STRATEGY ASSET MANAGERS LLC Diversified Active

CIK: 0001166716 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 12, 2014

Total Value ($000): $457,576 (100.0% shares, 0.0% debt)

Holdings (134)

LMT LOCKHEED MARTIN CORP 3.5%
Value ($000) $15,877 Shares 86,865 Est. Cost $76.97 Unrealized +62.3%
JNJ JOHNSON & JOHNSON 3.3%
Value ($000) $14,986 Shares 140,590 Est. Cost $59.66 Unrealized +26.7%
CVS CVS HEALTH CORP 3.3%
Value ($000) $14,946 Shares 187,785 Est. Cost $41.44 Unrealized +38.7%
DOW CHEM CO 3.2%
Value ($000) $14,576 Shares 277,964 Est. Cost $45.46 Unrealized
AXP AMERICAN EXPRESS CO 2.8%
Value ($000) $12,962 Shares 148,067 Est. Cost $60.18 Unrealized +27.1%
BAKER HUGHES INC 2.7%
Value ($000) $12,261 Shares 188,450 Est. Cost $51.72 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $12,142 Shares 261,910 Est. Cost $26.75 Unrealized +40.8%
DIS DISNEY WALT CO 2.5%
Value ($000) $11,516 Shares 129,349 Est. Cost $56.11 Unrealized +41.3%
MRK MERCK & CO INC NEW 2.4%
Value ($000) $11,203 Shares 188,988 Est. Cost $30.06 Unrealized +31.0%
COMCAST CORP NEW CL A 2.4%
Value ($000) $10,801 Shares 200,840 Est. Cost $53.78 Unrealized
BMY BRISTOL MYERS SQUIBB CO 2.4%
Value ($000) $10,763 Shares 210,295 Est. Cost $33.05 Unrealized +3.5%
RY ROYAL BK CDA MONTREAL QUE 2.3%
Value ($000) $10,710 Shares 149,890 Est. Cost $62.30 Unrealized +18.1%
HON HONEYWELL INTL INC 2.3%
Value ($000) $10,389 Shares 111,571 Est. Cost $55.28 Unrealized +21.4%
J P MORGAN CHASE & CO COM 2.3%
Value ($000) $10,335 Shares 171,565 Est. Cost $60.24 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 2.2%
Value ($000) $10,126 Shares 188,391 Est. Cost $39.46 Unrealized
ROYAL DUTCH SHELL PLC 2.2%
Value ($000) $9,993 Shares 131,261 Est. Cost $64.64 Unrealized
ORACLE CORP COM 2.2%
Value ($000) $9,846 Shares 257,205 Est. Cost $38.28 Unrealized
AIG AMERICAN INTL GROUP INC 2.1%
Value ($000) $9,824 Shares 181,868 Est. Cost $37.86 Unrealized +10.4%
E M C CORP MASS 2.1%
Value ($000) $9,805 Shares 335,112 Est. Cost $23.75 Unrealized
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $9,773 Shares 116,712 Est. Cost $55.07 Unrealized +8.5%
NSRGY NESTLE S A SPONSORED ADR 2.1%
Value ($000) $9,643 Shares 131,161 Est. Cost $65.66 Unrealized
CISCO SYS INC COM 2.0%
Value ($000) $9,198 Shares 365,448 Est. Cost $25.17 Unrealized
FLR FLUOR CORP NEW 1.9%
Value ($000) $8,805 Shares 131,824 Est. Cost $53.62 Unrealized +22.4%
F FORD MTR CO DEL 1.8%
Value ($000) $8,380 Shares 566,625 Est. Cost $9.36 Unrealized +0.2%
L LOEWS CORP 1.8%
Value ($000) $8,315 Shares 199,587 Est. Cost $42.07 Unrealized -3.2%
REALOGY HLDGS CORP COM 1.7%
Value ($000) $7,628 Shares 205,043 Est. Cost $37.20 Unrealized
SEADRILL LIMITED 1.4%
Value ($000) $6,461 Shares 241,429 Est. Cost $39.94 Unrealized
DISCOVER FINL SVCS 1.0%
Value ($000) $4,449 Shares 69,094 Est. Cost $47.64 Unrealized
ADOBE SYS INC COM 0.9%
Value ($000) $4,148 Shares 59,947 Est. Cost $69.19 Unrealized
NSC NORFOLK SOUTHERN CORP 0.8%
Value ($000) $3,570 Shares 31,989 Est. Cost $79.25 Unrealized +4.2%
ECL ECOLAB INC 0.8%
Value ($000) $3,534 Shares 30,776 Est. Cost $73.48 Unrealized +35.1%
MAR MARRIOTT INTL INC NEW 0.8%
Value ($000) $3,449 Shares 49,347 Est. Cost $52.89 Unrealized +14.5%
AMERISOURCEBERGEN CORP COM 0.8%
Value ($000) $3,446 Shares 44,582 Est. Cost $77.30 Unrealized
FISV FISERV INC 0.7%
Value ($000) $3,422 Shares 52,942 Est. Cost $24.41 Unrealized +29.5%
TRAVELERS COMPANIES COM 0.7%
Value ($000) $3,381 Shares 35,994 Est. Cost $93.93 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $3,380 Shares 24,466 Est. Cost $115.39 Unrealized +15.4%
AVAGO TECHNOLOGIES LTD SHS 0.7%
Value ($000) $3,376 Shares 38,805 Est. Cost $87.00 Unrealized
LYONDELLBASELL INDUSTR SHS - A - 0.7%
Value ($000) $3,196 Shares 29,412 Est. Cost $108.66 Unrealized
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $3,190 Shares 25,103 Est. Cost $95.05 Unrealized 0.0%
ACTAVIS PLC SHS 0.7%
Value ($000) $3,151 Shares 13,059 Est. Cost $241.29 Unrealized
PEABODY ENERGY CORP 0.7%
Value ($000) $3,137 Shares 253,413 Est. Cost $14.59 Unrealized
3M CO COM 0.7%
Value ($000) $3,054 Shares 21,557 Est. Cost $141.67 Unrealized
MCO MOODYS CORP 0.7%
Value ($000) $3,011 Shares 31,862 Est. Cost $81.56 Unrealized 0.0%
SANDISK CORP COM 0.7%
Value ($000) $2,975 Shares 30,376 Est. Cost $97.94 Unrealized
CIGNA CORPORATION 0.6%
Value ($000) $2,971 Shares 32,759 Est. Cost $76.85 Unrealized
PPG PPG INDS INC 0.6%
Value ($000) $2,911 Shares 14,798 Est. Cost $64.61 Unrealized +29.1%
HOSPIRA INC 0.6%
Value ($000) $2,902 Shares 55,773 Est. Cost $51.37 Unrealized
AON PLC SHS CL A 0.6%
Value ($000) $2,890 Shares 32,962 Est. Cost $87.68 Unrealized
AMAT APPLIED MATLS INC 0.6%
Value ($000) $2,889 Shares 133,689 Est. Cost $17.58 Unrealized +9.0%
MOLSON COORS BREWING CL B 0.6%
Value ($000) $2,887 Shares 38,777 Est. Cost $74.45 Unrealized
VFC V F CORP 0.6%
Value ($000) $2,817 Shares 42,661 Est. Cost $59.82 Unrealized 0.0%
ALL ALLSTATE CORP 0.6%
Value ($000) $2,809 Shares 45,764 Est. Cost $46.95 Unrealized 0.0%
HAL HALLIBURTON CO 0.6%
Value ($000) $2,806 Shares 43,501 Est. Cost $51.48 Unrealized +7.2%
DEVON ENERGY CORP NEW COM 0.6%
Value ($000) $2,802 Shares 41,103 Est. Cost $68.17 Unrealized
EQT CORP 0.6%
Value ($000) $2,758 Shares 30,128 Est. Cost $91.54 Unrealized
ITW ILLINOIS TOOL WKS INC 0.6%
Value ($000) $2,756 Shares 32,651 Est. Cost $66.18 Unrealized 0.0%
BF/B BROWN FORMAN CORP 0.6%
Value ($000) $2,713 Shares 30,068 Est. Cost $30.17 Unrealized 0.0%
TIFFANY & CO NEW 0.6%
Value ($000) $2,703 Shares 28,066 Est. Cost $96.31 Unrealized
AZO AUTOZONE INC 0.6%
Value ($000) $2,688 Shares 5,274 Est. Cost $526.64 Unrealized 0.0%
O REILLY AUTOMOTIVE COM 0.6%
Value ($000) $2,688 Shares 17,874 Est. Cost $150.39 Unrealized
STT STATE STR CORP 0.6%
Value ($000) $2,686 Shares 36,490 Est. Cost $49.27 Unrealized +5.7%
AETNA INC NEW COM 0.6%
Value ($000) $2,668 Shares 32,935 Est. Cost $81.01 Unrealized
NIELSEN N V COM 0.6%
Value ($000) $2,581 Shares 58,228 Est. Cost $44.33 Unrealized
HARRIS CORP DEL 0.6%
Value ($000) $2,565 Shares 38,630 Est. Cost $66.40 Unrealized
HARMAN INTL INDS INC 0.6%
Value ($000) $2,524 Shares 25,748 Est. Cost $98.03 Unrealized
GLW CORNING INC 0.5%
Value ($000) $2,501 Shares 129,306 Est. Cost $15.47 Unrealized 0.0%
NRG NRG ENERGY INC 0.5%
Value ($000) $2,496 Shares 81,885 Est. Cost $26.64 Unrealized -8.9%
PCAR PACCAR INC 0.5%
Value ($000) $2,318 Shares 40,760 Est. Cost $27.07 Unrealized 0.0%
WALGREEN CO 0.5%
Value ($000) $2,310 Shares 38,973 Est. Cost $74.14 Unrealized
ST JUDE MED INC 0.5%
Value ($000) $2,287 Shares 38,038 Est. Cost $60.12 Unrealized
EOG RES INC COM 0.5%
Value ($000) $2,280 Shares 23,024 Est. Cost $99.03 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.5%
Value ($000) $2,239 Shares 99,136 Est. Cost $25.67 Unrealized 0.0%
NABORS INDUSTRIES LTD SHS 0.5%
Value ($000) $2,085 Shares 91,596 Est. Cost $22.76 Unrealized
EXXON MOBIL CORP COM 0.4%
Value ($000) $1,890 Shares 20,092 Est. Cost $94.07 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,360 Shares 46,009 Est. Cost $16.72 Unrealized +4.4%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,253 Shares 26,265 Est. Cost $26.42 Unrealized +33.0%
VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $1,180 Shares 23,598 Est. Cost $50.00 Unrealized
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $1,135 Shares 15,820 Est. Cost $54.60 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $1,080 Shares 23,819 Est. Cost $33.98 Unrealized +8.9%
SYY SYSCO CORP 0.2%
Value ($000) $1,071 Shares 28,220 Est. Cost $24.64 Unrealized +11.9%
RAYTHEON CO 0.2%
Value ($000) $1,013 Shares 9,964 Est. Cost $66.12 Unrealized
ALTRIA GROUP INC COM 0.2%
Value ($000) $913 Shares 19,882 Est. Cost $45.92 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $852 Shares 17,919 Est. Cost $31.48 Unrealized +15.7%
BARD C R INC 0.2%
Value ($000) $838 Shares 5,871 Est. Cost $108.66 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $739 Shares 15,657 Est. Cost $14.78 Unrealized +27.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $738 Shares 3,887 Est. Cost $117.36 Unrealized -2.6%
ABBVIE INC COM 0.2%
Value ($000) $733 Shares 12,697 Est. Cost $57.73 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $708 Shares 7,466 Est. Cost $71.59 Unrealized -0.5%
SPDR INDEX SHS FDS S&P INTL ETF 0.2%
Value ($000) $707 Shares 15,285 Est. Cost $46.25 Unrealized
NATIONAL GRID PLC 0.2%
Value ($000) $690 Shares 9,593 Est. Cost $59.02 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $588 Shares 7,869 Est. Cost $42.17 Unrealized +8.2%
TARGA RES CORP COM 0.1%
Value ($000) $512 Shares 3,763 Est. Cost $136.06 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $507 Shares 11,039 Est. Cost $45.93 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $482 Shares 4,785 Est. Cost $18.02 Unrealized +20.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $461 Shares 7,364 Est. Cost $46.94 Unrealized +1.8%
PEP PEPSICO INC 0.1%
Value ($000) $459 Shares 4,927 Est. Cost $57.17 Unrealized +13.5%
ZIMMER HLDGS INC COM 0.1%
Value ($000) $459 Shares 4,560 Est. Cost $100.66 Unrealized
METLIFE INC COM 0.1%
Value ($000) $440 Shares 8,187 Est. Cost $53.74 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $410 Shares 3,600 Est. Cost $80.28 Unrealized +19.2%
CONOCOPHILLIPS COM 0.1%
Value ($000) $400 Shares 5,227 Est. Cost $76.53 Unrealized
INTERCONTINENTAL HTLS SPONS ADR NEW 0.1%
Value ($000) $400 Shares 10,338 Est. Cost $38.69 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $383 Shares 3,564 Est. Cost $63.06 Unrealized +12.3%
HD HOME DEPOT INC 0.1%
Value ($000) $382 Shares 4,159 Est. Cost $57.67 Unrealized +14.0%
HSY HERSHEY CO 0.1%
Value ($000) $382 Shares 4,000 Est. Cost $65.69 Unrealized +7.5%
TER TERADYNE INC 0.1%
Value ($000) $378 Shares 19,500 Est. Cost $16.03 Unrealized +13.3%
KO COCA COLA CO 0.1%
Value ($000) $371 Shares 8,707 Est. Cost $27.85 Unrealized +3.6%
CENTURYLINK INC 0.1%
Value ($000) $364 Shares 8,891 Est. Cost $35.55 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $364 Shares 5,700 Est. Cost $32.81 Unrealized +45.9%
BAX BAXTER INTL INC 0.1%
Value ($000) $357 Shares 4,974 Est. Cost $30.42 Unrealized +9.9%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $351 Shares 3,575 Est. Cost $64.41 Unrealized +3.0%
KINDER MORGAN INC KANS COM 0.1%
Value ($000) $341 Shares 8,895 Est. Cost $38.34 Unrealized
HSBC HSBC HLDGS PLC 0.1%
Value ($000) $341 Shares 6,711 Est. Cost $50.84 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $337 Shares 3,400 Est. Cost $61.55 Unrealized +28.8%
GENERAL ELECTRIC CO 0.1%
Value ($000) $329 Shares 12,830 Est. Cost $25.91 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $324 Shares 3,186 Est. Cost $54.09 Unrealized +46.9%
L-3 COMMUNICATIONS HLDGS INC 0.1%
Value ($000) $321 Shares 2,700 Est. Cost $85.56 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $314 Shares 5,340 Est. Cost $55.09 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $308 Shares 2,338 Est. Cost $62.64 Unrealized +67.0%
CHUBB CORP 0.1%
Value ($000) $304 Shares 3,340 Est. Cost $84.65 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $296 Shares 2,480 Est. Cost $71.30 Unrealized +10.1%
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $294 Shares 2,500 Est. Cost $120.76 Unrealized
HI-CRUSH PARTNERS LP 0.1%
Value ($000) $287 Shares 5,571 Est. Cost $41.28 Unrealized
KKR & CO LP 0.1%
Value ($000) $284 Shares 12,715 Est. Cost $22.34 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $272 Shares 3,267 Est. Cost $49.74 Unrealized -3.7%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $255 Shares 1,976 Est. Cost $117.60 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $253 Shares 3,533 Est. Cost $53.46 Unrealized +19.1%
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $228 Shares 4,113 Est. Cost $24.17 Unrealized +25.1%
AT&T INC COM 0.0%
Value ($000) $227 Shares 6,446 Est. Cost $35.22 Unrealized
GENERAL MTRS CORP COM 0.0%
Value ($000) $224 Shares 7,000 Est. Cost $32.00 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $219 Shares 12,860 Est. Cost $13.03 Unrealized -3.5%
SPDR TR UNIT SER 1 0.0%
Value ($000) $214 Shares 1,084 Est. Cost $197.42 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $209 Shares 2,732 Est. Cost $19.98 Unrealized +1.6%
REYNOLDS AMERICAN INC 0.0%
Value ($000) $206 Shares 3,497 Est. Cost $60.34 Unrealized
NATURAL RESOURCE PRTNR COM UNIT L P 0.0%
Value ($000) $176 Shares 13,517 Est. Cost $13.02 Unrealized