EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 27, 2023

Total Value ($000): $197 (100.0% shares, 0.0% debt)

Holdings (145)

UNH UnitedHealth Group 1.7%
Value ($000) $3 Shares 6,229 Est. Cost $164.29 Unrealized +204.6%
ADM Archer Daniels Midland 1.7%
Value ($000) $3 Shares 35,498 Est. Cost $61.56 Unrealized +35.9%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $3 Shares 5,529 Est. Cost $80.23 Unrealized +554.3%
AFL AFLAC 1.5%
Value ($000) $3 Shares 41,178 Est. Cost $28.81 Unrealized +116.9%
PEP PepsiCo 1.5%
Value ($000) $3 Shares 16,083 Est. Cost $59.69 Unrealized +169.6%
COST Costco 1.5%
Value ($000) $3 Shares 6,284 Est. Cost $88.24 Unrealized +431.3%
SYK Stryker 1.4%
Value ($000) $3 Shares 11,487 Est. Cost $58.86 Unrealized +273.3%
GWW W.W. Grainger 1.4%
Value ($000) $3 Shares 5,046 Est. Cost $188.99 Unrealized +190.2%
AAPL Apple 1.4%
Value ($000) $3 Shares 21,444 Est. Cost $77.97 Unrealized +80.5%
ITW Illinois Tool Works 1.4%
Value ($000) $3 Shares 12,545 Est. Cost $55.95 Unrealized +253.0%
APD Air Products & Chem. 1.4%
Value ($000) $3 Shares 8,956 Est. Cost $123.58 Unrealized +110.0%
CVX Chevron Corp. 1.4%
Value ($000) $3 Shares 15,301 Est. Cost $80.40 Unrealized +90.6%
PG Procter & Gamble 1.4%
Value ($000) $3 Shares 17,909 Est. Cost $58.18 Unrealized +123.1%
Oracle Corp. 1.4%
Value ($000) $3 Shares 32,993 Est. Cost $31.85 Unrealized
JPM J.P. Morgan Chase 1.4%
Value ($000) $3 Shares 20,020 Est. Cost $46.72 Unrealized +151.8%
ORLY O'Reilly Auto 1.4%
Value ($000) $3 Shares 3,153 Est. Cost $9.73 Unrealized +452.8%
EMR Emerson Electric 1.3%
Value ($000) $3 Shares 27,443 Est. Cost $43.38 Unrealized +94.9%
Visa 1.3%
Value ($000) $3 Shares 12,682 Est. Cost $99.57 Unrealized
DHR Danaher 1.3%
Value ($000) $3 Shares 9,695 Est. Cost $38.00 Unrealized +500.3%
AMGN Amgen 1.3%
Value ($000) $3 Shares 9,659 Est. Cost $79.48 Unrealized +205.4%
APH Amphenol 1.3%
Value ($000) $3 Shares 33,325 Est. Cost $20.85 Unrealized +76.4%
WMT Walmart 1.3%
Value ($000) $3 Shares 17,713 Est. Cost $24.32 Unrealized +87.7%
ADP Automatic Data Processing 1.3%
Value ($000) $3 Shares 10,508 Est. Cost $47.72 Unrealized +379.8%
MCD McDonalds 1.3%
Value ($000) $3 Shares 9,502 Est. Cost $97.11 Unrealized +152.5%
FISV Fiserv 1.3%
Value ($000) $2 Shares 24,498 Est. Cost $49.66 Unrealized +100.6%
EXPD Expeditors Int'l 1.2%
Value ($000) $2 Shares 23,639 Est. Cost $66.72 Unrealized +48.5%
AbbVie 1.2%
Value ($000) $2 Shares 15,040 Est. Cost $106.79 Unrealized
CHD Church & Dwight 1.2%
Value ($000) $2 Shares 30,000 Est. Cost $36.85 Unrealized +100.7%
AXP American Express 1.2%
Value ($000) $2 Shares 16,060 Est. Cost $60.88 Unrealized +133.8%
MSFT Microsoft 1.2%
Value ($000) $2 Shares 9,794 Est. Cost $26.70 Unrealized +776.5%
BDX Becton Dickinson 1.2%
Value ($000) $2 Shares 9,161 Est. Cost $113.89 Unrealized +96.0%
JNJ Johnson & Johnson 1.2%
Value ($000) $2 Shares 13,012 Est. Cost $66.40 Unrealized +136.5%
NOC Northrop Grumman 1.2%
Value ($000) $2 Shares 4,164 Est. Cost $140.13 Unrealized +253.4%
CVS CVS Health 1.1%
Value ($000) $2 Shares 24,215 Est. Cost $52.91 Unrealized +62.4%
CSL Carlisle 1.1%
Value ($000) $2 Shares 9,275 Est. Cost $65.02 Unrealized +281.1%
BMY Bristol-Myers Squibb 1.1%
Value ($000) $2 Shares 29,260 Est. Cost $46.89 Unrealized +39.1%
CL Colgate Palmolive 1.1%
Value ($000) $2 Shares 26,405 Est. Cost $47.13 Unrealized +47.9%
NextEra Energy 1.1%
Value ($000) $2 Shares 24,732 Est. Cost $78.75 Unrealized
GPC Genuine Parts 1.0%
Value ($000) $2 Shares 11,881 Est. Cost $64.31 Unrealized +147.4%
ABT Abbott Laboratories 1.0%
Value ($000) $2 Shares 17,621 Est. Cost $33.83 Unrealized +188.6%
DLTR Dollar Tree 1.0%
Value ($000) $2 Shares 13,644 Est. Cost $84.29 Unrealized +76.5%
SHW Sherwin-Williams 1.0%
Value ($000) $2 Shares 8,124 Est. Cost $198.20 Unrealized +13.4%
EW Edwards Lifesciences 1.0%
Value ($000) $2 Shares 25,489 Est. Cost $59.77 Unrealized +28.9%
CSCO Cisco Systems 1.0%
Value ($000) $2 Shares 39,791 Est. Cost $20.57 Unrealized +101.6%
AMZN Amazon.com 1.0%
Value ($000) $2 Shares 22,495 Est. Cost $118.08 Unrealized -16.3%
XOM ExxonMobil 0.9%
Value ($000) $2 Shares 16,551 Est. Cost $58.50 Unrealized +64.6%
FAST Fastenal Co. 0.9%
Value ($000) $2 Shares 37,206 Est. Cost $14.74 Unrealized +53.6%
SJM J.M. Smucker 0.9%
Value ($000) $2 Shares 11,061 Est. Cost $95.56 Unrealized +39.7%
HON Honeywell 0.9%
Value ($000) $2 Shares 8,157 Est. Cost $64.54 Unrealized +177.0%
D.R. Horton 0.9%
Value ($000) $2 Shares 19,238 Est. Cost $36.92 Unrealized
NKE Nike 0.9%
Value ($000) $2 Shares 14,329 Est. Cost $41.89 Unrealized +127.5%
AVY Avery Dennison 0.8%
Value ($000) $2 Shares 9,123 Est. Cost $86.52 Unrealized +94.5%
FDS Factset Research 0.8%
Value ($000) $2 Shares 4,020 Est. Cost $156.25 Unrealized +164.2%
LOW Lowes 0.8%
Value ($000) $2 Shares 8,060 Est. Cost $46.18 Unrealized +307.5%
BALL Ball Corp. 0.8%
Value ($000) $2 Shares 31,062 Est. Cost $31.62 Unrealized +56.5%
GIS General Mills 0.8%
Value ($000) $2 Shares 18,760 Est. Cost $42.96 Unrealized +69.7%
CTAS Cintas 0.8%
Value ($000) $2 Shares 3,453 Est. Cost $68.55 Unrealized +53.5%
HD Home Depot 0.8%
Value ($000) $2 Shares 4,883 Est. Cost $72.11 Unrealized +289.9%
TSCO Tractor Supply Co. 0.8%
Value ($000) $2 Shares 6,792 Est. Cost $33.50 Unrealized +20.0%
CTSH Cognizant Tech 0.8%
Value ($000) $2 Shares 26,660 Est. Cost $40.15 Unrealized +38.7%
VMC Vulcan Materials 0.7%
Value ($000) $1 Shares 8,333 Est. Cost $143.61 Unrealized +16.2%
ECL Ecolab 0.7%
Value ($000) $1 Shares 10,015 Est. Cost $77.69 Unrealized +82.5%
Alphabet Class A 0.7%
Value ($000) $1 Shares 16,392 Est. Cost $130.33 Unrealized
SNA Snap-on 0.7%
Value ($000) $1 Shares 6,306 Est. Cost $146.86 Unrealized +41.7%
ROP Roper Technologies 0.7%
Value ($000) $1 Shares 3,296 Est. Cost $118.61 Unrealized +240.6%
MMM 3M Co. 0.7%
Value ($000) $1 Shares 11,797 Est. Cost $78.59 Unrealized +15.4%
SBUX Starbucks 0.7%
Value ($000) $1 Shares 13,734 Est. Cost $41.19 Unrealized +112.5%
IDXX IDEXX Laboratories 0.7%
Value ($000) $1 Shares 3,304 Est. Cost $150.80 Unrealized +157.4%
COR AmerisourceBergen 0.7%
Value ($000) $1 Shares 8,109 Est. Cost $50.09 Unrealized +206.4%
INTU Intuit 0.7%
Value ($000) $1 Shares 3,419 Est. Cost $91.87 Unrealized +323.3%
TXN Texas Instruments 0.7%
Value ($000) $1 Shares 8,037 Est. Cost $28.90 Unrealized +425.7%
DOV Dover 0.7%
Value ($000) $1 Shares 9,768 Est. Cost $44.13 Unrealized +189.5%
NVDA Nvidia 0.7%
Value ($000) $1 Shares 9,016 Est. Cost $16.45 Unrealized -11.0%
Booking Holdings 0.7%
Value ($000) $1 Shares 639 Est. Cost $2091.93 Unrealized
Globe Life 0.6%
Value ($000) $1 Shares 10,174 Est. Cost $96.67 Unrealized
ADI Analog Devices 0.6%
Value ($000) $1 Shares 7,461 Est. Cost $66.20 Unrealized +123.2%
VZ Verizon 0.6%
Value ($000) $1 Shares 30,352 Est. Cost $31.17 Unrealized -1.3%
LMT Lockheed Martin 0.6%
Value ($000) $1 Shares 2,347 Est. Cost $179.20 Unrealized +138.0%
EOG Resources 0.6%
Value ($000) $1 Shares 8,445 Est. Cost $58.52 Unrealized
CLX Clorox 0.5%
Value ($000) $1 Shares 7,417 Est. Cost $99.48 Unrealized +28.5%
DIS Walt Disney 0.5%
Value ($000) $1 Shares 11,847 Est. Cost $61.26 Unrealized +52.5%
Adobe Systems 0.5%
Value ($000) $1 Shares 3,023 Est. Cost $372.25 Unrealized
ConocoPhillips 0.5%
Value ($000) $1 Shares 8,478 Est. Cost $77.02 Unrealized
AA Alcoa 0.5%
Value ($000) $1 Shares 20,999 Est. Cost $35.31 Unrealized +18.8%
Alphabet Class C 0.5%
Value ($000) $1 Shares 10,331 Est. Cost $121.65 Unrealized
Constellation Brands 0.5%
Value ($000) $1 Shares 3,900 Est. Cost $188.16 Unrealized
UPS United Parcel Service Cl B 0.5%
Value ($000) $1 Shares 5,125 Est. Cost $100.17 Unrealized +47.8%
Valero Energy Corp 0.5%
Value ($000) $1 Shares 7,004 Est. Cost $69.72 Unrealized
LLY Eli Lilly 0.4%
Value ($000) $1 Shares 2,409 Est. Cost $45.17 Unrealized +665.6%
ED Consolidated Edison 0.4%
Value ($000) $1 Shares 9,134 Est. Cost $69.95 Unrealized +16.7%
Check Point Software 0.4%
Value ($000) $1 Shares 6,745 Est. Cost $107.97 Unrealized
Lam Research 0.4%
Value ($000) $1 Shares 1,990 Est. Cost $431.47 Unrealized
DE Deere 0.4%
Value ($000) $1 Shares 1,942 Est. Cost $93.62 Unrealized +315.2%
MAR Marriott Intl. Class A 0.4%
Value ($000) $1 Shares 5,418 Est. Cost $149.88 Unrealized -0.5%
Raytheon Technologies 0.4%
Value ($000) $1 Shares 7,814 Est. Cost $61.65 Unrealized
KMB Kimberly Clark 0.4%
Value ($000) $1 Shares 5,757 Est. Cost $90.82 Unrealized +24.1%
CCK Crown Holdings 0.4%
Value ($000) $1 Shares 9,389 Est. Cost $89.77 Unrealized -14.3%
DCI Donaldson 0.3%
Value ($000) $1 Shares 11,035 Est. Cost $34.15 Unrealized +59.2%
MDLZ Mondelez International 0.3%
Value ($000) $1 Shares 9,490 Est. Cost $50.13 Unrealized +15.7%
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $1 Shares 432 Est. Cost $754.06 Unrealized +77.5%
Medtronic 0.3%
Value ($000) $1 Shares 8,013 Est. Cost $87.56 Unrealized
AMD Advanced Micro 0.3%
Value ($000) $1 Shares 9,601 Est. Cost $41.94 Unrealized +57.4%
CRL Charles River Laboratories 0.3%
Value ($000) $1 Shares 2,851 Est. Cost $218.37 Unrealized 0.0%
Amcor PLC 0.3%
Value ($000) $1 Shares 51,964 Est. Cost $11.47 Unrealized
PYPL PayPal 0.3%
Value ($000) $1 Shares 8,356 Est. Cost $53.29 Unrealized +49.8%
Truist Financial 0.3%
Value ($000) $1 Shares 13,640 Est. Cost $48.73 Unrealized
Freeport-McMoRan 0.3%
Value ($000) $1 Shares 14,809 Est. Cost $41.50 Unrealized
IBM IBM 0.3%
Value ($000) $1 Shares 3,966 Est. Cost $110.10 Unrealized +11.8%
ADSK Autodesk 0.3%
Value ($000) $1 Shares 2,848 Est. Cost $195.24 Unrealized +2.8%
MRSH Marsh & McLennan 0.3%
Value ($000) $1 Shares 3,180 Est. Cost $151.73 Unrealized +2.8%
Merck 0.3%
Value ($000) $0 Shares 4,482 Est. Cost $71.42 Unrealized
META Meta Platforms 0.2%
Value ($000) $0 Shares 3,943 Est. Cost $110.03 Unrealized +6.0%
CBRE Group 0.2%
Value ($000) $0 Shares 6,155 Est. Cost $67.54 Unrealized
INTC Intel 0.2%
Value ($000) $0 Shares 17,570 Est. Cost $43.52 Unrealized -38.8%
CAT Caterpillar 0.2%
Value ($000) $0 Shares 1,803 Est. Cost $133.40 Unrealized +54.9%
AT&T 0.2%
Value ($000) $0 Shares 23,432 Est. Cost $17.85 Unrealized
CI Cigna 0.2%
Value ($000) $0 Shares 1,292 Est. Cost $177.19 Unrealized +68.7%
MKC McCormick 0.2%
Value ($000) $0 Shares 5,140 Est. Cost $63.67 Unrealized +17.5%
PCAR PACCAR Inc. 0.2%
Value ($000) $0 Shares 4,011 Est. Cost $36.44 Unrealized +56.5%
PFE Pfizer 0.2%
Value ($000) $0 Shares 7,482 Est. Cost $27.16 Unrealized +48.0%
MS Morgan Stanley 0.2%
Value ($000) $0 Shares 4,313 Est. Cost $53.40 Unrealized +43.8%
ITT Corporation 0.2%
Value ($000) $0 Shares 4,301 Est. Cost $58.80 Unrealized
Salesforce 0.2%
Value ($000) $0 Shares 2,626 Est. Cost $182.03 Unrealized
C Citigroup 0.2%
Value ($000) $0 Shares 6,983 Est. Cost $43.49 Unrealized -6.7%
Mastercard 0.2%
Value ($000) $0 Shares 910 Est. Cost $200.52 Unrealized
FITB Fifth Third Bancorp 0.2%
Value ($000) $0 Shares 9,420 Est. Cost $24.20 Unrealized +23.6%
SO Southern Company 0.1%
Value ($000) $0 Shares 4,085 Est. Cost $54.69 Unrealized +9.0%
RMD ResMed 0.1%
Value ($000) $0 Shares 1,380 Est. Cost $192.34 Unrealized +11.0%
GILD Gilead Sciences 0.1%
Value ($000) $0 Shares 3,330 Est. Cost $54.29 Unrealized +30.4%
Verisk Analytics 0.1%
Value ($000) $0 Shares 1,617 Est. Cost $200.74 Unrealized
Quest Diagnostics 0.1%
Value ($000) $0 Shares 1,793 Est. Cost $113.76 Unrealized
Principal Financial Group 0.1%
Value ($000) $0 Shares 3,321 Est. Cost $61.19 Unrealized
SHEL Shell 0.1%
Value ($000) $0 Shares 4,549 Est. Cost $47.49 Unrealized
Duke Energy 0.1%
Value ($000) $0 Shares 2,517 Est. Cost $80.38 Unrealized
WMB Williams Companies 0.1%
Value ($000) $0 Shares 7,537 Est. Cost $25.81 Unrealized +9.4%
LUV Southwest Airlines 0.1%
Value ($000) $0 Shares 7,311 Est. Cost $40.37 Unrealized -16.9%
KHC Kraft Heinz 0.1%
Value ($000) $0 Shares 6,008 Est. Cost $33.56 Unrealized -3.1%
BP BP 0.1%
Value ($000) $0 Shares 6,692 Est. Cost $0.03 Unrealized
GGG Graco Inc. 0.1%
Value ($000) $0 Shares 3,375 Est. Cost $62.71 Unrealized +2.0%
PRU Prudential 0.1%
Value ($000) $0 Shares 2,219 Est. Cost $86.71 Unrealized 0.0%
SYY Sysco 0.1%
Value ($000) $0 Shares 2,892 Est. Cost $60.02 Unrealized +23.2%
Goldman Sachs Group 0.1%
Value ($000) $0 Shares 625 Est. Cost $0.34 Unrealized
Activision Blizzard 0.1%
Value ($000) $0 Shares 2,676 Est. Cost $87.89 Unrealized
PSX Phillips 66 0.1%
Value ($000) $0 Shares 1,931 Est. Cost $91.37 Unrealized 0.0%
Viatris 0.1%
Value ($000) $0 Shares 14,580 Est. Cost $8.37 Unrealized