NICHOLS & PRATT ADVISERS LLP /MA Diversified Active

CIK: 0001141781 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 5, 2019

Total Value ($000): $1,214,958 (100.0% shares, 0.0% debt)

Holdings (105)

JNJ JOHNSON & JOHNSON 7.6%
Value ($000) $92,264 Shares 662,418 Est. Cost $59.66 Unrealized +92.4%
ADP AUTOMATIC DATA PROCESSING IN 6.0%
Value ($000) $72,913 Shares 440,846 Est. Cost $45.40 Unrealized +210.5%
PG PROCTER AND GAMBLE CO 5.0%
Value ($000) $60,308 Shares 549,641 Est. Cost $55.02 Unrealized +64.5%
PEP PEPSICO INC 4.8%
Value ($000) $58,859 Shares 448,675 Est. Cost $56.01 Unrealized +87.0%
MERCK & CO INC 4.7%
Value ($000) $56,753 Shares 676,230 Est. Cost $46.77 Unrealized
EXXON MOBIL CORP 3.7%
Value ($000) $45,519 Shares 594,042 Est. Cost $96.82 Unrealized
MASTERCARD INC 3.7%
Value ($000) $44,733 Shares 168,905 Est. Cost $94.13 Unrealized
AAPL APPLE INC 3.5%
Value ($000) $43,102 Shares 217,401 Est. Cost $18.54 Unrealized +151.4%
KO COCA COLA CO 3.3%
Value ($000) $40,570 Shares 796,557 Est. Cost $27.83 Unrealized +43.5%
NOVARTIS AG 3.0%
Value ($000) $36,502 Shares 399,587 Est. Cost $72.31 Unrealized
FISV FISERV INC 2.8%
Value ($000) $33,694 Shares 368,646 Est. Cost $46.95 Unrealized +86.6%
MSFT MICROSOFT CORP 2.7%
Value ($000) $32,772 Shares 244,133 Est. Cost $28.88 Unrealized +313.9%
CISCO SYS INC 2.7%
Value ($000) $32,405 Shares 592,082 Est. Cost $25.07 Unrealized
ALPHABET INC 2.5%
Value ($000) $29,930 Shares 27,641 Est. Cost $799.49 Unrealized
UNITED TECHNOLOGIES CORP 2.5%
Value ($000) $29,889 Shares 229,403 Est. Cost $93.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value ($000) $25,372 Shares 119,021 Est. Cost $111.52 Unrealized +85.5%
FAST FASTENAL CO 1.9%
Value ($000) $23,442 Shares 719,172 Est. Cost $10.97 Unrealized +27.1%
EMR EMERSON ELEC CO 1.9%
Value ($000) $22,753 Shares 341,033 Est. Cost $40.02 Unrealized +43.6%
TJX TJX COS INC NEW 1.8%
Value ($000) $21,908 Shares 414,232 Est. Cost $39.09 Unrealized +24.5%
KINDER MORGAN INC DEL 1.7%
Value ($000) $20,780 Shares 995,212 Est. Cost $24.20 Unrealized
VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $19,557 Shares 342,376 Est. Cost $49.33 Unrealized
AT&T INC 1.5%
Value ($000) $18,360 Shares 547,994 Est. Cost $31.74 Unrealized
INTC INTEL CORP 1.5%
Value ($000) $18,217 Shares 380,325 Est. Cost $17.18 Unrealized +150.9%
CAT CATERPILLAR INC DEL 1.4%
Value ($000) $17,469 Shares 128,174 Est. Cost $61.70 Unrealized +85.9%
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $16,603 Shares 231,454 Est. Cost $44.38 Unrealized +37.1%
UNILEVER PLC 1.3%
Value ($000) $15,653 Shares 252,527 Est. Cost $40.59 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.3%
Value ($000) $15,235 Shares 200,828 Est. Cost $32.16 Unrealized +116.3%
LINDE PLC 1.2%
Value ($000) $14,947 Shares 74,436 Est. Cost $156.05 Unrealized
SO SOUTHERN COMPANY 1.1%
Value ($000) $13,746 Shares 248,667 Est. Cost $29.03 Unrealized +42.4%
SYK STRYKER CORP 1.1%
Value ($000) $13,521 Shares 65,695 Est. Cost $58.15 Unrealized +205.8%
NVO NOVO NORDISK AS 1.1%
Value ($000) $12,785 Shares 250,296 Est. Cost $43.88 Unrealized
STT STATE STRT CORP 1.1%
Value ($000) $12,781 Shares 227,926 Est. Cost $45.49 Unrealized +9.9%
CVS CVS HEALTH CORP 1.0%
Value ($000) $12,141 Shares 222,646 Est. Cost $60.73 Unrealized -28.3%
ACCENTURE PLC IRELAND 1.0%
Value ($000) $11,711 Shares 63,338 Est. Cost $167.32 Unrealized
MEDTRONIC PLC 0.9%
Value ($000) $11,533 Shares 118,259 Est. Cost $79.67 Unrealized
INTU INTUIT 0.9%
Value ($000) $11,355 Shares 43,423 Est. Cost $64.67 Unrealized +276.5%
3M CO 0.9%
Value ($000) $10,808 Shares 62,353 Est. Cost $121.71 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.9%
Value ($000) $10,560 Shares 193,153 Est. Cost $75.75 Unrealized
SBUX STARBUCKS CORP 0.8%
Value ($000) $10,276 Shares 122,355 Est. Cost $45.61 Unrealized +48.9%
AMZN AMAZON COM INC 0.8%
Value ($000) $9,253 Shares 4,882 Est. Cost $60.33 Unrealized +54.4%
QCOM QUALCOMM INC 0.8%
Value ($000) $9,249 Shares 121,522 Est. Cost $45.43 Unrealized +38.0%
ECL ECOLAB INC 0.7%
Value ($000) $7,930 Shares 40,216 Est. Cost $140.66 Unrealized +23.1%
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $7,700 Shares 193,783 Est. Cost $54.50 Unrealized -38.3%
SYY SYSCO CORP 0.6%
Value ($000) $6,949 Shares 98,266 Est. Cost $24.40 Unrealized +144.0%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $5,726 Shares 84,733 Est. Cost $61.34 Unrealized -17.1%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $5,399 Shares 23,780 Est. Cost $131.86 Unrealized +33.7%
ALCON INC 0.4%
Value ($000) $5,339 Shares 86,064 Est. Cost $62.04 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $5,075 Shares 60,341 Est. Cost $29.15 Unrealized +140.8%
GENERAL ELECTRIC CO 0.3%
Value ($000) $4,001 Shares 381,073 Est. Cost $23.28 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $3,577 Shares 82,577 Est. Cost $17.25 Unrealized +69.5%
MKC MCCORMICK & CO INC 0.3%
Value ($000) $3,442 Shares 22,204 Est. Cost $30.88 Unrealized +119.6%
DIS DISNEY WALT CO NEW 0.3%
Value ($000) $3,364 Shares 23,961 Est. Cost $112.35 Unrealized +13.9%
JPMORGAN CHASE & CO 0.2%
Value ($000) $2,902 Shares 25,957 Est. Cost $55.65 Unrealized
VISA INC 0.2%
Value ($000) $2,383 Shares 13,734 Est. Cost $103.07 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $2,337 Shares 5,093 Est. Cost $122.70 Unrealized +14.8%
IWM ISHARES TR 0.2%
Value ($000) $1,889 Shares 12,150 Est. Cost $113.75 Unrealized
ADOBE INC 0.2%
Value ($000) $1,887 Shares 6,405 Est. Cost $81.03 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,779 Shares 8,564 Est. Cost $75.36 Unrealized +125.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,598 Shares 11,179 Est. Cost $37.81 Unrealized +204.0%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,512 Shares 25,800 Est. Cost $48.54 Unrealized +15.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,457 Shares 9,665 Est. Cost $68.80 Unrealized +86.9%
EFA ISHARES TR 0.1%
Value ($000) $1,454 Shares 22,110 Est. Cost $61.73 Unrealized
VWO VANGUARD INTL EQUITY INDEX 0.1%
Value ($000) $1,358 Shares 31,918 Est. Cost $43.58 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,350 Shares 28,534 Est. Cost $31.23 Unrealized +25.1%
COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,314 Shares 4,974 Est. Cost $242.13 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $1,247 Shares 6,811 Est. Cost $143.00 Unrealized +9.7%
IBM INTL. BUSINESS MACHS 0.1%
Value ($000) $1,204 Shares 8,728 Est. Cost $112.05 Unrealized -12.0%
GLW CORNING INC 0.1%
Value ($000) $1,156 Shares 34,720 Est. Cost $16.05 Unrealized +65.8%
S&P GLOBAL INC 0.1%
Value ($000) $1,154 Shares 5,064 Est. Cost $107.23 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $1,153 Shares 6,818 Est. Cost $76.58 Unrealized +93.0%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $1,049 Shares 11,645 Est. Cost $40.35 Unrealized +85.9%
BHP BHP GROUP LTD 0.1%
Value ($000) $952 Shares 16,370 Est. Cost $44.91 Unrealized
PAYPAL HLDGS INC 0.1%
Value ($000) $950 Shares 8,300 Est. Cost $31.12 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $928 Shares 5,037 Est. Cost $94.90 Unrealized +54.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $904 Shares 7,260 Est. Cost $73.09 Unrealized +23.5%
HD HOME DEPOT INC 0.1%
Value ($000) $822 Shares 3,949 Est. Cost $66.29 Unrealized +155.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $758 Shares 14,435 Est. Cost $31.98 Unrealized +28.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $735 Shares 11,590 Est. Cost $48.96 Unrealized +21.3%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $649 Shares 9,980 Est. Cost $63.32 Unrealized
ISHARES INC 0.1%
Value ($000) $613 Shares 11,900 Est. Cost $56.01 Unrealized
CHUBB LIMITED 0.0%
Value ($000) $573 Shares 3,885 Est. Cost $147.49 Unrealized
ALPHABET INC 0.0%
Value ($000) $549 Shares 507 Est. Cost $766.99 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $533 Shares 11,752 Est. Cost $29.12 Unrealized +24.0%
LOW LOWES COS INC 0.0%
Value ($000) $488 Shares 4,828 Est. Cost $40.72 Unrealized +129.5%
ISHARES TR 0.0%
Value ($000) $470 Shares 7,635 Est. Cost $65.42 Unrealized
ABBVIE INC 0.0%
Value ($000) $458 Shares 6,300 Est. Cost $44.07 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $423 Shares 10,700 Est. Cost $19.93 Unrealized +68.7%
PIONEER NAT RES CO 0.0%
Value ($000) $423 Shares 2,775 Est. Cost $169.77 Unrealized
EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $406 Shares 2,200 Est. Cost $99.55 Unrealized
RAYTHEON CO 0.0%
Value ($000) $370 Shares 2,128 Est. Cost $66.44 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $351 Shares 4,290 Est. Cost $31.68 Unrealized +116.2%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $343 Shares 2,559 Est. Cost $78.64 Unrealized +62.4%
INDB INDEPENDENT BK CORP MA 0.0%
Value ($000) $339 Shares 4,450 Est. Cost $33.60 Unrealized +87.5%
WMT WALMART INC 0.0%
Value ($000) $320 Shares 2,900 Est. Cost $21.01 Unrealized +49.0%
DE DEERE & CO 0.0%
Value ($000) $298 Shares 1,800 Est. Cost $102.78 Unrealized +37.6%
EEM ISHARES TR 0.0%
Value ($000) $290 Shares 6,760 Est. Cost $39.48 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $247 Shares 5,220 Est. Cost $49.76 Unrealized
DOMINION ENERGY INC 0.0%
Value ($000) $247 Shares 3,200 Est. Cost $58.69 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $236 Shares 4,372 Est. Cost $38.76 Unrealized +13.8%
EVERSOURCE ENERGY 0.0%
Value ($000) $233 Shares 3,075 Est. Cost $75.77 Unrealized
VANGUARD WORLD FDS 0.0%
Value ($000) $232 Shares 1,100 Est. Cost $200.91 Unrealized
SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $231 Shares 650 Est. Cost $344.62 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $231 Shares 2,000 Est. Cost $91.54 Unrealized +6.4%
RY ROYAL BK CDA MONTREAL QUE 0.0%
Value ($000) $226 Shares 2,852 Est. Cost $75.64 Unrealized +3.3%
IVV ISHARES TR 0.0%
Value ($000) $217 Shares 735 Est. Cost $284.35 Unrealized