Iowa State Bank Diversified Active

CIK: 0001546967 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 12, 2014

Total Value ($000): $136,260 (100.0% shares, 0.0% debt)

Holdings (70)

UPS United Parcel Service 5.7%
Value ($000) $7,734 Shares 73,598 Est. Cost $55.41 Unrealized +16.3%
XOM Exxon Mobil Corp 3.9%
Value ($000) $5,364 Shares 53,004 Est. Cost $53.71 Unrealized +4.2%
WFC Wells Fargo & Co 3.5%
Value ($000) $4,735 Shares 104,286 Est. Cost $27.52 Unrealized +11.8%
JNJ Johnson & Johnson 3.0%
Value ($000) $4,046 Shares 44,180 Est. Cost $59.76 Unrealized +10.0%
General Electric Co 2.9%
Value ($000) $3,945 Shares 140,755 Est. Cost $23.24 Unrealized
VZ Verizon Communications Inc 2.7%
Value ($000) $3,713 Shares 75,556 Est. Cost $26.96 Unrealized -1.3%
PEP Pepsico Inc 2.6%
Value ($000) $3,598 Shares 43,381 Est. Cost $56.08 Unrealized +3.0%
D Dominion Resources Inc 2.5%
Value ($000) $3,428 Shares 52,993 Est. Cost $34.54 Unrealized +12.0%
PowerShares Preferred 2.5%
Value ($000) $3,424 Shares 254,765 Est. Cost $14.27 Unrealized
CVX Chevron Corp 2.5%
Value ($000) $3,388 Shares 27,120 Est. Cost $71.43 Unrealized +1.5%
PFG Principal Financial Group 2.5%
Value ($000) $3,383 Shares 68,613 Est. Cost $23.70 Unrealized +30.2%
IBM IBM Corp 2.5%
Value ($000) $3,360 Shares 17,913 Est. Cost $118.32 Unrealized -10.1%
PG Procter & Gamble Co 2.4%
Value ($000) $3,297 Shares 40,494 Est. Cost $55.07 Unrealized +5.3%
TRV Travelers Companies Inc 2.3%
Value ($000) $3,182 Shares 35,148 Est. Cost $63.54 Unrealized +5.1%
JPM JP Morgan Chase & Co 2.3%
Value ($000) $3,174 Shares 54,271 Est. Cost $36.48 Unrealized +8.6%
ABBV Abbvie Inc 2.3%
Value ($000) $3,138 Shares 59,422 Est. Cost $26.71 Unrealized +13.8%
PFE Pfizer Inc 2.3%
Value ($000) $3,109 Shares 101,506 Est. Cost $16.48 Unrealized +7.0%
DE Deere & Company 2.2%
Value ($000) $3,046 Shares 33,353 Est. Cost $67.98 Unrealized -0.8%
MMM 3M Company 2.2%
Value ($000) $3,030 Shares 21,603 Est. Cost $61.26 Unrealized +18.6%
MSFT Microsoft Corp 2.2%
Value ($000) $3,011 Shares 80,475 Est. Cost $26.74 Unrealized +12.3%
T AT&T Inc 2.1%
Value ($000) $2,917 Shares 82,976 Est. Cost $11.38 Unrealized -1.8%
EMR Emerson Electric Co 2.1%
Value ($000) $2,906 Shares 41,405 Est. Cost $40.11 Unrealized +20.1%
SYY Sysco Corp 2.1%
Value ($000) $2,898 Shares 80,276 Est. Cost $24.35 Unrealized +0.1%
TGT Target Corp 2.1%
Value ($000) $2,892 Shares 45,712 Est. Cost $47.83 Unrealized -6.8%
AAPL Apple Inc 2.0%
Value ($000) $2,766 Shares 4,931 Est. Cost $13.19 Unrealized +24.1%
BMY Bristol-Myers Squibb Corp 2.0%
Value ($000) $2,751 Shares 51,766 Est. Cost $28.73 Unrealized +18.9%
CSCO Cisco Systems Inc 1.9%
Value ($000) $2,655 Shares 118,368 Est. Cost $15.32 Unrealized -0.7%
Du Pont De Nemours & Co 1.7%
Value ($000) $2,275 Shares 35,020 Est. Cost $52.50 Unrealized
SLB Schlumberger Ltd 1.7%
Value ($000) $2,256 Shares 25,031 Est. Cost $53.58 Unrealized +21.4%
National Oilwell Varco Inc 1.5%
Value ($000) $2,041 Shares 25,663 Est. Cost $69.64 Unrealized
DUK Duke Energy Corp 1.5%
Value ($000) $2,005 Shares 29,060 Est. Cost $41.79 Unrealized +1.3%
COP ConocoPhillips 1.5%
Value ($000) $1,990 Shares 28,161 Est. Cost $40.98 Unrealized +18.1%
KMB Kimberly Clark Corp 1.4%
Value ($000) $1,847 Shares 17,680 Est. Cost $63.00 Unrealized +5.3%
ECL Ecolab Inc 1.3%
Value ($000) $1,822 Shares 17,472 Est. Cost $73.48 Unrealized +23.8%
MCD McDonalds Corp 1.3%
Value ($000) $1,804 Shares 18,589 Est. Cost $71.62 Unrealized -2.3%
MRK Merck & Co Inc 1.3%
Value ($000) $1,771 Shares 35,385 Est. Cost $30.19 Unrealized +3.6%
INTC Intel Corp 1.3%
Value ($000) $1,749 Shares 67,405 Est. Cost $17.13 Unrealized +4.6%
GIS General Mills Inc 1.2%
Value ($000) $1,601 Shares 32,073 Est. Cost $32.19 Unrealized +2.2%
AXP American Express Co 1.2%
Value ($000) $1,573 Shares 17,338 Est. Cost $59.62 Unrealized +16.2%
Glaxo Wellcome PLC ADR 1.1%
Value ($000) $1,561 Shares 29,231 Est. Cost $50.18 Unrealized
YUM Yum Brands Inc 1.1%
Value ($000) $1,454 Shares 19,225 Est. Cost $39.01 Unrealized +4.8%
CVS CVS Caremark Corp 1.0%
Value ($000) $1,349 Shares 18,853 Est. Cost $41.44 Unrealized +11.8%
EMC Corp 1.0%
Value ($000) $1,325 Shares 52,681 Est. Cost $23.68 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 1.0%
Value ($000) $1,311 Shares 11,060 Est. Cost $110.12 Unrealized +5.0%
CAH Cardinal Health Inc 1.0%
Value ($000) $1,306 Shares 19,553 Est. Cost $32.61 Unrealized +35.5%
ABT Abbott Laboratories 0.8%
Value ($000) $1,024 Shares 26,709 Est. Cost $28.72 Unrealized +1.8%
DAR Darling International Inc 0.6%
Value ($000) $840 Shares 40,250 Est. Cost $18.50 Unrealized +15.6%
CASY Caseys General Stores Inc 0.5%
Value ($000) $710 Shares 10,101 Est. Cost $53.46 Unrealized +24.6%
Meredith Corp 0.5%
Value ($000) $637 Shares 12,302 Est. Cost $47.72 Unrealized
MDY SPDR S&P 400 0.4%
Value ($000) $598 Shares 2,450 Est. Cost $210.20 Unrealized
PM Philip Morris International Inc 0.4%
Value ($000) $592 Shares 6,793 Est. Cost $49.85 Unrealized -4.0%
BP BP PLC 0.4%
Value ($000) $554 Shares 11,401 Est. Cost $43.88 Unrealized
BA Boeing Co 0.4%
Value ($000) $508 Shares 3,725 Est. Cost $80.97 Unrealized +37.0%
TEVA Teva Pharmaceutical ADR 0.3%
Value ($000) $444 Shares 11,080 Est. Cost $39.23 Unrealized
Powershares QQQ Tr Ser 1 0.3%
Value ($000) $427 Shares 4,850 Est. Cost $71.34 Unrealized
HON Honeywell Intl Inc 0.3%
Value ($000) $420 Shares 4,600 Est. Cost $53.13 Unrealized +14.5%
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $405 Shares 5,152 Est. Cost $20.02 Unrealized +1.6%
OXY Occidental Petroleum Corp 0.3%
Value ($000) $384 Shares 4,043 Est. Cost $57.83 Unrealized +9.6%
USB US Bancorp 0.3%
Value ($000) $351 Shares 8,686 Est. Cost $23.28 Unrealized +9.0%
HSY The Hershey Company 0.3%
Value ($000) $343 Shares 3,530 Est. Cost $65.69 Unrealized +9.9%
MO Altria Group Inc 0.2%
Value ($000) $312 Shares 8,118 Est. Cost $16.29 Unrealized +5.3%
Barclays Bank plc 6.625% Pfd 0.2%
Value ($000) $273 Shares 11,300 Est. Cost $24.74 Unrealized
WTBA West Bancorporation Inc 0.2%
Value ($000) $272 Shares 17,163 Est. Cost $11.27 Unrealized +28.3%
ING ING Groep NV ADR 0.2%
Value ($000) $261 Shares 18,656 Est. Cost $9.11 Unrealized
LNT Alliant Corp 0.2%
Value ($000) $252 Shares 4,877 Est. Cost $16.89 Unrealized +3.5%
Nuveen Insured Quality Municipal Fund 0.2%
Value ($000) $226 Shares 18,674 Est. Cost $13.01 Unrealized
F Ford Motor Co 0.1%
Value ($000) $165 Shares 10,679 Est. Cost $7.61 Unrealized +18.4%
Central Fund of Canada Cl A 0.1%
Value ($000) $146 Shares 11,000 Est. Cost $13.64 Unrealized
BlackRock Enhanced Equity Dividend Trust 0.1%
Value ($000) $122 Shares 15,367 Est. Cost $7.61 Unrealized
SPXCF Singapore Exchange Ltd 0.0%
Value ($000) $64 Shares 11,250 Est. Cost $5.51 Unrealized