Eads & Heald Wealth Management Top Holdings and 13F Report (2025) About Eads & Heald Wealth ManagementInvestment ActivityEads & Heald Wealth Management has $203.26 thousand in total holdings as of December 31, 2024.Eads & Heald Wealth Management owns shares of 135 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 3.20% of the portfolio was purchased this quarter.About 4.07% of the portfolio was sold this quarter.This quarter, Eads & Heald Wealth Management has purchased 144 new stocks and bought additional shares in 36 stocks.Eads & Heald Wealth Management sold shares of 90 stocks and completely divested from 10 stocks this quarter.Largest Holdings NVIDIA $7,033Apple $3,835Walmart $3,819Costco Wholesale $3,692Amazon.com $3,592 Largest New Holdings this Quarter Toll Brothers $256 Holding Largest Purchases this Quarter Tractor Supply 29,560 shares (about $1.57K)Lam Research 19,187 shares (about $1.39K)The Goldman Sachs Group 1,385 shares (about $792.84)Snap-on 828 shares (about $281.15)Autodesk 929 shares (about $274.57) Largest Sales this Quarter Fiserv 1,986 shares (about $407.91)NIKE 3,683 shares (about $278.77)Booking 55 shares (about $273.07)Dollar Tree 3,580 shares (about $268.35)Oracle 1,460 shares (about $243.32) 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$7,033$123 ▼-1.7%52,3713.5%Computer and TechnologyAAPLApple$3,835$25 ▼-0.6%15,3151.9%Computer and TechnologyWMTWalmart$3,819$220 ▼-5.4%42,2731.9%Retail/WholesaleCOSTCostco Wholesale$3,692$121 ▼-3.2%4,0291.8%Retail/WholesaleAMZNAmazon.com$3,592$152 ▼-4.1%16,3741.8%Retail/WholesaleFIFiserv$3,406$408 ▼-10.7%16,5831.7%Business ServicesORCLOracle$3,345$243 ▼-6.8%20,0711.6%Computer and TechnologyJPMJPMorgan Chase & Co.$3,333$151 ▼-4.3%13,9051.6%FinanceAXPAmerican Express$3,232$199 ▼-5.8%10,8901.6%FinanceSYKStryker$3,080$43 ▼-1.4%8,5551.5%MedicalGWWW.W. Grainger$2,975$113 ▼-3.7%2,8221.5%Industrial ProductsVVisa$2,970$41 ▼-1.4%9,3991.5%Business ServicesNFLXNetflix$2,946$47 ▼-1.6%3,3051.4%Consumer DiscretionaryAFLAflac$2,879$87 ▼-2.9%27,8371.4%FinanceAVGOBroadcom$2,792$127 ▼-4.4%12,0441.4%Computer and TechnologyMSFTMicrosoft$2,787$11 ▼-0.4%6,6121.4%Computer and TechnologyAPHAmphenol$2,767$129 ▼-4.4%39,8351.4%Computer and TechnologyBKNGBooking$2,686$273 ▼-9.2%5411.3%Retail/WholesaleORLYO'Reilly Automotive$2,515$17 ▲0.7%2,1211.2%Retail/WholesaleCHDChurch & Dwight$2,510$17 ▼-0.7%23,9691.2%Consumer StaplesITWIllinois Tool Works$2,503$12 ▼-0.5%9,8711.2%Industrial ProductsEMREmerson Electric$2,463$51 ▼-2.0%19,8761.2%Industrial ProductsUNHUnitedHealth Group$2,457$23 ▼-0.9%4,8571.2%MedicalCORCencora$2,403$7 ▼-0.3%10,6961.2%MedicalPGProcter & Gamble$2,387$17 ▼-0.7%14,2371.2%Consumer StaplesADPAutomatic Data Processing$2,374$81 ▼-3.3%8,1091.2%Business ServicesADIAnalog Devices$2,369$14 ▼-0.6%11,1511.2%Computer and TechnologyTMOThermo Fisher Scientific$2,347$19 ▲0.8%4,5121.2%MedicalCATCaterpillar$2,337$112 ▲5.0%6,4421.1%Industrial ProductsGOOGLAlphabet$2,333$17 ▼-0.7%12,3251.1%Computer and TechnologyCSLCarlisle Companies$2,308$86 ▼-3.6%6,2581.1%Multi-Sector ConglomeratesSHWSherwin-Williams$2,213$43 ▼-1.9%6,5101.1%Basic MaterialsMCDMcDonald's$2,164$10 ▼-0.5%7,4661.1%Retail/WholesaleEXPDExpeditors International of Washington$2,109$35 ▲1.7%19,0391.0%TransportationAPDAir Products and Chemicals$2,101$73 ▼-3.3%7,2451.0%Basic MaterialsAMGNAmgen$2,080$59 ▼-2.8%7,9811.0%MedicalPEPPepsiCo$1,972$15 ▼-0.8%12,9681.0%Consumer StaplesDHID.R. Horton$1,968$13 ▼-0.6%14,0751.0%ConstructionSNASnap-on$1,964$281 ▲16.7%5,7841.0%Consumer DiscretionaryABBVAbbVie$1,962$11 ▼-0.6%11,0411.0%MedicalTSCOTractor Supply$1,934$1,569 ▲429.7%36,4401.0%Retail/WholesaleFASTFastenal$1,926$39 ▼-2.0%26,7880.9%Retail/WholesaleCLColgate-Palmolive$1,870$77 ▼-4.0%20,5680.9%Consumer StaplesCVXChevron$1,858$115 ▲6.6%12,8300.9%Oils/EnergyCSCOCisco Systems$1,849$16 ▼-0.9%31,2320.9%Computer and TechnologyDHRDanaher$1,803$15 ▼-0.8%7,8530.9%Multi-Sector ConglomeratesXOMExxon Mobil$1,802$14 ▲0.8%16,7470.9%Oils/EnergyECLEcolab$1,780$9 ▲0.5%7,5960.9%Basic MaterialsINTUIntuit$1,735$13 ▲0.7%2,7610.9%Computer and TechnologyCTASCintas$1,696$68 ▼-3.8%9,2830.8%Business ServicesSBUXStarbucks$1,665$234 ▲16.3%18,2460.8%Retail/WholesaleADBEAdobe$1,659$43 ▼-2.5%3,7310.8%Computer and TechnologyVMCVulcan Materials$1,649$8 ▼-0.5%6,4120.8%ConstructionFDSFactSet Research Systems$1,646$18 ▼-1.1%3,4270.8%Business ServicesMARMarriott International$1,633$1 ▲0.0%5,8540.8%Consumer DiscretionaryDOVDover$1,622$33 ▼-2.0%8,6450.8%Industrial ProductsNOCNorthrop Grumman$1,602$12 ▼-0.7%3,4130.8%AerospaceABTAbbott Laboratories$1,577$11 ▼-0.7%13,9440.8%MedicalLam Research$1,546$1,386 ▲864.3%21,4070.8%COMHDHome Depot$1,521$21 ▼-1.4%3,9100.7%Retail/WholesaleJNJJohnson & Johnson$1,497$2 ▼-0.2%10,3520.7%MedicalLOWLowe's Companies$1,491$25 ▼-1.6%6,0410.7%Retail/WholesaleAVYAvery Dennison$1,4530.0%7,7670.7%Industrial ProductsHONHoneywell International$1,425$20 ▼-1.4%6,3090.7%Multi-Sector ConglomeratesGOOGAlphabet$1,398$20 ▼-1.4%7,3390.7%Computer and TechnologyNEENextEra Energy$1,390$5 ▼-0.4%19,3920.7%UtilitiesMETAMeta Platforms$1,388$46 ▼-3.2%2,3700.7%Computer and TechnologyCTSHCognizant Technology Solutions$1,381$17 ▲1.2%17,9520.7%Computer and TechnologyCLXClorox$1,320$29 ▲2.3%8,1290.6%Consumer StaplesEWEdwards Lifesciences$1,290$208 ▼-13.9%17,4310.6%MedicalTXNTexas Instruments$1,268$11 ▼-0.9%6,7650.6%Computer and TechnologyADSKAutodesk$1,262$275 ▲27.8%4,2700.6%Computer and TechnologyROPRoper Technologies$1,252$10 ▼-0.8%2,4080.6%Computer and TechnologyCBRECBRE Group$1,211$49 ▲4.2%9,2240.6%FinanceDISWalt Disney$1,195$51 ▼-4.1%10,7310.6%Consumer DiscretionaryAMDAdvanced Micro Devices$1,189$15 ▼-1.3%9,8410.6%Computer and TechnologyBALLBall$1,188$62 ▼-5.0%21,5410.6%Industrial ProductsGSThe Goldman Sachs Group$1,126$793 ▲238.0%1,9670.6%FinanceBDXBecton, Dickinson and Company$1,115$135 ▼-10.8%4,9160.5%MedicalBMYBristol-Myers Squibb$1,093$29 ▲2.7%19,3230.5%MedicalLMTLockheed Martin$1,018$7 ▲0.7%2,0940.5%AerospaceSTZConstellation Brands$1,015$21 ▼-2.0%4,5940.5%Consumer StaplesEOGEOG Resources$995$227 ▲29.6%8,1190.5%Oils/EnergyANSSANSYS$985$131 ▲15.3%2,9200.5%Computer and TechnologyIDXXIDEXX Laboratories$985$98 ▼-9.0%2,3830.5%MedicalCRMSalesforce$957$7 ▲0.7%2,8610.5%Computer and TechnologyRTXRTX$954$13 ▲1.4%8,2450.5%AerospaceCHKPCheck Point Software Technologies$944$8 ▼-0.9%5,0540.5%Computer and TechnologyPCARPACCAR$928$11 ▼-1.2%8,9180.5%Auto/Tires/TrucksSJMJ. M. Smucker$923$5 ▼-0.6%8,3780.5%Consumer StaplesMSMorgan Stanley$891$40 ▲4.8%7,0850.4%FinanceGPCGenuine Parts$869$86 ▼-9.0%7,4430.4%Retail/WholesaleNKENIKE$865$279 ▼-24.4%11,4280.4%Consumer DiscretionaryLLYEli Lilly and Company$857$68 ▼-7.3%1,1100.4%MedicalTFCTruist Financial$778$170 ▲28.0%17,9390.4%FinanceCOPConocoPhillips$774$169 ▼-17.9%7,8070.4%Oils/EnergyDEDeere & Company$7700.0%1,8180.4%Industrial ProductsFCXFreeport-McMoRan$765$154 ▲25.2%20,0970.4%Basic MaterialsKMBKimberly-Clark$752$53 ▲7.5%5,7390.4%Consumer StaplesCIThe Cigna Group$683$15 ▼-2.2%2,4720.3%MedicalShowing 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. 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