SMITHBRIDGE ASSET MANAGEMENT INC/DE Diversified Active

CIK: 0001103245 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 21, 2021

Total Value ($000): $217,111 (100.0% shares, 0.0% debt)

Holdings (88)

AAPL APPLE INC 6.5%
Value ($000) $14,170 Shares 106,793 Est. Cost $83.02 Unrealized +40.9%
MSFT MICROSOFT CORP 4.2%
Value ($000) $9,107 Shares 40,946 Est. Cost $22.94 Unrealized +798.0%
ACCENTURE PLC SHS 4.0%
Value ($000) $8,773 Shares 33,586 Est. Cost $210.58 Unrealized
HON HONEYWELL INTL INC DEL 3.1%
Value ($000) $6,760 Shares 31,781 Est. Cost $68.46 Unrealized +139.2%
SKYWORKS SOLUTIONS INC 3.0%
Value ($000) $6,439 Shares 42,118 Est. Cost $119.27 Unrealized
NKE NIKE INC CL B 3.0%
Value ($000) $6,416 Shares 45,351 Est. Cost $45.96 Unrealized +168.1%
PRICE T ROWE GROUP INC 2.9%
Value ($000) $6,207 Shares 40,999 Est. Cost $121.92 Unrealized
JNJ JOHNSON AND JOHNSON COM 2.8%
Value ($000) $6,046 Shares 38,418 Est. Cost $55.18 Unrealized +131.1%
TJX TJX COS INC NEW 2.7%
Value ($000) $5,949 Shares 87,114 Est. Cost $34.04 Unrealized +65.9%
SCHD SCHWAB US DIVIDEND EQTY 2.7%
Value ($000) $5,893 Shares 91,873 Est. Cost $48.08 Unrealized
AJG GALLAGHER ARTHUR J & CO 2.5%
Value ($000) $5,441 Shares 43,985 Est. Cost $78.23 Unrealized +37.7%
JPMORGAN CHASE & CO 2.5%
Value ($000) $5,331 Shares 41,950 Est. Cost $105.07 Unrealized
QCOM QUALCOMM INC 2.3%
Value ($000) $4,989 Shares 32,751 Est. Cost $62.98 Unrealized +98.0%
VEA VANGUARD FTSE DEVELOPED MARKET 2.3%
Value ($000) $4,923 Shares 104,280 Est. Cost $42.61 Unrealized
MEDTRONIC PLC SHS 2.2%
Value ($000) $4,791 Shares 40,897 Est. Cost $110.35 Unrealized
UNITEDHEALTH GROUP INC 2.2%
Value ($000) $4,722 Shares 13,465 Est. Cost $294.01 Unrealized
ABT ABBOTT LABS 2.1%
Value ($000) $4,522 Shares 41,298 Est. Cost $30.83 Unrealized +221.9%
SCHG SCHWAB US LCAP GR ETF 2.1%
Value ($000) $4,511 Shares 35,126 Est. Cost $74.61 Unrealized
FISV FISERV INC WISC PV 1CT 2.0%
Value ($000) $4,445 Shares 39,041 Est. Cost $60.77 Unrealized +77.3%
PG PROCTER & GAMBLE CO 2.0%
Value ($000) $4,369 Shares 31,401 Est. Cost $55.27 Unrealized +122.8%
RTX RAYTHEON TECHNOLOGIES ORD SHS 2.0%
Value ($000) $4,368 Shares 61,088 Est. Cost $55.17 Unrealized +5.9%
ECL ECOLAB INC 2.0%
Value ($000) $4,266 Shares 19,716 Est. Cost $76.47 Unrealized +158.2%
SYK STRYKER CORP 1.9%
Value ($000) $4,184 Shares 17,074 Est. Cost $76.29 Unrealized +181.2%
NVO NOVO NORDISK A S ADR 1.8%
Value ($000) $3,987 Shares 57,074 Est. Cost $54.22 Unrealized
EES WISDOMTREE TR US SMALLCP ERNGS 1.8%
Value ($000) $3,953 Shares 101,556 Est. Cost $35.29 Unrealized
WSM WILLIAMS SONOMA INC 1.8%
Value ($000) $3,912 Shares 38,412 Est. Cost $20.82 Unrealized +123.4%
INTC INTEL CORP 1.8%
Value ($000) $3,877 Shares 77,818 Est. Cost $28.56 Unrealized +54.1%
SCHM SCHWAB STRATEGIC TR US MID CA 1.8%
Value ($000) $3,871 Shares 56,781 Est. Cost $52.97 Unrealized
NOVARTIS ADR 1.6%
Value ($000) $3,390 Shares 35,900 Est. Cost $93.85 Unrealized
VOOG VANGUARD ADMIRAL FDS I 500 GRT 1.5%
Value ($000) $3,293 Shares 14,312 Est. Cost $194.92 Unrealized
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $3,259 Shares 9,181 Est. Cost $167.03 Unrealized +91.0%
ABBVIE INC SHS 1.3%
Value ($000) $2,835 Shares 26,454 Est. Cost $88.53 Unrealized
CNI CANADIAN NATL RAILWAY CO 1.3%
Value ($000) $2,741 Shares 24,954 Est. Cost $44.35 Unrealized +120.9%
ORACLE CORP $0.01 DEL 1.0%
Value ($000) $2,262 Shares 34,965 Est. Cost $52.98 Unrealized
ALPHABET INC SHS CL C 1.0%
Value ($000) $2,227 Shares 1,271 Est. Cost $1396.24 Unrealized
PEP PEPSICO INC 1.0%
Value ($000) $2,151 Shares 14,504 Est. Cost $104.63 Unrealized +15.9%
3M COMPANY 1.0%
Value ($000) $2,125 Shares 12,156 Est. Cost $176.37 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.9%
Value ($000) $2,005 Shares 22,528 Est. Cost $70.32 Unrealized
UNILEVER PLC NEW ADR 0.9%
Value ($000) $1,957 Shares 32,421 Est. Cost $45.65 Unrealized
EPD ENTERPRISE PRDTS PRTN LPL P 0.9%
Value ($000) $1,860 Shares 94,964 Est. Cost $32.17 Unrealized
NVIDIA 0.8%
Value ($000) $1,646 Shares 3,153 Est. Cost $309.58 Unrealized
ISHARES EDGE MSCI MULTIF 0.7%
Value ($000) $1,553 Shares 57,154 Est. Cost $25.63 Unrealized
GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $1,491 Shares 5,654 Est. Cost $230.77 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY 0.7%
Value ($000) $1,442 Shares 47,062 Est. Cost $26.88 Unrealized
WISDOMTREE INTL S/C DV F 0.6%
Value ($000) $1,353 Shares 19,868 Est. Cost $69.48 Unrealized
VBK VANGUARD INDEX FDS SML CP GRW 0.6%
Value ($000) $1,339 Shares 5,003 Est. Cost $189.62 Unrealized
VIG VANGUARD DIVIDEND APPREC 0.6%
Value ($000) $1,244 Shares 8,810 Est. Cost $92.04 Unrealized
AMZN AMAZON COM INC COM 0.5%
Value ($000) $1,179 Shares 362 Est. Cost $109.67 Unrealized +45.5%
SCHB SCHWAB BRD MKT ETF 0.5%
Value ($000) $1,127 Shares 12,390 Est. Cost $70.44 Unrealized
FOOT LOCKER INC N.Y. COM 0.5%
Value ($000) $1,074 Shares 26,567 Est. Cost $46.19 Unrealized
EEM ISHARES MSCI EMERGING MKTS 0.5%
Value ($000) $1,049 Shares 20,300 Est. Cost $42.70 Unrealized
CVX CHEVRON CORP 0.5%
Value ($000) $977 Shares 11,574 Est. Cost $72.49 Unrealized -10.3%
DIS DISNEY (WALT) CO COM STK 0.4%
Value ($000) $955 Shares 5,272 Est. Cost $100.92 Unrealized +39.0%
BNS BANK OF NOVA SCOTIA 0.4%
Value ($000) $938 Shares 17,357 Est. Cost $34.88 Unrealized +3.6%
AMAT APPLIED MATERIAL INC 0.4%
Value ($000) $847 Shares 9,820 Est. Cost $61.17 Unrealized +15.6%
GD GENL DYNAMICS CORP COM 0.4%
Value ($000) $796 Shares 5,350 Est. Cost $134.10 Unrealized -2.6%
KINDER MORGAN INC. DEL 0.3%
Value ($000) $715 Shares 52,333 Est. Cost $20.68 Unrealized
IDV ISHARES INTL SELECT DIVIDE 0.3%
Value ($000) $665 Shares 22,550 Est. Cost $34.52 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $659 Shares 9,650 Est. Cost $52.72 Unrealized +4.8%
INTERDIGITAL INC 0.3%
Value ($000) $607 Shares 10,000 Est. Cost $77.30 Unrealized
VALERO ENERGY CORP NEW 0.3%
Value ($000) $593 Shares 10,487 Est. Cost $89.78 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $581 Shares 2,850 Est. Cost $46.28 Unrealized +291.1%
BLACKROCK INC 0.3%
Value ($000) $563 Shares 780 Est. Cost $503.30 Unrealized
SCHF SCHWAB INTL EQTY ETF 0.2%
Value ($000) $516 Shares 14,328 Est. Cost $32.09 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $489 Shares 11,006 Est. Cost $39.53 Unrealized -8.1%
EDWARDS LIFESCIENCES CRP 0.2%
Value ($000) $472 Shares 5,175 Est. Cost $91.21 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.2%
Value ($000) $464 Shares 2,382 Est. Cost $140.67 Unrealized
VARIAN MEDICAL SYS INC 0.2%
Value ($000) $438 Shares 2,500 Est. Cost $142.05 Unrealized
ALPHABET INC SHS CL A 0.2%
Value ($000) $428 Shares 244 Est. Cost $1335.90 Unrealized
SCHJ SCHWAB 1 5 YEAR CORP BOND E 0.2%
Value ($000) $420 Shares 8,180 Est. Cost $51.34 Unrealized
BOOKING HLDGS INC USD0.0 0.2%
Value ($000) $388 Shares 174 Est. Cost $1973.76 Unrealized
ALL ALLSTATE CORP DEL COM 0.2%
Value ($000) $379 Shares 3,450 Est. Cost $86.64 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $335 Shares 3,600 Est. Cost $34.97 Unrealized +120.0%
BAC BANKAMERICA CORP COM 0.1%
Value ($000) $320 Shares 10,564 Est. Cost $19.75 Unrealized +19.8%
KMB KIMBERLY CLARK 0.1%
Value ($000) $296 Shares 2,195 Est. Cost $79.24 Unrealized +46.3%
AMGN AMGEN INC COM 0.1%
Value ($000) $288 Shares 1,251 Est. Cost $182.99 Unrealized +7.3%
BRK/B BERKSHIRE HATHAWAYINC DEL CL 0.1%
Value ($000) $275 Shares 1,187 Est. Cost $183.25 Unrealized +20.2%
VANECK VECTORS AGRIBUSINESS ET 0.1%
Value ($000) $273 Shares 3,500 Est. Cost $68.84 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $272 Shares 3,200 Est. Cost $85.00 Unrealized
VERIZON COMMUNICATNS COM 0.1%
Value ($000) $266 Shares 4,523 Est. Cost $60.96 Unrealized
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $251 Shares 1,880 Est. Cost $88.81 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOC 0.1%
Value ($000) $207 Shares 2,400 Est. Cost $86.25 Unrealized
O REILLY AUTOMOTIVE 0.1%
Value ($000) $204 Shares 450 Est. Cost $461.37 Unrealized
GENERAL ELECTRIC 0.1%
Value ($000) $170 Shares 15,781 Est. Cost $24.97 Unrealized
FULT FULTON FINL CORP PA COM 0.1%
Value ($000) $131 Shares 10,294 Est. Cost $7.78 Unrealized +22.8%
ENERGY TRANSFER LP P 0.0%
Value ($000) $72 Shares 11,613 Est. Cost $11.59 Unrealized
IAG IAMGOLD CORP F 0.0%
Value ($000) $37 Shares 10,000 Est. Cost $3.50 Unrealized +4.8%
L & L ENERGY INC 0.0%
Value ($000) $0 Shares 11,000 Est. Cost Unrealized