EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 21, 2023

Total Value ($000): $202 (100.0% shares, 0.0% debt)

Holdings (144)

AAPL Apple 1.7%
Value ($000) $3 Shares 20,961 Est. Cost $77.97 Unrealized +86.6%
SYK Stryker 1.6%
Value ($000) $3 Shares 11,151 Est. Cost $58.86 Unrealized +337.8%
TMO Thermo Fisher Scientific 1.6%
Value ($000) $3 Shares 5,470 Est. Cost $80.23 Unrealized +596.3%
COST Costco 1.5%
Value ($000) $3 Shares 6,148 Est. Cost $88.24 Unrealized +434.1%
Oracle Corp. 1.5%
Value ($000) $3 Shares 32,510 Est. Cost $31.85 Unrealized
ITW Illinois Tool Works 1.5%
Value ($000) $3 Shares 12,352 Est. Cost $55.95 Unrealized +289.0%
GWW W.W. Grainger 1.5%
Value ($000) $3 Shares 4,361 Est. Cost $188.99 Unrealized +228.9%
UNH UnitedHealth Group 1.4%
Value ($000) $3 Shares 6,173 Est. Cost $164.29 Unrealized +178.3%
PEP PepsiCo 1.4%
Value ($000) $3 Shares 15,936 Est. Cost $59.69 Unrealized +165.9%
FISV Fiserv 1.4%
Value ($000) $3 Shares 24,770 Est. Cost $50.32 Unrealized +118.6%
Visa 1.4%
Value ($000) $3 Shares 12,401 Est. Cost $99.57 Unrealized
MSFT Microsoft 1.4%
Value ($000) $3 Shares 9,644 Est. Cost $26.70 Unrealized +834.2%
ADM Archer Daniels Midland 1.4%
Value ($000) $3 Shares 34,465 Est. Cost $61.56 Unrealized +20.8%
WMT Walmart 1.3%
Value ($000) $3 Shares 18,230 Est. Cost $24.93 Unrealized +83.7%
PG Procter & Gamble 1.3%
Value ($000) $3 Shares 17,941 Est. Cost $58.18 Unrealized +128.9%
APD Air Products & Chem. 1.3%
Value ($000) $3 Shares 9,188 Est. Cost $127.28 Unrealized +112.3%
AFL AFLAC 1.3%
Value ($000) $3 Shares 40,801 Est. Cost $28.81 Unrealized +123.1%
CHD Church & Dwight 1.3%
Value ($000) $3 Shares 29,679 Est. Cost $36.85 Unrealized +119.0%
MCD McDonalds 1.3%
Value ($000) $3 Shares 9,379 Est. Cost $97.11 Unrealized +158.0%
AXP American Express 1.3%
Value ($000) $3 Shares 15,668 Est. Cost $60.88 Unrealized +162.8%
JPM J.P. Morgan Chase 1.3%
Value ($000) $3 Shares 19,819 Est. Cost $46.72 Unrealized +174.3%
APH Amphenol 1.3%
Value ($000) $3 Shares 31,574 Est. Cost $20.85 Unrealized +84.6%
CVX Chevron Corp. 1.3%
Value ($000) $3 Shares 15,711 Est. Cost $82.17 Unrealized +80.7%
EXPD Expeditors Int'l 1.3%
Value ($000) $3 Shares 23,117 Est. Cost $66.72 Unrealized +57.0%
ORLY O'Reilly Auto 1.2%
Value ($000) $2 Shares 2,919 Est. Cost $9.73 Unrealized +463.3%
AMGN Amgen 1.2%
Value ($000) $2 Shares 9,958 Est. Cost $83.82 Unrealized +167.3%
DHR Danaher 1.2%
Value ($000) $2 Shares 9,521 Est. Cost $38.00 Unrealized +489.7%
AbbVie 1.2%
Value ($000) $2 Shares 14,873 Est. Cost $106.79 Unrealized
EMR Emerson Electric 1.2%
Value ($000) $2 Shares 27,042 Est. Cost $43.38 Unrealized +90.4%
ADP Automatic Data Processing 1.2%
Value ($000) $2 Shares 10,550 Est. Cost $47.72 Unrealized +343.1%
AMZN Amazon.com 1.1%
Value ($000) $2 Shares 22,455 Est. Cost $118.08 Unrealized -18.2%
NVDA Nvidia 1.1%
Value ($000) $2 Shares 8,217 Est. Cost $16.45 Unrealized +31.4%
BDX Becton Dickinson 1.1%
Value ($000) $2 Shares 8,984 Est. Cost $113.89 Unrealized +103.9%
COR AmerisourceBergen 1.1%
Value ($000) $2 Shares 13,761 Est. Cost $93.01 Unrealized +66.2%
CSL Carlisle 1.1%
Value ($000) $2 Shares 9,607 Est. Cost $70.89 Unrealized +231.3%
EW Edwards Lifesciences 1.1%
Value ($000) $2 Shares 26,074 Est. Cost $60.19 Unrealized +30.6%
XOM ExxonMobil 1.0%
Value ($000) $2 Shares 19,139 Est. Cost $64.13 Unrealized +56.2%
CSCO Cisco Systems 1.0%
Value ($000) $2 Shares 39,448 Est. Cost $20.57 Unrealized +118.0%
JNJ Johnson & Johnson 1.0%
Value ($000) $2 Shares 12,986 Est. Cost $66.40 Unrealized +122.7%
BMY Bristol-Myers Squibb 1.0%
Value ($000) $2 Shares 29,001 Est. Cost $46.89 Unrealized +31.2%
FAST Fastenal Co. 1.0%
Value ($000) $2 Shares 36,856 Est. Cost $14.74 Unrealized +62.1%
CL Colgate Palmolive 1.0%
Value ($000) $2 Shares 25,880 Est. Cost $47.13 Unrealized +47.7%
DLTR Dollar Tree 1.0%
Value ($000) $2 Shares 13,499 Est. Cost $84.29 Unrealized +72.1%
GPC Genuine Parts 1.0%
Value ($000) $2 Shares 11,580 Est. Cost $64.31 Unrealized +141.0%
NextEra Energy 0.9%
Value ($000) $2 Shares 24,736 Est. Cost $78.75 Unrealized
SJM J.M. Smucker 0.9%
Value ($000) $2 Shares 12,104 Est. Cost $99.14 Unrealized +38.2%
CVS CVS Health 0.9%
Value ($000) $2 Shares 25,315 Est. Cost $53.87 Unrealized +39.6%
NOC Northrop Grumman 0.9%
Value ($000) $2 Shares 4,066 Est. Cost $140.13 Unrealized +215.4%
SHW Sherwin-Williams 0.9%
Value ($000) $2 Shares 8,195 Est. Cost $198.20 Unrealized +12.5%
ADI Analog Devices 0.9%
Value ($000) $2 Shares 9,043 Est. Cost $84.45 Unrealized +101.9%
ABT Abbott Laboratories 0.9%
Value ($000) $2 Shares 17,595 Est. Cost $33.83 Unrealized +195.6%
D.R. Horton 0.9%
Value ($000) $2 Shares 18,173 Est. Cost $36.92 Unrealized
FDS Factset Research 0.9%
Value ($000) $2 Shares 4,233 Est. Cost $168.74 Unrealized +139.7%
NKE Nike 0.9%
Value ($000) $2 Shares 14,019 Est. Cost $41.89 Unrealized +178.6%
GIS General Mills 0.8%
Value ($000) $2 Shares 19,730 Est. Cost $44.39 Unrealized +62.1%
BALL Ball Corp. 0.8%
Value ($000) $2 Shares 30,549 Est. Cost $31.62 Unrealized +68.7%
Alphabet Class A 0.8%
Value ($000) $2 Shares 16,160 Est. Cost $130.33 Unrealized
TSCO Tractor Supply Co. 0.8%
Value ($000) $2 Shares 6,991 Est. Cost $33.78 Unrealized +28.2%
AVY Avery Dennison 0.8%
Value ($000) $2 Shares 9,075 Est. Cost $86.52 Unrealized +99.1%
Booking Holdings 0.8%
Value ($000) $2 Shares 609 Est. Cost $2091.93 Unrealized
ECL Ecolab 0.8%
Value ($000) $2 Shares 9,704 Est. Cost $77.69 Unrealized +94.4%
SNA Snap-on 0.8%
Value ($000) $2 Shares 6,405 Est. Cost $148.08 Unrealized +52.8%
LOW Lowes 0.8%
Value ($000) $2 Shares 7,887 Est. Cost $46.18 Unrealized +316.2%
IDXX IDEXX Laboratories 0.8%
Value ($000) $2 Shares 3,077 Est. Cost $150.80 Unrealized +217.3%
CTAS Cintas 0.8%
Value ($000) $2 Shares 3,306 Est. Cost $68.55 Unrealized +56.8%
HON Honeywell 0.8%
Value ($000) $2 Shares 7,977 Est. Cost $64.54 Unrealized +173.7%
INTU Intuit 0.7%
Value ($000) $1 Shares 3,362 Est. Cost $91.87 Unrealized +338.9%
DOV Dover 0.7%
Value ($000) $1 Shares 9,755 Est. Cost $44.13 Unrealized +221.1%
ROP Roper Technologies 0.7%
Value ($000) $1 Shares 3,316 Est. Cost $118.61 Unrealized +257.8%
CTSH Cognizant Tech 0.7%
Value ($000) $1 Shares 23,917 Est. Cost $40.15 Unrealized +48.8%
TXN Texas Instruments 0.7%
Value ($000) $1 Shares 7,829 Est. Cost $28.90 Unrealized +458.4%
HD Home Depot 0.7%
Value ($000) $1 Shares 4,900 Est. Cost $72.11 Unrealized +294.7%
Globe Life 0.7%
Value ($000) $1 Shares 13,134 Est. Cost $74.91 Unrealized
VMC Vulcan Materials 0.7%
Value ($000) $1 Shares 8,159 Est. Cost $143.61 Unrealized +20.9%
SBUX Starbucks 0.7%
Value ($000) $1 Shares 13,412 Est. Cost $41.19 Unrealized +135.6%
Adobe Systems 0.7%
Value ($000) $1 Shares 3,593 Est. Cost $313.25 Unrealized
VZ Verizon 0.6%
Value ($000) $1 Shares 33,527 Est. Cost $31.31 Unrealized +4.4%
LMT Lockheed Martin 0.6%
Value ($000) $1 Shares 2,538 Est. Cost $198.32 Unrealized +118.5%
CLX Clorox 0.6%
Value ($000) $1 Shares 7,332 Est. Cost $99.48 Unrealized +36.9%
DIS Walt Disney 0.6%
Value ($000) $1 Shares 11,570 Est. Cost $61.26 Unrealized +60.8%
Alphabet Class C 0.5%
Value ($000) $1 Shares 10,343 Est. Cost $121.65 Unrealized
Lam Research 0.5%
Value ($000) $1 Shares 1,901 Est. Cost $431.47 Unrealized
UPS United Parcel Service Cl B 0.5%
Value ($000) $1 Shares 5,115 Est. Cost $100.17 Unrealized +57.9%
MMM 3M Co. 0.5%
Value ($000) $1 Shares 9,422 Est. Cost $78.59 Unrealized +8.0%
AMD Advanced Micro 0.5%
Value ($000) $1 Shares 9,681 Est. Cost $41.94 Unrealized +94.1%
CAT Caterpillar 0.5%
Value ($000) $1 Shares 4,143 Est. Cost $188.30 Unrealized +22.5%
MAR Marriott Intl. Class A 0.4%
Value ($000) $1 Shares 5,406 Est. Cost $149.88 Unrealized +7.9%
EOG Resources 0.4%
Value ($000) $1 Shares 7,571 Est. Cost $58.52 Unrealized
ED Consolidated Edison 0.4%
Value ($000) $1 Shares 9,074 Est. Cost $69.95 Unrealized +21.2%
Constellation Brands 0.4%
Value ($000) $1 Shares 3,844 Est. Cost $188.16 Unrealized
Check Point Software 0.4%
Value ($000) $1 Shares 6,618 Est. Cost $107.97 Unrealized
AA Alcoa 0.4%
Value ($000) $1 Shares 20,094 Est. Cost $35.31 Unrealized +31.7%
META Meta Platforms 0.4%
Value ($000) $1 Shares 3,900 Est. Cost $110.03 Unrealized +53.7%
LLY Eli Lilly 0.4%
Value ($000) $1 Shares 2,371 Est. Cost $45.17 Unrealized +630.4%
KMB Kimberly Clark 0.4%
Value ($000) $1 Shares 5,697 Est. Cost $90.82 Unrealized +28.0%
DE Deere 0.4%
Value ($000) $1 Shares 1,822 Est. Cost $93.62 Unrealized +324.2%
Raytheon Technologies 0.4%
Value ($000) $1 Shares 7,616 Est. Cost $61.65 Unrealized
Valero Energy Corp 0.4%
Value ($000) $1 Shares 5,225 Est. Cost $69.72 Unrealized
ConocoPhillips 0.4%
Value ($000) $1 Shares 7,263 Est. Cost $77.02 Unrealized
DCI Donaldson 0.4%
Value ($000) $1 Shares 10,870 Est. Cost $34.15 Unrealized +75.6%
CCK Crown Holdings 0.3%
Value ($000) $1 Shares 8,194 Est. Cost $89.77 Unrealized -8.8%
MDLZ Mondelez International 0.3%
Value ($000) $1 Shares 9,345 Est. Cost $50.13 Unrealized +21.9%
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $1 Shares 407 Est. Cost $754.06 Unrealized +99.2%
ADSK Autodesk 0.3%
Value ($000) $1 Shares 2,993 Est. Cost $195.75 Unrealized +5.2%
PYPL PayPal 0.3%
Value ($000) $1 Shares 7,828 Est. Cost $53.29 Unrealized +44.2%
CBRE Group 0.3%
Value ($000) $1 Shares 8,085 Est. Cost $51.44 Unrealized
Medtronic 0.3%
Value ($000) $1 Shares 7,150 Est. Cost $87.56 Unrealized
Freeport-McMoRan 0.3%
Value ($000) $1 Shares 14,029 Est. Cost $41.50 Unrealized
Amcor PLC 0.3%
Value ($000) $1 Shares 46,949 Est. Cost $11.47 Unrealized
MRSH Marsh & McLennan 0.3%
Value ($000) $1 Shares 3,180 Est. Cost $151.73 Unrealized +5.0%
IBM IBM 0.2%
Value ($000) $0 Shares 3,793 Est. Cost $110.10 Unrealized +9.7%
PFE Pfizer 0.2%
Value ($000) $0 Shares 12,000 Est. Cost $30.69 Unrealized +19.1%
Salesforce 0.2%
Value ($000) $0 Shares 2,421 Est. Cost $182.03 Unrealized
Merck 0.2%
Value ($000) $0 Shares 4,526 Est. Cost $71.42 Unrealized
PCAR PACCAR Inc. 0.2%
Value ($000) $0 Shares 6,427 Est. Cost $46.85 Unrealized +36.9%
AT&T 0.2%
Value ($000) $0 Shares 23,137 Est. Cost $17.85 Unrealized
CRL Charles River Laboratories 0.2%
Value ($000) $0 Shares 2,105 Est. Cost $218.37 Unrealized +3.8%
MKC McCormick 0.2%
Value ($000) $0 Shares 4,790 Est. Cost $63.67 Unrealized +11.7%
MS Morgan Stanley 0.2%
Value ($000) $0 Shares 4,423 Est. Cost $54.18 Unrealized +56.5%
Mastercard 0.2%
Value ($000) $0 Shares 1,017 Est. Cost $179.46 Unrealized
CI Cigna 0.2%
Value ($000) $0 Shares 1,418 Est. Cost $185.98 Unrealized +48.5%
ITT Corporation 0.2%
Value ($000) $0 Shares 4,055 Est. Cost $58.80 Unrealized
C Citigroup 0.2%
Value ($000) $0 Shares 6,958 Est. Cost $43.49 Unrealized +1.8%
GILD Gilead Sciences 0.2%
Value ($000) $0 Shares 3,705 Est. Cost $56.36 Unrealized +32.5%
RMD ResMed 0.1%
Value ($000) $0 Shares 1,380 Est. Cost $192.34 Unrealized +9.8%
SHEL Shell 0.1%
Value ($000) $0 Shares 4,944 Est. Cost $43.70 Unrealized
SO Southern Company 0.1%
Value ($000) $0 Shares 4,085 Est. Cost $54.69 Unrealized +10.9%
FITB Fifth Third Bancorp 0.1%
Value ($000) $0 Shares 10,465 Est. Cost $24.72 Unrealized +19.0%
Duke Energy 0.1%
Value ($000) $0 Shares 2,832 Est. Cost $71.45 Unrealized
LUV Southwest Airlines 0.1%
Value ($000) $0 Shares 8,179 Est. Cost $39.46 Unrealized -19.3%
Truist Financial 0.1%
Value ($000) $0 Shares 7,496 Est. Cost $48.73 Unrealized
Quest Diagnostics 0.1%
Value ($000) $0 Shares 1,773 Est. Cost $113.76 Unrealized
GGG Graco Inc. 0.1%
Value ($000) $0 Shares 3,360 Est. Cost $62.71 Unrealized +6.6%
BP BP 0.1%
Value ($000) $0 Shares 6,432 Est. Cost $0.03 Unrealized
OXY Occidental Petroleum 0.1%
Value ($000) $0 Shares 3,815 Est. Cost $59.16 Unrealized 0.0%
KHC Kraft Heinz 0.1%
Value ($000) $0 Shares 5,995 Est. Cost $33.56 Unrealized +1.9%
Activision Blizzard 0.1%
Value ($000) $0 Shares 2,676 Est. Cost $87.89 Unrealized
WMB Williams Companies 0.1%
Value ($000) $0 Shares 7,521 Est. Cost $25.81 Unrealized +5.2%
SYY Sysco 0.1%
Value ($000) $0 Shares 2,892 Est. Cost $60.02 Unrealized +17.8%
Organon 0.1%
Value ($000) $0 Shares 8,830 Est. Cost $0.02 Unrealized
BBY Best Buy 0.1%
Value ($000) $0 Shares 2,629 Est. Cost $71.44 Unrealized 0.0%
Avista 0.1%
Value ($000) $0 Shares 4,858 Est. Cost $0.04 Unrealized
Kronos Worldwide 0.1%
Value ($000) $0 Shares 22,230 Est. Cost $0.01 Unrealized
Viatris 0.1%
Value ($000) $0 Shares 19,015 Est. Cost $6.42 Unrealized