SMITHBRIDGE ASSET MANAGEMENT INC/DE Diversified Active

CIK: 0001103245 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 20, 2023

Total Value ($000): $399 (100.0% shares, 0.0% debt)

Holdings (140)

AAPL APPLE INC 6.9%
Value ($000) $28 Shares 167,147 Est. Cost $111.80 Unrealized +30.1%
MSFT MICROSOFT CORP 4.5%
Value ($000) $18 Shares 61,788 Est. Cost $104.22 Unrealized +139.4%
UNH UNITEDHEALTH GRP INC 2.9%
Value ($000) $12 Shares 24,504 Est. Cost $457.25 Unrealized 0.0%
ACN ACCENTURE PLC FCLASS 2.3%
Value ($000) $9 Shares 32,418 Est. Cost $342.13 Unrealized -23.6%
AJG ARTHUR J GALLAGHER&C 2.2%
Value ($000) $9 Shares 45,494 Est. Cost $80.65 Unrealized +129.0%
QCOM QUALCOMM INC 2.1%
Value ($000) $8 Shares 65,856 Est. Cost $88.36 Unrealized +31.7%
NVO NOVO-NORDISK A S FSPONSO 2.1%
Value ($000) $8 Shares 51,483 Est. Cost $54.47 Unrealized
ABBV ABBVIE INC 2.0%
Value ($000) $8 Shares 49,681 Est. Cost $118.47 Unrealized +16.6%
TJX TJX COMPANIES INC 1.8%
Value ($000) $7 Shares 92,921 Est. Cost $36.13 Unrealized +109.4%
SCHD SCHWAB US DIVIDEND EQUITY 1.8%
Value ($000) $7 Shares 98,385 Est. Cost $52.14 Unrealized
RTX RAYTHEON TECHNOLOGIES CO 1.8%
Value ($000) $7 Shares 73,083 Est. Cost $58.26 Unrealized +58.4%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $7 Shares 44,920 Est. Cost $69.89 Unrealized +111.6%
HON HONEYWELL INTL INC 1.7%
Value ($000) $7 Shares 34,886 Est. Cost $78.93 Unrealized +123.8%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $7 Shares 50,622 Est. Cost $128.16 Unrealized 0.0%
GOOG ALPHABET INC. CLASS 1.6%
Value ($000) $7 Shares 62,612 Est. Cost $103.12 Unrealized -7.1%
FISV FISERV INC 1.6%
Value ($000) $6 Shares 55,621 Est. Cost $76.40 Unrealized +44.0%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $6 Shares 12,750 Est. Cost $217.24 Unrealized +99.4%
NKE NIKE INC CLASS 1.5%
Value ($000) $6 Shares 48,102 Est. Cost $53.16 Unrealized +119.5%
SWKS SKYWORKS SOLUTIONS 1.5%
Value ($000) $6 Shares 49,470 Est. Cost $136.01 Unrealized -25.7%
SYK STRYKER CORP 1.4%
Value ($000) $6 Shares 20,050 Est. Cost $98.95 Unrealized +160.5%
AMAT APPLIED MATERIALS 1.4%
Value ($000) $6 Shares 45,633 Est. Cost $96.29 Unrealized +16.2%
PG PROCTER & GAMBLE 1.3%
Value ($000) $5 Shares 36,094 Est. Cost $66.34 Unrealized +100.8%
AMZN AMAZON.COM INC 1.3%
Value ($000) $5 Shares 51,720 Est. Cost $102.95 Unrealized -6.2%
SCHG SCHWAB US LARGE CAP GROWTH 1.3%
Value ($000) $5 Shares 79,308 Est. Cost $73.83 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS E 1.3%
Value ($000) $5 Shares 113,805 Est. Cost $42.53 Unrealized
TROW T ROWE PRICE GROUP 1.3%
Value ($000) $5 Shares 44,753 Est. Cost $164.66 Unrealized -39.6%
URI UNITED RENTALS INC 1.2%
Value ($000) $5 Shares 12,401 Est. Cost $319.14 Unrealized +27.7%
SCHM CHARLES SCHWAB US MC ETF 1.2%
Value ($000) $5 Shares 70,319 Est. Cost $56.03 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $5 Shares 11,188 Est. Cost $429.93 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $5 Shares 24,951 Est. Cost $122.10 Unrealized +30.0%
ABT ABBOTT LABORATORIES 1.1%
Value ($000) $5 Shares 44,640 Est. Cost $36.26 Unrealized +175.8%
ON ON SEMICONDUCTOR CO 1.1%
Value ($000) $4 Shares 53,357 Est. Cost $66.89 Unrealized +13.6%
TMO THERMO FISHER SCNTFC 1.1%
Value ($000) $4 Shares 7,586 Est. Cost $525.42 Unrealized +6.3%
EES WISDOMTREE US SMALLCAP ETF 1.1%
Value ($000) $4 Shares 96,825 Est. Cost $35.58 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE E 1.0%
Value ($000) $4 Shares 101,270 Est. Cost $40.35 Unrealized
NVS NOVARTIS AG FSPONSO 1.0%
Value ($000) $4 Shares 41,997 Est. Cost $84.07 Unrealized
MDT MEDTRONIC PLC F 1.0%
Value ($000) $4 Shares 47,243 Est. Cost $98.44 Unrealized -24.3%
NVDA NVIDIA CORP 1.0%
Value ($000) $4 Shares 13,705 Est. Cost $26.34 Unrealized -17.9%
LLY LILLY ELI & CO 1.0%
Value ($000) $4 Shares 11,079 Est. Cost $345.79 Unrealized -4.6%
ECL ECOLAB INC 0.9%
Value ($000) $4 Shares 22,366 Est. Cost $91.07 Unrealized +65.8%
CNI CANADIAN NATL RAILWY F 0.9%
Value ($000) $4 Shares 30,815 Est. Cost $57.77 Unrealized +93.0%
REGN REGENERON PHARMS INC 0.9%
Value ($000) $4 Shares 4,422 Est. Cost $750.05 Unrealized 0.0%
IJH ISHARES CORE S&P MID CAPETF IV 0.9%
Value ($000) $4 Shares 14,141 Est. Cost $268.50 Unrealized
ENPH ENPHASE ENERGY INC 0.9%
Value ($000) $4 Shares 16,806 Est. Cost $216.60 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.9%
Value ($000) $4 Shares 15,643 Est. Cost $224.75 Unrealized -0.8%
OXY OCCIDENTAL PETE CORP CAL 0.9%
Value ($000) $3 Shares 55,141 Est. Cost $64.63 Unrealized -8.5%
GOOGL ALPHABET INC. CLASS 0.9%
Value ($000) $3 Shares 33,036 Est. Cost $97.10 Unrealized -1.9%
IJR ISHARES CORE S&P SMALL CAP ET 0.8%
Value ($000) $3 Shares 34,419 Est. Cost $112.98 Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $3 Shares 43,068 Est. Cost $85.94 Unrealized -12.5%
LSTR LANDSTAR SYS INC 0.8%
Value ($000) $3 Shares 17,462 Est. Cost $0.16 Unrealized
RF REGIONS FINL CO 0.8%
Value ($000) $3 Shares 166,103 Est. Cost $18.86 Unrealized +1.0%
EPD ENTERPRISE PRODS PART LP 0.8%
Value ($000) $3 Shares 117,106 Est. Cost $30.38 Unrealized
TGT TARGET CORP 0.8%
Value ($000) $3 Shares 18,239 Est. Cost $165.25 Unrealized -10.1%
ROK ROCKWELL AUTOMATION 0.7%
Value ($000) $3 Shares 10,158 Est. Cost $286.20 Unrealized -5.5%
EOG RESOURCES INC 0.7%
Value ($000) $3 Shares 25,933 Est. Cost $0.11 Unrealized
CB CHUBB LTD F 0.7%
Value ($000) $3 Shares 14,708 Est. Cost $202.74 Unrealized 0.0%
UNILEVER PLC FSPONSO 0.7%
Value ($000) $3 Shares 52,923 Est. Cost $42.95 Unrealized
LKQ LKQ CORP 0.7%
Value ($000) $3 Shares 48,233 Est. Cost $48.50 Unrealized +7.0%
GS GOLDMAN SACHS GROUP 0.7%
Value ($000) $3 Shares 8,340 Est. Cost $348.33 Unrealized -7.1%
MA MASTERCARD INC CLASS 0.7%
Value ($000) $3 Shares 7,504 Est. Cost $357.45 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.7%
Value ($000) $3 Shares 18,659 Est. Cost $148.77 Unrealized -2.5%
CHTR CHARTER COMMUNICATN CLASS 0.6%
Value ($000) $2 Shares 6,872 Est. Cost $373.53 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $2 Shares 35,387 Est. Cost $65.23 Unrealized -5.7%
LAB CO OF AMER HLDG 0.6%
Value ($000) $2 Shares 10,663 Est. Cost $226.25 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY 0.6%
Value ($000) $2 Shares 94,352 Est. Cost $28.33 Unrealized
SCHA SCHWAB US SMALL CAP ETF 0.6%
Value ($000) $2 Shares 54,511 Est. Cost $53.06 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.5%
Value ($000) $2 Shares 27,713 Est. Cost $80.97 Unrealized 0.0%
CVX CHEVRON CORP 0.5%
Value ($000) $2 Shares 11,752 Est. Cost $74.48 Unrealized +99.3%
INTF ISHARES MSCI INTL MULTIF 0.4%
Value ($000) $2 Shares 65,397 Est. Cost $28.02 Unrealized
SEIC S E I Investments Co. 0.4%
Value ($000) $2 Shares 26,201 Est. Cost $53.81 Unrealized +7.2%
DLS WISDOMTREE INTL SMALLCP DIVIDE 0.4%
Value ($000) $1 Shares 24,184 Est. Cost $71.08 Unrealized
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1 Shares 10,534 Est. Cost $91.07 Unrealized +35.1%
FIS FIDELITY NATL INFO 0.3%
Value ($000) $1 Shares 25,498 Est. Cost $60.38 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPREC 0.3%
Value ($000) $1 Shares 8,415 Est. Cost $92.04 Unrealized
VBK VANGUARD SMALL CAP GROWTH 0.3%
Value ($000) $1 Shares 5,821 Est. Cost $200.74 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $1 Shares 7,501 Est. Cost $128.53 Unrealized
IYW ISHARES US TECHNOLOGY ETF IV 0.3%
Value ($000) $1 Shares 12,231 Est. Cost $99.40 Unrealized
LIFESTANCE HEALTH GROUP 0.3%
Value ($000) $1 Shares 146,195 Est. Cost $6.62 Unrealized
KMI KINDER MORGAN INC 0.3%
Value ($000) $1 Shares 60,044 Est. Cost $13.32 Unrealized +14.4%
VTI VANGUARD TOTAL STOCK MARKET 0.3%
Value ($000) $1 Shares 5,108 Est. Cost $191.65 Unrealized
MATERIALS SELECT SECTOR SPDR F 0.3%
Value ($000) $1 Shares 12,922 Est. Cost $0.08 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.3%
Value ($000) $1 Shares 21,260 Est. Cost $63.48 Unrealized
XLE ENERGY SELECT SECTOR SPDR E 0.3%
Value ($000) $1 Shares 12,190 Est. Cost $71.53 Unrealized
SLB SCHLUMBERGER LTD F 0.2%
Value ($000) $1 Shares 20,229 Est. Cost $32.32 Unrealized +52.8%
SNSR GLOBAL X INTERNET OF THINGS 0.2%
Value ($000) $1 Shares 29,413 Est. Cost $35.71 Unrealized
DHI D R HORTON CO 0.2%
Value ($000) $1 Shares 9,724 Est. Cost $92.76 Unrealized 0.0%
XLY SPDR FUND CONSUMER DISCRE 0.2%
Value ($000) $1 Shares 6,345 Est. Cost $178.54 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT 0.2%
Value ($000) $1 Shares 6,462 Est. Cost $147.99 Unrealized
DRIV GLOBAL X AUTONOM ELECTR 0.2%
Value ($000) $1 Shares 39,153 Est. Cost $27.42 Unrealized
GD GENERAL DYNAMICS CO 0.2%
Value ($000) $1 Shares 4,050 Est. Cost $134.10 Unrealized +62.4%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $1 Shares 4,949 Est. Cost $168.26 Unrealized +2.4%
LIT GLOBAL X LITHIUM BATTERYTECH E 0.2%
Value ($000) $1 Shares 13,640 Est. Cost $77.52 Unrealized
PPA INVESCO AEROSPACE & DEFENCE ET 0.2%
Value ($000) $1 Shares 10,421 Est. Cost $0.08 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $1 Shares 1,735 Est. Cost $484.45 Unrealized -6.0%
MCHP MICROCHIP TECHNOLOGY TRADES 0.2%
Value ($000) $1 Shares 9,431 Est. Cost $63.88 Unrealized +16.3%
PSA PUBLIC STORAGE REIT 0.2%
Value ($000) $1 Shares 2,585 Est. Cost $260.60 Unrealized 0.0%
DEVON ENERGY CORP NEW 0.2%
Value ($000) $1 Shares 15,189 Est. Cost $0.05 Unrealized
IEMG ISHARES CORE MSCI EMERGI 0.2%
Value ($000) $1 Shares 15,433 Est. Cost $0.05 Unrealized
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $1 Shares 3,050 Est. Cost $82.89 Unrealized +162.6%
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $1 Shares 18,798 Est. Cost $33.14 Unrealized
EW EDWARDS LIFESCIENCES 0.2%
Value ($000) $1 Shares 8,400 Est. Cost $91.07 Unrealized -13.7%
AFL AFLAC INC 0.2%
Value ($000) $1 Shares 10,506 Est. Cost $40.49 Unrealized +58.7%
V VISA INC CLASS 0.2%
Value ($000) $1 Shares 2,825 Est. Cost $202.20 Unrealized +7.7%
IDCC INTERDIGITAL INC. 0.2%
Value ($000) $1 Shares 8,500 Est. Cost $69.71 Unrealized -0.1%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1 Shares 231 Est. Cost $2394.16 Unrealized 0.0%
CMI CUMMINS INC 0.2%
Value ($000) $1 Shares 2,558 Est. Cost $220.86 Unrealized +3.2%
EQIX EQUINIX INC REIT 0.1%
Value ($000) $1 Shares 826 Est. Cost $662.35 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1 Shares 1,184 Est. Cost $495.16 Unrealized -10.7%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $1 Shares 2,622 Est. Cost $188.26 Unrealized +2.1%
BLACKROCK INC 0.1%
Value ($000) $1 Shares 770 Est. Cost $915.51 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY 0.1%
Value ($000) $0 Shares 14,269 Est. Cost $30.00 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $0 Shares 4,350 Est. Cost $94.43 Unrealized +25.1%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $0 Shares 2,874 Est. Cost $153.47 Unrealized +0.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $0 Shares 3,153 Est. Cost $0.14 Unrealized
PNC PNC FINL SERVICES 0.1%
Value ($000) $0 Shares 3,198 Est. Cost $139.24 Unrealized -3.3%
PAYX PAYCHEX INC 0.1%
Value ($000) $0 Shares 3,350 Est. Cost $34.97 Unrealized +198.3%
ORLY O REILLY AUTOMOTIVE 0.1%
Value ($000) $0 Shares 450 Est. Cost $43.27 Unrealized +26.6%
FDM FIRST TRUST DJ SEL MICROC 0.1%
Value ($000) $0 Shares 6,628 Est. Cost $40.44 Unrealized
KR KROGER CO 0.1%
Value ($000) $0 Shares 6,862 Est. Cost $42.86 Unrealized +0.1%
XSOE WSDMTRE EMRG MKT EX STT OWN EN 0.1%
Value ($000) $0 Shares 11,327 Est. Cost $0.03 Unrealized
MET METLIFE INC 0.1%
Value ($000) $0 Shares 5,315 Est. Cost $61.77 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $0 Shares 10,389 Est. Cost $20.77 Unrealized +47.2%
NTAP NETAPP INC 0.1%
Value ($000) $0 Shares 4,258 Est. Cost $60.52 Unrealized 0.0%
ADSK AUTODESK INC DEL PV$0.01 0.1%
Value ($000) $0 Shares 1,285 Est. Cost $205.89 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ET 0.1%
Value ($000) $0 Shares 1,131 Est. Cost $0.21 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $0 Shares 830 Est. Cost $186.11 Unrealized +65.6%
MRK MERCK & CO. INC. 0.1%
Value ($000) $0 Shares 2,389 Est. Cost $98.68 Unrealized 0.0%
WSM WILLIAMS SONOMA 0.1%
Value ($000) $0 Shares 2,060 Est. Cost $20.82 Unrealized +184.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $0 Shares 1,860 Est. Cost $79.24 Unrealized +46.7%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $0 Shares 19,255 Est. Cost $0.01 Unrealized
MGC VANGUARD MEGA CAP ETF IV 0.1%
Value ($000) $0 Shares 1,670 Est. Cost $88.81 Unrealized
AMGN AMGEN INC. 0.1%
Value ($000) $0 Shares 988 Est. Cost $184.88 Unrealized +21.2%
HD HOME DEPOT INC 0.1%
Value ($000) $0 Shares 795 Est. Cost $281.19 Unrealized +1.2%
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $0 Shares 2,550 Est. Cost $95.48 Unrealized
VBR VANGUARD SMALL CAP VALUEETF IV 0.1%
Value ($000) $0 Shares 1,385 Est. Cost $0.16 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $0 Shares 4,156 Est. Cost $44.85 Unrealized 0.0%
ITOT ISHARES TOTAL US STOCK MARKET 0.1%
Value ($000) $0 Shares 2,400 Est. Cost $0.09 Unrealized
HDV ISHARES CORE HIGH DIVIDE 0.1%
Value ($000) $0 Shares 2,067 Est. Cost $0.10 Unrealized
MRMD MARIMED INC 0.0%
Value ($000) $0 Shares 177,370 Est. Cost $0.86 Unrealized -51.3%
L & L ENERGY INC XXXREGIST 0.0%
Value ($000) $0 Shares 11,000 Est. Cost Unrealized