EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 29, 2021

Total Value ($000): $194,701 (100.0% shares, 0.0% debt)

Holdings (137)

AAPL Apple 1.7%
Value ($000) $3,243 Shares 26,548 Est. Cost $77.97 Unrealized +60.4%
AMZN Amazon.com 1.6%
Value ($000) $3,137 Shares 1,014 Est. Cost $16.92 Unrealized +837.1%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $2,956 Shares 6,476 Est. Cost $80.23 Unrealized +487.2%
ITW Illinois Tool Works 1.5%
Value ($000) $2,898 Shares 13,082 Est. Cost $55.95 Unrealized +230.6%
SYK Stryker 1.5%
Value ($000) $2,842 Shares 11,667 Est. Cost $56.92 Unrealized +300.2%
DIS Walt Disney 1.4%
Value ($000) $2,796 Shares 15,151 Est. Cost $58.47 Unrealized +208.2%
COST Costco 1.4%
Value ($000) $2,782 Shares 7,893 Est. Cost $88.24 Unrealized +273.7%
MSFT Microsoft 1.4%
Value ($000) $2,765 Shares 11,728 Est. Cost $26.70 Unrealized +734.7%
JPM J.P. Morgan Chase 1.4%
Value ($000) $2,757 Shares 18,114 Est. Cost $37.85 Unrealized +236.2%
DHR Danaher 1.4%
Value ($000) $2,727 Shares 12,116 Est. Cost $29.73 Unrealized +568.3%
FISV Fiserv 1.4%
Value ($000) $2,717 Shares 22,823 Est. Cost $45.20 Unrealized +153.9%
EXPD Expeditors Int'l 1.4%
Value ($000) $2,714 Shares 25,201 Est. Cost $66.24 Unrealized +37.2%
Visa 1.4%
Value ($000) $2,664 Shares 12,580 Est. Cost $96.64 Unrealized
EMR Emerson Electric 1.3%
Value ($000) $2,611 Shares 28,937 Est. Cost $43.38 Unrealized +79.4%
CHD Church & Dwight 1.3%
Value ($000) $2,604 Shares 29,808 Est. Cost $36.32 Unrealized +116.9%
Oracle Corp. 1.3%
Value ($000) $2,581 Shares 36,778 Est. Cost $31.85 Unrealized
APH Amphenol 1.3%
Value ($000) $2,493 Shares 37,786 Est. Cost $20.85 Unrealized +48.8%
BALL Ball Corp. 1.3%
Value ($000) $2,489 Shares 29,368 Est. Cost $27.97 Unrealized +194.2%
AXP American Express 1.3%
Value ($000) $2,483 Shares 17,558 Est. Cost $59.31 Unrealized +109.7%
PG Procter & Gamble 1.2%
Value ($000) $2,426 Shares 17,917 Est. Cost $57.33 Unrealized +101.8%
GWW W.W. Grainger 1.2%
Value ($000) $2,395 Shares 5,974 Est. Cost $184.99 Unrealized +98.3%
APD Air Products & Chem. 1.2%
Value ($000) $2,376 Shares 8,445 Est. Cost $115.61 Unrealized +107.7%
EW Edwards Lifesciences 1.2%
Value ($000) $2,361 Shares 28,226 Est. Cost $58.28 Unrealized +45.1%
PEP PepsiCo 1.2%
Value ($000) $2,346 Shares 16,588 Est. Cost $58.55 Unrealized +101.4%
ECL Ecolab 1.2%
Value ($000) $2,344 Shares 10,948 Est. Cost $76.33 Unrealized +164.1%
AMGN Amgen 1.2%
Value ($000) $2,341 Shares 9,408 Est. Cost $73.34 Unrealized +179.1%
WMT Walmart 1.2%
Value ($000) $2,323 Shares 17,101 Est. Cost $23.70 Unrealized +82.7%
ADP Automatic Data Processing 1.2%
Value ($000) $2,274 Shares 12,066 Est. Cost $47.72 Unrealized +228.3%
CTSH Cognizant Tech 1.2%
Value ($000) $2,266 Shares 29,010 Est. Cost $40.15 Unrealized +78.4%
MCD McDonalds 1.1%
Value ($000) $2,228 Shares 9,939 Est. Cost $97.11 Unrealized +96.9%
AFL AFLAC 1.1%
Value ($000) $2,222 Shares 43,407 Est. Cost $28.43 Unrealized +50.8%
PYPL PayPal 1.1%
Value ($000) $2,199 Shares 9,054 Est. Cost $37.64 Unrealized +569.3%
NKE Nike 1.1%
Value ($000) $2,193 Shares 16,503 Est. Cost $41.89 Unrealized +209.3%
CSCO Cisco Systems 1.1%
Value ($000) $2,153 Shares 41,633 Est. Cost $20.57 Unrealized +97.4%
SHW Sherwin-Williams 1.1%
Value ($000) $2,122 Shares 2,876 Est. Cost $64.48 Unrealized +253.8%
ABT Abbott Laboratories 1.1%
Value ($000) $2,096 Shares 17,490 Est. Cost $33.03 Unrealized +228.9%
Alphabet Class A 1.1%
Value ($000) $2,095 Shares 1,016 Est. Cost $777.78 Unrealized
ORLY O'Reilly Auto 1.1%
Value ($000) $2,075 Shares 4,091 Est. Cost $9.73 Unrealized +218.5%
JNJ Johnson & Johnson 1.1%
Value ($000) $2,073 Shares 12,611 Est. Cost $62.23 Unrealized +126.2%
BDX Becton Dickinson 1.1%
Value ($000) $2,071 Shares 8,519 Est. Cost $106.02 Unrealized +112.8%
CL Colgate Palmolive 1.1%
Value ($000) $2,068 Shares 26,234 Est. Cost $46.53 Unrealized +50.4%
MMM 3M Co. 1.0%
Value ($000) $2,005 Shares 10,405 Est. Cost $74.78 Unrealized +67.3%
CSL Carlisle 1.0%
Value ($000) $1,999 Shares 12,145 Est. Cost $65.02 Unrealized +123.1%
D.R. Horton 1.0%
Value ($000) $1,978 Shares 22,198 Est. Cost $36.26 Unrealized
HON Honeywell 1.0%
Value ($000) $1,961 Shares 9,035 Est. Cost $62.75 Unrealized +181.5%
CVS CVS Health 1.0%
Value ($000) $1,912 Shares 25,410 Est. Cost $49.74 Unrealized +25.2%
AVY Avery Dennison 1.0%
Value ($000) $1,896 Shares 10,326 Est. Cost $83.52 Unrealized +88.3%
VZ Verizon 1.0%
Value ($000) $1,880 Shares 32,337 Est. Cost $30.34 Unrealized +39.2%
NextEra Energy 1.0%
Value ($000) $1,866 Shares 24,681 Est. Cost $78.56 Unrealized
UNH UnitedHealth Group 1.0%
Value ($000) $1,853 Shares 4,981 Est. Cost $84.77 Unrealized +277.1%
META Facebook 0.9%
Value ($000) $1,834 Shares 6,227 Est. Cost $110.03 Unrealized +143.0%
DLTR Dollar Tree 0.9%
Value ($000) $1,832 Shares 16,009 Est. Cost $83.43 Unrealized +28.8%
LOW Lowes 0.9%
Value ($000) $1,820 Shares 9,570 Est. Cost $46.18 Unrealized +239.9%
FAST Fastenal Co. 0.9%
Value ($000) $1,798 Shares 35,764 Est. Cost $13.89 Unrealized +53.2%
NVDA Nvidia 0.9%
Value ($000) $1,724 Shares 3,228 Est. Cost $4.44 Unrealized +201.9%
INTU Intuit 0.9%
Value ($000) $1,723 Shares 4,498 Est. Cost $91.87 Unrealized +306.8%
GPC Genuine Parts 0.8%
Value ($000) $1,610 Shares 13,931 Est. Cost $64.31 Unrealized +44.7%
SBUX Starbucks 0.8%
Value ($000) $1,604 Shares 14,682 Est. Cost $40.51 Unrealized +132.1%
IDXX IDEXX Laboratories 0.8%
Value ($000) $1,602 Shares 3,273 Est. Cost $83.49 Unrealized +500.1%
INTC Intel 0.8%
Value ($000) $1,595 Shares 24,914 Est. Cost $43.52 Unrealized +24.3%
KMB Kimberly Clark 0.8%
Value ($000) $1,581 Shares 11,370 Est. Cost $90.35 Unrealized +22.7%
Cerner 0.8%
Value ($000) $1,578 Shares 21,948 Est. Cost $58.57 Unrealized
TXN Texas Instruments 0.8%
Value ($000) $1,573 Shares 8,321 Est. Cost $26.44 Unrealized +472.6%
NOC Northrop Grumman 0.8%
Value ($000) $1,572 Shares 4,857 Est. Cost $140.13 Unrealized +98.5%
Booking Holdings 0.8%
Value ($000) $1,522 Shares 653 Est. Cost $2080.23 Unrealized
HD Home Depot 0.8%
Value ($000) $1,500 Shares 4,913 Est. Cost $69.06 Unrealized +253.9%
BMY Bristol-Myers Squibb 0.8%
Value ($000) $1,497 Shares 23,711 Est. Cost $43.63 Unrealized +16.9%
SJM J.M. Smucker 0.8%
Value ($000) $1,496 Shares 11,822 Est. Cost $95.26 Unrealized +5.5%
DOV Dover 0.8%
Value ($000) $1,475 Shares 10,759 Est. Cost $41.41 Unrealized +188.8%
CVX Chevron Corp. 0.8%
Value ($000) $1,470 Shares 14,033 Est. Cost $72.46 Unrealized +9.8%
CLX Clorox 0.7%
Value ($000) $1,389 Shares 7,201 Est. Cost $83.48 Unrealized +97.7%
FDS Factset Research 0.7%
Value ($000) $1,357 Shares 4,398 Est. Cost $154.14 Unrealized +96.0%
Alphabet Class C 0.7%
Value ($000) $1,324 Shares 640 Est. Cost $758.90 Unrealized
ROP Roper Technologies 0.7%
Value ($000) $1,314 Shares 3,258 Est. Cost $113.86 Unrealized +242.3%
SNA Snap-on 0.6%
Value ($000) $1,217 Shares 5,275 Est. Cost $125.48 Unrealized +38.4%
Check Point Software 0.6%
Value ($000) $1,207 Shares 10,782 Est. Cost $107.97 Unrealized
ADI Analog Devices 0.6%
Value ($000) $1,199 Shares 7,730 Est. Cost $62.50 Unrealized +125.8%
Activision Blizzard 0.6%
Value ($000) $1,177 Shares 12,658 Est. Cost $85.28 Unrealized
AMD Advanced Micro 0.6%
Value ($000) $1,171 Shares 14,919 Est. Cost $41.94 Unrealized +105.3%
Medtronic 0.6%
Value ($000) $1,156 Shares 9,786 Est. Cost $87.17 Unrealized
Lam Research 0.6%
Value ($000) $1,113 Shares 1,870 Est. Cost $380.03 Unrealized
AT&T 0.6%
Value ($000) $1,084 Shares 35,800 Est. Cost $34.63 Unrealized
SWK Stanley Black & Decker 0.5%
Value ($000) $1,005 Shares 5,035 Est. Cost $103.61 Unrealized +48.6%
VMC Vulcan Materials 0.5%
Value ($000) $994 Shares 5,893 Est. Cost $116.80 Unrealized +33.5%
COR AmerisourceBergen 0.5%
Value ($000) $968 Shares 8,196 Est. Cost $44.50 Unrealized +120.9%
Salesforce 0.5%
Value ($000) $968 Shares 4,569 Est. Cost $222.24 Unrealized
Varian Med Sys Inc 0.5%
Value ($000) $945 Shares 5,356 Est. Cost $91.17 Unrealized
Merck 0.5%
Value ($000) $939 Shares 12,176 Est. Cost $77.28 Unrealized
UPS United Parcel Service Cl B 0.5%
Value ($000) $909 Shares 5,348 Est. Cost $90.84 Unrealized +45.3%
Netflix 0.5%
Value ($000) $890 Shares 1,706 Est. Cost $491.58 Unrealized
DE Deere 0.4%
Value ($000) $846 Shares 2,262 Est. Cost $83.24 Unrealized +269.4%
Adobe Systems 0.4%
Value ($000) $830 Shares 1,746 Est. Cost $492.70 Unrealized
LMT Lockheed Martin 0.4%
Value ($000) $815 Shares 2,207 Est. Cost $150.74 Unrealized +99.0%
LLY Eli Lilly 0.4%
Value ($000) $810 Shares 4,334 Est. Cost $45.17 Unrealized +312.0%
Constellation Brands 0.4%
Value ($000) $804 Shares 3,528 Est. Cost $190.34 Unrealized
GIS General Mills 0.4%
Value ($000) $792 Shares 12,910 Est. Cost $34.38 Unrealized +42.4%
Raytheon Technologies 0.4%
Value ($000) $700 Shares 9,054 Est. Cost $61.65 Unrealized
AKAM Akamai Technologies 0.4%
Value ($000) $682 Shares 6,688 Est. Cost $103.25 Unrealized 0.0%
Amcor PLC 0.3%
Value ($000) $652 Shares 55,843 Est. Cost $11.47 Unrealized
AbbVie 0.3%
Value ($000) $622 Shares 5,749 Est. Cost $94.60 Unrealized
EOG Resources 0.3%
Value ($000) $621 Shares 8,568 Est. Cost $51.39 Unrealized
CTAS Cintas 0.3%
Value ($000) $617 Shares 1,809 Est. Cost $46.76 Unrealized +73.1%
TSCO Tractor Supply Co. 0.3%
Value ($000) $604 Shares 3,411 Est. Cost $29.45 Unrealized 0.0%
DCI Donaldson 0.3%
Value ($000) $595 Shares 10,225 Est. Cost $32.68 Unrealized +69.3%
MDLZ Mondelez International 0.3%
Value ($000) $578 Shares 9,870 Est. Cost $50.13 Unrealized -0.7%
Truist Financial 0.3%
Value ($000) $564 Shares 9,666 Est. Cost $54.40 Unrealized
XOM ExxonMobil 0.3%
Value ($000) $543 Shares 9,723 Est. Cost $54.10 Unrealized -19.9%
Globe Life 0.3%
Value ($000) $534 Shares 5,525 Est. Cost $96.23 Unrealized
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $519 Shares 449 Est. Cost $652.57 Unrealized +77.6%
CAT Caterpillar 0.3%
Value ($000) $505 Shares 2,178 Est. Cost $133.40 Unrealized +41.7%
IBM IBM 0.2%
Value ($000) $466 Shares 3,498 Est. Cost $109.94 Unrealized -10.8%
BA Boeing 0.2%
Value ($000) $430 Shares 1,688 Est. Cost $141.82 Unrealized +56.7%
PFE Pfizer 0.2%
Value ($000) $414 Shares 11,435 Est. Cost $27.09 Unrealized +3.5%
ITT Corporation 0.2%
Value ($000) $414 Shares 4,555 Est. Cost $58.80 Unrealized
FITB Fifth Third Bancorp 0.2%
Value ($000) $405 Shares 10,810 Est. Cost $14.84 Unrealized +89.9%
Unilever PLC 0.2%
Value ($000) $388 Shares 6,944 Est. Cost $60.21 Unrealized
MKC McCormick 0.2%
Value ($000) $379 Shares 4,253 Est. Cost $60.04 Unrealized +33.6%
PCAR PACCAR Inc. 0.2%
Value ($000) $372 Shares 4,006 Est. Cost $36.20 Unrealized +43.6%
MS Morgan Stanley 0.2%
Value ($000) $340 Shares 4,376 Est. Cost $42.92 Unrealized +52.8%
Mastercard 0.2%
Value ($000) $334 Shares 937 Est. Cost $200.52 Unrealized
Valero Energy Corp 0.2%
Value ($000) $332 Shares 4,635 Est. Cost $57.34 Unrealized
CI Cigna 0.2%
Value ($000) $329 Shares 1,360 Est. Cost $169.75 Unrealized +20.3%
RMD ResMed 0.2%
Value ($000) $296 Shares 1,525 Est. Cost $192.34 Unrealized 0.0%
Quest Diagnostics 0.1%
Value ($000) $264 Shares 2,057 Est. Cost $113.76 Unrealized
GGG Graco Inc. 0.1%
Value ($000) $249 Shares 3,480 Est. Cost $62.71 Unrealized +6.4%
Duke Energy 0.1%
Value ($000) $244 Shares 2,528 Est. Cost $79.96 Unrealized
C Citigroup 0.1%
Value ($000) $243 Shares 3,337 Est. Cost $42.37 Unrealized +32.6%
Dominion Energy 0.1%
Value ($000) $240 Shares 3,164 Est. Cost $76.38 Unrealized
Walgreens Alliance Boots 0.1%
Value ($000) $239 Shares 4,351 Est. Cost $73.81 Unrealized
ADM Archer Daniels Midland 0.1%
Value ($000) $237 Shares 4,157 Est. Cost $42.82 Unrealized +12.0%
SYY Sysco 0.1%
Value ($000) $237 Shares 3,007 Est. Cost $60.02 Unrealized +13.4%
ConocoPhillips 0.1%
Value ($000) $236 Shares 4,455 Est. Cost $58.70 Unrealized
MHK Mohawk Industries 0.1%
Value ($000) $216 Shares 1,123 Est. Cost $166.65 Unrealized 0.0%
ED Consolidated Edison 0.1%
Value ($000) $213 Shares 2,845 Est. Cost $64.54 Unrealized -8.4%
Principal Financial Group 0.1%
Value ($000) $202 Shares 3,370 Est. Cost $59.94 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $201 Shares 3,113 Est. Cost $53.36 Unrealized 0.0%
Kronos Worldwide 0.1%
Value ($000) $160 Shares 10,445 Est. Cost $14.93 Unrealized