NICHOLS & PRATT ADVISERS LLP /MA Diversified Active

CIK: 0001141781 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 5, 2014

Total Value ($000): $1,155,540 (100.0% shares, 0.0% debt)

Holdings (123)

JNJ JOHNSON & JOHNSON 7.4%
Value ($000) $85,821 Shares 819,651 Est. Cost $59.66 Unrealized +22.6%
EXXONMOBIL CORP 5.9%
Value ($000) $67,986 Shares 674,976 Est. Cost $97.68 Unrealized
GENERAL ELECTRIC CORP 5.3%
Value ($000) $61,780 Shares 2,350,283 Est. Cost $23.28 Unrealized
PG PROCTER & GAMBLE CO 5.3%
Value ($000) $61,172 Shares 777,836 Est. Cost $55.02 Unrealized +5.9%
PEP PEPSICO INC 3.9%
Value ($000) $44,848 Shares 502,070 Est. Cost $56.01 Unrealized +8.8%
KO COCA COLA CO 3.9%
Value ($000) $44,687 Shares 1,055,084 Est. Cost $27.83 Unrealized +1.0%
ADP AUTOMATIC DATA PROCESSING INC 3.7%
Value ($000) $42,981 Shares 541,765 Est. Cost $45.09 Unrealized +17.2%
MERCK & CO INC NEW 3.5%
Value ($000) $40,993 Shares 708,011 Est. Cost $46.44 Unrealized
EMR EMERSON ELEC CO 3.5%
Value ($000) $40,515 Shares 610,413 Est. Cost $40.02 Unrealized +22.8%
NOVARTIS A G 3.4%
Value ($000) $39,590 Shares 436,993 Est. Cost $72.14 Unrealized
SLB SCHLUMBERGER LTD 2.8%
Value ($000) $32,192 Shares 272,942 Est. Cost $53.99 Unrealized +38.7%
CL COLGATE PALMOLIVE CO 2.6%
Value ($000) $30,516 Shares 447,403 Est. Cost $44.38 Unrealized +15.4%
UNITED TECHNOLOGIES CORP 2.3%
Value ($000) $26,185 Shares 226,736 Est. Cost $93.37 Unrealized
ABBVIE INC 2.1%
Value ($000) $24,636 Shares 436,211 Est. Cost $42.47 Unrealized
SYY SYSCO CORP 2.1%
Value ($000) $24,205 Shares 646,567 Est. Cost $24.40 Unrealized +10.2%
KINDER MORGAN INC DEL 1.8%
Value ($000) $20,929 Shares 577,511 Est. Cost $33.16 Unrealized
PRAXAIR INC 1.8%
Value ($000) $20,633 Shares 155,320 Est. Cost $129.29 Unrealized
ABT ABBOTT LABS 1.8%
Value ($000) $20,401 Shares 498,537 Est. Cost $29.15 Unrealized +8.0%
FISV FISERV INC 1.7%
Value ($000) $19,681 Shares 325,670 Est. Cost $24.39 Unrealized +21.5%
INTC INTEL CORP 1.7%
Value ($000) $19,221 Shares 621,871 Est. Cost $17.18 Unrealized +20.4%
CAT CATERPILLAR INC 1.7%
Value ($000) $19,211 Shares 176,780 Est. Cost $62.10 Unrealized +25.6%
BHP BHP BILLITON LTD 1.7%
Value ($000) $19,203 Shares 280,315 Est. Cost $58.30 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $18,861 Shares 202,835 Est. Cost $17.94 Unrealized +4.0%
STT STATE STR CORP 1.5%
Value ($000) $17,526 Shares 260,505 Est. Cost $44.71 Unrealized +7.1%
NTRS NORTHERN TR CORP 1.4%
Value ($000) $16,696 Shares 259,865 Est. Cost $40.35 Unrealized +12.7%
QCOM QUALCOMM INC 1.3%
Value ($000) $15,582 Shares 196,598 Est. Cost $45.78 Unrealized +25.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $15,481 Shares 122,317 Est. Cost $110.21 Unrealized +14.8%
WALGREEN CO 1.3%
Value ($000) $15,480 Shares 208,815 Est. Cost $44.20 Unrealized
CISCO SYS INC 1.3%
Value ($000) $14,630 Shares 588,386 Est. Cost $24.34 Unrealized
SIGMA ALDRICH CORP 1.2%
Value ($000) $14,204 Shares 139,851 Est. Cost $81.44 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.1%
Value ($000) $13,057 Shares 295,669 Est. Cost $31.77 Unrealized +16.3%
JOHNSON CTLS INC 1.1%
Value ($000) $12,781 Shares 255,995 Est. Cost $36.16 Unrealized
UNILEVER PLC 1.0%
Value ($000) $11,880 Shares 261,855 Est. Cost $40.59 Unrealized
MONSANTO CO NEW 1.0%
Value ($000) $11,159 Shares 89,496 Est. Cost $100.68 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $10,207 Shares 244,606 Est. Cost $26.98 Unrealized +25.9%
E M C CORP MASS 0.9%
Value ($000) $9,848 Shares 373,510 Est. Cost $23.70 Unrealized
LINEAR TECHNOLOGY CORP 0.8%
Value ($000) $8,973 Shares 190,619 Est. Cost $36.84 Unrealized
3M CO 0.7%
Value ($000) $8,157 Shares 56,946 Est. Cost $109.35 Unrealized
AT&T INC 0.6%
Value ($000) $7,488 Shares 211,734 Est. Cost $35.40 Unrealized
CVS CVS CAREMARK CORPORATION 0.6%
Value ($000) $6,926 Shares 91,859 Est. Cost $44.36 Unrealized +23.7%
SYK STRYKER CORP 0.6%
Value ($000) $6,483 Shares 76,640 Est. Cost $58.15 Unrealized +22.4%
MEDTRONIC INC 0.5%
Value ($000) $6,160 Shares 96,574 Est. Cost $51.63 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $5,981 Shares 32,975 Est. Cost $112.05 Unrealized +0.2%
VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $5,810 Shares 118,742 Est. Cost $50.09 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $5,348 Shares 117,846 Est. Cost $26.64 Unrealized +1.2%
WMT WAL MART STORES INC 0.4%
Value ($000) $4,546 Shares 60,559 Est. Cost $19.99 Unrealized +2.7%
NVO NOVO-NORDISK A S 0.4%
Value ($000) $4,327 Shares 93,635 Est. Cost $45.66 Unrealized
FAST FASTENAL CO 0.3%
Value ($000) $3,874 Shares 78,326 Est. Cost $8.83 Unrealized +3.2%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $3,833 Shares 45,913 Est. Cost $54.39 Unrealized -0.6%
PFE PFIZER INC 0.3%
Value ($000) $3,680 Shares 123,970 Est. Cost $16.93 Unrealized +3.7%
IWM ISHARES 0.3%
Value ($000) $3,266 Shares 27,430 Est. Cost $97.34 Unrealized
EEM ISHARES 0.3%
Value ($000) $3,211 Shares 74,130 Est. Cost $38.77 Unrealized
ABBNY ABB LTD 0.3%
Value ($000) $2,931 Shares 127,334 Est. Cost $25.79 Unrealized
INTU INTUIT 0.2%
Value ($000) $2,791 Shares 34,655 Est. Cost $54.39 Unrealized +29.0%
APD AIR PROD & CHEMS INC 0.2%
Value ($000) $2,649 Shares 20,593 Est. Cost $79.46 Unrealized +5.6%
EFA ISHARES 0.2%
Value ($000) $2,316 Shares 33,881 Est. Cost $61.87 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $2,251 Shares 42,821 Est. Cost $30.97 Unrealized +17.2%
GOOGLE INC 0.2%
Value ($000) $2,247 Shares 3,896 Est. Cost $576.75 Unrealized
CIGNA CORPORATION 0.2%
Value ($000) $2,198 Shares 23,900 Est. Cost $83.72 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $2,193 Shares 21,773 Est. Cost $70.63 Unrealized +5.9%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,032 Shares 15,567 Est. Cost $71.85 Unrealized +5.7%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $2,011 Shares 89,166 Est. Cost $12.22 Unrealized +43.9%
EBAY EBAY INC 0.2%
Value ($000) $1,901 Shares 37,895 Est. Cost $19.94 Unrealized -2.8%
WU WESTERN UN CO 0.2%
Value ($000) $1,791 Shares 103,297 Est. Cost $17.13 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $1,615 Shares 28,023 Est. Cost $52.80 Unrealized
RAYTHEON CO 0.1%
Value ($000) $1,519 Shares 16,468 Est. Cost $66.44 Unrealized
FLEXSHARES TR 0.1%
Value ($000) $1,408 Shares 37,678 Est. Cost $36.59 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,340 Shares 25,800 Est. Cost $48.54 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,283 Shares 13,525 Est. Cost $74.42 Unrealized +2.6%
SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $1,223 Shares 4,693 Est. Cost $243.24 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1,218 Shares 10,950 Est. Cost $67.72 Unrealized +6.0%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $1,171 Shares 14,218 Est. Cost $63.79 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $1,171 Shares 16,190 Est. Cost $30.52 Unrealized +7.1%
GIS GENERAL MLS INC 0.1%
Value ($000) $1,144 Shares 21,775 Est. Cost $31.98 Unrealized +11.9%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,033 Shares 21,300 Est. Cost $29.12 Unrealized +15.0%
BA BOEING CO 0.1%
Value ($000) $1,002 Shares 7,875 Est. Cost $111.75 Unrealized +0.7%
ORACLE CORP 0.1%
Value ($000) $949 Shares 23,389 Est. Cost $39.37 Unrealized
DHR DANAHER CORP DEL 0.1%
Value ($000) $917 Shares 11,646 Est. Cost $31.10 Unrealized 0.0%
KINDER MORGAN ENERGY PARTNER 0.1%
Value ($000) $894 Shares 10,875 Est. Cost $82.51 Unrealized
MCGRAW HILL FINL INC 0.1%
Value ($000) $864 Shares 10,400 Est. Cost $53.19 Unrealized
DIAGEO PLC 0.1%
Value ($000) $759 Shares 5,964 Est. Cost $121.97 Unrealized
BP BP PLC 0.1%
Value ($000) $723 Shares 13,702 Est. Cost $48.09 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $694 Shares 7,934 Est. Cost $61.28 Unrealized +6.8%
AMGN AMGEN INC 0.1%
Value ($000) $689 Shares 5,820 Est. Cost $82.07 Unrealized +1.6%
VISA INC 0.1%
Value ($000) $674 Shares 3,201 Est. Cost $210.56 Unrealized
COSTCO WHSL CORP NEW 0.1%
Value ($000) $667 Shares 5,790 Est. Cost $112.12 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $631 Shares 9,642 Est. Cost $52.49 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $599 Shares 6,000 Est. Cost $71.93 Unrealized +4.0%
HD HOME DEPOT INC 0.1%
Value ($000) $596 Shares 7,356 Est. Cost $59.31 Unrealized +1.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $538 Shares 12,488 Est. Cost $39.40 Unrealized
DOMINION RES INC VA NEW 0.0%
Value ($000) $498 Shares 6,970 Est. Cost $56.77 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $489 Shares 5,699 Est. Cost $66.09 Unrealized +11.1%
HOSPIRA INC 0.0%
Value ($000) $485 Shares 9,436 Est. Cost $43.24 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $411 Shares 5,938 Est. Cost $69.22 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $362 Shares 7,400 Est. Cost $43.21 Unrealized 0.0%
COMCAST CORP NEW 0.0%
Value ($000) $354 Shares 6,600 Est. Cost $53.64 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $353 Shares 4,569 Est. Cost $28.87 Unrealized 0.0%
BDX BECTON DICKINSON 0.0%
Value ($000) $351 Shares 2,965 Est. Cost $80.07 Unrealized +18.3%
WWD WOODWARD, INC 0.0%
Value ($000) $337 Shares 6,720 Est. Cost $39.69 Unrealized +6.1%
ROST ROSS STORES INC 0.0%
Value ($000) $331 Shares 5,000 Est. Cost $30.61 Unrealized 0.0%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $322 Shares 7,000 Est. Cost $46.43 Unrealized
TECO ENERGY INC 0.0%
Value ($000) $321 Shares 17,400 Est. Cost $17.18 Unrealized
EATON CORP PLC 0.0%
Value ($000) $318 Shares 4,119 Est. Cost $77.20 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $307 Shares 2,979 Est. Cost $76.02 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $304 Shares 3,600 Est. Cost $49.85 Unrealized -3.2%
GOOGLE INC 0.0%
Value ($000) $302 Shares 516 Est. Cost $1122.54 Unrealized
MACY'S INC 0.0%
Value ($000) $290 Shares 5,000 Est. Cost $48.00 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $286 Shares 4,500 Est. Cost $12.89 Unrealized +2.4%
CREE INC 0.0%
Value ($000) $286 Shares 5,720 Est. Cost $63.73 Unrealized
BIOGEN IDEC INC 0.0%
Value ($000) $284 Shares 900 Est. Cost $215.00 Unrealized
TARGET CORP 0.0%
Value ($000) $284 Shares 4,900 Est. Cost $60.61 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $269 Shares 1,300 Est. Cost $53.48 Unrealized +11.9%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $262 Shares 3,341 Est. Cost $62.26 Unrealized
ABRAXAS PETE CORP 0.0%
Value ($000) $250 Shares 40,000 Est. Cost $2.10 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $243 Shares 5,800 Est. Cost $38.45 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $242 Shares 5,050 Est. Cost $37.84 Unrealized 0.0%
EATON VANCE CORP 0.0%
Value ($000) $237 Shares 6,260 Est. Cost $37.52 Unrealized
DOW CHEM CO 0.0%
Value ($000) $231 Shares 4,486 Est. Cost $48.60 Unrealized
CONOCOPHILLIPS 0.0%
Value ($000) $219 Shares 2,555 Est. Cost $85.71 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $216 Shares 3,100 Est. Cost $29.35 Unrealized 0.0%
EPP ISHARES 0.0%
Value ($000) $211 Shares 4,285 Est. Cost $42.88 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $208 Shares 992 Est. Cost $80.93 Unrealized 0.0%
RY ROYAL BK CDA MONTREAL QUE 0.0%
Value ($000) $204 Shares 2,852 Est. Cost $67.82 Unrealized 0.0%