EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 30, 2021

Total Value ($000): $204,957 (100.0% shares, 0.0% debt)

Holdings (137)

AAPL Apple 1.7%
Value ($000) $3,481 Shares 25,416 Est. Cost $77.97 Unrealized +62.2%
AMZN Amazon.com 1.6%
Value ($000) $3,303 Shares 960 Est. Cost $16.92 Unrealized +882.5%
TMO Thermo Fisher Scientific 1.6%
Value ($000) $3,241 Shares 6,425 Est. Cost $80.23 Unrealized +480.8%
DHR Danaher 1.5%
Value ($000) $3,161 Shares 11,779 Est. Cost $29.73 Unrealized +630.3%
COST Costco 1.5%
Value ($000) $3,103 Shares 7,841 Est. Cost $88.24 Unrealized +306.9%
MSFT Microsoft 1.5%
Value ($000) $3,028 Shares 11,176 Est. Cost $26.70 Unrealized +816.5%
SYK Stryker 1.5%
Value ($000) $2,980 Shares 11,474 Est. Cost $56.92 Unrealized +327.9%
EXPD Expeditors Int'l 1.4%
Value ($000) $2,964 Shares 23,416 Est. Cost $66.24 Unrealized +68.6%
ITW Illinois Tool Works 1.4%
Value ($000) $2,885 Shares 12,907 Est. Cost $55.95 Unrealized +266.4%
Visa 1.4%
Value ($000) $2,873 Shares 12,286 Est. Cost $96.64 Unrealized
AXP American Express 1.4%
Value ($000) $2,835 Shares 17,161 Est. Cost $59.31 Unrealized +149.3%
EW Edwards Lifesciences 1.4%
Value ($000) $2,812 Shares 27,147 Est. Cost $58.28 Unrealized +61.7%
JPM J.P. Morgan Chase 1.4%
Value ($000) $2,769 Shares 17,802 Est. Cost $37.85 Unrealized +269.2%
EMR Emerson Electric 1.3%
Value ($000) $2,732 Shares 28,382 Est. Cost $43.38 Unrealized +97.1%
Oracle Corp. 1.3%
Value ($000) $2,695 Shares 34,619 Est. Cost $31.85 Unrealized
DIS Walt Disney 1.3%
Value ($000) $2,648 Shares 15,065 Est. Cost $58.47 Unrealized +200.5%
GWW W.W. Grainger 1.3%
Value ($000) $2,571 Shares 5,870 Est. Cost $184.99 Unrealized +127.2%
CHD Church & Dwight 1.2%
Value ($000) $2,545 Shares 29,858 Est. Cost $36.32 Unrealized +125.5%
APH Amphenol 1.2%
Value ($000) $2,532 Shares 37,005 Est. Cost $20.85 Unrealized +55.0%
NVDA Nvidia 1.2%
Value ($000) $2,521 Shares 3,151 Est. Cost $4.44 Unrealized +260.1%
NKE Nike 1.2%
Value ($000) $2,493 Shares 16,139 Est. Cost $41.89 Unrealized +200.0%
PEP PepsiCo 1.2%
Value ($000) $2,456 Shares 16,574 Est. Cost $58.55 Unrealized +115.5%
FISV Fiserv 1.2%
Value ($000) $2,423 Shares 22,665 Est. Cost $45.20 Unrealized +157.2%
APD Air Products & Chem. 1.2%
Value ($000) $2,414 Shares 8,391 Est. Cost $115.61 Unrealized +125.5%
SHW Sherwin-Williams 1.2%
Value ($000) $2,402 Shares 8,817 Est. Cost $198.20 Unrealized +32.7%
PG Procter & Gamble 1.2%
Value ($000) $2,398 Shares 17,772 Est. Cost $57.33 Unrealized +110.6%
WMT Walmart 1.2%
Value ($000) $2,396 Shares 16,990 Est. Cost $23.70 Unrealized +84.9%
ADP Automatic Data Processing 1.2%
Value ($000) $2,379 Shares 11,976 Est. Cost $47.72 Unrealized +269.4%
BALL Ball Corp. 1.2%
Value ($000) $2,370 Shares 29,250 Est. Cost $27.97 Unrealized +191.6%
ORLY O'Reilly Auto 1.1%
Value ($000) $2,338 Shares 4,129 Est. Cost $9.73 Unrealized +268.8%
AFL AFLAC 1.1%
Value ($000) $2,291 Shares 42,687 Est. Cost $28.43 Unrealized +72.5%
MCD McDonalds 1.1%
Value ($000) $2,291 Shares 9,919 Est. Cost $97.11 Unrealized +115.5%
CSL Carlisle 1.1%
Value ($000) $2,287 Shares 11,948 Est. Cost $65.02 Unrealized +171.5%
PYPL PayPal 1.1%
Value ($000) $2,278 Shares 7,817 Est. Cost $37.64 Unrealized +600.1%
AMGN Amgen 1.1%
Value ($000) $2,270 Shares 9,313 Est. Cost $73.34 Unrealized +189.7%
Alphabet Class A 1.1%
Value ($000) $2,254 Shares 923 Est. Cost $777.78 Unrealized
ECL Ecolab 1.1%
Value ($000) $2,242 Shares 10,885 Est. Cost $76.33 Unrealized +170.3%
CSCO Cisco Systems 1.1%
Value ($000) $2,201 Shares 41,533 Est. Cost $20.57 Unrealized +122.8%
CL Colgate Palmolive 1.0%
Value ($000) $2,097 Shares 25,774 Est. Cost $46.53 Unrealized +57.8%
BDX Becton Dickinson 1.0%
Value ($000) $2,090 Shares 8,596 Est. Cost $106.02 Unrealized +109.5%
MMM 3M Co. 1.0%
Value ($000) $2,077 Shares 10,459 Est. Cost $74.78 Unrealized +87.8%
CVS CVS Health 1.0%
Value ($000) $2,068 Shares 24,790 Est. Cost $49.74 Unrealized +41.7%
JNJ Johnson & Johnson 1.0%
Value ($000) $2,064 Shares 12,531 Est. Cost $62.23 Unrealized +132.9%
AVY Avery Dennison 1.0%
Value ($000) $2,040 Shares 9,702 Est. Cost $83.52 Unrealized +132.4%
ABT Abbott Laboratories 1.0%
Value ($000) $2,038 Shares 17,580 Est. Cost $33.03 Unrealized +224.8%
META Facebook 1.0%
Value ($000) $2,010 Shares 5,780 Est. Cost $110.03 Unrealized +189.5%
CTSH Cognizant Tech 1.0%
Value ($000) $2,007 Shares 28,977 Est. Cost $40.15 Unrealized +72.5%
INTU Intuit 1.0%
Value ($000) $1,961 Shares 4,000 Est. Cost $91.87 Unrealized +358.7%
HON Honeywell 1.0%
Value ($000) $1,960 Shares 8,937 Est. Cost $62.75 Unrealized +206.2%
UNH UnitedHealth Group 1.0%
Value ($000) $1,956 Shares 4,884 Est. Cost $84.77 Unrealized +335.3%
D.R. Horton 0.9%
Value ($000) $1,885 Shares 20,858 Est. Cost $36.26 Unrealized
IDXX IDEXX Laboratories 0.9%
Value ($000) $1,869 Shares 2,960 Est. Cost $83.49 Unrealized +561.4%
FAST Fastenal Co. 0.9%
Value ($000) $1,865 Shares 35,869 Est. Cost $13.89 Unrealized +67.7%
VZ Verizon 0.9%
Value ($000) $1,853 Shares 33,077 Est. Cost $30.64 Unrealized +41.7%
NextEra Energy 0.9%
Value ($000) $1,808 Shares 24,678 Est. Cost $78.56 Unrealized
LOW Lowes 0.9%
Value ($000) $1,782 Shares 9,187 Est. Cost $46.18 Unrealized +288.7%
NOC Northrop Grumman 0.9%
Value ($000) $1,763 Shares 4,852 Est. Cost $140.13 Unrealized +138.2%
GPC Genuine Parts 0.8%
Value ($000) $1,738 Shares 13,742 Est. Cost $64.31 Unrealized +72.2%
Cerner 0.8%
Value ($000) $1,699 Shares 21,737 Est. Cost $58.57 Unrealized
SBUX Starbucks 0.8%
Value ($000) $1,636 Shares 14,632 Est. Cost $40.51 Unrealized +151.0%
Activision Blizzard 0.8%
Value ($000) $1,625 Shares 17,023 Est. Cost $87.89 Unrealized
BMY Bristol-Myers Squibb 0.8%
Value ($000) $1,610 Shares 24,095 Est. Cost $43.80 Unrealized +23.0%
DLTR Dollar Tree 0.8%
Value ($000) $1,609 Shares 16,175 Est. Cost $83.69 Unrealized +29.9%
DOV Dover 0.8%
Value ($000) $1,585 Shares 10,525 Est. Cost $41.41 Unrealized +235.8%
TXN Texas Instruments 0.7%
Value ($000) $1,537 Shares 7,995 Est. Cost $26.44 Unrealized +521.2%
HD Home Depot 0.7%
Value ($000) $1,532 Shares 4,806 Est. Cost $69.06 Unrealized +311.0%
ROP Roper Technologies 0.7%
Value ($000) $1,527 Shares 3,249 Est. Cost $113.86 Unrealized +277.6%
SJM J.M. Smucker 0.7%
Value ($000) $1,519 Shares 11,725 Est. Cost $95.26 Unrealized +19.5%
FDS Factset Research 0.7%
Value ($000) $1,496 Shares 4,457 Est. Cost $156.25 Unrealized +100.6%
CVX Chevron Corp. 0.7%
Value ($000) $1,455 Shares 13,892 Est. Cost $72.46 Unrealized +20.2%
CLX Clorox 0.7%
Value ($000) $1,445 Shares 8,031 Est. Cost $91.12 Unrealized +72.8%
AbbVie 0.7%
Value ($000) $1,433 Shares 12,725 Est. Cost $104.48 Unrealized
Booking Holdings 0.7%
Value ($000) $1,416 Shares 647 Est. Cost $2080.23 Unrealized
INTC Intel 0.7%
Value ($000) $1,400 Shares 24,944 Est. Cost $43.52 Unrealized +23.1%
SNA Snap-on 0.7%
Value ($000) $1,399 Shares 6,260 Est. Cost $139.14 Unrealized +52.6%
Alphabet Class C 0.7%
Value ($000) $1,389 Shares 554 Est. Cost $758.90 Unrealized
Lam Research 0.7%
Value ($000) $1,353 Shares 2,079 Est. Cost $407.25 Unrealized
ADI Analog Devices 0.6%
Value ($000) $1,270 Shares 7,375 Est. Cost $62.50 Unrealized +136.3%
AMD Advanced Micro 0.6%
Value ($000) $1,264 Shares 13,454 Est. Cost $41.94 Unrealized +92.7%
KMB Kimberly Clark 0.6%
Value ($000) $1,263 Shares 9,439 Est. Cost $90.35 Unrealized +24.4%
Check Point Software 0.6%
Value ($000) $1,225 Shares 10,547 Est. Cost $107.97 Unrealized
Medtronic 0.6%
Value ($000) $1,197 Shares 9,646 Est. Cost $87.17 Unrealized
Salesforce 0.5%
Value ($000) $1,093 Shares 4,474 Est. Cost $222.24 Unrealized
VMC Vulcan Materials 0.5%
Value ($000) $1,053 Shares 6,051 Est. Cost $118.25 Unrealized +45.7%
SWK Stanley Black & Decker 0.5%
Value ($000) $1,027 Shares 5,009 Est. Cost $103.61 Unrealized +70.5%
Adobe Systems 0.5%
Value ($000) $1,023 Shares 1,746 Est. Cost $492.70 Unrealized
AT&T 0.5%
Value ($000) $966 Shares 33,570 Est. Cost $34.63 Unrealized
Merck 0.5%
Value ($000) $940 Shares 12,091 Est. Cost $77.28 Unrealized
AA Alcoa 0.5%
Value ($000) $938 Shares 25,468 Est. Cost $34.73 Unrealized 0.0%
COR AmerisourceBergen 0.5%
Value ($000) $937 Shares 8,181 Est. Cost $44.50 Unrealized +144.6%
UPS United Parcel Service Cl B 0.5%
Value ($000) $935 Shares 4,498 Est. Cost $90.84 Unrealized +80.7%
LLY Eli Lilly 0.5%
Value ($000) $934 Shares 4,068 Est. Cost $45.17 Unrealized +324.9%
LMT Lockheed Martin 0.5%
Value ($000) $933 Shares 2,467 Est. Cost $170.54 Unrealized +98.5%
TSCO Tractor Supply Co. 0.5%
Value ($000) $924 Shares 4,967 Est. Cost $30.85 Unrealized +10.0%
Constellation Brands 0.4%
Value ($000) $914 Shares 3,906 Est. Cost $194.56 Unrealized
CTAS Cintas 0.4%
Value ($000) $913 Shares 2,390 Est. Cost $56.04 Unrealized +51.6%
Netflix 0.4%
Value ($000) $885 Shares 1,676 Est. Cost $491.58 Unrealized
AKAM Akamai Technologies 0.4%
Value ($000) $805 Shares 6,908 Est. Cost $103.52 Unrealized +7.8%
GIS General Mills 0.4%
Value ($000) $772 Shares 12,670 Est. Cost $34.38 Unrealized +53.9%
DE Deere 0.4%
Value ($000) $770 Shares 2,184 Est. Cost $83.24 Unrealized +311.9%
Raytheon Technologies 0.4%
Value ($000) $756 Shares 8,859 Est. Cost $61.65 Unrealized
XOM ExxonMobil 0.4%
Value ($000) $726 Shares 11,508 Est. Cost $53.47 Unrealized -6.4%
EOG Resources 0.3%
Value ($000) $707 Shares 8,469 Est. Cost $51.39 Unrealized
DCI Donaldson 0.3%
Value ($000) $641 Shares 10,095 Est. Cost $32.68 Unrealized +75.4%
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $641 Shares 463 Est. Cost $671.83 Unrealized +92.0%
Amcor PLC 0.3%
Value ($000) $637 Shares 55,563 Est. Cost $11.47 Unrealized
MDLZ Mondelez International 0.3%
Value ($000) $616 Shares 9,870 Est. Cost $50.13 Unrealized +9.0%
Truist Financial 0.3%
Value ($000) $584 Shares 10,516 Est. Cost $54.49 Unrealized
Globe Life 0.3%
Value ($000) $536 Shares 5,628 Est. Cost $96.21 Unrealized
IBM IBM 0.3%
Value ($000) $520 Shares 3,545 Est. Cost $109.99 Unrealized +3.1%
PFE Pfizer 0.2%
Value ($000) $455 Shares 11,630 Est. Cost $27.16 Unrealized +14.1%
CAT Caterpillar 0.2%
Value ($000) $454 Shares 2,085 Est. Cost $133.40 Unrealized +58.8%
ITT Corporation 0.2%
Value ($000) $413 Shares 4,506 Est. Cost $58.80 Unrealized
FITB Fifth Third Bancorp 0.2%
Value ($000) $408 Shares 10,660 Est. Cost $14.84 Unrealized +125.6%
MS Morgan Stanley 0.2%
Value ($000) $400 Shares 4,366 Est. Cost $42.92 Unrealized +71.7%
RMD ResMed 0.2%
Value ($000) $376 Shares 1,525 Est. Cost $192.34 Unrealized +5.1%
MKC McCormick 0.2%
Value ($000) $369 Shares 4,178 Est. Cost $60.04 Unrealized +34.4%
Valero Energy Corp 0.2%
Value ($000) $367 Shares 4,700 Est. Cost $57.62 Unrealized
BA Boeing 0.2%
Value ($000) $367 Shares 1,530 Est. Cost $141.82 Unrealized +70.5%
PCAR PACCAR Inc. 0.2%
Value ($000) $358 Shares 4,006 Est. Cost $36.20 Unrealized +41.3%
Mastercard 0.2%
Value ($000) $335 Shares 918 Est. Cost $200.52 Unrealized
CI Cigna 0.2%
Value ($000) $322 Shares 1,358 Est. Cost $169.75 Unrealized +35.3%
ADM Archer Daniels Midland 0.1%
Value ($000) $291 Shares 4,802 Est. Cost $44.56 Unrealized +25.1%
ConocoPhillips 0.1%
Value ($000) $279 Shares 4,578 Est. Cost $58.76 Unrealized
C Citigroup 0.1%
Value ($000) $274 Shares 3,877 Est. Cost $45.21 Unrealized +38.7%
Quest Diagnostics 0.1%
Value ($000) $271 Shares 2,057 Est. Cost $113.76 Unrealized
GGG Graco Inc. 0.1%
Value ($000) $256 Shares 3,385 Est. Cost $62.71 Unrealized +12.8%
Dominion Energy 0.1%
Value ($000) $246 Shares 3,349 Est. Cost $76.21 Unrealized
Duke Energy 0.1%
Value ($000) $240 Shares 2,433 Est. Cost $79.96 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $230 Shares 3,336 Est. Cost $53.52 Unrealized +4.4%
SYY Sysco 0.1%
Value ($000) $226 Shares 2,912 Est. Cost $60.02 Unrealized +18.8%
Walgreens Alliance Boots 0.1%
Value ($000) $221 Shares 4,206 Est. Cost $73.81 Unrealized
CCK Crown Holdings 0.1%
Value ($000) $220 Shares 2,157 Est. Cost $100.51 Unrealized 0.0%
MHK Mohawk Industries 0.1%
Value ($000) $212 Shares 1,103 Est. Cost $166.65 Unrealized +22.1%
Principal Financial Group 0.1%
Value ($000) $209 Shares 3,301 Est. Cost $59.94 Unrealized
ED Consolidated Edison 0.1%
Value ($000) $204 Shares 2,845 Est. Cost $64.54 Unrealized +1.0%
Kronos Worldwide 0.1%
Value ($000) $151 Shares 10,562 Est. Cost $14.92 Unrealized