Iowa State Bank Diversified Active

CIK: 0001546967 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 28, 2015

Total Value ($000): $157,203 (100.0% shares, 0.0% debt)

Holdings (78)

UPS United Parcel Service 4.8%
Value ($000) $7,558 Shares 77,965 Est. Cost $55.82 Unrealized +24.3%
WFC Wells Fargo & Co 3.5%
Value ($000) $5,563 Shares 102,258 Est. Cost $27.52 Unrealized +44.8%
AAPL Apple Inc 3.1%
Value ($000) $4,867 Shares 39,116 Est. Cost $17.98 Unrealized +49.3%
XOM Exxon Mobil Corp 3.0%
Value ($000) $4,695 Shares 55,234 Est. Cost $54.15 Unrealized +2.6%
JNJ Johnson & Johnson 2.9%
Value ($000) $4,505 Shares 44,786 Est. Cost $60.50 Unrealized +24.2%
PEP Pepsico Inc 2.7%
Value ($000) $4,231 Shares 44,243 Est. Cost $56.27 Unrealized +23.9%
PFG Principal Financial Group 2.7%
Value ($000) $4,231 Shares 82,357 Est. Cost $25.29 Unrealized +33.2%
D Dominion Resources Inc 2.6%
Value ($000) $4,098 Shares 57,821 Est. Cost $35.41 Unrealized +31.6%
VZ Verizon Communications Inc 2.5%
Value ($000) $3,984 Shares 81,916 Est. Cost $26.98 Unrealized +2.4%
MMM 3M Company 2.5%
Value ($000) $3,961 Shares 24,014 Est. Cost $63.60 Unrealized +52.3%
General Electric Co 2.5%
Value ($000) $3,960 Shares 159,611 Est. Cost $23.52 Unrealized
TGT Target Corp 2.5%
Value ($000) $3,922 Shares 47,791 Est. Cost $47.38 Unrealized +18.2%
TRV Travelers Companies Inc 2.5%
Value ($000) $3,918 Shares 36,234 Est. Cost $64.00 Unrealized +31.2%
ABBV Abbvie Inc 2.5%
Value ($000) $3,895 Shares 66,541 Est. Cost $27.50 Unrealized +41.3%
CSCO Cisco Systems Inc 2.5%
Value ($000) $3,875 Shares 140,791 Est. Cost $15.60 Unrealized +28.8%
PFE Pfizer Inc 2.5%
Value ($000) $3,868 Shares 111,187 Est. Cost $16.65 Unrealized +20.7%
PG Procter & Gamble Co 2.4%
Value ($000) $3,717 Shares 45,368 Est. Cost $55.53 Unrealized +14.5%
PowerShares Preferred 2.3%
Value ($000) $3,650 Shares 244,845 Est. Cost $14.27 Unrealized
JPM JP Morgan Chase & Co 2.3%
Value ($000) $3,648 Shares 60,210 Est. Cost $37.14 Unrealized +19.2%
SYY Sysco Corp 2.3%
Value ($000) $3,561 Shares 94,375 Est. Cost $24.80 Unrealized +19.1%
MSFT Microsoft Corp 2.3%
Value ($000) $3,556 Shares 87,468 Est. Cost $27.50 Unrealized +35.4%
CVX Chevron Corp 2.2%
Value ($000) $3,416 Shares 32,540 Est. Cost $71.37 Unrealized -6.3%
BMY Bristol-Myers Squibb Corp 2.2%
Value ($000) $3,387 Shares 52,511 Est. Cost $28.90 Unrealized +50.4%
DE Deere & Company 2.1%
Value ($000) $3,334 Shares 38,016 Est. Cost $68.25 Unrealized +7.0%
QCOM QUALCOMM Inc 2.1%
Value ($000) $3,327 Shares 47,980 Est. Cost $51.66 Unrealized 0.0%
T AT&T Inc 2.0%
Value ($000) $3,089 Shares 94,614 Est. Cost $11.42 Unrealized +3.3%
EMR Emerson Electric Co 1.8%
Value ($000) $2,900 Shares 51,225 Est. Cost $41.35 Unrealized +5.0%
Du Pont De Nemours & Co 1.7%
Value ($000) $2,680 Shares 37,504 Est. Cost $54.04 Unrealized
DUK Duke Energy Corp 1.7%
Value ($000) $2,673 Shares 34,817 Est. Cost $42.70 Unrealized +21.3%
SLB Schlumberger Ltd 1.5%
Value ($000) $2,375 Shares 28,459 Est. Cost $55.50 Unrealized +10.5%
INTC Intel Corp 1.5%
Value ($000) $2,347 Shares 75,067 Est. Cost $17.68 Unrealized +47.1%
MRK Merck & Co Inc 1.4%
Value ($000) $2,217 Shares 38,567 Est. Cost $30.94 Unrealized +30.2%
KMB Kimberly Clark Corp 1.4%
Value ($000) $2,179 Shares 20,345 Est. Cost $64.32 Unrealized +18.6%
GIS General Mills Inc 1.4%
Value ($000) $2,131 Shares 37,658 Est. Cost $32.63 Unrealized +12.3%
COP ConocoPhillips 1.3%
Value ($000) $2,079 Shares 33,399 Est. Cost $42.07 Unrealized +8.3%
MCD McDonalds Corp 1.3%
Value ($000) $2,047 Shares 21,005 Est. Cost $71.69 Unrealized +0.6%
ECL Ecolab Inc 1.3%
Value ($000) $2,011 Shares 17,585 Est. Cost $73.87 Unrealized +31.6%
CVS CVS Health Corporation 1.2%
Value ($000) $1,838 Shares 17,809 Est. Cost $42.52 Unrealized +74.7%
BRK/B Berkshire Hathaway Inc Cl B 1.2%
Value ($000) $1,816 Shares 12,586 Est. Cost $114.43 Unrealized +28.6%
CAH Cardinal Health Inc 1.1%
Value ($000) $1,758 Shares 19,476 Est. Cost $33.84 Unrealized +88.0%
YUM Yum Brands Inc 1.0%
Value ($000) $1,603 Shares 20,360 Est. Cost $39.30 Unrealized +13.3%
Glaxo SmithKline PLC 1.0%
Value ($000) $1,602 Shares 34,720 Est. Cost $50.05 Unrealized
National Oilwell Varco Inc 1.0%
Value ($000) $1,598 Shares 31,972 Est. Cost $67.85 Unrealized
EMC Corp 0.9%
Value ($000) $1,452 Shares 56,821 Est. Cost $24.02 Unrealized
ABT Abbott Laboratories 0.9%
Value ($000) $1,434 Shares 30,953 Est. Cost $29.43 Unrealized +27.2%
AXP American Express Co 0.9%
Value ($000) $1,399 Shares 17,903 Est. Cost $61.20 Unrealized +16.0%
TEVA Teva Pharmaceutical ADR 0.5%
Value ($000) $843 Shares 13,536 Est. Cost $41.97 Unrealized
BA Boeing Co 0.5%
Value ($000) $713 Shares 4,749 Est. Cost $88.62 Unrealized +44.2%
MDY SPDR S&P 400 0.4%
Value ($000) $679 Shares 2,450 Est. Cost $210.20 Unrealized
Meredith Corp 0.4%
Value ($000) $630 Shares 11,302 Est. Cost $47.72 Unrealized
DAR Darling Ingredients Inc 0.4%
Value ($000) $564 Shares 40,250 Est. Cost $18.50 Unrealized -11.1%
Powershares QQQ Tr Ser 1 0.3%
Value ($000) $512 Shares 4,850 Est. Cost $71.34 Unrealized
ED Consolidated Edison Inc 0.3%
Value ($000) $495 Shares 8,109 Est. Cost $40.22 Unrealized +8.7%
HON Honeywell Intl Inc 0.3%
Value ($000) $480 Shares 4,600 Est. Cost $53.13 Unrealized +37.4%
PM Philip Morris International Inc 0.3%
Value ($000) $478 Shares 6,348 Est. Cost $49.85 Unrealized -5.6%
LNT Alliant Corp 0.3%
Value ($000) $475 Shares 7,546 Est. Cost $18.84 Unrealized +22.3%
SO Southern Co 0.3%
Value ($000) $430 Shares 9,700 Est. Cost $29.61 Unrealized +1.1%
WTBA West Bancorporation Inc 0.2%
Value ($000) $381 Shares 19,163 Est. Cost $11.94 Unrealized +46.3%
Teco Energy Inc 0.2%
Value ($000) $368 Shares 18,955 Est. Cost $20.18 Unrealized
HSY The Hershey Company 0.2%
Value ($000) $356 Shares 3,530 Est. Cost $65.69 Unrealized +22.5%
Walgreens Boots Alliance Inc 0.2%
Value ($000) $355 Shares 4,197 Est. Cost $84.58 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $341 Shares 6,813 Est. Cost $16.50 Unrealized +58.7%
CASY Caseys General Stores Inc 0.2%
Value ($000) $333 Shares 3,701 Est. Cost $53.46 Unrealized +55.2%
Barclays Bank plc 6.625% Pfd 0.2%
Value ($000) $290 Shares 11,300 Est. Cost $24.74 Unrealized
OXY Occidental Petroleum Corp 0.2%
Value ($000) $287 Shares 3,938 Est. Cost $57.83 Unrealized -3.6%
ING ING Groep NV ADR 0.2%
Value ($000) $270 Shares 18,450 Est. Cost $9.11 Unrealized
SPY Standard & Poor's Depository Receipt 0.2%
Value ($000) $253 Shares 1,225 Est. Cost $186.94 Unrealized
Nuveen Insured Quality Municipal Fund 0.2%
Value ($000) $250 Shares 18,674 Est. Cost $13.01 Unrealized
MCO Moodys Corp 0.2%
Value ($000) $249 Shares 2,400 Est. Cost $73.12 Unrealized +18.4%
USB US Bancorp 0.1%
Value ($000) $222 Shares 5,093 Est. Cost $23.28 Unrealized +28.0%
PFF Ishares S&P US Preferred Stock Index 0.1%
Value ($000) $207 Shares 5,155 Est. Cost $38.99 Unrealized
BlackRock Enhanced Equity Dividend Trust 0.1%
Value ($000) $187 Shares 22,767 Est. Cost $7.81 Unrealized
F Ford Motor Co 0.1%
Value ($000) $178 Shares 11,059 Est. Cost $7.62 Unrealized +15.8%
BAC Bank of America Corp 0.1%
Value ($000) $172 Shares 11,150 Est. Cost $12.57 Unrealized +1.5%
Central Fund of Canada Cl A 0.1%
Value ($000) $131 Shares 11,000 Est. Cost $13.64 Unrealized
SPXCF Singapore Exchange Ltd 0.0%
Value ($000) $66 Shares 11,250 Est. Cost $5.51 Unrealized
SandRidge Energy Inc 0.0%
Value ($000) $38 Shares 21,565 Est. Cost $1.76 Unrealized
Biostar Pharmaceuticals Inc 0.0%
Value ($000) $15 Shares 12,384 Est. Cost $1.21 Unrealized