NICHOLS & PRATT ADVISERS LLP /MA Diversified Active

CIK: 0001141781 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 3, 2016

Total Value ($000): $1,090,154 (100.0% shares, 0.0% debt)

Holdings (111)

JNJ JOHNSON & JOHNSON 8.3%
Value ($000) $90,540 Shares 766,445 Est. Cost $59.66 Unrealized +56.9%
GENERAL ELECTRIC CO 6.2%
Value ($000) $67,584 Shares 2,281,705 Est. Cost $23.28 Unrealized
PG PROCTER AND GAMBLE CO 6.1%
Value ($000) $66,169 Shares 737,260 Est. Cost $55.02 Unrealized +22.7%
EXXON MOBIL CORP 5.4%
Value ($000) $58,492 Shares 670,161 Est. Cost $96.82 Unrealized
PEP PEPSICO INC 4.8%
Value ($000) $52,326 Shares 481,069 Est. Cost $56.01 Unrealized +44.8%
MERCK & CO INC 4.2%
Value ($000) $45,740 Shares 732,896 Est. Cost $46.77 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 4.2%
Value ($000) $45,364 Shares 514,336 Est. Cost $45.40 Unrealized +63.2%
KO COCA COLA CO 3.7%
Value ($000) $39,958 Shares 944,177 Est. Cost $27.83 Unrealized +17.0%
NOVARTIS A G 3.1%
Value ($000) $34,112 Shares 432,011 Est. Cost $72.31 Unrealized
EMR EMERSON ELEC CO 3.0%
Value ($000) $32,355 Shares 593,561 Est. Cost $40.02 Unrealized +5.7%
CL COLGATE PALMOLIVE CO 2.9%
Value ($000) $32,079 Shares 432,679 Est. Cost $44.38 Unrealized +33.8%
FISV FISERV INC 2.5%
Value ($000) $27,296 Shares 274,414 Est. Cost $24.39 Unrealized +115.0%
AAPL APPLE INC 2.4%
Value ($000) $25,712 Shares 227,442 Est. Cost $18.54 Unrealized +30.7%
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $23,474 Shares 231,046 Est. Cost $93.58 Unrealized
SLB SCHLUMBERGER LTD 2.1%
Value ($000) $22,785 Shares 289,744 Est. Cost $54.50 Unrealized +11.3%
SYY SYSCO CORP 2.0%
Value ($000) $21,975 Shares 448,367 Est. Cost $24.40 Unrealized +64.9%
PRAXAIR INC 1.8%
Value ($000) $19,259 Shares 159,390 Est. Cost $128.49 Unrealized
CVS CVS HEALTH CORP 1.7%
Value ($000) $18,696 Shares 210,086 Est. Cost $61.53 Unrealized +15.2%
CISCO SYS INC 1.7%
Value ($000) $18,654 Shares 588,076 Est. Cost $24.56 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $18,144 Shares 125,587 Est. Cost $111.52 Unrealized +31.1%
INTC INTEL CORP 1.6%
Value ($000) $17,718 Shares 469,343 Est. Cost $17.18 Unrealized +66.6%
CAT CATERPILLAR INC 1.6%
Value ($000) $17,142 Shares 193,105 Est. Cost $61.70 Unrealized +7.0%
MASTERCARD INCORPORATED 1.6%
Value ($000) $17,079 Shares 167,825 Est. Cost $92.43 Unrealized
STT STATE STR CORP 1.5%
Value ($000) $16,494 Shares 236,883 Est. Cost $44.71 Unrealized +11.1%
WALGREENS BOOTS ALLIANCE INC 1.5%
Value ($000) $16,097 Shares 199,664 Est. Cost $76.25 Unrealized
ALPHABET INC 1.4%
Value ($000) $15,445 Shares 19,870 Est. Cost $755.96 Unrealized
FAST FASTENAL CO 1.4%
Value ($000) $15,253 Shares 365,066 Est. Cost $8.01 Unrealized +4.0%
MSFT MICROSOFT CORP 1.3%
Value ($000) $14,177 Shares 246,118 Est. Cost $28.88 Unrealized +74.2%
QCOM QUALCOMM INC 1.2%
Value ($000) $13,193 Shares 192,599 Est. Cost $45.43 Unrealized +3.3%
VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $13,044 Shares 250,943 Est. Cost $49.00 Unrealized
UNILEVER PLC 1.1%
Value ($000) $12,272 Shares 258,906 Est. Cost $40.59 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.0%
Value ($000) $11,258 Shares 218,514 Est. Cost $31.77 Unrealized +41.7%
3M CO 1.0%
Value ($000) $10,634 Shares 60,342 Est. Cost $112.26 Unrealized
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $10,545 Shares 133,284 Est. Cost $63.65 Unrealized -9.2%
KINDER MORGAN INC DEL 0.9%
Value ($000) $9,959 Shares 430,561 Est. Cost $33.47 Unrealized
SO SOUTHERN CO 0.9%
Value ($000) $9,716 Shares 189,397 Est. Cost $27.51 Unrealized +29.4%
TJX TJX COS INC NEW 0.9%
Value ($000) $9,650 Shares 129,055 Est. Cost $31.00 Unrealized +10.6%
MONSANTO CO NEW 0.8%
Value ($000) $8,916 Shares 87,247 Est. Cost $100.40 Unrealized
MEDTRONIC PLC 0.8%
Value ($000) $8,265 Shares 95,666 Est. Cost $77.83 Unrealized
SYK STRYKER CORP 0.8%
Value ($000) $8,216 Shares 70,575 Est. Cost $58.15 Unrealized +80.4%
NVO NOVO-NORDISK A S 0.5%
Value ($000) $5,928 Shares 142,535 Est. Cost $47.83 Unrealized
INTU INTUIT INC 0.5%
Value ($000) $5,230 Shares 47,535 Est. Cost $63.26 Unrealized +64.9%
SBUX STARBUCKS CORP 0.5%
Value ($000) $5,078 Shares 93,782 Est. Cost $44.99 Unrealized +1.9%
AT&T INC 0.4%
Value ($000) $4,458 Shares 109,779 Est. Cost $35.39 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $3,345 Shares 79,076 Est. Cost $29.15 Unrealized +23.9%
PFE PFIZER INC 0.3%
Value ($000) $3,271 Shares 96,571 Est. Cost $16.93 Unrealized +31.5%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $2,338 Shares 23,395 Est. Cost $30.60 Unrealized +38.5%
RAYTHEON CO 0.2%
Value ($000) $2,110 Shares 15,500 Est. Cost $66.44 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $1,942 Shares 15,635 Est. Cost $110.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,875 Shares 11,803 Est. Cost $112.05 Unrealized -9.2%
JPMORGAN CHASE & CO 0.2%
Value ($000) $1,806 Shares 27,123 Est. Cost $52.80 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $1,672 Shares 37,762 Est. Cost $30.97 Unrealized +18.9%
EFA ISHARES TR 0.1%
Value ($000) $1,542 Shares 26,070 Est. Cost $61.73 Unrealized
ABBVIE INC 0.1%
Value ($000) $1,497 Shares 23,740 Est. Cost $42.47 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value ($000) $1,444 Shares 21,242 Est. Cost $40.35 Unrealized +30.0%
CIGNA CORPORATION 0.1%
Value ($000) $1,349 Shares 10,350 Est. Cost $83.72 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,146 Shares 25,800 Est. Cost $48.54 Unrealized -9.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $1,130 Shares 17,685 Est. Cost $31.98 Unrealized +56.4%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,128 Shares 7,506 Est. Cost $79.46 Unrealized +38.3%
VISA INC 0.1%
Value ($000) $1,095 Shares 13,244 Est. Cost $101.76 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,084 Shares 9,049 Est. Cost $62.35 Unrealized +49.0%
S&P GLOBAL INC 0.1%
Value ($000) $1,054 Shares 8,326 Est. Cost $107.23 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,009 Shares 8,750 Est. Cost $70.63 Unrealized +33.9%
DHR DANAHER CORP DEL 0.1%
Value ($000) $895 Shares 11,409 Est. Cost $32.33 Unrealized +108.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $891 Shares 8,653 Est. Cost $71.77 Unrealized -4.6%
GLW CORNING INC 0.1%
Value ($000) $837 Shares 35,400 Est. Cost $15.41 Unrealized +12.7%
DIAGEO P L C 0.1%
Value ($000) $827 Shares 7,130 Est. Cost $115.58 Unrealized
ADOBE SYS INC 0.1%
Value ($000) $804 Shares 7,405 Est. Cost $81.03 Unrealized
COMCAST CORP NEW 0.1%
Value ($000) $796 Shares 12,000 Est. Cost $60.72 Unrealized
COSTCO WHSL CORP NEW 0.1%
Value ($000) $776 Shares 5,085 Est. Cost $114.28 Unrealized
WU WESTERN UN CO 0.1%
Value ($000) $756 Shares 36,300 Est. Cost $17.13 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $686 Shares 7,028 Est. Cost $74.20 Unrealized +2.4%
AMGN AMGEN INC 0.1%
Value ($000) $655 Shares 3,925 Est. Cost $82.07 Unrealized +55.6%
ORACLE CORP 0.1%
Value ($000) $652 Shares 16,600 Est. Cost $39.53 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $647 Shares 12,000 Est. Cost $29.12 Unrealized +58.5%
PNC PNC FINANCIAL SVCS GROUP INC 0.1%
Value ($000) $615 Shares 6,828 Est. Cost $67.69 Unrealized -6.5%
TARGET CORP 0.1%
Value ($000) $613 Shares 8,925 Est. Cost $70.70 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $555 Shares 11,640 Est. Cost $47.12 Unrealized +7.0%
HD HOME DEPOT INC 0.0%
Value ($000) $542 Shares 4,214 Est. Cost $59.31 Unrealized +79.3%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $540 Shares 10,792 Est. Cost $63.79 Unrealized
ALPHABET INC 0.0%
Value ($000) $526 Shares 655 Est. Cost $766.99 Unrealized
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $525 Shares 7,841 Est. Cost $52.49 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $505 Shares 15,350 Est. Cost $19.93 Unrealized +34.8%
DOMINION RES INC VA NEW 0.0%
Value ($000) $477 Shares 6,420 Est. Cost $56.77 Unrealized
PAYPAL HLDGS INC 0.0%
Value ($000) $451 Shares 11,000 Est. Cost $31.12 Unrealized
SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $385 Shares 1,365 Est. Cost $243.24 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $373 Shares 9,910 Est. Cost $39.43 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $367 Shares 5,800 Est. Cost $48.97 Unrealized
CHUBB LIMITED 0.0%
Value ($000) $363 Shares 2,890 Est. Cost $122.55 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $351 Shares 9,370 Est. Cost $38.97 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $334 Shares 2,650 Est. Cost $67.72 Unrealized +38.1%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $331 Shares 3,400 Est. Cost $49.85 Unrealized +24.9%
LOW LOWES COS INC 0.0%
Value ($000) $328 Shares 4,550 Est. Cost $37.84 Unrealized +72.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $304 Shares 1,100 Est. Cost $53.48 Unrealized +66.4%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $297 Shares 6,200 Est. Cost $36.53 Unrealized +19.6%
SHIRE PLC 0.0%
Value ($000) $290 Shares 1,496 Est. Cost $183.63 Unrealized
NKE NIKE INC 0.0%
Value ($000) $277 Shares 5,254 Est. Cost $52.18 Unrealized -4.2%
INDB INDEPENDENT BANK CORP MASS 0.0%
Value ($000) $270 Shares 5,000 Est. Cost $33.60 Unrealized +15.6%
EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $265 Shares 2,200 Est. Cost $99.55 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $264 Shares 2,165 Est. Cost $105.74 Unrealized +3.1%
BIOGEN INC 0.0%
Value ($000) $251 Shares 800 Est. Cost $313.75 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $244 Shares 5,120 Est. Cost $31.68 Unrealized +27.6%
WEINGARTEN RLTY INVS 0.0%
Value ($000) $242 Shares 6,200 Est. Cost $37.67 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $237 Shares 7,417 Est. Cost $18.27 Unrealized +20.0%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $233 Shares 7,000 Est. Cost $30.00 Unrealized
EATON VANCE CORP 0.0%
Value ($000) $225 Shares 5,760 Est. Cost $35.42 Unrealized
FORTIVE CORP 0.0%
Value ($000) $218 Shares 4,275 Est. Cost $50.99 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $206 Shares 2,409 Est. Cost $78.38 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $205 Shares 1,984 Est. Cost $82.12 Unrealized +7.5%
UDR UDR INC 0.0%
Value ($000) $203 Shares 5,628 Est. Cost $25.10 Unrealized +4.0%
WMT WAL-MART STORES INC 0.0%
Value ($000) $202 Shares 2,800 Est. Cost $20.24 Unrealized +1.8%