Iowa State Bank Diversified Active

CIK: 0001546967 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 2, 2013

Total Value ($000): $121,343 (100.0% shares, 0.0% debt)

Holdings (75)

UPS United Parcel Service 5.2%
Value ($000) $6,301 Shares 72,864 Est. Cost $55.38 Unrealized 0.0%
PowerShares Preferred 4.6%
Value ($000) $5,527 Shares 387,350 Est. Cost $14.27 Unrealized
XOM Exxon Mobil Corp 4.0%
Value ($000) $4,900 Shares 54,232 Est. Cost $53.69 Unrealized 0.0%
WFC Wells Fargo & Co 3.4%
Value ($000) $4,091 Shares 99,130 Est. Cost $27.36 Unrealized 0.0%
JNJ Johnson & Johnson 3.1%
Value ($000) $3,750 Shares 43,670 Est. Cost $59.66 Unrealized 0.0%
VZ Verizon Communications Inc 2.8%
Value ($000) $3,422 Shares 67,973 Est. Cost $27.04 Unrealized 0.0%
PEP Pepsico Inc 2.7%
Value ($000) $3,263 Shares 39,891 Est. Cost $56.00 Unrealized 0.0%
IBM IBM Corp 2.6%
Value ($000) $3,165 Shares 16,563 Est. Cost $118.94 Unrealized 0.0%
General Electric Co 2.6%
Value ($000) $3,154 Shares 136,001 Est. Cost $23.19 Unrealized
D Dominion Resources Inc 2.5%
Value ($000) $3,010 Shares 52,968 Est. Cost $34.53 Unrealized 0.0%
CVX Chevron Corp 2.4%
Value ($000) $2,931 Shares 24,764 Est. Cost $71.30 Unrealized 0.0%
PG Procter & Gamble Co 2.4%
Value ($000) $2,921 Shares 37,944 Est. Cost $55.00 Unrealized 0.0%
TGT Target Corp 2.3%
Value ($000) $2,803 Shares 40,712 Est. Cost $47.95 Unrealized 0.0%
T AT&T Inc 2.3%
Value ($000) $2,778 Shares 78,484 Est. Cost $11.40 Unrealized 0.0%
JPM JP Morgan Chase & Co 2.2%
Value ($000) $2,622 Shares 49,668 Est. Cost $36.24 Unrealized 0.0%
PFE Pfizer Inc 2.2%
Value ($000) $2,619 Shares 93,500 Est. Cost $16.46 Unrealized 0.0%
DE Deere & Company 2.2%
Value ($000) $2,618 Shares 32,218 Est. Cost $68.04 Unrealized 0.0%
CSCO Cisco Systems Inc 2.1%
Value ($000) $2,582 Shares 106,111 Est. Cost $15.24 Unrealized 0.0%
MMM 3M Company 2.1%
Value ($000) $2,577 Shares 23,571 Est. Cost $61.26 Unrealized 0.0%
TRV Travelers Companies Inc 2.1%
Value ($000) $2,551 Shares 31,921 Est. Cost $63.44 Unrealized 0.0%
PFG Principal Financial Group 2.0%
Value ($000) $2,476 Shares 66,115 Est. Cost $23.49 Unrealized 0.0%
MSFT Microsoft Corp 2.0%
Value ($000) $2,466 Shares 71,373 Est. Cost $26.70 Unrealized 0.0%
SYY Sysco Corp 2.0%
Value ($000) $2,377 Shares 69,589 Est. Cost $24.40 Unrealized 0.0%
ABBV Abbvie Inc 1.9%
Value ($000) $2,304 Shares 55,726 Est. Cost $26.55 Unrealized 0.0%
EMR Emerson Electric Co 1.8%
Value ($000) $2,210 Shares 40,528 Est. Cost $40.02 Unrealized 0.0%
BMY Bristol-Myers Squibb Corp 1.8%
Value ($000) $2,124 Shares 47,536 Est. Cost $28.67 Unrealized 0.0%
KMB Kimberly Clark Corp 1.7%
Value ($000) $2,087 Shares 21,485 Est. Cost $63.06 Unrealized 0.0%
AAPL Apple Inc 1.6%
Value ($000) $1,910 Shares 4,816 Est. Cost $13.16 Unrealized 0.0%
DUK Duke Energy Corp 1.5%
Value ($000) $1,848 Shares 27,383 Est. Cost $41.83 Unrealized 0.0%
Du Pont De Nemours & Co 1.5%
Value ($000) $1,835 Shares 34,950 Est. Cost $52.50 Unrealized
SLB Schlumberger Ltd 1.4%
Value ($000) $1,709 Shares 23,848 Est. Cost $52.90 Unrealized 0.0%
ECL Ecolab Inc 1.4%
Value ($000) $1,666 Shares 19,552 Est. Cost $73.48 Unrealized 0.0%
MCD McDonalds Corp 1.4%
Value ($000) $1,641 Shares 16,575 Est. Cost $71.80 Unrealized 0.0%
National Oilwell Varco Inc 1.3%
Value ($000) $1,633 Shares 23,708 Est. Cost $68.88 Unrealized
COP ConocoPhillips 1.2%
Value ($000) $1,486 Shares 24,566 Est. Cost $39.96 Unrealized 0.0%
AXP American Express Co 1.2%
Value ($000) $1,403 Shares 18,763 Est. Cost $59.62 Unrealized 0.0%
MRK Merck & Co Inc 1.1%
Value ($000) $1,381 Shares 29,733 Est. Cost $30.02 Unrealized 0.0%
INTC Intel Corp 1.1%
Value ($000) $1,370 Shares 56,553 Est. Cost $17.18 Unrealized 0.0%
YUM Yum Brands Inc 1.1%
Value ($000) $1,352 Shares 19,500 Est. Cost $38.97 Unrealized 0.0%
EMC Corp 1.0%
Value ($000) $1,266 Shares 53,581 Est. Cost $23.63 Unrealized
SNY Sanofi 1.0%
Value ($000) $1,218 Shares 23,650 Est. Cost $51.50 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 1.0%
Value ($000) $1,215 Shares 10,860 Est. Cost $110.02 Unrealized 0.0%
GIS General Mills Inc 1.0%
Value ($000) $1,195 Shares 24,614 Est. Cost $31.98 Unrealized 0.0%
Glaxo Wellcome PLC ADR 1.0%
Value ($000) $1,180 Shares 23,605 Est. Cost $49.99 Unrealized
CVS CVS Caremark Corp 0.9%
Value ($000) $1,130 Shares 19,758 Est. Cost $41.44 Unrealized 0.0%
CAH Cardinal Health Inc 0.8%
Value ($000) $952 Shares 20,163 Est. Cost $32.61 Unrealized 0.0%
ABT Abbott Laboratories 0.7%
Value ($000) $805 Shares 23,071 Est. Cost $28.85 Unrealized 0.0%
DAR Darling International Inc 0.6%
Value ($000) $756 Shares 40,500 Est. Cost $18.50 Unrealized 0.0%
CASY Caseys General Stores Inc 0.6%
Value ($000) $668 Shares 11,101 Est. Cost $53.46 Unrealized 0.0%
PM Philip Morris International Inc 0.5%
Value ($000) $597 Shares 6,893 Est. Cost $49.85 Unrealized 0.0%
Meredith Corp 0.5%
Value ($000) $587 Shares 12,302 Est. Cost $47.72 Unrealized
UNP Union Pacific Corp 0.4%
Value ($000) $536 Shares 3,477 Est. Cost $57.06 Unrealized 0.0%
TEVA Teva Pharmaceutical ADR 0.4%
Value ($000) $522 Shares 13,305 Est. Cost $39.23 Unrealized
MDY SPDR S&P 400 0.4%
Value ($000) $515 Shares 2,450 Est. Cost $210.20 Unrealized
HON Honeywell Intl Inc 0.3%
Value ($000) $365 Shares 4,600 Est. Cost $53.13 Unrealized 0.0%
BA Boeing Co 0.3%
Value ($000) $361 Shares 3,525 Est. Cost $80.37 Unrealized 0.0%
OXY Occidental Petroleum Corp 0.3%
Value ($000) $361 Shares 4,043 Est. Cost $57.83 Unrealized 0.0%
BP BP PLC 0.3%
Value ($000) $355 Shares 8,511 Est. Cost $41.71 Unrealized
Powershares QQQ Tr Ser 1 0.3%
Value ($000) $346 Shares 4,850 Est. Cost $71.34 Unrealized
Barclays Bank plc 6.625% Pfd 0.3%
Value ($000) $329 Shares 13,300 Est. Cost $24.74 Unrealized
HSY The Hershey Company 0.3%
Value ($000) $315 Shares 3,530 Est. Cost $65.69 Unrealized 0.0%
LNT Alliant Corp 0.3%
Value ($000) $312 Shares 6,182 Est. Cost $16.89 Unrealized 0.0%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $300 Shares 4,032 Est. Cost $19.98 Unrealized 0.0%
MO Altria Group Inc 0.2%
Value ($000) $298 Shares 8,520 Est. Cost $16.28 Unrealized 0.0%
WTBA West Bancorporation Inc 0.2%
Value ($000) $248 Shares 21,093 Est. Cost $11.27 Unrealized 0.0%
Nuveen Insured Quality Municipal Fund 0.2%
Value ($000) $243 Shares 18,674 Est. Cost $13.01 Unrealized
PFF Ishares S&P US Preferred Stock Index 0.2%
Value ($000) $218 Shares 5,540 Est. Cost $39.35 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $217 Shares 2,629 Est. Cost $61.55 Unrealized 0.0%
GLD SPDR Gold Shares 0.2%
Value ($000) $202 Shares 1,700 Est. Cost $118.82 Unrealized
USB US Bancorp 0.2%
Value ($000) $201 Shares 5,555 Est. Cost $22.41 Unrealized 0.0%
ING ING Groep NV ADR 0.1%
Value ($000) $170 Shares 18,656 Est. Cost $9.11 Unrealized
F Ford Motor Co 0.1%
Value ($000) $168 Shares 10,879 Est. Cost $7.61 Unrealized 0.0%
Central Fund of Canada Cl A 0.1%
Value ($000) $150 Shares 11,000 Est. Cost $13.64 Unrealized
BlackRock Enhanced Equity Dividend Trust 0.1%
Value ($000) $117 Shares 15,367 Est. Cost $7.61 Unrealized
SPXCF Singapore Exchange Ltd 0.1%
Value ($000) $62 Shares 11,250 Est. Cost $5.51 Unrealized