Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 16, 2017

Total Value ($000): $152,345 (100.0% shares, 0.0% debt)

Holdings (94)

JNJ JOHNSON & JOHNSON 4.5%
Value ($000) $6,906 Shares 55,447 Est. Cost $66.01 Unrealized +41.5%
PG PROCTER & GAMBLE 3.5%
Value ($000) $5,341 Shares 59,448 Est. Cost $58.06 Unrealized +20.6%
ADP AUTOMATIC DATA PROCESSING 3.5%
Value ($000) $5,295 Shares 51,712 Est. Cost $52.47 Unrealized +60.8%
MMM 3M 3.4%
Value ($000) $5,138 Shares 26,860 Est. Cost $92.76 Unrealized +22.5%
INTC INTEL CORP 3.4%
Value ($000) $5,137 Shares 142,437 Est. Cost $18.03 Unrealized +64.6%
AAPL APPLE INC 3.0%
Value ($000) $4,501 Shares 31,334 Est. Cost $20.27 Unrealized +50.2%
MASTERCARD 2.9%
Value ($000) $4,456 Shares 39,625 Est. Cost $137.77 Unrealized
NSRGY NESTLE SA ADR 2.8%
Value ($000) $4,190 Shares 54,477 Est. Cost $73.83 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $4,158 Shares 63,144 Est. Cost $30.34 Unrealized +90.7%
XOM EXXON MOBIL 2.7%
Value ($000) $4,153 Shares 50,627 Est. Cost $51.96 Unrealized +8.0%
CB CHUBB LIMITED 2.6%
Value ($000) $3,990 Shares 29,281 Est. Cost $99.51 Unrealized +15.5%
UNITED TECHNOLOGIES 2.6%
Value ($000) $3,906 Shares 34,801 Est. Cost $112.81 Unrealized
ABT ABBOTT LABS 2.4%
Value ($000) $3,684 Shares 82,975 Est. Cost $30.57 Unrealized +20.8%
GOOGL ALPHABET INC CL A 2.4%
Value ($000) $3,595 Shares 4,240 Est. Cost $33.20 Unrealized +25.7%
ROK ROCKWELL AUTOMATION 2.3%
Value ($000) $3,558 Shares 22,855 Est. Cost $88.38 Unrealized +43.4%
CVS CVS HEALTH 2.3%
Value ($000) $3,539 Shares 45,097 Est. Cost $46.84 Unrealized +29.4%
ATR APTARGROUP 2.3%
Value ($000) $3,442 Shares 44,723 Est. Cost $53.99 Unrealized +23.0%
FISV FISERV 2.1%
Value ($000) $3,172 Shares 27,510 Est. Cost $27.98 Unrealized +100.6%
CNI CANADIAN NATL RAILWAY 1.9%
Value ($000) $2,895 Shares 39,150 Est. Cost $44.80 Unrealized +34.4%
NVS NOVARTIS AG ADR 1.7%
Value ($000) $2,593 Shares 34,903 Est. Cost $82.49 Unrealized
ADI ANALOG DEVICES 1.6%
Value ($000) $2,482 Shares 30,305 Est. Cost $57.41 Unrealized +15.7%
GENERAL ELECTRIC 1.6%
Value ($000) $2,425 Shares 81,395 Est. Cost $27.98 Unrealized
CELGENE CORP 1.6%
Value ($000) $2,401 Shares 19,300 Est. Cost $124.10 Unrealized
AMGN AMGEN INC 1.5%
Value ($000) $2,344 Shares 14,292 Est. Cost $81.11 Unrealized +56.8%
ABBV ABBVIE 1.4%
Value ($000) $2,164 Shares 33,220 Est. Cost $30.85 Unrealized +40.9%
DHR DANAHER CORP 1.4%
Value ($000) $2,071 Shares 24,215 Est. Cost $55.08 Unrealized +29.4%
SLB SCHLUMBERGER 1.3%
Value ($000) $1,938 Shares 24,805 Est. Cost $66.40 Unrealized -4.6%
ORACLE 1.3%
Value ($000) $1,930 Shares 43,262 Est. Cost $38.35 Unrealized
PEP PEPSICO 1.2%
Value ($000) $1,895 Shares 16,941 Est. Cost $57.75 Unrealized +41.8%
UNILEVER PLC NEW ADR 1.2%
Value ($000) $1,851 Shares 37,520 Est. Cost $43.56 Unrealized
JPMORGAN CHASE 1.2%
Value ($000) $1,753 Shares 19,952 Est. Cost $59.04 Unrealized
QCOM QUALCOMM 1.1%
Value ($000) $1,719 Shares 29,995 Est. Cost $50.09 Unrealized -9.1%
LOW LOWES COMPANIES 1.1%
Value ($000) $1,710 Shares 20,800 Est. Cost $39.49 Unrealized +64.6%
HON HONEYWELL INTL 1.1%
Value ($000) $1,661 Shares 13,304 Est. Cost $61.02 Unrealized +50.6%
RHHBY ROCHE HLDG LTD ADR 1.0%
Value ($000) $1,505 Shares 46,967 Est. Cost $43.94 Unrealized
CISCO SYS INC 1.0%
Value ($000) $1,490 Shares 44,080 Est. Cost $22.60 Unrealized
NOVOZYMES A S DKK 2.0 0.9%
Value ($000) $1,385 Shares 34,971 Est. Cost $42.89 Unrealized
NXPI NXP SEMICONDUCTORS 0.9%
Value ($000) $1,325 Shares 12,800 Est. Cost $39.64 Unrealized +126.7%
SJM SMUCKER J M 0.8%
Value ($000) $1,287 Shares 9,815 Est. Cost $101.99 Unrealized +0.9%
EMR EMERSON ELECTRIC 0.8%
Value ($000) $1,280 Shares 21,400 Est. Cost $47.81 Unrealized +0.3%
CVX CHEVRON 0.8%
Value ($000) $1,243 Shares 11,580 Est. Cost $72.20 Unrealized +6.3%
MRK MERCK 0.8%
Value ($000) $1,229 Shares 19,330 Est. Cost $36.03 Unrealized +27.8%
XILINX 0.8%
Value ($000) $1,192 Shares 20,595 Est. Cost $46.98 Unrealized
HD HOME DEPOT 0.8%
Value ($000) $1,186 Shares 8,083 Est. Cost $59.42 Unrealized +92.5%
DU PONT 0.8%
Value ($000) $1,144 Shares 14,247 Est. Cost $64.91 Unrealized
GILD GILEAD SCIENCES 0.7%
Value ($000) $1,133 Shares 16,682 Est. Cost $54.43 Unrealized -6.9%
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $1,065 Shares 14,550 Est. Cost $49.25 Unrealized +15.5%
WFC WELLS FARGO 0.7%
Value ($000) $1,034 Shares 18,577 Est. Cost $31.22 Unrealized +42.1%
SYK STRYKER CORP 0.7%
Value ($000) $1,013 Shares 7,695 Est. Cost $67.26 Unrealized +70.2%
DEO DIAGEO PLC SPSD ADR 0.6%
Value ($000) $971 Shares 8,405 Est. Cost $107.91 Unrealized
ILMN ILLUMINA 0.6%
Value ($000) $956 Shares 5,605 Est. Cost $123.15 Unrealized +27.9%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $898 Shares 23,900 Est. Cost $26.08 Unrealized +14.7%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $887 Shares 18,190 Est. Cost $26.61 Unrealized +18.1%
XYL XYLEM INC 0.6%
Value ($000) $874 Shares 17,405 Est. Cost $33.01 Unrealized +32.7%
ENB ENBRIDGE INC 0.5%
Value ($000) $833 Shares 19,932 Est. Cost $24.73 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB 0.5%
Value ($000) $824 Shares 15,161 Est. Cost $34.16 Unrealized +16.9%
JCI JOHNSON CONTROLS 0.5%
Value ($000) $753 Shares 17,896 Est. Cost $33.21 Unrealized +3.9%
UNP UNION PACIFIC 0.5%
Value ($000) $742 Shares 7,000 Est. Cost $67.08 Unrealized +30.6%
ACN ACCENTURE PLC SHS 0.5%
Value ($000) $713 Shares 5,950 Est. Cost $103.19 Unrealized +0.8%
WALGREEN BOOTS ALLIANCE INC 0.5%
Value ($000) $690 Shares 8,315 Est. Cost $78.13 Unrealized
INGERSOLL RAND PLC 0.4%
Value ($000) $656 Shares 8,070 Est. Cost $61.98 Unrealized
NVDA NVIDIA CORP 0.4%
Value ($000) $655 Shares 6,015 Est. Cost $1.73 Unrealized +51.2%
ITW ILLINOIS TOOL WORKS 0.4%
Value ($000) $648 Shares 4,890 Est. Cost $62.33 Unrealized +67.8%
PBA PEMBINA PIPELINE CO 0.4%
Value ($000) $647 Shares 20,400 Est. Cost $17.80 Unrealized +11.7%
ECL ECOLAB INC 0.4%
Value ($000) $555 Shares 4,430 Est. Cost $98.91 Unrealized +12.3%
CHD CHURCH & DWIGHT 0.4%
Value ($000) $549 Shares 11,000 Est. Cost $36.19 Unrealized +17.8%
PFE PFIZER 0.4%
Value ($000) $540 Shares 15,800 Est. Cost $17.62 Unrealized +21.5%
PAYX PAYCHEX 0.3%
Value ($000) $466 Shares 7,920 Est. Cost $30.94 Unrealized +50.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $464 Shares 3,580 Est. Cost $70.35 Unrealized +44.6%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $461 Shares 6,000 Est. Cost $84.17 Unrealized
SYY SYSCO 0.3%
Value ($000) $435 Shares 8,386 Est. Cost $25.48 Unrealized +65.1%
IPGP IPG PHOTONICS 0.3%
Value ($000) $419 Shares 3,475 Est. Cost $74.05 Unrealized +52.8%
ADBE ADOBE SYS 0.3%
Value ($000) $398 Shares 3,060 Est. Cost $67.51 Unrealized +73.9%
AMZN AMAZON.COM 0.3%
Value ($000) $386 Shares 435 Est. Cost $25.28 Unrealized +64.8%
KO COCA COLA 0.2%
Value ($000) $371 Shares 8,750 Est. Cost $27.12 Unrealized +16.2%
USB US BANCORP 0.2%
Value ($000) $370 Shares 7,185 Est. Cost $25.43 Unrealized +49.7%
NKE NIKE INC CLASS B 0.2%
Value ($000) $363 Shares 6,516 Est. Cost $44.76 Unrealized +10.1%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $330 Shares 4,100 Est. Cost $37.35 Unrealized +62.4%
NEE NEXTERA ENERGY 0.2%
Value ($000) $321 Shares 2,500 Est. Cost $21.80 Unrealized +15.4%
CIGNA 0.2%
Value ($000) $308 Shares 2,100 Est. Cost $101.61 Unrealized
IP INTL PAPER 0.2%
Value ($000) $305 Shares 6,000 Est. Cost $26.03 Unrealized +31.3%
FTV FORTIVE CORP 0.2%
Value ($000) $271 Shares 4,505 Est. Cost $30.87 Unrealized +12.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $256 Shares 3,050 Est. Cost $39.58 Unrealized +75.7%
TGT TARGET CORP 0.2%
Value ($000) $254 Shares 4,595 Est. Cost $56.38 Unrealized -14.9%
JACOBS ENGINEERING 0.2%
Value ($000) $249 Shares 4,500 Est. Cost $49.78 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $248 Shares 3,138 Est. Cost $43.41 Unrealized +31.9%
WMT WAL-MART STORES 0.2%
Value ($000) $245 Shares 3,400 Est. Cost $20.35 Unrealized -2.8%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $235 Shares 283 Est. Cost $37.69 Unrealized +8.0%
ROCKWELL COLLINS 0.2%
Value ($000) $234 Shares 2,415 Est. Cost $92.34 Unrealized
SBUX STARBUCKS 0.2%
Value ($000) $229 Shares 3,916 Est. Cost $46.79 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $227 Shares 4,553 Est. Cost $32.79 Unrealized +11.5%
ALLE ALLEGION PLC 0.1%
Value ($000) $202 Shares 2,666 Est. Cost $63.57 Unrealized 0.0%
PRGO PERRIGO CO 0.1%
Value ($000) $202 Shares 3,045 Est. Cost $124.29 Unrealized -38.8%
OXY OCCIDENTAL PETE 0.1%
Value ($000) $201 Shares 3,175 Est. Cost $63.37 Unrealized -17.8%