EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 29, 2020

Total Value ($000): $164,652 (100.0% shares, 0.0% debt)

Holdings (120)

AMZN Amazon.com 2.2%
Value ($000) $3,625 Shares 1,314 Est. Cost $16.92 Unrealized +614.0%
AAPL Apple 2.1%
Value ($000) $3,463 Shares 9,493 Est. Cost $19.29 Unrealized +289.3%
TMO Thermo Fisher Scientific 1.8%
Value ($000) $2,965 Shares 8,182 Est. Cost $80.23 Unrealized +311.7%
MSFT Microsoft 1.8%
Value ($000) $2,892 Shares 14,211 Est. Cost $26.70 Unrealized +548.1%
DHR Danaher 1.7%
Value ($000) $2,801 Shares 15,839 Est. Cost $29.73 Unrealized +370.9%
Visa 1.7%
Value ($000) $2,732 Shares 14,145 Est. Cost $96.64 Unrealized
COST Costco 1.6%
Value ($000) $2,713 Shares 8,948 Est. Cost $88.24 Unrealized +216.4%
ITW Illinois Tool Works 1.5%
Value ($000) $2,537 Shares 14,507 Est. Cost $55.95 Unrealized +155.4%
CHD Church & Dwight 1.5%
Value ($000) $2,526 Shares 32,672 Est. Cost $36.32 Unrealized +87.5%
AMGN Amgen 1.5%
Value ($000) $2,390 Shares 10,135 Est. Cost $73.34 Unrealized +161.3%
BALL Ball Corp. 1.4%
Value ($000) $2,363 Shares 33,999 Est. Cost $27.97 Unrealized +125.9%
FISV Fiserv 1.4%
Value ($000) $2,356 Shares 24,136 Est. Cost $45.20 Unrealized +122.8%
ECL Ecolab 1.4%
Value ($000) $2,350 Shares 11,814 Est. Cost $73.90 Unrealized +146.5%
PG Procter & Gamble 1.4%
Value ($000) $2,349 Shares 19,644 Est. Cost $56.21 Unrealized +80.6%
NKE Nike 1.4%
Value ($000) $2,345 Shares 23,914 Est. Cost $41.89 Unrealized +104.0%
PEP PepsiCo 1.4%
Value ($000) $2,321 Shares 17,545 Est. Cost $57.77 Unrealized +91.8%
SYK Stryker 1.4%
Value ($000) $2,243 Shares 12,449 Est. Cost $56.92 Unrealized +205.2%
Oracle Corp. 1.3%
Value ($000) $2,217 Shares 40,119 Est. Cost $31.25 Unrealized
WMT Walmart 1.3%
Value ($000) $2,210 Shares 18,454 Est. Cost $23.48 Unrealized +62.2%
APD Air Products & Chem. 1.3%
Value ($000) $2,207 Shares 9,139 Est. Cost $115.61 Unrealized +71.8%
BDX Becton Dickinson 1.3%
Value ($000) $2,141 Shares 8,947 Est. Cost $104.60 Unrealized +110.6%
EW Edwards Lifesciences 1.3%
Value ($000) $2,111 Shares 30,542 Est. Cost $57.72 Unrealized +23.1%
GWW W.W. Grainger 1.3%
Value ($000) $2,075 Shares 6,605 Est. Cost $184.99 Unrealized +46.3%
PYPL PayPal 1.2%
Value ($000) $2,055 Shares 11,792 Est. Cost $37.64 Unrealized +266.3%
EXPD Expeditors Int'l 1.2%
Value ($000) $2,042 Shares 26,858 Est. Cost $65.85 Unrealized +3.7%
DIS Walt Disney 1.2%
Value ($000) $2,026 Shares 18,168 Est. Cost $58.47 Unrealized +84.5%
APH Amphenol 1.2%
Value ($000) $2,025 Shares 21,139 Est. Cost $10.70 Unrealized +97.8%
MCD McDonalds 1.2%
Value ($000) $2,014 Shares 10,917 Est. Cost $96.13 Unrealized +67.5%
CL Colgate Palmolive 1.2%
Value ($000) $1,985 Shares 27,094 Est. Cost $45.74 Unrealized +36.3%
ADP Automatic Data Processing 1.2%
Value ($000) $1,974 Shares 13,255 Est. Cost $47.72 Unrealized +166.1%
ABT Abbott Laboratories 1.2%
Value ($000) $1,968 Shares 21,525 Est. Cost $33.03 Unrealized +148.1%
JNJ Johnson & Johnson 1.2%
Value ($000) $1,957 Shares 13,914 Est. Cost $62.23 Unrealized +99.6%
ORLY O'Reilly Auto 1.2%
Value ($000) $1,937 Shares 4,594 Est. Cost $9.42 Unrealized +177.4%
SHW Sherwin-Williams 1.2%
Value ($000) $1,926 Shares 3,333 Est. Cost $64.48 Unrealized +166.1%
CTSH Cognizant Tech 1.1%
Value ($000) $1,856 Shares 32,664 Est. Cost $40.15 Unrealized +22.8%
JPM J.P. Morgan Chase 1.1%
Value ($000) $1,844 Shares 19,607 Est. Cost $37.03 Unrealized +120.7%
EMR Emerson Electric 1.1%
Value ($000) $1,825 Shares 29,429 Est. Cost $40.49 Unrealized +24.2%
NVDA Nvidia 1.1%
Value ($000) $1,810 Shares 4,764 Est. Cost $4.00 Unrealized +101.6%
AXP American Express 1.1%
Value ($000) $1,803 Shares 18,934 Est. Cost $59.31 Unrealized +44.3%
VZ Verizon 1.1%
Value ($000) $1,772 Shares 32,142 Est. Cost $29.48 Unrealized +38.3%
KMB Kimberly Clark 1.1%
Value ($000) $1,757 Shares 12,428 Est. Cost $89.92 Unrealized +25.3%
Alphabet Class A 1.1%
Value ($000) $1,737 Shares 1,225 Est. Cost $777.78 Unrealized
MMM 3M Co. 1.0%
Value ($000) $1,702 Shares 10,908 Est. Cost $73.46 Unrealized +39.4%
NextEra Energy 1.0%
Value ($000) $1,702 Shares 7,085 Est. Cost $83.09 Unrealized
CSCO Cisco Systems 1.0%
Value ($000) $1,702 Shares 36,488 Est. Cost $18.26 Unrealized +102.6%
IDXX IDEXX Laboratories 1.0%
Value ($000) $1,685 Shares 5,105 Est. Cost $83.49 Unrealized +246.8%
AFL AFLAC 1.0%
Value ($000) $1,652 Shares 45,858 Est. Cost $28.35 Unrealized +11.4%
CSL Carlisle 1.0%
Value ($000) $1,628 Shares 13,600 Est. Cost $65.02 Unrealized +72.8%
Cerner 1.0%
Value ($000) $1,607 Shares 23,449 Est. Cost $58.31 Unrealized
LOW Lowes 1.0%
Value ($000) $1,573 Shares 11,643 Est. Cost $46.18 Unrealized +123.7%
META Facebook 1.0%
Value ($000) $1,571 Shares 6,917 Est. Cost $110.03 Unrealized +88.4%
D.R. Horton 0.9%
Value ($000) $1,562 Shares 28,177 Est. Cost $36.26 Unrealized
UNH UnitedHealth Group 0.9%
Value ($000) $1,522 Shares 5,161 Est. Cost $84.77 Unrealized +208.0%
FDS Factset Research 0.9%
Value ($000) $1,501 Shares 4,571 Est. Cost $144.35 Unrealized +89.8%
CLX Clorox 0.9%
Value ($000) $1,456 Shares 6,635 Est. Cost $72.62 Unrealized +132.4%
ROP Roper Technologies 0.9%
Value ($000) $1,446 Shares 3,725 Est. Cost $113.86 Unrealized +204.3%
CVX Chevron Corp. 0.9%
Value ($000) $1,435 Shares 16,078 Est. Cost $71.73 Unrealized -2.7%
HON Honeywell 0.9%
Value ($000) $1,418 Shares 9,808 Est. Cost $62.75 Unrealized +87.8%
INTU Intuit 0.9%
Value ($000) $1,409 Shares 4,758 Est. Cost $91.87 Unrealized +188.3%
HD Home Depot 0.8%
Value ($000) $1,364 Shares 5,446 Est. Cost $66.00 Unrealized +202.6%
GPC Genuine Parts 0.8%
Value ($000) $1,359 Shares 15,624 Est. Cost $63.83 Unrealized +5.5%
NOC Northrop Grumman 0.8%
Value ($000) $1,342 Shares 4,366 Est. Cost $124.17 Unrealized +140.4%
Alphabet Class C 0.8%
Value ($000) $1,329 Shares 940 Est. Cost $758.90 Unrealized
FAST Fastenal Co. 0.8%
Value ($000) $1,290 Shares 30,118 Est. Cost $11.39 Unrealized +45.6%
AVY Avery Dennison 0.8%
Value ($000) $1,269 Shares 11,123 Est. Cost $83.52 Unrealized +19.5%
IBM IBM 0.8%
Value ($000) $1,242 Shares 10,283 Est. Cost $110.13 Unrealized -17.0%
AT&T 0.7%
Value ($000) $1,230 Shares 40,690 Est. Cost $35.35 Unrealized
TXN Texas Instruments 0.7%
Value ($000) $1,171 Shares 9,223 Est. Cost $26.44 Unrealized +276.5%
CVS CVS Health 0.7%
Value ($000) $1,122 Shares 17,275 Est. Cost $48.37 Unrealized +8.7%
SBUX Starbucks 0.7%
Value ($000) $1,086 Shares 14,762 Est. Cost $40.09 Unrealized +65.5%
DOV Dover 0.6%
Value ($000) $1,056 Shares 10,934 Est. Cost $41.41 Unrealized +106.7%
Merck 0.6%
Value ($000) $1,021 Shares 13,199 Est. Cost $77.14 Unrealized
Booking Holdings 0.6%
Value ($000) $1,018 Shares 639 Est. Cost $2077.71 Unrealized
Medtronic 0.6%
Value ($000) $1,018 Shares 11,096 Est. Cost $87.17 Unrealized
UPS United Parcel Service Cl B 0.6%
Value ($000) $1,005 Shares 9,036 Est. Cost $90.84 Unrealized -12.2%
XOM ExxonMobil 0.6%
Value ($000) $969 Shares 21,678 Est. Cost $54.10 Unrealized -35.6%
Check Point Software 0.6%
Value ($000) $952 Shares 8,860 Est. Cost $106.44 Unrealized
AMD Advanced Micro 0.6%
Value ($000) $927 Shares 17,620 Est. Cost $40.33 Unrealized +31.5%
ADI Analog Devices 0.6%
Value ($000) $918 Shares 7,488 Est. Cost $60.07 Unrealized +65.4%
COR AmerisourceBergen 0.5%
Value ($000) $898 Shares 8,911 Est. Cost $44.50 Unrealized +78.8%
INTC Intel 0.5%
Value ($000) $896 Shares 14,982 Est. Cost $41.18 Unrealized +29.2%
Varian Med Sys Inc 0.5%
Value ($000) $834 Shares 6,810 Est. Cost $86.24 Unrealized
BMY Bristol-Myers Squibb 0.5%
Value ($000) $829 Shares 14,091 Est. Cost $39.01 Unrealized +22.8%
LMT Lockheed Martin 0.5%
Value ($000) $799 Shares 2,189 Est. Cost $109.38 Unrealized +196.0%
LLY Eli Lilly 0.5%
Value ($000) $792 Shares 4,824 Est. Cost $45.17 Unrealized +218.6%
GIS General Mills 0.5%
Value ($000) $773 Shares 12,535 Est. Cost $32.92 Unrealized +51.6%
SNA Snap-on 0.5%
Value ($000) $770 Shares 5,557 Est. Cost $125.48 Unrealized -12.6%
Raytheon Technologies 0.5%
Value ($000) $743 Shares 12,052 Est. Cost $61.65 Unrealized
SWK Stanley Black & Becker 0.4%
Value ($000) $697 Shares 5,000 Est. Cost $102.41 Unrealized -1.2%
DCI Donaldson 0.4%
Value ($000) $636 Shares 13,667 Est. Cost $31.28 Unrealized +29.0%
DLTR Dollar Tree 0.4%
Value ($000) $634 Shares 6,840 Est. Cost $51.92 Unrealized +60.6%
VMC Vulcan Materials 0.4%
Value ($000) $630 Shares 5,439 Est. Cost $116.12 Unrealized -10.0%
Truist Financial 0.4%
Value ($000) $609 Shares 16,229 Est. Cost $54.40 Unrealized
SJM J.M. Smucker 0.4%
Value ($000) $608 Shares 5,750 Est. Cost $92.26 Unrealized +1.3%
Amcor PLC 0.3%
Value ($000) $575 Shares 56,342 Est. Cost $11.47 Unrealized
CTAS Cintas 0.3%
Value ($000) $570 Shares 2,141 Est. Cost $46.76 Unrealized +16.9%
BA Boeing 0.3%
Value ($000) $563 Shares 3,070 Est. Cost $141.82 Unrealized +8.4%
Mastercard 0.3%
Value ($000) $559 Shares 1,892 Est. Cost $197.02 Unrealized
Unilever N.V. 0.3%
Value ($000) $513 Shares 9,622 Est. Cost $40.55 Unrealized
Globe Life 0.3%
Value ($000) $506 Shares 6,815 Est. Cost $96.12 Unrealized
MKC McCormick 0.3%
Value ($000) $492 Shares 2,744 Est. Cost $35.07 Unrealized +109.5%
Constellation Brands 0.3%
Value ($000) $491 Shares 2,808 Est. Cost $182.68 Unrealized
DE Deere 0.3%
Value ($000) $466 Shares 2,965 Est. Cost $70.31 Unrealized +90.9%
ConocoPhillips 0.3%
Value ($000) $455 Shares 10,832 Est. Cost $58.70 Unrealized
Royal Dutch Shell 'A' 0.3%
Value ($000) $430 Shares 13,142 Est. Cost $62.03 Unrealized
Walgreens Alliance Boots 0.2%
Value ($000) $399 Shares 9,422 Est. Cost $73.81 Unrealized
MTD Mettler-Toledo Int'l 0.2%
Value ($000) $387 Shares 481 Est. Cost $645.71 Unrealized +15.2%
AbbVie 0.2%
Value ($000) $341 Shares 3,477 Est. Cost $98.07 Unrealized
PFE Pfizer 0.2%
Value ($000) $315 Shares 9,641 Est. Cost $26.97 Unrealized -3.6%
PCAR PACCAR Inc. 0.2%
Value ($000) $308 Shares 4,116 Est. Cost $36.20 Unrealized +5.4%
FITB Fifth Third Bancorp 0.2%
Value ($000) $299 Shares 15,495 Est. Cost $14.84 Unrealized 0.0%
Netflix 0.2%
Value ($000) $299 Shares 657 Est. Cost $455.10 Unrealized
Valero Energy Corp 0.2%
Value ($000) $297 Shares 5,047 Est. Cost $65.41 Unrealized
Principal Financial Group 0.2%
Value ($000) $294 Shares 7,066 Est. Cost $53.44 Unrealized
Dominion Energy 0.2%
Value ($000) $275 Shares 3,391 Est. Cost $76.23 Unrealized
CI Cigna 0.2%
Value ($000) $247 Shares 1,316 Est. Cost $167.97 Unrealized +3.3%
ITT Corporation 0.1%
Value ($000) $243 Shares 4,135 Est. Cost $58.77 Unrealized
Quest Diagnostics 0.1%
Value ($000) $234 Shares 2,057 Est. Cost $113.76 Unrealized
Duke Energy 0.1%
Value ($000) $224 Shares 2,804 Est. Cost $79.96 Unrealized
PPL Corp 0.1%
Value ($000) $218 Shares 8,437 Est. Cost $33.45 Unrealized