EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 31, 2022

Total Value ($000): $230,070 (100.0% shares, 0.0% debt)

Holdings (146)

AAPL Apple 1.8%
Value ($000) $4,111 Shares 23,150 Est. Cost $77.97 Unrealized +98.4%
COST Costco 1.7%
Value ($000) $4,006 Shares 7,056 Est. Cost $88.24 Unrealized +453.2%
TMO Thermo Fisher Scientific 1.7%
Value ($000) $4,003 Shares 5,999 Est. Cost $80.23 Unrealized +669.3%
MSFT Microsoft 1.4%
Value ($000) $3,304 Shares 9,824 Est. Cost $26.70 Unrealized +1073.7%
UNH UnitedHealth Group 1.4%
Value ($000) $3,290 Shares 6,551 Est. Cost $164.29 Unrealized +157.0%
AMZN Amazon.com 1.4%
Value ($000) $3,188 Shares 956 Est. Cost $19.15 Unrealized +793.7%
EW Edwards Lifesciences 1.4%
Value ($000) $3,166 Shares 24,442 Est. Cost $58.28 Unrealized +100.1%
DHR Danaher 1.4%
Value ($000) $3,158 Shares 9,599 Est. Cost $29.73 Unrealized +808.4%
ITW Illinois Tool Works 1.4%
Value ($000) $3,146 Shares 12,749 Est. Cost $55.95 Unrealized +275.9%
CHD Church & Dwight 1.4%
Value ($000) $3,125 Shares 30,485 Est. Cost $36.85 Unrealized +134.4%
NVDA Nvidia 1.4%
Value ($000) $3,118 Shares 10,600 Est. Cost $16.45 Unrealized +66.9%
EXPD Expeditors Int'l 1.4%
Value ($000) $3,112 Shares 23,172 Est. Cost $66.24 Unrealized +79.7%
SYK Stryker 1.3%
Value ($000) $3,095 Shares 11,575 Est. Cost $58.86 Unrealized +326.6%
GWW W.W. Grainger 1.3%
Value ($000) $3,057 Shares 5,898 Est. Cost $188.99 Unrealized +139.4%
APH Amphenol 1.3%
Value ($000) $3,045 Shares 34,819 Est. Cost $20.85 Unrealized +86.7%
SHW Sherwin-Williams 1.3%
Value ($000) $2,951 Shares 8,381 Est. Cost $198.20 Unrealized +57.0%
ADP Automatic Data Processing 1.3%
Value ($000) $2,937 Shares 11,912 Est. Cost $47.72 Unrealized +334.3%
PG Procter & Gamble 1.3%
Value ($000) $2,935 Shares 17,945 Est. Cost $57.33 Unrealized +134.0%
PEP PepsiCo 1.3%
Value ($000) $2,904 Shares 16,716 Est. Cost $59.69 Unrealized +140.3%
Oracle Corp. 1.3%
Value ($000) $2,878 Shares 33,005 Est. Cost $31.85 Unrealized
JPM J.P. Morgan Chase 1.2%
Value ($000) $2,853 Shares 18,018 Est. Cost $39.44 Unrealized +274.9%
ORLY O'Reilly Auto 1.2%
Value ($000) $2,793 Shares 3,955 Est. Cost $9.73 Unrealized +344.9%
AXP American Express 1.2%
Value ($000) $2,769 Shares 16,928 Est. Cost $59.31 Unrealized +172.8%
BALL Ball Corp. 1.2%
Value ($000) $2,762 Shares 28,691 Est. Cost $27.97 Unrealized +212.6%
CSL Carlisle 1.2%
Value ($000) $2,752 Shares 11,091 Est. Cost $65.02 Unrealized +236.9%
Visa 1.2%
Value ($000) $2,710 Shares 12,503 Est. Cost $98.08 Unrealized
MCD McDonalds 1.2%
Value ($000) $2,655 Shares 9,905 Est. Cost $97.11 Unrealized +136.4%
APD Air Products & Chem. 1.1%
Value ($000) $2,621 Shares 8,613 Est. Cost $118.55 Unrealized +122.4%
NKE Nike 1.1%
Value ($000) $2,607 Shares 15,640 Est. Cost $41.89 Unrealized +269.0%
CVS CVS Health 1.1%
Value ($000) $2,601 Shares 25,212 Est. Cost $50.98 Unrealized +57.9%
EMR Emerson Electric 1.1%
Value ($000) $2,592 Shares 27,875 Est. Cost $43.38 Unrealized +99.4%
CSCO Cisco Systems 1.1%
Value ($000) $2,580 Shares 40,708 Est. Cost $20.57 Unrealized +145.3%
ECL Ecolab 1.1%
Value ($000) $2,567 Shares 10,941 Est. Cost $77.69 Unrealized +177.4%
CTSH Cognizant Tech 1.1%
Value ($000) $2,554 Shares 28,782 Est. Cost $40.15 Unrealized +87.5%
AFL AFLAC 1.1%
Value ($000) $2,547 Shares 43,612 Est. Cost $28.81 Unrealized +77.0%
WMT Walmart 1.1%
Value ($000) $2,475 Shares 17,105 Est. Cost $23.70 Unrealized +90.6%
ABT Abbott Laboratories 1.1%
Value ($000) $2,463 Shares 17,503 Est. Cost $33.03 Unrealized +259.3%
FISV Fiserv 1.0%
Value ($000) $2,408 Shares 23,199 Est. Cost $46.82 Unrealized +120.8%
Alphabet Class A 1.0%
Value ($000) $2,390 Shares 825 Est. Cost $777.78 Unrealized
NextEra Energy 1.0%
Value ($000) $2,385 Shares 25,548 Est. Cost $78.75 Unrealized
DIS Walt Disney 1.0%
Value ($000) $2,381 Shares 15,373 Est. Cost $60.32 Unrealized +161.6%
FAST Fastenal Co. 1.0%
Value ($000) $2,325 Shares 36,291 Est. Cost $14.01 Unrealized +90.3%
DLTR Dollar Tree 1.0%
Value ($000) $2,234 Shares 15,901 Est. Cost $84.29 Unrealized +44.1%
BDX Becton Dickinson 1.0%
Value ($000) $2,219 Shares 8,825 Est. Cost $108.04 Unrealized +106.8%
CL Colgate Palmolive 1.0%
Value ($000) $2,209 Shares 25,884 Est. Cost $46.53 Unrealized +52.4%
AMGN Amgen 1.0%
Value ($000) $2,208 Shares 9,815 Est. Cost $79.48 Unrealized +132.9%
INTU Intuit 1.0%
Value ($000) $2,196 Shares 3,414 Est. Cost $91.87 Unrealized +554.7%
D.R. Horton 0.9%
Value ($000) $2,180 Shares 20,103 Est. Cost $36.92 Unrealized
LOW Lowes 0.9%
Value ($000) $2,154 Shares 8,334 Est. Cost $46.18 Unrealized +376.0%
JNJ Johnson & Johnson 0.9%
Value ($000) $2,148 Shares 12,555 Est. Cost $62.23 Unrealized +133.1%
FDS Factset Research 0.9%
Value ($000) $2,070 Shares 4,259 Est. Cost $156.25 Unrealized +175.9%
Cerner 0.9%
Value ($000) $2,062 Shares 22,200 Est. Cost $58.84 Unrealized
AbbVie 0.9%
Value ($000) $2,023 Shares 14,939 Est. Cost $105.45 Unrealized
AVY Avery Dennison 0.9%
Value ($000) $2,016 Shares 9,308 Est. Cost $83.52 Unrealized +138.2%
HD Home Depot 0.9%
Value ($000) $2,000 Shares 4,819 Est. Cost $69.06 Unrealized +396.9%
GPC Genuine Parts 0.8%
Value ($000) $1,936 Shares 13,812 Est. Cost $64.31 Unrealized +83.5%
Verisk Analytics 0.8%
Value ($000) $1,900 Shares 8,307 Est. Cost $200.74 Unrealized
NOC Northrop Grumman 0.8%
Value ($000) $1,880 Shares 4,857 Est. Cost $140.13 Unrealized +148.5%
META Meta Platforms 0.8%
Value ($000) $1,879 Shares 5,586 Est. Cost $110.03 Unrealized +199.6%
MMM 3M Co. 0.8%
Value ($000) $1,837 Shares 10,341 Est. Cost $74.78 Unrealized +70.2%
HON Honeywell 0.8%
Value ($000) $1,778 Shares 8,528 Est. Cost $64.54 Unrealized +186.7%
IDXX IDEXX Laboratories 0.8%
Value ($000) $1,759 Shares 2,672 Est. Cost $83.49 Unrealized +651.9%
DOV Dover 0.8%
Value ($000) $1,732 Shares 9,539 Est. Cost $41.41 Unrealized +288.6%
SBUX Starbucks 0.7%
Value ($000) $1,680 Shares 14,360 Est. Cost $40.51 Unrealized +152.3%
TSCO Tractor Supply Co. 0.7%
Value ($000) $1,654 Shares 6,931 Est. Cost $32.81 Unrealized +24.1%
CVX Chevron Corp. 0.7%
Value ($000) $1,637 Shares 13,954 Est. Cost $72.98 Unrealized +31.7%
ROP Roper Technologies 0.7%
Value ($000) $1,631 Shares 3,317 Est. Cost $118.61 Unrealized +291.2%
VZ Verizon 0.7%
Value ($000) $1,625 Shares 31,267 Est. Cost $30.77 Unrealized +31.3%
AMD Advanced Micro 0.7%
Value ($000) $1,608 Shares 11,173 Est. Cost $41.94 Unrealized +220.5%
SJM J.M. Smucker 0.7%
Value ($000) $1,605 Shares 11,815 Est. Cost $95.56 Unrealized +16.2%
BMY Bristol-Myers Squibb 0.7%
Value ($000) $1,565 Shares 25,105 Est. Cost $44.19 Unrealized +11.4%
Booking Holdings 0.7%
Value ($000) $1,558 Shares 649 Est. Cost $2085.59 Unrealized
AA Alcoa 0.6%
Value ($000) $1,495 Shares 25,088 Est. Cost $34.80 Unrealized +37.7%
TXN Texas Instruments 0.6%
Value ($000) $1,490 Shares 7,905 Est. Cost $26.44 Unrealized +543.6%
Lam Research 0.6%
Value ($000) $1,478 Shares 2,055 Est. Cost $407.25 Unrealized
Alphabet Class C 0.6%
Value ($000) $1,470 Shares 508 Est. Cost $758.90 Unrealized
PYPL PayPal 0.6%
Value ($000) $1,440 Shares 7,636 Est. Cost $37.64 Unrealized +473.5%
SNA Snap-on 0.6%
Value ($000) $1,439 Shares 6,680 Est. Cost $143.93 Unrealized +33.1%
Adobe Systems 0.6%
Value ($000) $1,361 Shares 2,400 Est. Cost $513.16 Unrealized
KMB Kimberly Clark 0.6%
Value ($000) $1,309 Shares 9,159 Est. Cost $90.35 Unrealized +27.6%
ADM Archer Daniels Midland 0.6%
Value ($000) $1,302 Shares 19,265 Est. Cost $53.90 Unrealized +6.5%
ADI Analog Devices 0.6%
Value ($000) $1,291 Shares 7,347 Est. Cost $62.50 Unrealized +163.5%
INTC Intel 0.6%
Value ($000) $1,279 Shares 24,834 Est. Cost $43.52 Unrealized +8.7%
CLX Clorox 0.6%
Value ($000) $1,270 Shares 7,282 Est. Cost $91.12 Unrealized +59.8%
CTAS Cintas 0.5%
Value ($000) $1,207 Shares 2,724 Est. Cost $60.91 Unrealized +70.3%
COR AmerisourceBergen 0.5%
Value ($000) $1,183 Shares 8,904 Est. Cost $50.09 Unrealized +133.8%
Salesforce 0.5%
Value ($000) $1,171 Shares 4,608 Est. Cost $223.46 Unrealized
GIS General Mills 0.5%
Value ($000) $1,136 Shares 16,866 Est. Cost $38.70 Unrealized +42.8%
SWK Stanley Black & Decker 0.5%
Value ($000) $1,128 Shares 5,981 Est. Cost $112.77 Unrealized +40.6%
Medtronic 0.4%
Value ($000) $1,026 Shares 9,916 Est. Cost $87.56 Unrealized
Freeport-McMoRan 0.4%
Value ($000) $1,010 Shares 24,192 Est. Cost $41.75 Unrealized
UPS United Parcel Service Cl B 0.4%
Value ($000) $994 Shares 4,640 Est. Cost $93.22 Unrealized +80.8%
LLY Eli Lilly 0.4%
Value ($000) $994 Shares 3,598 Est. Cost $45.17 Unrealized +439.9%
Netflix 0.4%
Value ($000) $983 Shares 1,632 Est. Cost $491.58 Unrealized
EOG Resources 0.4%
Value ($000) $897 Shares 10,099 Est. Cost $56.41 Unrealized
F Ford Motor Company 0.4%
Value ($000) $837 Shares 40,301 Est. Cost $14.00 Unrealized 0.0%
AKAM Akamai Technologies 0.4%
Value ($000) $836 Shares 7,147 Est. Cost $103.88 Unrealized +5.9%
XOM ExxonMobil 0.4%
Value ($000) $835 Shares 13,645 Est. Cost $53.07 Unrealized +1.6%
Constellation Brands 0.4%
Value ($000) $831 Shares 3,310 Est. Cost $194.56 Unrealized
Check Point Software 0.4%
Value ($000) $821 Shares 7,047 Est. Cost $107.97 Unrealized
LMT Lockheed Martin 0.4%
Value ($000) $816 Shares 2,296 Est. Cost $170.54 Unrealized +81.2%
Raytheon Technologies 0.3%
Value ($000) $734 Shares 8,529 Est. Cost $61.65 Unrealized
Merck 0.3%
Value ($000) $724 Shares 9,446 Est. Cost $77.28 Unrealized
DE Deere 0.3%
Value ($000) $708 Shares 2,066 Est. Cost $83.24 Unrealized +294.8%
VMC Vulcan Materials 0.3%
Value ($000) $700 Shares 3,371 Est. Cost $118.25 Unrealized +58.5%
Truist Financial 0.3%
Value ($000) $691 Shares 11,802 Est. Cost $54.94 Unrealized
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $660 Shares 389 Est. Cost $671.83 Unrealized +125.0%
Amcor PLC 0.3%
Value ($000) $655 Shares 54,543 Est. Cost $11.47 Unrealized
PFE Pfizer 0.3%
Value ($000) $648 Shares 10,976 Est. Cost $27.16 Unrealized +48.1%
MDLZ Mondelez International 0.3%
Value ($000) $641 Shares 9,665 Est. Cost $50.13 Unrealized +10.3%
DCI Donaldson 0.3%
Value ($000) $598 Shares 10,095 Est. Cost $32.68 Unrealized +69.2%
IBM IBM 0.2%
Value ($000) $539 Shares 4,034 Est. Cost $109.85 Unrealized -3.1%
Activision Blizzard 0.2%
Value ($000) $536 Shares 8,063 Est. Cost $87.89 Unrealized
MKC McCormick 0.2%
Value ($000) $485 Shares 5,018 Est. Cost $63.03 Unrealized +23.3%
Globe Life 0.2%
Value ($000) $479 Shares 5,110 Est. Cost $96.21 Unrealized
Valero Energy Corp 0.2%
Value ($000) $451 Shares 6,005 Est. Cost $60.80 Unrealized
ITT Corporation 0.2%
Value ($000) $443 Shares 4,336 Est. Cost $58.80 Unrealized
MS Morgan Stanley 0.2%
Value ($000) $417 Shares 4,246 Est. Cost $47.36 Unrealized +83.2%
ED Consolidated Edison 0.2%
Value ($000) $409 Shares 4,789 Est. Cost $64.34 Unrealized +5.8%
CAT Caterpillar 0.2%
Value ($000) $402 Shares 1,944 Est. Cost $133.40 Unrealized +39.9%
AT&T 0.2%
Value ($000) $398 Shares 16,189 Est. Cost $34.63 Unrealized
FITB Fifth Third Bancorp 0.2%
Value ($000) $392 Shares 9,000 Est. Cost $15.37 Unrealized +141.5%
RMD ResMed 0.2%
Value ($000) $372 Shares 1,430 Est. Cost $192.34 Unrealized +30.1%
PCAR PACCAR Inc. 0.2%
Value ($000) $362 Shares 4,101 Est. Cost $36.44 Unrealized +33.8%
Mastercard 0.1%
Value ($000) $332 Shares 923 Est. Cost $200.52 Unrealized
Principal Financial Group 0.1%
Value ($000) $328 Shares 4,531 Est. Cost $61.19 Unrealized
ConocoPhillips 0.1%
Value ($000) $327 Shares 4,526 Est. Cost $59.30 Unrealized
C Citigroup 0.1%
Value ($000) $322 Shares 5,337 Est. Cost $48.53 Unrealized +17.8%
GILD Gilead Sciences 0.1%
Value ($000) $321 Shares 4,418 Est. Cost $54.93 Unrealized +7.1%
CCK Crown Holdings 0.1%
Value ($000) $309 Shares 2,794 Est. Cost $100.56 Unrealized +1.1%
Quest Diagnostics 0.1%
Value ($000) $308 Shares 1,782 Est. Cost $113.76 Unrealized
DuPont 0.1%
Value ($000) $297 Shares 3,680 Est. Cost $80.71 Unrealized
SO Southern Company 0.1%
Value ($000) $288 Shares 4,205 Est. Cost $54.69 Unrealized +0.0%
CI Cigna 0.1%
Value ($000) $276 Shares 1,201 Est. Cost $169.75 Unrealized +16.2%
GGG Graco Inc. 0.1%
Value ($000) $272 Shares 3,375 Est. Cost $62.71 Unrealized +14.7%
Duke Energy 0.1%
Value ($000) $268 Shares 2,553 Est. Cost $81.19 Unrealized
GlaxoSmithkline PLC 0.1%
Value ($000) $263 Shares 5,959 Est. Cost $38.34 Unrealized
Kronos Worldwide 0.1%
Value ($000) $257 Shares 17,152 Est. Cost $14.04 Unrealized
TGT Target 0.1%
Value ($000) $243 Shares 1,052 Est. Cost $219.90 Unrealized -2.6%
BA Boeing 0.1%
Value ($000) $243 Shares 1,207 Est. Cost $141.82 Unrealized +49.0%
Dominion Energy 0.1%
Value ($000) $233 Shares 2,964 Est. Cost $76.21 Unrealized
Goldman Sachs Group 0.1%
Value ($000) $230 Shares 602 Est. Cost $382.06 Unrealized
SYY Sysco 0.1%
Value ($000) $229 Shares 2,912 Est. Cost $60.02 Unrealized +14.6%
PRU Prudential 0.1%
Value ($000) $222 Shares 2,053 Est. Cost $83.53 Unrealized +6.4%
MAR Marriott Intl. Class A 0.1%
Value ($000) $220 Shares 1,332 Est. Cost $151.70 Unrealized 0.0%
Walgreens Alliance Boots 0.1%
Value ($000) $207 Shares 3,969 Est. Cost $52.15 Unrealized