Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $256,942 (100.0% shares, 0.0% debt)

Holdings (95)

AAPL APPLE INC 4.7%
Value ($000) $12,111 Shares 99,153 Est. Cost $84.44 Unrealized +48.1%
GOOGL ALPHABET INC CL A 3.9%
Value ($000) $10,059 Shares 4,877 Est. Cost $36.87 Unrealized +165.7%
ABT ABBOTT LABS 3.8%
Value ($000) $9,869 Shares 82,354 Est. Cost $33.26 Unrealized +226.6%
MA MASTERCARD 3.8%
Value ($000) $9,701 Shares 27,247 Est. Cost $144.85 Unrealized +134.4%
ADP AUTOMATIC DATA PROCESSING 3.7%
Value ($000) $9,551 Shares 50,678 Est. Cost $60.58 Unrealized +158.6%
MSFT MICROSOFT CORP 3.5%
Value ($000) $8,941 Shares 37,922 Est. Cost $33.80 Unrealized +559.5%
JNJ JOHNSON & JOHNSON 3.3%
Value ($000) $8,468 Shares 51,525 Est. Cost $72.27 Unrealized +94.8%
PG PROCTER & GAMBLE 3.0%
Value ($000) $7,709 Shares 56,921 Est. Cost $60.72 Unrealized +90.5%
DHR DANAHER CORP 2.7%
Value ($000) $7,057 Shares 31,352 Est. Cost $63.73 Unrealized +211.8%
ATR APTARGROUP 2.7%
Value ($000) $6,914 Shares 48,799 Est. Cost $58.19 Unrealized +122.3%
INTC INTEL CORP 2.6%
Value ($000) $6,730 Shares 105,143 Est. Cost $19.03 Unrealized +184.3%
ADI ANALOG DEVICES 2.5%
Value ($000) $6,388 Shares 41,194 Est. Cost $63.47 Unrealized +122.3%
ROK ROCKWELL AUTOMATION 2.4%
Value ($000) $6,178 Shares 23,275 Est. Cost $98.93 Unrealized +137.1%
CNI CANADIAN NATL RAILWAY 2.4%
Value ($000) $6,132 Shares 52,875 Est. Cost $52.84 Unrealized +91.3%
NSRGY NESTLE SA ADR 2.3%
Value ($000) $5,982 Shares 53,630 Est. Cost $76.00 Unrealized
FISV FISERV 2.1%
Value ($000) $5,490 Shares 46,115 Est. Cost $53.08 Unrealized +116.2%
DIS DISNEY 2.1%
Value ($000) $5,420 Shares 29,378 Est. Cost $117.21 Unrealized +53.7%
AMZN AMAZON.COM 1.9%
Value ($000) $4,818 Shares 1,557 Est. Cost $78.27 Unrealized +102.5%
PYPL PAYPAL HOLDINGS 1.9%
Value ($000) $4,777 Shares 19,673 Est. Cost $97.61 Unrealized +158.1%
RTX RAYTHEON TECHNOLOGIES 1.7%
Value ($000) $4,321 Shares 55,933 Est. Cost $55.06 Unrealized +18.5%
HD HOME DEPOT 1.7%
Value ($000) $4,260 Shares 13,957 Est. Cost $98.20 Unrealized +148.9%
ABBV ABBVIE 1.5%
Value ($000) $3,904 Shares 36,075 Est. Cost $36.90 Unrealized +141.0%
CVS CVS HEALTH 1.5%
Value ($000) $3,847 Shares 51,140 Est. Cost $48.28 Unrealized +29.0%
NVS NOVARTIS AG ADR 1.5%
Value ($000) $3,833 Shares 44,840 Est. Cost $82.79 Unrealized
XILINX 1.4%
Value ($000) $3,475 Shares 28,055 Est. Cost $56.61 Unrealized
LOW LOWES COMPANIES 1.3%
Value ($000) $3,347 Shares 17,600 Est. Cost $52.17 Unrealized +200.9%
PEP PEPSICO 1.2%
Value ($000) $3,163 Shares 22,354 Est. Cost $68.57 Unrealized +72.0%
UNILEVER PLC NEW ADR 1.2%
Value ($000) $3,022 Shares 54,126 Est. Cost $47.58 Unrealized
ILMN ILLUMINA 1.2%
Value ($000) $2,975 Shares 7,748 Est. Cost $170.36 Unrealized +139.3%
BDX BECTON DICKINSON 1.1%
Value ($000) $2,854 Shares 11,737 Est. Cost $220.65 Unrealized +2.2%
MMM 3M 1.1%
Value ($000) $2,721 Shares 14,119 Est. Cost $95.37 Unrealized +31.2%
XOM EXXON MOBIL 1.1%
Value ($000) $2,701 Shares 48,364 Est. Cost $52.75 Unrealized -17.9%
XYL XYLEM INC 1.0%
Value ($000) $2,651 Shares 25,195 Est. Cost $45.96 Unrealized +108.4%
HON HONEYWELL INTL 1.0%
Value ($000) $2,592 Shares 11,940 Est. Cost $92.26 Unrealized +91.5%
JPM JPMORGAN CHASE 1.0%
Value ($000) $2,578 Shares 16,933 Est. Cost $83.31 Unrealized +52.7%
NVDA NVIDIA CORP 1.0%
Value ($000) $2,470 Shares 4,626 Est. Cost $2.56 Unrealized +424.0%
AMGN AMGEN INC 0.9%
Value ($000) $2,430 Shares 9,765 Est. Cost $87.43 Unrealized +134.1%
TJX TJX COS 0.9%
Value ($000) $2,398 Shares 36,259 Est. Cost $51.24 Unrealized +21.6%
ACN ACCENTURE PLC SHS 0.9%
Value ($000) $2,331 Shares 8,439 Est. Cost $118.74 Unrealized +103.2%
SYK STRYKER CORP 0.9%
Value ($000) $2,254 Shares 9,255 Est. Cost $97.31 Unrealized +134.1%
UNP UNION PACIFIC 0.8%
Value ($000) $2,080 Shares 9,440 Est. Cost $82.76 Unrealized +127.3%
UNH UNITED HEALTH GROUP 0.8%
Value ($000) $2,040 Shares 5,482 Est. Cost $267.41 Unrealized +19.5%
ECL ECOLAB INC 0.8%
Value ($000) $2,012 Shares 9,400 Est. Cost $123.10 Unrealized +63.7%
NOVOZYMES A S DKK 2.0 0.7%
Value ($000) $1,878 Shares 29,410 Est. Cost $46.26 Unrealized
NKE NIKE INC CLASS B 0.7%
Value ($000) $1,849 Shares 13,918 Est. Cost $79.97 Unrealized +62.0%
CHD CHURCH & DWIGHT 0.6%
Value ($000) $1,649 Shares 18,875 Est. Cost $45.43 Unrealized +73.4%
EMR EMERSON ELECTRIC 0.6%
Value ($000) $1,543 Shares 17,110 Est. Cost $47.81 Unrealized +62.8%
RHHBY ROCHE HLDG LTD ADR 0.6%
Value ($000) $1,513 Shares 37,300 Est. Cost $42.17 Unrealized
CVX CHEVRON 0.6%
Value ($000) $1,493 Shares 14,247 Est. Cost $76.41 Unrealized +4.1%
CSCO CISCO SYS INC 0.6%
Value ($000) $1,476 Shares 28,550 Est. Cost $28.43 Unrealized +42.9%
ITW ILLINOIS TOOL WORKS 0.6%
Value ($000) $1,464 Shares 6,610 Est. Cost $77.12 Unrealized +139.9%
MRK MERCK 0.6%
Value ($000) $1,440 Shares 18,685 Est. Cost $37.22 Unrealized +69.4%
KONINKLIJKE DSM NV 0.6%
Value ($000) $1,423 Shares 33,395 Est. Cost $42.61 Unrealized
NEE NEXTERA ENERGY 0.6%
Value ($000) $1,418 Shares 18,760 Est. Cost $56.76 Unrealized +21.2%
SBUX STARBUCKS 0.5%
Value ($000) $1,382 Shares 12,650 Est. Cost $51.75 Unrealized +81.7%
BMY BRISTOL-MYERS SQUIBB 0.5%
Value ($000) $1,380 Shares 21,850 Est. Cost $39.41 Unrealized +29.5%
ORCL ORACLE 0.5%
Value ($000) $1,361 Shares 19,400 Est. Cost $43.47 Unrealized +39.4%
ADBE ADOBE SYS 0.5%
Value ($000) $1,307 Shares 2,750 Est. Cost $67.51 Unrealized +592.4%
DEO DIAGEO PLC SPSD ADR 0.5%
Value ($000) $1,160 Shares 7,065 Est. Cost $114.09 Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $1,109 Shares 6,700 Est. Cost $93.73 Unrealized +55.2%
QCOM QUALCOMM 0.4%
Value ($000) $1,095 Shares 8,260 Est. Cost $50.09 Unrealized +159.0%
COST COSTCO WHOLESALE 0.4%
Value ($000) $1,070 Shares 3,037 Est. Cost $201.98 Unrealized +63.3%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $960 Shares 12,179 Est. Cost $50.48 Unrealized +38.6%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $936 Shares 17,300 Est. Cost $27.82 Unrealized +65.9%
TFX TELEFLEX 0.4%
Value ($000) $935 Shares 2,250 Est. Cost $242.87 Unrealized +59.7%
GOOG ALPHABET INC CL C 0.4%
Value ($000) $931 Shares 450 Est. Cost $47.64 Unrealized +106.7%
BXP BOSTON PPTYS INC REIT 0.3%
Value ($000) $887 Shares 8,762 Est. Cost $77.63 Unrealized -2.5%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $777 Shares 13,364 Est. Cost $26.90 Unrealized +57.0%
AVGO BROADCOM INC 0.3%
Value ($000) $765 Shares 1,650 Est. Cost $24.38 Unrealized +70.8%
CB CHUBB LIMITED 0.3%
Value ($000) $743 Shares 4,703 Est. Cost $103.78 Unrealized +44.8%
PBA PEMBINA PIPELINE CO 0.3%
Value ($000) $741 Shares 25,700 Est. Cost $19.20 Unrealized +12.3%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $658 Shares 15,175 Est. Cost $67.08 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $650 Shares 2,900 Est. Cost $76.09 Unrealized +151.4%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $605 Shares 3,200 Est. Cost $37.35 Unrealized +305.2%
JACOBS ENGINEERING GROUP INC 0.2%
Value ($000) $517 Shares 4,000 Est. Cost $49.78 Unrealized
GILD GILEAD SCIENCES 0.2%
Value ($000) $517 Shares 8,000 Est. Cost $54.43 Unrealized -2.0%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $503 Shares 3,900 Est. Cost $79.68 Unrealized +35.8%
SYY SYSCO 0.2%
Value ($000) $498 Shares 6,325 Est. Cost $28.17 Unrealized +141.6%
DE DEERE & CO 0.2%
Value ($000) $498 Shares 1,330 Est. Cost $138.74 Unrealized +121.6%
YUM YUM BRANDS 0.2%
Value ($000) $487 Shares 4,500 Est. Cost $78.40 Unrealized +23.3%
PFE PFIZER 0.2%
Value ($000) $462 Shares 12,755 Est. Cost $17.62 Unrealized +59.1%
KO COCA COLA 0.2%
Value ($000) $447 Shares 8,480 Est. Cost $27.41 Unrealized +58.3%
WALGREEN BOOTS ALLIANCE INC 0.2%
Value ($000) $431 Shares 7,850 Est. Cost $78.13 Unrealized
CI CIGNA CORP NEW 0.2%
Value ($000) $399 Shares 1,650 Est. Cost $189.89 Unrealized +7.5%
EISMX EATON VANCE ATLANTA CAPITAL SM 0.1%
Value ($000) $326 Shares 8,000 Est. Cost $29.85 Unrealized
IP INTL PAPER 0.1%
Value ($000) $324 Shares 6,000 Est. Cost $24.80 Unrealized +59.0%
CRM SALESFORCE.COM 0.1%
Value ($000) $318 Shares 1,500 Est. Cost $154.83 Unrealized +42.1%
IR INGERSOLL RAND INC 0.1%
Value ($000) $304 Shares 6,176 Est. Cost $33.31 Unrealized +38.2%
APD AIR PRODUCTS & CHEM 0.1%
Value ($000) $281 Shares 1,000 Est. Cost $198.67 Unrealized +20.9%
EOG EOG RESOURCES 0.1%
Value ($000) $280 Shares 3,857 Est. Cost $34.11 Unrealized +47.8%
PAYX PAYCHEX 0.1%
Value ($000) $260 Shares 2,650 Est. Cost $58.96 Unrealized +36.3%
DOW DOW CHEMICAL COMPANY 0.1%
Value ($000) $259 Shares 4,050 Est. Cost $33.48 Unrealized +36.8%
ALLE ALLEGION PLC 0.1%
Value ($000) $239 Shares 1,900 Est. Cost $63.57 Unrealized +70.3%
CARR CARRIER GLOBAL 0.1%
Value ($000) $227 Shares 5,375 Est. Cost $17.13 Unrealized +112.7%
IFF INT'L FLAVORS & FRAGRANCES 0.1%
Value ($000) $213 Shares 1,525 Est. Cost $113.18 Unrealized 0.0%