Eads & Heald Wealth Management Purchases in Q4 2024

Eads & Heald Wealth Management

  • $203 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
1.39K
+ 237.97%
$486.1 - $608.57 $673K - $843K
1.97K $1.13M
SNA
Snap On Inc

Industrials
828
+ 16.71%
$285.44 - $371.35 $236K - $307K
5.78K $1.96M
ADSK
Autodesk, Inc.

Technology
929
+ 27.81%
N/A
4.27K $1.26M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.03K
New
$123.8 - $167.8 $252K - $341K
2.03K $256K
EOG
Eog Resources Inc

Energy
1.86K
+ 29.61%
$118.22 - $136.54 $219K - $253K
8.12K $995K
ACN
Accenture PLC

Technology
640
+ 50.35%
$343.9 - $376.86 $220K - $241K
1.91K $672K
MS
Morgan Stanley

Financial Services
322
+ 4.76%
$104.42 - $134.99 $33.6K - $43.5K
7.09K $891K
CRM
Salesforce, Inc.

Technology
20
+ 0.7%
$270.87 - $367.87 $5.42K - $7.36K
2.86K $957K
TFC
Truist Financial Corp

Financial Services
3.93K
+ 28.01%
$41.51 - $48.1 $163K - $189K
17.9K $778K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.03%
$246.06 - $292.59 $492 - $585
5.85K $1.63M
SBUX
Starbucks Corp

Consumer Cyclical
2.56K
+ 16.35%
$87.44 - $102.5 $224K - $263K
18.2K $1.67M
BMY
Bristol Myers Squibb CO

Healthcare
505
+ 2.68%
$51.92 - $59.94 $26.2K - $30.3K
19.3K $1.09M
CBRE
Cbre Group, Inc.

Real Estate
371
+ 4.19%
$119.22 - $140.71 $44.2K - $52.2K
9.22K $1.21M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
14
+ 0.66%
$1146.59 - $1270.6 $16.1K - $17.8K
2.12K $2.52M
CVX
Chevron Corp

Energy
791
+ 6.57%
$141.15 - $162.53 $112K - $129K
12.8K $1.86M
INTU
Intuit Inc

Technology
20
+ 0.73%
$602.01 - $706.25 $12K - $14.1K
2.76K $1.74M
WAT
Waters Corp

Healthcare
46
+ 3.71%
$323.11 - $392.01 $14.9K - $18K
1.29K $477K
CLX
Clorox CO

Consumer Defensive
180
+ 2.26%
$156.51 - $169.74 $28.2K - $30.6K
8.13K $1.32M
CTSH
Cognizant Technology Solutions Corp

Technology
220
+ 1.24%
$74.37 - $82.32 $16.4K - $18.1K
18K $1.38M
T
At&T Inc.

Communication Services
155
+ 1.43%
$21.22 - $23.88 $3.29K - $3.7K
11K $250K
PHM
Pultegroup Inc

Consumer Cyclical
900
+ 33.94%
$108.86 - $149.04 $98K - $134K
3.55K $387K
FITB
Fifth Third Bancorp

Financial Services
235
+ 2.95%
$41.76 - $48.44 $9.81K - $11.4K
8.2K $347K
KMB
Kimberly Clark Corp

Consumer Defensive
402
+ 7.53%
$130.37 - $146.09 $52.4K - $58.7K
5.74K $752K
RTX
Raytheon Technologies Corp

Industrials
115
+ 1.41%
$114.45 - $127.21 $13.2K - $14.6K
8.25K $954K
FCX
Freeport Mcmoran Inc

Basic Materials
4.05K
+ 25.24%
$38.08 - $50.82 $154K - $206K
20.1K $765K
MTD
Mettler Toledo International Inc

Healthcare
50
+ 14.29%
$1160.67 - $1498.12 $58K - $74.9K
400 $489K
VLO
Valero Energy Corp

Energy
113
+ 2.38%
$118.59 - $144.02 $13.4K - $16.3K
4.86K $595K
CAT
Caterpillar Inc

Industrials
309
+ 5.04%
$360.37 - $416.88 $111K - $129K
6.44K $2.34M
TSCO
Tractor Supply CO

Consumer Cyclical
29.6K
+ 429.65%
$52.59 - $303.74 $1.55M - $8.98M
36.4K $1.93M
MDLZ
Mondelez International, Inc.

Consumer Defensive
295
+ 3.59%
$59.25 - $72.99 $17.5K - $21.5K
8.51K $508K
XOM
Exxon Mobil Corp

Energy
127
+ 0.76%
$105.51 - $125.37 $13.4K - $15.9K
16.7K $1.8M
ECL
Ecolab Inc.

Basic Materials
37
+ 0.49%
$234.32 - $261.43 $8.67K - $9.67K
7.6K $1.78M
LMT
Lockheed Martin Corp

Industrials
15
+ 0.72%
$479.66 - $614.62 $7.19K - $9.22K
2.09K $1.02M
Lam Research
19.2K
+ 864.28%
N/A
21.4K $1.55M
EXPD
Expeditors International Of Washington Inc

Industrials
320
+ 1.71%
$110.5 - $128.26 $35.4K - $41K
19K $2.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
37
+ 0.83%
$501.29 - $612.85 $18.5K - $22.7K
4.51K $2.35M
Activity Summary
Buys All Purchases 37 New Holdings 1 Increased Positions 36 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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