Grumman 0.7%
Value ($000) $1,363 Shares 3,964 Est. Cost $84.22 Unrealized +277.2%
Alphabet Class C 0.7%
Value ($000) $1,344 Shares 1,005 Est. Cost $758.90 Unrealized
PYPL PayPal 0.7%
Value ($000) $1,340 Shares 12,390 Est. Cost $37.64 Unrealized +176.2%
DOV Dover 0.7%
Value ($000) $1,296 Shares 11,243 Est. Cost $41.41 Unrealized +137.6%
INTU Intuit 0.7%
Value ($000) $1,276 Shares 4,873 Est. Cost $88.72 Unrealized +183.4%
FAST Fastenal Co. 0.7%
Value ($000) $1,264 Shares 34,208 Est. Cost $11.39 Unrealized +34.3%
HD Home Depot 0.7%
Value ($000) $1,246 Shares 5,706 Est. Cost $62.74 Unrealized +210.8%
NVDA Nvidia 0.7%
Value ($000) $1,230 Shares 5,228 Est. Cost $4.00 Unrealized +29.5%
CVS CVS Health 0.6%
Value ($000) $1,222 Shares 16,454 Est. Cost $48.19 Unrealized +19.9%
TXN Texas Instruments 0.6%
Value ($000) $1,195 Shares 9,318 Est. Cost $25.31 Unrealized +309.9%
SNA Snap-on 0.6%
Value ($000) $1,170 Shares 6,905 Est. Cost $125.48 Unrealized +10.6%
SBUX Starbucks 0.6%
Value ($000) $1,111 Shares 12,632 Est. Cost $34.96 Unrealized +113.1%
FDS Factset Research 0.6%
Value ($000) $1,066 Shares 3,973 Est. Cost $125.85 Unrealized +92.4%
Varian Med Sys Inc 0.6%
Value ($000) $1,060 Shares 7,465 Est. Cost $86.24 Unrealized
CLX Clorox 0.5%
Value ($000) $1,018 Shares 6,632 Est. Cost $72.62 Unrealized +71.5%
WFC Wells Fargo 0.5%
Value ($000) $1,004 Shares 18,654 Est. Cost $32.05 Unrealized +39.5%
Mastercard 0.5%
Value ($000) $992 Shares 3,322 Est. Cost $197.02 Unrealized
Globe Life 0.5%
Value ($000) $977 Shares 9,278 Est. Cost $96.12 Unrealized
Check Point Software 0.5%
Value ($000) $971 Shares 8,750 Est. Cost $106.64 Unrealized
Royal Dutch Shell 'A' 0.5%
Value ($000) $971 Shares 16,471 Est. Cost $62.03 Unrealized
LMT Lockheed Martin 0.5%
Value ($000) $969 Shares 2,489 Est. Cost $109.38 Unrealized +197.0%
UPS United Parcel Service Cl B 0.5%
Value ($000) $951 Shares 8,126 Est. Cost $91.95 Unrealized +1.0%
SWK Stanley Black & Becker 0.5%
Value ($000) $926 Shares 5,587 Est. Cost $102.41 Unrealized +25.6%
ADI Analog Devices 0.5%
Value ($000) $922 Shares 7,755 Est. Cost $60.07 Unrealized +67.9%
GPC Genuine Parts 0.5%
Value ($000) $920 Shares 8,660 Est. Cost $60.65 Unrealized +42.1%
INTC Intel 0.5%
Value ($000) $885 Shares 14,791 Est. Cost $40.87 Unrealized +20.5%
VMC Vulcan Materials 0.5%
Value ($000) $881 Shares 6,121 Est. Cost $116.12 Unrealized +17.0%
Walgreens Alliance Boots 0.5%
Value ($000) $880 Shares 14,932 Est. Cost $73.81 Unrealized
BMY Bristol-Myers Squibb 0.5%
Value ($000) $878 Shares 13,675 Est. Cost $38.73 Unrealized +16.7%
COR AmerisourceBergen 0.4%
Value ($000) $800 Shares 9,411 Est. Cost $44.50 Unrealized +60.0%
DCI Donaldson 0.4%
Value ($000) $792 Shares 13,752 Est. Cost $31.28 Unrealized +57.6%
Amcor PLC 0.4%
Value ($000) $784 Shares 72,354 Est. Cost $11.49 Unrealized
GIS General Mills 0.4%
Value ($000) $738 Shares 13,786 Est. Cost $32.92 Unrealized +30.0%
Valero Energy Corp 0.4%
Value ($000) $671 Shares 7,165 Est. Cost $65.41 Unrealized
LLY Eli Lilly 0.4%
Value ($000) $670 Shares 5,099 Est. Cost $45.17 Unrealized +138.1%
MTD Mettler-Toledo Int'l 0.4%
Value ($000) $670 Shares 844 Est. Cost $643.62 Unrealized +12.2%
DLTR Dollar Tree 0.4%
Value ($000) $665 Shares 7,072 Est. Cost $50.64 Unrealized +107.3%
BP BP 0.3%
Value ($000) $637 Shares 16,882 Est. Cost $42.30 Unrealized
CTAS Cintas 0.3%
Value ($000) $605 Shares 2,250 Est. Cost $46.76 Unrealized +32.4%
SJM J.M. Smucker 0.3%
Value ($000) $592 Shares 5,689 Est. Cost $92.23 Unrealized -6.1%
Principal Financial Group 0.3%
Value ($000) $581 Shares 10,566 Est. Cost $53.44 Unrealized
Unilever N.V. 0.3%
Value ($000) $567 Shares 9,862 Est. Cost $40.55 Unrealized
MKC McCormick 0.3%
Value ($000) $521 Shares 3,069 Est. Cost $35.07 Unrealized +108.9%
DE Deere 0.3%
Value ($000) $521 Shares 3,008 Est. Cost $70.31 Unrealized +124.7%
PPL Corp 0.3%
Value ($000) $518 Shares 14,437 Est. Cost $33.45 Unrealized
Constellation Brands 0.3%
Value ($000) $505 Shares 2,661 Est. Cost $183.54 Unrealized
AMD Advanced Micro 0.2%
Value ($000) $471 Shares 10,277 Est. Cost $31.36 Unrealized +17.4%
ADM Archer Daniels Midland 0.2%
Value ($000) $441 Shares 9,516 Est. Cost $34.90 Unrealized +2.4%
Medtronic 0.2%
Value ($000) $436 Shares 3,844 Est. Cost $81.41 Unrealized
PCAR PACCAR Inc. 0.2%
Value ($000) $413 Shares 5,215 Est. Cost $36.20 Unrealized +12.2%
PFE Pfizer 0.2%
Value ($000) $366 Shares 9,351 Est. Cost $27.01 Unrealized -1.1%
SLB Schlumberger Ltd. 0.2%
Value ($000) $321 Shares 7,975 Est. Cost $51.53 Unrealized -40.4%
ITT Corporation 0.2%
Value ($000) $306 Shares 4,135 Est. Cost $32.00 Unrealized
LUV Southwest Airlines 0.2%
Value ($000) $303 Shares 5,616 Est. Cost $53.21 Unrealized -3.6%
Duke Energy 0.2%
Value ($000) $288 Shares 3,158 Est. Cost $79.96 Unrealized
C Citigroup 0.1%
Value ($000) $277 Shares 3,469 Est. Cost $49.24 Unrealized +20.3%
SO Southern Company 0.1%
Value ($000) $274 Shares 4,299 Est. Cost $34.41 Unrealized +42.1%
AbbVie 0.1%
Value ($000) $264 Shares 2,978 Est. Cost $91.99 Unrealized
CI Cigna 0.1%
Value ($000) $258 Shares 1,261 Est. Cost $167.70 Unrealized 0.0%
IP International Paper 0.1%
Value ($000) $254 Shares 5,510 Est. Cost $31.89 Unrealized 0.0%
HSY Hershey Foods 0.1%
Value ($000) $254 Shares 1,726 Est. Cost $90.02 Unrealized +42.7%
Dominion Energy 0.1%
Value ($000) $250 Shares 3,015 Est. Cost $76.73 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $223 Shares 4,370 Est. Cost $39.09 Unrealized 0.0%
Quest Diagnostics 0.1%
Value ($000) $207 Shares 1,942 Est. Cost $107.11 Unrealized
NetApp 0.1%
Value ($000) $201 Shares 3,236 Est. Cost $62.11 Unrealized