Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 14, 2017

Total Value ($000): $145,177 (100.0% shares, 0.0% debt)

Holdings (95)

JNJ JOHNSON & JOHNSON 4.5%
Value ($000) $6,505 Shares 56,447 Est. Cost $66.01 Unrealized +35.9%
ADP AUTOMATIC DATA PROCESSING 3.6%
Value ($000) $5,273 Shares 51,308 Est. Cost $52.47 Unrealized +46.3%
INTC INTEL CORP 3.6%
Value ($000) $5,182 Shares 142,837 Est. Cost $18.03 Unrealized +61.7%
MMM 3M 3.5%
Value ($000) $5,119 Shares 28,668 Est. Cost $92.76 Unrealized +14.5%
PG PROCTER & GAMBLE 3.5%
Value ($000) $5,017 Shares 59,678 Est. Cost $58.06 Unrealized +15.0%
XOM EXXON MOBIL 3.2%
Value ($000) $4,609 Shares 51,077 Est. Cost $51.96 Unrealized +11.9%
MASTERCARD 2.8%
Value ($000) $4,055 Shares 39,285 Est. Cost $137.77 Unrealized
NSRGY NESTLE SA ADR 2.7%
Value ($000) $3,972 Shares 55,377 Est. Cost $73.83 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $3,966 Shares 63,819 Est. Cost $30.34 Unrealized +77.8%
UNITED TECHNOLOGIES 2.6%
Value ($000) $3,792 Shares 34,591 Est. Cost $112.81 Unrealized
CB CHUBB LIMITED 2.5%
Value ($000) $3,675 Shares 27,811 Est. Cost $98.69 Unrealized +9.8%
CVS CVS HEALTH 2.5%
Value ($000) $3,607 Shares 45,707 Est. Cost $46.84 Unrealized +30.3%
AAPL APPLE INC 2.5%
Value ($000) $3,592 Shares 31,015 Est. Cost $20.16 Unrealized +29.4%
GOOGL ALPHABET INC CL A 2.3%
Value ($000) $3,325 Shares 4,196 Est. Cost $33.11 Unrealized +19.8%
ATR APTARGROUP 2.3%
Value ($000) $3,297 Shares 44,898 Est. Cost $53.99 Unrealized +22.0%
ABT ABBOTT LABS 2.2%
Value ($000) $3,129 Shares 81,475 Est. Cost $30.45 Unrealized +10.5%
ROK ROCKWELL AUTOMATION 2.1%
Value ($000) $3,057 Shares 22,755 Est. Cost $88.38 Unrealized +21.9%
FISV FISERV 2.0%
Value ($000) $2,914 Shares 27,425 Est. Cost $27.98 Unrealized +83.6%
CNI CANADIAN NATL RAILWAY 1.8%
Value ($000) $2,639 Shares 39,155 Est. Cost $44.80 Unrealized +24.6%
GENERAL ELECTRIC 1.8%
Value ($000) $2,558 Shares 80,959 Est. Cost $27.98 Unrealized
NVS NOVARTIS AG ADR 1.7%
Value ($000) $2,397 Shares 32,903 Est. Cost $82.99 Unrealized
CELGENE CORP 1.6%
Value ($000) $2,268 Shares 19,600 Est. Cost $124.10 Unrealized
ABBV ABBVIE 1.5%
Value ($000) $2,187 Shares 34,911 Est. Cost $30.85 Unrealized +35.5%
AMGN AMGEN INC 1.5%
Value ($000) $2,129 Shares 14,557 Est. Cost $81.11 Unrealized +41.0%
SLB SCHLUMBERGER 1.4%
Value ($000) $2,084 Shares 24,815 Est. Cost $66.40 Unrealized -5.1%
CISCO SYS INC 1.4%
Value ($000) $2,070 Shares 68,535 Est. Cost $22.60 Unrealized
QCOM QUALCOMM 1.3%
Value ($000) $1,910 Shares 29,300 Est. Cost $50.20 Unrealized +4.1%
PEP PEPSICO 1.3%
Value ($000) $1,864 Shares 17,816 Est. Cost $57.75 Unrealized +37.4%
JPMORGAN CHASE 1.2%
Value ($000) $1,729 Shares 20,042 Est. Cost $59.04 Unrealized
ORACLE 1.2%
Value ($000) $1,721 Shares 44,762 Est. Cost $38.35 Unrealized
ADI ANALOG DEVICES 1.2%
Value ($000) $1,720 Shares 23,680 Est. Cost $54.89 Unrealized +4.1%
DHR DANAHER CORP 1.2%
Value ($000) $1,694 Shares 21,760 Est. Cost $53.25 Unrealized +24.6%
HON HONEYWELL INTL 1.1%
Value ($000) $1,565 Shares 13,509 Est. Cost $61.02 Unrealized +38.0%
WFC WELLS FARGO 1.1%
Value ($000) $1,558 Shares 28,256 Est. Cost $31.22 Unrealized +25.0%
LOW LOWES COMPANIES 1.0%
Value ($000) $1,514 Shares 21,300 Est. Cost $39.49 Unrealized +51.4%
UNILEVER PLC NEW ADR 0.9%
Value ($000) $1,375 Shares 33,795 Est. Cost $42.92 Unrealized
CVX CHEVRON 0.9%
Value ($000) $1,374 Shares 11,680 Est. Cost $72.20 Unrealized +2.2%
RHHBY ROCHE HLDG LTD ADR 0.9%
Value ($000) $1,284 Shares 45,017 Est. Cost $44.46 Unrealized
NXPI NXP SEMICONDUCTORS 0.9%
Value ($000) $1,254 Shares 12,800 Est. Cost $39.64 Unrealized +122.7%
XILINX 0.9%
Value ($000) $1,237 Shares 20,495 Est. Cost $46.98 Unrealized
EMR EMERSON ELECTRIC 0.8%
Value ($000) $1,210 Shares 21,700 Est. Cost $47.81 Unrealized -10.4%
MRK MERCK 0.8%
Value ($000) $1,167 Shares 19,830 Est. Cost $36.03 Unrealized +22.4%
NOVOZYMES A S DKK 2.0 0.8%
Value ($000) $1,156 Shares 33,481 Est. Cost $43.03 Unrealized
HD HOME DEPOT 0.7%
Value ($000) $1,084 Shares 8,083 Est. Cost $59.42 Unrealized +74.0%
DU PONT 0.7%
Value ($000) $1,050 Shares 14,297 Est. Cost $64.91 Unrealized
GILD GILEAD SCIENCES 0.7%
Value ($000) $1,021 Shares 14,247 Est. Cost $55.07 Unrealized -3.4%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $975 Shares 18,270 Est. Cost $26.61 Unrealized +16.4%
SPECTRA ENERGY 0.6%
Value ($000) $942 Shares 22,915 Est. Cost $36.96 Unrealized
SYK STRYKER CORP 0.6%
Value ($000) $922 Shares 7,695 Est. Cost $67.26 Unrealized +54.5%
CL COLGATE-PALMOLIVE 0.6%
Value ($000) $908 Shares 13,875 Est. Cost $48.88 Unrealized +13.3%
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $901 Shares 15,411 Est. Cost $34.16 Unrealized +15.7%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $884 Shares 12,800 Est. Cost $22.75 Unrealized +17.9%
DEO DIAGEO PLC SPSD ADR 0.6%
Value ($000) $874 Shares 8,405 Est. Cost $107.91 Unrealized
XYL XYLEM INC 0.6%
Value ($000) $865 Shares 17,455 Est. Cost $33.01 Unrealized +37.6%
JCI JOHNSON CONTROLS 0.5%
Value ($000) $737 Shares 17,896 Est. Cost $33.21 Unrealized +3.3%
UNP UNION PACIFIC 0.5%
Value ($000) $725 Shares 7,000 Est. Cost $67.08 Unrealized +19.7%
ILMN ILLUMINA 0.5%
Value ($000) $710 Shares 5,545 Est. Cost $122.78 Unrealized +9.8%
ACN ACCENTURE PLC SHS 0.5%
Value ($000) $697 Shares 5,950 Est. Cost $103.19 Unrealized 0.0%
WALGREEN BOOTS ALLIANCE INC 0.5%
Value ($000) $688 Shares 8,315 Est. Cost $78.13 Unrealized
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $683 Shares 21,800 Est. Cost $17.80 Unrealized +4.9%
INGERSOLL RAND PLC 0.4%
Value ($000) $606 Shares 8,070 Est. Cost $61.98 Unrealized
TGT TARGET CORP 0.4%
Value ($000) $603 Shares 8,345 Est. Cost $56.38 Unrealized -1.8%
ITW ILLINOIS TOOL WORKS 0.4%
Value ($000) $599 Shares 4,890 Est. Cost $62.33 Unrealized +55.9%
LINEAR TECHNOLOGY 0.4%
Value ($000) $587 Shares 9,400 Est. Cost $45.37 Unrealized
PFE PFIZER 0.4%
Value ($000) $520 Shares 16,000 Est. Cost $17.62 Unrealized +16.3%
NVDA NVIDIA CORP 0.4%
Value ($000) $510 Shares 4,775 Est. Cost $1.50 Unrealized +36.7%
CHD CHURCH & DWIGHT 0.3%
Value ($000) $487 Shares 11,000 Est. Cost $36.19 Unrealized +11.9%
PAYX PAYCHEX 0.3%
Value ($000) $482 Shares 7,920 Est. Cost $30.94 Unrealized +42.0%
ECL ECOLAB INC 0.3%
Value ($000) $469 Shares 4,000 Est. Cost $97.60 Unrealized +8.6%
SYY SYSCO 0.3%
Value ($000) $466 Shares 8,411 Est. Cost $25.48 Unrealized +60.8%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $454 Shares 6,000 Est. Cost $84.17 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $436 Shares 3,580 Est. Cost $70.35 Unrealized +34.0%
KO COCA COLA 0.3%
Value ($000) $379 Shares 9,150 Est. Cost $27.12 Unrealized +15.1%
USB US BANCORP 0.3%
Value ($000) $369 Shares 7,185 Est. Cost $25.43 Unrealized +32.8%
HP HELMERICH & PAYNE 0.3%
Value ($000) $369 Shares 4,765 Est. Cost $77.92 Unrealized -8.8%
IPGP IPG PHOTONICS 0.2%
Value ($000) $343 Shares 3,475 Est. Cost $74.05 Unrealized +25.9%
NKE NIKE INC CLASS B 0.2%
Value ($000) $336 Shares 6,616 Est. Cost $44.76 Unrealized +1.8%
AMZN AMAZON.COM 0.2%
Value ($000) $326 Shares 435 Est. Cost $25.28 Unrealized +55.0%
PRGO PERRIGO CO 0.2%
Value ($000) $320 Shares 3,850 Est. Cost $124.29 Unrealized -30.2%
IP INTL PAPER 0.2%
Value ($000) $318 Shares 6,000 Est. Cost $26.03 Unrealized +20.1%
ADBE ADOBE SYS 0.2%
Value ($000) $315 Shares 3,060 Est. Cost $67.51 Unrealized +56.8%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $299 Shares 4,100 Est. Cost $37.35 Unrealized +48.5%
NEE NEXTERA ENERGY 0.2%
Value ($000) $299 Shares 2,500 Est. Cost $21.80 Unrealized +8.8%
CIGNA 0.2%
Value ($000) $280 Shares 2,100 Est. Cost $101.61 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $271 Shares 3,138 Est. Cost $43.41 Unrealized +35.1%
JACOBS ENGINEERING 0.2%
Value ($000) $256 Shares 4,500 Est. Cost $49.78 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $245 Shares 3,332 Est. Cost $39.58 Unrealized +62.2%
FTV FORTIVE CORP 0.2%
Value ($000) $242 Shares 4,505 Est. Cost $30.87 Unrealized +3.2%
WMT WAL-MART STORES 0.2%
Value ($000) $235 Shares 3,400 Est. Cost $20.35 Unrealized -2.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $232 Shares 4,633 Est. Cost $32.79 Unrealized +6.0%
OXY OCCIDENTAL PETE 0.2%
Value ($000) $226 Shares 3,175 Est. Cost $63.37 Unrealized -13.2%
ROCKWELL COLLINS 0.2%
Value ($000) $224 Shares 2,415 Est. Cost $92.34 Unrealized
SJM SMUCKER J M 0.2%
Value ($000) $224 Shares 1,750 Est. Cost $97.61 Unrealized 0.0%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $218 Shares 283 Est. Cost $37.69 Unrealized +2.6%
IBM INTL BUSINESS MACH 0.1%
Value ($000) $216 Shares 1,300 Est. Cost $106.67 Unrealized -3.4%