EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 2, 2021

Total Value ($000): $185,614 (100.0% shares, 0.0% debt)

Holdings (132)

AAPL Apple 2.1%
Value ($000) $3,895 Shares 29,352 Est. Cost $77.97 Unrealized +50.1%
AMZN Amazon.com 1.8%
Value ($000) $3,413 Shares 1,048 Est. Cost $16.92 Unrealized +843.4%
TMO Thermo Fisher Scientific 1.7%
Value ($000) $3,084 Shares 6,621 Est. Cost $80.23 Unrealized +476.5%
DIS Walt Disney 1.6%
Value ($000) $3,003 Shares 16,574 Est. Cost $58.47 Unrealized +139.8%
COST Costco 1.6%
Value ($000) $2,981 Shares 7,912 Est. Cost $88.24 Unrealized +293.7%
SYK Stryker 1.5%
Value ($000) $2,873 Shares 11,725 Est. Cost $56.92 Unrealized +277.0%
DHR Danaher 1.5%
Value ($000) $2,794 Shares 12,577 Est. Cost $29.73 Unrealized +559.2%
Visa 1.5%
Value ($000) $2,782 Shares 12,718 Est. Cost $96.64 Unrealized
BALL Ball Corp. 1.5%
Value ($000) $2,756 Shares 29,581 Est. Cost $27.97 Unrealized +210.3%
NKE Nike 1.5%
Value ($000) $2,732 Shares 19,315 Est. Cost $41.89 Unrealized +194.2%
ITW Illinois Tool Works 1.5%
Value ($000) $2,729 Shares 13,386 Est. Cost $55.95 Unrealized +223.5%
MSFT Microsoft 1.5%
Value ($000) $2,719 Shares 12,224 Est. Cost $26.70 Unrealized +671.6%
CHD Church & Dwight 1.4%
Value ($000) $2,594 Shares 29,736 Est. Cost $36.32 Unrealized +129.5%
FISV Fiserv 1.4%
Value ($000) $2,592 Shares 22,768 Est. Cost $45.20 Unrealized +138.4%
EW Edwards Lifesciences 1.4%
Value ($000) $2,554 Shares 27,992 Est. Cost $58.28 Unrealized +42.3%
PG Procter & Gamble 1.3%
Value ($000) $2,479 Shares 17,813 Est. Cost $57.33 Unrealized +114.8%
APH Amphenol 1.3%
Value ($000) $2,474 Shares 18,917 Est. Cost $10.70 Unrealized +173.7%
GWW W.W. Grainger 1.3%
Value ($000) $2,439 Shares 5,974 Est. Cost $184.99 Unrealized +100.8%
WMT Walmart 1.3%
Value ($000) $2,437 Shares 16,909 Est. Cost $23.48 Unrealized +92.7%
PEP PepsiCo 1.3%
Value ($000) $2,428 Shares 16,374 Est. Cost $57.77 Unrealized +109.9%
CTSH Cognizant Tech 1.3%
Value ($000) $2,398 Shares 29,262 Est. Cost $40.15 Unrealized +75.2%
EXPD Expeditors Int'l 1.3%
Value ($000) $2,394 Shares 25,167 Est. Cost $66.24 Unrealized +29.4%
ECL Ecolab 1.3%
Value ($000) $2,368 Shares 10,943 Est. Cost $76.33 Unrealized +158.7%
PYPL PayPal 1.3%
Value ($000) $2,355 Shares 10,055 Est. Cost $37.64 Unrealized +449.2%
Oracle Corp. 1.3%
Value ($000) $2,342 Shares 36,211 Est. Cost $31.25 Unrealized
JPM J.P. Morgan Chase 1.2%
Value ($000) $2,317 Shares 18,235 Est. Cost $37.85 Unrealized +159.3%
APD Air Products & Chem. 1.2%
Value ($000) $2,285 Shares 8,362 Est. Cost $115.61 Unrealized +114.1%
CL Colgate Palmolive 1.2%
Value ($000) $2,225 Shares 26,015 Est. Cost $46.53 Unrealized +57.8%
EMR Emerson Electric 1.2%
Value ($000) $2,181 Shares 27,134 Est. Cost $41.09 Unrealized +62.6%
AMGN Amgen 1.2%
Value ($000) $2,171 Shares 9,444 Est. Cost $73.34 Unrealized +167.7%
AXP American Express 1.2%
Value ($000) $2,147 Shares 17,760 Est. Cost $59.31 Unrealized +75.1%
SHW Sherwin-Williams 1.2%
Value ($000) $2,146 Shares 2,920 Est. Cost $64.48 Unrealized +251.6%
ADP Automatic Data Processing 1.1%
Value ($000) $2,122 Shares 12,043 Est. Cost $47.72 Unrealized +209.0%
BDX Becton Dickinson 1.1%
Value ($000) $2,118 Shares 8,463 Est. Cost $106.02 Unrealized +102.4%
MCD McDonalds 1.1%
Value ($000) $2,111 Shares 9,836 Est. Cost $96.13 Unrealized +101.0%
ABT Abbott Laboratories 1.1%
Value ($000) $2,103 Shares 19,208 Est. Cost $33.03 Unrealized +200.5%
Alphabet Class A 1.1%
Value ($000) $2,021 Shares 1,153 Est. Cost $777.78 Unrealized
JNJ Johnson & Johnson 1.1%
Value ($000) $1,979 Shares 12,576 Est. Cost $62.23 Unrealized +104.9%
AFL AFLAC 1.0%
Value ($000) $1,932 Shares 43,437 Est. Cost $28.43 Unrealized +27.8%
HON Honeywell 1.0%
Value ($000) $1,909 Shares 8,977 Est. Cost $62.75 Unrealized +160.9%
CSL Carlisle 1.0%
Value ($000) $1,886 Shares 12,073 Est. Cost $65.02 Unrealized +103.7%
NextEra Energy 1.0%
Value ($000) $1,865 Shares 24,170 Est. Cost $78.62 Unrealized
ORLY O'Reilly Auto 1.0%
Value ($000) $1,857 Shares 4,103 Est. Cost $9.73 Unrealized +210.3%
VZ Verizon 1.0%
Value ($000) $1,824 Shares 31,043 Est. Cost $29.85 Unrealized +47.4%
CSCO Cisco Systems 1.0%
Value ($000) $1,807 Shares 40,389 Est. Cost $19.95 Unrealized +76.8%
UNH UnitedHealth Group 1.0%
Value ($000) $1,803 Shares 5,141 Est. Cost $84.77 Unrealized +263.6%
MMM 3M Co. 1.0%
Value ($000) $1,772 Shares 10,140 Est. Cost $73.46 Unrealized +60.0%
IDXX IDEXX Laboratories 0.9%
Value ($000) $1,754 Shares 3,509 Est. Cost $83.49 Unrealized +435.9%
INTU Intuit 0.9%
Value ($000) $1,740 Shares 4,580 Est. Cost $91.87 Unrealized +270.4%
META Facebook 0.9%
Value ($000) $1,736 Shares 6,354 Est. Cost $110.03 Unrealized +147.4%
CVS CVS Health 0.9%
Value ($000) $1,734 Shares 25,391 Est. Cost $49.74 Unrealized +11.0%
Cerner 0.9%
Value ($000) $1,707 Shares 21,746 Est. Cost $58.57 Unrealized
D.R. Horton 0.9%
Value ($000) $1,666 Shares 24,173 Est. Cost $36.26 Unrealized
LOW Lowes 0.9%
Value ($000) $1,664 Shares 10,370 Est. Cost $46.18 Unrealized +220.6%
NVDA Nvidia 0.9%
Value ($000) $1,606 Shares 3,076 Est. Cost $4.00 Unrealized +233.9%
SBUX Starbucks 0.9%
Value ($000) $1,599 Shares 14,947 Est. Cost $40.51 Unrealized +110.2%
AVY Avery Dennison 0.9%
Value ($000) $1,596 Shares 10,288 Est. Cost $83.52 Unrealized +59.0%
KMB Kimberly Clark 0.8%
Value ($000) $1,501 Shares 11,132 Est. Cost $89.92 Unrealized +29.0%
TXN Texas Instruments 0.8%
Value ($000) $1,465 Shares 8,927 Est. Cost $26.44 Unrealized +409.2%
BMY Bristol-Myers Squibb 0.8%
Value ($000) $1,465 Shares 23,614 Est. Cost $43.63 Unrealized +14.7%
Booking Holdings 0.8%
Value ($000) $1,457 Shares 654 Est. Cost $2080.23 Unrealized
CLX Clorox 0.8%
Value ($000) $1,456 Shares 7,211 Est. Cost $83.48 Unrealized +111.3%
NOC Northrop Grumman 0.8%
Value ($000) $1,419 Shares 4,657 Est. Cost $134.20 Unrealized +109.3%
GPC Genuine Parts 0.8%
Value ($000) $1,417 Shares 14,108 Est. Cost $64.31 Unrealized +31.9%
FDS Factset Research 0.8%
Value ($000) $1,403 Shares 4,219 Est. Cost $147.86 Unrealized +112.9%
ROP Roper Technologies 0.8%
Value ($000) $1,394 Shares 3,234 Est. Cost $113.86 Unrealized +249.8%
DOV Dover 0.7%
Value ($000) $1,371 Shares 10,858 Est. Cost $41.41 Unrealized +168.3%
AMD Advanced Micro 0.7%
Value ($000) $1,320 Shares 14,394 Est. Cost $40.33 Unrealized +114.0%
HD Home Depot 0.7%
Value ($000) $1,317 Shares 4,959 Est. Cost $69.06 Unrealized +251.1%
Alphabet Class C 0.7%
Value ($000) $1,312 Shares 749 Est. Cost $758.90 Unrealized
FAST Fastenal Co. 0.7%
Value ($000) $1,305 Shares 26,732 Est. Cost $11.39 Unrealized +81.9%
INTC Intel 0.7%
Value ($000) $1,227 Shares 24,620 Est. Cost $43.40 Unrealized +1.4%
SJM J.M. Smucker 0.6%
Value ($000) $1,183 Shares 10,231 Est. Cost $94.45 Unrealized +4.0%
Check Point Software 0.6%
Value ($000) $1,170 Shares 8,804 Est. Cost $107.07 Unrealized
ADI Analog Devices 0.6%
Value ($000) $1,160 Shares 7,852 Est. Cost $62.50 Unrealized +93.9%
Medtronic 0.6%
Value ($000) $1,135 Shares 9,690 Est. Cost $87.17 Unrealized
AT&T 0.6%
Value ($000) $1,090 Shares 37,884 Est. Cost $34.63 Unrealized
CVX Chevron Corp. 0.6%
Value ($000) $1,075 Shares 12,734 Est. Cost $71.73 Unrealized -9.4%
Activision Blizzard 0.6%
Value ($000) $1,075 Shares 11,582 Est. Cost $84.57 Unrealized
Salesforce 0.5%
Value ($000) $990 Shares 4,449 Est. Cost $222.52 Unrealized
Varian Med Sys Inc 0.5%
Value ($000) $976 Shares 5,576 Est. Cost $91.17 Unrealized
Merck 0.5%
Value ($000) $965 Shares 11,800 Est. Cost $77.28 Unrealized
UPS United Parcel Service Cl B 0.5%
Value ($000) $950 Shares 5,640 Est. Cost $90.84 Unrealized +50.7%
SWK Stanley Black & Decker 0.5%
Value ($000) $931 Shares 5,213 Est. Cost $103.61 Unrealized +44.8%
SNA Snap-on 0.5%
Value ($000) $916 Shares 5,354 Est. Cost $125.48 Unrealized +16.7%
VMC Vulcan Materials 0.5%
Value ($000) $867 Shares 5,848 Est. Cost $116.80 Unrealized +17.1%
DE Deere 0.5%
Value ($000) $863 Shares 3,208 Est. Cost $83.24 Unrealized +178.9%
Adobe Systems 0.5%
Value ($000) $858 Shares 1,716 Est. Cost $493.01 Unrealized
LLY Eli Lilly 0.4%
Value ($000) $804 Shares 4,764 Est. Cost $45.17 Unrealized +213.0%
COR AmerisourceBergen 0.4%
Value ($000) $794 Shares 8,124 Est. Cost $44.50 Unrealized +100.8%
DLTR Dollar Tree 0.4%
Value ($000) $776 Shares 7,185 Est. Cost $53.95 Unrealized +86.1%
Lam Research 0.4%
Value ($000) $765 Shares 1,619 Est. Cost $346.68 Unrealized
GIS General Mills 0.4%
Value ($000) $762 Shares 12,960 Est. Cost $34.38 Unrealized +47.9%
LMT Lockheed Martin 0.4%
Value ($000) $759 Shares 2,139 Est. Cost $146.00 Unrealized +118.5%
Netflix 0.4%
Value ($000) $721 Shares 1,334 Est. Cost $483.18 Unrealized
Raytheon Technologies 0.4%
Value ($000) $720 Shares 10,067 Est. Cost $61.65 Unrealized
Amcor PLC 0.4%
Value ($000) $662 Shares 56,247 Est. Cost $11.47 Unrealized
CTAS Cintas 0.3%
Value ($000) $648 Shares 1,834 Est. Cost $46.76 Unrealized +76.7%
Constellation Brands 0.3%
Value ($000) $647 Shares 2,953 Est. Cost $183.03 Unrealized
DCI Donaldson 0.3%
Value ($000) $611 Shares 10,930 Est. Cost $32.68 Unrealized +48.8%
AbbVie 0.3%
Value ($000) $604 Shares 5,639 Est. Cost $94.34 Unrealized
MDLZ Mondelez International 0.3%
Value ($000) $569 Shares 9,735 Est. Cost $50.13 Unrealized 0.0%
BA Boeing 0.3%
Value ($000) $526 Shares 2,459 Est. Cost $141.82 Unrealized +35.5%
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $505 Shares 443 Est. Cost $645.71 Unrealized +69.8%
Mastercard 0.3%
Value ($000) $488 Shares 1,366 Est. Cost $200.52 Unrealized
Truist Financial 0.3%
Value ($000) $482 Shares 10,052 Est. Cost $54.40 Unrealized
IBM IBM 0.2%
Value ($000) $434 Shares 3,444 Est. Cost $110.13 Unrealized -15.2%
Globe Life 0.2%
Value ($000) $418 Shares 4,405 Est. Cost $96.12 Unrealized
Unilever PLC 0.2%
Value ($000) $405 Shares 6,709 Est. Cost $60.37 Unrealized
XOM ExxonMobil 0.2%
Value ($000) $403 Shares 9,765 Est. Cost $54.10 Unrealized -43.9%
MKC McCormick 0.2%
Value ($000) $397 Shares 4,153 Est. Cost $59.55 Unrealized +42.4%
EOG Resources 0.2%
Value ($000) $397 Shares 7,970 Est. Cost $49.81 Unrealized
CAT Caterpillar 0.2%
Value ($000) $377 Shares 2,073 Est. Cost $130.58 Unrealized +17.9%
PFE Pfizer 0.2%
Value ($000) $376 Shares 10,221 Est. Cost $26.98 Unrealized +6.1%
ITT Corporation 0.2%
Value ($000) $363 Shares 4,710 Est. Cost $58.80 Unrealized
PCAR PACCAR Inc. 0.2%
Value ($000) $353 Shares 4,086 Est. Cost $36.20 Unrealized +33.6%
MS Morgan Stanley 0.2%
Value ($000) $321 Shares 4,680 Est. Cost $42.92 Unrealized +13.7%
FITB Fifth Third Bancorp 0.2%
Value ($000) $307 Shares 11,135 Est. Cost $14.84 Unrealized +39.9%
CI Cigna 0.1%
Value ($000) $275 Shares 1,323 Est. Cost $168.79 Unrealized +6.3%
GGG Graco Inc. 0.1%
Value ($000) $256 Shares 3,545 Est. Cost $62.71 Unrealized 0.0%
Valero Energy Corp 0.1%
Value ($000) $251 Shares 4,429 Est. Cost $56.67 Unrealized
Quest Diagnostics 0.1%
Value ($000) $245 Shares 2,057 Est. Cost $113.76 Unrealized
C Citigroup 0.1%
Value ($000) $242 Shares 3,922 Est. Cost $42.37 Unrealized 0.0%
Dominion Energy 0.1%
Value ($000) $238 Shares 3,164 Est. Cost $76.38 Unrealized
Duke Energy 0.1%
Value ($000) $229 Shares 2,503 Est. Cost $79.96 Unrealized
Walgreens Alliance Boots 0.1%
Value ($000) $228 Shares 5,720 Est. Cost $73.81 Unrealized
PPL Corp 0.1%
Value ($000) $227 Shares 8,038 Est. Cost $33.14 Unrealized
SYY Sysco 0.1%
Value ($000) $223 Shares 2,997 Est. Cost $60.02 Unrealized 0.0%
ADM Archer Daniels Midland 0.1%
Value ($000) $212 Shares 4,202 Est. Cost $42.82 Unrealized 0.0%
ConocoPhillips 0.1%
Value ($000) $210 Shares 5,245 Est. Cost $58.70 Unrealized
ED Consolidated Edison 0.1%
Value ($000) $203 Shares 2,810 Est. Cost $64.61 Unrealized 0.0%
Kronos Worldwide 0.1%
Value ($000) $150 Shares 10,060 Est. Cost $14.91 Unrealized