NICHOLS & PRATT ADVISERS LLP /MA Diversified Active

CIK: 0001141781 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 8, 2017

Total Value ($000): $1,095,510 (100.0% shares, 0.0% debt)

Holdings (107)

JNJ JOHNSON & JOHNSON 8.7%
Value ($000) $95,457 Shares 721,360 Est. Cost $59.66 Unrealized +68.3%
PG PROCTER AND GAMBLE CO 5.6%
Value ($000) $61,192 Shares 701,773 Est. Cost $55.02 Unrealized +27.5%
GENERAL ELECTRIC CORP 5.3%
Value ($000) $58,161 Shares 2,151,467 Est. Cost $23.28 Unrealized
PEP PEPSICO INC 4.8%
Value ($000) $53,128 Shares 460,036 Est. Cost $56.01 Unrealized +57.4%
EXXON MOBIL CORP 4.5%
Value ($000) $49,672 Shares 614,603 Est. Cost $96.82 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 4.4%
Value ($000) $48,377 Shares 472,165 Est. Cost $45.40 Unrealized +85.5%
MERCK & CO INC 4.0%
Value ($000) $44,203 Shares 689,535 Est. Cost $46.77 Unrealized
KO COCA COLA CO 3.6%
Value ($000) $39,779 Shares 887,018 Est. Cost $27.83 Unrealized +21.0%
NOVARTIS A G 3.2%
Value ($000) $35,158 Shares 421,168 Est. Cost $72.31 Unrealized
EMR EMERSON ELEC CO 3.0%
Value ($000) $33,398 Shares 559,766 Est. Cost $40.02 Unrealized +20.0%
AAPL APPLE INC 2.9%
Value ($000) $32,180 Shares 223,513 Est. Cost $18.54 Unrealized +85.1%
CL COLGATE PALMOLIVE CO 2.8%
Value ($000) $30,465 Shares 411,074 Est. Cost $44.38 Unrealized +36.6%
UNITED TECHNOLOGIES CORP 2.6%
Value ($000) $28,098 Shares 230,111 Est. Cost $93.58 Unrealized
FISV FISERV INC 2.4%
Value ($000) $25,750 Shares 210,807 Est. Cost $24.39 Unrealized +148.0%
ALPHABET INC 1.9%
Value ($000) $21,093 Shares 23,247 Est. Cost $768.06 Unrealized
MASTERCARD INCORPORATED 1.9%
Value ($000) $20,403 Shares 168,130 Est. Cost $92.43 Unrealized
PRAXAIR INC 1.8%
Value ($000) $20,257 Shares 152,695 Est. Cost $128.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.8%
Value ($000) $20,140 Shares 118,912 Est. Cost $111.52 Unrealized +49.1%
STT STATE STREET CORP 1.8%
Value ($000) $19,998 Shares 222,785 Est. Cost $44.71 Unrealized +43.6%
SYY SYSCO CORP 1.7%
Value ($000) $18,680 Shares 371,135 Est. Cost $24.40 Unrealized +74.7%
CVS CVS HEALTH CORP 1.7%
Value ($000) $18,189 Shares 226,015 Est. Cost $61.45 Unrealized -1.8%
CISCO SYS INC 1.7%
Value ($000) $18,183 Shares 580,901 Est. Cost $24.56 Unrealized
SLB SCHLUMBERGER LTD 1.6%
Value ($000) $18,001 Shares 273,068 Est. Cost $54.50 Unrealized +2.4%
CAT CATERPILLAR INC 1.6%
Value ($000) $17,430 Shares 162,200 Est. Cost $61.70 Unrealized +36.2%
MSFT MICROSOFT CORP 1.5%
Value ($000) $16,835 Shares 244,706 Est. Cost $28.88 Unrealized +115.8%
FAST FASTENAL CO 1.4%
Value ($000) $15,658 Shares 359,316 Est. Cost $8.01 Unrealized +12.0%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $14,959 Shares 191,019 Est. Cost $76.25 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $14,819 Shares 439,792 Est. Cost $17.18 Unrealized +72.1%
UNILEVER PLC 1.3%
Value ($000) $13,850 Shares 256,171 Est. Cost $40.59 Unrealized
VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $11,988 Shares 268,362 Est. Cost $49.04 Unrealized
3M CO 1.1%
Value ($000) $11,875 Shares 57,039 Est. Cost $112.26 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.1%
Value ($000) $11,534 Shares 204,221 Est. Cost $31.77 Unrealized +55.6%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $11,320 Shares 159,955 Est. Cost $61.34 Unrealized -21.2%
QCOM QUALCOMM INC 1.0%
Value ($000) $10,628 Shares 192,619 Est. Cost $45.43 Unrealized -2.6%
MONSANTO CO NEW 0.9%
Value ($000) $9,961 Shares 84,154 Est. Cost $100.40 Unrealized
TJX TJX COS INC 0.9%
Value ($000) $9,407 Shares 130,480 Est. Cost $31.00 Unrealized +7.7%
SYK STRYKER CORPORATION 0.9%
Value ($000) $9,351 Shares 67,445 Est. Cost $58.15 Unrealized +114.6%
NVO NOVO-NORDISK A S 0.8%
Value ($000) $9,299 Shares 216,955 Est. Cost $43.22 Unrealized
SO SOUTHERN CO 0.8%
Value ($000) $9,120 Shares 190,472 Est. Cost $27.59 Unrealized +27.2%
MEDTRONIC PLC 0.8%
Value ($000) $8,528 Shares 96,076 Est. Cost $77.83 Unrealized
KINDER MORGAN INC DEL 0.7%
Value ($000) $7,409 Shares 385,714 Est. Cost $33.30 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $6,171 Shares 105,852 Est. Cost $45.28 Unrealized +10.9%
INTU INTUIT INC 0.6%
Value ($000) $6,029 Shares 45,421 Est. Cost $63.26 Unrealized +92.9%
AT&T INC 0.4%
Value ($000) $3,915 Shares 103,687 Est. Cost $35.39 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $3,510 Shares 72,191 Est. Cost $29.15 Unrealized +33.4%
PFE PFIZER INC 0.3%
Value ($000) $2,963 Shares 88,198 Est. Cost $16.93 Unrealized +27.6%
RAYTHEON CO 0.2%
Value ($000) $2,503 Shares 15,500 Est. Cost $66.44 Unrealized
JPMORGAN CHASE & CO 0.2%
Value ($000) $2,452 Shares 26,823 Est. Cost $52.80 Unrealized
MKC MCCORMICK & CO INC 0.2%
Value ($000) $2,125 Shares 21,795 Est. Cost $30.60 Unrealized +40.3%
IWM ISHARES TR 0.2%
Value ($000) $2,094 Shares 14,857 Est. Cost $110.31 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $2,024 Shares 36,538 Est. Cost $30.97 Unrealized +36.2%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,696 Shares 11,028 Est. Cost $112.05 Unrealized -7.4%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $1,581 Shares 16,265 Est. Cost $40.35 Unrealized +74.5%
EFA ISHARES TR 0.1%
Value ($000) $1,558 Shares 23,895 Est. Cost $61.73 Unrealized
ABBVIE INC 0.1%
Value ($000) $1,558 Shares 21,480 Est. Cost $43.13 Unrealized
CIGNA CORPORATION 0.1%
Value ($000) $1,364 Shares 8,150 Est. Cost $83.72 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,355 Shares 8,850 Est. Cost $70.90 Unrealized +66.3%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,316 Shares 25,800 Est. Cost $48.54 Unrealized -0.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,296 Shares 9,049 Est. Cost $62.35 Unrealized +81.8%
VISA INC 0.1%
Value ($000) $1,275 Shares 13,594 Est. Cost $101.38 Unrealized
S&P GLOBAL INC 0.1%
Value ($000) $1,212 Shares 8,300 Est. Cost $107.23 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,074 Shares 7,506 Est. Cost $79.46 Unrealized +44.6%
ADOBE SYS INC 0.1%
Value ($000) $1,047 Shares 7,405 Est. Cost $81.03 Unrealized
GLW CORNING INC 0.1%
Value ($000) $1,001 Shares 33,300 Est. Cost $15.41 Unrealized +47.7%
DHR DANAHER CORP 0.1%
Value ($000) $962 Shares 11,409 Est. Cost $32.33 Unrealized +122.0%
COMCAST CORP NEW 0.1%
Value ($000) $934 Shares 24,000 Est. Cost $49.17 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $883 Shares 15,935 Est. Cost $31.98 Unrealized +31.3%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $878 Shares 7,028 Est. Cost $68.49 Unrealized +31.9%
COSTCO WHSL CORP NEW 0.1%
Value ($000) $814 Shares 5,085 Est. Cost $114.28 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $809 Shares 7,753 Est. Cost $71.77 Unrealized +2.0%
ORACLE CORP 0.1%
Value ($000) $795 Shares 15,900 Est. Cost $39.53 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $776 Shares 7,128 Est. Cost $74.29 Unrealized +21.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $770 Shares 11,590 Est. Cost $47.12 Unrealized +19.7%
DIAGEO P L C 0.1%
Value ($000) $712 Shares 5,945 Est. Cost $115.58 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $676 Shares 3,925 Est. Cost $82.07 Unrealized +52.7%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $652 Shares 11,700 Est. Cost $29.12 Unrealized +37.0%
ALPHABET INC 0.1%
Value ($000) $609 Shares 655 Est. Cost $766.99 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $594 Shares 11,171 Est. Cost $63.32 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $580 Shares 7,191 Est. Cost $52.88 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $558 Shares 3,639 Est. Cost $59.31 Unrealized +109.9%
EBAY EBAY INC 0.0%
Value ($000) $491 Shares 14,050 Est. Cost $19.93 Unrealized +52.8%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $487 Shares 11,910 Est. Cost $39.73 Unrealized
PAYPAL HLDGS INC 0.0%
Value ($000) $461 Shares 8,600 Est. Cost $31.12 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $457 Shares 3,440 Est. Cost $107.68 Unrealized +9.3%
DOMINION ENERGY INC 0.0%
Value ($000) $447 Shares 5,836 Est. Cost $56.77 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $432 Shares 5,800 Est. Cost $48.97 Unrealized
CHUBB LIMITED 0.0%
Value ($000) $391 Shares 2,690 Est. Cost $122.55 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $386 Shares 1,100 Est. Cost $53.48 Unrealized +93.5%
LOW LOWES COS INC 0.0%
Value ($000) $353 Shares 4,550 Est. Cost $37.84 Unrealized +84.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $329 Shares 2,800 Est. Cost $49.85 Unrealized +49.0%
EEM ISHARES TR 0.0%
Value ($000) $320 Shares 7,730 Est. Cost $38.97 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $305 Shares 5,040 Est. Cost $31.68 Unrealized +55.0%
INDB INDEPENDENT BANK CORP MASS 0.0%
Value ($000) $297 Shares 4,450 Est. Cost $33.60 Unrealized +46.9%
NKE NIKE INC 0.0%
Value ($000) $287 Shares 4,854 Est. Cost $52.18 Unrealized -7.5%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $266 Shares 2,559 Est. Cost $78.64 Unrealized +14.6%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $265 Shares 2,050 Est. Cost $67.72 Unrealized +42.1%
EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $260 Shares 2,200 Est. Cost $99.55 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $249 Shares 7,417 Est. Cost $18.27 Unrealized +31.5%
DIS DISNEY WALT CO 0.0%
Value ($000) $246 Shares 2,310 Est. Cost $91.98 Unrealized +11.4%
SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $227 Shares 715 Est. Cost $243.24 Unrealized
DE DEERE & CO 0.0%
Value ($000) $222 Shares 1,800 Est. Cost $102.78 Unrealized 0.0%
EATON VANCE CORP 0.0%
Value ($000) $221 Shares 4,660 Est. Cost $35.42 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $219 Shares 2,600 Est. Cost $69.17 Unrealized +1.6%
PPG PPG INDS INC 0.0%
Value ($000) $218 Shares 1,984 Est. Cost $85.88 Unrealized +7.3%
WMT WAL MART STORES-INC 0.0%
Value ($000) $212 Shares 2,800 Est. Cost $19.78 Unrealized +11.3%
RY ROYAL BK CDA MONTREAL QUE 0.0%
Value ($000) $207 Shares 2,852 Est. Cost $72.46 Unrealized -3.2%
DOW CHEM CO 0.0%
Value ($000) $201 Shares 3,186 Est. Cost $63.40 Unrealized