Iowa State Bank Diversified Active

CIK: 0001546967 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 9, 2014

Total Value ($000): $140,284 (100.0% shares, 0.0% debt)

Holdings (73)

UPS United Parcel Service 5.2%
Value ($000) $7,273 Shares 74,683 Est. Cost $55.53 Unrealized +15.6%
XOM Exxon Mobil Corp 3.9%
Value ($000) $5,515 Shares 56,457 Est. Cost $53.98 Unrealized +7.6%
WFC Wells Fargo & Co 3.7%
Value ($000) $5,204 Shares 104,621 Est. Cost $27.52 Unrealized +21.4%
JNJ Johnson & Johnson 3.1%
Value ($000) $4,386 Shares 44,652 Est. Cost $59.84 Unrealized +11.4%
General Electric Co 2.7%
Value ($000) $3,816 Shares 147,386 Est. Cost $23.36 Unrealized
D Dominion Resources Inc 2.7%
Value ($000) $3,735 Shares 52,609 Est. Cost $34.54 Unrealized +20.0%
VZ Verizon Communications Inc 2.6%
Value ($000) $3,661 Shares 76,968 Est. Cost $26.94 Unrealized -4.0%
PowerShares Preferred 2.6%
Value ($000) $3,633 Shares 254,765 Est. Cost $14.27 Unrealized
PFE Pfizer Inc 2.6%
Value ($000) $3,605 Shares 112,250 Est. Cost $16.64 Unrealized +9.4%
PEP Pepsico Inc 2.6%
Value ($000) $3,599 Shares 43,104 Est. Cost $56.08 Unrealized +1.4%
IBM IBM Corp 2.5%
Value ($000) $3,501 Shares 18,188 Est. Cost $118.18 Unrealized -7.6%
MSFT Microsoft Corp 2.4%
Value ($000) $3,391 Shares 82,738 Est. Cost $26.86 Unrealized +16.4%
PG Procter & Gamble Co 2.4%
Value ($000) $3,370 Shares 41,815 Est. Cost $55.12 Unrealized +2.5%
JPM JP Morgan Chase & Co 2.4%
Value ($000) $3,353 Shares 55,226 Est. Cost $36.57 Unrealized +15.1%
CVX Chevron Corp 2.4%
Value ($000) $3,331 Shares 28,012 Est. Cost $71.40 Unrealized -1.5%
PFG Principal Financial Group 2.4%
Value ($000) $3,316 Shares 72,113 Est. Cost $24.00 Unrealized +24.5%
MMM 3M Company 2.3%
Value ($000) $3,225 Shares 23,775 Est. Cost $62.63 Unrealized +21.7%
ABBV Abbvie Inc 2.3%
Value ($000) $3,165 Shares 61,575 Est. Cost $26.88 Unrealized +17.2%
DE Deere & Company 2.2%
Value ($000) $3,153 Shares 34,723 Est. Cost $68.06 Unrealized +3.0%
SYY Sysco Corp 2.2%
Value ($000) $3,033 Shares 83,936 Est. Cost $24.42 Unrealized +6.9%
EMR Emerson Electric Co 2.1%
Value ($000) $2,968 Shares 44,430 Est. Cost $40.63 Unrealized +17.6%
T AT&T Inc 2.1%
Value ($000) $2,956 Shares 84,276 Est. Cost $11.37 Unrealized -4.6%
TRV Travelers Companies Inc 2.1%
Value ($000) $2,952 Shares 34,685 Est. Cost $63.54 Unrealized +1.7%
TGT Target Corp 2.0%
Value ($000) $2,827 Shares 46,726 Est. Cost $47.70 Unrealized -12.7%
CSCO Cisco Systems Inc 2.0%
Value ($000) $2,815 Shares 125,580 Est. Cost $15.32 Unrealized -0.1%
AAPL Apple Inc 2.0%
Value ($000) $2,757 Shares 5,137 Est. Cost $13.32 Unrealized +24.4%
BMY Bristol-Myers Squibb Corp 2.0%
Value ($000) $2,754 Shares 53,016 Est. Cost $28.90 Unrealized +24.3%
SLB Schlumberger Ltd 1.7%
Value ($000) $2,451 Shares 25,141 Est. Cost $53.58 Unrealized +22.2%
Du Pont De Nemours & Co 1.7%
Value ($000) $2,400 Shares 35,770 Est. Cost $52.81 Unrealized
DUK Duke Energy Corp 1.5%
Value ($000) $2,150 Shares 30,195 Est. Cost $41.82 Unrealized +2.0%
MRK Merck & Co Inc 1.5%
Value ($000) $2,089 Shares 36,805 Est. Cost $30.41 Unrealized +17.6%
COP ConocoPhillips 1.5%
Value ($000) $2,064 Shares 29,341 Est. Cost $41.16 Unrealized +10.3%
National Oilwell Varco Inc 1.4%
Value ($000) $2,020 Shares 25,938 Est. Cost $69.73 Unrealized
KMB Kimberly Clark Corp 1.4%
Value ($000) $1,949 Shares 17,680 Est. Cost $63.00 Unrealized +10.1%
ECL Ecolab Inc 1.3%
Value ($000) $1,867 Shares 17,287 Est. Cost $73.48 Unrealized +25.1%
MCD McDonalds Corp 1.3%
Value ($000) $1,830 Shares 18,664 Est. Cost $71.62 Unrealized -1.9%
INTC Intel Corp 1.3%
Value ($000) $1,793 Shares 69,474 Est. Cost $17.18 Unrealized +8.7%
GIS General Mills Inc 1.2%
Value ($000) $1,734 Shares 33,468 Est. Cost $32.22 Unrealized +2.3%
Glaxo SmithKline PLC 1.2%
Value ($000) $1,696 Shares 31,751 Est. Cost $50.44 Unrealized
EMC Corp 1.1%
Value ($000) $1,530 Shares 55,826 Est. Cost $23.89 Unrealized
AXP American Express Co 1.0%
Value ($000) $1,455 Shares 16,158 Est. Cost $59.62 Unrealized +26.6%
YUM Yum Brands Inc 1.0%
Value ($000) $1,429 Shares 18,950 Est. Cost $39.01 Unrealized +7.8%
BRK/B Berkshire Hathaway Inc Cl B 1.0%
Value ($000) $1,367 Shares 10,942 Est. Cost $110.12 Unrealized +6.1%
CVS CVS Caremark Corp 1.0%
Value ($000) $1,367 Shares 18,258 Est. Cost $41.44 Unrealized +23.3%
CAH Cardinal Health Inc 0.9%
Value ($000) $1,322 Shares 18,898 Est. Cost $32.61 Unrealized +54.8%
ABT Abbott Laboratories 0.8%
Value ($000) $1,068 Shares 27,737 Est. Cost $28.79 Unrealized +6.7%
DAR Darling International Inc 0.6%
Value ($000) $806 Shares 40,250 Est. Cost $18.50 Unrealized +8.4%
TEVA Teva Pharmaceutical ADR 0.5%
Value ($000) $685 Shares 12,955 Est. Cost $41.21 Unrealized
MDY SPDR S&P 400 0.4%
Value ($000) $614 Shares 2,450 Est. Cost $210.20 Unrealized
PM Philip Morris International Inc 0.4%
Value ($000) $545 Shares 6,653 Est. Cost $49.85 Unrealized -10.2%
Meredith Corp 0.4%
Value ($000) $525 Shares 11,302 Est. Cost $47.72 Unrealized
CASY Caseys General Stores Inc 0.4%
Value ($000) $514 Shares 7,601 Est. Cost $53.46 Unrealized +15.5%
BA Boeing Co 0.3%
Value ($000) $453 Shares 3,607 Est. Cost $80.97 Unrealized +37.9%
HON Honeywell Intl Inc 0.3%
Value ($000) $427 Shares 4,600 Est. Cost $53.13 Unrealized +21.8%
Powershares QQQ Tr Ser 1 0.3%
Value ($000) $425 Shares 4,850 Est. Cost $71.34 Unrealized
OXY Occidental Petroleum Corp 0.3%
Value ($000) $385 Shares 4,043 Est. Cost $57.83 Unrealized +8.0%
USB US Bancorp 0.3%
Value ($000) $372 Shares 8,686 Est. Cost $23.28 Unrealized +17.4%
HSY The Hershey Company 0.3%
Value ($000) $369 Shares 3,530 Est. Cost $65.69 Unrealized +17.5%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $304 Shares 3,974 Est. Cost $20.02 Unrealized -0.6%
LNT Alliant Corp 0.2%
Value ($000) $290 Shares 5,105 Est. Cost $16.95 Unrealized +6.6%
Barclays Bank plc 6.625% Pfd 0.2%
Value ($000) $286 Shares 11,300 Est. Cost $24.74 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $285 Shares 7,618 Est. Cost $16.29 Unrealized +5.1%
ING ING Groep NV ADR 0.2%
Value ($000) $266 Shares 18,656 Est. Cost $9.11 Unrealized
WTBA West Bancorporation Inc 0.2%
Value ($000) $261 Shares 17,163 Est. Cost $11.27 Unrealized +32.5%
Nuveen Insured Quality Municipal Fund 0.2%
Value ($000) $238 Shares 18,674 Est. Cost $13.01 Unrealized
SPY Standard & Poor's Depository Receipt 0.2%
Value ($000) $229 Shares 1,225 Est. Cost $186.94 Unrealized
Walgreen Co 0.2%
Value ($000) $217 Shares 3,289 Est. Cost $65.98 Unrealized
GLD SPDR Gold Shares 0.1%
Value ($000) $210 Shares 1,700 Est. Cost $123.53 Unrealized
PFF Ishares S&P US Preferred Stock Index 0.1%
Value ($000) $201 Shares 5,155 Est. Cost $38.99 Unrealized
F Ford Motor Co 0.1%
Value ($000) $167 Shares 10,679 Est. Cost $7.61 Unrealized +10.1%
Central Fund of Canada Cl A 0.1%
Value ($000) $151 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) $62 Shares 11,250 Est. Cost $5.51 Unrealized