Dempze Nancy E Diversified Active

CIK: 0001592614 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 24, 2019

Total Value ($000): $87,161 (100.0% shares, 0.0% debt)

Holdings (66)

MA MASTERCARD 4.5%
Value ($000) $3,963 Shares 14,981 Est. Cost $142.19 Unrealized +69.7%
DHR DANAHER CORP 4.3%
Value ($000) $3,741 Shares 26,176 Est. Cost $59.24 Unrealized +94.0%
ABT ABBOTT LABS 4.2%
Value ($000) $3,686 Shares 43,835 Est. Cost $38.55 Unrealized +82.1%
AAPL APPLE INC 3.9%
Value ($000) $3,399 Shares 17,174 Est. Cost $26.79 Unrealized +74.0%
ADP AUTOMATIC DATA PROCESSING 3.8%
Value ($000) $3,322 Shares 20,092 Est. Cost $71.34 Unrealized +97.6%
NSRGY NESTLE SA ADR 3.4%
Value ($000) $2,976 Shares 28,788 Est. Cost $76.51 Unrealized
ATR APTARGROUP 3.4%
Value ($000) $2,932 Shares 23,595 Est. Cost $66.06 Unrealized +58.5%
DIS DISNEY 3.3%
Value ($000) $2,892 Shares 20,715 Est. Cost $107.33 Unrealized +19.3%
UNITED TECHNOLOGIES 3.3%
Value ($000) $2,874 Shares 22,075 Est. Cost $109.28 Unrealized
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $2,821 Shares 20,251 Est. Cost $80.64 Unrealized +42.3%
ADI ANALOG DEVICES 3.1%
Value ($000) $2,706 Shares 23,985 Est. Cost $66.32 Unrealized +44.7%
CNI CANADIAN NATL RAILWAY 3.0%
Value ($000) $2,632 Shares 28,469 Est. Cost $54.76 Unrealized +48.0%
GOOGL ALPHABET INC CL A 3.0%
Value ($000) $2,603 Shares 2,404 Est. Cost $39.61 Unrealized +45.0%
UNILEVER PLC NEW ADR 2.9%
Value ($000) $2,570 Shares 41,483 Est. Cost $47.31 Unrealized
FISV FISERV 2.9%
Value ($000) $2,561 Shares 28,092 Est. Cost $60.72 Unrealized +44.3%
PG PROCTER & GAMBLE 2.8%
Value ($000) $2,477 Shares 22,587 Est. Cost $62.10 Unrealized +45.7%
MSFT MICROSOFT CORP 2.8%
Value ($000) $2,438 Shares 18,199 Est. Cost $53.61 Unrealized +123.0%
NVS NOVARTIS AG ADR 2.7%
Value ($000) $2,378 Shares 26,052 Est. Cost $83.82 Unrealized
MMM 3M 2.6%
Value ($000) $2,304 Shares 13,290 Est. Cost $99.06 Unrealized +21.8%
CB CHUBB LIMITED 2.5%
Value ($000) $2,151 Shares 14,607 Est. Cost $108.94 Unrealized +18.7%
HD HOME DEPOT 2.4%
Value ($000) $2,085 Shares 10,024 Est. Cost $118.58 Unrealized +43.0%
XILINX 2.2%
Value ($000) $1,941 Shares 16,459 Est. Cost $56.43 Unrealized
ILMN ILLUMINA 2.1%
Value ($000) $1,812 Shares 4,920 Est. Cost $161.78 Unrealized +95.2%
XYL XYLEM INC 1.7%
Value ($000) $1,485 Shares 17,773 Est. Cost $37.14 Unrealized +98.1%
PYPL PAYPAL HOLDINGS 1.7%
Value ($000) $1,469 Shares 12,835 Est. Cost $85.45 Unrealized +29.4%
INTC INTEL CORP 1.5%
Value ($000) $1,314 Shares 27,425 Est. Cost $28.07 Unrealized +53.5%
ROK ROCKWELL AUTOMATION 1.5%
Value ($000) $1,286 Shares 7,848 Est. Cost $107.93 Unrealized +38.9%
NOVOZYMES A S DKK 2.0 1.5%
Value ($000) $1,278 Shares 27,492 Est. Cost $47.46 Unrealized
AMZN AMAZON.COM 1.2%
Value ($000) $1,041 Shares 549 Est. Cost $86.03 Unrealized +8.3%
FTV FORTIVE CORP 1.1%
Value ($000) $985 Shares 12,070 Est. Cost $37.49 Unrealized +34.7%
V VISA 1.0%
Value ($000) $838 Shares 4,825 Est. Cost $76.09 Unrealized +105.5%
CVS CVS HEALTH 1.0%
Value ($000) $830 Shares 15,261 Est. Cost $71.94 Unrealized -39.4%
BDX BECTON DICKINSON 0.9%
Value ($000) $822 Shares 3,259 Est. Cost $175.55 Unrealized +19.5%
EOG EOG RESOURCES 0.9%
Value ($000) $768 Shares 8,242 Est. Cost $73.31 Unrealized -4.0%
JPM JPMORGAN CHASE 0.9%
Value ($000) $754 Shares 6,745 Est. Cost $81.33 Unrealized +13.1%
MRK MERCK 0.8%
Value ($000) $696 Shares 8,288 Est. Cost $37.72 Unrealized +64.7%
CHD CHURCH & DWIGHT 0.7%
Value ($000) $591 Shares 8,100 Est. Cost $40.61 Unrealized +69.2%
MTD METTLER TOLEDO 0.7%
Value ($000) $588 Shares 700 Est. Cost $320.77 Unrealized +135.1%
TJX TJX COS 0.6%
Value ($000) $556 Shares 10,520 Est. Cost $38.44 Unrealized +26.6%
BRK/B BERKSHIRE HATHAWAY CL B 0.6%
Value ($000) $547 Shares 2,564 Est. Cost $137.00 Unrealized +51.0%
ITW ILLINOIS TOOL WORKS 0.6%
Value ($000) $485 Shares 3,215 Est. Cost $90.49 Unrealized +42.1%
UNP UNION PACIFIC 0.5%
Value ($000) $462 Shares 2,733 Est. Cost $79.50 Unrealized +85.9%
XOM EXXON MOBIL 0.5%
Value ($000) $446 Shares 5,828 Est. Cost $53.86 Unrealized +5.6%
GOOG ALPHABET INC CL C 0.5%
Value ($000) $432 Shares 400 Est. Cost $35.61 Unrealized +60.8%
PEP PEPSICO 0.5%
Value ($000) $422 Shares 3,225 Est. Cost $73.73 Unrealized +42.1%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $391 Shares 5,472 Est. Cost $53.97 Unrealized +12.7%
SYK STRYKER CORP 0.4%
Value ($000) $380 Shares 1,850 Est. Cost $85.22 Unrealized +108.6%
VTSAX VANGUARD TOTAL STOCK MARKET IN 0.4%
Value ($000) $376 Shares 5,155 Est. Cost $66.78 Unrealized
VSMAX VANGUARD SMALL CAP INDEX FD AD 0.4%
Value ($000) $371 Shares 4,940 Est. Cost $70.81 Unrealized
WM WASTE MANAGEMENT INC 0.4%
Value ($000) $369 Shares 3,200 Est. Cost $63.01 Unrealized +54.3%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $315 Shares 5,516 Est. Cost $28.65 Unrealized +39.7%
ANSYS INC 0.4%
Value ($000) $307 Shares 1,500 Est. Cost $92.50 Unrealized
ABBV ABBVIE 0.3%
Value ($000) $290 Shares 3,984 Est. Cost $50.16 Unrealized +18.4%
DISCOVER FINL SVCS 0.3%
Value ($000) $275 Shares 3,546 Est. Cost $56.68 Unrealized
BIIB BIOGEN 0.3%
Value ($000) $257 Shares 1,100 Est. Cost $264.15 Unrealized -12.6%
CHKP CHECK POINT SOFTWARE TECH LTD 0.3%
Value ($000) $254 Shares 2,200 Est. Cost $82.92 Unrealized +42.4%
CVX CHEVRON 0.3%
Value ($000) $251 Shares 2,020 Est. Cost $87.63 Unrealized +3.0%
VEUSX VANGUARD EUROPEAN STOCK INDEX 0.3%
Value ($000) $246 Shares 3,580 Est. Cost $73.75 Unrealized
VPADX VANGUARD PACIFIC STOCK INDEX F 0.3%
Value ($000) $245 Shares 2,995 Est. Cost $89.71 Unrealized
VEMAX VANGUARD EMERGING MARKETS STOC 0.3%
Value ($000) $241 Shares 6,838 Est. Cost $37.78 Unrealized
EMR EMERSON ELECTRIC 0.3%
Value ($000) $237 Shares 3,544 Est. Cost $38.18 Unrealized +50.5%
CSCO CISCO SYS INC 0.3%
Value ($000) $228 Shares 4,165 Est. Cost $39.51 Unrealized +14.4%
ORCL ORACLE 0.3%
Value ($000) $228 Shares 4,000 Est. Cost $43.49 Unrealized +13.0%
ABEMX ABERDEEN EMERG MKTS INSTL 0.2%
Value ($000) $214 Shares 13,759 Est. Cost $11.35 Unrealized
IPGP IPG PHOTONICS 0.2%
Value ($000) $201 Shares 1,300 Est. Cost $141.54 Unrealized +6.8%
VGPMX VANGUARD PRECIOUS METALS AND M 0.1%
Value ($000) $126 Shares 15,687 Est. Cost $9.24 Unrealized