Eads & Heald Wealth Management Purchases in Q3 2024

Eads & Heald Wealth Management

  • $211 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Lam Research
2.22K
New
N/A
2.22K $1.81M
ACN
Accenture PLC

Technology
1.27K
New
$295.44 - $355.81 $376K - $452K
1.27K $449K
CAT
Caterpillar Inc

Industrials
42
+ 0.69%
$316.8 - $391.12 $13.3K - $16.4K
6.13K $2.4M
SBUX
Starbucks Corp

Consumer Cyclical
606
+ 4.02%
$72.51 - $98.6 $43.9K - $59.8K
15.7K $1.53M
CLX
Clorox CO

Consumer Defensive
622
+ 8.49%
$131.73 - $166.97 $81.9K - $104K
7.95K $1.3M
TFC
Truist Financial Corp

Financial Services
6.04K
+ 75.79%
$38.22 - $44.94 $231K - $272K
14K $599K
BMY
Bristol Myers Squibb CO

Healthcare
1.67K
+ 9.74%
$39.66 - $51.75 $66.2K - $86.4K
18.8K $974K
T
At&T Inc.

Communication Services
10.8K
New
$18.21 - $22.28 $197K - $241K
10.8K $238K
AVT
Avnet Inc

Technology
3.7K
+ 49.88%
$49.63 - $55.43 $184K - $205K
11.1K $604K
DUK
Duke Energy Corp

Utilities
1.92K
New
$99.35 - $117.71 $191K - $226K
1.92K $222K
SJM
J M Smucker CO

Consumer Defensive
545
+ 6.92%
$109.12 - $122.4 $59.5K - $66.7K
8.43K $1.02M
NFLX
Netflix Inc

Communication Services
55
+ 1.67%
$598.55 - $722.26 $32.9K - $39.7K
3.36K $2.38M
SNA
Snap On Inc

Industrials
6
+ 0.12%
$255.35 - $289.77 $1.53K - $1.74K
4.96K $1.44M
F
Ford Motor CO

Consumer Cyclical
11.6K
New
$9.71 - $14.55 $113K - $169K
11.6K $123K
CRM
Salesforce, Inc.

Technology
207
+ 7.86%
$238.42 - $276.53 $49.4K - $57.2K
2.84K $778K
MS
Morgan Stanley

Financial Services
460
+ 7.3%
$92.07 - $106.96 $42.4K - $49.2K
6.76K $705K
CTAS
Cintas Corp

Industrials
6.94K
+ 256.24%
$201.38 - $819.83 $1.4M - $5.69M
9.65K $1.99M
DE
Deere & CO

Industrials
27
+ 1.51%
$344.84 - $418.0 $9.31K - $11.3K
1.82K $759K
GS
Goldman Sachs Group Inc

Financial Services
30
+ 5.43%
$459.02 - $510.25 $13.8K - $15.3K
582 $288K
KMB
Kimberly Clark Corp

Consumer Defensive
98
+ 1.87%
$135.05 - $148.35 $13.2K - $14.5K
5.34K $759K
LNC
Lincoln National Corp

Financial Services
545
+ 7.85%
$28.71 - $34.05 $15.6K - $18.6K
7.49K $236K
VTRS
Viatris Inc

Healthcare
85
+ 0.58%
$10.32 - $12.13 $877 - $1.03K
14.8K $171K
AA
Alcoa Corp

Basic Materials
517
+ 6.56%
$28.17 - $42.44 $14.6K - $21.9K
8.4K $324K
PFE
Pfizer Inc

Healthcare
45
+ 0.51%
$27.7 - $31.39 $1.25K - $1.41K
8.86K $256K
UPS
United Parcel Service Inc

Industrials
53
+ 1.55%
$123.32 - $147.38 $6.54K - $7.81K
3.46K $472K
ANSS
Ansys Inc

Technology
40
+ 1.6%
$296.54 - $331.25 $11.9K - $13.3K
2.53K $807K
OGN
Organon & Co.

Healthcare
340
+ 3.26%
$18.65 - $23.03 $6.34K - $7.83K
10.8K $206K
VLO
Valero Energy Corp

Energy
340
+ 7.72%
$132.81 - $163.48 $45.2K - $55.6K
4.74K $640K
COP
Conocophillips

Energy
259
+ 2.8%
$102.3 - $116.61 $26.5K - $30.2K
9.51K $1M
AVGO
Broadcom Inc.

Technology
11.2K
+ 802.01%
$136.27 - $1745.86 $1.53M - $19.5M
12.6K $2.17M
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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