Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 4, 2019

Total Value ($000): $212,894 (100.0% shares, 0.0% debt)

Holdings (100)

MA MASTERCARD 4.5%
Value ($000) $9,579 Shares 35,274 Est. Cost $144.85 Unrealized +83.7%
ADP AUTOMATIC DATA PROCESSING 4.0%
Value ($000) $8,482 Shares 52,545 Est. Cost $58.92 Unrealized +144.4%
ABT ABBOTT LABS 3.6%
Value ($000) $7,594 Shares 90,769 Est. Cost $33.26 Unrealized +128.7%
AAPL APPLE INC 3.5%
Value ($000) $7,516 Shares 33,558 Est. Cost $23.32 Unrealized +115.4%
PG PROCTER & GAMBLE 3.5%
Value ($000) $7,504 Shares 60,330 Est. Cost $59.30 Unrealized +70.3%
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $6,887 Shares 53,233 Est. Cost $70.47 Unrealized +56.1%
MSFT MICROSOFT CORP 3.2%
Value ($000) $6,875 Shares 49,457 Est. Cost $33.80 Unrealized +284.4%
INTC INTEL CORP 3.2%
Value ($000) $6,711 Shares 130,252 Est. Cost $19.03 Unrealized +126.1%
GOOGL ALPHABET INC CL A 3.0%
Value ($000) $6,351 Shares 5,201 Est. Cost $36.87 Unrealized +59.4%
ATR APTARGROUP 2.8%
Value ($000) $5,858 Shares 49,460 Est. Cost $57.00 Unrealized +95.4%
NSRGY NESTLE SA ADR 2.8%
Value ($000) $5,856 Shares 53,905 Est. Cost $74.90 Unrealized
FISV FISERV 2.5%
Value ($000) $5,420 Shares 52,319 Est. Cost $49.20 Unrealized +107.5%
CB CHUBB LIMITED 2.4%
Value ($000) $5,124 Shares 31,739 Est. Cost $103.78 Unrealized +34.3%
UNITED TECHNOLOGIES 2.4%
Value ($000) $5,097 Shares 37,336 Est. Cost $115.09 Unrealized
DHR DANAHER CORP 2.4%
Value ($000) $5,089 Shares 35,230 Est. Cost $63.73 Unrealized +91.0%
ADI ANALOG DEVICES 2.2%
Value ($000) $4,724 Shares 42,284 Est. Cost $62.21 Unrealized +62.1%
CNI CANADIAN NATL RAILWAY 2.1%
Value ($000) $4,396 Shares 48,915 Est. Cost $49.69 Unrealized +64.7%
MMM 3M 2.0%
Value ($000) $4,226 Shares 25,705 Est. Cost $95.37 Unrealized +16.0%
XOM EXXON MOBIL 1.9%
Value ($000) $4,075 Shares 57,706 Est. Cost $52.75 Unrealized +1.9%
NVS NOVARTIS AG ADR 1.8%
Value ($000) $3,747 Shares 43,130 Est. Cost $82.55 Unrealized
ROK ROCKWELL AUTOMATION 1.7%
Value ($000) $3,647 Shares 22,121 Est. Cost $90.83 Unrealized +55.3%
CVS CVS HEALTH 1.5%
Value ($000) $3,253 Shares 51,585 Est. Cost $48.02 Unrealized +0.7%
HD HOME DEPOT 1.5%
Value ($000) $3,203 Shares 13,807 Est. Cost $95.95 Unrealized +95.0%
PEP PEPSICO 1.4%
Value ($000) $3,065 Shares 22,354 Est. Cost $67.45 Unrealized +62.1%
UNILEVER PLC NEW ADR 1.4%
Value ($000) $3,002 Shares 49,980 Est. Cost $46.64 Unrealized
DIS DISNEY 1.4%
Value ($000) $2,959 Shares 22,707 Est. Cost $116.53 Unrealized +15.2%
ABBV ABBVIE 1.3%
Value ($000) $2,809 Shares 37,100 Est. Cost $36.90 Unrealized +42.5%
AMZN AMAZON.COM 1.1%
Value ($000) $2,305 Shares 1,328 Est. Cost $71.72 Unrealized +29.3%
LOW LOWES COMPANIES 1.1%
Value ($000) $2,277 Shares 20,700 Est. Cost $52.17 Unrealized +80.2%
XILINX 1.1%
Value ($000) $2,253 Shares 23,490 Est. Cost $50.54 Unrealized
JPM JPMORGAN CHASE 1.1%
Value ($000) $2,241 Shares 19,046 Est. Cost $81.58 Unrealized +16.5%
SYK STRYKER CORP 1.0%
Value ($000) $2,231 Shares 10,315 Est. Cost $97.31 Unrealized +105.7%
AMGN AMGEN INC 1.0%
Value ($000) $2,197 Shares 11,355 Est. Cost $81.11 Unrealized +94.8%
HON HONEYWELL INTL 0.9%
Value ($000) $1,935 Shares 11,435 Est. Cost $74.61 Unrealized +86.7%
ECL ECOLAB INC 0.9%
Value ($000) $1,861 Shares 9,400 Est. Cost $123.10 Unrealized +52.0%
XYL XYLEM INC 0.9%
Value ($000) $1,840 Shares 23,105 Est. Cost $41.95 Unrealized +73.6%
UNP UNION PACIFIC 0.8%
Value ($000) $1,749 Shares 10,800 Est. Cost $82.76 Unrealized +76.2%
ILMN ILLUMINA 0.8%
Value ($000) $1,744 Shares 5,734 Est. Cost $129.38 Unrealized +127.8%
PYPL PAYPAL HOLDINGS 0.8%
Value ($000) $1,730 Shares 16,715 Est. Cost $93.89 Unrealized +17.1%
CVX CHEVRON 0.8%
Value ($000) $1,724 Shares 14,537 Est. Cost $76.39 Unrealized +19.8%
ACN ACCENTURE PLC SHS 0.8%
Value ($000) $1,691 Shares 8,789 Est. Cost $117.21 Unrealized +50.6%
MRK MERCK 0.8%
Value ($000) $1,666 Shares 19,800 Est. Cost $37.22 Unrealized +75.9%
CSCO CISCO SYS INC 0.7%
Value ($000) $1,560 Shares 31,570 Est. Cost $28.27 Unrealized +51.3%
ORCL ORACLE 0.7%
Value ($000) $1,528 Shares 27,750 Est. Cost $43.47 Unrealized +15.9%
CHD CHURCH & DWIGHT 0.7%
Value ($000) $1,430 Shares 19,000 Est. Cost $45.43 Unrealized +54.6%
RHHBY ROCHE HLDG LTD ADR 0.6%
Value ($000) $1,364 Shares 37,450 Est. Cost $42.17 Unrealized
NOVOZYMES A S DKK 2.0 0.6%
Value ($000) $1,305 Shares 31,111 Est. Cost $45.92 Unrealized
EMR EMERSON ELECTRIC 0.6%
Value ($000) $1,271 Shares 19,010 Est. Cost $47.81 Unrealized +13.7%
FTV FORTIVE CORP 0.6%
Value ($000) $1,232 Shares 17,962 Est. Cost $39.05 Unrealized +14.9%
DEO DIAGEO PLC SPSD ADR 0.5%
Value ($000) $1,167 Shares 7,140 Est. Cost $107.91 Unrealized
CELGENE CORP 0.5%
Value ($000) $1,153 Shares 11,620 Est. Cost $117.48 Unrealized
NVDA NVIDIA CORP 0.5%
Value ($000) $1,139 Shares 6,540 Est. Cost $2.56 Unrealized +63.5%
NEE NEXTERA ENERGY 0.5%
Value ($000) $1,130 Shares 4,850 Est. Cost $30.12 Unrealized +53.5%
SBUX STARBUCKS 0.5%
Value ($000) $1,092 Shares 12,350 Est. Cost $51.12 Unrealized +57.7%
MAGELLAN MIDSTREAM LP 0.5%
Value ($000) $1,072 Shares 16,175 Est. Cost $67.08 Unrealized
ITW ILLINOIS TOOL WORKS 0.5%
Value ($000) $1,065 Shares 6,805 Est. Cost $77.12 Unrealized +68.8%
BMY BRISTOL-MYERS SQUIBB 0.5%
Value ($000) $1,024 Shares 20,195 Est. Cost $37.87 Unrealized -2.9%
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $964 Shares 26,000 Est. Cost $19.20 Unrealized +34.8%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $958 Shares 13,020 Est. Cost $50.16 Unrealized +24.7%
COST COSTCO WHOLESALE 0.4%
Value ($000) $912 Shares 3,167 Est. Cost $201.98 Unrealized +26.9%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $896 Shares 14,840 Est. Cost $26.61 Unrealized +51.9%
INGERSOLL RAND PLC 0.4%
Value ($000) $893 Shares 7,250 Est. Cost $61.98 Unrealized
BDX BECTON DICKINSON 0.4%
Value ($000) $870 Shares 3,439 Est. Cost $214.57 Unrealized +4.2%
GOOG ALPHABET INC CL C 0.4%
Value ($000) $867 Shares 711 Est. Cost $47.64 Unrealized +23.3%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $857 Shares 19,000 Est. Cost $26.08 Unrealized +43.8%
TFX TELEFLEX 0.4%
Value ($000) $806 Shares 2,375 Est. Cost $242.87 Unrealized +38.2%
ADBE ADOBE SYS 0.4%
Value ($000) $795 Shares 2,880 Est. Cost $67.51 Unrealized +332.4%
GILD GILEAD SCIENCES 0.3%
Value ($000) $698 Shares 11,002 Est. Cost $54.43 Unrealized -6.3%
QCOM QUALCOMM 0.3%
Value ($000) $664 Shares 8,700 Est. Cost $50.09 Unrealized +29.7%
BXP BOSTON PPTYS INC REIT 0.3%
Value ($000) $648 Shares 5,000 Est. Cost $86.59 Unrealized +9.8%
MCD MCDONALDS CORP 0.3%
Value ($000) $591 Shares 2,750 Est. Cost $70.35 Unrealized +162.6%
SYY SYSCO 0.3%
Value ($000) $563 Shares 7,095 Est. Cost $25.48 Unrealized +142.5%
YUM YUM BRANDS 0.3%
Value ($000) $533 Shares 4,700 Est. Cost $78.40 Unrealized +29.5%
NKE NIKE INC CLASS B 0.2%
Value ($000) $505 Shares 5,375 Est. Cost $44.76 Unrealized +76.0%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $485 Shares 3,750 Est. Cost $37.35 Unrealized +175.4%
AVGO BROADCOM INC 0.2%
Value ($000) $476 Shares 1,725 Est. Cost $24.38 Unrealized -1.5%
GD GENERAL DYNAMICS 0.2%
Value ($000) $475 Shares 2,600 Est. Cost $152.08 Unrealized +5.5%
PFE PFIZER 0.2%
Value ($000) $473 Shares 13,175 Est. Cost $17.62 Unrealized +53.3%
IPGP IPG PHOTONICS 0.2%
Value ($000) $467 Shares 3,446 Est. Cost $107.34 Unrealized +23.3%
KO COCA COLA 0.2%
Value ($000) $452 Shares 8,300 Est. Cost $27.12 Unrealized +62.1%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $448 Shares 3,900 Est. Cost $79.68 Unrealized +31.9%
EOG EOG RESOURCES 0.2%
Value ($000) $446 Shares 6,002 Est. Cost $73.81 Unrealized -16.7%
WALGREEN BOOTS ALLIANCE INC 0.2%
Value ($000) $439 Shares 7,950 Est. Cost $78.13 Unrealized
RAYTHEON 0.2%
Value ($000) $412 Shares 2,100 Est. Cost $153.18 Unrealized
JACOBS ENGINEERING 0.2%
Value ($000) $412 Shares 4,500 Est. Cost $49.78 Unrealized
EISMX EATON VANCE ATLANTA CAPITAL SM 0.2%
Value ($000) $379 Shares 9,783 Est. Cost $29.85 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $361 Shares 5,063 Est. Cost $27.24 Unrealized -4.9%
EPD ENTERPRISE PRODUCTS PTNR 0.2%
Value ($000) $343 Shares 12,000 Est. Cost $24.59 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $276 Shares 2,666 Est. Cost $63.57 Unrealized +47.8%
YUMC YUM CHINA HOLDINGS, INC 0.1%
Value ($000) $273 Shares 6,000 Est. Cost $34.31 Unrealized +30.2%
CI CIGNA CORP NEW 0.1%
Value ($000) $266 Shares 1,750 Est. Cost $190.77 Unrealized -22.0%
DE DEERE & CO 0.1%
Value ($000) $257 Shares 1,525 Est. Cost $103.40 Unrealized +41.2%
WFC WELLS FARGO 0.1%
Value ($000) $252 Shares 5,000 Est. Cost $42.03 Unrealized -5.3%
IP INTL PAPER 0.1%
Value ($000) $251 Shares 6,000 Est. Cost $26.03 Unrealized +12.7%
DOW DOW CHEMICAL COMPANY 0.1%
Value ($000) $235 Shares 4,934 Est. Cost $36.37 Unrealized -10.0%
PAYX PAYCHEX 0.1%
Value ($000) $226 Shares 2,730 Est. Cost $30.94 Unrealized +123.5%
CRM SALESFORCE.COM 0.1%
Value ($000) $223 Shares 1,500 Est. Cost $154.83 Unrealized -3.0%
APD AIR PRODUCTS & CHEM 0.1%
Value ($000) $222 Shares 1,000 Est. Cost $176.25 Unrealized +9.2%
CERNER 0.1%
Value ($000) $205 Shares 3,000 Est. Cost $73.33 Unrealized
GENERAL ELECTRIC 0.0%
Value ($000) $95 Shares 10,650 Est. Cost $27.47 Unrealized