HALL LAURIE J TRUSTEE Diversified Active

CIK: 0001388382 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 21, 2014

Total Value ($000): $130,049 (100.0% shares, 0.0% debt)

Holdings (86)

GENERAL ELECTRIC CO 8.1%
Value ($000) $10,500 Shares 374,604 Est. Cost $23.19 Unrealized
XOM EXXON MOBIL CORP 6.0%
Value ($000) $7,815 Shares 77,226 Est. Cost $53.69 Unrealized +4.2%
PG PROCTER & GAMBLE CO 5.1%
Value ($000) $6,683 Shares 82,091 Est. Cost $55.00 Unrealized +5.5%
MMM 3M CO 4.7%
Value ($000) $6,157 Shares 43,904 Est. Cost $61.26 Unrealized +18.6%
JNJ JOHNSON AND JOHNSON 4.1%
Value ($000) $5,386 Shares 58,804 Est. Cost $59.66 Unrealized +10.2%
MSFT MICROSOFT CORP 3.7%
Value ($000) $4,799 Shares 128,294 Est. Cost $26.70 Unrealized +12.4%
PEP PEPSICO INC 3.2%
Value ($000) $4,201 Shares 50,649 Est. Cost $56.00 Unrealized +3.1%
TIME WARNER INC 3.1%
Value ($000) $3,991 Shares 57,243 Est. Cost $57.82 Unrealized
INTC INTEL CORP 3.0%
Value ($000) $3,867 Shares 148,997 Est. Cost $17.17 Unrealized +4.4%
ABBV ABBVIE INC 2.6%
Value ($000) $3,380 Shares 64,011 Est. Cost $26.55 Unrealized +14.5%
SPY SPDR 2.5%
Value ($000) $3,193 Shares 17,289 Est. Cost $161.10 Unrealized
EFA ISHARES 2.3%
Value ($000) $3,050 Shares 45,448 Est. Cost $57.29 Unrealized
STT STATE STREET CORPORATION 2.3%
Value ($000) $3,044 Shares 41,482 Est. Cost $44.60 Unrealized +13.5%
EMR EMERSON ELECTRIC CO 2.2%
Value ($000) $2,798 Shares 39,875 Est. Cost $40.02 Unrealized +20.4%
SYK STRYKER CORP 2.1%
Value ($000) $2,754 Shares 36,642 Est. Cost $56.92 Unrealized +10.8%
CIGNA CORP 2.0%
Value ($000) $2,603 Shares 29,750 Est. Cost $72.48 Unrealized
ABT ABBOTT LABORATORIES 1.9%
Value ($000) $2,443 Shares 63,736 Est. Cost $28.85 Unrealized +1.3%
VTI VANGUARD 1.6%
Value ($000) $2,110 Shares 22,000 Est. Cost $82.89 Unrealized
QCOM QUALCOMM INC 1.6%
Value ($000) $2,087 Shares 28,105 Est. Cost $45.06 Unrealized +11.8%
ADP AUTOMATIC DATA PROCESSING INC 1.5%
Value ($000) $1,976 Shares 24,466 Est. Cost $45.09 Unrealized +14.1%
CVX CHEVRON CORP 1.4%
Value ($000) $1,851 Shares 14,815 Est. Cost $71.30 Unrealized +1.7%
PFE PFIZER INC 1.4%
Value ($000) $1,809 Shares 59,049 Est. Cost $16.46 Unrealized +7.1%
WALGREEN COMPANY 1.4%
Value ($000) $1,787 Shares 31,120 Est. Cost $44.22 Unrealized
XILINX INC 1.3%
Value ($000) $1,668 Shares 36,325 Est. Cost $39.61 Unrealized
SLB SCHLUMBERGER LIMITED 1.3%
Value ($000) $1,631 Shares 18,092 Est. Cost $54.19 Unrealized +20.0%
AMGN AMGEN INC 1.2%
Value ($000) $1,606 Shares 14,080 Est. Cost $73.34 Unrealized +10.6%
AAPL APPLE INC 1.2%
Value ($000) $1,578 Shares 2,812 Est. Cost $13.18 Unrealized +24.2%
MRK MERCK & CO INC 1.2%
Value ($000) $1,564 Shares 31,247 Est. Cost $30.06 Unrealized +4.1%
CELGENE CORP 1.2%
Value ($000) $1,564 Shares 9,255 Est. Cost $116.93 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 1.2%
Value ($000) $1,557 Shares 13,930 Est. Cost $61.55 Unrealized +21.6%
GOOGLE INC 1.2%
Value ($000) $1,508 Shares 1,346 Est. Cost $880.49 Unrealized
SYY SYSCO CORP 1.1%
Value ($000) $1,382 Shares 38,285 Est. Cost $24.40 Unrealized -0.1%
AMAT APPLIED MATERIALS 1.0%
Value ($000) $1,309 Shares 74,069 Est. Cost $12.22 Unrealized +21.6%
BND VANGUARD 1.0%
Value ($000) $1,281 Shares 16,000 Est. Cost $80.88 Unrealized
STATOIL ASA 0.9%
Value ($000) $1,135 Shares 47,045 Est. Cost $20.68 Unrealized
TIME WARNER CABLE INC 0.8%
Value ($000) $1,032 Shares 7,613 Est. Cost $112.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $1,001 Shares 8,438 Est. Cost $110.02 Unrealized +5.1%
USB US BANCORP 0.7%
Value ($000) $935 Shares 23,150 Est. Cost $22.41 Unrealized +13.2%
MEDTRONIC INC 0.7%
Value ($000) $897 Shares 15,635 Est. Cost $51.49 Unrealized
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $833 Shares 12,831 Est. Cost $52.53 Unrealized
BAKER HUGHES INC 0.6%
Value ($000) $775 Shares 14,030 Est. Cost $46.12 Unrealized
TGT TARGET CORP 0.6%
Value ($000) $769 Shares 12,155 Est. Cost $47.95 Unrealized -7.0%
FISV FISERV INC 0.6%
Value ($000) $761 Shares 12,880 Est. Cost $24.69 Unrealized +9.3%
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $734 Shares 12,564 Est. Cost $36.24 Unrealized +9.4%
WFC WELLS FARGO & COMPANY 0.5%
Value ($000) $702 Shares 15,468 Est. Cost $27.36 Unrealized +12.4%
IBM INTERNATIONAL BUSINESS MACHINES 0.5%
Value ($000) $688 Shares 3,669 Est. Cost $118.77 Unrealized -10.4%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $657 Shares 8,750 Est. Cost $66.29 Unrealized
GNTX GENTEX CORP 0.5%
Value ($000) $624 Shares 18,930 Est. Cost $11.27 Unrealized +30.0%
BAX BAXTER INTERNATIONAL INC 0.5%
Value ($000) $587 Shares 8,445 Est. Cost $30.40 Unrealized -3.9%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $587 Shares 26,178 Est. Cost $15.24 Unrealized -0.2%
ANADARKO PETROLEUM CORP 0.4%
Value ($000) $569 Shares 7,170 Est. Cost $85.90 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $564 Shares 8,850 Est. Cost $22.01 Unrealized +16.8%
HEWLETT-PACKARD CO 0.4%
Value ($000) $557 Shares 19,919 Est. Cost $24.78 Unrealized
PH PARKER HANNIFIN CORPORATION 0.4%
Value ($000) $543 Shares 4,219 Est. Cost $75.97 Unrealized +25.1%
PCAR PACCAR INC 0.4%
Value ($000) $527 Shares 8,914 Est. Cost $21.67 Unrealized +10.8%
KO COCA COLA CO 0.4%
Value ($000) $518 Shares 12,530 Est. Cost $27.85 Unrealized -3.3%
T AT&T INC 0.4%
Value ($000) $463 Shares 13,162 Est. Cost $11.40 Unrealized -2.0%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $461 Shares 4,138 Est. Cost $79.76 Unrealized +19.9%
MDY SPDR 0.3%
Value ($000) $454 Shares 1,860 Est. Cost $213.88 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $442 Shares 11,555 Est. Cost $27.58 Unrealized +4.4%
CREE INC 0.3%
Value ($000) $417 Shares 6,673 Est. Cost $63.64 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $411 Shares 4,535 Est. Cost $59.62 Unrealized +16.2%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $377 Shares 5,780 Est. Cost $44.38 Unrealized +9.1%
D DOMINION RESOURCES INC VA 0.3%
Value ($000) $364 Shares 5,620 Est. Cost $34.53 Unrealized +12.1%
DIS DISNEY WALT CO 0.3%
Value ($000) $333 Shares 4,365 Est. Cost $56.11 Unrealized +9.9%
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $331 Shares 3,941 Est. Cost $49.85 Unrealized +19.3%
UNILEVER N V 0.3%
Value ($000) $330 Shares 8,192 Est. Cost $39.31 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $325 Shares 815 Est. Cost $13.32 Unrealized +35.0%
NVS NOVARTIS AG 0.2%
Value ($000) $318 Shares 3,955 Est. Cost $70.78 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.2%
Value ($000) $311 Shares 3,300 Est. Cost $40.31 Unrealized +12.9%
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $303 Shares 4,580 Est. Cost $26.17 Unrealized +4.1%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $302 Shares 2,650 Est. Cost $92.95 Unrealized
APACHE CORPORATION 0.2%
Value ($000) $294 Shares 3,412 Est. Cost $83.82 Unrealized
GWW WW GRAINGER INC 0.2%
Value ($000) $287 Shares 1,125 Est. Cost $201.89 Unrealized +5.7%
IGSB ISHARES 0.2%
Value ($000) $269 Shares 2,548 Est. Cost $105.21 Unrealized
ZBH ZIMMER HOLDINGS INC 0.2%
Value ($000) $265 Shares 2,849 Est. Cost $67.30 Unrealized +16.3%
ALNY ALNYLAM PHARMACEUTICALS INC 0.2%
Value ($000) $244 Shares 3,800 Est. Cost $49.85 Unrealized +19.7%
ZTS ZOETIS INC 0.2%
Value ($000) $242 Shares 7,400 Est. Cost $29.32 Unrealized -1.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $237 Shares 4,822 Est. Cost $26.93 Unrealized -1.2%
PRAXAIR INC 0.2%
Value ($000) $237 Shares 1,825 Est. Cost $129.86 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $222 Shares 4,600 Est. Cost $33.72 Unrealized +10.9%
MONSANTO CO 0.2%
Value ($000) $221 Shares 1,900 Est. Cost $104.50 Unrealized
DVN DEVON ENERGY CORP 0.2%
Value ($000) $215 Shares 3,480 Est. Cost $38.10 Unrealized +7.7%
CVS CVS CAREMARK CORPORATION 0.2%
Value ($000) $200 Shares 2,801 Est. Cost $46.31 Unrealized 0.0%
NOK NOKIA CORP 0.1%
Value ($000) $137 Shares 16,900 Est. Cost $3.75 Unrealized
ABEV AMBEV SA SPONSORED 0.1%
Value ($000) $110 Shares 14,875 Est. Cost $7.39 Unrealized