Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $245,787 (100.0% shares, 0.0% debt)

Holdings (95)

AAPL APPLE INC 5.5%
Value ($000) $13,587 Shares 102,392 Est. Cost $84.44 Unrealized +38.6%
MA MASTERCARD 4.0%
Value ($000) $9,904 Shares 27,747 Est. Cost $144.85 Unrealized +123.2%
ABT ABBOTT LABS 3.6%
Value ($000) $8,958 Shares 81,811 Est. Cost $33.26 Unrealized +198.4%
ADP AUTOMATIC DATA PROCESSING 3.6%
Value ($000) $8,779 Shares 49,818 Est. Cost $58.92 Unrealized +150.3%
MSFT MICROSOFT CORP 3.5%
Value ($000) $8,542 Shares 38,400 Est. Cost $33.80 Unrealized +509.6%
GOOGL ALPHABET INC CL A 3.5%
Value ($000) $8,515 Shares 4,859 Est. Cost $36.87 Unrealized +126.5%
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $7,902 Shares 50,210 Est. Cost $70.47 Unrealized +81.0%
PG PROCTER & GAMBLE 3.1%
Value ($000) $7,720 Shares 55,486 Est. Cost $59.30 Unrealized +107.7%
DHR DANAHER CORP 2.8%
Value ($000) $6,902 Shares 31,071 Est. Cost $63.73 Unrealized +207.6%
ATR APTARGROUP 2.7%
Value ($000) $6,570 Shares 47,994 Est. Cost $57.00 Unrealized +103.6%
NSRGY NESTLE SA ADR 2.5%
Value ($000) $6,127 Shares 52,017 Est. Cost $74.90 Unrealized
ADI ANALOG DEVICES 2.4%
Value ($000) $5,988 Shares 40,536 Est. Cost $62.21 Unrealized +94.8%
CNI CANADIAN NATL RAILWAY 2.3%
Value ($000) $5,680 Shares 51,705 Est. Cost $51.75 Unrealized +89.3%
ROK ROCKWELL AUTOMATION 2.3%
Value ($000) $5,610 Shares 22,366 Est. Cost $93.42 Unrealized +139.8%
INTC INTEL CORP 2.3%
Value ($000) $5,573 Shares 111,867 Est. Cost $19.03 Unrealized +131.4%
DIS DISNEY 2.2%
Value ($000) $5,318 Shares 29,352 Est. Cost $117.21 Unrealized +19.6%
FISV FISERV 2.0%
Value ($000) $4,939 Shares 43,385 Est. Cost $49.20 Unrealized +119.0%
AMZN AMAZON.COM 2.0%
Value ($000) $4,885 Shares 1,500 Est. Cost $75.22 Unrealized +112.1%
PYPL PAYPAL HOLDINGS 1.9%
Value ($000) $4,625 Shares 19,750 Est. Cost $97.61 Unrealized +111.8%
NVS NOVARTIS AG ADR 1.7%
Value ($000) $4,211 Shares 44,590 Est. Cost $82.79 Unrealized
XILINX 1.6%
Value ($000) $3,944 Shares 27,817 Est. Cost $56.61 Unrealized
ABBV ABBVIE 1.6%
Value ($000) $3,938 Shares 36,750 Est. Cost $36.90 Unrealized +114.0%
RTX RAYTHEON TECHNOLOGIES 1.6%
Value ($000) $3,818 Shares 53,408 Est. Cost $54.58 Unrealized +7.0%
HD HOME DEPOT 1.5%
Value ($000) $3,651 Shares 13,745 Est. Cost $95.95 Unrealized +152.7%
CVS CVS HEALTH 1.4%
Value ($000) $3,482 Shares 50,965 Est. Cost $48.28 Unrealized +14.4%
PEP PEPSICO 1.3%
Value ($000) $3,241 Shares 21,854 Est. Cost $67.45 Unrealized +79.8%
MMM 3M 1.3%
Value ($000) $3,150 Shares 18,024 Est. Cost $95.37 Unrealized +23.2%
UNILEVER PLC NEW ADR 1.2%
Value ($000) $3,065 Shares 50,770 Est. Cost $47.03 Unrealized
ILMN ILLUMINA 1.2%
Value ($000) $2,840 Shares 7,678 Est. Cost $170.36 Unrealized +87.1%
LOW LOWES COMPANIES 1.1%
Value ($000) $2,801 Shares 17,450 Est. Cost $52.17 Unrealized +183.8%
BDX BECTON DICKINSON 1.1%
Value ($000) $2,594 Shares 10,367 Est. Cost $220.00 Unrealized -2.5%
NVDA NVIDIA CORP 1.0%
Value ($000) $2,543 Shares 4,870 Est. Cost $2.56 Unrealized +421.8%
XYL XYLEM INC 1.0%
Value ($000) $2,449 Shares 24,060 Est. Cost $43.61 Unrealized +103.1%
SYK STRYKER CORP 0.9%
Value ($000) $2,270 Shares 9,265 Est. Cost $97.31 Unrealized +120.5%
ACN ACCENTURE PLC SHS 0.9%
Value ($000) $2,268 Shares 8,684 Est. Cost $118.74 Unrealized +87.8%
CB CHUBB LIMITED 0.9%
Value ($000) $2,226 Shares 14,460 Est. Cost $103.78 Unrealized +25.3%
AMGN AMGEN INC 0.9%
Value ($000) $2,130 Shares 9,265 Est. Cost $81.11 Unrealized +142.1%
HON HONEYWELL INTL 0.9%
Value ($000) $2,114 Shares 9,940 Est. Cost $75.28 Unrealized +117.5%
JPM JPMORGAN CHASE 0.8%
Value ($000) $2,073 Shares 16,316 Est. Cost $81.65 Unrealized +20.2%
TJX TJX COS 0.8%
Value ($000) $2,071 Shares 30,317 Est. Cost $49.07 Unrealized +15.1%
XOM EXXON MOBIL 0.8%
Value ($000) $2,061 Shares 50,004 Est. Cost $52.75 Unrealized -42.4%
ECL ECOLAB INC 0.8%
Value ($000) $2,034 Shares 9,400 Est. Cost $123.10 Unrealized +60.4%
UNP UNION PACIFIC 0.8%
Value ($000) $2,029 Shares 9,740 Est. Cost $82.76 Unrealized +115.2%
NOVOZYMES A S DKK 2.0 0.8%
Value ($000) $1,882 Shares 32,876 Est. Cost $46.26 Unrealized
NKE NIKE INC CLASS B 0.7%
Value ($000) $1,742 Shares 12,310 Est. Cost $73.49 Unrealized +67.7%
UNH UNITED HEALTH GROUP 0.7%
Value ($000) $1,705 Shares 4,864 Est. Cost $260.78 Unrealized +18.2%
CHD CHURCH & DWIGHT 0.7%
Value ($000) $1,646 Shares 18,875 Est. Cost $45.43 Unrealized +83.5%
RHHBY ROCHE HLDG LTD ADR 0.7%
Value ($000) $1,635 Shares 37,300 Est. Cost $42.17 Unrealized
MRK MERCK 0.6%
Value ($000) $1,529 Shares 18,700 Est. Cost $37.22 Unrealized +74.2%
NEE NEXTERA ENERGY 0.6%
Value ($000) $1,447 Shares 18,760 Est. Cost $56.76 Unrealized +15.6%
EMR EMERSON ELECTRIC 0.6%
Value ($000) $1,440 Shares 17,910 Est. Cost $47.81 Unrealized +39.8%
ADBE ADOBE SYS 0.6%
Value ($000) $1,375 Shares 2,750 Est. Cost $67.51 Unrealized +615.6%
SBUX STARBUCKS 0.6%
Value ($000) $1,353 Shares 12,650 Est. Cost $51.75 Unrealized +64.6%
ITW ILLINOIS TOOL WORKS 0.5%
Value ($000) $1,348 Shares 6,610 Est. Cost $77.12 Unrealized +134.7%
ORCL ORACLE 0.5%
Value ($000) $1,345 Shares 20,800 Est. Cost $43.47 Unrealized +27.7%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,326 Shares 29,650 Est. Cost $28.43 Unrealized +24.1%
BMY BRISTOL-MYERS SQUIBB 0.5%
Value ($000) $1,309 Shares 21,100 Est. Cost $39.00 Unrealized +28.3%
QCOM QUALCOMM 0.5%
Value ($000) $1,258 Shares 8,260 Est. Cost $50.09 Unrealized +149.0%
CVX CHEVRON 0.5%
Value ($000) $1,196 Shares 14,157 Est. Cost $76.41 Unrealized -14.9%
COST COSTCO WHOLESALE 0.5%
Value ($000) $1,144 Shares 3,037 Est. Cost $201.98 Unrealized +72.0%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $1,043 Shares 12,194 Est. Cost $50.48 Unrealized +45.4%
DEO DIAGEO PLC SPSD ADR 0.4%
Value ($000) $999 Shares 6,290 Est. Cost $107.91 Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $973 Shares 6,700 Est. Cost $93.73 Unrealized +37.9%
TFX TELEFLEX 0.4%
Value ($000) $926 Shares 2,250 Est. Cost $242.87 Unrealized +47.0%
BXP BOSTON PPTYS INC REIT 0.3%
Value ($000) $828 Shares 8,762 Est. Cost $77.63 Unrealized -11.6%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $828 Shares 15,800 Est. Cost $26.08 Unrealized +59.7%
GOOG ALPHABET INC CL C 0.3%
Value ($000) $797 Shares 455 Est. Cost $47.64 Unrealized +75.8%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $795 Shares 13,532 Est. Cost $26.90 Unrealized +63.5%
AVGO BROADCOM INC 0.3%
Value ($000) $722 Shares 1,650 Est. Cost $24.38 Unrealized +42.8%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $644 Shares 15,175 Est. Cost $67.08 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $622 Shares 2,900 Est. Cost $76.09 Unrealized +154.0%
PBA PEMBINA PIPELINE CO 0.2%
Value ($000) $610 Shares 25,800 Est. Cost $19.20 Unrealized -6.9%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $525 Shares 3,200 Est. Cost $37.35 Unrealized +260.4%
SYY SYSCO 0.2%
Value ($000) $507 Shares 6,825 Est. Cost $28.17 Unrealized +113.0%
GILD GILEAD SCIENCES 0.2%
Value ($000) $495 Shares 8,500 Est. Cost $54.43 Unrealized -9.3%
YUM YUM BRANDS 0.2%
Value ($000) $489 Shares 4,500 Est. Cost $78.40 Unrealized +18.3%
PFE PFIZER 0.2%
Value ($000) $470 Shares 12,755 Est. Cost $17.62 Unrealized +62.5%
KO COCA COLA 0.2%
Value ($000) $465 Shares 8,480 Est. Cost $27.41 Unrealized +61.5%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $460 Shares 3,900 Est. Cost $79.68 Unrealized +34.8%
JACOBS ENGINEERING GROUP INC 0.2%
Value ($000) $436 Shares 4,000 Est. Cost $49.78 Unrealized
DE DEERE & CO 0.2%
Value ($000) $409 Shares 1,515 Est. Cost $138.74 Unrealized +67.3%
EISMX EATON VANCE ATLANTA CAPITAL SM 0.1%
Value ($000) $368 Shares 9,783 Est. Cost $29.85 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $343 Shares 1,650 Est. Cost $189.89 Unrealized -5.5%
CRM SALESFORCE.COM 0.1%
Value ($000) $334 Shares 1,500 Est. Cost $154.83 Unrealized +55.2%
WALGREEN BOOTS ALLIANCE INC 0.1%
Value ($000) $313 Shares 7,850 Est. Cost $78.13 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $310 Shares 4,364 Est. Cost $17.67 Unrealized +34.2%
IP INTL PAPER 0.1%
Value ($000) $298 Shares 6,000 Est. Cost $24.80 Unrealized +44.6%
ALLE ALLEGION PLC 0.1%
Value ($000) $291 Shares 2,500 Est. Cost $63.57 Unrealized +59.8%
IR INGERSOLL RAND INC 0.1%
Value ($000) $281 Shares 6,176 Est. Cost $33.31 Unrealized +23.6%
APD AIR PRODUCTS & CHEM 0.1%
Value ($000) $273 Shares 1,000 Est. Cost $198.67 Unrealized +24.6%
PAYX PAYCHEX 0.1%
Value ($000) $247 Shares 2,650 Est. Cost $58.96 Unrealized +30.5%
DOW DOW CHEMICAL COMPANY 0.1%
Value ($000) $238 Shares 4,300 Est. Cost $33.48 Unrealized +16.6%
CARR CARRIER GLOBAL 0.1%
Value ($000) $221 Shares 5,855 Est. Cost $17.13 Unrealized +97.4%
CERNER 0.1%
Value ($000) $212 Shares 2,700 Est. Cost $78.52 Unrealized
EOG EOG RESOURCES 0.1%
Value ($000) $208 Shares 4,177 Est. Cost $34.11 Unrealized 0.0%