Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 16, 2016

Total Value ($000): $146,290 (100.0% shares, 0.0% debt)

Holdings (96)

JNJ JOHNSON & JOHNSON 4.6%
Value ($000) $6,685 Shares 56,597 Est. Cost $66.01 Unrealized +41.8%
INTC INTEL CORP 3.7%
Value ($000) $5,408 Shares 143,237 Est. Cost $18.03 Unrealized +58.7%
PG PROCTER & GAMBLE 3.7%
Value ($000) $5,357 Shares 59,678 Est. Cost $58.06 Unrealized +16.3%
MMM 3M 3.5%
Value ($000) $5,066 Shares 28,748 Est. Cost $92.76 Unrealized +17.7%
ADP AUTOMATIC DATA PROCESSING 3.1%
Value ($000) $4,528 Shares 51,332 Est. Cost $52.47 Unrealized +41.2%
XOM EXXON MOBIL 3.0%
Value ($000) $4,416 Shares 50,597 Est. Cost $51.96 Unrealized +12.6%
NSRGY NESTLE SA ADR 3.0%
Value ($000) $4,374 Shares 55,342 Est. Cost $73.83 Unrealized
CVS CVS HEALTH 2.8%
Value ($000) $4,059 Shares 45,626 Est. Cost $46.84 Unrealized +51.3%
MASTERCARD 2.7%
Value ($000) $4,003 Shares 39,330 Est. Cost $137.77 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $3,675 Shares 63,819 Est. Cost $30.34 Unrealized +65.8%
UNITED TECHNOLOGIES 2.4%
Value ($000) $3,512 Shares 34,561 Est. Cost $112.81 Unrealized
ATR APTARGROUP 2.4%
Value ($000) $3,474 Shares 44,883 Est. Cost $53.99 Unrealized +27.7%
ABT ABBOTT LABS 2.3%
Value ($000) $3,391 Shares 80,180 Est. Cost $30.40 Unrealized +18.9%
GOOGL ALPHABET INC CL A 2.3%
Value ($000) $3,349 Shares 4,165 Est. Cost $33.11 Unrealized +17.2%
AAPL APPLE INC 2.2%
Value ($000) $3,283 Shares 29,050 Est. Cost $19.76 Unrealized +22.6%
CB CHUBB LIMITED 2.2%
Value ($000) $3,255 Shares 25,908 Est. Cost $97.98 Unrealized +9.5%
CISCO SYS INC 1.9%
Value ($000) $2,810 Shares 88,585 Est. Cost $22.60 Unrealized
ROK ROCKWELL AUTOMATION 1.9%
Value ($000) $2,781 Shares 22,735 Est. Cost $88.38 Unrealized +10.9%
NVS NOVARTIS AG ADR 1.9%
Value ($000) $2,757 Shares 34,925 Est. Cost $82.99 Unrealized
FISV FISERV 1.9%
Value ($000) $2,729 Shares 27,430 Est. Cost $27.98 Unrealized +87.4%
CNI CANADIAN NATL RAILWAY 1.7%
Value ($000) $2,529 Shares 38,655 Est. Cost $44.66 Unrealized +19.0%
AMGN AMGEN INC 1.7%
Value ($000) $2,428 Shares 14,557 Est. Cost $81.11 Unrealized +57.5%
GENERAL ELECTRIC 1.6%
Value ($000) $2,398 Shares 80,959 Est. Cost $27.98 Unrealized
ABBV ABBVIE 1.5%
Value ($000) $2,204 Shares 34,941 Est. Cost $30.85 Unrealized +42.4%
PEP PEPSICO 1.5%
Value ($000) $2,134 Shares 19,616 Est. Cost $57.75 Unrealized +40.4%
CELGENE CORP 1.4%
Value ($000) $2,048 Shares 19,600 Est. Cost $124.10 Unrealized
QCOM QUALCOMM 1.4%
Value ($000) $2,006 Shares 29,300 Est. Cost $50.20 Unrealized -6.5%
SLB SCHLUMBERGER 1.3%
Value ($000) $1,966 Shares 24,995 Est. Cost $66.40 Unrealized -8.6%
ORACLE 1.2%
Value ($000) $1,768 Shares 44,987 Est. Cost $38.35 Unrealized
UNILEVER PLC NEW ADR 1.2%
Value ($000) $1,749 Shares 36,910 Est. Cost $42.92 Unrealized
HON HONEYWELL INTL 1.1%
Value ($000) $1,577 Shares 13,529 Est. Cost $61.02 Unrealized +41.0%
LOW LOWES COMPANIES 1.1%
Value ($000) $1,538 Shares 21,300 Est. Cost $39.49 Unrealized +65.7%
NOVOZYMES A S DKK 2.0 1.0%
Value ($000) $1,470 Shares 33,411 Est. Cost $43.03 Unrealized
TGT TARGET CORP 1.0%
Value ($000) $1,456 Shares 21,210 Est. Cost $56.38 Unrealized -3.6%
GILD GILEAD SCIENCES 1.0%
Value ($000) $1,437 Shares 18,167 Est. Cost $55.07 Unrealized +4.9%
RHHBY ROCHE HLDG LTD ADR 1.0%
Value ($000) $1,399 Shares 45,187 Est. Cost $44.46 Unrealized
JPMORGAN CHASE 0.9%
Value ($000) $1,335 Shares 20,042 Est. Cost $59.04 Unrealized
EMR EMERSON ELECTRIC 0.9%
Value ($000) $1,330 Shares 24,400 Est. Cost $47.81 Unrealized -11.5%
WFC WELLS FARGO 0.9%
Value ($000) $1,320 Shares 29,826 Est. Cost $31.22 Unrealized +18.0%
NXPI NXP SEMICONDUCTORS 0.9%
Value ($000) $1,306 Shares 12,800 Est. Cost $39.64 Unrealized +90.0%
MRK MERCK 0.9%
Value ($000) $1,274 Shares 20,405 Est. Cost $36.03 Unrealized +21.4%
CVX CHEVRON 0.9%
Value ($000) $1,253 Shares 12,180 Est. Cost $72.20 Unrealized -5.2%
JCI JOHNSON CONTROLS 0.8%
Value ($000) $1,133 Shares 24,333 Est. Cost $33.21 Unrealized 0.0%
DHR DANAHER CORP 0.8%
Value ($000) $1,129 Shares 14,405 Est. Cost $46.56 Unrealized +44.5%
XILINX 0.8%
Value ($000) $1,106 Shares 20,350 Est. Cost $46.98 Unrealized
HD HOME DEPOT 0.7%
Value ($000) $1,040 Shares 8,083 Est. Cost $59.42 Unrealized +79.0%
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $1,038 Shares 14,000 Est. Cost $48.88 Unrealized +21.5%
SPECTRA ENERGY 0.7%
Value ($000) $990 Shares 23,165 Est. Cost $36.96 Unrealized
DEO DIAGEO PLC SPSD ADR 0.7%
Value ($000) $975 Shares 8,405 Est. Cost $107.91 Unrealized
DU PONT 0.7%
Value ($000) $958 Shares 14,297 Est. Cost $64.91 Unrealized
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $950 Shares 18,270 Est. Cost $26.61 Unrealized +23.6%
XYL XYLEM INC 0.6%
Value ($000) $916 Shares 17,455 Est. Cost $33.01 Unrealized +32.6%
SYK STRYKER CORP 0.6%
Value ($000) $895 Shares 7,695 Est. Cost $67.26 Unrealized +56.0%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $853 Shares 12,860 Est. Cost $22.75 Unrealized +17.0%
ILMN ILLUMINA 0.6%
Value ($000) $845 Shares 4,655 Est. Cost $120.48 Unrealized +32.8%
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $831 Shares 15,411 Est. Cost $34.16 Unrealized +35.1%
ACCENTURE PLC SHS 0.5%
Value ($000) $727 Shares 5,950 Est. Cost $82.03 Unrealized
UNP UNION PACIFIC 0.5%
Value ($000) $683 Shares 7,000 Est. Cost $67.08 Unrealized +13.2%
WALGREEN BOOTS ALLIANCE INC 0.5%
Value ($000) $670 Shares 8,315 Est. Cost $78.13 Unrealized
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $663 Shares 21,800 Est. Cost $17.80 Unrealized +3.2%
ADI ANALOG DEVICES 0.4%
Value ($000) $651 Shares 10,100 Est. Cost $51.83 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS 0.4%
Value ($000) $586 Shares 4,890 Est. Cost $62.33 Unrealized +49.0%
LINEAR TECHNOLOGY 0.4%
Value ($000) $572 Shares 9,650 Est. Cost $45.37 Unrealized
PFE PFIZER 0.4%
Value ($000) $551 Shares 16,250 Est. Cost $17.62 Unrealized +26.3%
INGERSOLL RAND PLC 0.4%
Value ($000) $550 Shares 8,100 Est. Cost $61.98 Unrealized
PRGO PERRIGO CO 0.4%
Value ($000) $538 Shares 5,825 Est. Cost $124.29 Unrealized -25.9%
CHD CHURCH & DWIGHT 0.4%
Value ($000) $527 Shares 11,000 Est. Cost $36.19 Unrealized +20.8%
ECL ECOLAB INC 0.3%
Value ($000) $487 Shares 4,000 Est. Cost $97.60 Unrealized +11.7%
PAYX PAYCHEX 0.3%
Value ($000) $459 Shares 7,920 Est. Cost $30.94 Unrealized +46.6%
HP HELMERICH & PAYNE 0.3%
Value ($000) $434 Shares 6,440 Est. Cost $77.92 Unrealized -19.5%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $424 Shares 6,000 Est. Cost $84.17 Unrealized
SYY SYSCO 0.3%
Value ($000) $416 Shares 8,461 Est. Cost $25.48 Unrealized +58.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $413 Shares 3,580 Est. Cost $70.35 Unrealized +34.4%
KO COCA COLA 0.3%
Value ($000) $387 Shares 9,150 Est. Cost $27.12 Unrealized +20.0%
AMZN AMAZON.COM 0.2%
Value ($000) $364 Shares 435 Est. Cost $25.28 Unrealized +51.4%
NKE NIKE INC CLASS B 0.2%
Value ($000) $355 Shares 6,748 Est. Cost $44.76 Unrealized +11.7%
ADBE ADOBE SYS 0.2%
Value ($000) $332 Shares 3,060 Est. Cost $67.51 Unrealized +48.6%
USB US BANCORP 0.2%
Value ($000) $327 Shares 7,635 Est. Cost $25.43 Unrealized +17.8%
IBM INTL BUSINESS MACH 0.2%
Value ($000) $321 Shares 2,020 Est. Cost $106.67 Unrealized -4.6%
NEE NEXTERA ENERGY 0.2%
Value ($000) $306 Shares 2,500 Est. Cost $21.80 Unrealized +13.8%
NVDA NVIDIA CORP 0.2%
Value ($000) $298 Shares 4,355 Est. Cost $1.45 Unrealized 0.0%
IP INTL PAPER 0.2%
Value ($000) $288 Shares 6,000 Est. Cost $26.03 Unrealized +13.4%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $288 Shares 4,100 Est. Cost $37.35 Unrealized +41.0%
IPGP IPG PHOTONICS 0.2%
Value ($000) $287 Shares 3,475 Est. Cost $74.05 Unrealized +12.8%
CIGNA 0.2%
Value ($000) $273 Shares 2,100 Est. Cost $101.61 Unrealized
YUM YUM BRANDS 0.2%
Value ($000) $272 Shares 3,000 Est. Cost $42.41 Unrealized +27.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $269 Shares 3,356 Est. Cost $39.58 Unrealized +73.3%
FTV FORTIVE CORP 0.2%
Value ($000) $259 Shares 5,105 Est. Cost $30.87 Unrealized 0.0%
PSX PHILLIPS 66 0.2%
Value ($000) $252 Shares 3,138 Est. Cost $43.41 Unrealized +25.4%
WMT WAL-MART STORES 0.2%
Value ($000) $245 Shares 3,400 Est. Cost $20.35 Unrealized +1.2%
JACOBS ENGINEERING 0.2%
Value ($000) $233 Shares 4,500 Est. Cost $49.78 Unrealized
OXY OCCIDENTAL PETE 0.2%
Value ($000) $232 Shares 3,175 Est. Cost $63.37 Unrealized -9.4%
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $229 Shares 3,386 Est. Cost $70.55 Unrealized 0.0%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $220 Shares 283 Est. Cost $37.69 Unrealized 0.0%
ROCKWELL COLLINS 0.1%
Value ($000) $204 Shares 2,415 Est. Cost $92.34 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $202 Shares 4,653 Est. Cost $32.79 Unrealized -5.1%