SMITHBRIDGE ASSET MANAGEMENT INC/DE Diversified Active

CIK: 0001103245 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 3, 2022

Total Value ($000): $258,870 (100.0% shares, 0.0% debt)

Holdings (101)

AAPL APPLE INC 4.9%
Value ($000) $12,714 Shares 92,997 Est. Cost $86.93 Unrealized +71.0%
MSFT MICROSOFT CORP 3.8%
Value ($000) $9,869 Shares 38,428 Est. Cost $22.94 Unrealized +1048.1%
ACN ACCENTURE PLC FCLASS 3.4%
Value ($000) $8,910 Shares 32,092 Est. Cost $343.31 Unrealized -17.1%
UNH UNITEDHEALTH GRP INC 2.9%
Value ($000) $7,618 Shares 14,832 Est. Cost $423.14 Unrealized +11.3%
AJG ARTHUR J GALLAGHER&C 2.9%
Value ($000) $7,393 Shares 45,345 Est. Cost $79.13 Unrealized +102.4%
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $7,381 Shares 41,579 Est. Cost $63.95 Unrealized +150.1%
SCHD SCHWAB US DIVIDEND EQUITY 2.7%
Value ($000) $7,033 Shares 98,189 Est. Cost $51.60 Unrealized
RTX RAYTHEON TECHNOLOGIES CO 2.6%
Value ($000) $6,741 Shares 70,142 Est. Cost $57.47 Unrealized +54.0%
NVO NOVO-NORDISK A S FSPONSO 2.3%
Value ($000) $5,971 Shares 53,589 Est. Cost $54.47 Unrealized
HON HONEYWELL INTL INC 2.3%
Value ($000) $5,923 Shares 34,080 Est. Cost $75.57 Unrealized +120.1%
IVV ISHARES CORE S&P 500 ETF 2.1%
Value ($000) $5,338 Shares 14,078 Est. Cost $429.93 Unrealized
IJH ISHARES CORE S&P MID CAPETF IV 2.0%
Value ($000) $5,250 Shares 23,207 Est. Cost $268.50 Unrealized
TJX TJX COMPANIES INC 2.0%
Value ($000) $5,187 Shares 92,879 Est. Cost $35.48 Unrealized +61.9%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $5,088 Shares 45,185 Est. Cost $147.28 Unrealized -23.3%
PG PROCTER & GAMBLE 1.9%
Value ($000) $4,994 Shares 34,730 Est. Cost $64.09 Unrealized +114.2%
LMT LOCKHEED MARTIN CORP 1.9%
Value ($000) $4,949 Shares 11,511 Est. Cost $197.58 Unrealized +101.4%
TROW T ROWE PRICE GROUP 1.9%
Value ($000) $4,870 Shares 42,867 Est. Cost $166.78 Unrealized -35.7%
QCOM QUALCOMM INC 1.9%
Value ($000) $4,864 Shares 38,075 Est. Cost $72.68 Unrealized +71.9%
NKE NIKE INC CLASS 1.8%
Value ($000) $4,783 Shares 46,805 Est. Cost $51.63 Unrealized +115.5%
IJR ISHARES CORE S&P SMALL CAP ET 1.8%
Value ($000) $4,694 Shares 50,796 Est. Cost $112.98 Unrealized
ABT ABBOTT LABORATORIES 1.8%
Value ($000) $4,693 Shares 43,193 Est. Cost $34.61 Unrealized +206.6%
VEA VANGUARD FTSE DEVELOPED MKTS E 1.7%
Value ($000) $4,503 Shares 110,366 Est. Cost $42.97 Unrealized
MDT MEDTRONIC PLC F 1.7%
Value ($000) $4,390 Shares 48,911 Est. Cost $101.58 Unrealized -11.0%
FISV FISERV INC 1.7%
Value ($000) $4,326 Shares 48,625 Est. Cost $72.13 Unrealized +34.5%
ABBV ABBVIE INC 1.6%
Value ($000) $4,198 Shares 27,408 Est. Cost $102.29 Unrealized +31.1%
EES WISDOMTREE US SMALLCAP ETF 1.6%
Value ($000) $4,186 Shares 101,810 Est. Cost $35.58 Unrealized
SWKS SKYWORKS SOLUTIONS 1.6%
Value ($000) $4,133 Shares 44,613 Est. Cost $141.68 Unrealized -31.7%
SCHG SCHWAB US LARGE CAP GROWTH 1.5%
Value ($000) $4,002 Shares 69,012 Est. Cost $77.08 Unrealized
SCHM CHARLES SCHWAB US MC ETF 1.5%
Value ($000) $3,969 Shares 63,277 Est. Cost $55.61 Unrealized
SYK STRYKER CORP 1.5%
Value ($000) $3,848 Shares 19,346 Est. Cost $93.30 Unrealized +142.1%
NVS NOVARTIS AG FSPONSO 1.4%
Value ($000) $3,712 Shares 43,913 Est. Cost $87.45 Unrealized
AMAT APPLIED MATERIALS 1.4%
Value ($000) $3,663 Shares 40,266 Est. Cost $97.23 Unrealized +9.1%
CNI CANADIAN NATL RAILWY F 1.3%
Value ($000) $3,405 Shares 30,278 Est. Cost $55.79 Unrealized +94.8%
SPYV SPDR PORTFOLIO S&P 500 VALUE E 1.3%
Value ($000) $3,325 Shares 90,297 Est. Cost $41.63 Unrealized
ECL ECOLAB INC 1.3%
Value ($000) $3,318 Shares 21,582 Est. Cost $88.23 Unrealized +80.2%
PEP PEPSICO INC 1.3%
Value ($000) $3,244 Shares 19,463 Est. Cost $111.76 Unrealized +34.0%
SCHA SCHWAB US SMALL CAP ETF 1.2%
Value ($000) $3,038 Shares 77,918 Est. Cost $55.84 Unrealized
GOOG ALPHABET INC. CLASS 1.1%
Value ($000) $2,876 Shares 1,315 Est. Cost $142.76 Unrealized -17.9%
EPD ENTERPRISE PRODS PART LP 1.0%
Value ($000) $2,629 Shares 107,883 Est. Cost $31.23 Unrealized
XLY SPDR FUND CONSUMER DISCRE 0.9%
Value ($000) $2,435 Shares 17,711 Est. Cost $178.54 Unrealized
TGT TARGET CORP 0.9%
Value ($000) $2,307 Shares 16,335 Est. Cost $167.89 Unrealized +1.4%
SCHE SCHWAB EMERGING MARKETS EQUITY 0.9%
Value ($000) $2,299 Shares 90,564 Est. Cost $28.75 Unrealized
INTC INTEL CORP 0.9%
Value ($000) $2,219 Shares 59,304 Est. Cost $28.56 Unrealized +42.2%
GS GOLDMAN SACHS GROUP 0.8%
Value ($000) $2,179 Shares 7,336 Est. Cost $353.62 Unrealized -19.8%
RF REGIONS FINL CO 0.8%
Value ($000) $2,006 Shares 107,003 Est. Cost $19.09 Unrealized -7.8%
UNILEVER PLC FSPONSO 0.8%
Value ($000) $1,978 Shares 43,165 Est. Cost $47.79 Unrealized
NVDA NVIDIA CORP 0.8%
Value ($000) $1,947 Shares 12,847 Est. Cost $27.21 Unrealized -30.8%
LAB CO OF AMER HLDG 0.7%
Value ($000) $1,864 Shares 7,955 Est. Cost $260.00 Unrealized
CVX CHEVRON CORP 0.7%
Value ($000) $1,778 Shares 12,278 Est. Cost $74.48 Unrealized +91.6%
ROK ROCKWELL AUTOMATION 0.6%
Value ($000) $1,656 Shares 8,308 Est. Cost $302.04 Unrealized -29.9%
XLP CONSUMER STAPLES SELECT SECTOR 0.6%
Value ($000) $1,528 Shares 21,174 Est. Cost $72.16 Unrealized
XLV SELECT SECTOR HEALTH CARE S 0.6%
Value ($000) $1,507 Shares 11,749 Est. Cost $127.28 Unrealized
INTF ISHARES MSCI INTL MULTIF 0.5%
Value ($000) $1,389 Shares 59,012 Est. Cost $28.83 Unrealized
IYW ISHARES US TECHNOLOGY ETF IV 0.5%
Value ($000) $1,384 Shares 17,316 Est. Cost $99.40 Unrealized
LIT GLOBAL X LITHIUM BATTERYTECH E 0.5%
Value ($000) $1,373 Shares 18,901 Est. Cost $81.95 Unrealized
DLS WISDOMTREE INTL SMALLCP DIVIDE 0.5%
Value ($000) $1,292 Shares 22,137 Est. Cost $73.35 Unrealized
XLE ENERGY SELECT SECTOR SPDR E 0.5%
Value ($000) $1,258 Shares 17,588 Est. Cost $71.53 Unrealized
VIG VANGUARD DIVIDEND APPREC 0.5%
Value ($000) $1,213 Shares 8,455 Est. Cost $92.04 Unrealized
DRIV GLOBAL X AUTONOM ELECTR 0.5%
Value ($000) $1,192 Shares 55,529 Est. Cost $27.42 Unrealized
SNSR GLOBAL X INTERNET OF THINGS 0.5%
Value ($000) $1,188 Shares 46,192 Est. Cost $35.71 Unrealized
VBK VANGUARD SMALL CAP GROWTH 0.4%
Value ($000) $1,136 Shares 5,767 Est. Cost $201.03 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY 0.4%
Value ($000) $1,135 Shares 36,077 Est. Cost $32.20 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.4%
Value ($000) $1,105 Shares 25,005 Est. Cost $63.48 Unrealized
KMI KINDER MORGAN INC 0.4%
Value ($000) $1,061 Shares 63,289 Est. Cost $13.32 Unrealized +15.0%
SPYD SPDR S&P 500 HIGH DIVIDEND ET 0.4%
Value ($000) $1,032 Shares 25,849 Est. Cost $39.92 Unrealized
VTI VANGUARD TOTAL STOCK MARKET 0.4%
Value ($000) $1,015 Shares 5,380 Est. Cost $193.92 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT 0.4%
Value ($000) $958 Shares 7,134 Est. Cost $150.76 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $956 Shares 9,000 Est. Cost $124.96 Unrealized +0.1%
EW EDWARDS LIFESCIENCES 0.4%
Value ($000) $944 Shares 9,925 Est. Cost $115.97 Unrealized -10.7%
GD GENERAL DYNAMICS CO 0.3%
Value ($000) $896 Shares 4,050 Est. Cost $134.10 Unrealized +59.2%
SPMD SPDR PORTFOLIO S&P 400 MID CA 0.3%
Value ($000) $891 Shares 22,450 Est. Cost $39.69 Unrealized
AMLP ALERIAN MLP ETF 0.3%
Value ($000) $701 Shares 20,359 Est. Cost $35.97 Unrealized
ALL ALLSTATE CORP 0.3%
Value ($000) $650 Shares 5,127 Est. Cost $94.43 Unrealized +27.1%
GOOGL ALPHABET INC. CLASS 0.3%
Value ($000) $649 Shares 298 Est. Cost $139.88 Unrealized -16.5%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $629 Shares 3,450 Est. Cost $79.57 Unrealized +130.0%
AFL AFLAC INC 0.2%
Value ($000) $598 Shares 10,806 Est. Cost $40.49 Unrealized +34.3%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $528 Shares 4,967 Est. Cost $65.12 Unrealized +62.6%
IDCC INTERDIGITAL INC. 0.2%
Value ($000) $517 Shares 8,500 Est. Cost $69.71 Unrealized -12.0%
SLB SCHLUMBERGER LTD F 0.2%
Value ($000) $509 Shares 14,235 Est. Cost $30.01 Unrealized +27.6%
DIS WALT DISNEY CO 0.2%
Value ($000) $497 Shares 5,260 Est. Cost $107.53 Unrealized +0.8%
BLACKROCK INC 0.2%
Value ($000) $481 Shares 790 Est. Cost $915.51 Unrealized
IDV ISHARES INTERNATIONAL SEL DI 0.2%
Value ($000) $436 Shares 16,050 Est. Cost $34.52 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $393 Shares 3,450 Est. Cost $34.97 Unrealized +222.8%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $349 Shares 11,210 Est. Cost $20.77 Unrealized +57.6%
FDL FIRST TRUST MORNINGSTAR DIV L 0.1%
Value ($000) $332 Shares 9,433 Est. Cost $33.25 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $332 Shares 6,337 Est. Cost $42.00 Unrealized 0.0%
HDV ISHARES CORE HIGH DIVIDE 0.1%
Value ($000) $330 Shares 3,283 Est. Cost $96.33 Unrealized
WSM WILLIAMS SONOMA 0.1%
Value ($000) $309 Shares 2,784 Est. Cost $20.82 Unrealized +189.4%
ORLY O REILLY AUTOMOTIVE 0.1%
Value ($000) $300 Shares 475 Est. Cost $43.27 Unrealized -0.6%
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $268 Shares 3,100 Est. Cost $95.48 Unrealized
AMGN AMGEN INC. 0.1%
Value ($000) $265 Shares 1,088 Est. Cost $184.88 Unrealized +18.2%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $254 Shares 1,880 Est. Cost $79.24 Unrealized +44.8%
BRK/B BERKSHIRE HATHAWAY CLASS 0.1%
Value ($000) $241 Shares 884 Est. Cost $183.25 Unrealized +71.2%
VZ VERIZON COMMUNICATN 0.1%
Value ($000) $235 Shares 4,625 Est. Cost $40.11 Unrealized 0.0%
MGC VANGUARD MEGA CAP ETF IV 0.1%
Value ($000) $225 Shares 1,710 Est. Cost $88.81 Unrealized
BNS BANK NOVA SCOTIA F 0.1%
Value ($000) $205 Shares 3,460 Est. Cost $34.88 Unrealized +52.1%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $202 Shares 4,740 Est. Cost $50.47 Unrealized -15.2%
ITOT ISHARES TOTAL US STOCK MARKET 0.1%
Value ($000) $201 Shares 2,400 Est. Cost $86.25 Unrealized
MRMD MARIMED INC 0.0%
Value ($000) $83 Shares 177,370 Est. Cost $0.86 Unrealized -29.1%
GREENLANE HOLDINGS INC CLASS 0.0%
Value ($000) $2 Shares 10,859 Est. Cost $2.39 Unrealized
L & L ENERGY INC XXXREGIST 0.0%
Value ($000) $0 Shares 11,000 Est. Cost Unrealized