Iowa State Bank Diversified Active

CIK: 0001546967 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 29, 2014

Total Value ($000): $149,671 (100.0% shares, 0.0% debt)

Holdings (73)

UPS United Parcel Service 5.0%
Value ($000) $7,557 Shares 76,887 Est. Cost $55.82 Unrealized +18.8%
WFC Wells Fargo & Co 3.5%
Value ($000) $5,300 Shares 102,187 Est. Cost $27.52 Unrealized +35.9%
XOM Exxon Mobil Corp 3.5%
Value ($000) $5,254 Shares 55,864 Est. Cost $54.15 Unrealized +13.6%
JNJ Johnson & Johnson 3.3%
Value ($000) $4,881 Shares 45,795 Est. Cost $60.32 Unrealized +25.3%
PEP Pepsico Inc 2.7%
Value ($000) $4,081 Shares 43,836 Est. Cost $56.27 Unrealized +15.3%
VZ Verizon Communications Inc 2.7%
Value ($000) $3,983 Shares 79,677 Est. Cost $26.96 Unrealized +3.1%
General Electric Co 2.6%
Value ($000) $3,922 Shares 153,085 Est. Cost $23.45 Unrealized
MSFT Microsoft Corp 2.6%
Value ($000) $3,900 Shares 84,128 Est. Cost $27.08 Unrealized +39.1%
AAPL Apple Inc 2.6%
Value ($000) $3,886 Shares 38,571 Est. Cost $17.98 Unrealized +20.3%
PFG Principal Financial Group 2.6%
Value ($000) $3,858 Shares 73,525 Est. Cost $24.15 Unrealized +43.3%
D Dominion Resources Inc 2.6%
Value ($000) $3,831 Shares 55,456 Est. Cost $34.97 Unrealized +21.9%
ABBV Abbvie Inc 2.5%
Value ($000) $3,781 Shares 65,453 Est. Cost $27.31 Unrealized +28.8%
PG Procter & Gamble Co 2.5%
Value ($000) $3,717 Shares 44,382 Est. Cost $55.34 Unrealized +7.9%
PowerShares Preferred 2.4%
Value ($000) $3,653 Shares 252,655 Est. Cost $14.27 Unrealized
IBM IBM Corp 2.4%
Value ($000) $3,647 Shares 19,212 Est. Cost $117.88 Unrealized -3.0%
MMM 3M Company 2.3%
Value ($000) $3,475 Shares 24,530 Est. Cost $63.11 Unrealized +32.3%
TRV Travelers Companies Inc 2.3%
Value ($000) $3,469 Shares 36,927 Est. Cost $64.00 Unrealized +13.3%
CVX Chevron Corp 2.3%
Value ($000) $3,450 Shares 28,910 Est. Cost $71.67 Unrealized +9.5%
JPM JP Morgan Chase & Co 2.3%
Value ($000) $3,431 Shares 56,952 Est. Cost $36.71 Unrealized +17.5%
SYY Sysco Corp 2.3%
Value ($000) $3,426 Shares 90,271 Est. Cost $24.61 Unrealized +12.0%
CSCO Cisco Systems Inc 2.3%
Value ($000) $3,386 Shares 134,506 Est. Cost $15.45 Unrealized +14.6%
PFE Pfizer Inc 2.2%
Value ($000) $3,300 Shares 111,616 Est. Cost $16.65 Unrealized +4.8%
T AT&T Inc 2.0%
Value ($000) $3,053 Shares 86,622 Est. Cost $11.38 Unrealized +4.6%
TGT Target Corp 2.0%
Value ($000) $3,024 Shares 48,252 Est. Cost $47.38 Unrealized -8.8%
DE Deere & Company 2.0%
Value ($000) $3,013 Shares 36,748 Est. Cost $68.13 Unrealized +1.8%
EMR Emerson Electric Co 2.0%
Value ($000) $2,960 Shares 47,300 Est. Cost $41.12 Unrealized +16.2%
BMY Bristol-Myers Squibb Corp 1.8%
Value ($000) $2,748 Shares 53,696 Est. Cost $28.90 Unrealized +18.4%
Du Pont De Nemours & Co 1.8%
Value ($000) $2,733 Shares 38,085 Est. Cost $53.81 Unrealized
INTC Intel Corp 1.7%
Value ($000) $2,524 Shares 72,477 Est. Cost $17.38 Unrealized +48.2%
SLB Schlumberger Ltd 1.7%
Value ($000) $2,476 Shares 24,346 Est. Cost $53.58 Unrealized +48.3%
DUK Duke Energy Corp 1.6%
Value ($000) $2,415 Shares 32,302 Est. Cost $42.02 Unrealized +8.6%
COP ConocoPhillips 1.6%
Value ($000) $2,324 Shares 30,374 Est. Cost $41.53 Unrealized +36.5%
MRK Merck & Co Inc 1.5%
Value ($000) $2,186 Shares 36,873 Est. Cost $30.53 Unrealized +29.0%
KMB Kimberly Clark Corp 1.4%
Value ($000) $2,057 Shares 19,120 Est. Cost $63.68 Unrealized +11.3%
ECL Ecolab Inc 1.4%
Value ($000) $2,034 Shares 17,712 Est. Cost $73.87 Unrealized +34.4%
National Oilwell Varco Inc 1.3%
Value ($000) $1,995 Shares 26,213 Est. Cost $69.87 Unrealized
MCD McDonalds Corp 1.2%
Value ($000) $1,866 Shares 19,684 Est. Cost $71.75 Unrealized -0.7%
GIS General Mills Inc 1.2%
Value ($000) $1,746 Shares 34,608 Est. Cost $32.37 Unrealized +9.5%
EMC Corp 1.1%
Value ($000) $1,665 Shares 56,916 Est. Cost $24.02 Unrealized
CVS CVS Health Corporation 1.0%
Value ($000) $1,569 Shares 19,713 Est. Cost $42.52 Unrealized +35.2%
BRK/B Berkshire Hathaway Inc Cl B 1.0%
Value ($000) $1,569 Shares 11,356 Est. Cost $110.89 Unrealized +20.1%
Glaxo SmithKline PLC 1.0%
Value ($000) $1,545 Shares 33,603 Est. Cost $50.40 Unrealized
AXP American Express Co 1.0%
Value ($000) $1,530 Shares 17,483 Est. Cost $60.90 Unrealized +25.6%
CAH Cardinal Health Inc 1.0%
Value ($000) $1,517 Shares 20,253 Est. Cost $33.84 Unrealized +57.6%
YUM Yum Brands Inc 1.0%
Value ($000) $1,441 Shares 20,015 Est. Cost $39.25 Unrealized +9.3%
ABT Abbott Laboratories 0.8%
Value ($000) $1,236 Shares 29,715 Est. Cost $29.17 Unrealized +16.9%
DAR Darling Ingredients Inc 0.5%
Value ($000) $737 Shares 40,250 Est. Cost $18.50 Unrealized +4.6%
TEVA Teva Pharmaceutical ADR 0.5%
Value ($000) $703 Shares 13,075 Est. Cost $41.42 Unrealized
MDY SPDR S&P 400 0.4%
Value ($000) $611 Shares 2,450 Est. Cost $210.20 Unrealized
PM Philip Morris International Inc 0.4%
Value ($000) $555 Shares 6,653 Est. Cost $49.85 Unrealized -3.9%
CASY Caseys General Stores Inc 0.4%
Value ($000) $545 Shares 7,601 Est. Cost $53.46 Unrealized +19.1%
Meredith Corp 0.3%
Value ($000) $484 Shares 11,302 Est. Cost $47.72 Unrealized
Powershares QQQ Tr Ser 1 0.3%
Value ($000) $479 Shares 4,850 Est. Cost $71.34 Unrealized
BA Boeing Co 0.3%
Value ($000) $449 Shares 3,525 Est. Cost $80.97 Unrealized +34.9%
HON Honeywell Intl Inc 0.3%
Value ($000) $428 Shares 4,600 Est. Cost $53.13 Unrealized +26.3%
OXY Occidental Petroleum Corp 0.3%
Value ($000) $379 Shares 3,938 Est. Cost $57.83 Unrealized +17.6%
HSY The Hershey Company 0.2%
Value ($000) $337 Shares 3,530 Est. Cost $65.69 Unrealized +7.5%
MO Altria Group Inc 0.2%
Value ($000) $304 Shares 6,618 Est. Cost $16.29 Unrealized +26.9%
WTBA West Bancorporation Inc 0.2%
Value ($000) $301 Shares 21,311 Est. Cost $11.94 Unrealized +24.1%
LNT Alliant Corp 0.2%
Value ($000) $294 Shares 5,306 Est. Cost $17.06 Unrealized +17.6%
Barclays Bank plc 6.625% Pfd 0.2%
Value ($000) $286 Shares 11,300 Est. Cost $24.74 Unrealized
BAC Bank of America Corp 0.2%
Value ($000) $280 Shares 16,450 Est. Cost $12.57 Unrealized 0.0%
ING ING Groep NV ADR 0.2%
Value ($000) $262 Shares 18,450 Est. Cost $9.11 Unrealized
Nuveen Insured Quality Municipal Fund 0.2%
Value ($000) $242 Shares 18,674 Est. Cost $13.01 Unrealized
SPY Standard & Poor's Depository Receipt 0.2%
Value ($000) $241 Shares 1,225 Est. Cost $186.94 Unrealized
MCO Moodys Corp 0.2%
Value ($000) $227 Shares 2,400 Est. Cost $73.12 Unrealized +11.6%
USB US Bancorp 0.1%
Value ($000) $213 Shares 5,093 Est. Cost $23.28 Unrealized +22.1%
ED Consolidated Edison Inc 0.1%
Value ($000) $213 Shares 3,759 Est. Cost $37.46 Unrealized 0.0%
PFF Ishares S&P US Preferred Stock Index 0.1%
Value ($000) $204 Shares 5,155 Est. Cost $38.99 Unrealized
F Ford Motor Co 0.1%
Value ($000) $158 Shares 10,679 Est. Cost $7.61 Unrealized +23.4%
Central Fund of Canada Cl A 0.1%
Value ($000) $135 Shares 11,000 Est. Cost $13.64 Unrealized
BlackRock Enhanced Equity Dividend Trust 0.1%
Value ($000) $126 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