Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 26, 2017

Total Value ($000): $159,583 (100.0% shares, 0.0% debt)

Holdings (89)

JNJ JOHNSON & JOHNSON 4.4%
Value ($000) $6,991 Shares 53,762 Est. Cost $66.01 Unrealized +59.0%
MASTERCARD 3.5%
Value ($000) $5,536 Shares 39,205 Est. Cost $137.77 Unrealized
ADP AUTOMATIC DATA PROCESSING 3.4%
Value ($000) $5,483 Shares 50,162 Est. Cost $52.47 Unrealized +70.7%
MMM 3M 3.4%
Value ($000) $5,350 Shares 25,485 Est. Cost $92.76 Unrealized +40.0%
PG PROCTER & GAMBLE 3.3%
Value ($000) $5,346 Shares 58,763 Est. Cost $58.06 Unrealized +25.8%
INTC INTEL CORP 3.3%
Value ($000) $5,263 Shares 138,212 Est. Cost $18.03 Unrealized +64.1%
AAPL APPLE INC 2.9%
Value ($000) $4,679 Shares 30,359 Est. Cost $20.27 Unrealized +78.4%
NSRGY NESTLE SA ADR 2.8%
Value ($000) $4,534 Shares 53,977 Est. Cost $73.83 Unrealized
ABT ABBOTT LABS 2.8%
Value ($000) $4,527 Shares 84,820 Est. Cost $30.67 Unrealized +41.4%
MSFT MICROSOFT CORP 2.7%
Value ($000) $4,377 Shares 58,769 Est. Cost $30.34 Unrealized +119.8%
XOM EXXON MOBIL 2.6%
Value ($000) $4,223 Shares 51,521 Est. Cost $52.03 Unrealized +4.4%
CB CHUBB LIMITED 2.6%
Value ($000) $4,218 Shares 29,593 Est. Cost $99.76 Unrealized +25.1%
GOOGL ALPHABET INC CL A 2.6%
Value ($000) $4,149 Shares 4,261 Est. Cost $33.20 Unrealized +41.8%
ROK ROCKWELL AUTOMATION 2.6%
Value ($000) $4,073 Shares 22,858 Est. Cost $88.38 Unrealized +61.2%
UNITED TECHNOLOGIES 2.5%
Value ($000) $4,038 Shares 34,786 Est. Cost $112.81 Unrealized
ATR APTARGROUP 2.5%
Value ($000) $3,933 Shares 45,573 Est. Cost $54.22 Unrealized +40.5%
CVS CVS HEALTH 2.3%
Value ($000) $3,702 Shares 45,526 Est. Cost $47.00 Unrealized +29.4%
FISV FISERV 2.2%
Value ($000) $3,524 Shares 27,325 Est. Cost $27.98 Unrealized +122.0%
CNI CANADIAN NATL RAILWAY 2.0%
Value ($000) $3,227 Shares 38,960 Est. Cost $44.80 Unrealized +54.9%
NVS NOVARTIS AG ADR 1.9%
Value ($000) $3,023 Shares 35,225 Est. Cost $82.49 Unrealized
ADI ANALOG DEVICES 1.9%
Value ($000) $2,995 Shares 34,766 Est. Cost $58.83 Unrealized +17.1%
ABBV ABBVIE 1.8%
Value ($000) $2,841 Shares 31,970 Est. Cost $30.85 Unrealized +73.9%
CELGENE CORP 1.7%
Value ($000) $2,684 Shares 18,400 Est. Cost $124.10 Unrealized
AMGN AMGEN INC 1.6%
Value ($000) $2,604 Shares 13,967 Est. Cost $81.11 Unrealized +69.5%
UNILEVER PLC NEW ADR 1.5%
Value ($000) $2,357 Shares 40,655 Est. Cost $44.54 Unrealized
DHR DANAHER CORP 1.4%
Value ($000) $2,237 Shares 26,075 Est. Cost $56.25 Unrealized +26.4%
GENERAL ELECTRIC 1.2%
Value ($000) $1,950 Shares 80,655 Est. Cost $27.98 Unrealized
JPMORGAN CHASE 1.2%
Value ($000) $1,894 Shares 19,832 Est. Cost $59.04 Unrealized
PEP PEPSICO 1.1%
Value ($000) $1,793 Shares 16,081 Est. Cost $57.75 Unrealized +54.8%
HON HONEYWELL INTL 1.1%
Value ($000) $1,793 Shares 12,649 Est. Cost $61.02 Unrealized +71.0%
ORACLE 1.1%
Value ($000) $1,739 Shares 35,962 Est. Cost $38.35 Unrealized
HD HOME DEPOT 1.1%
Value ($000) $1,703 Shares 10,410 Est. Cost $74.11 Unrealized +68.9%
RHHBY ROCHE HLDG LTD ADR 1.0%
Value ($000) $1,555 Shares 48,587 Est. Cost $43.64 Unrealized
LOW LOWES COMPANIES 1.0%
Value ($000) $1,535 Shares 19,200 Est. Cost $39.49 Unrealized +66.2%
SLB SCHLUMBERGER 0.9%
Value ($000) $1,502 Shares 21,540 Est. Cost $66.40 Unrealized -21.9%
XILINX 0.9%
Value ($000) $1,489 Shares 21,035 Est. Cost $47.41 Unrealized
SJM SMUCKER J M 0.9%
Value ($000) $1,381 Shares 13,165 Est. Cost $100.18 Unrealized -12.6%
CVX CHEVRON 0.9%
Value ($000) $1,360 Shares 11,580 Est. Cost $72.20 Unrealized +5.5%
EMR EMERSON ELECTRIC 0.8%
Value ($000) $1,305 Shares 20,775 Est. Cost $47.81 Unrealized +3.0%
ILMN ILLUMINA 0.8%
Value ($000) $1,261 Shares 6,330 Est. Cost $129.38 Unrealized +43.9%
DOWDUPONT INC 0.8%
Value ($000) $1,260 Shares 18,198 Est. Cost $69.24 Unrealized
NOVOZYMES A S DKK 2.0 0.8%
Value ($000) $1,237 Shares 24,156 Est. Cost $42.89 Unrealized
GILD GILEAD SCIENCES 0.8%
Value ($000) $1,232 Shares 15,197 Est. Cost $54.43 Unrealized +2.8%
MRK MERCK 0.8%
Value ($000) $1,213 Shares 18,930 Est. Cost $36.03 Unrealized +29.6%
CISCO SYS INC 0.7%
Value ($000) $1,159 Shares 34,430 Est. Cost $22.60 Unrealized
QCOM QUALCOMM 0.7%
Value ($000) $1,143 Shares 22,045 Est. Cost $50.09 Unrealized -15.5%
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $1,142 Shares 15,670 Est. Cost $50.16 Unrealized +18.0%
XYL XYLEM INC 0.7%
Value ($000) $1,110 Shares 17,725 Est. Cost $33.40 Unrealized +61.9%
DEO DIAGEO PLC SPSD ADR 0.7%
Value ($000) $1,110 Shares 8,405 Est. Cost $107.91 Unrealized
SYK STRYKER CORP 0.7%
Value ($000) $1,104 Shares 7,770 Est. Cost $67.26 Unrealized +94.4%
NVDA NVIDIA CORP 0.7%
Value ($000) $1,072 Shares 5,990 Est. Cost $1.73 Unrealized +136.7%
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $966 Shares 15,161 Est. Cost $34.16 Unrealized +26.2%
FTV FORTIVE CORP 0.6%
Value ($000) $917 Shares 12,959 Est. Cost $36.05 Unrealized +11.6%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $900 Shares 18,190 Est. Cost $26.61 Unrealized +13.6%
WFC WELLS FARGO 0.5%
Value ($000) $844 Shares 15,300 Est. Cost $31.22 Unrealized +35.0%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $831 Shares 21,600 Est. Cost $26.08 Unrealized +22.8%
UNP UNION PACIFIC 0.5%
Value ($000) $818 Shares 7,050 Est. Cost $67.08 Unrealized +32.8%
ACN ACCENTURE PLC SHS 0.5%
Value ($000) $814 Shares 6,026 Est. Cost $103.43 Unrealized +10.9%
ITW ILLINOIS TOOL WORKS 0.5%
Value ($000) $738 Shares 4,990 Est. Cost $63.41 Unrealized +83.0%
INGERSOLL RAND PLC 0.4%
Value ($000) $714 Shares 8,000 Est. Cost $61.98 Unrealized
PBA PEMBINA PIPELINE CO 0.4%
Value ($000) $646 Shares 18,400 Est. Cost $17.80 Unrealized +19.9%
WALGREEN BOOTS ALLIANCE INC 0.4%
Value ($000) $642 Shares 8,315 Est. Cost $78.13 Unrealized
ECL ECOLAB INC 0.4%
Value ($000) $586 Shares 4,555 Est. Cost $99.49 Unrealized +20.7%
PFE PFIZER 0.3%
Value ($000) $553 Shares 15,500 Est. Cost $17.62 Unrealized +26.3%
CHD CHURCH & DWIGHT 0.3%
Value ($000) $543 Shares 11,200 Est. Cost $36.36 Unrealized +25.6%
IPGP IPG PHOTONICS 0.3%
Value ($000) $486 Shares 2,625 Est. Cost $74.05 Unrealized +124.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $478 Shares 3,050 Est. Cost $70.35 Unrealized +82.9%
ADBE ADOBE SYS 0.3%
Value ($000) $456 Shares 3,060 Est. Cost $67.51 Unrealized +121.1%
SYY SYSCO 0.3%
Value ($000) $450 Shares 8,351 Est. Cost $25.48 Unrealized +64.2%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $425 Shares 5,975 Est. Cost $84.17 Unrealized
NEE NEXTERA ENERGY 0.3%
Value ($000) $421 Shares 2,875 Est. Cost $22.59 Unrealized +31.6%
PAYX PAYCHEX 0.3%
Value ($000) $404 Shares 6,740 Est. Cost $30.94 Unrealized +44.1%
AMZN AMAZON.COM 0.2%
Value ($000) $394 Shares 410 Est. Cost $25.28 Unrealized +94.3%
CIGNA 0.2%
Value ($000) $393 Shares 2,100 Est. Cost $101.61 Unrealized
KO COCA COLA 0.2%
Value ($000) $383 Shares 8,500 Est. Cost $27.12 Unrealized +28.8%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $368 Shares 4,100 Est. Cost $37.35 Unrealized +74.5%
USB US BANCORP 0.2%
Value ($000) $345 Shares 6,435 Est. Cost $25.43 Unrealized +48.5%
IP INTL PAPER 0.2%
Value ($000) $341 Shares 6,000 Est. Cost $26.03 Unrealized +40.3%
NKE NIKE INC CLASS B 0.2%
Value ($000) $333 Shares 6,416 Est. Cost $44.76 Unrealized +12.5%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $298 Shares 311 Est. Cost $38.41 Unrealized +20.4%
PSX PHILLIPS 66 0.2%
Value ($000) $284 Shares 3,094 Est. Cost $43.41 Unrealized +41.1%
JACOBS ENGINEERING 0.2%
Value ($000) $262 Shares 4,500 Est. Cost $49.78 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $257 Shares 3,000 Est. Cost $39.58 Unrealized +82.2%
ROCKWELL COLLINS 0.2%
Value ($000) $250 Shares 1,915 Est. Cost $92.34 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $231 Shares 2,666 Est. Cost $63.57 Unrealized +14.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $228 Shares 4,553 Est. Cost $32.79 Unrealized +5.0%
CERNER 0.1%
Value ($000) $214 Shares 3,000 Est. Cost $71.33 Unrealized
SBUX STARBUCKS 0.1%
Value ($000) $210 Shares 3,916 Est. Cost $46.79 Unrealized -1.2%
DE DEERE & CO 0.1%
Value ($000) $204 Shares 1,625 Est. Cost $102.78 Unrealized +5.6%