Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q4 2013 (Next →)

Filing Date: May 28, 2014

Total Value ($000): $142,651 (100.0% shares, 0.0% debt)

Holdings (111)

EXXON MOBIL 4.5%
Value ($000) $6,415 Shares 63,396 Est. Cost $101.19 Unrealized
JNJ JOHNSON & JOHNSON 4.4%
Value ($000) $6,301 Shares 68,801 Est. Cost $65.75 Unrealized 0.0%
PG PROCTER & GAMBLE 3.8%
Value ($000) $5,399 Shares 66,317 Est. Cost $58.01 Unrealized 0.0%
3M 3.1%
Value ($000) $4,407 Shares 31,420 Est. Cost $140.26 Unrealized
EMR EMERSON ELECTRIC 2.9%
Value ($000) $4,196 Shares 59,792 Est. Cost $48.18 Unrealized 0.0%
INTC INTEL CORP 2.8%
Value ($000) $3,989 Shares 153,670 Est. Cost $17.92 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 2.6%
Value ($000) $3,772 Shares 46,692 Est. Cost $51.46 Unrealized 0.0%
NSRGY NESTLE SA ADR 2.6%
Value ($000) $3,756 Shares 51,037 Est. Cost $73.59 Unrealized
CVX CHEVRON 2.5%
Value ($000) $3,628 Shares 29,040 Est. Cost $72.49 Unrealized 0.0%
PEP PEPSICO 2.4%
Value ($000) $3,488 Shares 42,061 Est. Cost $57.75 Unrealized 0.0%
CVS CVS CAREMARK 2.4%
Value ($000) $3,363 Shares 46,993 Est. Cost $46.31 Unrealized 0.0%
IBM INTL BUSINESS MACH 2.2%
Value ($000) $3,070 Shares 16,364 Est. Cost $106.40 Unrealized 0.0%
UNITED TECHNOLOGIES 2.1%
Value ($000) $2,970 Shares 26,099 Est. Cost $113.80 Unrealized
ATR APTARGROUP 2.1%
Value ($000) $2,943 Shares 43,400 Est. Cost $53.66 Unrealized 0.0%
GENERAL ELECTRIC 2.0%
Value ($000) $2,845 Shares 101,514 Est. Cost $28.03 Unrealized
ABT ABBOTT LABS 2.0%
Value ($000) $2,788 Shares 72,705 Est. Cost $29.23 Unrealized 0.0%
CNI CANADIAN NATL RAILWAY 1.9%
Value ($000) $2,700 Shares 47,366 Est. Cost $44.31 Unrealized 0.0%
ABBV ABBVIE 1.9%
Value ($000) $2,699 Shares 51,105 Est. Cost $30.39 Unrealized 0.0%
MASTERCARD 1.9%
Value ($000) $2,653 Shares 3,175 Est. Cost $835.59 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $2,650 Shares 70,837 Est. Cost $30.02 Unrealized 0.0%
NVS NOVARTIS AG ADR 1.7%
Value ($000) $2,483 Shares 30,912 Est. Cost $80.32 Unrealized
ROK ROCKWELL AUTOMATION 1.6%
Value ($000) $2,214 Shares 18,740 Est. Cost $87.37 Unrealized 0.0%
CISCO SYS INC 1.5%
Value ($000) $2,126 Shares 94,721 Est. Cost $22.44 Unrealized
QCOM QUALCOMM 1.4%
Value ($000) $2,053 Shares 27,650 Est. Cost $50.36 Unrealized 0.0%
SLB SCHLUMBERGER 1.4%
Value ($000) $2,014 Shares 22,360 Est. Cost $65.05 Unrealized 0.0%
AMGN AMGEN INC 1.3%
Value ($000) $1,816 Shares 15,921 Est. Cost $81.11 Unrealized 0.0%
E M C CORP MASS 1.3%
Value ($000) $1,804 Shares 71,748 Est. Cost $25.14 Unrealized
JOHNSON CONTROLS INC 1.2%
Value ($000) $1,758 Shares 34,275 Est. Cost $51.29 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $1,703 Shares 3,036 Est. Cost $16.37 Unrealized 0.0%
CELGENE CORP 1.2%
Value ($000) $1,691 Shares 10,005 Est. Cost $169.02 Unrealized
AFL AFLAC INC 1.1%
Value ($000) $1,548 Shares 23,174 Est. Cost $24.61 Unrealized 0.0%
GLAXOSMITHKLINE PLC ADR 1.1%
Value ($000) $1,521 Shares 28,495 Est. Cost $53.38 Unrealized
WFC WELLS FARGO 1.0%
Value ($000) $1,477 Shares 32,535 Est. Cost $30.76 Unrealized 0.0%
NOVOZYMES A S DKK 2.0 1.0%
Value ($000) $1,451 Shares 34,346 Est. Cost $42.25 Unrealized
ORACLE 1.0%
Value ($000) $1,442 Shares 37,705 Est. Cost $38.24 Unrealized
CHUBB CORP 0.9%
Value ($000) $1,309 Shares 13,540 Est. Cost $96.68 Unrealized
HON HONEYWELL INTL 0.9%
Value ($000) $1,284 Shares 14,050 Est. Cost $60.82 Unrealized 0.0%
JPMORGAN CHASE 0.9%
Value ($000) $1,240 Shares 21,201 Est. Cost $58.49 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $1,190 Shares 12,263 Est. Cost $70.01 Unrealized 0.0%
DE DEERE & CO 0.8%
Value ($000) $1,167 Shares 12,772 Est. Cost $67.46 Unrealized 0.0%
HP HELMERICH & PAYNE 0.8%
Value ($000) $1,159 Shares 13,775 Est. Cost $77.83 Unrealized 0.0%
MERCK 0.8%
Value ($000) $1,112 Shares 22,230 Est. Cost $50.02 Unrealized
KO COCA COLA 0.7%
Value ($000) $1,066 Shares 25,800 Est. Cost $26.95 Unrealized 0.0%
DU PONT 0.7%
Value ($000) $1,059 Shares 16,300 Est. Cost $64.97 Unrealized
TARGET CORP 0.7%
Value ($000) $1,046 Shares 16,520 Est. Cost $63.32 Unrealized
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $1,032 Shares 21,016 Est. Cost $26.61 Unrealized 0.0%
FISV FISERV 0.7%
Value ($000) $981 Shares 16,620 Est. Cost $26.98 Unrealized 0.0%
COVIDIEN 0.7%
Value ($000) $973 Shares 14,283 Est. Cost $68.12 Unrealized
LOW LOWES COMPANIES 0.7%
Value ($000) $963 Shares 19,435 Est. Cost $39.13 Unrealized 0.0%
PBA PEMBINA PIPELINE CO 0.7%
Value ($000) $959 Shares 27,222 Est. Cost $17.57 Unrealized 0.0%
GILD GILEAD SCIENCES 0.6%
Value ($000) $924 Shares 12,300 Est. Cost $48.38 Unrealized 0.0%
DIAGEO PLC SPSD ADR 0.6%
Value ($000) $861 Shares 6,505 Est. Cost $132.36 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $853 Shares 16,045 Est. Cost $34.16 Unrealized 0.0%
SYY SYSCO 0.6%
Value ($000) $846 Shares 23,435 Est. Cost $24.38 Unrealized 0.0%
CL COLGATE-PALMOLIVE 0.6%
Value ($000) $834 Shares 12,790 Est. Cost $48.40 Unrealized 0.0%
HD HOME DEPOT 0.6%
Value ($000) $827 Shares 10,050 Est. Cost $58.72 Unrealized 0.0%
RHHBY ROCHE HLDG LTD ADR 0.6%
Value ($000) $824 Shares 11,736 Est. Cost $70.21 Unrealized
OXY OCCIDENTAL PETE 0.6%
Value ($000) $809 Shares 8,510 Est. Cost $63.37 Unrealized 0.0%
COMCAST CORP NEW CL A 0.5%
Value ($000) $782 Shares 15,050 Est. Cost $51.96 Unrealized
NXPI NXP SEMICONDUCTORS 0.5%
Value ($000) $759 Shares 16,500 Est. Cost $36.59 Unrealized 0.0%
UNP UNION PACIFIC 0.5%
Value ($000) $756 Shares 4,500 Est. Cost $60.55 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL 0.5%
Value ($000) $690 Shares 17,221 Est. Cost $40.07 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.5%
Value ($000) $664 Shares 5,600 Est. Cost $115.63 Unrealized 0.0%
USB US BANCORP 0.4%
Value ($000) $614 Shares 15,195 Est. Cost $25.38 Unrealized 0.0%
GLW CORNING INC 0.4%
Value ($000) $609 Shares 34,200 Est. Cost $12.05 Unrealized 0.0%
CENOVUS ENERGY 0.4%
Value ($000) $607 Shares 21,150 Est. Cost $28.70 Unrealized
INGERSOLL RAND PLC 0.4%
Value ($000) $555 Shares 9,000 Est. Cost $61.67 Unrealized
PFE PFIZER 0.4%
Value ($000) $553 Shares 18,050 Est. Cost $17.62 Unrealized 0.0%
ABBNY ABB LTD SPON ADR 0.4%
Value ($000) $553 Shares 20,800 Est. Cost $26.59 Unrealized
MUNDER VERACITY SMALL CAP VALU 0.4%
Value ($000) $533 Shares 16,985 Est. Cost $31.38 Unrealized
APACHE 0.3%
Value ($000) $481 Shares 5,600 Est. Cost $85.89 Unrealized
CONOCOPHILLIPS 0.3%
Value ($000) $458 Shares 6,473 Est. Cost $70.76 Unrealized
SYK STRYKER CORP 0.3%
Value ($000) $454 Shares 6,040 Est. Cost $63.06 Unrealized 0.0%
PRGO PERRIGO CO 0.3%
Value ($000) $444 Shares 2,900 Est. Cost $144.14 Unrealized 0.0%
WMT WAL-MART STORES 0.3%
Value ($000) $429 Shares 5,450 Est. Cost $20.35 Unrealized 0.0%
LINEAR TECHNOLOGY 0.3%
Value ($000) $428 Shares 9,400 Est. Cost $45.53 Unrealized
ACCENTURE PLC SHS 0.3%
Value ($000) $423 Shares 5,150 Est. Cost $82.14 Unrealized
ALNY ALNYLAM PHARMA 0.3%
Value ($000) $399 Shares 6,222 Est. Cost $59.65 Unrealized 0.0%
WALGREEN 0.3%
Value ($000) $389 Shares 6,780 Est. Cost $57.37 Unrealized
SNA SNAP ON 0.3%
Value ($000) $383 Shares 3,500 Est. Cost $79.24 Unrealized 0.0%
ACE LIMITED 0.2%
Value ($000) $339 Shares 3,275 Est. Cost $103.51 Unrealized
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $330 Shares 3,920 Est. Cost $59.45 Unrealized 0.0%
ILMN ILLUMINA 0.2%
Value ($000) $329 Shares 2,975 Est. Cost $91.59 Unrealized 0.0%
LABORATORY CORP AMER 0.2%
Value ($000) $327 Shares 3,574 Est. Cost $91.49 Unrealized
CIPSX CHAMPLAIN SMALL CO FD ADV 0.2%
Value ($000) $322 Shares 19,157 Est. Cost $16.81 Unrealized
MONSANTO 0.2%
Value ($000) $315 Shares 2,700 Est. Cost $116.67 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $311 Shares 3,958 Est. Cost $32.86 Unrealized 0.0%
IP INTL PAPER 0.2%
Value ($000) $309 Shares 6,300 Est. Cost $26.03 Unrealized 0.0%
SU SUNCOR ENERGY 0.2%
Value ($000) $308 Shares 8,800 Est. Cost $23.19 Unrealized 0.0%
PAYX PAYCHEX 0.2%
Value ($000) $270 Shares 5,920 Est. Cost $29.42 Unrealized 0.0%
GOOGLE INC CLA 0.2%
Value ($000) $269 Shares 240 Est. Cost $1120.83 Unrealized
ASIMX ALGER SMID CAP GROWTH FUND CLA 0.2%
Value ($000) $254 Shares 13,400 Est. Cost $18.96 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $244 Shares 4,786 Est. Cost $39.58 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPONS 0.2%
Value ($000) $242 Shares 3,400 Est. Cost $71.18 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $242 Shares 3,138 Est. Cost $43.41 Unrealized 0.0%
ETN EATON CORP 0.2%
Value ($000) $233 Shares 3,068 Est. Cost $53.24 Unrealized 0.0%
MIPIX MATTHEWS ASIA DIVIDEND FUND IN 0.2%
Value ($000) $216 Shares 13,853 Est. Cost $15.59 Unrealized
BP BP PLC SPON ADR 0.1%
Value ($000) $212 Shares 4,350 Est. Cost $48.74 Unrealized
ENCANA 0.1%
Value ($000) $205 Shares 11,400 Est. Cost $17.98 Unrealized
JACOBS ENGINEERING 0.1%
Value ($000) $126 Shares 2,000 Est. Cost $63.00 Unrealized
COSTCO WHOLESALE 0.1%
Value ($000) $119 Shares 1,000 Est. Cost $119.00 Unrealized
SBUX STARBUCKS 0.1%
Value ($000) $102 Shares 1,300 Est. Cost $31.21 Unrealized 0.0%
CHD CHURCH & DWIGHT 0.1%
Value ($000) $99 Shares 1,500 Est. Cost $27.25 Unrealized 0.0%
ECL ECOLAB INC 0.1%
Value ($000) $83 Shares 800 Est. Cost $90.95 Unrealized 0.0%
YUM YUM BRANDS 0.1%
Value ($000) $76 Shares 1,000 Est. Cost $40.89 Unrealized 0.0%
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $74 Shares 400 Est. Cost $185.00 Unrealized
PRAXAIR 0.1%
Value ($000) $73 Shares 560 Est. Cost $130.36 Unrealized
EPD ENTERPRISE PRODUCTS PTNR 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $66.00 Unrealized
CERNER 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $56.00 Unrealized
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $44 Shares 952 Est. Cost $46.22 Unrealized
RANGE RESOURCES 0.0%
Value ($000) $42 Shares 500 Est. Cost $84.00 Unrealized