HALL LAURIE J TRUSTEE Diversified Active

CIK: 0001388382 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 15, 2013

Total Value ($000): $118,698 (100.0% shares, 0.0% debt)

Holdings (83)

GENERAL ELECTRIC CO 7.5%
Value ($000) $8,937 Shares 374,104 Est. Cost $23.19 Unrealized
XOM EXXON MOBIL CORP 5.6%
Value ($000) $6,663 Shares 77,440 Est. Cost $53.69 Unrealized +0.9%
PG PROCTER & GAMBLE CO 5.3%
Value ($000) $6,249 Shares 82,666 Est. Cost $55.00 Unrealized +2.2%
MMM 3M CO 4.4%
Value ($000) $5,242 Shares 43,904 Est. Cost $61.26 Unrealized +7.7%
JNJ JOHNSON AND JOHNSON 4.3%
Value ($000) $5,098 Shares 58,804 Est. Cost $59.66 Unrealized +6.5%
MSFT MICROSOFT CORP 3.6%
Value ($000) $4,269 Shares 128,294 Est. Cost $26.70 Unrealized +1.1%
PEP PEPSICO INC 3.4%
Value ($000) $4,026 Shares 50,649 Est. Cost $56.00 Unrealized +1.4%
TIME WARNER INC 3.2%
Value ($000) $3,767 Shares 57,243 Est. Cost $57.82 Unrealized
INTC INTEL CORP 2.9%
Value ($000) $3,420 Shares 149,197 Est. Cost $17.17 Unrealized -1.6%
EFA ISHARES 2.5%
Value ($000) $2,915 Shares 45,683 Est. Cost $57.29 Unrealized
ABBV ABBVIE INC 2.4%
Value ($000) $2,863 Shares 64,011 Est. Cost $26.55 Unrealized +2.3%
SPY SPDR 2.4%
Value ($000) $2,856 Shares 16,999 Est. Cost $160.69 Unrealized
STT STATE STREET CORPORATION 2.3%
Value ($000) $2,740 Shares 41,672 Est. Cost $44.60 Unrealized +10.4%
EMR EMERSON ELECTRIC CO 2.2%
Value ($000) $2,580 Shares 39,875 Est. Cost $40.02 Unrealized +9.5%
SYK STRYKER CORP 2.1%
Value ($000) $2,504 Shares 37,040 Est. Cost $56.92 Unrealized +4.4%
CIGNA CORP 2.1%
Value ($000) $2,475 Shares 32,200 Est. Cost $72.48 Unrealized
ABT ABBOTT LABORATORIES 1.8%
Value ($000) $2,115 Shares 63,736 Est. Cost $28.85 Unrealized -4.0%
VTI VANGUARD 1.6%
Value ($000) $1,928 Shares 22,000 Est. Cost $82.89 Unrealized
QCOM QUALCOMM INC 1.6%
Value ($000) $1,892 Shares 28,105 Est. Cost $45.06 Unrealized +3.3%
CVX CHEVRON CORP 1.6%
Value ($000) $1,855 Shares 15,271 Est. Cost $71.30 Unrealized +2.5%
ADP AUTOMATIC DATA PROCESSING INC 1.5%
Value ($000) $1,797 Shares 24,816 Est. Cost $45.09 Unrealized +7.2%
XILINX INC 1.5%
Value ($000) $1,728 Shares 36,885 Est. Cost $39.61 Unrealized
WALGREEN COMPANY 1.4%
Value ($000) $1,701 Shares 31,620 Est. Cost $44.22 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $1,696 Shares 59,049 Est. Cost $16.46 Unrealized -0.6%
AMAT APPLIED MATERIALS 1.4%
Value ($000) $1,638 Shares 93,400 Est. Cost $12.22 Unrealized +10.8%
AMGN AMGEN INC 1.3%
Value ($000) $1,576 Shares 14,080 Est. Cost $73.34 Unrealized +5.0%
APD AIR PRODUCTS & CHEMICALS INC 1.3%
Value ($000) $1,557 Shares 14,610 Est. Cost $61.55 Unrealized +13.9%
MRK MERCK & CO INC 1.3%
Value ($000) $1,488 Shares 31,247 Est. Cost $30.06 Unrealized +3.0%
SLB SCHLUMBERGER LIMITED 1.2%
Value ($000) $1,428 Shares 16,167 Est. Cost $52.90 Unrealized +11.5%
CELGENE CORP 1.2%
Value ($000) $1,427 Shares 9,255 Est. Cost $116.93 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $1,340 Shares 2,812 Est. Cost $13.18 Unrealized +8.3%
STATOIL ASA 1.1%
Value ($000) $1,321 Shares 58,245 Est. Cost $20.68 Unrealized
BND VANGUARD 1.1%
Value ($000) $1,294 Shares 16,000 Est. Cost $80.88 Unrealized
GOOGLE INC 1.1%
Value ($000) $1,253 Shares 1,431 Est. Cost $880.49 Unrealized
SYY SYSCO CORP 1.0%
Value ($000) $1,219 Shares 38,285 Est. Cost $24.40 Unrealized -1.7%
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $963 Shares 8,483 Est. Cost $110.02 Unrealized +4.9%
ROYAL DUTCH SHELL PLC 0.7%
Value ($000) $863 Shares 12,525 Est. Cost $66.29 Unrealized
TIME WARNER CABLE INC 0.7%
Value ($000) $850 Shares 7,613 Est. Cost $112.44 Unrealized
USB US BANCORP 0.7%
Value ($000) $847 Shares 23,150 Est. Cost $22.41 Unrealized +8.6%
MEDTRONIC INC 0.7%
Value ($000) $833 Shares 15,635 Est. Cost $51.49 Unrealized
TGT TARGET CORP 0.7%
Value ($000) $778 Shares 12,155 Est. Cost $47.95 Unrealized -1.6%
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $752 Shares 12,831 Est. Cost $52.53 Unrealized
BAKER HUGHES INC 0.6%
Value ($000) $689 Shares 14,030 Est. Cost $46.12 Unrealized
ANADARKO PETROLEUM CORP 0.6%
Value ($000) $677 Shares 7,280 Est. Cost $85.90 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.6%
Value ($000) $670 Shares 3,619 Est. Cost $118.94 Unrealized -6.2%
JPM JP MORGAN CHASE & CO 0.5%
Value ($000) $649 Shares 12,564 Est. Cost $36.24 Unrealized +6.3%
WFC WELLS FARGO & COMPANY 0.5%
Value ($000) $639 Shares 15,468 Est. Cost $27.36 Unrealized +10.3%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $613 Shares 26,178 Est. Cost $15.24 Unrealized +11.1%
FISV FISERV INC 0.5%
Value ($000) $591 Shares 5,840 Est. Cost $21.93 Unrealized +10.3%
BAX BAXTER INTERNATIONAL INC 0.5%
Value ($000) $545 Shares 8,295 Est. Cost $30.42 Unrealized +2.1%
GNTX GENTEX CORP 0.4%
Value ($000) $502 Shares 19,630 Est. Cost $11.27 Unrealized +5.2%
PCAR PACCAR INC 0.4%
Value ($000) $496 Shares 8,914 Est. Cost $21.67 Unrealized +8.2%
KO COCA COLA CO 0.4%
Value ($000) $474 Shares 12,530 Est. Cost $27.85 Unrealized -3.9%
CREE INC 0.4%
Value ($000) $463 Shares 7,700 Est. Cost $63.64 Unrealized
PH PARKER HANNIFIN CORPORATION 0.4%
Value ($000) $459 Shares 4,219 Est. Cost $75.97 Unrealized +10.3%
T AT&T INC 0.4%
Value ($000) $456 Shares 13,487 Est. Cost $11.40 Unrealized -3.9%
HEWLETT-PACKARD CO 0.4%
Value ($000) $422 Shares 20,094 Est. Cost $24.78 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $383 Shares 11,555 Est. Cost $27.58 Unrealized -1.9%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $381 Shares 4,138 Est. Cost $79.76 Unrealized +8.8%
TJX TJX COS INC NEW 0.3%
Value ($000) $378 Shares 6,700 Est. Cost $20.82 Unrealized +8.2%
MDY SPDR 0.3%
Value ($000) $376 Shares 1,660 Est. Cost $210.24 Unrealized
D DOMINION RESOURCES INC VA 0.3%
Value ($000) $351 Shares 5,620 Est. Cost $34.53 Unrealized +2.3%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $343 Shares 5,780 Est. Cost $44.38 Unrealized +0.4%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $342 Shares 4,535 Est. Cost $59.62 Unrealized +6.1%
NVS NOVARTIS AG 0.3%
Value ($000) $311 Shares 4,055 Est. Cost $70.78 Unrealized
UNILEVER N V 0.3%
Value ($000) $309 Shares 8,192 Est. Cost $39.31 Unrealized
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $301 Shares 3,941 Est. Cost $49.85 Unrealized +9.9%
NOK NOKIA CORP 0.3%
Value ($000) $299 Shares 45,900 Est. Cost $3.75 Unrealized
IGSB ISHARES 0.3%
Value ($000) $298 Shares 2,832 Est. Cost $105.21 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.2%
Value ($000) $296 Shares 3,300 Est. Cost $40.31 Unrealized +5.4%
GWW WW GRAINGER INC 0.2%
Value ($000) $294 Shares 1,125 Est. Cost $201.89 Unrealized +5.4%
APACHE CORPORATION 0.2%
Value ($000) $290 Shares 3,412 Est. Cost $83.82 Unrealized
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $286 Shares 2,650 Est. Cost $92.95 Unrealized
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $281 Shares 4,680 Est. Cost $26.17 Unrealized -1.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $281 Shares 4,365 Est. Cost $56.11 Unrealized +1.5%
AMZN AMAZON.COM INC 0.2%
Value ($000) $255 Shares 815 Est. Cost $13.32 Unrealized +11.9%
ALNY ALNYLAM PHARMACEUTICALS INC 0.2%
Value ($000) $243 Shares 3,800 Est. Cost $49.85 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $238 Shares 5,089 Est. Cost $26.93 Unrealized -3.0%
ZBH ZIMMER HOLDINGS INC 0.2%
Value ($000) $234 Shares 2,849 Est. Cost $67.30 Unrealized +5.6%
ZTS ZOETIS INC 0.2%
Value ($000) $230 Shares 7,400 Est. Cost $29.32 Unrealized -5.2%
MONSANTO CO 0.2%
Value ($000) $209 Shares 2,000 Est. Cost $104.50 Unrealized
DVN DEVON ENERGY CORP 0.2%
Value ($000) $201 Shares 3,480 Est. Cost $38.10 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $200 Shares 4,600 Est. Cost $33.72 Unrealized 0.0%