Eads & Heald Wealth Management Top Holdings and 13F Report (2025) About Eads & Heald Wealth ManagementInvestment ActivityEads & Heald Wealth Management has $196.87 thousand in total holdings as of March 31, 2025.Eads & Heald Wealth Management owns shares of 138 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 1.42% of the portfolio was purchased this quarter.About 3.64% of the portfolio was sold this quarter.This quarter, Eads & Heald Wealth Management has purchased 135 new stocks and bought additional shares in 23 stocks.Eads & Heald Wealth Management sold shares of 104 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $5,326Costco Wholesale $3,676Walmart $3,490Apple $3,316Fiserv $3,282 Largest New Holdings this Quarter 055622104 - BP $289 Holding767204100 - Rio Tinto Group $250 Holding717081103 - Pfizer $236 Holding159864107 - Charles River Laboratories International $233 Holding579780206 - McCormick & Company, Incorporated $206 Holding Largest Purchases this Quarter Mettler-Toledo International 308 shares (about $363.68)BP 8,547 shares (about $289.00)Rio Tinto Group 4,163 shares (about $250.00)Pfizer 9,325 shares (about $236.00)Charles River Laboratories International 1,548 shares (about $233.00) Largest Sales this Quarter Fiserv 1,722 shares (about $380.30)NVIDIA 3,226 shares (about $349.61)ConocoPhillips 2,490 shares (about $261.32)Netflix 242 shares (about $225.65)Walmart 2,523 shares (about $221.52) Sector Allocation Over TimeMap of 500 Largest Holdings ofEads & Heald Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$5,326$350 ▼-6.2%49,1452.7%Computer and TechnologyCOSTCostco Wholesale$3,676$134 ▼-3.5%3,8871.9%Retail/WholesaleWMTWalmart$3,490$222 ▼-6.0%39,7501.8%Retail/WholesaleAAPLApple$3,316$86 ▼-2.5%14,9301.7%Computer and TechnologyFIFiserv$3,282$380 ▼-10.4%14,8611.7%Business ServicesJPMJPMorgan Chase & Co.$3,267$144 ▼-4.2%13,3171.7%FinanceVVisa$3,110$184 ▼-5.6%8,8751.6%Business ServicesSYKStryker$3,077$108 ▼-3.4%8,2651.6%MedicalAMZNAmazon.com$3,031$84 ▼-2.7%15,9331.5%Retail/WholesaleAFLAflac$2,954$141 ▼-4.6%26,5681.5%FinanceORLYO'Reilly Automotive$2,940$99 ▼-3.3%2,0521.5%Retail/WholesaleNFLXNetflix$2,856$226 ▼-7.3%3,0631.5%Consumer DiscretionaryCORCencora$2,839$136 ▼-4.6%10,2081.4%MedicalGWWW.W. Grainger$2,775$13 ▼-0.5%2,8091.4%IndustrialsAXPAmerican Express$2,768$161 ▼-5.5%10,2901.4%FinanceORCLOracle$2,693$113 ▼-4.0%19,2611.4%Computer and TechnologyAPHAmphenol$2,628$16 ▲0.6%40,0731.3%Computer and TechnologyCHDChurch & Dwight$2,606$32 ▼-1.2%23,6741.3%Consumer StaplesUNHUnitedHealth Group$2,498$46 ▼-1.8%4,7701.3%MedicalAMGNAmgen$2,432$54 ▼-2.2%7,8081.2%MedicalMSFTMicrosoft$2,426$56 ▼-2.3%6,4631.2%Computer and TechnologyITWIllinois Tool Works$2,418$31 ▼-1.2%9,7481.2%IndustrialsADPAutomatic Data Processing$2,410$68 ▼-2.7%7,8871.2%Business ServicesPGProcter & Gamble$2,396$30 ▼-1.2%14,0611.2%Consumer StaplesBKNGBooking$2,325$166 ▼-6.7%5051.2%Retail/WholesaleMCDMcDonald's$2,293$39 ▼-1.7%7,3411.2%Retail/WholesaleEXPDExpeditors International of Washington$2,246$44 ▼-1.9%18,6741.1%TransportationSHWSherwin-Williams$2,222$51 ▼-2.3%6,3631.1%Basic MaterialsTMOThermo Fisher Scientific$2,221$24 ▼-1.1%4,4631.1%MedicalEMREmerson Electric$2,205$26 ▲1.2%20,1111.1%IndustrialsADIAnalog Devices$2,205$44 ▼-2.0%10,9331.1%Computer and TechnologyABBVAbbVie$2,173$140 ▼-6.1%10,3711.1%MedicalAPDAir Products and Chemicals$2,157$20 ▲1.0%7,3141.1%Basic MaterialsCSLCarlisle Companies$2,101$30 ▼-1.4%6,1711.1%Multi-Sector ConglomeratesCVXChevron$2,100$47 ▼-2.2%12,5511.1%EnergyCATCaterpillar$2,047$77 ▼-3.6%6,2081.0%IndustrialsFASTFastenal$2,033$45 ▼-2.2%26,2111.0%Retail/WholesaleTSCOTractor Supply$2,009$1 ▲0.1%36,4641.0%Retail/WholesaleXOMExxon Mobil$1,986$6 ▼-0.3%16,6951.0%EnergyPEPPepsiCo$1,932$12 ▼-0.6%12,8861.0%Consumer StaplesAVGOBroadcom$1,927$89 ▼-4.4%11,5121.0%Computer and TechnologyCLColgate-Palmolive$1,926$1 ▼0.0%20,5601.0%Consumer StaplesCSCOCisco Systems$1,917$10 ▼-0.5%31,0621.0%Computer and TechnologyECLEcolab$1,900$26 ▼-1.3%7,4951.0%Basic MaterialsCTASCintas$1,890$18 ▼-0.9%9,1951.0%Business ServicesSNASnap-on$1,861$88 ▼-4.5%5,5220.9%Consumer DiscretionaryGOOGLAlphabet$1,855$51 ▼-2.7%11,9930.9%Computer and TechnologyABTAbbott Laboratories$1,804$46 ▼-2.5%13,5960.9%MedicalSBUXStarbucks$1,800$10 ▲0.5%18,3460.9%Retail/WholesaleINTUIntuit$1,764$69 ▲4.1%2,8730.9%Computer and TechnologyDHID.R. Horton$1,730$59 ▼-3.3%13,6090.9%ConstructionNOCNorthrop Grumman$1,723$24 ▼-1.4%3,3660.9%AerospaceLam Research$1,695$139 ▲8.9%23,3140.9%COMJNJJohnson & Johnson$1,660$57 ▼-3.3%10,0070.8%MedicalDHRDanaher$1,547$62 ▼-3.9%7,5490.8%MedicalFDSFactSet Research Systems$1,529$29 ▼-1.9%3,3630.8%Business ServicesDOVDover$1,488$31 ▼-2.0%8,4700.8%IndustrialsLOWLowe's Companies$1,456$47 ▲3.3%6,2420.7%Retail/WholesaleVMCVulcan Materials$1,437$59 ▼-3.9%6,1600.7%ConstructionROPRoper Technologies$1,416$3 ▼-0.2%2,4030.7%Computer and TechnologyADBEAdobe$1,410$21 ▼-1.5%3,6760.7%Computer and TechnologyNEENextEra Energy$1,378$3 ▲0.2%19,4400.7%UtilitiesAVYAvery Dennison$1,374$9 ▼-0.6%7,7190.7%IndustrialsCTSHCognizant Technology Solutions$1,369$4 ▼-0.3%17,8990.7%Computer and TechnologyMARMarriott International$1,337$57 ▼-4.1%5,6130.7%Consumer DiscretionaryHDHome Depot$1,329$104 ▼-7.2%3,6270.7%Retail/WholesaleHONHoneywell International$1,312$24 ▼-1.8%6,1970.7%Multi-Sector ConglomeratesMETAMeta Platforms$1,270$96 ▼-7.0%2,2030.6%Computer and TechnologyEWEdwards Lifesciences$1,242$22 ▼-1.7%17,1300.6%MedicalCLXClorox$1,188$9 ▼-0.7%8,0690.6%Consumer StaplesTXNTexas Instruments$1,188$28 ▼-2.3%6,6100.6%Computer and TechnologyBMYBristol-Myers Squibb$1,170$9 ▼-0.8%19,1770.6%MedicalCBRECBRE Group$1,167$39 ▼-3.3%8,9240.6%FinanceGOOGAlphabet$1,126$21 ▼-1.8%7,2060.6%Computer and TechnologyCHKPCheck Point Software Technologies$1,104$48 ▼-4.2%4,8440.6%Computer and TechnologyBALLBall$1,083$39 ▼-3.4%20,8010.6%IndustrialsBDXBecton, Dickinson and Company$1,077$49 ▼-4.3%4,7040.5%MedicalRTXRTX$1,068$24 ▼-2.2%8,0640.5%AerospaceADSKAutodesk$1,057$61 ▼-5.5%4,0360.5%Computer and TechnologyEOGEOG Resources$1,047$6 ▲0.6%8,1680.5%EnergyIDXXIDEXX Laboratories$1,003$2 ▲0.2%2,3880.5%MedicalDISWalt Disney$1,002$57 ▼-5.4%10,1500.5%Consumer DiscretionaryAMDAdvanced Micro Devices$989$22 ▼-2.2%9,6260.5%Computer and TechnologySJMJ. M. Smucker$982$10 ▼-1.0%8,2930.5%Consumer StaplesGSThe Goldman Sachs Group$960$115 ▼-10.7%1,7570.5%FinanceLLYEli Lilly and Company$885$31 ▼-3.4%1,0720.4%MedicalLMTLockheed Martin$884$51 ▼-5.5%1,9790.4%AerospaceGLGlobe Life$864$87 ▲11.3%6,5620.4%FinancePCARPACCAR$863$5 ▼-0.6%8,8630.4%Auto/Tires/TrucksKMBKimberly-Clark$859$43 ▲5.3%6,0430.4%Consumer StaplesANSSANSYS$852$73 ▼-7.8%2,6910.4%Computer and TechnologyMTDMettler-Toledo International$836$364 ▲77.0%7080.4%MedicalCRMSalesforce$835$67 ▲8.7%3,1100.4%Computer and TechnologyMSMorgan Stanley$823$3 ▼-0.4%7,0570.4%FinanceGPCGenuine Parts$823$64 ▼-7.2%6,9060.4%Retail/WholesaleDEDeere & Company$821$32 ▼-3.8%1,7490.4%IndustrialsCIThe Cigna Group$787$27 ▼-3.3%2,3910.4%MedicalFCXFreeport-McMoRan$759$2 ▼-0.2%20,0570.4%Basic MaterialsCVSCVS Health$753$9 ▼-1.2%11,1120.4%MedicalACNAccenture$715$119 ▲19.9%2,2910.4%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
