Iowa State Bank Diversified Active

CIK: 0001546967 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 7, 2014

Total Value ($000): $148,115 (100.0% shares, 0.0% debt)

Holdings (73)

UPS United Parcel Service 5.3%
Value ($000) $7,874 Shares 76,702 Est. Cost $55.82 Unrealized +19.3%
XOM Exxon Mobil Corp 3.7%
Value ($000) $5,494 Shares 54,569 Est. Cost $53.98 Unrealized +14.6%
WFC Wells Fargo & Co 3.7%
Value ($000) $5,408 Shares 102,897 Est. Cost $27.52 Unrealized +31.9%
JNJ Johnson & Johnson 3.1%
Value ($000) $4,643 Shares 44,375 Est. Cost $59.84 Unrealized +22.3%
PEP Pepsico Inc 2.7%
Value ($000) $4,010 Shares 44,881 Est. Cost $56.27 Unrealized +8.3%
General Electric Co 2.7%
Value ($000) $4,000 Shares 152,210 Est. Cost $23.45 Unrealized
D Dominion Resources Inc 2.6%
Value ($000) $3,901 Shares 54,539 Est. Cost $34.84 Unrealized +23.2%
VZ Verizon Communications Inc 2.6%
Value ($000) $3,800 Shares 77,670 Est. Cost $26.94 Unrealized -0.5%
PowerShares Preferred 2.5%
Value ($000) $3,727 Shares 254,765 Est. Cost $14.27 Unrealized
PFG Principal Financial Group 2.5%
Value ($000) $3,719 Shares 73,678 Est. Cost $24.15 Unrealized +28.1%
CVX Chevron Corp 2.5%
Value ($000) $3,629 Shares 27,800 Est. Cost $71.40 Unrealized +6.3%
AAPL Apple Inc 2.4%
Value ($000) $3,546 Shares 38,156 Est. Cost $17.94 Unrealized +4.0%
ABBV Abbvie Inc 2.4%
Value ($000) $3,501 Shares 62,023 Est. Cost $26.88 Unrealized +22.7%
MMM 3M Company 2.4%
Value ($000) $3,496 Shares 24,410 Est. Cost $63.11 Unrealized +28.4%
IBM IBM Corp 2.3%
Value ($000) $3,474 Shares 19,167 Est. Cost $117.88 Unrealized -4.7%
MSFT Microsoft Corp 2.3%
Value ($000) $3,438 Shares 82,438 Est. Cost $26.86 Unrealized +26.4%
PG Procter & Gamble Co 2.3%
Value ($000) $3,396 Shares 43,207 Est. Cost $55.22 Unrealized +5.5%
PFE Pfizer Inc 2.3%
Value ($000) $3,375 Shares 113,710 Est. Cost $16.65 Unrealized +5.4%
SYY Sysco Corp 2.2%
Value ($000) $3,304 Shares 88,211 Est. Cost $24.54 Unrealized +9.6%
TRV Travelers Companies Inc 2.2%
Value ($000) $3,293 Shares 35,003 Est. Cost $63.54 Unrealized +11.0%
JPM JP Morgan Chase & Co 2.2%
Value ($000) $3,213 Shares 55,767 Est. Cost $36.57 Unrealized +12.6%
CSCO Cisco Systems Inc 2.2%
Value ($000) $3,204 Shares 128,918 Est. Cost $15.35 Unrealized +8.4%
DE Deere & Company 2.1%
Value ($000) $3,147 Shares 34,758 Est. Cost $68.06 Unrealized +8.9%
EMR Emerson Electric Co 2.1%
Value ($000) $3,069 Shares 46,250 Est. Cost $40.97 Unrealized +19.9%
T AT&T Inc 2.0%
Value ($000) $3,002 Shares 84,909 Est. Cost $11.37 Unrealized +3.6%
SLB Schlumberger Ltd 2.0%
Value ($000) $2,993 Shares 25,371 Est. Cost $53.58 Unrealized +39.7%
TGT Target Corp 1.9%
Value ($000) $2,858 Shares 49,317 Est. Cost $47.38 Unrealized -12.1%
COP ConocoPhillips 1.8%
Value ($000) $2,594 Shares 30,254 Est. Cost $41.53 Unrealized +28.5%
BMY Bristol-Myers Squibb Corp 1.8%
Value ($000) $2,593 Shares 53,446 Est. Cost $28.90 Unrealized +15.9%
Du Pont De Nemours & Co 1.6%
Value ($000) $2,400 Shares 36,680 Est. Cost $53.12 Unrealized
DUK Duke Energy Corp 1.6%
Value ($000) $2,344 Shares 31,590 Est. Cost $41.94 Unrealized +6.1%
INTC Intel Corp 1.5%
Value ($000) $2,217 Shares 71,732 Est. Cost $17.29 Unrealized +19.6%
MRK Merck & Co Inc 1.5%
Value ($000) $2,165 Shares 37,420 Est. Cost $30.53 Unrealized +24.3%
National Oilwell Varco Inc 1.5%
Value ($000) $2,162 Shares 26,248 Est. Cost $69.87 Unrealized
KMB Kimberly Clark Corp 1.4%
Value ($000) $2,130 Shares 19,155 Est. Cost $63.68 Unrealized +12.7%
MCD McDonalds Corp 1.3%
Value ($000) $1,961 Shares 19,464 Est. Cost $71.75 Unrealized +4.2%
ECL Ecolab Inc 1.3%
Value ($000) $1,943 Shares 17,447 Est. Cost $73.48 Unrealized +28.3%
GIS General Mills Inc 1.2%
Value ($000) $1,834 Shares 34,908 Est. Cost $32.37 Unrealized +10.5%
Glaxo SmithKline PLC 1.2%
Value ($000) $1,746 Shares 32,656 Est. Cost $50.52 Unrealized
AXP American Express Co 1.1%
Value ($000) $1,571 Shares 16,558 Est. Cost $60.02 Unrealized +27.3%
YUM Yum Brands Inc 1.1%
Value ($000) $1,567 Shares 19,300 Est. Cost $39.11 Unrealized +14.2%
EMC Corp 1.0%
Value ($000) $1,462 Shares 55,516 Est. Cost $23.89 Unrealized
CVS CVS Caremark Corp 1.0%
Value ($000) $1,436 Shares 19,048 Est. Cost $41.99 Unrealized +30.7%
BRK/B Berkshire Hathaway Inc Cl B 0.9%
Value ($000) $1,400 Shares 11,065 Est. Cost $110.30 Unrealized +14.8%
CAH Cardinal Health Inc 0.9%
Value ($000) $1,353 Shares 19,733 Est. Cost $33.33 Unrealized +48.9%
ABT Abbott Laboratories 0.8%
Value ($000) $1,129 Shares 27,615 Est. Cost $28.79 Unrealized +9.4%
DAR Darling Ingredients, inc 0.6%
Value ($000) $841 Shares 40,250 Est. Cost $18.50 Unrealized +9.0%
TEVA Teva Pharmaceutical ADR 0.5%
Value ($000) $692 Shares 13,205 Est. Cost $41.42 Unrealized
MDY SPDR S&P 400 0.4%
Value ($000) $638 Shares 2,450 Est. Cost $210.20 Unrealized
PM Philip Morris International Inc 0.4%
Value ($000) $561 Shares 6,653 Est. Cost $49.85 Unrealized -3.2%
Meredith Corp 0.4%
Value ($000) $547 Shares 11,302 Est. Cost $47.72 Unrealized
CASY Caseys General Stores Inc 0.4%
Value ($000) $534 Shares 7,601 Est. Cost $53.46 Unrealized +18.2%
Powershares QQQ Tr Ser 1 0.3%
Value ($000) $455 Shares 4,850 Est. Cost $71.34 Unrealized
BA Boeing Co 0.3%
Value ($000) $448 Shares 3,525 Est. Cost $80.97 Unrealized +39.0%
HON Honeywell Intl Inc 0.3%
Value ($000) $428 Shares 4,600 Est. Cost $53.13 Unrealized +23.7%
OXY Occidental Petroleum Corp 0.3%
Value ($000) $415 Shares 4,043 Est. Cost $57.83 Unrealized +14.4%
HSY The Hershey Company 0.2%
Value ($000) $344 Shares 3,530 Est. Cost $65.69 Unrealized +13.2%
WTBA West Bancorporation Inc 0.2%
Value ($000) $325 Shares 21,311 Est. Cost $11.94 Unrealized +23.0%
LNT Alliant Corp 0.2%
Value ($000) $323 Shares 5,306 Est. Cost $17.06 Unrealized +17.1%
USB US Bancorp 0.2%
Value ($000) $321 Shares 7,406 Est. Cost $23.28 Unrealized +19.9%
Barclays Bank plc 6.625% Pfd 0.2%
Value ($000) $287 Shares 11,300 Est. Cost $24.74 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $278 Shares 6,618 Est. Cost $16.29 Unrealized +17.9%
ING ING Groep NV ADR 0.2%
Value ($000) $259 Shares 18,450 Est. Cost $9.11 Unrealized
Nuveen Insured Quality Municipal Fund 0.2%
Value ($000) $245 Shares 18,674 Est. Cost $13.01 Unrealized
Walgreen Co 0.2%
Value ($000) $244 Shares 3,289 Est. Cost $65.98 Unrealized
SPY Standard & Poor's Depository Receipt 0.2%
Value ($000) $240 Shares 1,225 Est. Cost $186.94 Unrealized
GLD SPDR Gold Shares 0.1%
Value ($000) $218 Shares 1,700 Est. Cost $123.53 Unrealized
MCO Moodys Corp 0.1%
Value ($000) $210 Shares 2,400 Est. Cost $73.12 Unrealized 0.0%
PFF Ishares S&P US Preferred Stock Index 0.1%
Value ($000) $206 Shares 5,155 Est. Cost $38.99 Unrealized
F Ford Motor Co 0.1%
Value ($000) $184 Shares 10,679 Est. Cost $7.61 Unrealized +16.6%
Central Fund of Canada Cl A 0.1%
Value ($000) $160 Shares 11,000 Est. Cost $13.64 Unrealized
BlackRock Enhanced Equity Dividend Trust 0.1%
Value ($000) $129 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