EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 27, 2021

Total Value ($000): $207,060 (100.0% shares, 0.0% debt)

Holdings (142)

TMO Thermo Fisher Scientific 1.7%
Value ($000) $3,534 Shares 6,186 Est. Cost $80.23 Unrealized +576.0%
AAPL Apple 1.6%
Value ($000) $3,415 Shares 24,136 Est. Cost $77.97 Unrealized +84.6%
COST Costco 1.6%
Value ($000) $3,375 Shares 7,510 Est. Cost $88.24 Unrealized +374.0%
AMZN Amazon.com 1.5%
Value ($000) $3,200 Shares 974 Est. Cost $19.15 Unrealized +800.7%
SYK Stryker 1.5%
Value ($000) $3,022 Shares 11,459 Est. Cost $56.92 Unrealized +348.4%
MSFT Microsoft 1.4%
Value ($000) $2,988 Shares 10,598 Est. Cost $26.70 Unrealized +951.3%
Oracle Corp. 1.4%
Value ($000) $2,984 Shares 34,242 Est. Cost $31.85 Unrealized
JPM J.P. Morgan Chase 1.4%
Value ($000) $2,960 Shares 18,082 Est. Cost $39.44 Unrealized +255.7%
DHR Danaher 1.4%
Value ($000) $2,940 Shares 9,659 Est. Cost $29.73 Unrealized +797.3%
AXP American Express 1.4%
Value ($000) $2,885 Shares 17,221 Est. Cost $59.31 Unrealized +166.9%
EW Edwards Lifesciences 1.4%
Value ($000) $2,810 Shares 24,820 Est. Cost $58.28 Unrealized +95.9%
EXPD Expeditors Int'l 1.3%
Value ($000) $2,773 Shares 23,275 Est. Cost $66.24 Unrealized +79.3%
Visa 1.3%
Value ($000) $2,768 Shares 12,428 Est. Cost $98.08 Unrealized
APH Amphenol 1.3%
Value ($000) $2,690 Shares 36,727 Est. Cost $20.85 Unrealized +68.9%
EMR Emerson Electric 1.3%
Value ($000) $2,670 Shares 28,340 Est. Cost $43.38 Unrealized +110.2%
ITW Illinois Tool Works 1.3%
Value ($000) $2,658 Shares 12,865 Est. Cost $55.95 Unrealized +262.6%
BALL Ball Corp. 1.3%
Value ($000) $2,621 Shares 29,133 Est. Cost $27.97 Unrealized +199.3%
UNH UnitedHealth Group 1.3%
Value ($000) $2,596 Shares 6,645 Est. Cost $164.29 Unrealized +134.2%
DIS Walt Disney 1.2%
Value ($000) $2,552 Shares 15,086 Est. Cost $58.47 Unrealized +197.9%
PEP PepsiCo 1.2%
Value ($000) $2,531 Shares 16,825 Est. Cost $59.69 Unrealized +126.2%
FISV Fiserv 1.2%
Value ($000) $2,521 Shares 23,232 Est. Cost $46.82 Unrealized +138.6%
ORLY O'Reilly Auto 1.2%
Value ($000) $2,509 Shares 4,106 Est. Cost $9.73 Unrealized +311.5%
PG Procter & Gamble 1.2%
Value ($000) $2,496 Shares 17,851 Est. Cost $57.33 Unrealized +122.0%
CHD Church & Dwight 1.2%
Value ($000) $2,495 Shares 30,218 Est. Cost $36.85 Unrealized +118.4%
NVDA Nvidia 1.2%
Value ($000) $2,489 Shares 12,016 Est. Cost $16.45 Unrealized +26.0%
SHW Sherwin-Williams 1.2%
Value ($000) $2,437 Shares 8,714 Est. Cost $198.20 Unrealized +42.0%
ADP Automatic Data Processing 1.2%
Value ($000) $2,402 Shares 12,012 Est. Cost $47.72 Unrealized +293.3%
MCD McDonalds 1.2%
Value ($000) $2,396 Shares 9,939 Est. Cost $97.11 Unrealized +122.3%
WMT Walmart 1.2%
Value ($000) $2,382 Shares 17,090 Est. Cost $23.70 Unrealized +91.9%
Alphabet Class A 1.1%
Value ($000) $2,369 Shares 886 Est. Cost $777.78 Unrealized
CSL Carlisle 1.1%
Value ($000) $2,353 Shares 11,837 Est. Cost $65.02 Unrealized +195.3%
GWW W.W. Grainger 1.1%
Value ($000) $2,348 Shares 5,974 Est. Cost $188.99 Unrealized +119.5%
NKE Nike 1.1%
Value ($000) $2,332 Shares 16,058 Est. Cost $41.89 Unrealized +264.2%
ECL Ecolab 1.1%
Value ($000) $2,294 Shares 10,998 Est. Cost $77.69 Unrealized +168.4%
CSCO Cisco Systems 1.1%
Value ($000) $2,242 Shares 41,198 Est. Cost $20.57 Unrealized +139.3%
AFL AFLAC 1.1%
Value ($000) $2,235 Shares 42,877 Est. Cost $28.43 Unrealized +73.9%
CVS CVS Health 1.1%
Value ($000) $2,225 Shares 26,222 Est. Cost $50.98 Unrealized +42.3%
APD Air Products & Chem. 1.1%
Value ($000) $2,198 Shares 8,583 Est. Cost $118.55 Unrealized +108.3%
CTSH Cognizant Tech 1.0%
Value ($000) $2,156 Shares 29,057 Est. Cost $40.15 Unrealized +71.5%
BDX Becton Dickinson 1.0%
Value ($000) $2,132 Shares 8,673 Est. Cost $106.02 Unrealized +115.1%
ABT Abbott Laboratories 1.0%
Value ($000) $2,075 Shares 17,563 Est. Cost $33.03 Unrealized +243.6%
AMGN Amgen 1.0%
Value ($000) $2,038 Shares 9,586 Est. Cost $76.96 Unrealized +160.2%
JNJ Johnson & Johnson 1.0%
Value ($000) $2,028 Shares 12,557 Est. Cost $62.23 Unrealized +141.4%
INTU Intuit 1.0%
Value ($000) $2,022 Shares 3,748 Est. Cost $91.87 Unrealized +470.9%
NextEra Energy 1.0%
Value ($000) $1,980 Shares 25,214 Est. Cost $78.56 Unrealized
AVY Avery Dennison 1.0%
Value ($000) $1,978 Shares 9,547 Est. Cost $83.52 Unrealized +138.2%
PYPL PayPal 1.0%
Value ($000) $1,974 Shares 7,585 Est. Cost $37.64 Unrealized +652.0%
CL Colgate Palmolive 0.9%
Value ($000) $1,960 Shares 25,934 Est. Cost $46.53 Unrealized +54.1%
META Facebook 0.9%
Value ($000) $1,930 Shares 5,687 Est. Cost $110.03 Unrealized +225.1%
FAST Fastenal Co. 0.9%
Value ($000) $1,872 Shares 36,274 Est. Cost $14.01 Unrealized +74.3%
LOW Lowes 0.9%
Value ($000) $1,863 Shares 9,186 Est. Cost $46.18 Unrealized +297.5%
MMM 3M Co. 0.9%
Value ($000) $1,818 Shares 10,361 Est. Cost $74.78 Unrealized +83.6%
VZ Verizon 0.9%
Value ($000) $1,806 Shares 33,447 Est. Cost $30.77 Unrealized +37.6%
HON Honeywell 0.9%
Value ($000) $1,784 Shares 8,403 Est. Cost $62.75 Unrealized +210.1%
D.R. Horton 0.9%
Value ($000) $1,776 Shares 21,151 Est. Cost $36.92 Unrealized
NOC Northrop Grumman 0.8%
Value ($000) $1,755 Shares 4,874 Est. Cost $140.13 Unrealized +140.1%
FDS Factset Research 0.8%
Value ($000) $1,742 Shares 4,413 Est. Cost $156.25 Unrealized +123.2%
GPC Genuine Parts 0.8%
Value ($000) $1,674 Shares 13,807 Est. Cost $64.31 Unrealized +71.8%
IDXX IDEXX Laboratories 0.8%
Value ($000) $1,669 Shares 2,683 Est. Cost $83.49 Unrealized +704.8%
Verisk Analytics 0.8%
Value ($000) $1,633 Shares 8,156 Est. Cost $200.22 Unrealized
SBUX Starbucks 0.8%
Value ($000) $1,608 Shares 14,578 Est. Cost $40.51 Unrealized +161.0%
AbbVie 0.8%
Value ($000) $1,584 Shares 14,683 Est. Cost $104.93 Unrealized
HD Home Depot 0.8%
Value ($000) $1,582 Shares 4,819 Est. Cost $69.06 Unrealized +326.5%
Cerner 0.8%
Value ($000) $1,569 Shares 22,246 Est. Cost $58.84 Unrealized
Booking Holdings 0.8%
Value ($000) $1,565 Shares 659 Est. Cost $2085.59 Unrealized
DOV Dover 0.7%
Value ($000) $1,549 Shares 9,959 Est. Cost $41.41 Unrealized +278.2%
TXN Texas Instruments 0.7%
Value ($000) $1,526 Shares 7,940 Est. Cost $26.44 Unrealized +535.4%
DLTR Dollar Tree 0.7%
Value ($000) $1,498 Shares 15,650 Est. Cost $83.69 Unrealized +14.9%
BMY Bristol-Myers Squibb 0.7%
Value ($000) $1,478 Shares 24,980 Est. Cost $44.19 Unrealized +24.1%
ROP Roper Technologies 0.7%
Value ($000) $1,460 Shares 3,272 Est. Cost $113.86 Unrealized +309.7%
SNA Snap-on 0.7%
Value ($000) $1,425 Shares 6,818 Est. Cost $143.93 Unrealized +37.3%
Alphabet Class C 0.7%
Value ($000) $1,391 Shares 522 Est. Cost $758.90 Unrealized
SJM J.M. Smucker 0.7%
Value ($000) $1,391 Shares 11,590 Est. Cost $95.26 Unrealized +15.2%
CVX Chevron Corp. 0.7%
Value ($000) $1,384 Shares 13,647 Est. Cost $72.46 Unrealized +15.0%
INTC Intel 0.6%
Value ($000) $1,336 Shares 25,079 Est. Cost $43.52 Unrealized +14.4%
Activision Blizzard 0.6%
Value ($000) $1,293 Shares 16,708 Est. Cost $87.89 Unrealized
AMD Advanced Micro 0.6%
Value ($000) $1,291 Shares 12,551 Est. Cost $41.94 Unrealized +143.8%
AA Alcoa 0.6%
Value ($000) $1,262 Shares 25,788 Est. Cost $34.80 Unrealized +16.0%
KMB Kimberly Clark 0.6%
Value ($000) $1,255 Shares 9,475 Est. Cost $90.35 Unrealized +27.8%
TSCO Tractor Supply Co. 0.6%
Value ($000) $1,255 Shares 6,194 Est. Cost $31.87 Unrealized +12.9%
Salesforce 0.6%
Value ($000) $1,244 Shares 4,588 Est. Cost $223.46 Unrealized
ADI Analog Devices 0.6%
Value ($000) $1,242 Shares 7,417 Est. Cost $62.50 Unrealized +148.5%
CLX Clorox 0.6%
Value ($000) $1,241 Shares 7,496 Est. Cost $91.12 Unrealized +63.9%
Medtronic 0.6%
Value ($000) $1,213 Shares 9,681 Est. Cost $87.17 Unrealized
Lam Research 0.6%
Value ($000) $1,163 Shares 2,044 Est. Cost $407.25 Unrealized
Check Point Software 0.6%
Value ($000) $1,163 Shares 10,292 Est. Cost $107.97 Unrealized
COR AmerisourceBergen 0.5%
Value ($000) $1,048 Shares 8,774 Est. Cost $49.09 Unrealized +128.9%
GIS General Mills 0.5%
Value ($000) $1,025 Shares 17,132 Est. Cost $38.70 Unrealized +31.7%
CTAS Cintas 0.5%
Value ($000) $1,014 Shares 2,664 Est. Cost $59.94 Unrealized +56.8%
Adobe Systems 0.5%
Value ($000) $1,002 Shares 1,740 Est. Cost $492.70 Unrealized
Netflix 0.5%
Value ($000) $997 Shares 1,634 Est. Cost $491.58 Unrealized
SWK Stanley Black & Decker 0.4%
Value ($000) $874 Shares 4,984 Est. Cost $103.61 Unrealized +60.9%
LLY Eli Lilly 0.4%
Value ($000) $854 Shares 3,698 Est. Cost $45.17 Unrealized +424.0%
LMT Lockheed Martin 0.4%
Value ($000) $842 Shares 2,440 Est. Cost $170.54 Unrealized +88.1%
EOG Resources 0.4%
Value ($000) $823 Shares 10,249 Est. Cost $56.41 Unrealized
UPS United Parcel Service Cl B 0.4%
Value ($000) $819 Shares 4,498 Est. Cost $90.84 Unrealized +79.1%
VMC Vulcan Materials 0.4%
Value ($000) $800 Shares 4,731 Est. Cost $118.25 Unrealized +46.2%
AT&T 0.4%
Value ($000) $753 Shares 27,881 Est. Cost $34.63 Unrealized
Merck 0.4%
Value ($000) $752 Shares 10,006 Est. Cost $77.28 Unrealized
Raytheon Technologies 0.4%
Value ($000) $750 Shares 8,724 Est. Cost $61.65 Unrealized
AKAM Akamai Technologies 0.4%
Value ($000) $748 Shares 7,147 Est. Cost $103.88 Unrealized +10.0%
XOM ExxonMobil 0.4%
Value ($000) $746 Shares 12,675 Est. Cost $53.01 Unrealized -8.6%
Constellation Brands 0.3%
Value ($000) $710 Shares 3,370 Est. Cost $194.56 Unrealized
DE Deere 0.3%
Value ($000) $706 Shares 2,106 Est. Cost $83.24 Unrealized +307.6%
Truist Financial 0.3%
Value ($000) $657 Shares 11,201 Est. Cost $54.75 Unrealized
Amcor PLC 0.3%
Value ($000) $632 Shares 54,543 Est. Cost $11.47 Unrealized
DCI Donaldson 0.3%
Value ($000) $580 Shares 10,095 Est. Cost $32.68 Unrealized +83.8%
MDLZ Mondelez International 0.3%
Value ($000) $562 Shares 9,665 Est. Cost $50.13 Unrealized +10.6%
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $555 Shares 403 Est. Cost $671.83 Unrealized +124.0%
IBM IBM 0.3%
Value ($000) $521 Shares 3,753 Est. Cost $110.11 Unrealized +1.8%
PFE Pfizer 0.2%
Value ($000) $500 Shares 11,620 Est. Cost $27.16 Unrealized +31.4%
MS Morgan Stanley 0.2%
Value ($000) $474 Shares 4,871 Est. Cost $47.36 Unrealized +81.0%
Globe Life 0.2%
Value ($000) $467 Shares 5,248 Est. Cost $96.21 Unrealized
CAT Caterpillar 0.2%
Value ($000) $389 Shares 2,024 Est. Cost $133.40 Unrealized +44.0%
Valero Energy Corp 0.2%
Value ($000) $388 Shares 5,505 Est. Cost $59.50 Unrealized
MKC McCormick 0.2%
Value ($000) $386 Shares 4,758 Est. Cost $62.23 Unrealized +25.3%
ITT Corporation 0.2%
Value ($000) $384 Shares 4,476 Est. Cost $58.80 Unrealized
RMD ResMed 0.2%
Value ($000) $377 Shares 1,430 Est. Cost $192.34 Unrealized +36.9%
FITB Fifth Third Bancorp 0.2%
Value ($000) $373 Shares 8,785 Est. Cost $14.84 Unrealized +117.6%
ADM Archer Daniels Midland 0.2%
Value ($000) $364 Shares 6,065 Est. Cost $46.31 Unrealized +14.4%
ED Consolidated Edison 0.2%
Value ($000) $348 Shares 4,789 Est. Cost $64.34 Unrealized -0.5%
BA Boeing 0.2%
Value ($000) $334 Shares 1,520 Est. Cost $141.82 Unrealized +57.2%
ConocoPhillips 0.2%
Value ($000) $330 Shares 4,871 Est. Cost $59.30 Unrealized
PCAR PACCAR Inc. 0.2%
Value ($000) $324 Shares 4,101 Est. Cost $36.44 Unrealized +27.6%
Mastercard 0.2%
Value ($000) $321 Shares 923 Est. Cost $200.52 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $306 Shares 4,387 Est. Cost $54.93 Unrealized +8.1%
Principal Financial Group 0.1%
Value ($000) $294 Shares 4,561 Est. Cost $61.19 Unrealized
Quest Diagnostics 0.1%
Value ($000) $288 Shares 1,982 Est. Cost $113.76 Unrealized
C Citigroup 0.1%
Value ($000) $279 Shares 3,972 Est. Cost $45.55 Unrealized +31.0%
CI Cigna 0.1%
Value ($000) $272 Shares 1,358 Est. Cost $169.75 Unrealized +18.3%
CCK Crown Holdings 0.1%
Value ($000) $259 Shares 2,567 Est. Cost $100.46 Unrealized -0.3%
SO Southern Company 0.1%
Value ($000) $258 Shares 4,170 Est. Cost $54.69 Unrealized 0.0%
Dominion Energy 0.1%
Value ($000) $245 Shares 3,349 Est. Cost $76.21 Unrealized
TGT Target 0.1%
Value ($000) $241 Shares 1,052 Est. Cost $219.90 Unrealized 0.0%
Duke Energy 0.1%
Value ($000) $237 Shares 2,428 Est. Cost $79.96 Unrealized
GGG Graco Inc. 0.1%
Value ($000) $236 Shares 3,375 Est. Cost $62.71 Unrealized +15.5%
SYY Sysco 0.1%
Value ($000) $229 Shares 2,912 Est. Cost $60.02 Unrealized +12.9%
GlaxoSmithkline PLC 0.1%
Value ($000) $222 Shares 5,812 Est. Cost $38.20 Unrealized
BIIB Biogen IDEC Inc. 0.1%
Value ($000) $215 Shares 761 Est. Cost $327.75 Unrealized 0.0%
PRU Prudential 0.1%
Value ($000) $212 Shares 2,013 Est. Cost $83.42 Unrealized 0.0%
Kronos Worldwide 0.1%
Value ($000) $206 Shares 16,592 Est. Cost $14.01 Unrealized
HRB H & R Block 0.1%
Value ($000) $204 Shares 8,176 Est. Cost $21.66 Unrealized 0.0%