NICHOLS & PRATT ADVISERS LLP /MA Diversified Active

CIK: 0001141781 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 9, 2017

Total Value ($000): $1,083,813 (100.0% shares, 0.0% debt)

Holdings (107)

JNJ JOHNSON & JOHNSON 8.4%
Value ($000) $90,606 Shares 727,415 Est. Cost $59.66 Unrealized +56.5%
GENERAL ELECTRIC CO 5.9%
Value ($000) $64,004 Shares 2,147,492 Est. Cost $23.28 Unrealized
PG PROCTER & GAMBLE CO 5.8%
Value ($000) $63,341 Shares 705,058 Est. Cost $55.02 Unrealized +27.3%
PEP PEPSICO INC 4.8%
Value ($000) $51,778 Shares 462,881 Est. Cost $56.01 Unrealized +46.2%
EXXONMOBIL CORP 4.7%
Value ($000) $50,817 Shares 619,621 Est. Cost $96.82 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 4.5%
Value ($000) $48,536 Shares 474,315 Est. Cost $45.40 Unrealized +85.9%
MERCK & CO INC 4.1%
Value ($000) $43,932 Shares 691,460 Est. Cost $46.77 Unrealized
KO COCA COLA CO 3.5%
Value ($000) $37,812 Shares 890,984 Est. Cost $27.83 Unrealized +13.3%
EMR EMERSON ELEC CO 3.1%
Value ($000) $33,715 Shares 563,266 Est. Cost $40.02 Unrealized +19.8%
AAPL APPLE INC 3.0%
Value ($000) $32,166 Shares 223,900 Est. Cost $18.54 Unrealized +64.2%
NOVARTIS A G 2.9%
Value ($000) $31,346 Shares 422,008 Est. Cost $72.31 Unrealized
CL COLGATE PALMOLIVE CO 2.8%
Value ($000) $30,301 Shares 413,909 Est. Cost $44.38 Unrealized +28.1%
UNITED TECHNOLOGIES CORP 2.4%
Value ($000) $25,731 Shares 229,351 Est. Cost $93.58 Unrealized
FISV FISERV INC 2.3%
Value ($000) $24,809 Shares 215,047 Est. Cost $24.39 Unrealized +130.1%
SLB SCHLUMBERGER LTD 2.0%
Value ($000) $21,347 Shares 273,418 Est. Cost $54.50 Unrealized +16.2%
SYY SYSCO CORP 1.9%
Value ($000) $20,104 Shares 387,224 Est. Cost $24.40 Unrealized +72.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.8%
Value ($000) $19,795 Shares 118,762 Est. Cost $111.52 Unrealized +50.0%
CISCO SYS INC 1.8%
Value ($000) $19,633 Shares 581,136 Est. Cost $24.56 Unrealized
MASTERCARD INCORPORATED 1.7%
Value ($000) $18,952 Shares 168,550 Est. Cost $92.43 Unrealized
ALPHABET INC 1.7%
Value ($000) $18,769 Shares 22,591 Est. Cost $764.01 Unrealized
FAST FASTENAL CO 1.7%
Value ($000) $18,410 Shares 357,591 Est. Cost $8.01 Unrealized +24.2%
PRAXAIR INC 1.7%
Value ($000) $18,227 Shares 153,740 Est. Cost $128.49 Unrealized
STT STATE STREET CORP 1.6%
Value ($000) $17,812 Shares 223,790 Est. Cost $44.71 Unrealized +36.3%
CVS CVS HEALTH CORP 1.6%
Value ($000) $17,528 Shares 223,415 Est. Cost $61.46 Unrealized -1.4%
MSFT MICROSOFT CORP 1.5%
Value ($000) $16,143 Shares 245,311 Est. Cost $28.88 Unrealized +100.3%
INTC INTEL CORP 1.5%
Value ($000) $16,112 Shares 446,517 Est. Cost $17.18 Unrealized +72.8%
WALGREENS BOOTS ALLIANCE INC 1.5%
Value ($000) $15,934 Shares 191,864 Est. Cost $76.25 Unrealized
CAT CATERPILLAR INC 1.4%
Value ($000) $15,509 Shares 167,204 Est. Cost $61.70 Unrealized +25.9%
VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $12,790 Shares 262,292 Est. Cost $49.14 Unrealized
UNILEVER PLC 1.2%
Value ($000) $12,737 Shares 258,271 Est. Cost $40.59 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.1%
Value ($000) $11,718 Shares 207,421 Est. Cost $31.77 Unrealized +54.6%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $11,042 Shares 162,742 Est. Cost $61.34 Unrealized -17.4%
QCOM QUALCOMM INC 1.0%
Value ($000) $11,006 Shares 192,359 Est. Cost $45.43 Unrealized +0.2%
3M CO 1.0%
Value ($000) $10,968 Shares 57,324 Est. Cost $112.26 Unrealized
TJX TJX COS INC 0.9%
Value ($000) $10,243 Shares 129,675 Est. Cost $31.00 Unrealized +9.7%
MONSANTO CO NEW 0.9%
Value ($000) $9,654 Shares 85,219 Est. Cost $100.40 Unrealized
SO SOUTHERN CO 0.9%
Value ($000) $9,380 Shares 188,422 Est. Cost $27.51 Unrealized +24.2%
SYK STRYKER CORPORATION 0.8%
Value ($000) $8,890 Shares 67,490 Est. Cost $58.15 Unrealized +96.9%
KINDER MORGAN INC DEL 0.8%
Value ($000) $8,274 Shares 380,943 Est. Cost $33.47 Unrealized
MEDTRONIC PLC 0.7%
Value ($000) $7,723 Shares 95,761 Est. Cost $77.83 Unrealized
NVO NOVO-NORDISK A S 0.7%
Value ($000) $7,312 Shares 213,260 Est. Cost $43.23 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $5,929 Shares 101,527 Est. Cost $45.07 Unrealized +3.8%
INTU INTUIT INC 0.5%
Value ($000) $5,327 Shares 45,921 Est. Cost $63.26 Unrealized +77.7%
AT&T INC 0.4%
Value ($000) $4,354 Shares 104,787 Est. Cost $35.39 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $3,245 Shares 73,071 Est. Cost $29.15 Unrealized +26.7%
PFE PFIZER INC 0.3%
Value ($000) $3,017 Shares 88,198 Est. Cost $16.93 Unrealized +26.5%
RAYTHEON CO 0.2%
Value ($000) $2,364 Shares 15,500 Est. Cost $66.44 Unrealized
JP MORGAN CHASE & CO 0.2%
Value ($000) $2,356 Shares 26,823 Est. Cost $52.80 Unrealized
MKC MCCORMICK & CO INC 0.2%
Value ($000) $2,126 Shares 21,795 Est. Cost $30.60 Unrealized +33.7%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $2,035 Shares 36,563 Est. Cost $30.97 Unrealized +43.2%
IWM ISHARES TR 0.2%
Value ($000) $2,031 Shares 14,770 Est. Cost $110.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,921 Shares 11,028 Est. Cost $112.05 Unrealized +2.1%
EFA ISHARES TR 0.1%
Value ($000) $1,488 Shares 23,895 Est. Cost $61.73 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value ($000) $1,486 Shares 17,165 Est. Cost $40.35 Unrealized +68.0%
ABBVIE INC 0.1%
Value ($000) $1,444 Shares 22,160 Est. Cost $43.13 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,290 Shares 25,800 Est. Cost $48.54 Unrealized +5.3%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,198 Shares 9,049 Est. Cost $62.35 Unrealized +67.7%
CIGNA CORPORATION 0.1%
Value ($000) $1,194 Shares 8,150 Est. Cost $83.72 Unrealized
VISA INC 0.1%
Value ($000) $1,191 Shares 13,394 Est. Cost $101.50 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,147 Shares 8,850 Est. Cost $70.90 Unrealized +43.5%
S&P GLOBAL INC 0.1%
Value ($000) $1,085 Shares 8,300 Est. Cost $107.23 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,015 Shares 7,506 Est. Cost $79.46 Unrealized +42.4%
DHR DANAHER CORP 0.1%
Value ($000) $976 Shares 11,409 Est. Cost $32.33 Unrealized +120.4%
ADOBE SYS INC 0.1%
Value ($000) $964 Shares 7,405 Est. Cost $81.03 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $941 Shares 15,935 Est. Cost $31.98 Unrealized +39.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $929 Shares 8,653 Est. Cost $71.77 Unrealized +6.9%
GLW CORNING INC 0.1%
Value ($000) $912 Shares 33,800 Est. Cost $15.41 Unrealized +36.1%
COMCAST CORP NEW 0.1%
Value ($000) $903 Shares 24,000 Est. Cost $49.17 Unrealized
COSTCO WHSL CORP NEW 0.1%
Value ($000) $852 Shares 5,085 Est. Cost $114.28 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $845 Shares 7,028 Est. Cost $68.49 Unrealized +33.3%
UNP UNION PAC CORP 0.1%
Value ($000) $754 Shares 7,128 Est. Cost $74.29 Unrealized +18.0%
DIAGEO P L C 0.1%
Value ($000) $745 Shares 6,445 Est. Cost $115.58 Unrealized
ORACLE CORP 0.1%
Value ($000) $709 Shares 15,900 Est. Cost $39.53 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $690 Shares 11,590 Est. Cost $47.12 Unrealized +8.2%
AMGN AMGEN INC 0.1%
Value ($000) $644 Shares 3,925 Est. Cost $82.07 Unrealized +55.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $636 Shares 11,700 Est. Cost $29.12 Unrealized +37.1%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $589 Shares 11,171 Est. Cost $63.32 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $578 Shares 7,191 Est. Cost $52.88 Unrealized
ALPHABET INC 0.1%
Value ($000) $555 Shares 655 Est. Cost $766.99 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $534 Shares 3,639 Est. Cost $59.31 Unrealized +92.8%
EBAY EBAY INC 0.0%
Value ($000) $471 Shares 14,050 Est. Cost $19.93 Unrealized +45.2%
DOMINION RES INC VA NEW 0.0%
Value ($000) $453 Shares 5,836 Est. Cost $56.77 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $414 Shares 5,800 Est. Cost $48.97 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $406 Shares 3,240 Est. Cost $107.07 Unrealized +3.7%
PAYPAL HLDGS INC 0.0%
Value ($000) $392 Shares 9,100 Est. Cost $31.12 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $374 Shares 4,550 Est. Cost $37.84 Unrealized +71.8%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $373 Shares 9,410 Est. Cost $39.43 Unrealized
CHUBB LIMITED 0.0%
Value ($000) $367 Shares 2,690 Est. Cost $122.55 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $341 Shares 1,100 Est. Cost $53.48 Unrealized +73.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $316 Shares 2,800 Est. Cost $49.85 Unrealized +31.6%
EEM ISHARES TR 0.0%
Value ($000) $305 Shares 7,730 Est. Cost $38.97 Unrealized
INDB INDEPENDENT BANKK CORP MASS 0.0%
Value ($000) $289 Shares 4,450 Est. Cost $33.60 Unrealized +47.9%
NKE NIKE INC 0.0%
Value ($000) $271 Shares 4,854 Est. Cost $52.18 Unrealized -5.6%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $270 Shares 2,050 Est. Cost $67.72 Unrealized +36.7%
BAX BAXTER INTL INC 0.0%
Value ($000) $263 Shares 5,080 Est. Cost $31.68 Unrealized +33.8%
WY WEYERHAEUSER CO 0.0%
Value ($000) $252 Shares 7,417 Est. Cost $18.27 Unrealized +26.0%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $238 Shares 2,559 Est. Cost $78.64 Unrealized +5.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $233 Shares 2,060 Est. Cost $90.71 Unrealized +13.6%
SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $224 Shares 715 Est. Cost $243.24 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $214 Shares 10,500 Est. Cost $17.13 Unrealized
EATON VANCE CORP 0.0%
Value ($000) $209 Shares 4,660 Est. Cost $35.42 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $208 Shares 1,984 Est. Cost $85.88 Unrealized 0.0%
RY ROYAL BK CDA MONTREAL QUE 0.0%
Value ($000) $208 Shares 2,852 Est. Cost $72.46 Unrealized 0.0%
EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $207 Shares 2,200 Est. Cost $99.55 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $206 Shares 2,600 Est. Cost $69.17 Unrealized 0.0%
DOW CHEM CO 0.0%
Value ($000) $202 Shares 3,186 Est. Cost $63.40 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $202 Shares 2,800 Est. Cost $19.78 Unrealized 0.0%