EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 1, 2020

Total Value ($000): $141,493 (100.0% shares, 0.0% debt)

Holdings (118)

AMZN Amazon.com 2.0%
Value ($000) $2,841 Shares 1,457 Est. Cost $16.92 Unrealized +472.2%
AAPL Apple 1.9%
Value ($000) $2,644 Shares 10,396 Est. Cost $19.29 Unrealized +268.4%
COST Costco 1.9%
Value ($000) $2,619 Shares 9,186 Est. Cost $88.24 Unrealized +214.8%
MSFT Microsoft 1.7%
Value ($000) $2,438 Shares 15,461 Est. Cost $26.70 Unrealized +485.5%
TMO Thermo Fisher Scientific 1.7%
Value ($000) $2,411 Shares 8,501 Est. Cost $80.23 Unrealized +287.0%
Visa 1.7%
Value ($000) $2,369 Shares 14,705 Est. Cost $96.64 Unrealized
FISV Fiserv 1.7%
Value ($000) $2,354 Shares 24,783 Est. Cost $45.20 Unrealized +145.8%
DHR Danaher 1.6%
Value ($000) $2,329 Shares 16,830 Est. Cost $29.73 Unrealized +341.6%
BALL Ball Corp. 1.6%
Value ($000) $2,244 Shares 34,704 Est. Cost $27.97 Unrealized +133.5%
PG Procter & Gamble 1.6%
Value ($000) $2,209 Shares 20,086 Est. Cost $56.21 Unrealized +84.7%
CHD Church & Dwight 1.5%
Value ($000) $2,120 Shares 33,037 Est. Cost $36.32 Unrealized +82.4%
BDX Becton Dickinson 1.5%
Value ($000) $2,117 Shares 9,214 Est. Cost $104.60 Unrealized +115.1%
WMT Walmart 1.5%
Value ($000) $2,116 Shares 18,627 Est. Cost $23.48 Unrealized +50.7%
PEP PepsiCo 1.5%
Value ($000) $2,111 Shares 17,579 Est. Cost $57.77 Unrealized +95.2%
SYK Stryker 1.5%
Value ($000) $2,093 Shares 12,574 Est. Cost $56.92 Unrealized +222.1%
AMGN Amgen 1.5%
Value ($000) $2,090 Shares 10,311 Est. Cost $73.34 Unrealized +148.5%
ITW Illinois Tool Works 1.5%
Value ($000) $2,075 Shares 14,602 Est. Cost $55.95 Unrealized +163.8%
NKE Nike 1.4%
Value ($000) $2,046 Shares 24,727 Est. Cost $41.89 Unrealized +105.1%
Oracle Corp. 1.4%
Value ($000) $1,985 Shares 41,074 Est. Cost $31.25 Unrealized
EW Edwards Lifesciences 1.4%
Value ($000) $1,922 Shares 10,189 Est. Cost $31.07 Unrealized +132.1%
JNJ Johnson & Johnson 1.4%
Value ($000) $1,912 Shares 14,579 Est. Cost $62.23 Unrealized +93.1%
CL Colgate Palmolive 1.3%
Value ($000) $1,869 Shares 28,171 Est. Cost $45.74 Unrealized +34.5%
ADP Automatic Data Processing 1.3%
Value ($000) $1,860 Shares 13,605 Est. Cost $47.72 Unrealized +197.5%
ECL Ecolab 1.3%
Value ($000) $1,842 Shares 11,821 Est. Cost $73.90 Unrealized +138.6%
EXPD Expeditors Int'l 1.3%
Value ($000) $1,832 Shares 27,452 Est. Cost $65.85 Unrealized +1.0%
NextEra Energy 1.3%
Value ($000) $1,782 Shares 7,406 Est. Cost $83.09 Unrealized
JPM J.P. Morgan Chase 1.3%
Value ($000) $1,779 Shares 19,765 Est. Cost $37.03 Unrealized +179.8%
VZ Verizon 1.3%
Value ($000) $1,769 Shares 32,918 Est. Cost $29.48 Unrealized +39.1%
DIS Walt Disney 1.2%
Value ($000) $1,758 Shares 18,200 Est. Cost $58.47 Unrealized +111.3%
MCD McDonalds 1.2%
Value ($000) $1,754 Shares 10,607 Est. Cost $94.23 Unrealized +82.4%
ABT Abbott Laboratories 1.2%
Value ($000) $1,693 Shares 21,450 Est. Cost $33.03 Unrealized +128.1%
CSL Carlisle 1.2%
Value ($000) $1,669 Shares 13,320 Est. Cost $64.02 Unrealized +115.7%
GWW W.W. Grainger 1.2%
Value ($000) $1,651 Shares 6,643 Est. Cost $184.99 Unrealized +48.9%
AXP American Express 1.1%
Value ($000) $1,626 Shares 18,996 Est. Cost $59.31 Unrealized +81.4%
SHW Sherwin-Williams 1.1%
Value ($000) $1,611 Shares 3,506 Est. Cost $64.48 Unrealized +165.5%
APD Air Products & Chem. 1.1%
Value ($000) $1,571 Shares 7,871 Est. Cost $102.23 Unrealized +92.7%
AFL AFLAC 1.1%
Value ($000) $1,553 Shares 45,357 Est. Cost $28.31 Unrealized +40.1%
APH Amphenol 1.1%
Value ($000) $1,541 Shares 21,139 Est. Cost $10.70 Unrealized +110.6%
Cerner 1.1%
Value ($000) $1,525 Shares 24,214 Est. Cost $58.31 Unrealized
KMB Kimberly Clark 1.1%
Value ($000) $1,496 Shares 11,700 Est. Cost $88.50 Unrealized +26.7%
CTSH Cognizant Tech 1.1%
Value ($000) $1,494 Shares 32,153 Est. Cost $40.00 Unrealized +36.2%
Alphabet Class A 1.1%
Value ($000) $1,487 Shares 1,280 Est. Cost $777.78 Unrealized
MMM 3M Co. 1.1%
Value ($000) $1,487 Shares 10,893 Est. Cost $73.46 Unrealized +44.2%
CSCO Cisco Systems 1.0%
Value ($000) $1,452 Shares 36,944 Est. Cost $18.26 Unrealized +100.8%
ORLY O'Reilly Auto 1.0%
Value ($000) $1,431 Shares 4,753 Est. Cost $9.42 Unrealized +171.2%
IDXX IDEXX Laboratories 1.0%
Value ($000) $1,379 Shares 5,694 Est. Cost $83.49 Unrealized +212.6%
EMR Emerson Electric 1.0%
Value ($000) $1,362 Shares 28,579 Est. Cost $40.20 Unrealized +43.7%
IBM IBM 0.9%
Value ($000) $1,333 Shares 12,014 Est. Cost $110.13 Unrealized -10.8%
HON Honeywell 0.9%
Value ($000) $1,306 Shares 9,763 Est. Cost $62.75 Unrealized +117.6%
UNH UnitedHealth Group 0.9%
Value ($000) $1,302 Shares 5,222 Est. Cost $84.77 Unrealized +194.6%
NVDA Nvidia 0.9%
Value ($000) $1,299 Shares 4,928 Est. Cost $4.00 Unrealized +57.2%
United Technologies 0.9%
Value ($000) $1,289 Shares 13,667 Est. Cost $92.63 Unrealized
ROP Roper Technologies 0.9%
Value ($000) $1,218 Shares 3,907 Est. Cost $113.86 Unrealized +200.5%
AT&T 0.9%
Value ($000) $1,212 Shares 41,575 Est. Cost $35.35 Unrealized
FDS Factset Research 0.9%
Value ($000) $1,205 Shares 4,624 Est. Cost $144.35 Unrealized +78.2%
CVX Chevron Corp. 0.8%
Value ($000) $1,192 Shares 16,455 Est. Cost $71.73 Unrealized +6.0%
META Facebook 0.8%
Value ($000) $1,189 Shares 7,127 Est. Cost $110.03 Unrealized +76.7%
PYPL PayPal 0.8%
Value ($000) $1,166 Shares 12,175 Est. Cost $37.64 Unrealized +192.6%
AVY Avery Dennison 0.8%
Value ($000) $1,141 Shares 11,198 Est. Cost $83.52 Unrealized +32.6%
CLX Clorox 0.8%
Value ($000) $1,139 Shares 6,575 Est. Cost $72.62 Unrealized +91.0%
Alphabet Class C 0.8%
Value ($000) $1,110 Shares 955 Est. Cost $758.90 Unrealized
HD Home Depot 0.8%
Value ($000) $1,093 Shares 5,856 Est. Cost $66.00 Unrealized +188.1%
INTU Intuit 0.8%
Value ($000) $1,075 Shares 4,673 Est. Cost $88.72 Unrealized +194.1%
NOC Northrop Grumman 0.8%
Value ($000) $1,075 Shares 3,552 Est. Cost $84.22 Unrealized +274.6%
LOW Lowes 0.7%
Value ($000) $1,036 Shares 12,038 Est. Cost $46.18 Unrealized +112.8%
Medtronic 0.7%
Value ($000) $1,004 Shares 11,129 Est. Cost $87.17 Unrealized
FAST Fastenal Co. 0.7%
Value ($000) $1,000 Shares 31,988 Est. Cost $11.39 Unrealized +33.1%
CVS CVS Health 0.7%
Value ($000) $981 Shares 16,542 Est. Cost $48.19 Unrealized +14.8%
D.R. Horton 0.7%
Value ($000) $980 Shares 28,837 Est. Cost $36.26 Unrealized
SBUX Starbucks 0.7%
Value ($000) $956 Shares 14,543 Est. Cost $39.69 Unrealized +78.9%
DOV Dover 0.7%
Value ($000) $938 Shares 11,179 Est. Cost $41.41 Unrealized +136.1%
Check Point Software 0.6%
Value ($000) $909 Shares 9,045 Est. Cost $106.44 Unrealized
TXN Texas Instruments 0.6%
Value ($000) $908 Shares 9,083 Est. Cost $25.31 Unrealized +301.6%
Booking Holdings 0.6%
Value ($000) $864 Shares 642 Est. Cost $2077.71 Unrealized
BA Boeing 0.6%
Value ($000) $863 Shares 5,786 Est. Cost $141.82 Unrealized +92.4%
UPS United Parcel Service Cl B 0.6%
Value ($000) $853 Shares 9,131 Est. Cost $90.84 Unrealized -9.9%
XOM ExxonMobil 0.6%
Value ($000) $827 Shares 21,780 Est. Cost $54.10 Unrealized -22.2%
COR AmerisourceBergen 0.6%
Value ($000) $797 Shares 9,001 Est. Cost $44.50 Unrealized +67.7%
LMT Lockheed Martin 0.6%
Value ($000) $791 Shares 2,334 Est. Cost $109.38 Unrealized +206.2%
INTC Intel 0.6%
Value ($000) $791 Shares 14,607 Est. Cost $40.87 Unrealized +28.0%
BMY Bristol-Myers Squibb 0.5%
Value ($000) $775 Shares 13,910 Est. Cost $38.89 Unrealized +24.9%
Mastercard 0.5%
Value ($000) $724 Shares 2,997 Est. Cost $197.02 Unrealized
Varian Med Sys Inc 0.5%
Value ($000) $721 Shares 7,020 Est. Cost $86.24 Unrealized
SNA Snap-on 0.5%
Value ($000) $708 Shares 6,510 Est. Cost $125.48 Unrealized +0.8%
GIS General Mills 0.5%
Value ($000) $693 Shares 13,135 Est. Cost $32.92 Unrealized +31.6%
ADI Analog Devices 0.5%
Value ($000) $678 Shares 7,563 Est. Cost $60.07 Unrealized +63.7%
LLY Eli Lilly 0.5%
Value ($000) $664 Shares 4,790 Est. Cost $45.17 Unrealized +183.8%
SJM J.M. Smucker 0.4%
Value ($000) $621 Shares 5,599 Est. Cost $92.23 Unrealized -4.3%
VMC Vulcan Materials 0.4%
Value ($000) $617 Shares 5,709 Est. Cost $116.12 Unrealized +4.6%
Globe Life 0.4%
Value ($000) $568 Shares 7,895 Est. Cost $96.12 Unrealized
GPC Genuine Parts 0.4%
Value ($000) $552 Shares 8,194 Est. Cost $60.65 Unrealized +24.0%
Royal Dutch Shell 'A' 0.4%
Value ($000) $552 Shares 15,827 Est. Cost $62.03 Unrealized
DCI Donaldson 0.4%
Value ($000) $524 Shares 13,552 Est. Cost $31.28 Unrealized +42.4%
SWK Stanley Black & Becker 0.4%
Value ($000) $501 Shares 5,015 Est. Cost $102.41 Unrealized +16.3%
DLTR Dollar Tree 0.3%
Value ($000) $483 Shares 6,572 Est. Cost $50.64 Unrealized +68.1%
Walgreens Alliance Boots 0.3%
Value ($000) $480 Shares 10,481 Est. Cost $73.81 Unrealized
AMD Advanced Micro 0.3%
Value ($000) $477 Shares 10,497 Est. Cost $31.71 Unrealized +51.9%
Unilever N.V. 0.3%
Value ($000) $473 Shares 9,692 Est. Cost $40.55 Unrealized
Amcor PLC 0.3%
Value ($000) $453 Shares 55,758 Est. Cost $11.49 Unrealized
Merck 0.3%
Value ($000) $450 Shares 5,854 Est. Cost $76.87 Unrealized
Truist Financial 0.3%
Value ($000) $449 Shares 14,559 Est. Cost $56.34 Unrealized
MKC McCormick 0.3%
Value ($000) $433 Shares 3,064 Est. Cost $35.07 Unrealized +96.7%
DE Deere 0.3%
Value ($000) $414 Shares 2,993 Est. Cost $70.31 Unrealized +107.2%
CTAS Cintas 0.3%
Value ($000) $389 Shares 2,245 Est. Cost $46.76 Unrealized +32.1%
Constellation Brands 0.3%
Value ($000) $363 Shares 2,531 Est. Cost $183.54 Unrealized
ConocoPhillips 0.2%
Value ($000) $337 Shares 10,930 Est. Cost $58.70 Unrealized
MTD Mettler-Toledo Int'l 0.2%
Value ($000) $325 Shares 471 Est. Cost $643.62 Unrealized +15.9%
BP BP 0.2%
Value ($000) $321 Shares 13,152 Est. Cost $42.30 Unrealized
PPL Corp 0.2%
Value ($000) $319 Shares 12,917 Est. Cost $33.45 Unrealized
PFE Pfizer 0.2%
Value ($000) $315 Shares 9,666 Est. Cost $26.97 Unrealized -4.2%
MAR Marriott Intl. Class A 0.2%
Value ($000) $283 Shares 3,788 Est. Cost $93.10 Unrealized +28.5%
Principal Financial Group 0.2%
Value ($000) $272 Shares 8,671 Est. Cost $53.44 Unrealized
PCAR PACCAR Inc. 0.2%
Value ($000) $252 Shares 4,116 Est. Cost $36.20 Unrealized +5.6%
Dominion Energy 0.2%
Value ($000) $245 Shares 3,391 Est. Cost $76.23 Unrealized
Valero Energy Corp 0.2%
Value ($000) $242 Shares 5,341 Est. Cost $65.41 Unrealized
Duke Energy 0.2%
Value ($000) $224 Shares 2,774 Est. Cost $79.96 Unrealized
CI Cigna 0.2%
Value ($000) $223 Shares 1,256 Est. Cost $167.70 Unrealized +5.8%
HSY Hershey Foods 0.2%
Value ($000) $213 Shares 1,611 Est. Cost $90.02 Unrealized +42.7%