Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 13, 2015

Total Value ($000): $146,190 (100.0% shares, 0.0% debt)

Holdings (116)

JNJ JOHNSON & JOHNSON 4.1%
Value ($000) $6,011 Shares 57,483 Est. Cost $65.75 Unrealized +17.6%
PG PROCTER & GAMBLE 3.6%
Value ($000) $5,333 Shares 58,551 Est. Cost $58.01 Unrealized +11.4%
INTC INTEL CORP 3.6%
Value ($000) $5,217 Shares 143,752 Est. Cost $17.92 Unrealized +48.6%
EXXON MOBIL 3.2%
Value ($000) $4,667 Shares 50,487 Est. Cost $101.19 Unrealized
3M 3.1%
Value ($000) $4,475 Shares 27,235 Est. Cost $140.26 Unrealized
CVS CVS HEALTH 3.0%
Value ($000) $4,387 Shares 45,543 Est. Cost $46.46 Unrealized +38.7%
ADP AUTOMATIC DATA PROCESSING 2.8%
Value ($000) $4,164 Shares 49,957 Est. Cost $51.78 Unrealized +22.7%
UNITED TECHNOLOGIES 2.7%
Value ($000) $3,897 Shares 33,890 Est. Cost $113.29 Unrealized
NSRGY NESTLE SA ADR 2.5%
Value ($000) $3,670 Shares 50,307 Est. Cost $73.81 Unrealized
EMR EMERSON ELECTRIC 2.3%
Value ($000) $3,345 Shares 54,194 Est. Cost $48.15 Unrealized -3.6%
ABT ABBOTT LABS 2.2%
Value ($000) $3,157 Shares 70,145 Est. Cost $29.55 Unrealized +19.5%
MASTERCARD 2.0%
Value ($000) $2,963 Shares 34,395 Est. Cost $145.50 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $2,957 Shares 63,637 Est. Cost $30.02 Unrealized +32.9%
NVS NOVARTIS AG ADR 1.9%
Value ($000) $2,798 Shares 30,202 Est. Cost $81.15 Unrealized
CVX CHEVRON 1.9%
Value ($000) $2,767 Shares 24,672 Est. Cost $72.36 Unrealized -2.5%
QCOM QUALCOMM 1.9%
Value ($000) $2,739 Shares 36,840 Est. Cost $52.11 Unrealized +2.4%
ATR APTARGROUP 1.9%
Value ($000) $2,732 Shares 40,875 Est. Cost $53.79 Unrealized +0.8%
CISCO SYS INC 1.8%
Value ($000) $2,630 Shares 94,585 Est. Cost $22.49 Unrealized
ABBV ABBVIE 1.8%
Value ($000) $2,624 Shares 40,105 Est. Cost $30.39 Unrealized +32.4%
IBM INTL BUSINESS MACH 1.8%
Value ($000) $2,601 Shares 16,209 Est. Cost $106.67 Unrealized -5.8%
CNI CANADIAN NATL RAILWAY 1.7%
Value ($000) $2,532 Shares 36,735 Est. Cost $44.31 Unrealized +26.2%
PEP PEPSICO 1.7%
Value ($000) $2,516 Shares 26,600 Est. Cost $57.75 Unrealized +18.8%
CELGENE CORP 1.7%
Value ($000) $2,493 Shares 22,290 Est. Cost $124.10 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $2,435 Shares 22,062 Est. Cost $18.33 Unrealized +31.4%
AMGN AMGEN INC 1.7%
Value ($000) $2,419 Shares 15,186 Est. Cost $81.11 Unrealized +39.7%
ROK ROCKWELL AUTOMATION 1.5%
Value ($000) $2,208 Shares 19,855 Est. Cost $87.88 Unrealized +0.2%
SLB SCHLUMBERGER 1.5%
Value ($000) $2,166 Shares 25,360 Est. Cost $66.98 Unrealized +0.5%
GENERAL ELECTRIC 1.5%
Value ($000) $2,127 Shares 84,214 Est. Cost $28.03 Unrealized
FISV FISERV 1.3%
Value ($000) $1,892 Shares 26,675 Est. Cost $27.76 Unrealized +23.3%
ORACLE 1.3%
Value ($000) $1,869 Shares 41,545 Est. Cost $38.29 Unrealized
E M C CORP MASS 1.3%
Value ($000) $1,843 Shares 61,968 Est. Cost $25.17 Unrealized
JOHNSON CONTROLS 1.3%
Value ($000) $1,833 Shares 37,925 Est. Cost $50.94 Unrealized
WFC WELLS FARGO 1.1%
Value ($000) $1,614 Shares 29,435 Est. Cost $30.76 Unrealized +26.0%
LOW LOWES COMPANIES 1.1%
Value ($000) $1,578 Shares 22,935 Est. Cost $39.49 Unrealized +24.2%
MCD MCDONALDS CORP 1.0%
Value ($000) $1,528 Shares 16,303 Est. Cost $70.35 Unrealized +0.3%
TARGET CORP 1.0%
Value ($000) $1,442 Shares 18,995 Est. Cost $62.79 Unrealized
HON HONEYWELL INTL 0.9%
Value ($000) $1,384 Shares 13,850 Est. Cost $60.82 Unrealized +12.3%
JPMORGAN CHASE 0.8%
Value ($000) $1,236 Shares 19,751 Est. Cost $58.49 Unrealized
MERCK 0.8%
Value ($000) $1,184 Shares 20,830 Est. Cost $50.02 Unrealized
NOVOZYMES A S DKK 2.0 0.8%
Value ($000) $1,160 Shares 27,471 Est. Cost $42.25 Unrealized
NXPI NXP SEMICONDUCTORS 0.8%
Value ($000) $1,143 Shares 14,950 Est. Cost $36.59 Unrealized +72.2%
DU PONT 0.8%
Value ($000) $1,116 Shares 15,100 Est. Cost $64.97 Unrealized
RHHBY ROCHE HLDG LTD ADR 0.7%
Value ($000) $1,072 Shares 31,522 Est. Cost $49.57 Unrealized
PBA PEMBINA PIPELINE CO 0.7%
Value ($000) $1,007 Shares 27,650 Est. Cost $17.78 Unrealized +18.8%
DIAGEO PLC SPSD ADR 0.7%
Value ($000) $959 Shares 8,405 Est. Cost $128.36 Unrealized
GILD GILEAD SCIENCES 0.6%
Value ($000) $943 Shares 10,000 Est. Cost $48.38 Unrealized +48.5%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $934 Shares 19,956 Est. Cost $26.61 Unrealized +3.9%
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $924 Shares 15,645 Est. Cost $34.16 Unrealized +13.9%
AFL AFLAC INC 0.6%
Value ($000) $922 Shares 15,090 Est. Cost $24.61 Unrealized -7.8%
HP HELMERICH & PAYNE 0.6%
Value ($000) $888 Shares 13,175 Est. Cost $79.31 Unrealized -1.8%
UNP UNION PACIFIC 0.6%
Value ($000) $881 Shares 7,400 Est. Cost $67.08 Unrealized +33.4%
COMCAST CORP NEW CL A 0.6%
Value ($000) $873 Shares 15,050 Est. Cost $51.96 Unrealized
CL COLGATE-PALMOLIVE 0.6%
Value ($000) $871 Shares 12,585 Est. Cost $48.40 Unrealized +7.8%
HD HOME DEPOT 0.6%
Value ($000) $855 Shares 8,150 Est. Cost $58.72 Unrealized +27.4%
PRAXAIR 0.5%
Value ($000) $756 Shares 5,835 Est. Cost $130.54 Unrealized
USB US BANCORP 0.5%
Value ($000) $683 Shares 15,195 Est. Cost $25.38 Unrealized +14.8%
DE DEERE & CO 0.5%
Value ($000) $673 Shares 7,609 Est. Cost $67.46 Unrealized +4.7%
CDK GLOBAL 0.4%
Value ($000) $655 Shares 16,070 Est. Cost $40.76 Unrealized
OXY OCCIDENTAL PETE 0.4%
Value ($000) $654 Shares 8,110 Est. Cost $63.37 Unrealized -6.4%
SYK STRYKER CORP 0.4%
Value ($000) $589 Shares 6,240 Est. Cost $63.34 Unrealized +22.9%
INGERSOLL RAND PLC 0.4%
Value ($000) $570 Shares 9,000 Est. Cost $61.67 Unrealized
CHUBB CORP 0.4%
Value ($000) $562 Shares 5,440 Est. Cost $96.68 Unrealized
PFE PFIZER 0.4%
Value ($000) $556 Shares 17,850 Est. Cost $17.62 Unrealized +2.0%
XYLEM INC 0.4%
Value ($000) $531 Shares 13,955 Est. Cost $38.18 Unrealized
ACCENTURE PLC SHS 0.4%
Value ($000) $531 Shares 5,950 Est. Cost $82.03 Unrealized
KO COCA COLA 0.4%
Value ($000) $528 Shares 12,500 Est. Cost $26.95 Unrealized +11.5%
WALGREEN BOOTS ALLIANCE INC 0.4%
Value ($000) $517 Shares 6,780 Est. Cost $76.25 Unrealized
GLW CORNING INC 0.4%
Value ($000) $513 Shares 22,400 Est. Cost $12.05 Unrealized +26.2%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $496 Shares 6,000 Est. Cost $84.17 Unrealized
ILMN ILLUMINA 0.3%
Value ($000) $494 Shares 2,675 Est. Cost $92.54 Unrealized +90.4%
PRGO PERRIGO CO 0.3%
Value ($000) $471 Shares 2,820 Est. Cost $143.90 Unrealized +8.7%
WMT WAL-MART STORES 0.3%
Value ($000) $468 Shares 5,450 Est. Cost $20.35 Unrealized +7.3%
CONOCOPHILLIPS 0.3%
Value ($000) $448 Shares 6,473 Est. Cost $70.76 Unrealized
MUNDER VERACITY SMALL CAP VALU 0.3%
Value ($000) $437 Shares 12,971 Est. Cost $31.38 Unrealized
CHD CHURCH & DWIGHT 0.3%
Value ($000) $433 Shares 5,500 Est. Cost $28.68 Unrealized +11.0%
ETN EATON CORP 0.3%
Value ($000) $426 Shares 6,268 Est. Cost $53.81 Unrealized -5.9%
NEXTERA ENERGY 0.3%
Value ($000) $425 Shares 4,000 Est. Cost $94.00 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $418 Shares 4,000 Est. Cost $97.60 Unrealized -0.9%
UNFI UNITED NATURAL FOODS 0.3%
Value ($000) $393 Shares 5,075 Est. Cost $66.87 Unrealized +5.7%
LINEAR TECHNOLOGY 0.3%
Value ($000) $383 Shares 8,400 Est. Cost $45.53 Unrealized
PLUM CREEK TIMBER CO INC 0.3%
Value ($000) $383 Shares 8,952 Est. Cost $39.75 Unrealized
XILINX 0.3%
Value ($000) $377 Shares 8,700 Est. Cost $49.74 Unrealized
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $371 Shares 3,920 Est. Cost $59.45 Unrealized +17.9%
NKE NIKE INC CLASS B 0.2%
Value ($000) $357 Shares 3,708 Est. Cost $32.86 Unrealized +24.0%
ABBNY ABB LTD SPON ADR 0.2%
Value ($000) $355 Shares 16,800 Est. Cost $26.59 Unrealized
APACHE 0.2%
Value ($000) $351 Shares 5,600 Est. Cost $85.89 Unrealized
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $348 Shares 3,586 Est. Cost $59.62 Unrealized +55.4%
IP INTL PAPER 0.2%
Value ($000) $337 Shares 6,300 Est. Cost $26.03 Unrealized +17.8%
LLY ELI LILLY & CO 0.2%
Value ($000) $325 Shares 4,706 Est. Cost $39.58 Unrealized +39.5%
ACE LIMITED 0.2%
Value ($000) $324 Shares 2,820 Est. Cost $103.51 Unrealized
YUM YUM BRANDS 0.2%
Value ($000) $291 Shares 4,000 Est. Cost $42.41 Unrealized -0.4%
CENOVUS ENERGY 0.2%
Value ($000) $290 Shares 14,100 Est. Cost $28.70 Unrealized
JACOBS ENGINEERING 0.2%
Value ($000) $290 Shares 6,500 Est. Cost $53.15 Unrealized
PAYX PAYCHEX 0.2%
Value ($000) $273 Shares 5,920 Est. Cost $29.42 Unrealized +12.0%
CERNER 0.2%
Value ($000) $259 Shares 4,000 Est. Cost $58.63 Unrealized
SYY SYSCO 0.2%
Value ($000) $256 Shares 6,435 Est. Cost $24.38 Unrealized +18.4%
CIPSX CHAMPLAIN SMALL CO FD ADV 0.2%
Value ($000) $241 Shares 14,528 Est. Cost $16.81 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $225 Shares 3,138 Est. Cost $43.41 Unrealized +13.2%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $219 Shares 4,100 Est. Cost $37.35 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PTNR 0.1%
Value ($000) $217 Shares 6,000 Est. Cost $44.61 Unrealized
COSTCO WHOLESALE 0.1%
Value ($000) $213 Shares 1,500 Est. Cost $121.11 Unrealized
IPGP IPG PHOTONICS 0.1%
Value ($000) $205 Shares 2,750 Est. Cost $71.14 Unrealized 0.0%
ROCKWELL COLLINS 0.1%
Value ($000) $204 Shares 2,415 Est. Cost $84.47 Unrealized
SU SUNCOR ENERGY 0.1%
Value ($000) $200 Shares 6,300 Est. Cost $25.27 Unrealized -11.5%
CIGNA 0.1%
Value ($000) $196 Shares 1,900 Est. Cost $92.11 Unrealized
ADBE ADOBE SYS 0.1%
Value ($000) $173 Shares 2,380 Est. Cost $64.50 Unrealized +8.7%
ENCANA 0.1%
Value ($000) $169 Shares 12,200 Est. Cost $18.36 Unrealized
GIS GENERAL MILLS 0.1%
Value ($000) $160 Shares 3,000 Est. Cost $35.46 Unrealized -0.6%
MCK MCKESSON 0.1%
Value ($000) $156 Shares 750 Est. Cost $176.84 Unrealized +5.7%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $139 Shares 750 Est. Cost $165.33 Unrealized
SBUX STARBUCKS 0.1%
Value ($000) $135 Shares 1,650 Est. Cost $31.13 Unrealized +0.4%
BXP BOSTON PPTYS INC REIT 0.1%
Value ($000) $129 Shares 1,000 Est. Cost $74.26 Unrealized +6.7%
GOOGLE INC CL A 0.1%
Value ($000) $127 Shares 240 Est. Cost $583.33 Unrealized
GOOGLE INC 0.1%
Value ($000) $126 Shares 240 Est. Cost $575.00 Unrealized
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $106 Shares 2,500 Est. Cost $67.90 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $72 Shares 1,000 Est. Cost $57.43 Unrealized -11.5%