NICHOLS & PRATT ADVISERS LLP /MA Diversified Active

CIK: 0001141781 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 4, 2015

Total Value ($000): $1,075,758 (100.0% shares, 0.0% debt)

Holdings (117)

JNJ JOHNSON & JOHNSON 7.2%
Value ($000) $77,159 Shares 791,190 Est. Cost $59.66 Unrealized +24.9%
GENERAL ELECTRIC CORP 5.8%
Value ($000) $61,982 Shares 2,332,370 Est. Cost $23.28 Unrealized
PG PROCTER & GAMBLE CO 5.5%
Value ($000) $58,837 Shares 750,916 Est. Cost $55.02 Unrealized +9.0%
EXXON MOBIL CORP 5.0%
Value ($000) $53,983 Shares 649,226 Est. Cost $97.68 Unrealized
PEP PEPSICO INC 4.2%
Value ($000) $45,424 Shares 486,230 Est. Cost $56.01 Unrealized +23.7%
NOVARTIS AG SPONSORED ADR 3.9%
Value ($000) $42,137 Shares 428,428 Est. Cost $72.14 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 3.9%
Value ($000) $41,933 Shares 522,441 Est. Cost $45.09 Unrealized +49.9%
KO COCA COLA CO 3.8%
Value ($000) $40,662 Shares 1,035,924 Est. Cost $27.83 Unrealized +4.4%
MERCK & CO INC 3.7%
Value ($000) $39,641 Shares 695,713 Est. Cost $46.44 Unrealized
EMR EMERSON ELE CO 3.1%
Value ($000) $33,375 Shares 602,088 Est. Cost $40.02 Unrealized +10.5%
CL COLGATE PALMOLIVE CO 2.7%
Value ($000) $28,668 Shares 437,826 Est. Cost $44.38 Unrealized +19.4%
UNITED TECHNOLOGIES CORP 2.4%
Value ($000) $25,494 Shares 229,836 Est. Cost $93.58 Unrealized
FISV FISERV INC 2.4%
Value ($000) $25,422 Shares 306,269 Est. Cost $24.39 Unrealized +64.9%
AAPL APPLE INC 2.3%
Value ($000) $25,250 Shares 201,128 Est. Cost $17.94 Unrealized +59.1%
SLB SCHLUMBERGER LTD 2.3%
Value ($000) $24,628 Shares 286,145 Est. Cost $54.32 Unrealized +22.9%
KINDER MORGAN INC DEL 2.2%
Value ($000) $23,306 Shares 607,659 Est. Cost $33.57 Unrealized
SYY SYSCO CORP 1.9%
Value ($000) $19,906 Shares 551,451 Est. Cost $24.40 Unrealized +15.9%
STT STATE STREET CORP 1.8%
Value ($000) $19,502 Shares 253,211 Est. Cost $44.71 Unrealized +28.9%
ABT ABBOTT LABS 1.8%
Value ($000) $19,484 Shares 396,658 Est. Cost $29.15 Unrealized +34.9%
PRAXAIR INC 1.7%
Value ($000) $18,487 Shares 154,670 Est. Cost $129.29 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.6%
Value ($000) $16,976 Shares 201,043 Est. Cost $76.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 1.5%
Value ($000) $16,526 Shares 121,417 Est. Cost $110.21 Unrealized +29.4%
CISCO SYSTEMS INC 1.4%
Value ($000) $15,544 Shares 566,239 Est. Cost $24.34 Unrealized
CAT CATERPILLAR INC 1.4%
Value ($000) $15,439 Shares 182,023 Est. Cost $62.15 Unrealized +6.0%
INTC INTEL CORP 1.4%
Value ($000) $15,219 Shares 500,911 Est. Cost $17.18 Unrealized +46.1%
NTRS NORTHERN TR CORP 1.4%
Value ($000) $14,907 Shares 194,754 Est. Cost $40.35 Unrealized +39.0%
QCOM QUALCOMM INC 1.2%
Value ($000) $12,848 Shares 205,035 Est. Cost $45.98 Unrealized +9.4%
JOHNSON CTLS INC 1.2%
Value ($000) $12,818 Shares 258,808 Est. Cost $36.16 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.2%
Value ($000) $12,394 Shares 268,832 Est. Cost $31.77 Unrealized +29.1%
CVS CVS HEALTH CORP 1.2%
Value ($000) $12,388 Shares 118,055 Est. Cost $51.17 Unrealized +47.1%
UNILEVER PLC 1.0%
Value ($000) $11,152 Shares 259,153 Est. Cost $40.59 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $10,139 Shares 229,384 Est. Cost $26.98 Unrealized +45.7%
MONSANTO CO NEW 0.9%
Value ($000) $10,124 Shares 94,869 Est. Cost $101.01 Unrealized
E M C CORP MASS 0.9%
Value ($000) $9,668 Shares 366,285 Est. Cost $23.70 Unrealized
BHP BHP BILLITON LTD 0.8%
Value ($000) $8,730 Shares 214,439 Est. Cost $58.08 Unrealized
FAST FASTENAL CO 0.8%
Value ($000) $8,623 Shares 204,441 Est. Cost $8.29 Unrealized -4.3%
3M CO 0.8%
Value ($000) $8,573 Shares 55,558 Est. Cost $109.35 Unrealized
GOOGLE INC 0.7%
Value ($000) $7,742 Shares 14,867 Est. Cost $554.52 Unrealized
LINEAR TECHNOLOGY CORP 0.7%
Value ($000) $7,639 Shares 172,709 Est. Cost $36.84 Unrealized
AT&T INC 0.7%
Value ($000) $7,226 Shares 203,439 Est. Cost $35.39 Unrealized
MEDTRONIC PLC 0.7%
Value ($000) $7,208 Shares 97,274 Est. Cost $77.83 Unrealized
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $7,186 Shares 61,478 Est. Cost $58.92 Unrealized +28.9%
SYK STRYKER CORP 0.7%
Value ($000) $7,036 Shares 73,540 Est. Cost $58.15 Unrealized +44.1%
NVO NOVO-NORDISK AS 0.6%
Value ($000) $6,339 Shares 115,542 Est. Cost $46.47 Unrealized
VERIZON COMMUNICATIONS 0.5%
Value ($000) $5,700 Shares 122,278 Est. Cost $49.96 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $5,088 Shares 121,428 Est. Cost $26.70 Unrealized +4.1%
MASTERCARD INC 0.5%
Value ($000) $5,079 Shares 54,335 Est. Cost $93.48 Unrealized
WMT WAL-MART STORES INC 0.4%
Value ($000) $4,537 Shares 63,969 Est. Cost $20.24 Unrealized +3.2%
INTU INTUIT INC 0.4%
Value ($000) $4,487 Shares 44,505 Est. Cost $61.42 Unrealized +52.7%
PFE PFIZER INC 0.4%
Value ($000) $4,039 Shares 120,476 Est. Cost $16.93 Unrealized +22.7%
IWM ISHARES TR 0.4%
Value ($000) $3,817 Shares 30,565 Est. Cost $110.31 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $3,087 Shares 77,920 Est. Cost $38.97 Unrealized
WFC WELLS FARGO & CO 0.2%
Value ($000) $2,408 Shares 42,826 Est. Cost $30.97 Unrealized +33.6%
EBAY EBAY INC 0.2%
Value ($000) $2,379 Shares 39,460 Est. Cost $19.93 Unrealized +11.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2,188 Shares 13,453 Est. Cost $112.05 Unrealized -8.1%
EFA ISHARES TR 0.2%
Value ($000) $1,999 Shares 31,481 Est. Cost $61.87 Unrealized
CIGNA CORP 0.2%
Value ($000) $1,920 Shares 11,850 Est. Cost $83.72 Unrealized
ABBVIE INC 0.2%
Value ($000) $1,867 Shares 27,785 Est. Cost $42.47 Unrealized
JPMORGAN CHASE & CO 0.2%
Value ($000) $1,828 Shares 26,978 Est. Cost $52.80 Unrealized
WU WESTERN UNION CO 0.1%
Value ($000) $1,520 Shares 74,747 Est. Cost $17.13 Unrealized
RAYTHEON CO 0.1%
Value ($000) $1,483 Shares 15,500 Est. Cost $66.44 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $1,464 Shares 20,935 Est. Cost $31.68 Unrealized -0.6%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $1,452 Shares 17,935 Est. Cost $29.49 Unrealized +7.8%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $1,438 Shares 10,506 Est. Cost $79.46 Unrealized +32.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,375 Shares 14,254 Est. Cost $71.77 Unrealized -7.4%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,176 Shares 17,681 Est. Cost $29.12 Unrealized +58.0%
DHR DANAHER CORP 0.1%
Value ($000) $1,152 Shares 13,454 Est. Cost $31.87 Unrealized +9.4%
FLEXSHARES GLOBAL UPSTREAM N 0.1%
Value ($000) $1,121 Shares 37,678 Est. Cost $36.59 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $1,099 Shares 25,800 Est. Cost $48.54 Unrealized -7.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,070 Shares 11,252 Est. Cost $70.63 Unrealized +5.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $997 Shares 17,885 Est. Cost $31.98 Unrealized +21.3%
MCGRAW HILL FINL INC 0.1%
Value ($000) $939 Shares 9,352 Est. Cost $53.19 Unrealized
ORACLE CORP 0.1%
Value ($000) $930 Shares 23,094 Est. Cost $39.37 Unrealized
VISA INC 0.1%
Value ($000) $889 Shares 13,244 Est. Cost $101.76 Unrealized
DIAGEO P L C 0.1%
Value ($000) $879 Shares 7,572 Est. Cost $118.59 Unrealized
AMGN AMGEN, INC 0.1%
Value ($000) $866 Shares 5,645 Est. Cost $82.07 Unrealized +43.3%
COSTCO WHSL CORP NEW 0.1%
Value ($000) $863 Shares 6,390 Est. Cost $114.28 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $757 Shares 8,249 Est. Cost $61.76 Unrealized +19.8%
ROYAL DUTCH SHELL SPONS ADR 0.1%
Value ($000) $754 Shares 13,218 Est. Cost $63.79 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $746 Shares 7,818 Est. Cost $74.20 Unrealized +10.5%
TARGET CORP 0.1%
Value ($000) $745 Shares 9,125 Est. Cost $70.70 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $679 Shares 6,106 Est. Cost $59.31 Unrealized +46.8%
COMCAST CORP NEW 0.1%
Value ($000) $655 Shares 10,885 Est. Cost $60.17 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $655 Shares 6,850 Est. Cost $67.69 Unrealized 0.0%
ANADARKO PETE CORP 0.1%
Value ($000) $648 Shares 8,300 Est. Cost $78.07 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.1%
Value ($000) $626 Shares 10,250 Est. Cost $46.67 Unrealized +19.2%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $603 Shares 9,442 Est. Cost $52.49 Unrealized
ADOBE SYS INC 0.1%
Value ($000) $600 Shares 7,405 Est. Cost $81.03 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $579 Shares 10,798 Est. Cost $35.79 Unrealized +14.3%
GLW CORNING INC 0.1%
Value ($000) $565 Shares 28,600 Est. Cost $15.75 Unrealized +2.3%
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $537 Shares 6,033 Est. Cost $69.24 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $519 Shares 4,545 Est. Cost $66.09 Unrealized +51.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $513 Shares 12,560 Est. Cost $39.43 Unrealized
DOMINION RESOURCES INC 0.0%
Value ($000) $429 Shares 6,420 Est. Cost $56.77 Unrealized
SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $373 Shares 1,365 Est. Cost $243.24 Unrealized
WWD WOODWARD, INC 0.0%
Value ($000) $370 Shares 6,720 Est. Cost $39.69 Unrealized +20.3%
MACY'S INC 0.0%
Value ($000) $337 Shares 5,000 Est. Cost $48.00 Unrealized
BIOGEN IDEC INC. 0.0%
Value ($000) $323 Shares 800 Est. Cost $215.00 Unrealized
TECO ENERGY INC 0.0%
Value ($000) $307 Shares 17,400 Est. Cost $17.18 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $305 Shares 4,550 Est. Cost $37.84 Unrealized +55.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $303 Shares 1,100 Est. Cost $53.48 Unrealized +60.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $302 Shares 2,850 Est. Cost $67.72 Unrealized +12.0%
GOOGLE INC-CL A 0.0%
Value ($000) $288 Shares 535 Est. Cost $1107.85 Unrealized
EATON CORP PLC 0.0%
Value ($000) $286 Shares 4,231 Est. Cost $76.84 Unrealized
ALTRIA GROUP 0.0%
Value ($000) $284 Shares 5,800 Est. Cost $48.97 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $280 Shares 7,000 Est. Cost $46.43 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $273 Shares 3,400 Est. Cost $49.85 Unrealized -3.1%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $266 Shares 3,044 Est. Cost $76.16 Unrealized +1.7%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $252 Shares 3,100 Est. Cost $29.35 Unrealized +24.0%
BA BOEING CO 0.0%
Value ($000) $245 Shares 1,770 Est. Cost $111.75 Unrealized +15.3%
INDB INDEPENDENT BK CORP MA 0.0%
Value ($000) $234 Shares 5,000 Est. Cost $28.97 Unrealized +13.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $233 Shares 3,000 Est. Cost $74.46 Unrealized -8.6%
DOW CHEM CO 0.0%
Value ($000) $230 Shares 4,486 Est. Cost $48.60 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $228 Shares 1,984 Est. Cost $89.80 Unrealized +5.1%
EATON VANCE CORP 0.0%
Value ($000) $225 Shares 5,760 Est. Cost $37.52 Unrealized
BDX BECTON DICKINSON 0.0%
Value ($000) $208 Shares 1,465 Est. Cost $80.07 Unrealized +46.6%
ABRAXAS PETROLEUM CORP 0.0%
Value ($000) $136 Shares 46,000 Est. Cost $2.52 Unrealized