Iowa State Bank Diversified Active

CIK: 0001546967 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 9, 2013

Total Value ($000): $127,587 (100.0% shares, 0.0% debt)

Holdings (74)

UPS United Parcel Service 5.3%
Value ($000) $6,742 Shares 73,789 Est. Cost $55.41 Unrealized +3.1%
PowerShares Preferred 4.1%
Value ($000) $5,216 Shares 380,975 Est. Cost $14.27 Unrealized
XOM Exxon Mobil Corp 3.8%
Value ($000) $4,871 Shares 56,612 Est. Cost $53.71 Unrealized +0.8%
WFC Wells Fargo & Co 3.3%
Value ($000) $4,158 Shares 100,640 Est. Cost $27.41 Unrealized +10.2%
JNJ Johnson & Johnson 3.0%
Value ($000) $3,764 Shares 43,415 Est. Cost $59.66 Unrealized +6.5%
General Electric Co 2.7%
Value ($000) $3,485 Shares 145,870 Est. Cost $23.24 Unrealized
VZ Verizon Communications Inc 2.7%
Value ($000) $3,418 Shares 73,236 Est. Cost $26.97 Unrealized -3.1%
PEP Pepsico Inc 2.6%
Value ($000) $3,379 Shares 42,506 Est. Cost $56.04 Unrealized +1.3%
D Dominion Resources Inc 2.6%
Value ($000) $3,354 Shares 53,683 Est. Cost $34.54 Unrealized +2.3%
IBM IBM Corp 2.6%
Value ($000) $3,275 Shares 17,688 Est. Cost $118.47 Unrealized -5.8%
CVX Chevron Corp 2.5%
Value ($000) $3,167 Shares 26,069 Est. Cost $71.39 Unrealized +2.4%
PG Procter & Gamble Co 2.4%
Value ($000) $3,039 Shares 40,199 Est. Cost $55.07 Unrealized +2.1%
TGT Target Corp 2.3%
Value ($000) $2,884 Shares 45,072 Est. Cost $47.88 Unrealized -1.5%
TRV Travelers Companies Inc 2.2%
Value ($000) $2,859 Shares 33,730 Est. Cost $63.40 Unrealized -1.0%
PFE Pfizer Inc 2.2%
Value ($000) $2,856 Shares 99,427 Est. Cost $16.45 Unrealized -0.6%
PFG Principal Financial Group 2.2%
Value ($000) $2,852 Shares 66,600 Est. Cost $23.49 Unrealized +14.7%
MMM 3M Company 2.2%
Value ($000) $2,826 Shares 23,668 Est. Cost $61.26 Unrealized +7.7%
T AT&T Inc 2.1%
Value ($000) $2,723 Shares 80,509 Est. Cost $11.39 Unrealized -3.8%
DE Deere & Company 2.1%
Value ($000) $2,705 Shares 33,233 Est. Cost $67.98 Unrealized -3.0%
JPM JP Morgan Chase & Co 2.1%
Value ($000) $2,702 Shares 52,271 Est. Cost $36.35 Unrealized +6.0%
MSFT Microsoft Corp 2.1%
Value ($000) $2,694 Shares 80,960 Est. Cost $26.74 Unrealized +1.0%
EMR Emerson Electric Co 2.1%
Value ($000) $2,683 Shares 41,463 Est. Cost $40.11 Unrealized +9.3%
CSCO Cisco Systems Inc 2.1%
Value ($000) $2,619 Shares 111,774 Est. Cost $15.32 Unrealized +10.5%
ABBV Abbvie Inc 2.0%
Value ($000) $2,559 Shares 57,206 Est. Cost $26.57 Unrealized +2.2%
SYY Sysco Corp 2.0%
Value ($000) $2,557 Shares 80,321 Est. Cost $24.35 Unrealized -1.5%
BMY Bristol-Myers Squibb Corp 2.0%
Value ($000) $2,499 Shares 53,996 Est. Cost $28.73 Unrealized +1.7%
AAPL Apple Inc 1.8%
Value ($000) $2,358 Shares 4,946 Est. Cost $13.19 Unrealized +8.3%
KMB Kimberly Clark Corp 1.6%
Value ($000) $2,090 Shares 22,180 Est. Cost $63.00 Unrealized -3.0%
SLB Schlumberger Ltd 1.6%
Value ($000) $2,088 Shares 23,628 Est. Cost $52.90 Unrealized +11.5%
Du Pont De Nemours & Co 1.6%
Value ($000) $2,054 Shares 35,070 Est. Cost $52.50 Unrealized
National Oilwell Varco Inc 1.5%
Value ($000) $1,927 Shares 24,668 Est. Cost $69.24 Unrealized
DUK Duke Energy Corp 1.5%
Value ($000) $1,911 Shares 28,619 Est. Cost $41.78 Unrealized -2.3%
ECL Ecolab Inc 1.4%
Value ($000) $1,829 Shares 18,522 Est. Cost $73.48 Unrealized +10.5%
COP ConocoPhillips 1.4%
Value ($000) $1,735 Shares 24,961 Est. Cost $40.03 Unrealized +11.1%
MCD McDonalds Corp 1.3%
Value ($000) $1,665 Shares 17,310 Est. Cost $71.74 Unrealized -1.7%
MRK Merck & Co Inc 1.2%
Value ($000) $1,574 Shares 33,053 Est. Cost $30.11 Unrealized +2.8%
INTC Intel Corp 1.2%
Value ($000) $1,552 Shares 67,708 Est. Cost $17.13 Unrealized -1.3%
EMC Corp 1.1%
Value ($000) $1,408 Shares 55,096 Est. Cost $23.68 Unrealized
Glaxo Wellcome PLC ADR 1.1%
Value ($000) $1,394 Shares 27,785 Est. Cost $50.02 Unrealized
YUM Yum Brands Inc 1.1%
Value ($000) $1,347 Shares 18,870 Est. Cost $38.97 Unrealized +5.2%
GIS General Mills Inc 1.0%
Value ($000) $1,329 Shares 27,738 Est. Cost $32.08 Unrealized +2.5%
AXP American Express Co 1.0%
Value ($000) $1,322 Shares 17,508 Est. Cost $59.62 Unrealized +6.1%
BRK/B Berkshire Hathaway Inc Cl B 1.0%
Value ($000) $1,255 Shares 11,060 Est. Cost $110.12 Unrealized +4.8%
CVS CVS Caremark Corp 0.9%
Value ($000) $1,091 Shares 19,223 Est. Cost $41.44 Unrealized +3.2%
CAH Cardinal Health Inc 0.8%
Value ($000) $1,020 Shares 19,553 Est. Cost $32.61 Unrealized +11.9%
ABT Abbott Laboratories 0.7%
Value ($000) $870 Shares 26,208 Est. Cost $28.71 Unrealized -3.5%
DAR Darling International Inc 0.7%
Value ($000) $852 Shares 40,250 Est. Cost $18.50 Unrealized +10.2%
CASY Caseys General Stores Inc 0.6%
Value ($000) $741 Shares 10,101 Est. Cost $53.46 Unrealized +15.3%
PM Philip Morris International Inc 0.5%
Value ($000) $597 Shares 6,893 Est. Cost $49.85 Unrealized -5.0%
Meredith Corp 0.5%
Value ($000) $586 Shares 12,302 Est. Cost $47.72 Unrealized
MDY SPDR S&P 400 0.4%
Value ($000) $555 Shares 2,450 Est. Cost $210.20 Unrealized
UNP Union Pacific Corp 0.4%
Value ($000) $540 Shares 3,477 Est. Cost $57.06 Unrealized +5.4%
TEVA Teva Pharmaceutical ADR 0.4%
Value ($000) $477 Shares 12,620 Est. Cost $39.23 Unrealized
BA Boeing Co 0.3%
Value ($000) $438 Shares 3,725 Est. Cost $80.97 Unrealized +13.1%
Powershares QQQ Tr Ser 1 0.3%
Value ($000) $383 Shares 4,850 Est. Cost $71.34 Unrealized
HON Honeywell Intl Inc 0.3%
Value ($000) $382 Shares 4,600 Est. Cost $53.13 Unrealized +8.2%
OXY Occidental Petroleum Corp 0.3%
Value ($000) $378 Shares 4,043 Est. Cost $57.83 Unrealized +2.4%
BP BP PLC 0.3%
Value ($000) $328 Shares 7,811 Est. Cost $41.71 Unrealized
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $328 Shares 4,432 Est. Cost $19.97 Unrealized -0.9%
HSY The Hershey Company 0.3%
Value ($000) $327 Shares 3,530 Est. Cost $65.69 Unrealized +6.1%
LNT Alliant Corp 0.2%
Value ($000) $306 Shares 6,182 Est. Cost $16.89 Unrealized +1.5%
Barclays Bank plc 6.625% Pfd 0.2%
Value ($000) $276 Shares 11,300 Est. Cost $24.74 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $275 Shares 8,020 Est. Cost $16.28 Unrealized -0.7%
USB US Bancorp 0.2%
Value ($000) $265 Shares 7,238 Est. Cost $22.86 Unrealized +6.5%
WTBA West Bancorporation Inc 0.2%
Value ($000) $237 Shares 17,163 Est. Cost $11.27 Unrealized +16.3%
Nuveen Insured Quality Municipal Fund 0.2%
Value ($000) $230 Shares 18,674 Est. Cost $13.01 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $219 Shares 2,629 Est. Cost $61.55 Unrealized +0.1%
GLD SPDR Gold Shares 0.2%
Value ($000) $218 Shares 1,700 Est. Cost $118.82 Unrealized
ING ING Groep NV ADR 0.2%
Value ($000) $212 Shares 18,656 Est. Cost $9.11 Unrealized
PFF Ishares S&P US Preferred Stock Index 0.2%
Value ($000) $204 Shares 5,380 Est. Cost $39.35 Unrealized
F Ford Motor Co 0.1%
Value ($000) $184 Shares 10,879 Est. Cost $7.61 Unrealized +18.6%
Central Fund of Canada Cl A 0.1%
Value ($000) $162 Shares 11,000 Est. Cost $13.64 Unrealized
BlackRock Enhanced Equity Dividend Trust 0.1%
Value ($000) $116 Shares 15,367 Est. Cost $7.61 Unrealized
SPXCF Singapore Exchange Ltd 0.1%
Value ($000) $66 Shares 11,250 Est. Cost $5.51 Unrealized