NICHOLS & PRATT ADVISERS LLP /MA Diversified Active

CIK: 0001141781 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 5, 2015

Total Value ($000): $996,826 (100.0% shares, 0.0% debt)

Holdings (118)

JNJ JOHNSON & JOHNSON 7.4%
Value ($000) $73,567 Shares 788,162 Est. Cost $59.66 Unrealized +21.5%
GENERAL ELECTRIC CORP 5.9%
Value ($000) $58,342 Shares 2,313,449 Est. Cost $23.28 Unrealized
PG PROCTER & GAMBLE CO 5.4%
Value ($000) $54,012 Shares 750,788 Est. Cost $55.02 Unrealized +2.4%
EXXON MOBIL CORP 5.0%
Value ($000) $50,101 Shares 674,011 Est. Cost $96.82 Unrealized
PEP PEPSICO INC 4.6%
Value ($000) $45,774 Shares 485,564 Est. Cost $56.01 Unrealized +24.1%
ADP AUTOMATIC DATA PROCESSING INC 4.2%
Value ($000) $41,681 Shares 518,502 Est. Cost $45.09 Unrealized +41.7%
KO COCA COLA CO 4.1%
Value ($000) $41,229 Shares 1,028,310 Est. Cost $27.83 Unrealized +3.6%
NOVARTIS AG SPONSORED ADR 3.9%
Value ($000) $39,252 Shares 427,031 Est. Cost $72.14 Unrealized
MERCK & CO INC 3.5%
Value ($000) $34,881 Shares 706,258 Est. Cost $46.49 Unrealized
CL COLGATE PALMOLIVE CO 2.8%
Value ($000) $27,749 Shares 437,109 Est. Cost $44.38 Unrealized +15.6%
EMR EMERSON ELEC CO 2.6%
Value ($000) $26,364 Shares 598,120 Est. Cost $40.02 Unrealized -6.7%
FISV FISERV INC 2.6%
Value ($000) $25,486 Shares 293,829 Est. Cost $24.39 Unrealized +77.4%
AAPL APPLE INC 2.3%
Value ($000) $22,535 Shares 204,441 Est. Cost $18.08 Unrealized +45.4%
SLB SCHLUMBERGER LTD 2.1%
Value ($000) $20,526 Shares 297,991 Est. Cost $54.50 Unrealized +8.1%
UNITED TECHNOLOGIES CORP 2.1%
Value ($000) $20,499 Shares 230,471 Est. Cost $93.58 Unrealized
SYY SYSCO CORP 2.0%
Value ($000) $20,301 Shares 520,959 Est. Cost $24.40 Unrealized +19.1%
KINDER MORGAN INC DEL 1.7%
Value ($000) $17,119 Shares 617,518 Est. Cost $33.47 Unrealized
STT STATE STREET CORP 1.7%
Value ($000) $16,752 Shares 249,272 Est. Cost $44.71 Unrealized +23.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $16,417 Shares 125,897 Est. Cost $111.16 Unrealized +23.2%
PRAXAIR INC 1.6%
Value ($000) $16,218 Shares 159,265 Est. Cost $128.49 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.6%
Value ($000) $16,213 Shares 195,105 Est. Cost $76.05 Unrealized
CVS CVS HEALTH CORP 1.5%
Value ($000) $15,091 Shares 156,330 Est. Cost $57.69 Unrealized +34.9%
CISCO SYSTEMS INC 1.5%
Value ($000) $14,772 Shares 563,558 Est. Cost $24.34 Unrealized
INTC INTEL CORP 1.5%
Value ($000) $14,499 Shares 481,407 Est. Cost $17.18 Unrealized +31.7%
CAT CATERPILLAR INC 1.2%
Value ($000) $12,343 Shares 188,860 Est. Cost $62.04 Unrealized -4.7%
FAST FASTENAL CO 1.2%
Value ($000) $11,653 Shares 319,301 Est. Cost $8.02 Unrealized -6.1%
EXPD EXPEDITORS INTL WASH INC 1.2%
Value ($000) $11,611 Shares 246,784 Est. Cost $31.77 Unrealized +30.2%
MASTERCARD INC 1.1%
Value ($000) $11,364 Shares 125,965 Est. Cost $91.62 Unrealized
QCOM QUALCOMM INC 1.1%
Value ($000) $10,815 Shares 201,521 Est. Cost $45.98 Unrealized -4.0%
JOHNSON CTLS INC 1.1%
Value ($000) $10,711 Shares 258,958 Est. Cost $36.16 Unrealized
UNILEVER PLC 1.1%
Value ($000) $10,629 Shares 260,553 Est. Cost $40.59 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $10,088 Shares 227,600 Est. Cost $26.98 Unrealized +44.3%
GOOGLE INC 1.0%
Value ($000) $9,541 Shares 15,667 Est. Cost $557.30 Unrealized
E M C CORP MASS 0.9%
Value ($000) $8,799 Shares 364,110 Est. Cost $23.70 Unrealized
3M CO 0.9%
Value ($000) $8,651 Shares 61,018 Est. Cost $112.26 Unrealized
MONSANTO CO NEW 0.8%
Value ($000) $8,434 Shares 98,762 Est. Cost $100.40 Unrealized
VERIZON COMMUNICATIONS 0.8%
Value ($000) $8,087 Shares 185,886 Est. Cost $47.75 Unrealized
GILD GILEAD SCIENCES INC 0.8%
Value ($000) $8,075 Shares 82,228 Est. Cost $63.61 Unrealized +21.8%
SO SOUTHERN CO 0.8%
Value ($000) $7,901 Shares 176,741 Est. Cost $27.21 Unrealized +4.1%
ABT ABBOTT LABS 0.7%
Value ($000) $7,290 Shares 181,005 Est. Cost $29.15 Unrealized +33.1%
NVO NOVO-NORDISK AS 0.7%
Value ($000) $7,083 Shares 130,367 Est. Cost $47.36 Unrealized
SYK STRYKER CORP 0.7%
Value ($000) $6,957 Shares 73,795 Est. Cost $58.15 Unrealized +51.2%
LINEAR TECHNOLOGY CORP 0.7%
Value ($000) $6,896 Shares 170,909 Est. Cost $36.84 Unrealized
MEDTRONIC PLC 0.7%
Value ($000) $6,504 Shares 96,725 Est. Cost $77.83 Unrealized
BHP BHP BILLITON LTD 0.6%
Value ($000) $5,991 Shares 189,529 Est. Cost $58.08 Unrealized
AT&T INC 0.4%
Value ($000) $4,353 Shares 133,628 Est. Cost $35.39 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $4,201 Shares 58,905 Est. Cost $30.34 Unrealized 0.0%
BHP BILLITON PLC 0.4%
Value ($000) $4,007 Shares 130,551 Est. Cost $30.69 Unrealized
INTU INTUIT INC 0.4%
Value ($000) $3,981 Shares 44,855 Est. Cost $61.42 Unrealized +45.6%
PFE PFIZER INC 0.4%
Value ($000) $3,744 Shares 119,199 Est. Cost $16.93 Unrealized +21.7%
IWM ISHARES TR 0.3%
Value ($000) $3,337 Shares 30,565 Est. Cost $110.31 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $3,128 Shares 54,905 Est. Cost $43.45 Unrealized +4.3%
NTRS NORTHERN TR CORP 0.3%
Value ($000) $2,918 Shares 42,811 Est. Cost $40.35 Unrealized +37.6%
WFC WELLS FARGO & CO 0.2%
Value ($000) $2,199 Shares 42,826 Est. Cost $30.97 Unrealized +32.6%
EFA ISHARES TR 0.2%
Value ($000) $1,862 Shares 32,481 Est. Cost $61.73 Unrealized
MKC MCCORMICK & CO INC 0.2%
Value ($000) $1,853 Shares 22,545 Est. Cost $30.29 Unrealized +10.2%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,844 Shares 12,723 Est. Cost $112.05 Unrealized -14.9%
RAYTHEON CO 0.2%
Value ($000) $1,694 Shares 15,500 Est. Cost $66.44 Unrealized
JPMORGAN CHASE & CO 0.2%
Value ($000) $1,644 Shares 26,978 Est. Cost $52.80 Unrealized
CIGNA CORP 0.2%
Value ($000) $1,600 Shares 11,850 Est. Cost $83.72 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $1,404 Shares 42,830 Est. Cost $38.97 Unrealized
ABBVIE INC 0.1%
Value ($000) $1,404 Shares 25,810 Est. Cost $42.47 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,340 Shares 10,506 Est. Cost $79.46 Unrealized +23.8%
WU WESTERN UNION CO 0.1%
Value ($000) $1,277 Shares 69,597 Est. Cost $17.13 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $1,241 Shares 19,144 Est. Cost $20.24 Unrealized -6.6%
PAYPAL HLDGS INC 0.1%
Value ($000) $1,160 Shares 37,270 Est. Cost $31.12 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $1,146 Shares 13,454 Est. Cost $31.87 Unrealized +13.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,045 Shares 17,651 Est. Cost $29.12 Unrealized +52.9%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $1,026 Shares 25,800 Est. Cost $48.54 Unrealized -18.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $1,004 Shares 17,885 Est. Cost $31.98 Unrealized +25.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $940 Shares 9,538 Est. Cost $70.63 Unrealized +6.7%
COSTCO WHSL CORP NEW 0.1%
Value ($000) $924 Shares 6,390 Est. Cost $114.28 Unrealized
VISA INC 0.1%
Value ($000) $923 Shares 13,244 Est. Cost $101.76 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $920 Shares 11,663 Est. Cost $71.77 Unrealized -25.0%
DIAGEO PLC 0.1%
Value ($000) $893 Shares 8,284 Est. Cost $117.66 Unrealized
FLEXSHARES GLOBAL UPSTREAM N 0.1%
Value ($000) $885 Shares 37,678 Est. Cost $36.59 Unrealized
MCGRAW HILL FINL INC 0.1%
Value ($000) $809 Shares 9,352 Est. Cost $53.19 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $781 Shares 5,645 Est. Cost $82.07 Unrealized +41.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $744 Shares 9,049 Est. Cost $62.35 Unrealized +9.6%
TARGET CORP 0.1%
Value ($000) $718 Shares 9,125 Est. Cost $70.70 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $705 Shares 6,106 Est. Cost $59.31 Unrealized +52.5%
UNP UNION PAC CORP 0.1%
Value ($000) $692 Shares 7,818 Est. Cost $74.20 Unrealized -2.7%
ORACLE CORP 0.1%
Value ($000) $645 Shares 17,849 Est. Cost $39.37 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.1%
Value ($000) $642 Shares 10,250 Est. Cost $46.67 Unrealized +19.2%
ROYAL DUTCH SHELL SPONS ADR 0.1%
Value ($000) $617 Shares 13,018 Est. Cost $63.79 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $611 Shares 6,850 Est. Cost $67.69 Unrealized -0.0%
COMCAST CORP NEW 0.1%
Value ($000) $609 Shares 10,700 Est. Cost $60.17 Unrealized
ADOBE SYS INC 0.1%
Value ($000) $609 Shares 7,405 Est. Cost $81.03 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $595 Shares 24,335 Est. Cost $19.93 Unrealized +20.1%
GLW CORNING INC 0.1%
Value ($000) $541 Shares 31,600 Est. Cost $15.55 Unrealized -12.3%
ANADARKO PETE CORP 0.1%
Value ($000) $501 Shares 8,300 Est. Cost $78.07 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $488 Shares 6,033 Est. Cost $69.24 Unrealized
BAXALTA INC 0.0%
Value ($000) $487 Shares 15,460 Est. Cost $31.50 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $458 Shares 4,480 Est. Cost $66.09 Unrealized +50.9%
TECO ENERGY INC 0.0%
Value ($000) $457 Shares 17,400 Est. Cost $17.18 Unrealized
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $455 Shares 9,442 Est. Cost $52.49 Unrealized
DOMINION RESOURCES INC 0.0%
Value ($000) $452 Shares 6,420 Est. Cost $56.77 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $389 Shares 11,760 Est. Cost $39.43 Unrealized
GOOGLE INC-CL A 0.0%
Value ($000) $354 Shares 555 Est. Cost $1090.91 Unrealized
SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $339 Shares 1,365 Est. Cost $243.24 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $337 Shares 10,245 Est. Cost $31.68 Unrealized +1.2%
ALTRIA GROUP INC 0.0%
Value ($000) $316 Shares 5,800 Est. Cost $48.97 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $314 Shares 4,550 Est. Cost $37.84 Unrealized +50.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $311 Shares 2,850 Est. Cost $67.72 Unrealized +14.3%
WWD WOODWARD INC 0.0%
Value ($000) $274 Shares 6,720 Est. Cost $39.69 Unrealized +11.1%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $270 Shares 3,400 Est. Cost $49.85 Unrealized -1.9%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $260 Shares 3,100 Est. Cost $29.35 Unrealized +27.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $245 Shares 1,100 Est. Cost $53.48 Unrealized +48.9%
BIOGEN INC 0.0%
Value ($000) $234 Shares 800 Est. Cost $215.00 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $233 Shares 3,044 Est. Cost $76.16 Unrealized -14.5%
BA BOEING CO 0.0%
Value ($000) $232 Shares 1,770 Est. Cost $111.75 Unrealized +10.4%
INDB INDEPENDENT BK CORP MA 0.0%
Value ($000) $231 Shares 5,000 Est. Cost $28.97 Unrealized +20.1%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $230 Shares 7,000 Est. Cost $46.43 Unrealized
NKE NIKE INC 0.0%
Value ($000) $225 Shares 1,827 Est. Cost $49.59 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $222 Shares 3,000 Est. Cost $74.46 Unrealized -11.0%
MACY'S INC 0.0%
Value ($000) $218 Shares 4,250 Est. Cost $48.00 Unrealized
EATON CORP PLC 0.0%
Value ($000) $217 Shares 4,231 Est. Cost $76.84 Unrealized
ABRAXAS PETE CORP 0.0%
Value ($000) $59 Shares 46,000 Est. Cost $2.52 Unrealized