Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 10, 2015

Total Value ($000): $147,886 (100.0% shares, 0.0% debt)

Holdings (115)

JNJ JOHNSON & JOHNSON 3.9%
Value ($000) $5,741 Shares 58,912 Est. Cost $66.01 Unrealized +12.8%
CVS CVS HEALTH 3.2%
Value ($000) $4,797 Shares 45,746 Est. Cost $46.84 Unrealized +60.6%
PG PROCTER & GAMBLE 3.2%
Value ($000) $4,693 Shares 59,978 Est. Cost $58.06 Unrealized +3.3%
INTC INTEL CORP 3.0%
Value ($000) $4,439 Shares 145,922 Est. Cost $18.03 Unrealized +39.2%
3M 2.9%
Value ($000) $4,345 Shares 28,160 Est. Cost $140.90 Unrealized
EXXON MOBIL 2.9%
Value ($000) $4,235 Shares 50,897 Est. Cost $100.77 Unrealized
ADP AUTOMATIC DATA PROCESSING 2.8%
Value ($000) $4,192 Shares 52,253 Est. Cost $52.47 Unrealized +28.8%
UNITED TECHNOLOGIES 2.7%
Value ($000) $4,040 Shares 36,416 Est. Cost $113.27 Unrealized
NSRGY NESTLE SA ADR 2.6%
Value ($000) $3,913 Shares 54,232 Est. Cost $73.78 Unrealized
ABT ABBOTT LABS 2.4%
Value ($000) $3,565 Shares 72,645 Est. Cost $29.86 Unrealized +31.7%
MASTERCARD 2.3%
Value ($000) $3,437 Shares 36,750 Est. Cost $142.57 Unrealized
NVS NOVARTIS AG ADR 2.2%
Value ($000) $3,322 Shares 33,780 Est. Cost $82.98 Unrealized
EMR EMERSON ELECTRIC 2.2%
Value ($000) $3,269 Shares 58,979 Est. Cost $47.81 Unrealized -7.5%
MSFT MICROSOFT CORP 2.0%
Value ($000) $2,911 Shares 65,939 Est. Cost $30.34 Unrealized +29.5%
AAPL APPLE INC 2.0%
Value ($000) $2,885 Shares 23,001 Est. Cost $18.75 Unrealized +52.2%
ATR APTARGROUP 1.9%
Value ($000) $2,822 Shares 44,245 Est. Cost $53.90 Unrealized +2.4%
ABBV ABBVIE 1.9%
Value ($000) $2,803 Shares 41,721 Est. Cost $30.85 Unrealized +37.2%
CISCO SYS INC 1.8%
Value ($000) $2,627 Shares 95,690 Est. Cost $22.60 Unrealized
ROK ROCKWELL AUTOMATION 1.8%
Value ($000) $2,594 Shares 20,814 Est. Cost $88.25 Unrealized +10.8%
JOHNSON CONTROLS 1.7%
Value ($000) $2,505 Shares 50,575 Est. Cost $50.76 Unrealized
CVX CHEVRON 1.7%
Value ($000) $2,456 Shares 25,449 Est. Cost $72.20 Unrealized -8.0%
QCOM QUALCOMM 1.6%
Value ($000) $2,438 Shares 38,910 Est. Cost $51.97 Unrealized -3.2%
SLB SCHLUMBERGER 1.6%
Value ($000) $2,378 Shares 27,590 Est. Cost $66.77 Unrealized -0.0%
CELGENE CORP 1.6%
Value ($000) $2,369 Shares 20,470 Est. Cost $124.10 Unrealized
FISV FISERV 1.5%
Value ($000) $2,258 Shares 27,250 Est. Cost $27.98 Unrealized +43.7%
AMGN AMGEN INC 1.5%
Value ($000) $2,249 Shares 14,651 Est. Cost $81.11 Unrealized +45.0%
CNI CANADIAN NATL RAILWAY 1.5%
Value ($000) $2,222 Shares 38,475 Est. Cost $44.66 Unrealized +15.5%
GENERAL ELECTRIC 1.5%
Value ($000) $2,213 Shares 83,314 Est. Cost $27.98 Unrealized
IBM INTL BUSINESS MACH 1.5%
Value ($000) $2,202 Shares 13,539 Est. Cost $106.67 Unrealized -3.4%
PEP PEPSICO 1.4%
Value ($000) $2,143 Shares 22,960 Est. Cost $57.75 Unrealized +20.0%
ORACLE 1.2%
Value ($000) $1,767 Shares 43,837 Est. Cost $38.39 Unrealized
E M C CORP MASS 1.2%
Value ($000) $1,762 Shares 66,748 Est. Cost $25.25 Unrealized
WFC WELLS FARGO 1.2%
Value ($000) $1,707 Shares 30,349 Est. Cost $31.22 Unrealized +32.5%
TARGET CORP 1.0%
Value ($000) $1,551 Shares 18,995 Est. Cost $62.79 Unrealized
LOW LOWES COMPANIES 1.0%
Value ($000) $1,536 Shares 22,935 Est. Cost $39.49 Unrealized +48.9%
JPMORGAN CHASE 1.0%
Value ($000) $1,424 Shares 21,011 Est. Cost $59.04 Unrealized
HON HONEYWELL INTL 1.0%
Value ($000) $1,420 Shares 13,929 Est. Cost $61.02 Unrealized +22.5%
NOVOZYMES A S DKK 2.0 0.9%
Value ($000) $1,335 Shares 28,071 Est. Cost $42.37 Unrealized
GOOGLE INC CL A 0.9%
Value ($000) $1,265 Shares 2,343 Est. Cost $553.02 Unrealized
NXPI NXP SEMICONDUCTORS 0.8%
Value ($000) $1,213 Shares 12,365 Est. Cost $36.59 Unrealized +149.1%
RHHBY ROCHE HLDG LTD ADR 0.8%
Value ($000) $1,200 Shares 34,222 Est. Cost $48.39 Unrealized
MERCK 0.8%
Value ($000) $1,175 Shares 20,630 Est. Cost $50.02 Unrealized
GILD GILEAD SCIENCES 0.7%
Value ($000) $1,077 Shares 9,200 Est. Cost $48.38 Unrealized +57.1%
HP HELMERICH & PAYNE 0.7%
Value ($000) $1,050 Shares 14,925 Est. Cost $77.92 Unrealized -5.2%
BMY BRISTOL-MYERS SQUIBB 0.7%
Value ($000) $1,041 Shares 15,645 Est. Cost $34.16 Unrealized +34.7%
DU PONT 0.7%
Value ($000) $1,024 Shares 16,022 Est. Cost $64.91 Unrealized
DIAGEO PLC SPSD ADR 0.7%
Value ($000) $975 Shares 8,405 Est. Cost $128.36 Unrealized
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $930 Shares 19,956 Est. Cost $26.61 Unrealized +6.4%
PBA PEMBINA PIPELINE CO 0.6%
Value ($000) $929 Shares 28,750 Est. Cost $17.80 Unrealized +7.2%
COMCAST CORP NEW CL A 0.6%
Value ($000) $905 Shares 15,050 Est. Cost $51.96 Unrealized
HD HOME DEPOT 0.6%
Value ($000) $905 Shares 8,150 Est. Cost $59.42 Unrealized +46.6%
CL COLGATE-PALMOLIVE 0.6%
Value ($000) $895 Shares 13,685 Est. Cost $48.77 Unrealized +8.6%
MCD MCDONALDS CORP 0.6%
Value ($000) $869 Shares 9,145 Est. Cost $70.35 Unrealized +5.4%
PRAXAIR 0.6%
Value ($000) $847 Shares 7,085 Est. Cost $128.60 Unrealized
XILINX 0.5%
Value ($000) $779 Shares 17,650 Est. Cost $46.48 Unrealized
WALGREEN BOOTS ALLIANCE INC 0.5%
Value ($000) $742 Shares 8,785 Est. Cost $78.13 Unrealized
SYK STRYKER CORP 0.5%
Value ($000) $738 Shares 7,720 Est. Cost $67.26 Unrealized +24.6%
AFL AFLAC INC 0.5%
Value ($000) $705 Shares 11,330 Est. Cost $24.61 Unrealized +0.1%
UNP UNION PACIFIC 0.5%
Value ($000) $668 Shares 7,000 Est. Cost $67.08 Unrealized +22.2%
USB US BANCORP 0.4%
Value ($000) $659 Shares 15,195 Est. Cost $25.38 Unrealized +17.9%
DE DEERE & CO 0.4%
Value ($000) $646 Shares 6,647 Est. Cost $67.46 Unrealized +11.7%
OXY OCCIDENTAL PETE 0.4%
Value ($000) $631 Shares 8,110 Est. Cost $63.37 Unrealized -10.3%
UNILEVER PLC NEW ADR 0.4%
Value ($000) $613 Shares 14,253 Est. Cost $43.01 Unrealized
INGERSOLL RAND PLC 0.4%
Value ($000) $606 Shares 9,000 Est. Cost $61.67 Unrealized
ILMN ILLUMINA 0.4%
Value ($000) $579 Shares 2,650 Est. Cost $92.54 Unrealized +111.1%
ACCENTURE PLC SHS 0.4%
Value ($000) $576 Shares 5,950 Est. Cost $82.03 Unrealized
PFE PFIZER 0.4%
Value ($000) $562 Shares 16,750 Est. Cost $17.62 Unrealized +17.9%
XYLEM INC 0.4%
Value ($000) $526 Shares 14,175 Est. Cost $38.18 Unrealized
CHUBB CORP 0.3%
Value ($000) $517 Shares 5,440 Est. Cost $96.68 Unrealized
PRGO PERRIGO CO 0.3%
Value ($000) $499 Shares 2,695 Est. Cost $143.90 Unrealized +32.5%
KO COCA COLA 0.3%
Value ($000) $471 Shares 12,000 Est. Cost $27.03 Unrealized +7.4%
ECL ECOLAB INC 0.3%
Value ($000) $452 Shares 4,000 Est. Cost $97.60 Unrealized +4.8%
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $449 Shares 4,890 Est. Cost $62.33 Unrealized +18.7%
CHD CHURCH & DWIGHT 0.3%
Value ($000) $446 Shares 5,500 Est. Cost $28.68 Unrealized +26.9%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $440 Shares 6,000 Est. Cost $84.17 Unrealized
LINEAR TECHNOLOGY 0.3%
Value ($000) $427 Shares 9,650 Est. Cost $45.37 Unrealized
UNFI UNITED NATURAL FOODS 0.3%
Value ($000) $401 Shares 6,300 Est. Cost $69.11 Unrealized -2.0%
ALNY ALNYLAM PHARMA 0.3%
Value ($000) $400 Shares 3,336 Est. Cost $59.62 Unrealized +100.4%
CONOCOPHILLIPS 0.3%
Value ($000) $397 Shares 6,473 Est. Cost $70.76 Unrealized
NEXTERA ENERGY 0.3%
Value ($000) $392 Shares 4,000 Est. Cost $94.00 Unrealized
WMT WAL-MART STORES 0.3%
Value ($000) $387 Shares 5,450 Est. Cost $20.35 Unrealized +2.6%
NKE NIKE INC CLASS B 0.3%
Value ($000) $379 Shares 3,508 Est. Cost $32.86 Unrealized +36.3%
GLW CORNING INC 0.3%
Value ($000) $373 Shares 18,900 Est. Cost $12.05 Unrealized +33.8%
PAYX PAYCHEX 0.3%
Value ($000) $371 Shares 7,920 Est. Cost $30.94 Unrealized +14.5%
PLUM CREEK TIMBER CO INC 0.2%
Value ($000) $363 Shares 8,952 Est. Cost $39.75 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $359 Shares 4,306 Est. Cost $39.58 Unrealized +59.7%
CIGNA 0.2%
Value ($000) $356 Shares 2,200 Est. Cost $101.61 Unrealized
MUNDER VERACITY SMALL CAP VALU 0.2%
Value ($000) $354 Shares 10,371 Est. Cost $31.38 Unrealized
ETN EATON CORP 0.2%
Value ($000) $342 Shares 5,068 Est. Cost $53.81 Unrealized +2.5%
SYY SYSCO 0.2%
Value ($000) $324 Shares 8,961 Est. Cost $25.48 Unrealized +11.0%
APACHE 0.2%
Value ($000) $317 Shares 5,500 Est. Cost $85.89 Unrealized
IP INTL PAPER 0.2%
Value ($000) $300 Shares 6,300 Est. Cost $26.03 Unrealized +21.0%
ACE LIMITED 0.2%
Value ($000) $287 Shares 2,820 Est. Cost $103.51 Unrealized
YUM YUM BRANDS 0.2%
Value ($000) $270 Shares 3,000 Est. Cost $42.41 Unrealized +22.6%
PSX PHILLIPS 66 0.2%
Value ($000) $252 Shares 3,138 Est. Cost $43.41 Unrealized +23.7%
ADBE ADOBE SYS 0.2%
Value ($000) $248 Shares 3,060 Est. Cost $67.51 Unrealized +15.6%
ABBNY ABB LTD SPON ADR 0.2%
Value ($000) $236 Shares 11,300 Est. Cost $26.59 Unrealized
IPGP IPG PHOTONICS 0.2%
Value ($000) $235 Shares 2,750 Est. Cost $71.14 Unrealized +32.2%
ROCKWELL COLLINS 0.2%
Value ($000) $223 Shares 2,415 Est. Cost $84.47 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $211 Shares 4,100 Est. Cost $37.35 Unrealized +10.4%
EPD ENTERPRISE PRODUCTS PTNR 0.1%
Value ($000) $209 Shares 7,000 Est. Cost $42.95 Unrealized
CERNER 0.1%
Value ($000) $207 Shares 3,000 Est. Cost $58.63 Unrealized
COSTCO WHOLESALE 0.1%
Value ($000) $203 Shares 1,500 Est. Cost $121.11 Unrealized
CIPSX CHAMPLAIN SMALL CO FD ADV 0.1%
Value ($000) $194 Shares 11,304 Est. Cost $16.81 Unrealized
JACOBS ENGINEERING 0.1%
Value ($000) $183 Shares 4,500 Est. Cost $53.15 Unrealized
SBUX STARBUCKS 0.1%
Value ($000) $177 Shares 3,300 Est. Cost $36.03 Unrealized +13.6%
MCK MCKESSON 0.1%
Value ($000) $169 Shares 750 Est. Cost $176.84 Unrealized +20.5%
GIS GENERAL MILLS 0.1%
Value ($000) $167 Shares 3,000 Est. Cost $35.46 Unrealized +9.4%
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $164 Shares 3,000 Est. Cost $65.70 Unrealized
SU SUNCOR ENERGY 0.1%
Value ($000) $160 Shares 5,800 Est. Cost $25.27 Unrealized -18.0%
GOOGLE INC 0.1%
Value ($000) $146 Shares 280 Est. Cost $567.35 Unrealized
HSY HERSHEY COMPANY 0.1%
Value ($000) $142 Shares 1,600 Est. Cost $73.07 Unrealized 0.0%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $136 Shares 750 Est. Cost $165.33 Unrealized
ENCANA 0.1%
Value ($000) $135 Shares 12,200 Est. Cost $18.36 Unrealized
BXP BOSTON PPTYS INC REIT 0.1%
Value ($000) $121 Shares 1,000 Est. Cost $74.26 Unrealized +15.7%