Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 28, 2020

Total Value ($000): $227,464 (100.0% shares, 0.0% debt)

Holdings (96)

AAPL APPLE INC 5.6%
Value ($000) $12,646 Shares 109,195 Est. Cost $84.44 Unrealized +25.5%
MA MASTERCARD 4.3%
Value ($000) $9,763 Shares 28,870 Est. Cost $144.85 Unrealized +117.9%
ABT ABBOTT LABS 4.0%
Value ($000) $9,167 Shares 84,241 Est. Cost $33.26 Unrealized +177.6%
MSFT MICROSOFT CORP 3.7%
Value ($000) $8,452 Shares 40,180 Est. Cost $33.80 Unrealized +494.0%
PG PROCTER & GAMBLE 3.4%
Value ($000) $7,847 Shares 56,456 Est. Cost $59.30 Unrealized +96.2%
JNJ JOHNSON & JOHNSON 3.3%
Value ($000) $7,517 Shares 50,488 Est. Cost $70.47 Unrealized +80.2%
GOOGL ALPHABET INC CL A 3.2%
Value ($000) $7,338 Shares 5,008 Est. Cost $36.87 Unrealized +105.1%
DHR DANAHER CORP 3.1%
Value ($000) $7,039 Shares 32,682 Est. Cost $63.73 Unrealized +172.6%
ADP AUTOMATIC DATA PROCESSING 3.1%
Value ($000) $7,006 Shares 50,216 Est. Cost $58.92 Unrealized +112.1%
NSRGY NESTLE SA ADR 2.7%
Value ($000) $6,253 Shares 52,440 Est. Cost $74.90 Unrealized
INTC INTEL CORP 2.6%
Value ($000) $5,921 Shares 114,367 Est. Cost $19.03 Unrealized +144.5%
ATR APTARGROUP 2.4%
Value ($000) $5,493 Shares 48,509 Est. Cost $57.00 Unrealized +91.3%
CNI CANADIAN NATL RAILWAY 2.4%
Value ($000) $5,436 Shares 51,065 Est. Cost $51.17 Unrealized +77.2%
ROK ROCKWELL AUTOMATION 2.2%
Value ($000) $5,070 Shares 22,974 Est. Cost $93.42 Unrealized +118.1%
ADI ANALOG DEVICES 2.1%
Value ($000) $4,793 Shares 41,063 Est. Cost $62.21 Unrealized +71.1%
AMZN AMAZON.COM 2.1%
Value ($000) $4,747 Shares 1,508 Est. Cost $75.22 Unrealized +109.6%
FISV FISERV 2.0%
Value ($000) $4,602 Shares 44,655 Est. Cost $49.20 Unrealized +102.4%
PYPL PAYPAL HOLDINGS 1.8%
Value ($000) $4,023 Shares 20,410 Est. Cost $97.61 Unrealized +92.5%
NVS NOVARTIS AG ADR 1.7%
Value ($000) $3,822 Shares 43,945 Est. Cost $82.62 Unrealized
HD HOME DEPOT 1.7%
Value ($000) $3,813 Shares 13,733 Est. Cost $95.95 Unrealized +147.7%
DIS DISNEY 1.6%
Value ($000) $3,683 Shares 29,682 Est. Cost $117.21 Unrealized +4.2%
ABBV ABBVIE 1.4%
Value ($000) $3,219 Shares 36,750 Est. Cost $36.90 Unrealized +106.8%
UNILEVER PLC NEW ADR 1.4%
Value ($000) $3,162 Shares 51,285 Est. Cost $47.03 Unrealized
LOW LOWES COMPANIES 1.4%
Value ($000) $3,152 Shares 19,000 Est. Cost $52.17 Unrealized +168.1%
PEP PEPSICO 1.4%
Value ($000) $3,098 Shares 22,354 Est. Cost $67.45 Unrealized +70.8%
RTX RAYTHEON TECHNOLOGIES 1.4%
Value ($000) $3,079 Shares 53,503 Est. Cost $54.58 Unrealized -1.6%
MMM 3M 1.3%
Value ($000) $2,970 Shares 18,549 Est. Cost $95.37 Unrealized +15.7%
XILINX 1.3%
Value ($000) $2,943 Shares 28,217 Est. Cost $56.61 Unrealized
CVS CVS HEALTH 1.3%
Value ($000) $2,910 Shares 49,855 Est. Cost $48.12 Unrealized +8.8%
NVDA NVIDIA CORP 1.2%
Value ($000) $2,763 Shares 5,105 Est. Cost $2.56 Unrealized +353.3%
CB CHUBB LIMITED 1.1%
Value ($000) $2,576 Shares 22,177 Est. Cost $103.78 Unrealized +11.6%
AMGN AMGEN INC 1.1%
Value ($000) $2,532 Shares 9,965 Est. Cost $81.11 Unrealized +158.4%
ILMN ILLUMINA 1.0%
Value ($000) $2,322 Shares 7,510 Est. Cost $167.04 Unrealized +106.3%
BDX BECTON DICKINSON 1.0%
Value ($000) $2,203 Shares 9,463 Est. Cost $220.51 Unrealized +2.2%
NOVOZYMES A S DKK 2.0 0.9%
Value ($000) $2,078 Shares 33,096 Est. Cost $46.26 Unrealized
UNP UNION PACIFIC 0.9%
Value ($000) $1,996 Shares 10,140 Est. Cost $82.76 Unrealized +99.2%
XYL XYLEM INC 0.9%
Value ($000) $1,994 Shares 23,705 Est. Cost $42.94 Unrealized +70.2%
ACN ACCENTURE PLC SHS 0.9%
Value ($000) $1,963 Shares 8,684 Est. Cost $118.74 Unrealized +78.8%
SYK STRYKER CORP 0.8%
Value ($000) $1,932 Shares 9,270 Est. Cost $97.31 Unrealized +88.7%
ECL ECOLAB INC 0.8%
Value ($000) $1,879 Shares 9,400 Est. Cost $123.10 Unrealized +53.1%
XOM EXXON MOBIL 0.8%
Value ($000) $1,815 Shares 52,851 Est. Cost $52.75 Unrealized -38.7%
HON HONEYWELL INTL 0.8%
Value ($000) $1,792 Shares 10,890 Est. Cost $75.28 Unrealized +77.0%
CHD CHURCH & DWIGHT 0.8%
Value ($000) $1,768 Shares 18,875 Est. Cost $45.43 Unrealized +87.6%
JPM JPMORGAN CHASE 0.7%
Value ($000) $1,667 Shares 17,316 Est. Cost $81.65 Unrealized +4.6%
RHHBY ROCHE HLDG LTD ADR 0.7%
Value ($000) $1,596 Shares 37,300 Est. Cost $42.17 Unrealized
MRK MERCK 0.7%
Value ($000) $1,576 Shares 19,000 Est. Cost $37.22 Unrealized +77.1%
UNH UNITED HEALTH GROUP 0.6%
Value ($000) $1,456 Shares 4,670 Est. Cost $258.81 Unrealized +8.7%
TJX TJX COS 0.6%
Value ($000) $1,449 Shares 26,062 Est. Cost $47.86 Unrealized +4.6%
NKE NIKE INC CLASS B 0.6%
Value ($000) $1,395 Shares 11,110 Est. Cost $68.12 Unrealized +46.3%
ADBE ADOBE SYS 0.6%
Value ($000) $1,349 Shares 2,750 Est. Cost $67.51 Unrealized +589.1%
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $1,317 Shares 21,850 Est. Cost $39.00 Unrealized +24.6%
NEE NEXTERA ENERGY 0.6%
Value ($000) $1,302 Shares 4,690 Est. Cost $30.12 Unrealized +100.1%
CVX CHEVRON 0.6%
Value ($000) $1,289 Shares 17,892 Est. Cost $76.41 Unrealized -13.0%
ITW ILLINOIS TOOL WORKS 0.6%
Value ($000) $1,277 Shares 6,610 Est. Cost $77.12 Unrealized +116.9%
ORCL ORACLE 0.5%
Value ($000) $1,241 Shares 20,800 Est. Cost $43.47 Unrealized +21.3%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,186 Shares 30,050 Est. Cost $28.43 Unrealized +30.4%
EMR EMERSON ELECTRIC 0.5%
Value ($000) $1,175 Shares 17,910 Est. Cost $47.81 Unrealized +23.0%
SBUX STARBUCKS 0.5%
Value ($000) $1,086 Shares 12,650 Est. Cost $51.75 Unrealized +36.8%
COST COSTCO WHOLESALE 0.5%
Value ($000) $1,078 Shares 3,037 Est. Cost $201.98 Unrealized +53.0%
DEO DIAGEO PLC SPSD ADR 0.4%
Value ($000) $983 Shares 7,140 Est. Cost $107.91 Unrealized
QCOM QUALCOMM 0.4%
Value ($000) $972 Shares 8,260 Est. Cost $50.09 Unrealized +90.0%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $941 Shares 12,194 Est. Cost $50.48 Unrealized +33.4%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $861 Shares 14,479 Est. Cost $26.90 Unrealized +58.2%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $824 Shares 6,800 Est. Cost $93.73 Unrealized +11.7%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $800 Shares 17,300 Est. Cost $26.08 Unrealized +44.2%
TFX TELEFLEX 0.3%
Value ($000) $766 Shares 2,250 Est. Cost $242.87 Unrealized +47.5%
GILD GILEAD SCIENCES 0.3%
Value ($000) $695 Shares 11,000 Est. Cost $54.43 Unrealized +3.1%
GOOG ALPHABET INC CL C 0.3%
Value ($000) $669 Shares 455 Est. Cost $47.64 Unrealized +58.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $637 Shares 2,900 Est. Cost $76.09 Unrealized +138.4%
AVGO BROADCOM INC 0.3%
Value ($000) $601 Shares 1,650 Est. Cost $24.38 Unrealized +21.6%
PBA PEMBINA PIPELINE CO 0.2%
Value ($000) $553 Shares 26,000 Est. Cost $19.20 Unrealized -4.7%
MAGELLAN MIDSTREAM LP 0.2%
Value ($000) $553 Shares 16,175 Est. Cost $67.08 Unrealized
PFE PFIZER 0.2%
Value ($000) $468 Shares 12,755 Est. Cost $17.62 Unrealized +53.8%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $457 Shares 3,200 Est. Cost $37.35 Unrealized +212.8%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $441 Shares 3,900 Est. Cost $79.68 Unrealized +27.2%
SYY SYSCO 0.2%
Value ($000) $434 Shares 6,980 Est. Cost $28.17 Unrealized +79.0%
KO COCA COLA 0.2%
Value ($000) $419 Shares 8,480 Est. Cost $27.41 Unrealized +48.8%
JACOBS ENGINEERING GROUP INC 0.2%
Value ($000) $417 Shares 4,500 Est. Cost $49.78 Unrealized
YUM YUM BRANDS 0.2%
Value ($000) $411 Shares 4,500 Est. Cost $78.40 Unrealized +6.3%
CRM SALESFORCE.COM 0.2%
Value ($000) $377 Shares 1,500 Est. Cost $154.83 Unrealized +39.7%
BXP BOSTON PPTYS INC REIT 0.2%
Value ($000) $353 Shares 4,400 Est. Cost $86.59 Unrealized -23.5%
EISMX EATON VANCE ATLANTA CAPITAL SM 0.1%
Value ($000) $337 Shares 9,783 Est. Cost $29.85 Unrealized
DE DEERE & CO 0.1%
Value ($000) $336 Shares 1,515 Est. Cost $138.74 Unrealized +29.6%
APD AIR PRODUCTS & CHEM 0.1%
Value ($000) $298 Shares 1,000 Est. Cost $198.67 Unrealized +26.7%
CI CIGNA CORP NEW 0.1%
Value ($000) $288 Shares 1,700 Est. Cost $189.89 Unrealized -15.2%
WALGREEN BOOTS ALLIANCE INC 0.1%
Value ($000) $282 Shares 7,850 Est. Cost $78.13 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $260 Shares 4,700 Est. Cost $17.67 Unrealized +19.4%
ALLE ALLEGION PLC 0.1%
Value ($000) $247 Shares 2,500 Est. Cost $63.57 Unrealized +48.8%
IP INTL PAPER 0.1%
Value ($000) $243 Shares 6,000 Est. Cost $24.80 Unrealized +12.7%
WMT WAL-MART STORES 0.1%
Value ($000) $236 Shares 1,690 Est. Cost $41.31 Unrealized 0.0%
OTIS OTIS WORLDWIDE 0.1%
Value ($000) $230 Shares 3,677 Est. Cost $47.48 Unrealized +18.9%
CARR CARRIER GLOBAL 0.1%
Value ($000) $224 Shares 7,355 Est. Cost $17.13 Unrealized +53.9%
IR INGERSOLL RAND INC 0.1%
Value ($000) $220 Shares 6,176 Est. Cost $33.31 Unrealized 0.0%
DOW DOW CHEMICAL COMPANY 0.1%
Value ($000) $215 Shares 4,587 Est. Cost $33.48 Unrealized 0.0%
PAYX PAYCHEX 0.1%
Value ($000) $211 Shares 2,650 Est. Cost $58.96 Unrealized +9.5%
EPD ENTERPRISE PRODUCTS PTNR 0.1%
Value ($000) $189 Shares 12,000 Est. Cost $24.59 Unrealized