EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 26, 2022

Total Value ($000): $185,761 (100.0% shares, 0.0% debt)

Holdings (148)

UNH UnitedHealth Group 1.8%
Value ($000) $3,269 Shares 6,364 Est. Cost $164.29 Unrealized +186.7%
TMO Thermo Fisher Scientific 1.7%
Value ($000) $3,097 Shares 5,701 Est. Cost $80.23 Unrealized +578.9%
COST Costco 1.7%
Value ($000) $3,070 Shares 6,406 Est. Cost $88.24 Unrealized +449.6%
AAPL Apple 1.6%
Value ($000) $2,970 Shares 21,723 Est. Cost $77.97 Unrealized +90.6%
ADM Archer Daniels Midland 1.5%
Value ($000) $2,809 Shares 36,196 Est. Cost $61.56 Unrealized +27.5%
CHD Church & Dwight 1.5%
Value ($000) $2,758 Shares 29,759 Est. Cost $36.85 Unrealized +145.5%
PEP PepsiCo 1.5%
Value ($000) $2,705 Shares 16,230 Est. Cost $59.69 Unrealized +151.0%
PG Procter & Gamble 1.4%
Value ($000) $2,570 Shares 17,870 Est. Cost $58.18 Unrealized +136.0%
GWW W.W. Grainger 1.3%
Value ($000) $2,492 Shares 5,483 Est. Cost $188.99 Unrealized +148.4%
Visa 1.3%
Value ($000) $2,479 Shares 12,591 Est. Cost $99.57 Unrealized
MSFT Microsoft 1.3%
Value ($000) $2,478 Shares 9,649 Est. Cost $26.70 Unrealized +886.5%
ADP Automatic Data Processing 1.3%
Value ($000) $2,425 Shares 11,545 Est. Cost $47.72 Unrealized +324.3%
MCD McDonalds 1.3%
Value ($000) $2,409 Shares 9,759 Est. Cost $97.11 Unrealized +133.1%
DHR Danaher 1.3%
Value ($000) $2,368 Shares 9,339 Est. Cost $29.73 Unrealized +660.9%
AFL AFLAC 1.3%
Value ($000) $2,353 Shares 42,523 Est. Cost $28.81 Unrealized +88.7%
AMGN Amgen 1.3%
Value ($000) $2,348 Shares 9,653 Est. Cost $79.48 Unrealized +175.0%
ITW Illinois Tool Works 1.2%
Value ($000) $2,305 Shares 12,647 Est. Cost $55.95 Unrealized +227.1%
Oracle Corp. 1.2%
Value ($000) $2,293 Shares 32,825 Est. Cost $31.85 Unrealized
CSL Carlisle 1.2%
Value ($000) $2,287 Shares 9,583 Est. Cost $65.02 Unrealized +267.1%
CVX Chevron Corp. 1.2%
Value ($000) $2,277 Shares 15,726 Est. Cost $79.23 Unrealized +80.1%
EXPD Expeditors Int'l 1.2%
Value ($000) $2,276 Shares 23,352 Est. Cost $66.24 Unrealized +47.7%
SYK Stryker 1.2%
Value ($000) $2,270 Shares 11,413 Est. Cost $58.86 Unrealized +283.8%
EW Edwards Lifesciences 1.2%
Value ($000) $2,268 Shares 23,848 Est. Cost $58.28 Unrealized +77.6%
DLTR Dollar Tree 1.2%
Value ($000) $2,239 Shares 14,365 Est. Cost $84.29 Unrealized +88.0%
JNJ Johnson & Johnson 1.2%
Value ($000) $2,225 Shares 12,535 Est. Cost $63.29 Unrealized +152.7%
EMR Emerson Electric 1.2%
Value ($000) $2,212 Shares 27,805 Est. Cost $43.38 Unrealized +88.8%
AbbVie 1.2%
Value ($000) $2,200 Shares 14,362 Est. Cost $105.45 Unrealized
AXP American Express 1.2%
Value ($000) $2,196 Shares 15,841 Est. Cost $59.31 Unrealized +165.7%
BDX Becton Dickinson 1.2%
Value ($000) $2,194 Shares 8,901 Est. Cost $110.49 Unrealized +115.8%
APH Amphenol 1.2%
Value ($000) $2,184 Shares 33,916 Est. Cost $20.85 Unrealized +61.1%
ORLY O'Reilly Auto 1.2%
Value ($000) $2,177 Shares 3,446 Est. Cost $9.73 Unrealized +342.3%
CVS CVS Health 1.1%
Value ($000) $2,121 Shares 22,894 Est. Cost $50.98 Unrealized +68.5%
FISV Fiserv 1.1%
Value ($000) $2,117 Shares 23,799 Est. Cost $48.16 Unrealized +101.4%
JPM J.P. Morgan Chase 1.1%
Value ($000) $2,114 Shares 18,776 Est. Cost $42.67 Unrealized +164.9%
NOC Northrop Grumman 1.1%
Value ($000) $2,098 Shares 4,384 Est. Cost $140.13 Unrealized +208.9%
CL Colgate Palmolive 1.1%
Value ($000) $2,096 Shares 26,155 Est. Cost $46.85 Unrealized +53.3%
AMZN Amazon.com 1.1%
Value ($000) $2,087 Shares 19,647 Est. Cost $119.99 Unrealized +4.3%
WMT Walmart 1.1%
Value ($000) $2,085 Shares 17,151 Est. Cost $23.70 Unrealized +85.8%
APD Air Products & Chem. 1.1%
Value ($000) $2,070 Shares 8,608 Est. Cost $118.55 Unrealized +86.3%
BALL Ball Corp. 1.1%
Value ($000) $2,062 Shares 29,983 Est. Cost $29.99 Unrealized +140.3%
BMY Bristol-Myers Squibb 1.1%
Value ($000) $1,989 Shares 25,826 Est. Cost $44.62 Unrealized +45.6%
CTSH Cognizant Tech 1.0%
Value ($000) $1,909 Shares 28,283 Est. Cost $40.15 Unrealized +79.5%
NextEra Energy 1.0%
Value ($000) $1,899 Shares 24,520 Est. Cost $78.75 Unrealized
ABT Abbott Laboratories 1.0%
Value ($000) $1,876 Shares 17,268 Est. Cost $33.03 Unrealized +221.2%
SHW Sherwin-Williams 1.0%
Value ($000) $1,825 Shares 8,150 Est. Cost $198.20 Unrealized +25.2%
GPC Genuine Parts 1.0%
Value ($000) $1,787 Shares 13,433 Est. Cost $64.31 Unrealized +87.1%
Alphabet Class A 1.0%
Value ($000) $1,767 Shares 811 Est. Cost $798.51 Unrealized
CSCO Cisco Systems 0.9%
Value ($000) $1,728 Shares 40,521 Est. Cost $20.57 Unrealized +108.1%
FAST Fastenal Co. 0.9%
Value ($000) $1,725 Shares 34,551 Est. Cost $14.01 Unrealized +75.8%
VZ Verizon 0.9%
Value ($000) $1,653 Shares 32,570 Est. Cost $31.17 Unrealized +28.7%
FDS Factset Research 0.9%
Value ($000) $1,585 Shares 4,121 Est. Cost $156.25 Unrealized +141.8%
ECL Ecolab 0.9%
Value ($000) $1,581 Shares 10,281 Est. Cost $77.69 Unrealized +104.7%
NVDA Nvidia 0.8%
Value ($000) $1,526 Shares 10,070 Est. Cost $16.45 Unrealized +14.5%
NKE Nike 0.8%
Value ($000) $1,458 Shares 14,263 Est. Cost $41.89 Unrealized +165.7%
HON Honeywell 0.8%
Value ($000) $1,445 Shares 8,313 Est. Cost $64.54 Unrealized +157.7%
AVY Avery Dennison 0.8%
Value ($000) $1,445 Shares 8,928 Est. Cost $83.52 Unrealized +91.6%
SJM J.M. Smucker 0.8%
Value ($000) $1,427 Shares 11,145 Est. Cost $95.56 Unrealized +23.2%
LOW Lowes 0.8%
Value ($000) $1,423 Shares 8,148 Est. Cost $46.18 Unrealized +288.8%
SNA Snap-on 0.8%
Value ($000) $1,402 Shares 7,116 Est. Cost $146.86 Unrealized +31.8%
MMM 3M Co. 0.7%
Value ($000) $1,381 Shares 10,675 Est. Cost $76.86 Unrealized +36.9%
HD Home Depot 0.7%
Value ($000) $1,330 Shares 4,849 Est. Cost $72.11 Unrealized +273.0%
DIS Walt Disney 0.7%
Value ($000) $1,322 Shares 14,009 Est. Cost $61.26 Unrealized +77.0%
TSCO Tractor Supply Co. 0.7%
Value ($000) $1,320 Shares 6,810 Est. Cost $33.31 Unrealized +14.4%
INTU Intuit 0.7%
Value ($000) $1,304 Shares 3,384 Est. Cost $91.87 Unrealized +340.3%
ROP Roper Technologies 0.7%
Value ($000) $1,302 Shares 3,299 Est. Cost $118.61 Unrealized +258.3%
D.R. Horton 0.7%
Value ($000) $1,284 Shares 19,396 Est. Cost $36.92 Unrealized
XOM ExxonMobil 0.7%
Value ($000) $1,234 Shares 14,406 Est. Cost $54.25 Unrealized +46.7%
CLX Clorox 0.7%
Value ($000) $1,227 Shares 8,703 Est. Cost $98.34 Unrealized +28.7%
TXN Texas Instruments 0.7%
Value ($000) $1,225 Shares 7,975 Est. Cost $26.44 Unrealized +471.1%
GIS General Mills 0.6%
Value ($000) $1,201 Shares 15,922 Est. Cost $38.70 Unrealized +59.8%
IDXX IDEXX Laboratories 0.6%
Value ($000) $1,180 Shares 3,363 Est. Cost $150.80 Unrealized +170.4%
COR AmerisourceBergen 0.6%
Value ($000) $1,180 Shares 8,339 Est. Cost $50.09 Unrealized +194.8%
EOG Resources 0.6%
Value ($000) $1,156 Shares 10,466 Est. Cost $58.52 Unrealized
Booking Holdings 0.6%
Value ($000) $1,151 Shares 658 Est. Cost $2091.93 Unrealized
DOV Dover 0.6%
Value ($000) $1,146 Shares 9,444 Est. Cost $41.41 Unrealized +211.7%
CTAS Cintas 0.6%
Value ($000) $1,123 Shares 3,006 Est. Cost $64.02 Unrealized +47.3%
ADI Analog Devices 0.6%
Value ($000) $1,098 Shares 7,519 Est. Cost $65.33 Unrealized +126.0%
Lam Research 0.6%
Value ($000) $1,095 Shares 2,570 Est. Cost $431.47 Unrealized
SBUX Starbucks 0.6%
Value ($000) $1,073 Shares 14,045 Est. Cost $41.19 Unrealized +70.8%
AA Alcoa 0.6%
Value ($000) $1,072 Shares 23,513 Est. Cost $34.80 Unrealized +78.8%
Alphabet Class C 0.6%
Value ($000) $1,072 Shares 490 Est. Cost $758.90 Unrealized
LMT Lockheed Martin 0.6%
Value ($000) $1,027 Shares 2,388 Est. Cost $179.20 Unrealized +122.0%
LLY Eli Lilly 0.5%
Value ($000) $965 Shares 2,977 Est. Cost $45.17 Unrealized +544.1%
META Meta Platforms 0.5%
Value ($000) $909 Shares 5,640 Est. Cost $110.03 Unrealized +74.1%
ED Consolidated Edison 0.5%
Value ($000) $907 Shares 9,534 Est. Cost $69.95 Unrealized +20.1%
UPS United Parcel Service Cl B 0.5%
Value ($000) $902 Shares 4,940 Est. Cost $97.91 Unrealized +56.6%
Constellation Brands 0.5%
Value ($000) $879 Shares 3,773 Est. Cost $199.50 Unrealized
Medtronic 0.5%
Value ($000) $871 Shares 9,706 Est. Cost $87.56 Unrealized
Check Point Software 0.4%
Value ($000) $826 Shares 6,780 Est. Cost $107.97 Unrealized
AMD Advanced Micro 0.4%
Value ($000) $824 Shares 10,775 Est. Cost $41.94 Unrealized +123.2%
KMB Kimberly Clark 0.4%
Value ($000) $800 Shares 5,923 Est. Cost $90.35 Unrealized +27.0%
VMC Vulcan Materials 0.4%
Value ($000) $789 Shares 5,549 Est. Cost $135.07 Unrealized +18.8%
Valero Energy Corp 0.4%
Value ($000) $775 Shares 7,293 Est. Cost $68.70 Unrealized
INTC Intel 0.4%
Value ($000) $767 Shares 20,503 Est. Cost $43.52 Unrealized -6.7%
Raytheon Technologies 0.4%
Value ($000) $763 Shares 7,936 Est. Cost $61.65 Unrealized
Freeport-McMoRan 0.4%
Value ($000) $717 Shares 24,494 Est. Cost $41.50 Unrealized
Adobe Systems 0.4%
Value ($000) $713 Shares 1,948 Est. Cost $493.07 Unrealized
ConocoPhillips 0.4%
Value ($000) $682 Shares 7,597 Est. Cost $78.11 Unrealized
Verisk Analytics 0.4%
Value ($000) $671 Shares 3,877 Est. Cost $200.74 Unrealized
LUV Southwest Airlines 0.4%
Value ($000) $669 Shares 18,531 Est. Cost $40.37 Unrealized -0.9%
Amcor PLC 0.4%
Value ($000) $658 Shares 52,942 Est. Cost $11.47 Unrealized
CLF Cleveland Cliffs 0.3%
Value ($000) $626 Shares 40,705 Est. Cost $23.90 Unrealized 0.0%
Globe Life 0.3%
Value ($000) $624 Shares 6,400 Est. Cost $96.63 Unrealized
MDLZ Mondelez International 0.3%
Value ($000) $591 Shares 9,515 Est. Cost $50.13 Unrealized +14.2%
IBM IBM 0.3%
Value ($000) $589 Shares 4,171 Est. Cost $110.10 Unrealized +6.7%
DE Deere 0.3%
Value ($000) $564 Shares 1,883 Est. Cost $83.24 Unrealized +320.1%
FITB Fifth Third Bancorp 0.3%
Value ($000) $563 Shares 16,765 Est. Cost $24.20 Unrealized +33.5%
DCI Donaldson 0.3%
Value ($000) $503 Shares 10,440 Est. Cost $33.16 Unrealized +43.0%
CCK Crown Holdings 0.3%
Value ($000) $480 Shares 5,211 Est. Cost $103.03 Unrealized -0.3%
PYPL PayPal 0.3%
Value ($000) $480 Shares 6,879 Est. Cost $37.64 Unrealized +129.9%
MRSH Marsh & McLennan 0.3%
Value ($000) $480 Shares 3,090 Est. Cost $151.71 Unrealized 0.0%
Truist Financial 0.3%
Value ($000) $473 Shares 9,974 Est. Cost $55.26 Unrealized
AKAM Akamai Technologies 0.3%
Value ($000) $470 Shares 5,147 Est. Cost $103.88 Unrealized +0.3%
PFE Pfizer 0.2%
Value ($000) $438 Shares 8,362 Est. Cost $27.16 Unrealized +54.6%
MTD Mettler-Toledo Int'l 0.2%
Value ($000) $434 Shares 378 Est. Cost $671.83 Unrealized +87.0%
MKC McCormick 0.2%
Value ($000) $426 Shares 5,113 Est. Cost $63.67 Unrealized +36.8%
ADSK Autodesk 0.2%
Value ($000) $374 Shares 2,176 Est. Cost $192.30 Unrealized 0.0%
SWK Stanley Black & Decker 0.2%
Value ($000) $368 Shares 3,506 Est. Cost $112.77 Unrealized -5.4%
PCAR PACCAR Inc. 0.2%
Value ($000) $338 Shares 4,101 Est. Cost $36.44 Unrealized +33.3%
Salesforce 0.2%
Value ($000) $338 Shares 2,046 Est. Cost $223.46 Unrealized
CAT Caterpillar 0.2%
Value ($000) $336 Shares 1,879 Est. Cost $133.40 Unrealized +47.9%
CI Cigna 0.2%
Value ($000) $332 Shares 1,261 Est. Cost $173.50 Unrealized +39.1%
MS Morgan Stanley 0.2%
Value ($000) $327 Shares 4,296 Est. Cost $52.73 Unrealized +37.4%
Merck 0.2%
Value ($000) $320 Shares 3,507 Est. Cost $77.28 Unrealized
RMD ResMed 0.2%
Value ($000) $300 Shares 1,430 Est. Cost $192.34 Unrealized +7.1%
Kronos Worldwide 0.2%
Value ($000) $295 Shares 16,020 Est. Cost $14.04 Unrealized
SO Southern Company 0.2%
Value ($000) $295 Shares 4,140 Est. Cost $54.69 Unrealized +17.5%
C Citigroup 0.2%
Value ($000) $295 Shares 6,418 Est. Cost $43.77 Unrealized 0.0%
ITT Corporation 0.2%
Value ($000) $289 Shares 4,301 Est. Cost $58.80 Unrealized
Mastercard 0.2%
Value ($000) $288 Shares 913 Est. Cost $200.52 Unrealized
CRL Charles River Laboratories 0.2%
Value ($000) $286 Shares 1,335 Est. Cost $244.35 Unrealized 0.0%
AT&T 0.2%
Value ($000) $285 Shares 13,618 Est. Cost $30.26 Unrealized
Principal Financial Group 0.2%
Value ($000) $282 Shares 4,226 Est. Cost $61.19 Unrealized
HRB H & R Block 0.2%
Value ($000) $279 Shares 7,905 Est. Cost $21.58 Unrealized +28.4%
Duke Energy 0.1%
Value ($000) $267 Shares 2,492 Est. Cost $81.19 Unrealized
MAR Marriott Intl. Class A 0.1%
Value ($000) $262 Shares 1,923 Est. Cost $154.15 Unrealized +3.5%
GSK PLC 0.1%
Value ($000) $259 Shares 5,945 Est. Cost $38.34 Unrealized
Dominion Energy 0.1%
Value ($000) $255 Shares 3,192 Est. Cost $77.13 Unrealized
SYY Sysco 0.1%
Value ($000) $245 Shares 2,892 Est. Cost $60.02 Unrealized +26.2%
Quest Diagnostics 0.1%
Value ($000) $238 Shares 1,793 Est. Cost $113.76 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $238 Shares 3,850 Est. Cost $54.09 Unrealized 0.0%
UNM Unum Group 0.1%
Value ($000) $236 Shares 6,929 Est. Cost $27.94 Unrealized +21.1%
WMB Williams Companies 0.1%
Value ($000) $232 Shares 7,425 Est. Cost $25.78 Unrealized +13.3%
KHC Kraft Heinz 0.1%
Value ($000) $229 Shares 6,008 Est. Cost $33.56 Unrealized 0.0%
PRU Prudential 0.1%
Value ($000) $219 Shares 2,294 Est. Cost $84.20 Unrealized +5.1%
Activision Blizzard 0.1%
Value ($000) $216 Shares 2,769 Est. Cost $87.89 Unrealized
DuPont 0.1%
Value ($000) $203 Shares 3,650 Est. Cost $80.71 Unrealized
GGG Graco Inc. 0.1%
Value ($000) $201 Shares 3,375 Est. Cost $62.71 Unrealized -4.5%