Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 23, 2014

Total Value ($000): $151,133 (100.0% shares, 0.0% debt)

Holdings (118)

JNJ JOHNSON & JOHNSON 4.6%
Value ($000) $6,917 Shares 66,116 Est. Cost $65.75 Unrealized +11.3%
EXXON MOBIL 4.1%
Value ($000) $6,138 Shares 60,961 Est. Cost $101.19 Unrealized
PG PROCTER & GAMBLE 3.4%
Value ($000) $5,120 Shares 65,155 Est. Cost $58.01 Unrealized +0.5%
INTC INTEL CORP 3.2%
Value ($000) $4,766 Shares 154,252 Est. Cost $17.92 Unrealized +15.4%
3M 2.9%
Value ($000) $4,340 Shares 30,305 Est. Cost $140.26 Unrealized
NSRGY NESTLE SA ADR 2.8%
Value ($000) $4,223 Shares 54,362 Est. Cost $73.83 Unrealized
CVX CHEVRON 2.6%
Value ($000) $3,973 Shares 30,442 Est. Cost $72.36 Unrealized +4.9%
ADP AUTOMATIC DATA PROCESSING 2.6%
Value ($000) $3,950 Shares 49,832 Est. Cost $51.53 Unrealized +2.6%
EMR EMERSON ELECTRIC 2.6%
Value ($000) $3,862 Shares 58,197 Est. Cost $48.18 Unrealized +2.0%
CVS CVS CAREMARK 2.4%
Value ($000) $3,630 Shares 48,168 Est. Cost $46.46 Unrealized +18.1%
UNITED TECHNOLOGIES 2.2%
Value ($000) $3,316 Shares 28,715 Est. Cost $114.00 Unrealized
ABT ABBOTT LABS 2.1%
Value ($000) $3,131 Shares 76,545 Est. Cost $29.32 Unrealized +7.4%
QCOM QUALCOMM 2.1%
Value ($000) $3,101 Shares 39,160 Est. Cost $51.93 Unrealized +10.3%
ATR APTARGROUP 2.0%
Value ($000) $3,010 Shares 44,925 Est. Cost $53.77 Unrealized +4.9%
SLB SCHLUMBERGER 1.9%
Value ($000) $2,913 Shares 24,695 Est. Cost $65.85 Unrealized +13.7%
NVS NOVARTIS AG ADR 1.9%
Value ($000) $2,883 Shares 31,837 Est. Cost $80.56 Unrealized
ABBV ABBVIE 1.9%
Value ($000) $2,873 Shares 50,905 Est. Cost $30.39 Unrealized +8.5%
IBM INTL BUSINESS MACH 1.9%
Value ($000) $2,839 Shares 15,659 Est. Cost $106.40 Unrealized +5.5%
MSFT MICROSOFT CORP 1.9%
Value ($000) $2,800 Shares 67,137 Est. Cost $30.02 Unrealized +13.1%
CNI CANADIAN NATL RAILWAY 1.8%
Value ($000) $2,756 Shares 42,385 Est. Cost $44.31 Unrealized +9.0%
GENERAL ELECTRIC 1.8%
Value ($000) $2,650 Shares 100,814 Est. Cost $28.03 Unrealized
PEP PEPSICO 1.7%
Value ($000) $2,504 Shares 28,025 Est. Cost $57.75 Unrealized +5.5%
ROK ROCKWELL AUTOMATION 1.7%
Value ($000) $2,499 Shares 19,965 Est. Cost $87.88 Unrealized +11.3%
CISCO SYS INC 1.6%
Value ($000) $2,471 Shares 99,485 Est. Cost $22.49 Unrealized
MASTERCARD 1.6%
Value ($000) $2,419 Shares 32,940 Est. Cost $148.00 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $2,040 Shares 21,952 Est. Cost $18.33 Unrealized +1.7%
GLAXOSMITHKLINE PLC ADR 1.3%
Value ($000) $1,988 Shares 37,170 Est. Cost $53.40 Unrealized
E M C CORP MASS 1.3%
Value ($000) $1,947 Shares 73,898 Est. Cost $25.17 Unrealized
AMGN AMGEN INC 1.2%
Value ($000) $1,861 Shares 15,721 Est. Cost $81.11 Unrealized +2.8%
JOHNSON CONTROLS INC 1.2%
Value ($000) $1,785 Shares 35,750 Est. Cost $51.20 Unrealized
HP HELMERICH & PAYNE 1.1%
Value ($000) $1,738 Shares 14,965 Est. Cost $79.83 Unrealized +37.2%
CELGENE CORP 1.1%
Value ($000) $1,718 Shares 20,010 Est. Cost $127.44 Unrealized
WFC WELLS FARGO 1.1%
Value ($000) $1,704 Shares 32,435 Est. Cost $30.76 Unrealized +18.0%
NOVOZYMES A S DKK 2.0 1.1%
Value ($000) $1,652 Shares 32,921 Est. Cost $42.25 Unrealized
FISV FISERV 1.0%
Value ($000) $1,575 Shares 26,100 Est. Cost $27.68 Unrealized +7.1%
ORACLE 1.0%
Value ($000) $1,556 Shares 38,405 Est. Cost $38.29 Unrealized
AFL AFLAC INC 0.9%
Value ($000) $1,411 Shares 22,674 Est. Cost $24.61 Unrealized -3.8%
HON HONEYWELL INTL 0.9%
Value ($000) $1,287 Shares 13,850 Est. Cost $60.82 Unrealized +8.0%
MERCK 0.8%
Value ($000) $1,268 Shares 21,930 Est. Cost $50.02 Unrealized
PBA PEMBINA PIPELINE CO 0.8%
Value ($000) $1,230 Shares 28,622 Est. Cost $17.78 Unrealized +23.2%
MCD MCDONALDS CORP 0.8%
Value ($000) $1,225 Shares 12,163 Est. Cost $70.01 Unrealized +6.8%
CHUBB CORP 0.8%
Value ($000) $1,212 Shares 13,140 Est. Cost $96.68 Unrealized
JPMORGAN CHASE 0.8%
Value ($000) $1,150 Shares 19,951 Est. Cost $58.49 Unrealized
TARGET CORP 0.7%
Value ($000) $1,106 Shares 19,095 Est. Cost $62.79 Unrealized
KO COCA COLA 0.7%
Value ($000) $1,072 Shares 25,300 Est. Cost $26.95 Unrealized +4.3%
DU PONT 0.7%
Value ($000) $1,054 Shares 16,100 Est. Cost $64.97 Unrealized
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $1,023 Shares 20,916 Est. Cost $26.61 Unrealized +0.7%
NXPI NXP SEMICONDUCTORS 0.7%
Value ($000) $1,016 Shares 15,350 Est. Cost $36.59 Unrealized +48.7%
DE DEERE & CO 0.7%
Value ($000) $1,004 Shares 11,097 Est. Cost $67.46 Unrealized +9.9%
LOW LOWES COMPANIES 0.6%
Value ($000) $909 Shares 18,935 Est. Cost $39.13 Unrealized -3.3%
RHHBY ROCHE HLDG LTD ADR 0.6%
Value ($000) $890 Shares 23,872 Est. Cost $53.68 Unrealized
GILD GILEAD SCIENCES 0.6%
Value ($000) $871 Shares 10,500 Est. Cost $48.38 Unrealized +11.8%
CL COLGATE-PALMOLIVE 0.6%
Value ($000) $863 Shares 12,655 Est. Cost $48.40 Unrealized +5.8%
COVIDIEN 0.6%
Value ($000) $857 Shares 9,495 Est. Cost $68.12 Unrealized
OXY OCCIDENTAL PETE 0.6%
Value ($000) $837 Shares 8,160 Est. Cost $63.37 Unrealized +4.4%
DIAGEO PLC SPSD ADR 0.5%
Value ($000) $828 Shares 6,505 Est. Cost $132.36 Unrealized
SYY SYSCO 0.5%
Value ($000) $813 Shares 21,735 Est. Cost $24.38 Unrealized +10.4%
COMCAST CORP NEW CL A 0.5%
Value ($000) $808 Shares 15,050 Est. Cost $51.96 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.5%
Value ($000) $759 Shares 15,645 Est. Cost $34.16 Unrealized -1.9%
GLW CORNING INC 0.5%
Value ($000) $751 Shares 34,200 Est. Cost $12.05 Unrealized +30.1%
HD HOME DEPOT 0.5%
Value ($000) $741 Shares 9,150 Est. Cost $58.72 Unrealized +2.4%
UNP UNION PACIFIC 0.5%
Value ($000) $738 Shares 7,400 Est. Cost $67.08 Unrealized +11.5%
BRK/B BERKSHIRE HATHAWAY CL B 0.5%
Value ($000) $709 Shares 5,600 Est. Cost $115.63 Unrealized +9.5%
USB US BANCORP 0.4%
Value ($000) $658 Shares 15,195 Est. Cost $25.38 Unrealized +10.0%
CENOVUS ENERGY 0.4%
Value ($000) $588 Shares 18,150 Est. Cost $28.70 Unrealized
APACHE 0.4%
Value ($000) $563 Shares 5,600 Est. Cost $85.89 Unrealized
INGERSOLL RAND PLC 0.4%
Value ($000) $563 Shares 9,000 Est. Cost $61.67 Unrealized
CONOCOPHILLIPS 0.4%
Value ($000) $555 Shares 6,473 Est. Cost $70.76 Unrealized
ILMN ILLUMINA 0.4%
Value ($000) $540 Shares 3,025 Est. Cost $92.54 Unrealized +61.2%
XILINX 0.4%
Value ($000) $533 Shares 11,250 Est. Cost $50.23 Unrealized
PFE PFIZER 0.4%
Value ($000) $529 Shares 17,850 Est. Cost $17.62 Unrealized -0.4%
SYK STRYKER CORP 0.3%
Value ($000) $509 Shares 6,040 Est. Cost $63.06 Unrealized +12.8%
WALGREEN 0.3%
Value ($000) $503 Shares 6,780 Est. Cost $57.37 Unrealized
PRGO PERRIGO CO 0.3%
Value ($000) $469 Shares 3,220 Est. Cost $143.90 Unrealized -1.5%
MUNDER VERACITY SMALL CAP VALU 0.3%
Value ($000) $432 Shares 12,971 Est. Cost $31.38 Unrealized
ACCENTURE PLC SHS 0.3%
Value ($000) $416 Shares 5,150 Est. Cost $82.14 Unrealized
SNA SNAP ON 0.3%
Value ($000) $415 Shares 3,500 Est. Cost $79.24 Unrealized +12.4%
ABBNY ABB LTD SPON ADR 0.3%
Value ($000) $411 Shares 17,800 Est. Cost $26.59 Unrealized
WMT WAL-MART STORES 0.3%
Value ($000) $409 Shares 5,450 Est. Cost $20.35 Unrealized +0.9%
LINEAR TECHNOLOGY 0.3%
Value ($000) $395 Shares 8,400 Est. Cost $45.53 Unrealized
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $343 Shares 3,920 Est. Cost $59.45 Unrealized +10.1%
PRAXAIR 0.2%
Value ($000) $337 Shares 2,535 Est. Cost $132.37 Unrealized
UNFI UNITED NATURAL FOODS 0.2%
Value ($000) $328 Shares 5,040 Est. Cost $66.87 Unrealized 0.0%
IP INTL PAPER 0.2%
Value ($000) $318 Shares 6,300 Est. Cost $26.03 Unrealized +3.9%
NKE NIKE INC CLASS B 0.2%
Value ($000) $307 Shares 3,958 Est. Cost $32.86 Unrealized -2.2%
LABORATORY CORP AMER 0.2%
Value ($000) $305 Shares 2,980 Est. Cost $91.49 Unrealized
CIPSX CHAMPLAIN SMALL CO FD ADV 0.2%
Value ($000) $298 Shares 17,657 Est. Cost $16.81 Unrealized
ACE LIMITED 0.2%
Value ($000) $292 Shares 2,820 Est. Cost $103.51 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $292 Shares 4,706 Est. Cost $39.58 Unrealized +21.3%
ENCANA 0.2%
Value ($000) $289 Shares 12,200 Est. Cost $18.36 Unrealized
MONSANTO 0.2%
Value ($000) $284 Shares 2,275 Est. Cost $116.94 Unrealized
ROYAL DUTCH SHELL PLC SPONS 0.2%
Value ($000) $280 Shares 3,400 Est. Cost $71.18 Unrealized
ASIMX ALGER SMID CAP GROWTH FUND CLA 0.2%
Value ($000) $263 Shares 13,400 Est. Cost $18.96 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $252 Shares 3,138 Est. Cost $43.41 Unrealized +24.8%
PAYX PAYCHEX 0.2%
Value ($000) $246 Shares 5,920 Est. Cost $29.42 Unrealized -2.1%
BP BP PLC SPON ADR 0.2%
Value ($000) $230 Shares 4,350 Est. Cost $48.74 Unrealized
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $228 Shares 3,611 Est. Cost $59.62 Unrealized -0.3%
ANADARKO PETE 0.1%
Value ($000) $213 Shares 1,950 Est. Cost $109.23 Unrealized
XYLEM INC 0.1%
Value ($000) $204 Shares 5,225 Est. Cost $39.04 Unrealized
ADBE ADOBE SYS 0.1%
Value ($000) $197 Shares 2,720 Est. Cost $64.50 Unrealized 0.0%
ROSETTA RESOURCES INC 0.1%
Value ($000) $197 Shares 3,600 Est. Cost $54.72 Unrealized
CIMAREX ENERGY 0.1%
Value ($000) $186 Shares 1,299 Est. Cost $143.19 Unrealized
ETN EATON CORP 0.1%
Value ($000) $175 Shares 2,268 Est. Cost $53.24 Unrealized +5.7%
CIGNA 0.1%
Value ($000) $175 Shares 1,900 Est. Cost $92.11 Unrealized
GOOGLE INC CL A 0.1%
Value ($000) $140 Shares 240 Est. Cost $583.33 Unrealized
GOOGLE INC 0.1%
Value ($000) $138 Shares 240 Est. Cost $575.00 Unrealized
SU SUNCOR ENERGY 0.1%
Value ($000) $119 Shares 2,800 Est. Cost $23.19 Unrealized +12.1%
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $115 Shares 2,500 Est. Cost $67.90 Unrealized
COSTCO WHOLESALE 0.1%
Value ($000) $115 Shares 1,000 Est. Cost $119.00 Unrealized
JACOBS ENGINEERING 0.1%
Value ($000) $107 Shares 2,000 Est. Cost $63.00 Unrealized
CHD CHURCH & DWIGHT 0.1%
Value ($000) $105 Shares 1,500 Est. Cost $27.25 Unrealized +7.7%
SBUX STARBUCKS 0.1%
Value ($000) $101 Shares 1,300 Est. Cost $31.21 Unrealized -7.5%
ECL ECOLAB INC 0.1%
Value ($000) $89 Shares 800 Est. Cost $90.95 Unrealized +3.6%
YUM YUM BRANDS 0.1%
Value ($000) $81 Shares 1,000 Est. Cost $40.89 Unrealized +9.2%
EPD ENTERPRISE PRODUCTS PTNR 0.1%
Value ($000) $78 Shares 1,000 Est. Cost $66.00 Unrealized
CERNER 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $56.00 Unrealized
RANGE RESOURCES 0.0%
Value ($000) $43 Shares 500 Est. Cost $84.00 Unrealized
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $43 Shares 952 Est. Cost $46.22 Unrealized