NICHOLS & PRATT ADVISERS LLP /MA Diversified Active

CIK: 0001141781 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 11, 2015

Total Value ($000): $1,131,983 (100.0% shares, 0.0% debt)

Holdings (120)

JNJ JOHNSON & JOHNSON 7.3%
Value ($000) $82,878 Shares 792,583 Est. Cost $59.66 Unrealized +29.6%
PG PROCTER & GAMBLE CO 6.1%
Value ($000) $69,423 Shares 762,547 Est. Cost $55.02 Unrealized +17.4%
EXXON MOBIL CORP 5.4%
Value ($000) $61,434 Shares 664,340 Est. Cost $97.68 Unrealized
GENERAL ELECTRIC CORP 5.3%
Value ($000) $59,487 Shares 2,355,018 Est. Cost $23.28 Unrealized
PEP PEPSICO INC 4.1%
Value ($000) $46,638 Shares 493,250 Est. Cost $56.01 Unrealized +22.5%
KO COCA COLA CO 3.9%
Value ($000) $44,267 Shares 1,048,664 Est. Cost $27.83 Unrealized +8.0%
ADP AUTOMATIC DATA PROCESSING INC 3.9%
Value ($000) $43,914 Shares 526,770 Est. Cost $45.09 Unrealized +40.9%
NOVARTIS AG 3.5%
Value ($000) $39,771 Shares 429,338 Est. Cost $72.14 Unrealized
MERCK & CO INC NEW 3.5%
Value ($000) $39,546 Shares 695,991 Est. Cost $46.44 Unrealized
EMR EMERSON ELE CO 3.3%
Value ($000) $37,298 Shares 604,178 Est. Cost $40.02 Unrealized +16.0%
CL COLGATE PALMOLIVE CO 2.7%
Value ($000) $30,468 Shares 440,439 Est. Cost $44.38 Unrealized +17.6%
UNITED TECHNOLOGIES CORP 2.3%
Value ($000) $26,414 Shares 229,677 Est. Cost $93.58 Unrealized
KINDER MORGAN INC DEL 2.3%
Value ($000) $25,510 Shares 602,279 Est. Cost $33.50 Unrealized
SYY SYSCO CORP 2.1%
Value ($000) $23,948 Shares 603,311 Est. Cost $24.40 Unrealized +18.2%
SLB SCHLUMBERGER LTD 2.1%
Value ($000) $23,524 Shares 275,361 Est. Cost $53.99 Unrealized +24.7%
FISV FISERV INC 2.0%
Value ($000) $22,448 Shares 316,504 Est. Cost $24.39 Unrealized +40.4%
AAPL APPLE INC 2.0%
Value ($000) $22,258 Shares 201,835 Est. Cost $17.94 Unrealized +34.2%
ABT ABBOTT LABS 2.0%
Value ($000) $22,175 Shares 492,642 Est. Cost $29.15 Unrealized +21.1%
STT STATE STREET CORP 1.8%
Value ($000) $20,188 Shares 257,191 Est. Cost $44.71 Unrealized +23.3%
PRAXAIR INC 1.8%
Value ($000) $20,137 Shares 155,395 Est. Cost $129.29 Unrealized
INTC INTEL CORP 1.7%
Value ($000) $19,407 Shares 534,636 Est. Cost $17.18 Unrealized +55.0%
SIGMA ALDRICH CORP 1.6%
Value ($000) $18,590 Shares 135,426 Est. Cost $81.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $18,351 Shares 122,217 Est. Cost $110.21 Unrealized +31.0%
NTRS NORTHERN TR CORP 1.5%
Value ($000) $17,237 Shares 255,679 Est. Cost $40.35 Unrealized +22.9%
CISCO SYS INC 1.4%
Value ($000) $15,974 Shares 574,591 Est. Cost $24.34 Unrealized
CAT CATERPILLAR INC 1.4%
Value ($000) $15,848 Shares 173,138 Est. Cost $62.10 Unrealized +18.1%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $15,652 Shares 205,805 Est. Cost $76.05 Unrealized
QCOM QUALCOMM INC 1.3%
Value ($000) $14,885 Shares 200,265 Est. Cost $45.88 Unrealized +16.3%
JOHNSON CTLS INC 1.1%
Value ($000) $12,361 Shares 255,710 Est. Cost $36.16 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.1%
Value ($000) $12,116 Shares 271,599 Est. Cost $31.77 Unrealized +17.0%
BHP BHP BILLITON LTD 1.0%
Value ($000) $11,806 Shares 249,395 Est. Cost $58.30 Unrealized
E M C CORP MASS 1.0%
Value ($000) $11,117 Shares 373,685 Est. Cost $23.70 Unrealized
MONSANTO CO NEW 0.9%
Value ($000) $10,717 Shares 89,684 Est. Cost $100.68 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $10,711 Shares 230,326 Est. Cost $26.98 Unrealized +47.8%
UNILEVER PLC 0.9%
Value ($000) $10,466 Shares 259,136 Est. Cost $40.59 Unrealized
3M CO 0.8%
Value ($000) $9,150 Shares 55,681 Est. Cost $109.35 Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $8,851 Shares 91,949 Est. Cost $44.36 Unrealized +45.3%
LINEAR TECHNOLOGY CORP 0.7%
Value ($000) $8,170 Shares 179,169 Est. Cost $36.84 Unrealized
SYK STRYKER CORP 0.6%
Value ($000) $7,085 Shares 75,165 Est. Cost $58.15 Unrealized +33.9%
AT&T INC 0.6%
Value ($000) $7,001 Shares 208,364 Est. Cost $35.39 Unrealized
MEDTRONIC INC 0.6%
Value ($000) $6,656 Shares 92,269 Est. Cost $52.13 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $5,617 Shares 114,376 Est. Cost $26.64 Unrealized +10.7%
VERIZON COMMUNICATIONS 0.5%
Value ($000) $5,465 Shares 116,825 Est. Cost $50.09 Unrealized
WMT WAL-MART STORES INC 0.5%
Value ($000) $5,201 Shares 60,559 Est. Cost $19.99 Unrealized +9.2%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $4,766 Shares 50,488 Est. Cost $55.85 Unrealized +28.6%
GOOGLE INC 0.4%
Value ($000) $4,690 Shares 8,916 Est. Cost $569.33 Unrealized
NVO NOVO-NORDISK A S 0.4%
Value ($000) $4,571 Shares 107,940 Est. Cost $45.92 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $3,809 Shares 122,278 Est. Cost $16.93 Unrealized +6.1%
FAST FASTENAL CO 0.3%
Value ($000) $3,664 Shares 77,076 Est. Cost $8.83 Unrealized -5.5%
INTU INTUIT 0.3%
Value ($000) $3,518 Shares 38,155 Est. Cost $56.80 Unrealized +43.1%
ABBVIE INC 0.3%
Value ($000) $3,491 Shares 53,355 Est. Cost $42.47 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $3,249 Shares 82,895 Est. Cost $38.97 Unrealized
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $2,975 Shares 20,629 Est. Cost $79.46 Unrealized +21.1%
CDK GLOBAL HOLDINGS LLC 0.3%
Value ($000) $2,857 Shares 70,164 Est. Cost $40.72 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2,532 Shares 15,781 Est. Cost $112.05 Unrealized -10.3%
CIGNA CORPORATION 0.2%
Value ($000) $2,408 Shares 23,400 Est. Cost $83.72 Unrealized
WFC WELLS FARGO & CO 0.2%
Value ($000) $2,348 Shares 42,826 Est. Cost $30.97 Unrealized +25.2%
EBAY EBAY INC 0.2%
Value ($000) $2,204 Shares 39,260 Est. Cost $19.93 Unrealized +1.3%
EFA ISHARES TR 0.2%
Value ($000) $1,963 Shares 32,256 Est. Cost $61.87 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $1,950 Shares 26,615 Est. Cost $31.68 Unrealized +1.9%
IWM ISHARES TR 0.2%
Value ($000) $1,935 Shares 16,175 Est. Cost $97.34 Unrealized
JPMORGAN CHASE & CO 0.2%
Value ($000) $1,725 Shares 27,563 Est. Cost $52.80 Unrealized
RAYTHEON CO 0.1%
Value ($000) $1,677 Shares 15,500 Est. Cost $66.44 Unrealized
WU WESTERN UNION CO 0.1%
Value ($000) $1,673 Shares 93,397 Est. Cost $17.13 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,662 Shares 17,742 Est. Cost $70.63 Unrealized -0.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,576 Shares 14,054 Est. Cost $71.85 Unrealized -1.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,279 Shares 13,750 Est. Cost $74.46 Unrealized +2.6%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1,265 Shares 10,950 Est. Cost $67.72 Unrealized +12.4%
SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $1,239 Shares 4,693 Est. Cost $243.24 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $1,210 Shares 25,800 Est. Cost $48.54 Unrealized -0.6%
FLEXSHARES TR 0.1%
Value ($000) $1,154 Shares 37,678 Est. Cost $36.59 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,044 Shares 17,681 Est. Cost $29.12 Unrealized +33.6%
ORACLE CORP 0.1%
Value ($000) $1,036 Shares 23,094 Est. Cost $39.37 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $969 Shares 18,185 Est. Cost $31.98 Unrealized +10.2%
DHR DANAHER CORP 0.1%
Value ($000) $917 Shares 10,704 Est. Cost $31.10 Unrealized +5.9%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $905 Shares 13,518 Est. Cost $63.79 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $899 Shares 5,645 Est. Cost $82.07 Unrealized +38.0%
MCGRAW HILL FINL INC 0.1%
Value ($000) $881 Shares 9,900 Est. Cost $53.19 Unrealized
VISA INC 0.1%
Value ($000) $869 Shares 3,311 Est. Cost $210.66 Unrealized
COSTCO WHSL CORP NEW 0.1%
Value ($000) $821 Shares 5,790 Est. Cost $112.12 Unrealized
ABBNY ABB LTD 0.1%
Value ($000) $814 Shares 39,390 Est. Cost $25.79 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $752 Shares 7,934 Est. Cost $61.28 Unrealized +14.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $742 Shares 29,766 Est. Cost $12.22 Unrealized +60.9%
UNP UNION PAC CORP 0.1%
Value ($000) $741 Shares 6,218 Est. Cost $72.20 Unrealized +23.9%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $713 Shares 9,642 Est. Cost $52.49 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $641 Shares 6,106 Est. Cost $59.31 Unrealized +26.1%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $609 Shares 8,205 Est. Cost $28.35 Unrealized +2.1%
HOSPIRA INC 0.1%
Value ($000) $578 Shares 9,436 Est. Cost $43.24 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $532 Shares 5,644 Est. Cost $66.09 Unrealized +23.0%
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $511 Shares 6,033 Est. Cost $69.24 Unrealized
DOMINION RESOURCES INC 0.0%
Value ($000) $494 Shares 6,420 Est. Cost $56.77 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $494 Shares 12,360 Est. Cost $39.40 Unrealized
GLW CORNING INC 0.0%
Value ($000) $493 Shares 21,500 Est. Cost $15.47 Unrealized -1.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $413 Shares 2,965 Est. Cost $80.07 Unrealized +34.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $390 Shares 7,400 Est. Cost $43.21 Unrealized +2.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $377 Shares 4,599 Est. Cost $28.87 Unrealized +8.3%
DIAGEO P L C 0.0%
Value ($000) $367 Shares 3,222 Est. Cost $121.97 Unrealized
TARGET CORP 0.0%
Value ($000) $361 Shares 4,750 Est. Cost $60.61 Unrealized
TECO ENERGY INC 0.0%
Value ($000) $357 Shares 17,400 Est. Cost $17.18 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $348 Shares 5,050 Est. Cost $37.84 Unrealized +29.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $342 Shares 1,300 Est. Cost $53.48 Unrealized +32.7%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $334 Shares 3,044 Est. Cost $76.16 Unrealized +12.7%
WWD WOODWARD, INC 0.0%
Value ($000) $331 Shares 6,720 Est. Cost $39.69 Unrealized +15.7%
MACYS INC 0.0%
Value ($000) $329 Shares 5,000 Est. Cost $48.00 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $329 Shares 4,200 Est. Cost $12.89 Unrealized +24.2%
BIOGEN IDEC INC 0.0%
Value ($000) $306 Shares 900 Est. Cost $215.00 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $303 Shares 7,000 Est. Cost $46.43 Unrealized
EATON CORP PLC 0.0%
Value ($000) $288 Shares 4,231 Est. Cost $76.84 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $286 Shares 5,800 Est. Cost $38.45 Unrealized
GOOGLE INC 0.0%
Value ($000) $280 Shares 528 Est. Cost $1115.40 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $277 Shares 3,400 Est. Cost $49.85 Unrealized -1.3%
EATON VANCE CORP 0.0%
Value ($000) $257 Shares 6,260 Est. Cost $37.52 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $244 Shares 3,100 Est. Cost $29.35 Unrealized +8.4%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $241 Shares 6,682 Est. Cost $51.26 Unrealized
BA BOEING CO 0.0%
Value ($000) $230 Shares 1,770 Est. Cost $111.75 Unrealized -1.0%
PPG PPG INDS INC 0.0%
Value ($000) $229 Shares 992 Est. Cost $85.21 Unrealized 0.0%
INDB INDEPENDENT BK CORP MA 0.0%
Value ($000) $214 Shares 5,000 Est. Cost $28.97 Unrealized 0.0%
WEINGARTEN REALTY INVESTORS REIT 0.0%
Value ($000) $205 Shares 5,880 Est. Cost $34.86 Unrealized
DOW CHEM CO 0.0%
Value ($000) $205 Shares 4,486 Est. Cost $48.60 Unrealized
ABRAXAS PETE CORP 0.0%
Value ($000) $135 Shares 46,000 Est. Cost $2.52 Unrealized