SMITHBRIDGE ASSET MANAGEMENT INC/DE Diversified Active

CIK: 0001103245 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 25, 2022

Total Value ($000): $301,876 (100.0% shares, 0.0% debt)

Holdings (99)

AAPL APPLE INC 5.1%
Value ($000) $15,270 Shares 87,452 Est. Cost $83.02 Unrealized +98.6%
MSFT MICROSOFT CORP 3.9%
Value ($000) $11,847 Shares 38,426 Est. Cost $22.94 Unrealized +1170.0%
ACN ACCENTURE PLC FCLASS 3.6%
Value ($000) $10,815 Shares 32,069 Est. Cost $343.31 Unrealized -7.2%
AJG ARTHUR J GALLAGHER&C 2.6%
Value ($000) $7,899 Shares 45,238 Est. Cost $79.13 Unrealized +93.9%
SCHD SCHWAB US DIVIDEND EQUITY 2.6%
Value ($000) $7,787 Shares 98,701 Est. Cost $51.60 Unrealized
UNH UNITEDHEALTH GRP INC 2.5%
Value ($000) $7,525 Shares 14,756 Est. Cost $423.14 Unrealized +6.6%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $7,349 Shares 41,467 Est. Cost $63.95 Unrealized +137.4%
RTX RAYTHEON TECHNOLOGIES CO 2.3%
Value ($000) $6,870 Shares 69,342 Est. Cost $57.11 Unrealized +51.9%
HON HONEYWELL INTL INC 2.2%
Value ($000) $6,600 Shares 33,918 Est. Cost $75.57 Unrealized +125.4%
IVV ISHARES CORE S&P 500 ETF 2.2%
Value ($000) $6,509 Shares 14,347 Est. Cost $429.93 Unrealized
TROW T ROWE PRICE GROUP 2.1%
Value ($000) $6,364 Shares 42,096 Est. Cost $167.88 Unrealized -23.1%
NKE NIKE INC CLASS 2.1%
Value ($000) $6,251 Shares 46,453 Est. Cost $51.63 Unrealized +155.5%
IJH ISHARES CORE S&P MID CAPETF IV 2.1%
Value ($000) $6,224 Shares 23,193 Est. Cost $268.50 Unrealized
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $6,122 Shares 44,912 Est. Cost $147.28 Unrealized -9.2%
NVO NOVO-NORDISK A S FSPONSO 2.0%
Value ($000) $5,988 Shares 53,920 Est. Cost $54.47 Unrealized
SWKS SKYWORKS SOLUTIONS 2.0%
Value ($000) $5,894 Shares 44,223 Est. Cost $141.68 Unrealized -11.7%
QCOM QUALCOMM INC 1.9%
Value ($000) $5,610 Shares 36,707 Est. Cost $70.74 Unrealized +117.1%
IJR ISHARES CORE S&P SMALL CAP ET 1.9%
Value ($000) $5,607 Shares 51,976 Est. Cost $112.98 Unrealized
TJX TJX COMPANIES INC 1.9%
Value ($000) $5,592 Shares 92,309 Est. Cost $35.48 Unrealized +78.2%
MDT MEDTRONIC PLC F 1.8%
Value ($000) $5,408 Shares 48,747 Est. Cost $101.58 Unrealized -7.8%
VEA VANGUARD FTSE DEVELOPED MKTS E 1.8%
Value ($000) $5,350 Shares 111,393 Est. Cost $42.97 Unrealized
AMAT APPLIED MATERIALS 1.8%
Value ($000) $5,288 Shares 40,118 Est. Cost $97.23 Unrealized +36.7%
PG PROCTER & GAMBLE 1.7%
Value ($000) $5,203 Shares 34,050 Est. Cost $62.63 Unrealized +126.9%
SCHG SCHWAB US LARGE CAP GROWTH 1.7%
Value ($000) $5,173 Shares 69,138 Est. Cost $77.08 Unrealized
FISV FISERV INC 1.7%
Value ($000) $5,137 Shares 50,663 Est. Cost $72.13 Unrealized +40.3%
SYK STRYKER CORP 1.7%
Value ($000) $5,123 Shares 19,164 Est. Cost $93.30 Unrealized +166.1%
ABT ABBOTT LABORATORIES 1.7%
Value ($000) $5,115 Shares 43,213 Est. Cost $34.61 Unrealized +233.4%
LMT LOCKHEED MARTIN CORP 1.7%
Value ($000) $5,042 Shares 11,423 Est. Cost $197.58 Unrealized +84.8%
EES WISDOMTREE US SMALLCAP ETF 1.6%
Value ($000) $4,924 Shares 102,675 Est. Cost $35.58 Unrealized
SCHM CHARLES SCHWAB US MC ETF 1.6%
Value ($000) $4,826 Shares 63,618 Est. Cost $55.61 Unrealized
ABBV ABBVIE INC 1.4%
Value ($000) $4,363 Shares 26,913 Est. Cost $101.71 Unrealized +24.3%
CNI CANADIAN NATL RAILWY F 1.3%
Value ($000) $4,011 Shares 29,898 Est. Cost $55.11 Unrealized +110.0%
ECL ECOLAB INC 1.3%
Value ($000) $3,931 Shares 22,264 Est. Cost $88.23 Unrealized +103.5%
IYW ISHARES US TECHNOLOGY ETF IV 1.3%
Value ($000) $3,893 Shares 37,778 Est. Cost $99.40 Unrealized
NVS NOVARTIS AG FSPONSO 1.3%
Value ($000) $3,809 Shares 43,413 Est. Cost $87.49 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE E 1.2%
Value ($000) $3,677 Shares 88,070 Est. Cost $41.75 Unrealized
GOOG ALPHABET INC. CLASS 1.2%
Value ($000) $3,620 Shares 1,296 Est. Cost $143.14 Unrealized -5.7%
NVDA NVIDIA CORP 1.1%
Value ($000) $3,403 Shares 12,472 Est. Cost $27.46 Unrealized -8.8%
TGT TARGET CORP 1.1%
Value ($000) $3,378 Shares 15,919 Est. Cost $167.83 Unrealized +14.0%
XLY SPDR FUND CONSUMER DISCRE 1.1%
Value ($000) $3,361 Shares 18,168 Est. Cost $178.54 Unrealized
PEP PEPSICO INC 1.0%
Value ($000) $3,148 Shares 18,807 Est. Cost $110.43 Unrealized +34.4%
ROK ROCKWELL AUTOMATION 1.0%
Value ($000) $3,135 Shares 11,197 Est. Cost $302.04 Unrealized -11.2%
INTC INTEL CORP 1.0%
Value ($000) $3,078 Shares 62,098 Est. Cost $28.56 Unrealized +61.7%
EPD ENTERPRISE PRODS PART LP 0.9%
Value ($000) $2,770 Shares 107,334 Est. Cost $31.23 Unrealized
SCHA SCHWAB US SMALL CAP ETF 0.9%
Value ($000) $2,650 Shares 55,958 Est. Cost $62.45 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY 0.8%
Value ($000) $2,528 Shares 91,038 Est. Cost $28.75 Unrealized
GS GOLDMAN SACHS GROUP 0.8%
Value ($000) $2,473 Shares 7,493 Est. Cost $353.62 Unrealized -9.6%
UNILEVER PLC FSPONSO 0.7%
Value ($000) $2,056 Shares 45,113 Est. Cost $47.79 Unrealized
CVX CHEVRON CORP 0.7%
Value ($000) $1,999 Shares 12,278 Est. Cost $74.48 Unrealized +64.8%
LAB CO OF AMER HLDG 0.6%
Value ($000) $1,834 Shares 6,955 Est. Cost $263.70 Unrealized
KRE SPDR S&P REGIONAL BANKIN 0.6%
Value ($000) $1,829 Shares 26,546 Est. Cost $70.85 Unrealized
INTF ISHARES MSCI INTL MULTIF 0.6%
Value ($000) $1,671 Shares 60,375 Est. Cost $28.83 Unrealized
XLV SELECT SECTOR HEALTH CARE S 0.5%
Value ($000) $1,656 Shares 12,086 Est. Cost $127.28 Unrealized
SNSR GLOBAL X INTERNET OF THINGS 0.5%
Value ($000) $1,577 Shares 47,394 Est. Cost $35.71 Unrealized
DRIV GLOBAL X AUTONOM ELECTR 0.5%
Value ($000) $1,571 Shares 57,018 Est. Cost $27.42 Unrealized
RF REGIONS FINL CO 0.5%
Value ($000) $1,550 Shares 69,613 Est. Cost $19.89 Unrealized 0.0%
AMZN AMAZON.COM INC 0.5%
Value ($000) $1,548 Shares 475 Est. Cost $121.90 Unrealized +26.8%
DLS WISDOMTREE INTL SMALLCP DIVIDE 0.5%
Value ($000) $1,525 Shares 22,217 Est. Cost $73.35 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT 0.5%
Value ($000) $1,516 Shares 9,613 Est. Cost $150.76 Unrealized
VTI VANGUARD TOTAL STOCK MARKET 0.5%
Value ($000) $1,504 Shares 6,608 Est. Cost $193.92 Unrealized
LIT GLOBAL X LITHIUM BATTERYTECH E 0.5%
Value ($000) $1,494 Shares 19,410 Est. Cost $81.95 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.5%
Value ($000) $1,463 Shares 27,402 Est. Cost $63.48 Unrealized
VBK VANGUARD SMALL CAP GROWTH 0.5%
Value ($000) $1,440 Shares 5,803 Est. Cost $201.03 Unrealized
VIG VANGUARD DIVIDEND APPREC 0.5%
Value ($000) $1,407 Shares 8,675 Est. Cost $92.04 Unrealized
XSOE WSDMTRE EMRG MKT EX STT OWN EN 0.4%
Value ($000) $1,223 Shares 37,454 Est. Cost $42.06 Unrealized
KMI KINDER MORGAN INC 0.4%
Value ($000) $1,205 Shares 63,727 Est. Cost $13.32 Unrealized +6.5%
EW EDWARDS LIFESCIENCES 0.4%
Value ($000) $1,168 Shares 9,925 Est. Cost $115.97 Unrealized -3.3%
GD GENERAL DYNAMICS CO 0.3%
Value ($000) $977 Shares 4,050 Est. Cost $134.10 Unrealized +52.7%
WSM WILLIAMS SONOMA 0.3%
Value ($000) $835 Shares 5,760 Est. Cost $20.82 Unrealized +236.9%
AMLP ALERIAN MLP ETF 0.3%
Value ($000) $797 Shares 20,803 Est. Cost $35.97 Unrealized
DIS WALT DISNEY CO 0.3%
Value ($000) $783 Shares 5,707 Est. Cost $107.53 Unrealized +31.4%
GOOGL ALPHABET INC. CLASS 0.2%
Value ($000) $731 Shares 263 Est. Cost $142.94 Unrealized -5.7%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $722 Shares 3,450 Est. Cost $79.57 Unrealized +156.0%
BNS BANK NOVA SCOTIA F 0.2%
Value ($000) $698 Shares 9,731 Est. Cost $34.88 Unrealized +68.1%
AFL AFLAC INC 0.2%
Value ($000) $696 Shares 10,806 Est. Cost $40.49 Unrealized +41.5%
ALL ALLSTATE CORP 0.2%
Value ($000) $653 Shares 4,714 Est. Cost $92.18 Unrealized +24.0%
SCHF SCHWAB INTERNATIONAL EQUITY 0.2%
Value ($000) $631 Shares 17,183 Est. Cost $33.01 Unrealized
BLACKROCK INC 0.2%
Value ($000) $611 Shares 800 Est. Cost $915.51 Unrealized
SLB SCHLUMBERGER LTD F 0.2%
Value ($000) $543 Shares 13,142 Est. Cost $29.32 Unrealized +22.4%
IDCC INTERDIGITAL INC. 0.2%
Value ($000) $542 Shares 8,500 Est. Cost $69.71 Unrealized -4.7%
IDV ISHARES INTERNATIONAL SEL DI 0.2%
Value ($000) $510 Shares 16,050 Est. Cost $34.52 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $504 Shares 4,967 Est. Cost $65.12 Unrealized +18.2%
PAYX PAYCHEX INC 0.2%
Value ($000) $471 Shares 3,450 Est. Cost $34.97 Unrealized +213.8%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $462 Shares 11,210 Est. Cost $20.77 Unrealized +96.5%
HDV ISHARES CORE HIGH DIVIDE 0.1%
Value ($000) $351 Shares 3,283 Est. Cost $96.33 Unrealized
FDL FIRST TRUST MORNINGSTAR DIV L 0.1%
Value ($000) $340 Shares 9,078 Est. Cost $33.17 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS 0.1%
Value ($000) $335 Shares 949 Est. Cost $183.25 Unrealized +76.5%
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $324 Shares 3,100 Est. Cost $95.48 Unrealized
ORLY O REILLY AUTOMOTIVE 0.1%
Value ($000) $308 Shares 450 Est. Cost $43.28 Unrealized +3.2%
MGC VANGUARD MEGA CAP ETF IV 0.1%
Value ($000) $275 Shares 1,730 Est. Cost $88.81 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $264 Shares 4,740 Est. Cost $50.47 Unrealized -0.4%
AMGN AMGEN INC. 0.1%
Value ($000) $263 Shares 1,088 Est. Cost $184.88 Unrealized +10.0%
CRM SALESFORCE COM 0.1%
Value ($000) $259 Shares 1,219 Est. Cost $212.63 Unrealized 0.0%
ITOT ISHARES TOTAL US STOCK MARKET 0.1%
Value ($000) $242 Shares 2,400 Est. Cost $86.25 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $232 Shares 1,880 Est. Cost $79.24 Unrealized +43.9%
TU TELUS CORP F 0.1%
Value ($000) $206 Shares 7,868 Est. Cost $24.71 Unrealized 0.0%
MRMD MARIMED INC 0.0%
Value ($000) $129 Shares 177,370 Est. Cost $0.86 Unrealized -9.4%
GREENLANE HOLDINGS INC CLASS 0.0%
Value ($000) $6 Shares 10,859 Est. Cost $2.39 Unrealized
L & L ENERGY INC XXXREGIST 0.0%
Value ($000) $0 Shares 11,000 Est. Cost Unrealized