Dempze Nancy E Diversified Active

CIK: 0001592614 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 1, 2019

Total Value ($000): $84,778 (100.0% shares, 0.0% debt)

Holdings (67)

DHR DANAHER CORP 4.4%
Value ($000) $3,700 Shares 28,037 Est. Cost $59.24 Unrealized +67.8%
MA MASTERCARD 4.3%
Value ($000) $3,683 Shares 15,639 Est. Cost $142.19 Unrealized +45.7%
ABT ABBOTT LABS 4.2%
Value ($000) $3,602 Shares 45,061 Est. Cost $38.55 Unrealized +71.4%
ADP AUTOMATIC DATA PROCESSING 3.9%
Value ($000) $3,338 Shares 20,887 Est. Cost $71.34 Unrealized +75.8%
AAPL APPLE INC 3.8%
Value ($000) $3,230 Shares 17,008 Est. Cost $26.79 Unrealized +50.9%
JNJ JOHNSON & JOHNSON 3.6%
Value ($000) $3,091 Shares 22,113 Est. Cost $80.64 Unrealized +36.8%
UNITED TECHNOLOGIES 3.3%
Value ($000) $2,804 Shares 21,746 Est. Cost $108.97 Unrealized
NSRGY NESTLE SA ADR 3.3%
Value ($000) $2,771 Shares 29,065 Est. Cost $76.51 Unrealized
GOOGL ALPHABET INC CL A 3.3%
Value ($000) $2,760 Shares 2,346 Est. Cost $39.17 Unrealized +43.0%
MMM 3M 3.2%
Value ($000) $2,753 Shares 13,248 Est. Cost $99.06 Unrealized +32.3%
CNI CANADIAN NATL RAILWAY 3.0%
Value ($000) $2,562 Shares 28,634 Est. Cost $54.76 Unrealized +34.6%
FISV FISERV 3.0%
Value ($000) $2,559 Shares 29,007 Est. Cost $60.72 Unrealized +35.9%
ATR APTARGROUP 3.0%
Value ($000) $2,546 Shares 23,939 Est. Cost $66.06 Unrealized +38.4%
ADI ANALOG DEVICES 3.0%
Value ($000) $2,505 Shares 23,785 Est. Cost $66.32 Unrealized +33.4%
NVS NOVARTIS AG ADR 2.9%
Value ($000) $2,486 Shares 25,847 Est. Cost $83.82 Unrealized
UNILEVER PLC NEW ADR 2.8%
Value ($000) $2,392 Shares 41,443 Est. Cost $47.31 Unrealized
PG PROCTER & GAMBLE 2.8%
Value ($000) $2,381 Shares 22,893 Est. Cost $62.10 Unrealized +32.2%
DIS DISNEY 2.6%
Value ($000) $2,230 Shares 20,098 Est. Cost $106.70 Unrealized +1.1%
XILINX 2.5%
Value ($000) $2,160 Shares 17,022 Est. Cost $56.43 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $2,125 Shares 18,015 Est. Cost $52.93 Unrealized +93.2%
CB CHUBB LIMITED 2.4%
Value ($000) $2,049 Shares 14,630 Est. Cost $108.94 Unrealized +8.8%
HD HOME DEPOT 2.2%
Value ($000) $1,894 Shares 9,867 Est. Cost $117.77 Unrealized +31.4%
ILMN ILLUMINA 1.9%
Value ($000) $1,601 Shares 5,155 Est. Cost $161.78 Unrealized +80.3%
INTC INTEL CORP 1.9%
Value ($000) $1,586 Shares 29,520 Est. Cost $28.07 Unrealized +56.1%
XYL XYLEM INC 1.6%
Value ($000) $1,373 Shares 17,353 Est. Cost $36.26 Unrealized +85.4%
ROK ROCKWELL AUTOMATION 1.6%
Value ($000) $1,336 Shares 7,606 Est. Cost $106.60 Unrealized +40.7%
PYPL PAYPAL HOLDINGS 1.6%
Value ($000) $1,319 Shares 12,703 Est. Cost $85.19 Unrealized +10.9%
NOVOZYMES A S DKK 2.0 1.5%
Value ($000) $1,261 Shares 27,512 Est. Cost $47.46 Unrealized
FTV FORTIVE CORP 1.2%
Value ($000) $997 Shares 11,885 Est. Cost $37.29 Unrealized +27.0%
CVS CVS HEALTH 1.0%
Value ($000) $855 Shares 15,866 Est. Cost $71.94 Unrealized -31.2%
EOG EOG RESOURCES 1.0%
Value ($000) $849 Shares 8,907 Est. Cost $73.31 Unrealized -1.9%
V VISA 0.9%
Value ($000) $753 Shares 4,825 Est. Cost $76.09 Unrealized +80.5%
AMZN AMAZON.COM 0.8%
Value ($000) $699 Shares 392 Est. Cost $83.18 Unrealized +0.0%
MRK MERCK 0.8%
Value ($000) $698 Shares 8,388 Est. Cost $37.72 Unrealized +59.8%
JPM JPMORGAN CHASE 0.8%
Value ($000) $683 Shares 6,745 Est. Cost $81.33 Unrealized +4.9%
CHD CHURCH & DWIGHT 0.7%
Value ($000) $577 Shares 8,100 Est. Cost $40.61 Unrealized +49.3%
TJX TJX COS 0.7%
Value ($000) $560 Shares 10,520 Est. Cost $38.44 Unrealized +18.3%
BRK/B BERKSHIRE HATHAWAY CL B 0.6%
Value ($000) $528 Shares 2,628 Est. Cost $137.00 Unrealized +47.3%
XOM EXXON MOBIL 0.6%
Value ($000) $514 Shares 6,353 Est. Cost $53.86 Unrealized +2.9%
MTD METTLER TOLEDO 0.6%
Value ($000) $506 Shares 700 Est. Cost $320.77 Unrealized +102.6%
UNP UNION PACIFIC 0.6%
Value ($000) $493 Shares 2,947 Est. Cost $79.50 Unrealized +73.7%
ITW ILLINOIS TOOL WORKS 0.6%
Value ($000) $473 Shares 3,290 Est. Cost $90.49 Unrealized +29.3%
GOOG ALPHABET INC CL C 0.6%
Value ($000) $469 Shares 400 Est. Cost $35.61 Unrealized +56.4%
PEP PEPSICO 0.5%
Value ($000) $437 Shares 3,565 Est. Cost $73.73 Unrealized +25.4%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $423 Shares 6,172 Est. Cost $53.97 Unrealized +1.9%
BDX BECTON DICKINSON 0.5%
Value ($000) $387 Shares 1,550 Est. Cost $137.85 Unrealized +54.3%
SYK STRYKER CORP 0.4%
Value ($000) $365 Shares 1,850 Est. Cost $85.22 Unrealized +96.1%
VTSAX VANGUARD TOTAL STOCK MARKET IN 0.4%
Value ($000) $361 Shares 5,122 Est. Cost $66.78 Unrealized
VSMAX VANGUARD SMALL CAP INDEX FD AD 0.4%
Value ($000) $357 Shares 4,875 Est. Cost $70.76 Unrealized
WM WASTE MANAGEMENT INC 0.4%
Value ($000) $333 Shares 3,200 Est. Cost $63.01 Unrealized +38.1%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $333 Shares 5,616 Est. Cost $28.65 Unrealized +36.0%
ABBV ABBVIE 0.4%
Value ($000) $321 Shares 3,984 Est. Cost $50.16 Unrealized +21.6%
CHKP CHECK POINT SOFTWARE TECH LTD 0.4%
Value ($000) $304 Shares 2,400 Est. Cost $82.92 Unrealized +40.2%
ANSYS INC 0.4%
Value ($000) $301 Shares 1,650 Est. Cost $92.50 Unrealized
IPGP IPG PHOTONICS 0.3%
Value ($000) $273 Shares 1,799 Est. Cost $141.54 Unrealized 0.0%
ORCL ORACLE 0.3%
Value ($000) $268 Shares 4,996 Est. Cost $43.49 Unrealized +5.9%
BIIB BIOGEN 0.3%
Value ($000) $260 Shares 1,100 Est. Cost $264.15 Unrealized +19.2%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $260 Shares 3,793 Est. Cost $38.18 Unrealized +46.7%
ABEMX ABERDEEN EMERG MKTS INSTL 0.3%
Value ($000) $258 Shares 17,181 Est. Cost $11.35 Unrealized
DISCOVER FINL SVCS 0.3%
Value ($000) $252 Shares 3,546 Est. Cost $56.68 Unrealized
VEMAX VANGUARD EMERGING MARKETS STOC 0.3%
Value ($000) $249 Shares 7,070 Est. Cost $37.78 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $240 Shares 850 Est. Cost $220.07 Unrealized
VEUSX VANGUARD EUROPEAN STOCK INDEX 0.3%
Value ($000) $240 Shares 3,575 Est. Cost $73.75 Unrealized
VPADX VANGUARD PACIFIC STOCK INDEX F 0.3%
Value ($000) $238 Shares 2,916 Est. Cost $89.93 Unrealized
CVX CHEVRON 0.3%
Value ($000) $232 Shares 1,890 Est. Cost $87.45 Unrealized 0.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $226 Shares 4,190 Est. Cost $39.51 Unrealized 0.0%
VGPMX VANGUARD PRECIOUS METALS AND M 0.1%
Value ($000) $109 Shares 14,056 Est. Cost $9.38 Unrealized