Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 22, 2015

Total Value ($000): $144,490 (100.0% shares, 0.0% debt)

Holdings (114)

JNJ JOHNSON & JOHNSON 4.0%
Value ($000) $5,754 Shares 57,188 Est. Cost $65.75 Unrealized +14.2%
PG PROCTER & GAMBLE 3.3%
Value ($000) $4,787 Shares 58,431 Est. Cost $58.01 Unrealized +9.6%
CVS CVS HEALTH 3.2%
Value ($000) $4,660 Shares 45,146 Est. Cost $46.46 Unrealized +59.9%
INTC INTEL CORP 3.1%
Value ($000) $4,495 Shares 143,752 Est. Cost $17.92 Unrealized +45.1%
3M 3.1%
Value ($000) $4,435 Shares 26,885 Est. Cost $140.26 Unrealized
ADP AUTOMATIC DATA PROCESSING 3.0%
Value ($000) $4,337 Shares 50,632 Est. Cost $51.99 Unrealized +30.6%
EXXON MOBIL 2.9%
Value ($000) $4,225 Shares 49,717 Est. Cost $101.19 Unrealized
UNITED TECHNOLOGIES 2.8%
Value ($000) $4,071 Shares 34,735 Est. Cost $113.38 Unrealized
NSRGY NESTLE SA ADR 2.7%
Value ($000) $3,906 Shares 51,932 Est. Cost $73.85 Unrealized
ABT ABBOTT LABS 2.3%
Value ($000) $3,259 Shares 70,345 Est. Cost $29.55 Unrealized +26.6%
EMR EMERSON ELECTRIC 2.2%
Value ($000) $3,182 Shares 56,204 Est. Cost $47.98 Unrealized -9.5%
NVS NOVARTIS AG ADR 2.2%
Value ($000) $3,161 Shares 32,052 Est. Cost $82.16 Unrealized
MASTERCARD 2.1%
Value ($000) $2,996 Shares 34,675 Est. Cost $145.50 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $2,745 Shares 22,062 Est. Cost $18.33 Unrealized +46.4%
ATR APTARGROUP 1.8%
Value ($000) $2,648 Shares 41,700 Est. Cost $53.82 Unrealized +2.8%
CVX CHEVRON 1.8%
Value ($000) $2,598 Shares 24,747 Est. Cost $72.36 Unrealized -7.5%
MSFT MICROSOFT CORP 1.8%
Value ($000) $2,587 Shares 63,637 Est. Cost $30.02 Unrealized +24.1%
CISCO SYS INC 1.8%
Value ($000) $2,576 Shares 93,585 Est. Cost $22.49 Unrealized
CELGENE CORP 1.7%
Value ($000) $2,512 Shares 21,790 Est. Cost $124.10 Unrealized
QCOM QUALCOMM 1.7%
Value ($000) $2,483 Shares 35,810 Est. Cost $52.11 Unrealized -0.9%
CNI CANADIAN NATL RAILWAY 1.7%
Value ($000) $2,450 Shares 36,635 Est. Cost $44.31 Unrealized +25.9%
IBM INTL BUSINESS MACH 1.7%
Value ($000) $2,409 Shares 15,009 Est. Cost $106.67 Unrealized -9.6%
JOHNSON CONTROLS 1.7%
Value ($000) $2,400 Shares 47,575 Est. Cost $50.84 Unrealized
AMGN AMGEN INC 1.7%
Value ($000) $2,396 Shares 14,986 Est. Cost $81.11 Unrealized +41.8%
ABBV ABBVIE 1.6%
Value ($000) $2,348 Shares 40,105 Est. Cost $30.39 Unrealized +27.8%
ROK ROCKWELL AUTOMATION 1.6%
Value ($000) $2,324 Shares 20,030 Est. Cost $87.88 Unrealized +3.3%
PEP PEPSICO 1.6%
Value ($000) $2,266 Shares 23,700 Est. Cost $57.75 Unrealized +20.7%
SLB SCHLUMBERGER 1.5%
Value ($000) $2,196 Shares 26,320 Est. Cost $66.77 Unrealized -8.1%
FISV FISERV 1.5%
Value ($000) $2,164 Shares 27,250 Est. Cost $27.98 Unrealized +36.3%
GENERAL ELECTRIC 1.4%
Value ($000) $1,996 Shares 80,464 Est. Cost $28.03 Unrealized
ORACLE 1.2%
Value ($000) $1,794 Shares 41,570 Est. Cost $38.29 Unrealized
LOW LOWES COMPANIES 1.2%
Value ($000) $1,706 Shares 22,935 Est. Cost $39.49 Unrealized +49.2%
E M C CORP MASS 1.1%
Value ($000) $1,593 Shares 62,298 Est. Cost $25.17 Unrealized
WFC WELLS FARGO 1.1%
Value ($000) $1,580 Shares 29,035 Est. Cost $30.76 Unrealized +29.5%
TARGET CORP 1.1%
Value ($000) $1,558 Shares 18,995 Est. Cost $62.79 Unrealized
HON HONEYWELL INTL 1.0%
Value ($000) $1,432 Shares 13,725 Est. Cost $60.82 Unrealized +20.0%
NXPI NXP SEMICONDUCTORS 0.9%
Value ($000) $1,368 Shares 13,625 Est. Cost $36.59 Unrealized +113.9%
NOVOZYMES A S DKK 2.0 0.9%
Value ($000) $1,255 Shares 27,421 Est. Cost $42.25 Unrealized
MERCK 0.8%
Value ($000) $1,197 Shares 20,830 Est. Cost $50.02 Unrealized
JPMORGAN CHASE 0.8%
Value ($000) $1,197 Shares 19,751 Est. Cost $58.49 Unrealized
RHHBY ROCHE HLDG LTD ADR 0.8%
Value ($000) $1,175 Shares 34,172 Est. Cost $48.39 Unrealized
DU PONT 0.7%
Value ($000) $1,076 Shares 15,050 Est. Cost $64.97 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.7%
Value ($000) $1,008 Shares 15,645 Est. Cost $34.16 Unrealized +27.2%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,002 Shares 10,280 Est. Cost $70.35 Unrealized +2.6%
HP HELMERICH & PAYNE 0.7%
Value ($000) $987 Shares 14,500 Est. Cost $78.04 Unrealized -16.2%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $970 Shares 19,956 Est. Cost $26.61 Unrealized +3.8%
GILD GILEAD SCIENCES 0.7%
Value ($000) $952 Shares 9,700 Est. Cost $48.38 Unrealized +45.8%
DIAGEO PLC SPSD ADR 0.6%
Value ($000) $929 Shares 8,405 Est. Cost $128.36 Unrealized
PBA PEMBINA PIPELINE CO 0.6%
Value ($000) $910 Shares 28,750 Est. Cost $17.80 Unrealized +1.8%
HD HOME DEPOT 0.6%
Value ($000) $903 Shares 7,950 Est. Cost $58.72 Unrealized +45.3%
GOOGLE INC CL A 0.6%
Value ($000) $877 Shares 1,580 Est. Cost $559.36 Unrealized
CL COLGATE-PALMOLIVE 0.6%
Value ($000) $873 Shares 12,585 Est. Cost $48.40 Unrealized +10.9%
COMCAST CORP NEW CL A 0.6%
Value ($000) $850 Shares 15,050 Est. Cost $51.96 Unrealized
AFL AFLAC INC 0.6%
Value ($000) $819 Shares 12,790 Est. Cost $24.61 Unrealized -4.1%
UNP UNION PACIFIC 0.5%
Value ($000) $759 Shares 7,000 Est. Cost $67.08 Unrealized +36.9%
PRAXAIR 0.5%
Value ($000) $705 Shares 5,835 Est. Cost $130.54 Unrealized
USB US BANCORP 0.5%
Value ($000) $664 Shares 15,195 Est. Cost $25.38 Unrealized +17.4%
DE DEERE & CO 0.4%
Value ($000) $648 Shares 7,409 Est. Cost $67.46 Unrealized +8.2%
INGERSOLL RAND PLC 0.4%
Value ($000) $613 Shares 9,000 Est. Cost $61.67 Unrealized
PFE PFIZER 0.4%
Value ($000) $600 Shares 17,250 Est. Cost $17.62 Unrealized +14.1%
OXY OCCIDENTAL PETE 0.4%
Value ($000) $592 Shares 8,110 Est. Cost $63.37 Unrealized -12.0%
SYK STRYKER CORP 0.4%
Value ($000) $575 Shares 6,240 Est. Cost $63.34 Unrealized +29.4%
WALGREEN BOOTS ALLIANCE INC 0.4%
Value ($000) $574 Shares 6,780 Est. Cost $76.25 Unrealized
ACCENTURE PLC SHS 0.4%
Value ($000) $557 Shares 5,950 Est. Cost $82.03 Unrealized
CHUBB CORP 0.4%
Value ($000) $550 Shares 5,440 Est. Cost $96.68 Unrealized
XILINX 0.4%
Value ($000) $543 Shares 12,825 Est. Cost $47.36 Unrealized
ILMN ILLUMINA 0.3%
Value ($000) $497 Shares 2,675 Est. Cost $92.54 Unrealized +103.5%
XYLEM INC 0.3%
Value ($000) $493 Shares 14,075 Est. Cost $38.18 Unrealized
UNFI UNITED NATURAL FOODS 0.3%
Value ($000) $486 Shares 6,300 Est. Cost $69.11 Unrealized +13.4%
CHD CHURCH & DWIGHT 0.3%
Value ($000) $470 Shares 5,500 Est. Cost $28.68 Unrealized +25.7%
GLW CORNING INC 0.3%
Value ($000) $469 Shares 20,700 Est. Cost $12.05 Unrealized +48.0%
PRGO PERRIGO CO 0.3%
Value ($000) $468 Shares 2,820 Est. Cost $143.90 Unrealized +10.8%
KO COCA COLA 0.3%
Value ($000) $467 Shares 11,500 Est. Cost $26.95 Unrealized +9.9%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $460 Shares 6,000 Est. Cost $84.17 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $458 Shares 4,000 Est. Cost $97.60 Unrealized -0.4%
MUNDER VERACITY SMALL CAP VALU 0.3%
Value ($000) $455 Shares 12,971 Est. Cost $31.38 Unrealized
WMT WAL-MART STORES 0.3%
Value ($000) $448 Shares 5,450 Est. Cost $20.35 Unrealized +13.2%
NEXTERA ENERGY 0.3%
Value ($000) $416 Shares 4,000 Est. Cost $94.00 Unrealized
CONOCOPHILLIPS 0.3%
Value ($000) $403 Shares 6,473 Est. Cost $70.76 Unrealized
LINEAR TECHNOLOGY 0.3%
Value ($000) $393 Shares 8,400 Est. Cost $45.53 Unrealized
PLUM CREEK TIMBER CO INC 0.3%
Value ($000) $389 Shares 8,952 Est. Cost $39.75 Unrealized
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $381 Shares 3,920 Est. Cost $59.45 Unrealized +25.4%
NKE NIKE INC CLASS B 0.3%
Value ($000) $362 Shares 3,608 Est. Cost $32.86 Unrealized +26.9%
ABBNY ABB LTD SPON ADR 0.2%
Value ($000) $356 Shares 16,800 Est. Cost $26.59 Unrealized
IP INTL PAPER 0.2%
Value ($000) $350 Shares 6,300 Est. Cost $26.03 Unrealized +25.8%
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $348 Shares 3,336 Est. Cost $59.62 Unrealized +70.0%
ETN EATON CORP 0.2%
Value ($000) $344 Shares 5,068 Est. Cost $53.81 Unrealized -2.4%
APACHE 0.2%
Value ($000) $338 Shares 5,600 Est. Cost $85.89 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $328 Shares 4,506 Est. Cost $39.58 Unrealized +48.2%
ACE LIMITED 0.2%
Value ($000) $314 Shares 2,820 Est. Cost $103.51 Unrealized
JACOBS ENGINEERING 0.2%
Value ($000) $294 Shares 6,500 Est. Cost $53.15 Unrealized
PAYX PAYCHEX 0.2%
Value ($000) $294 Shares 5,920 Est. Cost $29.42 Unrealized +18.8%
CERNER 0.2%
Value ($000) $293 Shares 4,000 Est. Cost $58.63 Unrealized
IPGP IPG PHOTONICS 0.2%
Value ($000) $255 Shares 2,750 Est. Cost $71.14 Unrealized +21.3%
PSX PHILLIPS 66 0.2%
Value ($000) $247 Shares 3,138 Est. Cost $43.41 Unrealized +13.5%
CIGNA 0.2%
Value ($000) $246 Shares 1,900 Est. Cost $92.11 Unrealized
SYY SYSCO 0.2%
Value ($000) $243 Shares 6,435 Est. Cost $24.38 Unrealized +21.2%
YUM YUM BRANDS 0.2%
Value ($000) $236 Shares 3,000 Est. Cost $42.41 Unrealized +5.0%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $234 Shares 4,100 Est. Cost $37.35 Unrealized +11.7%
ROCKWELL COLLINS 0.2%
Value ($000) $233 Shares 2,415 Est. Cost $84.47 Unrealized
EPD ENTERPRISE PRODUCTS PTNR 0.2%
Value ($000) $231 Shares 7,000 Est. Cost $42.95 Unrealized
COSTCO WHOLESALE 0.2%
Value ($000) $227 Shares 1,500 Est. Cost $121.11 Unrealized
CIPSX CHAMPLAIN SMALL CO FD ADV 0.1%
Value ($000) $211 Shares 12,400 Est. Cost $16.81 Unrealized
SU SUNCOR ENERGY 0.1%
Value ($000) $184 Shares 6,300 Est. Cost $25.27 Unrealized -19.9%
ADBE ADOBE SYS 0.1%
Value ($000) $176 Shares 2,380 Est. Cost $64.50 Unrealized +15.6%
GIS GENERAL MILLS 0.1%
Value ($000) $170 Shares 3,000 Est. Cost $35.46 Unrealized +3.3%
MCK MCKESSON 0.1%
Value ($000) $170 Shares 750 Est. Cost $176.84 Unrealized +15.5%
SBUX STARBUCKS 0.1%
Value ($000) $156 Shares 1,650 Est. Cost $31.13 Unrealized +16.0%
BXP BOSTON PPTYS INC REIT 0.1%
Value ($000) $140 Shares 1,000 Est. Cost $74.26 Unrealized +22.0%
ENCANA 0.1%
Value ($000) $136 Shares 12,200 Est. Cost $18.36 Unrealized
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $133 Shares 2,500 Est. Cost $67.90 Unrealized
GOOGLE INC 0.1%
Value ($000) $132 Shares 240 Est. Cost $575.00 Unrealized
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $130 Shares 750 Est. Cost $165.33 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $57.43 Unrealized -17.3%