Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 27, 2016

Total Value ($000): $140,896 (100.0% shares, 0.0% debt)

Holdings (96)

JNJ JOHNSON & JOHNSON 4.5%
Value ($000) $6,285 Shares 58,082 Est. Cost $66.01 Unrealized +19.3%
PG PROCTER & GAMBLE 3.5%
Value ($000) $4,926 Shares 59,858 Est. Cost $58.06 Unrealized +6.2%
MMM 3M 3.4%
Value ($000) $4,814 Shares 28,895 Est. Cost $92.76 Unrealized 0.0%
CVS CVS HEALTH 3.3%
Value ($000) $4,713 Shares 45,441 Est. Cost $46.84 Unrealized +54.6%
INTC INTEL CORP 3.3%
Value ($000) $4,680 Shares 144,631 Est. Cost $18.03 Unrealized +35.3%
ADP AUTOMATIC DATA PROCESSING 3.3%
Value ($000) $4,653 Shares 51,859 Est. Cost $52.47 Unrealized +29.0%
XOM EXXON MOBIL 3.0%
Value ($000) $4,216 Shares 50,447 Est. Cost $51.96 Unrealized 0.0%
NSRGY NESTLE SA ADR 2.9%
Value ($000) $4,151 Shares 55,637 Est. Cost $73.83 Unrealized
MASTERCARD 2.7%
Value ($000) $3,838 Shares 40,595 Est. Cost $137.77 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $3,563 Shares 64,489 Est. Cost $30.34 Unrealized +51.9%
ATR APTARGROUP 2.5%
Value ($000) $3,520 Shares 44,895 Est. Cost $53.99 Unrealized +18.8%
UNITED TECHNOLOGIES 2.5%
Value ($000) $3,454 Shares 34,511 Est. Cost $112.81 Unrealized
ABT ABBOTT LABS 2.2%
Value ($000) $3,106 Shares 74,270 Est. Cost $30.00 Unrealized +10.0%
GOOGL ALPHABET INC CL A 2.1%
Value ($000) $2,978 Shares 3,903 Est. Cost $32.80 Unrealized +11.4%
FISV FISERV 2.0%
Value ($000) $2,814 Shares 27,430 Est. Cost $27.98 Unrealized +69.5%
AAPL APPLE INC 1.9%
Value ($000) $2,738 Shares 25,126 Est. Cost $19.21 Unrealized +17.4%
CISCO SYS INC 1.9%
Value ($000) $2,676 Shares 93,979 Est. Cost $22.60 Unrealized
GENERAL ELECTRIC 1.8%
Value ($000) $2,589 Shares 81,454 Est. Cost $27.98 Unrealized
ROK ROCKWELL AUTOMATION 1.8%
Value ($000) $2,520 Shares 22,155 Est. Cost $88.20 Unrealized -4.8%
NVS NOVARTIS AG ADR 1.8%
Value ($000) $2,490 Shares 34,360 Est. Cost $82.99 Unrealized
CB CHUBB LIMITED 1.7%
Value ($000) $2,408 Shares 20,208 Est. Cost $96.06 Unrealized 0.0%
CNI CANADIAN NATL RAILWAY 1.7%
Value ($000) $2,395 Shares 38,355 Est. Cost $44.66 Unrealized +4.6%
AMGN AMGEN INC 1.6%
Value ($000) $2,186 Shares 14,582 Est. Cost $81.11 Unrealized +36.6%
PEP PEPSICO 1.5%
Value ($000) $2,125 Shares 20,751 Est. Cost $57.75 Unrealized +26.9%
ABBV ABBVIE 1.4%
Value ($000) $2,002 Shares 35,041 Est. Cost $30.85 Unrealized +20.3%
CELGENE CORP 1.4%
Value ($000) $1,999 Shares 19,970 Est. Cost $124.10 Unrealized
ORACLE 1.3%
Value ($000) $1,839 Shares 44,937 Est. Cost $38.35 Unrealized
SLB SCHLUMBERGER 1.3%
Value ($000) $1,834 Shares 24,862 Est. Cost $66.40 Unrealized -20.0%
EMR EMERSON ELECTRIC 1.3%
Value ($000) $1,803 Shares 33,170 Est. Cost $47.81 Unrealized -21.8%
TGT TARGET CORP 1.3%
Value ($000) $1,768 Shares 21,475 Est. Cost $56.38 Unrealized 0.0%
CVX CHEVRON 1.3%
Value ($000) $1,762 Shares 18,449 Est. Cost $72.20 Unrealized -20.5%
JOHNSON CONTROLS 1.2%
Value ($000) $1,696 Shares 43,525 Est. Cost $50.60 Unrealized
LOW LOWES COMPANIES 1.2%
Value ($000) $1,666 Shares 22,000 Est. Cost $39.49 Unrealized +49.1%
UNILEVER PLC NEW ADR 1.1%
Value ($000) $1,617 Shares 35,785 Est. Cost $42.77 Unrealized
HON HONEYWELL INTL 1.1%
Value ($000) $1,516 Shares 13,529 Est. Cost $61.02 Unrealized +25.1%
QCOM QUALCOMM 1.1%
Value ($000) $1,512 Shares 29,565 Est. Cost $50.20 Unrealized -26.5%
NOVOZYMES A S DKK 2.0 1.1%
Value ($000) $1,495 Shares 33,271 Est. Cost $43.03 Unrealized
WFC WELLS FARGO 1.0%
Value ($000) $1,462 Shares 30,226 Est. Cost $31.22 Unrealized +18.8%
RHHBY ROCHE HLDG LTD ADR 0.9%
Value ($000) $1,254 Shares 40,912 Est. Cost $45.76 Unrealized
GILD GILEAD SCIENCES 0.9%
Value ($000) $1,223 Shares 13,310 Est. Cost $53.04 Unrealized +19.7%
JPMORGAN CHASE 0.9%
Value ($000) $1,212 Shares 20,472 Est. Cost $59.04 Unrealized
HD HOME DEPOT 0.8%
Value ($000) $1,092 Shares 8,183 Est. Cost $59.42 Unrealized +65.6%
MRK MERCK 0.8%
Value ($000) $1,087 Shares 20,555 Est. Cost $36.03 Unrealized 0.0%
IBM INTL BUSINESS MACH 0.7%
Value ($000) $1,053 Shares 6,950 Est. Cost $106.67 Unrealized -21.2%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $1,004 Shares 18,556 Est. Cost $26.61 Unrealized +12.9%
NXPI NXP SEMICONDUCTORS 0.7%
Value ($000) $992 Shares 12,240 Est. Cost $36.59 Unrealized +81.1%
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $991 Shares 14,035 Est. Cost $48.88 Unrealized +8.2%
BMY BRISTOL-MYERS SQUIBB 0.7%
Value ($000) $978 Shares 15,311 Est. Cost $34.16 Unrealized +31.2%
DU PONT 0.6%
Value ($000) $910 Shares 14,372 Est. Cost $64.91 Unrealized
DEO DIAGEO PLC SPSD ADR 0.6%
Value ($000) $907 Shares 8,405 Est. Cost $107.91 Unrealized
XILINX 0.6%
Value ($000) $897 Shares 18,925 Est. Cost $46.53 Unrealized
SYK STRYKER CORP 0.6%
Value ($000) $828 Shares 7,720 Est. Cost $67.26 Unrealized +31.0%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $794 Shares 13,000 Est. Cost $22.75 Unrealized 0.0%
MCD MCDONALDS CORP 0.5%
Value ($000) $758 Shares 6,030 Est. Cost $70.35 Unrealized +33.6%
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $714 Shares 26,400 Est. Cost $17.80 Unrealized -22.0%
WALGREEN BOOTS ALLIANCE INC 0.5%
Value ($000) $700 Shares 8,315 Est. Cost $78.13 Unrealized
ACCENTURE PLC SHS 0.5%
Value ($000) $686 Shares 5,950 Est. Cost $82.03 Unrealized
XYL XYLEM INC 0.5%
Value ($000) $666 Shares 16,305 Est. Cost $32.65 Unrealized 0.0%
USB US BANCORP 0.4%
Value ($000) $617 Shares 15,195 Est. Cost $25.38 Unrealized +9.5%
ILMN ILLUMINA 0.4%
Value ($000) $602 Shares 3,720 Est. Cost $114.80 Unrealized +33.2%
UNP UNION PACIFIC 0.4%
Value ($000) $557 Shares 7,000 Est. Cost $67.08 Unrealized -7.6%
HP HELMERICH & PAYNE 0.4%
Value ($000) $543 Shares 9,240 Est. Cost $77.92 Unrealized -32.2%
DHR DANAHER CORP 0.4%
Value ($000) $539 Shares 5,687 Est. Cost $36.46 Unrealized 0.0%
OXY OCCIDENTAL PETE 0.4%
Value ($000) $513 Shares 7,500 Est. Cost $63.37 Unrealized -20.5%
CHD CHURCH & DWIGHT 0.4%
Value ($000) $507 Shares 5,500 Est. Cost $28.68 Unrealized +33.8%
INGERSOLL RAND PLC 0.4%
Value ($000) $502 Shares 8,100 Est. Cost $61.98 Unrealized
ITW ILLINOIS TOOL WORKS 0.4%
Value ($000) $501 Shares 4,890 Est. Cost $62.33 Unrealized +17.5%
PFE PFIZER 0.4%
Value ($000) $494 Shares 16,683 Est. Cost $17.62 Unrealized +6.0%
ECL ECOLAB INC 0.3%
Value ($000) $446 Shares 4,000 Est. Cost $97.60 Unrealized -2.3%
NKE NIKE INC CLASS B 0.3%
Value ($000) $433 Shares 7,048 Est. Cost $44.76 Unrealized +18.8%
LINEAR TECHNOLOGY 0.3%
Value ($000) $430 Shares 9,650 Est. Cost $45.37 Unrealized
PAYX PAYCHEX 0.3%
Value ($000) $428 Shares 7,920 Est. Cost $30.94 Unrealized +21.2%
E M C CORP MASS 0.3%
Value ($000) $421 Shares 15,815 Est. Cost $25.25 Unrealized
KO COCA COLA 0.3%
Value ($000) $418 Shares 9,000 Est. Cost $27.03 Unrealized +17.8%
PRGO PERRIGO CO 0.3%
Value ($000) $414 Shares 3,230 Est. Cost $143.05 Unrealized -4.4%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $413 Shares 6,000 Est. Cost $84.17 Unrealized
SYY SYSCO 0.3%
Value ($000) $409 Shares 8,761 Est. Cost $25.48 Unrealized +31.0%
WMT WAL-MART STORES 0.3%
Value ($000) $373 Shares 5,450 Est. Cost $20.35 Unrealized -10.0%
NEE NEXTERA ENERGY 0.3%
Value ($000) $355 Shares 3,000 Est. Cost $21.80 Unrealized 0.0%
PRAXAIR 0.2%
Value ($000) $335 Shares 2,935 Est. Cost $114.14 Unrealized
IPGP IPG PHOTONICS 0.2%
Value ($000) $329 Shares 3,425 Est. Cost $73.91 Unrealized +14.8%
CIGNA 0.2%
Value ($000) $302 Shares 2,200 Est. Cost $101.61 Unrealized
DE DEERE & CO 0.2%
Value ($000) $296 Shares 3,850 Est. Cost $67.46 Unrealized -1.7%
ADBE ADOBE SYS 0.2%
Value ($000) $287 Shares 3,060 Est. Cost $67.51 Unrealized +28.4%
PSX PHILLIPS 66 0.2%
Value ($000) $272 Shares 3,138 Est. Cost $43.41 Unrealized +29.1%
AMZN AMAZON.COM 0.2%
Value ($000) $267 Shares 450 Est. Cost $25.28 Unrealized +12.3%
LLY ELI LILLY & CO 0.2%
Value ($000) $252 Shares 3,506 Est. Cost $39.58 Unrealized +61.6%
IP INTL PAPER 0.2%
Value ($000) $246 Shares 6,000 Est. Cost $26.03 Unrealized -12.4%
YUM YUM BRANDS 0.2%
Value ($000) $246 Shares 3,000 Est. Cost $42.41 Unrealized +3.3%
COST COSTCO WHOLESALE 0.2%
Value ($000) $240 Shares 1,517 Est. Cost $127.74 Unrealized 0.0%
AFL AFLAC INC 0.2%
Value ($000) $240 Shares 3,795 Est. Cost $24.61 Unrealized -4.2%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $235 Shares 4,100 Est. Cost $37.35 Unrealized +8.5%
MUNDER VERACITY SMALL CAP VALU 0.2%
Value ($000) $233 Shares 7,471 Est. Cost $31.38 Unrealized
ROCKWELL COLLINS 0.2%
Value ($000) $222 Shares 2,415 Est. Cost $92.34 Unrealized
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $213 Shares 3,386 Est. Cost $60.21 Unrealized +10.4%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $211 Shares 283 Est. Cost $30.50 Unrealized +16.6%