NICHOLS & PRATT ADVISERS LLP /MA Diversified Active

CIK: 0001141781 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 8, 2017

Total Value ($000): $1,119,099 (100.0% shares, 0.0% debt)

Holdings (110)

JNJ JOHNSON & JOHNSON 8.3%
Value ($000) $92,505 Shares 711,102 Est. Cost $59.66 Unrealized +76.0%
PG PROCTER & GAMBLE CO 4.9%
Value ($000) $55,130 Shares 605,492 Est. Cost $55.02 Unrealized +32.7%
GENERAL ELECTRIC CORP 4.7%
Value ($000) $52,268 Shares 2,159,749 Est. Cost $23.28 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 4.6%
Value ($000) $51,411 Shares 470,280 Est. Cost $45.40 Unrealized +97.3%
PEP PEPSICO INC 4.5%
Value ($000) $50,781 Shares 456,409 Est. Cost $56.01 Unrealized +59.6%
EXXONMOBIL CORP 4.5%
Value ($000) $50,056 Shares 610,765 Est. Cost $96.82 Unrealized
MERCK & CO INC 3.9%
Value ($000) $43,916 Shares 685,405 Est. Cost $46.77 Unrealized
KO COCA COLA CO 3.5%
Value ($000) $39,092 Shares 868,733 Est. Cost $27.83 Unrealized +25.6%
NOVARTIS A G 3.2%
Value ($000) $35,992 Shares 419,073 Est. Cost $72.31 Unrealized
EMR EMERSON ELEC CO 3.1%
Value ($000) $34,844 Shares 554,253 Est. Cost $40.02 Unrealized +23.0%
AAPL APPLE INC 3.1%
Value ($000) $34,320 Shares 222,723 Est. Cost $18.54 Unrealized +95.0%
CL COLGATE PALMOLIVE CO 2.7%
Value ($000) $29,710 Shares 407,779 Est. Cost $44.38 Unrealized +33.4%
FISV FISERV INC 2.4%
Value ($000) $26,843 Shares 208,177 Est. Cost $24.39 Unrealized +154.7%
UNITED TECHNOLOGIES CORP 2.4%
Value ($000) $26,701 Shares 229,811 Est. Cost $93.58 Unrealized
ALPHABET INC 2.3%
Value ($000) $25,455 Shares 26,560 Est. Cost $791.80 Unrealized
MASTERCARD INCORPORATED 2.1%
Value ($000) $23,676 Shares 167,575 Est. Cost $92.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $21,897 Shares 119,447 Est. Cost $111.52 Unrealized +58.5%
PRAXAIR INC 1.9%
Value ($000) $21,179 Shares 151,450 Est. Cost $128.49 Unrealized
STT STATE STREET CORP 1.9%
Value ($000) $20,862 Shares 218,315 Est. Cost $44.71 Unrealized +61.4%
CISCO SYSTEMS INC 1.7%
Value ($000) $19,535 Shares 580,734 Est. Cost $24.56 Unrealized
CAT CATERPILLAR INC 1.7%
Value ($000) $19,423 Shares 155,740 Est. Cost $61.70 Unrealized +55.6%
SLB SCHLUMBERGER LTD 1.7%
Value ($000) $18,658 Shares 267,575 Est. Cost $54.50 Unrealized -4.8%
MSFT MICROSOFT CORP 1.6%
Value ($000) $18,348 Shares 246,241 Est. Cost $28.88 Unrealized +130.9%
CVS CVS HEALTH CORP 1.6%
Value ($000) $18,200 Shares 223,965 Est. Cost $61.45 Unrealized -1.0%
FAST FASTENAL CO 1.5%
Value ($000) $16,439 Shares 360,541 Est. Cost $8.01 Unrealized +8.3%
INTC INTEL CORP 1.4%
Value ($000) $15,456 Shares 404,367 Est. Cost $17.18 Unrealized +72.3%
VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $15,206 Shares 307,270 Est. Cost $49.10 Unrealized
SYY SYSCO CORP 1.4%
Value ($000) $15,121 Shares 280,274 Est. Cost $24.40 Unrealized +71.4%
WALGREENS BOOTS ALLIANCE INC 1.3%
Value ($000) $14,933 Shares 193,374 Est. Cost $76.27 Unrealized
UNILEVER PLC SPONS ADR 1.3%
Value ($000) $14,597 Shares 251,871 Est. Cost $40.59 Unrealized
TJX TJX COS INC 1.2%
Value ($000) $13,486 Shares 182,978 Est. Cost $31.20 Unrealized +1.6%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $12,676 Shares 156,025 Est. Cost $61.34 Unrealized -8.8%
EXPD EXPEDITORS INTL WASH INC 1.1%
Value ($000) $12,077 Shares 201,746 Est. Cost $31.77 Unrealized +62.7%
3M CO 1.1%
Value ($000) $11,758 Shares 56,014 Est. Cost $112.26 Unrealized
KINDER MORGAN INC DEL 1.0%
Value ($000) $11,649 Shares 607,549 Est. Cost $28.14 Unrealized
SO SOUTHERN COMPANY 1.0%
Value ($000) $11,152 Shares 226,942 Est. Cost $28.67 Unrealized +19.6%
NVO NOVO-NORDISK A S 0.9%
Value ($000) $10,413 Shares 215,955 Est. Cost $43.22 Unrealized
QCOM QUALCOMM INC 0.9%
Value ($000) $9,793 Shares 188,894 Est. Cost $45.43 Unrealized -6.9%
MONSANTO CO NEW 0.9%
Value ($000) $9,568 Shares 79,804 Est. Cost $100.40 Unrealized
SYK STRYKER CORPORATION 0.8%
Value ($000) $9,495 Shares 66,685 Est. Cost $58.15 Unrealized +124.9%
MEDTRONIC PLC 0.7%
Value ($000) $7,759 Shares 99,691 Est. Cost $77.83 Unrealized
INTU INTUIT INC 0.6%
Value ($000) $6,453 Shares 45,404 Est. Cost $63.26 Unrealized +105.8%
SBUX STARBUCKS CORP 0.5%
Value ($000) $5,950 Shares 110,742 Est. Cost $45.32 Unrealized +2.0%
AT&T INC 0.3%
Value ($000) $3,884 Shares 99,157 Est. Cost $35.39 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $3,836 Shares 71,891 Est. Cost $29.15 Unrealized +48.7%
PFE PFIZER INC 0.3%
Value ($000) $3,112 Shares 87,163 Est. Cost $16.93 Unrealized +31.4%
JP MORGAN CHASE & CO 0.2%
Value ($000) $2,562 Shares 26,823 Est. Cost $52.80 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $2,419 Shares 2,516 Est. Cost $49.12 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $2,298 Shares 22,395 Est. Cost $30.88 Unrealized +33.1%
IWM ISHARES TR 0.2%
Value ($000) $2,274 Shares 15,344 Est. Cost $111.51 Unrealized
RAYTHEON COMPANY 0.2%
Value ($000) $1,959 Shares 10,500 Est. Cost $66.44 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,952 Shares 35,404 Est. Cost $30.97 Unrealized +36.1%
ABBVIE INC 0.2%
Value ($000) $1,865 Shares 20,980 Est. Cost $43.13 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $1,636 Shares 23,895 Est. Cost $61.73 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,600 Shares 11,028 Est. Cost $112.05 Unrealized -13.6%
CIGNA CORP 0.1%
Value ($000) $1,524 Shares 8,150 Est. Cost $83.72 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $1,469 Shares 25,800 Est. Cost $48.54 Unrealized +8.2%
VISA INC CL A 0.1%
Value ($000) $1,430 Shares 13,594 Est. Cost $101.38 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value ($000) $1,429 Shares 15,540 Est. Cost $40.35 Unrealized +76.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,367 Shares 8,725 Est. Cost $70.90 Unrealized +81.5%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,339 Shares 9,049 Est. Cost $62.35 Unrealized +86.1%
S&P GLOBAL INC 0.1%
Value ($000) $1,287 Shares 8,233 Est. Cost $107.23 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,135 Shares 7,506 Est. Cost $79.46 Unrealized +50.0%
ADOBE SYS INC 0.1%
Value ($000) $1,105 Shares 7,405 Est. Cost $81.03 Unrealized
GLW CORNING INC 0.1%
Value ($000) $996 Shares 33,300 Est. Cost $15.41 Unrealized +53.1%
DHR DANAHER CORP 0.1%
Value ($000) $979 Shares 11,409 Est. Cost $32.33 Unrealized +119.9%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $948 Shares 7,028 Est. Cost $68.49 Unrealized +41.1%
COMCAST CORP NEW 0.1%
Value ($000) $923 Shares 24,000 Est. Cost $49.17 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $911 Shares 7,753 Est. Cost $71.77 Unrealized +6.2%
DOWDUPONT INC 0.1%
Value ($000) $859 Shares 12,399 Est. Cost $69.28 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.1%
Value ($000) $841 Shares 11,590 Est. Cost $47.12 Unrealized +32.6%
UNP UNION PAC CORP 0.1%
Value ($000) $827 Shares 7,128 Est. Cost $74.29 Unrealized +20.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $825 Shares 15,935 Est. Cost $31.98 Unrealized +27.3%
COSTCO WHSL CORP NEW 0.1%
Value ($000) $817 Shares 4,975 Est. Cost $114.28 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $793 Shares 18,200 Est. Cost $41.06 Unrealized
DIAGEO P L C 0.1%
Value ($000) $785 Shares 5,945 Est. Cost $115.58 Unrealized
ORACLE CORP 0.1%
Value ($000) $770 Shares 15,900 Est. Cost $39.53 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $746 Shares 11,700 Est. Cost $29.12 Unrealized +48.1%
AMGN AMGEN INC 0.1%
Value ($000) $732 Shares 3,925 Est. Cost $82.07 Unrealized +67.5%
ROYAL DUTCH SHELL SPONS ADR 0.1%
Value ($000) $639 Shares 10,546 Est. Cost $63.32 Unrealized
ALPHABET INC 0.1%
Value ($000) $632 Shares 649 Est. Cost $766.99 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $595 Shares 3,639 Est. Cost $59.31 Unrealized +111.0%
PAYPAL HLDGS INC 0.0%
Value ($000) $550 Shares 8,600 Est. Cost $31.12 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $540 Shares 14,050 Est. Cost $19.93 Unrealized +62.3%
DOMINION ENERGY INC 0.0%
Value ($000) $449 Shares 5,836 Est. Cost $56.77 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $442 Shares 3,440 Est. Cost $107.68 Unrealized +11.5%
LOW LOWES COS INC 0.0%
Value ($000) $364 Shares 4,550 Est. Cost $37.84 Unrealized +73.5%
ALTRIA GROUP INC 0.0%
Value ($000) $363 Shares 5,725 Est. Cost $48.97 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $357 Shares 7,970 Est. Cost $39.15 Unrealized
CHUBB LIMITED 0.0%
Value ($000) $355 Shares 2,490 Est. Cost $122.55 Unrealized
INDB INDEPENDENT BANK CORP MASS 0.0%
Value ($000) $332 Shares 4,450 Est. Cost $33.60 Unrealized +61.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $322 Shares 900 Est. Cost $53.48 Unrealized +99.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $317 Shares 5,040 Est. Cost $31.68 Unrealized +69.0%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $311 Shares 2,800 Est. Cost $49.85 Unrealized +50.9%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $263 Shares 2,559 Est. Cost $78.64 Unrealized +19.1%
WY WEYERHAEUSER CO 0.0%
Value ($000) $253 Shares 7,417 Est. Cost $18.27 Unrealized +29.5%
NKE NIKE INC 0.0%
Value ($000) $252 Shares 4,854 Est. Cost $52.18 Unrealized -3.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $241 Shares 2,050 Est. Cost $67.72 Unrealized +34.4%
EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $240 Shares 2,200 Est. Cost $99.55 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $235 Shares 2,600 Est. Cost $69.17 Unrealized +10.8%
BHP BHP BILLITON LTD 0.0%
Value ($000) $234 Shares 5,765 Est. Cost $40.59 Unrealized
SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $233 Shares 715 Est. Cost $243.24 Unrealized
EATON VANCE CORP 0.0%
Value ($000) $231 Shares 4,660 Est. Cost $35.42 Unrealized
DE DEERE & CO 0.0%
Value ($000) $226 Shares 1,800 Est. Cost $102.78 Unrealized +5.6%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $221 Shares 2,852 Est. Cost $72.46 Unrealized +3.0%
BIOGEN INC 0.0%
Value ($000) $220 Shares 702 Est. Cost $313.39 Unrealized
ACCENTURE PLC IRELAND 0.0%
Value ($000) $219 Shares 1,618 Est. Cost $135.35 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $219 Shares 2,800 Est. Cost $19.78 Unrealized +15.8%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $216 Shares 1,984 Est. Cost $85.88 Unrealized +6.0%
ABRAXAS PETE CORP 0.0%
Value ($000) $11 Shares 6,000 Est. Cost $1.83 Unrealized