Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 29, 2019

Total Value ($000): $207,075 (100.0% shares, 0.0% debt)

Holdings (98)

MA MASTERCARD 4.4%
Value ($000) $9,026 Shares 38,339 Est. Cost $144.85 Unrealized +43.0%
ADP AUTOMATIC DATA PROCESSING 4.2%
Value ($000) $8,746 Shares 54,756 Est. Cost $58.92 Unrealized +112.9%
JNJ JOHNSON & JOHNSON 3.8%
Value ($000) $7,770 Shares 55,593 Est. Cost $70.47 Unrealized +56.6%
ABT ABBOTT LABS 3.7%
Value ($000) $7,613 Shares 95,230 Est. Cost $33.26 Unrealized +98.7%
INTC INTEL CORP 3.5%
Value ($000) $7,297 Shares 135,884 Est. Cost $19.03 Unrealized +130.4%
AAPL APPLE INC 3.2%
Value ($000) $6,524 Shares 34,346 Est. Cost $23.32 Unrealized +73.4%
PG PROCTER & GAMBLE 3.1%
Value ($000) $6,347 Shares 60,995 Est. Cost $59.30 Unrealized +38.4%
GOOGL ALPHABET INC CL A 3.0%
Value ($000) $6,129 Shares 5,209 Est. Cost $36.87 Unrealized +52.0%
MSFT MICROSOFT CORP 2.9%
Value ($000) $6,085 Shares 51,602 Est. Cost $33.80 Unrealized +202.6%
ATR APTARGROUP 2.6%
Value ($000) $5,379 Shares 50,562 Est. Cost $57.00 Unrealized +60.4%
MMM 3M 2.6%
Value ($000) $5,349 Shares 25,747 Est. Cost $95.37 Unrealized +37.4%
NSRGY NESTLE SA ADR 2.6%
Value ($000) $5,331 Shares 55,917 Est. Cost $74.90 Unrealized
UNITED TECHNOLOGIES 2.5%
Value ($000) $5,230 Shares 40,570 Est. Cost $115.09 Unrealized
XOM EXXON MOBIL 2.3%
Value ($000) $4,847 Shares 59,986 Est. Cost $52.75 Unrealized +5.1%
FISV FISERV 2.3%
Value ($000) $4,724 Shares 53,519 Est. Cost $49.20 Unrealized +67.7%
DHR DANAHER CORP 2.3%
Value ($000) $4,709 Shares 35,665 Est. Cost $63.73 Unrealized +56.0%
ADI ANALOG DEVICES 2.1%
Value ($000) $4,451 Shares 42,281 Est. Cost $62.21 Unrealized +42.2%
CB CHUBB LIMITED 2.1%
Value ($000) $4,388 Shares 31,335 Est. Cost $103.27 Unrealized +14.8%
CNI CANADIAN NATL RAILWAY 2.1%
Value ($000) $4,284 Shares 47,885 Est. Cost $49.29 Unrealized +49.5%
NVS NOVARTIS AG ADR 2.0%
Value ($000) $4,178 Shares 43,470 Est. Cost $82.55 Unrealized
ROK ROCKWELL AUTOMATION 1.8%
Value ($000) $3,824 Shares 21,795 Est. Cost $90.83 Unrealized +65.1%
ABBV ABBVIE 1.4%
Value ($000) $2,989 Shares 37,100 Est. Cost $36.90 Unrealized +65.4%
XILINX 1.4%
Value ($000) $2,987 Shares 23,562 Est. Cost $50.54 Unrealized
UNILEVER PLC NEW ADR 1.4%
Value ($000) $2,833 Shares 49,100 Est. Cost $46.40 Unrealized
PEP PEPSICO 1.3%
Value ($000) $2,758 Shares 22,504 Est. Cost $67.45 Unrealized +37.1%
CVS CVS HEALTH 1.3%
Value ($000) $2,753 Shares 51,040 Est. Cost $48.02 Unrealized +3.0%
HD HOME DEPOT 1.2%
Value ($000) $2,524 Shares 13,153 Est. Cost $91.65 Unrealized +68.8%
LOW LOWES COMPANIES 1.1%
Value ($000) $2,299 Shares 21,000 Est. Cost $52.17 Unrealized +68.8%
AMGN AMGEN INC 1.1%
Value ($000) $2,272 Shares 11,957 Est. Cost $81.11 Unrealized +90.7%
SYK STRYKER CORP 1.1%
Value ($000) $2,181 Shares 11,040 Est. Cost $97.31 Unrealized +71.7%
CELGENE CORP 1.0%
Value ($000) $2,037 Shares 21,607 Est. Cost $117.48 Unrealized
JPM JPMORGAN CHASE 0.9%
Value ($000) $1,950 Shares 19,262 Est. Cost $81.58 Unrealized +4.6%
ILMN ILLUMINA 0.9%
Value ($000) $1,915 Shares 6,168 Est. Cost $129.38 Unrealized +125.4%
HON HONEYWELL INTL 0.9%
Value ($000) $1,911 Shares 12,024 Est. Cost $74.61 Unrealized +62.4%
XYL XYLEM INC 0.9%
Value ($000) $1,831 Shares 23,170 Est. Cost $41.95 Unrealized +60.2%
UNP UNION PACIFIC 0.9%
Value ($000) $1,805 Shares 10,800 Est. Cost $82.76 Unrealized +66.9%
ORCL ORACLE 0.9%
Value ($000) $1,803 Shares 33,575 Est. Cost $43.47 Unrealized +6.0%
CSCO CISCO SYS INC 0.8%
Value ($000) $1,723 Shares 31,910 Est. Cost $28.27 Unrealized +39.7%
MRK MERCK 0.8%
Value ($000) $1,678 Shares 20,175 Est. Cost $37.22 Unrealized +62.0%
ECL ECOLAB INC 0.8%
Value ($000) $1,660 Shares 9,400 Est. Cost $123.10 Unrealized +22.6%
RHHBY ROCHE HLDG LTD ADR 0.8%
Value ($000) $1,591 Shares 46,222 Est. Cost $42.17 Unrealized
ACN ACCENTURE PLC SHS 0.8%
Value ($000) $1,576 Shares 8,954 Est. Cost $117.21 Unrealized +21.3%
DIS DISNEY 0.8%
Value ($000) $1,574 Shares 14,170 Est. Cost $108.74 Unrealized -0.8%
CVX CHEVRON 0.8%
Value ($000) $1,572 Shares 12,777 Est. Cost $74.35 Unrealized +17.6%
AMZN AMAZON.COM 0.7%
Value ($000) $1,541 Shares 865 Est. Cost $60.42 Unrealized +37.7%
FTV FORTIVE CORP 0.7%
Value ($000) $1,450 Shares 17,287 Est. Cost $38.60 Unrealized +22.7%
NOVOZYMES A S DKK 2.0 0.7%
Value ($000) $1,426 Shares 31,096 Est. Cost $45.92 Unrealized
CHD CHURCH & DWIGHT 0.7%
Value ($000) $1,368 Shares 19,200 Est. Cost $45.43 Unrealized +33.4%
EMR EMERSON ELECTRIC 0.6%
Value ($000) $1,338 Shares 19,535 Est. Cost $47.81 Unrealized +17.2%
PYPL PAYPAL HOLDINGS 0.6%
Value ($000) $1,264 Shares 12,187 Est. Cost $87.71 Unrealized +7.7%
DEO DIAGEO PLC SPSD ADR 0.6%
Value ($000) $1,254 Shares 7,665 Est. Cost $107.91 Unrealized
NVDA NVIDIA CORP 0.5%
Value ($000) $1,121 Shares 6,240 Est. Cost $2.47 Unrealized +55.7%
ITW ILLINOIS TOOL WORKS 0.5%
Value ($000) $1,010 Shares 7,040 Est. Cost $77.12 Unrealized +51.7%
BMY BRISTOL-MYERS SQUIBB 0.5%
Value ($000) $997 Shares 20,886 Est. Cost $37.87 Unrealized +1.1%
SBUX STARBUCKS 0.5%
Value ($000) $990 Shares 13,316 Est. Cost $51.12 Unrealized +15.9%
MAGELLAN MIDSTREAM LP 0.5%
Value ($000) $981 Shares 16,175 Est. Cost $67.08 Unrealized
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $980 Shares 14,300 Est. Cost $50.16 Unrealized +9.6%
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $967 Shares 26,300 Est. Cost $19.20 Unrealized +25.7%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $958 Shares 16,200 Est. Cost $26.61 Unrealized +46.3%
NEE NEXTERA ENERGY 0.5%
Value ($000) $957 Shares 4,950 Est. Cost $30.12 Unrealized +28.1%
GOOG ALPHABET INC CL C 0.4%
Value ($000) $834 Shares 711 Est. Cost $47.64 Unrealized +16.9%
INGERSOLL RAND PLC 0.4%
Value ($000) $820 Shares 7,600 Est. Cost $61.98 Unrealized
ADBE ADOBE SYS 0.4%
Value ($000) $794 Shares 2,980 Est. Cost $67.51 Unrealized +273.4%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $792 Shares 19,800 Est. Cost $26.08 Unrealized +20.9%
COST COSTCO WHOLESALE 0.4%
Value ($000) $779 Shares 3,217 Est. Cost $201.98 Unrealized -1.8%
TFX TELEFLEX 0.4%
Value ($000) $725 Shares 2,400 Est. Cost $242.87 Unrealized +10.3%
GILD GILEAD SCIENCES 0.3%
Value ($000) $716 Shares 11,012 Est. Cost $54.43 Unrealized -6.6%
BXP BOSTON PPTYS INC REIT 0.3%
Value ($000) $669 Shares 5,000 Est. Cost $86.59 Unrealized +7.0%
DOWDUPONT INC 0.3%
Value ($000) $646 Shares 18,016 Est. Cost $69.24 Unrealized
QCOM QUALCOMM 0.3%
Value ($000) $629 Shares 11,030 Est. Cost $50.09 Unrealized -8.7%
PFE PFIZER 0.3%
Value ($000) $569 Shares 13,400 Est. Cost $17.62 Unrealized +65.9%
SYY SYSCO 0.3%
Value ($000) $546 Shares 8,181 Est. Cost $25.48 Unrealized +112.5%
MCD MCDONALDS CORP 0.3%
Value ($000) $541 Shares 2,850 Est. Cost $70.35 Unrealized +119.8%
WALGREEN BOOTS ALLIANCE INC 0.3%
Value ($000) $526 Shares 8,315 Est. Cost $78.13 Unrealized
IPGP IPG PHOTONICS 0.3%
Value ($000) $523 Shares 3,446 Est. Cost $107.34 Unrealized +31.9%
BROADCOM 0.3%
Value ($000) $519 Shares 1,725 Est. Cost $254.49 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $509 Shares 6,041 Est. Cost $44.76 Unrealized +68.4%
EPD ENTERPRISE PRODUCTS PTNR 0.2%
Value ($000) $495 Shares 17,000 Est. Cost $24.59 Unrealized
YUM YUM BRANDS 0.2%
Value ($000) $476 Shares 4,775 Est. Cost $78.40 Unrealized +6.5%
GD GENERAL DYNAMICS 0.2%
Value ($000) $448 Shares 2,650 Est. Cost $152.08 Unrealized -5.5%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $405 Shares 3,900 Est. Cost $79.68 Unrealized +9.2%
RAYTHEON 0.2%
Value ($000) $401 Shares 2,200 Est. Cost $153.18 Unrealized
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $398 Shares 3,750 Est. Cost $37.35 Unrealized +128.6%
KO COCA COLA 0.2%
Value ($000) $398 Shares 8,500 Est. Cost $27.12 Unrealized +39.3%
WFC WELLS FARGO 0.2%
Value ($000) $372 Shares 7,700 Est. Cost $42.03 Unrealized -3.0%
EOG EOG RESOURCES 0.2%
Value ($000) $371 Shares 3,902 Est. Cost $77.02 Unrealized -6.6%
JACOBS ENGINEERING 0.2%
Value ($000) $338 Shares 4,500 Est. Cost $49.78 Unrealized
EISMX EATON VANCE ATLANTA CAPITAL SM 0.2%
Value ($000) $338 Shares 9,783 Est. Cost $29.85 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $297 Shares 1,850 Est. Cost $190.77 Unrealized -12.5%
YUMC YUM CHINA HOLDINGS, INC 0.1%
Value ($000) $292 Shares 6,500 Est. Cost $34.31 Unrealized +14.8%
IP INTL PAPER 0.1%
Value ($000) $278 Shares 6,000 Est. Cost $26.03 Unrealized +22.1%
DE DEERE & CO 0.1%
Value ($000) $244 Shares 1,525 Est. Cost $103.40 Unrealized +39.8%
PAYX PAYCHEX 0.1%
Value ($000) $243 Shares 3,030 Est. Cost $30.94 Unrealized +95.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $242 Shares 3,614 Est. Cost $32.79 Unrealized +61.6%
ALLE ALLEGION PLC 0.1%
Value ($000) $242 Shares 2,666 Est. Cost $63.57 Unrealized +25.4%
SALESFORCE.COM 0.1%
Value ($000) $238 Shares 1,500 Est. Cost $136.67 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $236 Shares 2,482 Est. Cost $49.20 Unrealized +46.2%
GENERAL ELECTRIC 0.1%
Value ($000) $131 Shares 13,110 Est. Cost $27.47 Unrealized