Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 13, 2015

Total Value ($000): $133,783 (100.0% shares, 0.0% debt)

Holdings (109)

JNJ JOHNSON & JOHNSON 4.1%
Value ($000) $5,501 Shares 58,937 Est. Cost $66.01 Unrealized +9.8%
CVS CVS HEALTH 3.3%
Value ($000) $4,404 Shares 45,654 Est. Cost $46.84 Unrealized +66.1%
INTC INTEL CORP 3.3%
Value ($000) $4,374 Shares 145,131 Est. Cost $18.03 Unrealized +25.5%
PG PROCTER & GAMBLE 3.2%
Value ($000) $4,293 Shares 59,667 Est. Cost $58.06 Unrealized -3.0%
NSRGY NESTLE SA ADR 3.1%
Value ($000) $4,203 Shares 55,857 Est. Cost $73.83 Unrealized
ADP AUTOMATIC DATA PROCESSING 3.1%
Value ($000) $4,185 Shares 52,091 Est. Cost $52.47 Unrealized +21.7%
3M 3.0%
Value ($000) $4,049 Shares 28,560 Est. Cost $140.91 Unrealized
EXXON MOBIL 2.8%
Value ($000) $3,781 Shares 50,872 Est. Cost $100.77 Unrealized
MASTERCARD 2.7%
Value ($000) $3,546 Shares 39,350 Est. Cost $139.10 Unrealized
NVS NOVARTIS AG ADR 2.4%
Value ($000) $3,147 Shares 34,230 Est. Cost $83.10 Unrealized
UNITED TECHNOLOGIES 2.3%
Value ($000) $3,104 Shares 34,881 Est. Cost $113.27 Unrealized
ABT ABBOTT LABS 2.2%
Value ($000) $2,958 Shares 73,550 Est. Cost $29.97 Unrealized +29.5%
ATR APTARGROUP 2.2%
Value ($000) $2,932 Shares 44,445 Est. Cost $53.90 Unrealized +6.7%
MSFT MICROSOFT CORP 2.2%
Value ($000) $2,908 Shares 65,689 Est. Cost $30.34 Unrealized +28.3%
AAPL APPLE INC 2.0%
Value ($000) $2,663 Shares 24,151 Est. Cost $19.11 Unrealized +37.5%
EMR EMERSON ELECTRIC 1.9%
Value ($000) $2,560 Shares 57,959 Est. Cost $47.81 Unrealized -21.9%
CISCO SYS INC 1.9%
Value ($000) $2,514 Shares 95,764 Est. Cost $22.60 Unrealized
FISV FISERV 1.8%
Value ($000) $2,360 Shares 27,250 Est. Cost $27.98 Unrealized +54.6%
CNI CANADIAN NATL RAILWAY 1.6%
Value ($000) $2,184 Shares 38,475 Est. Cost $44.66 Unrealized +7.8%
CELGENE CORP 1.6%
Value ($000) $2,160 Shares 19,970 Est. Cost $124.10 Unrealized
ROK ROCKWELL AUTOMATION 1.6%
Value ($000) $2,135 Shares 21,039 Est. Cost $88.30 Unrealized +4.7%
JOHNSON CONTROLS 1.6%
Value ($000) $2,128 Shares 51,450 Est. Cost $50.60 Unrealized
ABBV ABBVIE 1.6%
Value ($000) $2,092 Shares 38,441 Est. Cost $30.85 Unrealized +37.8%
GENERAL ELECTRIC 1.6%
Value ($000) $2,074 Shares 82,254 Est. Cost $27.98 Unrealized
GOOGL ALPHABET INC CL A 1.5%
Value ($000) $2,044 Shares 3,202 Est. Cost $31.95 Unrealized 0.0%
AMGN AMGEN INC 1.5%
Value ($000) $2,017 Shares 14,582 Est. Cost $81.11 Unrealized +43.3%
PEP PEPSICO 1.5%
Value ($000) $2,009 Shares 21,301 Est. Cost $57.75 Unrealized +20.4%
CVX CHEVRON 1.5%
Value ($000) $1,982 Shares 25,139 Est. Cost $72.20 Unrealized -25.4%
QCOM QUALCOMM 1.4%
Value ($000) $1,885 Shares 35,077 Est. Cost $51.97 Unrealized -15.1%
SLB SCHLUMBERGER 1.4%
Value ($000) $1,845 Shares 26,757 Est. Cost $66.77 Unrealized -11.8%
ORACLE 1.2%
Value ($000) $1,610 Shares 44,587 Est. Cost $38.35 Unrealized
TARGET CORP 1.2%
Value ($000) $1,603 Shares 20,370 Est. Cost $63.86 Unrealized
WFC WELLS FARGO 1.2%
Value ($000) $1,562 Shares 30,426 Est. Cost $31.22 Unrealized +31.6%
LOW LOWES COMPANIES 1.1%
Value ($000) $1,516 Shares 22,000 Est. Cost $39.49 Unrealized +44.2%
E M C CORP MASS 1.1%
Value ($000) $1,478 Shares 61,181 Est. Cost $25.25 Unrealized
IBM INTL BUSINESS MACH 1.0%
Value ($000) $1,326 Shares 9,150 Est. Cost $106.67 Unrealized -10.6%
HON HONEYWELL INTL 1.0%
Value ($000) $1,318 Shares 13,919 Est. Cost $61.02 Unrealized +20.2%
JPMORGAN CHASE 1.0%
Value ($000) $1,284 Shares 21,052 Est. Cost $59.04 Unrealized
RHHBY ROCHE HLDG LTD ADR 0.9%
Value ($000) $1,266 Shares 38,397 Est. Cost $46.71 Unrealized
NOVOZYMES A S DKK 2.0 0.9%
Value ($000) $1,236 Shares 28,371 Est. Cost $42.38 Unrealized
NXPI NXP SEMICONDUCTORS 0.8%
Value ($000) $1,068 Shares 12,265 Est. Cost $36.59 Unrealized +118.9%
MERCK 0.8%
Value ($000) $1,020 Shares 20,655 Est. Cost $50.02 Unrealized
HD HOME DEPOT 0.7%
Value ($000) $945 Shares 8,183 Est. Cost $59.42 Unrealized +52.2%
UNILEVER PLC NEW ADR 0.7%
Value ($000) $931 Shares 22,850 Est. Cost $42.16 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.7%
Value ($000) $930 Shares 15,711 Est. Cost $34.16 Unrealized +30.4%
DIAGEO PLC SPSD ADR 0.7%
Value ($000) $906 Shares 8,405 Est. Cost $128.36 Unrealized
GILD GILEAD SCIENCES 0.7%
Value ($000) $903 Shares 9,200 Est. Cost $48.38 Unrealized +60.2%
ACE LIMITED 0.7%
Value ($000) $903 Shares 8,735 Est. Cost $103.42 Unrealized
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $868 Shares 19,956 Est. Cost $26.61 Unrealized +1.5%
CL COLGATE-PALMOLIVE 0.6%
Value ($000) $865 Shares 13,635 Est. Cost $48.77 Unrealized +5.2%
COMCAST CORP NEW CL A 0.6%
Value ($000) $776 Shares 13,650 Est. Cost $51.96 Unrealized
DU PONT 0.6%
Value ($000) $767 Shares 15,922 Est. Cost $64.91 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $744 Shares 7,552 Est. Cost $70.35 Unrealized +7.1%
XILINX 0.6%
Value ($000) $736 Shares 17,350 Est. Cost $46.48 Unrealized
WALGREEN BOOTS ALLIANCE INC 0.5%
Value ($000) $730 Shares 8,785 Est. Cost $78.13 Unrealized
SYK STRYKER CORP 0.5%
Value ($000) $727 Shares 7,720 Est. Cost $67.26 Unrealized +30.7%
PRAXAIR 0.5%
Value ($000) $722 Shares 7,085 Est. Cost $128.60 Unrealized
CHUBB CORP 0.5%
Value ($000) $667 Shares 5,440 Est. Cost $96.68 Unrealized
HP HELMERICH & PAYNE 0.5%
Value ($000) $655 Shares 13,875 Est. Cost $77.92 Unrealized -27.3%
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $647 Shares 26,950 Est. Cost $17.80 Unrealized -9.2%
USB US BANCORP 0.5%
Value ($000) $623 Shares 15,195 Est. Cost $25.38 Unrealized +17.5%
UNP UNION PACIFIC 0.5%
Value ($000) $619 Shares 7,000 Est. Cost $67.08 Unrealized +7.6%
ACCENTURE PLC SHS 0.4%
Value ($000) $585 Shares 5,950 Est. Cost $82.03 Unrealized
OXY OCCIDENTAL PETE 0.4%
Value ($000) $536 Shares 8,110 Est. Cost $63.37 Unrealized -19.0%
PFE PFIZER 0.4%
Value ($000) $525 Shares 16,683 Est. Cost $17.62 Unrealized +16.9%
XYLEM INC 0.3%
Value ($000) $465 Shares 14,175 Est. Cost $38.18 Unrealized
CHD CHURCH & DWIGHT 0.3%
Value ($000) $461 Shares 5,500 Est. Cost $28.68 Unrealized +30.3%
DE DEERE & CO 0.3%
Value ($000) $459 Shares 6,200 Est. Cost $67.46 Unrealized +8.7%
INGERSOLL RAND PLC 0.3%
Value ($000) $456 Shares 8,985 Est. Cost $61.67 Unrealized
KO COCA COLA 0.3%
Value ($000) $441 Shares 11,000 Est. Cost $27.03 Unrealized +6.7%
ECL ECOLAB INC 0.3%
Value ($000) $439 Shares 4,000 Est. Cost $97.60 Unrealized +2.2%
NKE NIKE INC CLASS B 0.3%
Value ($000) $433 Shares 3,524 Est. Cost $32.86 Unrealized +50.9%
ILMN ILLUMINA 0.3%
Value ($000) $431 Shares 2,450 Est. Cost $92.54 Unrealized +118.4%
PRGO PERRIGO CO 0.3%
Value ($000) $420 Shares 2,670 Est. Cost $143.90 Unrealized +27.5%
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $402 Shares 4,890 Est. Cost $62.33 Unrealized +9.7%
LINEAR TECHNOLOGY 0.3%
Value ($000) $389 Shares 9,650 Est. Cost $45.37 Unrealized
PAYX PAYCHEX 0.3%
Value ($000) $377 Shares 7,920 Est. Cost $30.94 Unrealized +10.2%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $361 Shares 6,000 Est. Cost $84.17 Unrealized
WMT WAL-MART STORES 0.3%
Value ($000) $353 Shares 5,450 Est. Cost $20.35 Unrealized -7.1%
LLY ELI LILLY & CO 0.3%
Value ($000) $351 Shares 4,194 Est. Cost $39.58 Unrealized +78.0%
SYY SYSCO 0.3%
Value ($000) $341 Shares 8,761 Est. Cost $25.48 Unrealized +14.1%
CONOCOPHILLIPS 0.2%
Value ($000) $310 Shares 6,453 Est. Cost $70.76 Unrealized
CIGNA 0.2%
Value ($000) $297 Shares 2,200 Est. Cost $101.61 Unrealized
NEXTERA ENERGY 0.2%
Value ($000) $293 Shares 3,000 Est. Cost $94.00 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $269 Shares 4,630 Est. Cost $24.61 Unrealized -3.7%
MUNDER VERACITY SMALL CAP VALU 0.2%
Value ($000) $267 Shares 8,771 Est. Cost $31.38 Unrealized
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $263 Shares 3,286 Est. Cost $59.62 Unrealized +86.3%
ADBE ADOBE SYS 0.2%
Value ($000) $252 Shares 3,060 Est. Cost $67.51 Unrealized +20.1%
PSX PHILLIPS 66 0.2%
Value ($000) $241 Shares 3,138 Est. Cost $43.41 Unrealized +24.5%
YUM YUM BRANDS 0.2%
Value ($000) $240 Shares 3,000 Est. Cost $42.41 Unrealized +17.6%
IP INTL PAPER 0.2%
Value ($000) $238 Shares 6,300 Est. Cost $26.03 Unrealized +4.3%
IPGP IPG PHOTONICS 0.2%
Value ($000) $232 Shares 3,050 Est. Cost $72.48 Unrealized +17.0%
AMZN AMAZON.COM 0.2%
Value ($000) $230 Shares 450 Est. Cost $25.28 Unrealized 0.0%
COSTCO WHOLESALE 0.2%
Value ($000) $219 Shares 1,517 Est. Cost $121.37 Unrealized
APACHE 0.2%
Value ($000) $216 Shares 5,517 Est. Cost $85.89 Unrealized
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $203 Shares 4,100 Est. Cost $37.35 Unrealized -1.7%
CERNER 0.1%
Value ($000) $180 Shares 3,000 Est. Cost $58.63 Unrealized
CIPSX CHAMPLAIN SMALL CO FD ADV 0.1%
Value ($000) $174 Shares 11,304 Est. Cost $16.81 Unrealized
EPD ENTERPRISE PRODUCTS PTNR 0.1%
Value ($000) $174 Shares 7,000 Est. Cost $42.95 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $172 Shares 283 Est. Cost $30.50 Unrealized 0.0%
GIS GENERAL MILLS 0.1%
Value ($000) $168 Shares 3,000 Est. Cost $35.46 Unrealized +12.7%
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $163 Shares 3,000 Est. Cost $65.70 Unrealized
SU SUNCOR ENERGY 0.1%
Value ($000) $155 Shares 5,800 Est. Cost $25.27 Unrealized -26.6%
HSY HERSHEY COMPANY 0.1%
Value ($000) $147 Shares 1,600 Est. Cost $73.07 Unrealized -2.8%
MCK MCKESSON 0.1%
Value ($000) $139 Shares 750 Est. Cost $176.84 Unrealized +10.6%
BXP BOSTON PPTYS INC REIT 0.1%
Value ($000) $118 Shares 1,000 Est. Cost $74.26 Unrealized +5.5%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $117 Shares 750 Est. Cost $165.33 Unrealized
SBUX STARBUCKS 0.1%
Value ($000) $89 Shares 1,566 Est. Cost $36.03 Unrealized +25.8%
DHR DANAHER CORP 0.0%
Value ($000) $4 Shares 42 Est. Cost $36.01 Unrealized 0.0%