EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 27, 2022

Total Value ($000): $215,792 (100.0% shares, 0.0% debt)

Holdings (147)

COST Costco 1.8%
Value ($000) $3,806 Shares 6,610 Est. Cost $88.24 Unrealized +467.6%
AAPL Apple 1.7%
Value ($000) $3,776 Shares 21,626 Est. Cost $77.97 Unrealized +111.4%
TMO Thermo Fisher Scientific 1.6%
Value ($000) $3,413 Shares 5,779 Est. Cost $80.23 Unrealized +608.1%
ADM Archer Daniels Midland 1.6%
Value ($000) $3,387 Shares 37,524 Est. Cost $61.56 Unrealized +13.1%
UNH UnitedHealth Group 1.5%
Value ($000) $3,279 Shares 6,430 Est. Cost $164.29 Unrealized +174.6%
AMZN Amazon.com 1.4%
Value ($000) $3,107 Shares 953 Est. Cost $19.15 Unrealized +706.8%
SYK Stryker 1.4%
Value ($000) $3,058 Shares 11,438 Est. Cost $58.86 Unrealized +321.7%
AXP American Express 1.4%
Value ($000) $3,004 Shares 16,066 Est. Cost $59.31 Unrealized +189.6%
CHD Church & Dwight 1.4%
Value ($000) $2,995 Shares 30,139 Est. Cost $36.85 Unrealized +158.2%
MSFT Microsoft 1.4%
Value ($000) $2,985 Shares 9,681 Est. Cost $26.70 Unrealized +991.2%
GWW W.W. Grainger 1.4%
Value ($000) $2,945 Shares 5,709 Est. Cost $188.99 Unrealized +150.5%
EW Edwards Lifesciences 1.3%
Value ($000) $2,823 Shares 23,982 Est. Cost $58.28 Unrealized +92.5%
NVDA Nvidia 1.3%
Value ($000) $2,783 Shares 10,201 Est. Cost $16.45 Unrealized +52.2%
AFL AFLAC 1.3%
Value ($000) $2,773 Shares 43,058 Est. Cost $28.81 Unrealized +98.9%
PEP PepsiCo 1.3%
Value ($000) $2,769 Shares 16,543 Est. Cost $59.69 Unrealized +148.7%
DHR Danaher 1.3%
Value ($000) $2,756 Shares 9,396 Est. Cost $29.73 Unrealized +726.4%
Visa 1.3%
Value ($000) $2,750 Shares 12,401 Est. Cost $98.08 Unrealized
EMR Emerson Electric 1.3%
Value ($000) $2,745 Shares 27,995 Est. Cost $43.38 Unrealized +101.6%
Oracle Corp. 1.3%
Value ($000) $2,717 Shares 32,840 Est. Cost $31.85 Unrealized
PG Procter & Gamble 1.3%
Value ($000) $2,701 Shares 17,680 Est. Cost $57.33 Unrealized +147.9%
ADP Automatic Data Processing 1.2%
Value ($000) $2,688 Shares 11,811 Est. Cost $47.72 Unrealized +312.6%
ITW Illinois Tool Works 1.2%
Value ($000) $2,663 Shares 12,716 Est. Cost $55.95 Unrealized +264.0%
APH Amphenol 1.2%
Value ($000) $2,585 Shares 34,312 Est. Cost $20.85 Unrealized +79.0%
BALL Ball Corp. 1.2%
Value ($000) $2,574 Shares 28,605 Est. Cost $27.97 Unrealized +208.2%
CTSH Cognizant Tech 1.2%
Value ($000) $2,554 Shares 28,477 Est. Cost $40.15 Unrealized +105.4%
WMT Walmart 1.2%
Value ($000) $2,536 Shares 17,031 Est. Cost $23.70 Unrealized +88.2%
CSL Carlisle 1.2%
Value ($000) $2,534 Shares 10,304 Est. Cost $65.02 Unrealized +244.6%
DLTR Dollar Tree 1.2%
Value ($000) $2,504 Shares 15,634 Est. Cost $84.29 Unrealized +67.8%
CVX Chevron Corp. 1.1%
Value ($000) $2,478 Shares 15,221 Est. Cost $77.12 Unrealized +59.2%
JPM J.P. Morgan Chase 1.1%
Value ($000) $2,447 Shares 17,951 Est. Cost $39.44 Unrealized +238.9%
MCD McDonalds 1.1%
Value ($000) $2,427 Shares 9,816 Est. Cost $97.11 Unrealized +134.6%
EXPD Expeditors Int'l 1.1%
Value ($000) $2,410 Shares 23,363 Est. Cost $66.24 Unrealized +58.7%
ORLY O'Reilly Auto 1.1%
Value ($000) $2,397 Shares 3,499 Est. Cost $9.73 Unrealized +359.2%
AbbVie 1.1%
Value ($000) $2,370 Shares 14,620 Est. Cost $105.45 Unrealized
AMGN Amgen 1.1%
Value ($000) $2,362 Shares 9,766 Est. Cost $79.48 Unrealized +155.8%
FISV Fiserv 1.1%
Value ($000) $2,349 Shares 23,163 Est. Cost $46.82 Unrealized +116.2%
CVS CVS Health 1.1%
Value ($000) $2,341 Shares 23,127 Est. Cost $50.98 Unrealized +80.5%
BDX Becton Dickinson 1.1%
Value ($000) $2,323 Shares 8,734 Est. Cost $108.04 Unrealized +123.1%
JNJ Johnson & Johnson 1.0%
Value ($000) $2,252 Shares 12,705 Est. Cost $63.29 Unrealized +139.9%
CSCO Cisco Systems 1.0%
Value ($000) $2,250 Shares 40,356 Est. Cost $20.57 Unrealized +144.4%
Alphabet Class A 1.0%
Value ($000) $2,222 Shares 799 Est. Cost $777.78 Unrealized
APD Air Products & Chem. 1.0%
Value ($000) $2,165 Shares 8,663 Est. Cost $118.55 Unrealized +95.6%
NextEra Energy 1.0%
Value ($000) $2,155 Shares 25,435 Est. Cost $78.75 Unrealized
DIS Walt Disney 1.0%
Value ($000) $2,133 Shares 15,553 Est. Cost $61.26 Unrealized +130.6%
Cerner 1.0%
Value ($000) $2,118 Shares 22,641 Est. Cost $59.52 Unrealized
NKE Nike 1.0%
Value ($000) $2,111 Shares 15,692 Est. Cost $41.89 Unrealized +215.0%
FAST Fastenal Co. 1.0%
Value ($000) $2,108 Shares 35,481 Est. Cost $14.01 Unrealized +81.4%
NOC Northrop Grumman 1.0%
Value ($000) $2,105 Shares 4,708 Est. Cost $140.13 Unrealized +176.6%
AA Alcoa 1.0%
Value ($000) $2,098 Shares 23,303 Est. Cost $34.80 Unrealized +99.9%
SHW Sherwin-Williams 1.0%
Value ($000) $2,062 Shares 8,260 Est. Cost $198.20 Unrealized +34.5%
ABT Abbott Laboratories 1.0%
Value ($000) $2,054 Shares 17,358 Est. Cost $33.03 Unrealized +249.3%
CL Colgate Palmolive 0.9%
Value ($000) $1,959 Shares 25,832 Est. Cost $46.53 Unrealized +55.4%
BMY Bristol-Myers Squibb 0.9%
Value ($000) $1,867 Shares 25,564 Est. Cost $44.42 Unrealized +28.0%
ECL Ecolab 0.9%
Value ($000) $1,843 Shares 10,439 Est. Cost $77.69 Unrealized +131.1%
FDS Factset Research 0.8%
Value ($000) $1,807 Shares 4,162 Est. Cost $156.25 Unrealized +160.1%
GPC Genuine Parts 0.8%
Value ($000) $1,731 Shares 13,732 Est. Cost $64.31 Unrealized +80.5%
TSCO Tractor Supply Co. 0.8%
Value ($000) $1,718 Shares 7,363 Est. Cost $33.31 Unrealized +23.9%
LOW Lowes 0.8%
Value ($000) $1,673 Shares 8,276 Est. Cost $46.18 Unrealized +362.0%
HON Honeywell 0.8%
Value ($000) $1,649 Shares 8,473 Est. Cost $64.54 Unrealized +163.9%
INTU Intuit 0.8%
Value ($000) $1,636 Shares 3,402 Est. Cost $91.87 Unrealized +443.7%
VZ Verizon 0.8%
Value ($000) $1,624 Shares 31,873 Est. Cost $30.97 Unrealized +34.0%
AVY Avery Dennison 0.7%
Value ($000) $1,608 Shares 9,243 Est. Cost $83.52 Unrealized +107.6%
SJM J.M. Smucker 0.7%
Value ($000) $1,592 Shares 11,755 Est. Cost $95.56 Unrealized +25.1%
Booking Holdings 0.7%
Value ($000) $1,562 Shares 665 Est. Cost $2091.93 Unrealized
ROP Roper Technologies 0.7%
Value ($000) $1,555 Shares 3,293 Est. Cost $118.61 Unrealized +270.3%
Verisk Analytics 0.7%
Value ($000) $1,529 Shares 7,124 Est. Cost $200.74 Unrealized
DOV Dover 0.7%
Value ($000) $1,485 Shares 9,464 Est. Cost $41.41 Unrealized +276.8%
MMM 3M Co. 0.7%
Value ($000) $1,480 Shares 9,942 Est. Cost $74.78 Unrealized +53.3%
IDXX IDEXX Laboratories 0.7%
Value ($000) $1,458 Shares 2,665 Est. Cost $83.49 Unrealized +530.0%
D.R. Horton 0.7%
Value ($000) $1,458 Shares 19,568 Est. Cost $36.92 Unrealized
TXN Texas Instruments 0.7%
Value ($000) $1,451 Shares 7,910 Est. Cost $26.44 Unrealized +495.0%
HD Home Depot 0.7%
Value ($000) $1,429 Shares 4,775 Est. Cost $69.06 Unrealized +354.7%
SNA Snap-on 0.7%
Value ($000) $1,426 Shares 6,942 Est. Cost $145.68 Unrealized +30.7%
Alphabet Class C 0.6%
Value ($000) $1,366 Shares 489 Est. Cost $758.90 Unrealized
Lam Research 0.6%
Value ($000) $1,358 Shares 2,526 Est. Cost $431.56 Unrealized
SBUX Starbucks 0.6%
Value ($000) $1,326 Shares 14,580 Est. Cost $41.19 Unrealized +108.6%
COR AmerisourceBergen 0.6%
Value ($000) $1,320 Shares 8,532 Est. Cost $50.09 Unrealized +171.9%
META Meta Platforms 0.6%
Value ($000) $1,248 Shares 5,612 Est. Cost $110.03 Unrealized +125.6%
EOG Resources 0.6%
Value ($000) $1,235 Shares 10,355 Est. Cost $57.97 Unrealized
CTAS Cintas 0.6%
Value ($000) $1,218 Shares 2,863 Est. Cost $62.51 Unrealized +50.2%
CLX Clorox 0.6%
Value ($000) $1,213 Shares 8,726 Est. Cost $98.34 Unrealized +37.0%
ADI Analog Devices 0.6%
Value ($000) $1,201 Shares 7,269 Est. Cost $62.50 Unrealized +142.0%
Freeport-McMoRan 0.6%
Value ($000) $1,194 Shares 23,999 Est. Cost $41.75 Unrealized
AMD Advanced Micro 0.5%
Value ($000) $1,186 Shares 10,845 Est. Cost $41.94 Unrealized +184.7%
INTC Intel 0.5%
Value ($000) $1,164 Shares 23,494 Est. Cost $43.52 Unrealized +6.1%
XOM ExxonMobil 0.5%
Value ($000) $1,150 Shares 13,921 Est. Cost $53.36 Unrealized +27.2%
GIS General Mills 0.5%
Value ($000) $1,136 Shares 16,777 Est. Cost $38.70 Unrealized +51.9%
Medtronic 0.5%
Value ($000) $1,076 Shares 9,696 Est. Cost $87.56 Unrealized
LMT Lockheed Martin 0.5%
Value ($000) $1,014 Shares 2,297 Est. Cost $170.54 Unrealized +114.1%
UPS United Parcel Service Cl B 0.5%
Value ($000) $977 Shares 4,555 Est. Cost $93.22 Unrealized +90.1%
Check Point Software 0.4%
Value ($000) $943 Shares 6,820 Est. Cost $107.97 Unrealized
LLY Eli Lilly 0.4%
Value ($000) $942 Shares 3,290 Est. Cost $45.17 Unrealized +450.2%
ED Consolidated Edison 0.4%
Value ($000) $905 Shares 9,555 Est. Cost $69.95 Unrealized +8.1%
PYPL PayPal 0.4%
Value ($000) $881 Shares 7,621 Est. Cost $37.64 Unrealized +252.8%
KMB Kimberly Clark 0.4%
Value ($000) $867 Shares 7,038 Est. Cost $90.35 Unrealized +26.2%
ConocoPhillips 0.4%
Value ($000) $842 Shares 8,423 Est. Cost $78.11 Unrealized
AKAM Akamai Technologies 0.4%
Value ($000) $827 Shares 6,927 Est. Cost $103.88 Unrealized +8.0%
Truist Financial 0.4%
Value ($000) $816 Shares 14,383 Est. Cost $55.26 Unrealized
DE Deere 0.4%
Value ($000) $809 Shares 1,948 Est. Cost $83.24 Unrealized +336.1%
Raytheon Technologies 0.4%
Value ($000) $806 Shares 8,134 Est. Cost $61.65 Unrealized
SWK Stanley Black & Decker 0.4%
Value ($000) $797 Shares 5,703 Est. Cost $112.77 Unrealized +26.3%
Adobe Systems 0.4%
Value ($000) $766 Shares 1,682 Est. Cost $513.16 Unrealized
Constellation Brands 0.4%
Value ($000) $757 Shares 3,288 Est. Cost $194.56 Unrealized
VMC Vulcan Materials 0.3%
Value ($000) $633 Shares 3,446 Est. Cost $119.61 Unrealized +51.2%
Valero Energy Corp 0.3%
Value ($000) $630 Shares 6,209 Est. Cost $62.14 Unrealized
Amcor PLC 0.3%
Value ($000) $615 Shares 54,283 Est. Cost $11.47 Unrealized
Salesforce 0.3%
Value ($000) $610 Shares 2,871 Est. Cost $223.46 Unrealized
MDLZ Mondelez International 0.3%
Value ($000) $597 Shares 9,515 Est. Cost $50.13 Unrealized +17.0%
Globe Life 0.3%
Value ($000) $547 Shares 5,435 Est. Cost $96.47 Unrealized
MTD Mettler-Toledo Int'l 0.2%
Value ($000) $526 Shares 383 Est. Cost $671.83 Unrealized +114.8%
IBM IBM 0.2%
Value ($000) $525 Shares 4,035 Est. Cost $109.85 Unrealized +2.0%
DCI Donaldson 0.2%
Value ($000) $524 Shares 10,095 Est. Cost $32.68 Unrealized +56.4%
MKC McCormick 0.2%
Value ($000) $497 Shares 4,978 Est. Cost $63.03 Unrealized +42.1%
Activision Blizzard 0.2%
Value ($000) $473 Shares 5,902 Est. Cost $87.89 Unrealized
PFE Pfizer 0.2%
Value ($000) $451 Shares 8,702 Est. Cost $27.16 Unrealized +56.4%
CCK Crown Holdings 0.2%
Value ($000) $441 Shares 3,524 Est. Cost $103.20 Unrealized +9.8%
MS Morgan Stanley 0.2%
Value ($000) $434 Shares 4,961 Est. Cost $52.73 Unrealized +60.5%
CAT Caterpillar 0.2%
Value ($000) $426 Shares 1,914 Est. Cost $133.40 Unrealized +46.5%
Netflix 0.2%
Value ($000) $387 Shares 1,034 Est. Cost $491.58 Unrealized
PCAR PACCAR Inc. 0.2%
Value ($000) $361 Shares 4,101 Est. Cost $36.44 Unrealized +43.9%
LUV Southwest Airlines 0.2%
Value ($000) $351 Shares 7,674 Est. Cost $40.90 Unrealized 0.0%
RMD ResMed 0.2%
Value ($000) $347 Shares 1,430 Est. Cost $192.34 Unrealized +21.5%
FITB Fifth Third Bancorp 0.2%
Value ($000) $346 Shares 8,030 Est. Cost $15.37 Unrealized +159.5%
Principal Financial Group 0.2%
Value ($000) $333 Shares 4,531 Est. Cost $61.19 Unrealized
Mastercard 0.2%
Value ($000) $330 Shares 923 Est. Cost $200.52 Unrealized
F Ford Motor Company 0.2%
Value ($000) $327 Shares 19,321 Est. Cost $14.00 Unrealized +3.9%
ITT Corporation 0.2%
Value ($000) $326 Shares 4,336 Est. Cost $58.80 Unrealized
SO Southern Company 0.1%
Value ($000) $305 Shares 4,205 Est. Cost $54.69 Unrealized +7.3%
Merck 0.1%
Value ($000) $288 Shares 3,507 Est. Cost $77.28 Unrealized
CI Cigna 0.1%
Value ($000) $286 Shares 1,195 Est. Cost $169.75 Unrealized +28.6%
Duke Energy 0.1%
Value ($000) $284 Shares 2,547 Est. Cost $81.19 Unrealized
DuPont 0.1%
Value ($000) $269 Shares 3,650 Est. Cost $80.71 Unrealized
GlaxoSmithkline PLC 0.1%
Value ($000) $259 Shares 5,950 Est. Cost $38.34 Unrealized
Kronos Worldwide 0.1%
Value ($000) $258 Shares 16,630 Est. Cost $14.04 Unrealized
MAR Marriott Intl. Class A 0.1%
Value ($000) $258 Shares 1,467 Est. Cost $152.50 Unrealized +5.1%
PRU Prudential 0.1%
Value ($000) $250 Shares 2,114 Est. Cost $83.83 Unrealized +12.3%
Quest Diagnostics 0.1%
Value ($000) $244 Shares 1,782 Est. Cost $113.76 Unrealized
SYY Sysco 0.1%
Value ($000) $236 Shares 2,892 Est. Cost $60.02 Unrealized +21.0%
GGG Graco Inc. 0.1%
Value ($000) $235 Shares 3,375 Est. Cost $62.71 Unrealized +9.1%
WMB Williams Companies 0.1%
Value ($000) $232 Shares 6,950 Est. Cost $25.54 Unrealized 0.0%
BA Boeing 0.1%
Value ($000) $230 Shares 1,202 Est. Cost $141.82 Unrealized +41.5%
Signature Bank 0.1%
Value ($000) $228 Shares 776 Est. Cost $293.81 Unrealized
UNM Unum Group 0.1%
Value ($000) $223 Shares 7,084 Est. Cost $27.94 Unrealized 0.0%
AT&T 0.1%
Value ($000) $219 Shares 9,273 Est. Cost $34.63 Unrealized
HRB H & R Block 0.1%
Value ($000) $212 Shares 8,160 Est. Cost $21.58 Unrealized 0.0%
TGT Target 0.1%
Value ($000) $209 Shares 987 Est. Cost $219.90 Unrealized -13.0%
Dominion Energy 0.1%
Value ($000) $203 Shares 2,392 Est. Cost $76.21 Unrealized