Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 24, 2014

Total Value ($000): $141,997 (100.0% shares, 0.0% debt)

Holdings (117)

JNJ JOHNSON & JOHNSON 4.3%
Value ($000) $6,100 Shares 57,231 Est. Cost $65.75 Unrealized +14.9%
EXXON MOBIL 3.8%
Value ($000) $5,460 Shares 58,061 Est. Cost $101.19 Unrealized
INTC INTEL CORP 3.5%
Value ($000) $5,005 Shares 143,752 Est. Cost $17.92 Unrealized +43.6%
PG PROCTER & GAMBLE 3.4%
Value ($000) $4,897 Shares 58,476 Est. Cost $58.01 Unrealized +3.0%
3M 2.7%
Value ($000) $3,859 Shares 27,235 Est. Cost $140.26 Unrealized
NSRGY NESTLE SA ADR 2.6%
Value ($000) $3,622 Shares 49,182 Est. Cost $73.83 Unrealized
CVS CVS HEALTH 2.5%
Value ($000) $3,613 Shares 45,393 Est. Cost $46.46 Unrealized +23.7%
ADP AUTOMATIC DATA PROCESSING 2.5%
Value ($000) $3,567 Shares 48,932 Est. Cost $51.53 Unrealized +9.2%
UNITED TECHNOLOGIES 2.4%
Value ($000) $3,362 Shares 31,840 Est. Cost $113.18 Unrealized
EMR EMERSON ELECTRIC 2.4%
Value ($000) $3,339 Shares 53,347 Est. Cost $48.18 Unrealized -0.9%
QCOM QUALCOMM 2.2%
Value ($000) $3,087 Shares 41,285 Est. Cost $52.11 Unrealized +6.4%
IBM INTL BUSINESS MACH 2.2%
Value ($000) $3,076 Shares 16,209 Est. Cost $106.67 Unrealized +7.2%
CVX CHEVRON 2.1%
Value ($000) $2,997 Shares 25,122 Est. Cost $72.36 Unrealized +8.5%
MSFT MICROSOFT CORP 2.1%
Value ($000) $2,951 Shares 63,637 Est. Cost $30.02 Unrealized +25.5%
ABT ABBOTT LABS 2.0%
Value ($000) $2,805 Shares 67,445 Est. Cost $29.32 Unrealized +16.4%
SLB SCHLUMBERGER 1.9%
Value ($000) $2,738 Shares 26,920 Est. Cost $66.98 Unrealized +18.7%
NVS NOVARTIS AG ADR 1.9%
Value ($000) $2,703 Shares 28,727 Est. Cost $80.56 Unrealized
CNI CANADIAN NATL RAILWAY 1.8%
Value ($000) $2,614 Shares 36,835 Est. Cost $44.31 Unrealized +27.4%
MASTERCARD 1.8%
Value ($000) $2,519 Shares 34,090 Est. Cost $145.50 Unrealized
PEP PEPSICO 1.7%
Value ($000) $2,478 Shares 26,625 Est. Cost $57.75 Unrealized +12.3%
CISCO SYS INC 1.7%
Value ($000) $2,383 Shares 94,685 Est. Cost $22.49 Unrealized
ATR APTARGROUP 1.7%
Value ($000) $2,375 Shares 39,125 Est. Cost $53.77 Unrealized +0.7%
ABBV ABBVIE 1.6%
Value ($000) $2,317 Shares 40,105 Est. Cost $30.39 Unrealized +15.8%
AAPL APPLE INC 1.6%
Value ($000) $2,231 Shares 22,142 Est. Cost $18.33 Unrealized +17.9%
ROK ROCKWELL AUTOMATION 1.5%
Value ($000) $2,182 Shares 19,855 Est. Cost $87.88 Unrealized +6.8%
GENERAL ELECTRIC 1.5%
Value ($000) $2,157 Shares 84,214 Est. Cost $28.03 Unrealized
AMGN AMGEN INC 1.5%
Value ($000) $2,133 Shares 15,186 Est. Cost $81.11 Unrealized +16.5%
CELGENE CORP 1.5%
Value ($000) $2,113 Shares 22,290 Est. Cost $124.10 Unrealized
E M C CORP MASS 1.3%
Value ($000) $1,810 Shares 61,898 Est. Cost $25.17 Unrealized
GLAXOSMITHKLINE PLC ADR 1.3%
Value ($000) $1,801 Shares 39,170 Est. Cost $53.02 Unrealized
FISV FISERV 1.2%
Value ($000) $1,724 Shares 26,675 Est. Cost $27.76 Unrealized +13.8%
JOHNSON CONTROLS INC 1.1%
Value ($000) $1,612 Shares 36,650 Est. Cost $51.03 Unrealized
ORACLE 1.1%
Value ($000) $1,591 Shares 41,545 Est. Cost $38.29 Unrealized
MCD MCDONALDS CORP 1.1%
Value ($000) $1,589 Shares 16,763 Est. Cost $70.35 Unrealized +1.3%
WFC WELLS FARGO 1.1%
Value ($000) $1,527 Shares 29,435 Est. Cost $30.76 Unrealized +21.6%
HON HONEYWELL INTL 0.9%
Value ($000) $1,290 Shares 13,850 Est. Cost $60.82 Unrealized +10.3%
MERCK 0.9%
Value ($000) $1,236 Shares 20,830 Est. Cost $50.02 Unrealized
LOW LOWES COMPANIES 0.9%
Value ($000) $1,214 Shares 22,935 Est. Cost $39.49 Unrealized +4.3%
NOVOZYMES A S DKK 2.0 0.8%
Value ($000) $1,193 Shares 27,471 Est. Cost $42.25 Unrealized
TARGET CORP 0.8%
Value ($000) $1,190 Shares 18,970 Est. Cost $62.79 Unrealized
JPMORGAN CHASE 0.8%
Value ($000) $1,190 Shares 19,751 Est. Cost $58.49 Unrealized
PBA PEMBINA PIPELINE CO 0.8%
Value ($000) $1,166 Shares 27,650 Est. Cost $17.78 Unrealized +36.8%
RHHBY ROCHE HLDG LTD ADR 0.8%
Value ($000) $1,142 Shares 30,872 Est. Cost $49.89 Unrealized
DU PONT 0.8%
Value ($000) $1,084 Shares 15,100 Est. Cost $64.97 Unrealized
GILD GILEAD SCIENCES 0.7%
Value ($000) $1,064 Shares 10,000 Est. Cost $48.38 Unrealized +40.6%
NXPI NXP SEMICONDUCTORS 0.7%
Value ($000) $1,023 Shares 14,950 Est. Cost $36.59 Unrealized +61.5%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $998 Shares 19,956 Est. Cost $26.61 Unrealized +4.4%
DIAGEO PLC SPSD ADR 0.7%
Value ($000) $981 Shares 8,505 Est. Cost $128.36 Unrealized
AFL AFLAC INC 0.7%
Value ($000) $953 Shares 16,354 Est. Cost $24.61 Unrealized -5.6%
HP HELMERICH & PAYNE 0.7%
Value ($000) $937 Shares 9,575 Est. Cost $79.83 Unrealized +33.1%
CL COLGATE-PALMOLIVE 0.6%
Value ($000) $821 Shares 12,585 Est. Cost $48.40 Unrealized +4.7%
COMCAST CORP NEW CL A 0.6%
Value ($000) $809 Shares 15,050 Est. Cost $51.96 Unrealized
UNP UNION PACIFIC 0.6%
Value ($000) $802 Shares 7,400 Est. Cost $67.08 Unrealized +19.7%
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $800 Shares 15,645 Est. Cost $34.16 Unrealized +0.2%
OXY OCCIDENTAL PETE 0.6%
Value ($000) $785 Shares 8,160 Est. Cost $63.37 Unrealized +7.4%
HD HOME DEPOT 0.5%
Value ($000) $747 Shares 8,150 Est. Cost $58.72 Unrealized +11.9%
PRAXAIR 0.5%
Value ($000) $682 Shares 5,285 Est. Cost $130.64 Unrealized
USB US BANCORP 0.4%
Value ($000) $636 Shares 15,195 Est. Cost $25.38 Unrealized +12.0%
DE DEERE & CO 0.4%
Value ($000) $624 Shares 7,609 Est. Cost $67.46 Unrealized +2.8%
KO COCA COLA 0.4%
Value ($000) $533 Shares 12,500 Est. Cost $26.95 Unrealized +7.1%
PFE PFIZER 0.4%
Value ($000) $527 Shares 17,850 Est. Cost $17.62 Unrealized -1.0%
APACHE 0.4%
Value ($000) $526 Shares 5,600 Est. Cost $85.89 Unrealized
XILINX 0.4%
Value ($000) $509 Shares 12,000 Est. Cost $49.74 Unrealized
INGERSOLL RAND PLC 0.4%
Value ($000) $507 Shares 9,000 Est. Cost $61.67 Unrealized
MAGELLAN MIDSTREAM LP 0.4%
Value ($000) $505 Shares 6,000 Est. Cost $84.17 Unrealized
SYK STRYKER CORP 0.4%
Value ($000) $504 Shares 6,240 Est. Cost $63.34 Unrealized +13.6%
CONOCOPHILLIPS 0.3%
Value ($000) $496 Shares 6,473 Est. Cost $70.76 Unrealized
CHUBB CORP 0.3%
Value ($000) $496 Shares 5,440 Est. Cost $96.68 Unrealized
ACCENTURE PLC SHS 0.3%
Value ($000) $484 Shares 5,950 Est. Cost $82.03 Unrealized
PRGO PERRIGO CO 0.3%
Value ($000) $483 Shares 3,220 Est. Cost $143.90 Unrealized +3.6%
ECL ECOLAB INC 0.3%
Value ($000) $459 Shares 4,000 Est. Cost $97.60 Unrealized +1.7%
GLW CORNING INC 0.3%
Value ($000) $456 Shares 23,600 Est. Cost $12.05 Unrealized +28.4%
ILMN ILLUMINA 0.3%
Value ($000) $438 Shares 2,675 Est. Cost $92.54 Unrealized +80.6%
WMT WAL-MART STORES 0.3%
Value ($000) $417 Shares 5,450 Est. Cost $20.35 Unrealized -0.2%
CENOVUS ENERGY 0.3%
Value ($000) $414 Shares 15,450 Est. Cost $28.70 Unrealized
WALGREEN 0.3%
Value ($000) $402 Shares 6,780 Est. Cost $57.37 Unrealized
MUNDER VERACITY SMALL CAP VALU 0.3%
Value ($000) $402 Shares 12,971 Est. Cost $31.38 Unrealized
ETN EATON CORP 0.3%
Value ($000) $397 Shares 6,268 Est. Cost $53.81 Unrealized +0.6%
CHD CHURCH & DWIGHT 0.3%
Value ($000) $386 Shares 5,500 Est. Cost $28.68 Unrealized +1.9%
ABBNY ABB LTD SPON ADR 0.3%
Value ($000) $377 Shares 16,800 Est. Cost $26.59 Unrealized
NEXTERA ENERGY 0.3%
Value ($000) $376 Shares 4,000 Est. Cost $94.00 Unrealized
LINEAR TECHNOLOGY 0.3%
Value ($000) $373 Shares 8,400 Est. Cost $45.53 Unrealized
PLUM CREEK TIMBER CO INC 0.2%
Value ($000) $349 Shares 8,952 Est. Cost $39.75 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $340 Shares 3,808 Est. Cost $32.86 Unrealized +4.6%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $331 Shares 3,920 Est. Cost $59.45 Unrealized +11.3%
JACOBS ENGINEERING 0.2%
Value ($000) $317 Shares 6,500 Est. Cost $53.15 Unrealized
UNFI UNITED NATURAL FOODS 0.2%
Value ($000) $312 Shares 5,075 Est. Cost $66.87 Unrealized -6.1%
LLY ELI LILLY & CO 0.2%
Value ($000) $305 Shares 4,706 Est. Cost $39.58 Unrealized +29.8%
IP INTL PAPER 0.2%
Value ($000) $300 Shares 6,300 Est. Cost $26.03 Unrealized +10.0%
ACE LIMITED 0.2%
Value ($000) $296 Shares 2,820 Est. Cost $103.51 Unrealized
YUM YUM BRANDS 0.2%
Value ($000) $288 Shares 4,000 Est. Cost $42.41 Unrealized +1.2%
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $282 Shares 3,611 Est. Cost $59.62 Unrealized +8.2%
LABORATORY CORP AMER 0.2%
Value ($000) $278 Shares 2,730 Est. Cost $91.49 Unrealized
PAYX PAYCHEX 0.2%
Value ($000) $262 Shares 5,920 Est. Cost $29.42 Unrealized +1.1%
OII OCEANEERING INTL 0.2%
Value ($000) $261 Shares 4,000 Est. Cost $69.09 Unrealized 0.0%
ENCANA 0.2%
Value ($000) $259 Shares 12,200 Est. Cost $18.36 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $255 Shares 3,138 Est. Cost $43.41 Unrealized +27.0%
SYY SYSCO 0.2%
Value ($000) $245 Shares 6,435 Est. Cost $24.38 Unrealized +13.1%
EPD ENTERPRISE PRODUCTS PTNR 0.2%
Value ($000) $242 Shares 6,000 Est. Cost $44.61 Unrealized
CERNER 0.2%
Value ($000) $238 Shares 4,000 Est. Cost $58.63 Unrealized
XYLEM INC 0.2%
Value ($000) $231 Shares 6,525 Est. Cost $38.32 Unrealized
CIPSX CHAMPLAIN SMALL CO FD ADV 0.2%
Value ($000) $231 Shares 14,528 Est. Cost $16.81 Unrealized
SU SUNCOR ENERGY 0.2%
Value ($000) $228 Shares 6,300 Est. Cost $25.27 Unrealized +6.6%
SEADRILL 0.2%
Value ($000) $217 Shares 8,100 Est. Cost $26.79 Unrealized
COSTCO WHOLESALE 0.1%
Value ($000) $188 Shares 1,500 Est. Cost $121.11 Unrealized
CIGNA 0.1%
Value ($000) $172 Shares 1,900 Est. Cost $92.11 Unrealized
ADBE ADOBE SYS 0.1%
Value ($000) $165 Shares 2,380 Est. Cost $64.50 Unrealized +9.9%
GIS GENERAL MILLS 0.1%
Value ($000) $151 Shares 3,000 Est. Cost $35.46 Unrealized 0.0%
MCK MCKESSON 0.1%
Value ($000) $146 Shares 750 Est. Cost $176.84 Unrealized 0.0%
GOOGLE INC CL A 0.1%
Value ($000) $141 Shares 240 Est. Cost $583.33 Unrealized
GOOGLE INC 0.1%
Value ($000) $139 Shares 240 Est. Cost $575.00 Unrealized
SBUX STARBUCKS 0.1%
Value ($000) $125 Shares 1,650 Est. Cost $31.13 Unrealized -0.9%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $124 Shares 750 Est. Cost $165.33 Unrealized
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $119 Shares 2,500 Est. Cost $67.90 Unrealized
BXP BOSTON PPTYS INC REIT 0.1%
Value ($000) $116 Shares 1,000 Est. Cost $74.26 Unrealized 0.0%
KINDER MORGAN ENERGY PARTNERS 0.1%
Value ($000) $93 Shares 1,000 Est. Cost $93.00 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $80 Shares 1,000 Est. Cost $57.43 Unrealized 0.0%