Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 2, 2018

Total Value ($000): $174,077 (100.0% shares, 0.0% debt)

Holdings (89)

JNJ JOHNSON & JOHNSON 4.5%
Value ($000) $7,760 Shares 55,542 Est. Cost $67.45 Unrealized +64.5%
INTC INTEL CORP 3.9%
Value ($000) $6,742 Shares 146,054 Est. Cost $19.03 Unrealized +92.1%
ADP AUTOMATIC DATA PROCESSING 3.6%
Value ($000) $6,279 Shares 53,577 Est. Cost $55.26 Unrealized +74.0%
MA MASTERCARD 3.6%
Value ($000) $6,211 Shares 41,030 Est. Cost $142.19 Unrealized 0.0%
MMM 3M 3.6%
Value ($000) $6,193 Shares 26,310 Est. Cost $94.40 Unrealized +53.6%
PG PROCTER & GAMBLE 3.2%
Value ($000) $5,582 Shares 60,761 Est. Cost $58.54 Unrealized +24.1%
AAPL APPLE INC 3.2%
Value ($000) $5,560 Shares 32,859 Est. Cost $21.70 Unrealized +80.1%
ABT ABBOTT LABS 2.9%
Value ($000) $5,113 Shares 89,610 Est. Cost $31.60 Unrealized +52.3%
NSRGY NESTLE SA ADR 2.9%
Value ($000) $5,071 Shares 58,976 Est. Cost $74.86 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $4,961 Shares 57,994 Est. Cost $30.34 Unrealized +148.1%
GOOGL ALPHABET INC CL A 2.8%
Value ($000) $4,952 Shares 4,701 Est. Cost $34.89 Unrealized +46.9%
XOM EXXON MOBIL 2.7%
Value ($000) $4,763 Shares 56,942 Est. Cost $52.51 Unrealized +8.8%
CB CHUBB LIMITED 2.7%
Value ($000) $4,737 Shares 32,418 Est. Cost $102.36 Unrealized +26.6%
UNITED TECHNOLOGIES 2.6%
Value ($000) $4,612 Shares 36,156 Est. Cost $113.37 Unrealized
ROK ROCKWELL AUTOMATION 2.6%
Value ($000) $4,593 Shares 23,393 Est. Cost $90.11 Unrealized +82.0%
ATR APTARGROUP 2.5%
Value ($000) $4,345 Shares 50,358 Est. Cost $56.51 Unrealized +38.7%
CVS CVS HEALTH 2.1%
Value ($000) $3,711 Shares 51,176 Est. Cost $48.02 Unrealized +17.1%
FISV FISERV 2.1%
Value ($000) $3,670 Shares 27,990 Est. Cost $28.85 Unrealized +123.8%
CNI CANADIAN NATL RAILWAY 2.1%
Value ($000) $3,655 Shares 44,310 Est. Cost $47.75 Unrealized +45.0%
ADI ANALOG DEVICES 2.0%
Value ($000) $3,474 Shares 39,031 Est. Cost $60.72 Unrealized +25.3%
ABBV ABBVIE 1.9%
Value ($000) $3,316 Shares 34,300 Est. Cost $33.30 Unrealized +100.9%
NVS NOVARTIS AG ADR 1.9%
Value ($000) $3,300 Shares 39,325 Est. Cost $82.64 Unrealized
DHR DANAHER CORP 1.5%
Value ($000) $2,666 Shares 28,725 Est. Cost $58.28 Unrealized +34.2%
UNILEVER PLC NEW ADR 1.4%
Value ($000) $2,426 Shares 43,855 Est. Cost $45.33 Unrealized
AMGN AMGEN INC 1.3%
Value ($000) $2,305 Shares 13,257 Est. Cost $81.11 Unrealized +70.4%
HD HOME DEPOT 1.3%
Value ($000) $2,195 Shares 11,580 Est. Cost $80.93 Unrealized +75.0%
PEP PEPSICO 1.2%
Value ($000) $2,104 Shares 17,541 Est. Cost $60.35 Unrealized +47.5%
JPM JPMORGAN CHASE 1.2%
Value ($000) $2,067 Shares 19,327 Est. Cost $81.33 Unrealized 0.0%
CELGENE CORP 1.1%
Value ($000) $1,931 Shares 18,500 Est. Cost $124.10 Unrealized
ORCL ORACLE 1.1%
Value ($000) $1,901 Shares 40,212 Est. Cost $43.49 Unrealized 0.0%
NOVOZYMES A S DKK 2.0 1.0%
Value ($000) $1,719 Shares 30,156 Est. Cost $45.69 Unrealized
HON HONEYWELL INTL 1.0%
Value ($000) $1,664 Shares 10,849 Est. Cost $61.02 Unrealized +85.8%
XILINX 0.9%
Value ($000) $1,578 Shares 23,400 Est. Cost $49.44 Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $1,509 Shares 7,805 Est. Cost $2.47 Unrealized +98.5%
LOW LOWES COMPANIES 0.9%
Value ($000) $1,487 Shares 16,000 Est. Cost $39.49 Unrealized +80.4%
GENERAL ELECTRIC 0.8%
Value ($000) $1,479 Shares 84,755 Est. Cost $27.47 Unrealized
EMR EMERSON ELECTRIC 0.8%
Value ($000) $1,440 Shares 20,650 Est. Cost $47.81 Unrealized +11.4%
CVX CHEVRON 0.8%
Value ($000) $1,425 Shares 11,380 Est. Cost $72.20 Unrealized +15.7%
ILMN ILLUMINA 0.8%
Value ($000) $1,383 Shares 6,330 Est. Cost $129.38 Unrealized +59.0%
UNP UNION PACIFIC 0.8%
Value ($000) $1,375 Shares 10,250 Est. Cost $77.61 Unrealized +29.9%
QCOM QUALCOMM 0.8%
Value ($000) $1,334 Shares 20,845 Est. Cost $50.09 Unrealized -2.2%
BMY BRISTOL-MYERS SQUIBB 0.8%
Value ($000) $1,331 Shares 21,711 Est. Cost $37.87 Unrealized +22.7%
RHHBY ROCHE HLDG LTD ADR 0.8%
Value ($000) $1,309 Shares 41,462 Est. Cost $43.64 Unrealized
DOWDUPONT INC 0.7%
Value ($000) $1,291 Shares 18,142 Est. Cost $69.24 Unrealized
MRK MERCK 0.7%
Value ($000) $1,285 Shares 22,830 Est. Cost $37.22 Unrealized +15.5%
XYL XYLEM INC 0.7%
Value ($000) $1,223 Shares 17,945 Est. Cost $33.73 Unrealized +78.7%
CSCO CISCO SYS INC 0.7%
Value ($000) $1,204 Shares 31,430 Est. Cost $27.97 Unrealized 0.0%
SYK STRYKER CORP 0.7%
Value ($000) $1,198 Shares 7,745 Est. Cost $67.26 Unrealized +107.5%
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $1,169 Shares 15,495 Est. Cost $50.16 Unrealized +20.2%
DEO DIAGEO PLC SPSD ADR 0.7%
Value ($000) $1,163 Shares 7,965 Est. Cost $107.91 Unrealized
GILD GILEAD SCIENCES 0.6%
Value ($000) $1,089 Shares 15,197 Est. Cost $54.43 Unrealized +2.7%
FTV FORTIVE CORP 0.6%
Value ($000) $998 Shares 13,792 Est. Cost $36.54 Unrealized +21.2%
PBA PEMBINA PIPELINE CO 0.6%
Value ($000) $970 Shares 26,800 Est. Cost $19.20 Unrealized +16.0%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $944 Shares 17,840 Est. Cost $26.61 Unrealized +20.1%
ACN ACCENTURE PLC SHS 0.5%
Value ($000) $899 Shares 5,876 Est. Cost $103.43 Unrealized +24.3%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $865 Shares 21,600 Est. Cost $26.08 Unrealized +17.7%
ITW ILLINOIS TOOL WORKS 0.5%
Value ($000) $832 Shares 4,990 Est. Cost $63.41 Unrealized +106.4%
SLB SCHLUMBERGER 0.5%
Value ($000) $828 Shares 12,285 Est. Cost $66.40 Unrealized -22.9%
IPGP IPG PHOTONICS 0.4%
Value ($000) $723 Shares 3,375 Est. Cost $104.76 Unrealized +102.6%
INGERSOLL RAND PLC 0.4%
Value ($000) $687 Shares 7,700 Est. Cost $61.98 Unrealized
ECL ECOLAB INC 0.4%
Value ($000) $611 Shares 4,555 Est. Cost $99.49 Unrealized +22.5%
WALGREEN BOOTS ALLIANCE INC 0.3%
Value ($000) $603 Shares 8,315 Est. Cost $78.13 Unrealized
SJM SMUCKER J M 0.3%
Value ($000) $579 Shares 4,670 Est. Cost $100.18 Unrealized -14.4%
CHD CHURCH & DWIGHT 0.3%
Value ($000) $562 Shares 11,200 Est. Cost $36.36 Unrealized +16.4%
PFE PFIZER 0.3%
Value ($000) $543 Shares 15,000 Est. Cost $17.62 Unrealized +35.1%
ADBE ADOBE SYS 0.3%
Value ($000) $536 Shares 3,060 Est. Cost $67.51 Unrealized +154.8%
MCD MCDONALDS CORP 0.3%
Value ($000) $525 Shares 3,050 Est. Cost $70.35 Unrealized +97.1%
SYY SYSCO 0.3%
Value ($000) $504 Shares 8,311 Est. Cost $25.48 Unrealized +79.8%
AMZN AMAZON.COM 0.3%
Value ($000) $468 Shares 400 Est. Cost $25.28 Unrealized +117.6%
PAYX PAYCHEX 0.3%
Value ($000) $452 Shares 6,640 Est. Cost $30.94 Unrealized +66.9%
NEE NEXTERA ENERGY 0.3%
Value ($000) $445 Shares 2,850 Est. Cost $22.59 Unrealized +39.5%
MAGELLAN MIDSTREAM LP 0.2%
Value ($000) $424 Shares 5,975 Est. Cost $84.17 Unrealized
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $418 Shares 4,000 Est. Cost $37.35 Unrealized +107.9%
CIGNA 0.2%
Value ($000) $416 Shares 2,050 Est. Cost $101.61 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $398 Shares 6,366 Est. Cost $44.76 Unrealized +15.7%
ROCKWELL COLLINS 0.2%
Value ($000) $395 Shares 2,915 Est. Cost $107.15 Unrealized
KO COCA COLA 0.2%
Value ($000) $390 Shares 8,500 Est. Cost $27.12 Unrealized +31.4%
IP INTL PAPER 0.2%
Value ($000) $348 Shares 6,000 Est. Cost $26.03 Unrealized +44.4%
USB US BANCORP 0.2%
Value ($000) $345 Shares 6,435 Est. Cost $25.43 Unrealized +53.5%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $326 Shares 311 Est. Cost $38.41 Unrealized +31.5%
WFC WELLS FARGO 0.2%
Value ($000) $315 Shares 5,200 Est. Cost $31.22 Unrealized +44.4%
JACOBS ENGINEERING 0.2%
Value ($000) $297 Shares 4,500 Est. Cost $49.78 Unrealized
DE DEERE & CO 0.2%
Value ($000) $262 Shares 1,675 Est. Cost $103.40 Unrealized +19.7%
PSX PHILLIPS 66 0.1%
Value ($000) $252 Shares 2,494 Est. Cost $43.41 Unrealized +59.6%
EOG EOG RESOURCES 0.1%
Value ($000) $227 Shares 2,105 Est. Cost $75.40 Unrealized 0.0%
SBUX STARBUCKS 0.1%
Value ($000) $225 Shares 3,916 Est. Cost $46.79 Unrealized +1.3%
ALLE ALLEGION PLC 0.1%
Value ($000) $212 Shares 2,666 Est. Cost $63.57 Unrealized +19.4%
CERNER 0.1%
Value ($000) $202 Shares 3,000 Est. Cost $71.33 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $201 Shares 3,653 Est. Cost $32.79 Unrealized +20.9%