Eads & Heald Wealth Management Reduced Holdings in Q4 2024

Eads & Heald Wealth Management

  • $203 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHI
Horton D R Inc

Consumer Cyclical
-91
- 0.64%
$137.24 - $194.56 $12.5K - $17.7K
14.1K $1.97M
CSL
Carlisle Companies Inc

Industrials
-232
- 3.57%
$368.67 - $480.91 $85.5K - $112K
6.26K $2.31M
AMGN
Amgen Inc

Healthcare
-227
- 2.77%
$258.78 - $328.31 $58.7K - $74.5K
7.98K $2.08M
NKE
Nike, Inc.

Consumer Cyclical
-3.68K
- 24.37%
$73.36 - $89.13 $270K - $328K
11.4K $865K
AMD
Advanced Micro Devices Inc

Technology
-125
- 1.25%
$118.88 - $172.8 $14.9K - $21.6K
9.84K $1.19M
CVS
Cvs Health Corp

Healthcare
-3.38K
- 23.12%
$43.78 - $67.46 $148K - $228K
11.3K $505K
UNH
Unitedhealth Group Inc

Healthcare
-45
- 0.92%
$485.52 - $625.25 $21.8K - $28.1K
4.86K $2.46M
DHR
Danaher Corp

Healthcare
-65
- 0.82%
$226.16 - $274.52 $14.7K - $17.8K
7.85K $1.8M
CL
Colgate Palmolive CO

Consumer Defensive
-849
- 3.96%
$90.22 - $102.31 $76.6K - $86.9K
20.6K $1.87M
BALL
Ball Corp

Consumer Cyclical
-1.13K
- 4.97%
$54.84 - $67.94 $61.7K - $76.5K
21.5K $1.19M
AFL
Aflac Inc

Financial Services
-839
- 2.93%
$100.37 - $115.27 $84.2K - $96.7K
27.8K $2.88M
ORCL
Oracle Corp

Technology
-1.46K
- 6.78%
$165.41 - $192.43 $241K - $281K
20.1K $3.35M
ADBE
Adobe Inc.

Technology
-96
- 2.51%
$437.39 - $552.96 $42K - $53.1K
3.73K $1.66M
SHW
Sherwin Williams CO

Basic Materials
-127
- 1.91%
$338.75 - $399.71 $43K - $50.8K
6.51K $2.21M
CTAS
Cintas Corp

Industrials
-371
- 3.84%
$182.7 - $226.47 $67.8K - $84K
9.28K $1.7M
GPC
Genuine Parts CO

Consumer Cyclical
-736
- 9.0%
$113.11 - $143.63 $83.2K - $106K
7.44K $869K
NEE
Nextera Energy Inc

Utilities
-75
- 0.39%
$69.77 - $85.43 $5.23K - $6.41K
19.4K $1.39M
PEP
Pepsico Inc

Consumer Defensive
-100
- 0.77%
$151.29 - $176.1 $15.1K - $17.6K
13K $1.97M
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.95K
- 27.44%
$49.38 - $59.52 $146K - $175K
7.79K $394K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-3.58K
- 46.56%
$61.21 - $76.19 $219K - $273K
4.11K $308K
ABBV
Abb Vie Inc.

Healthcare
-62
- 0.56%
$164.99 - $203.87 $10.2K - $12.6K
11K $1.96M
COP
Conocophillips

Energy
-1.71K
- 17.92%
$95.12 - $114.72 $162K - $196K
7.81K $774K
UPS
United Parcel Service Inc

Industrials
-1.43K
- 41.22%
$122.65 - $138.35 $175K - $197K
2.04K $257K
BDX
Becton Dickinson & CO

Healthcare
-595
- 10.8%
$220.02 - $243.75 $131K - $145K
4.92K $1.12M
NOC
Northrop Grumman Corp

Industrials
-25
- 0.73%
$466.52 - $543.88 $11.7K - $13.6K
3.41K $1.6M
ADI
Analog Devices Inc

Technology
-66
- 0.59%
$206.35 - $236.48 $13.6K - $15.6K
11.2K $2.37M
GIS
General Mills Inc

Consumer Defensive
-1.44K
- 12.1%
$62.78 - $74.62 $90.2K - $107K
10.4K $665K
LLY
Eli Lilly & CO

Healthcare
-88
- 7.35%
$727.2 - $932.06 $64K - $82K
1.11K $857K
STZ
Constellation Brands, Inc.

Consumer Defensive
-96
- 2.05%
$219.66 - $257.62 $21.1K - $24.7K
4.59K $1.02M
CI
Cigna Corp

Healthcare
-55
- 2.18%
$265.59 - $358.58 $14.6K - $19.7K
2.47K $683K
JNJ
Johnson & Johnson

Healthcare
-17
- 0.16%
$143.34 - $165.86 $2.44K - $2.82K
10.4K $1.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-101
- 1.64%
$244.52 - $284.07 $24.7K - $28.7K
6.04K $1.49M
TXN
Texas Instruments Inc

Technology
-60
- 0.88%
N/A
6.77K $1.27M
APD
Air Products & Chemicals, Inc.

Basic Materials
-251
- 3.35%
$285.5 - $335.62 $71.7K - $84.2K
7.25K $2.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 0.47%
$288.47 - $316.54 $10.1K - $11.1K
7.47K $2.16M
VZ
Verizon Communications Inc

Communication Services
-667
- 4.48%
$39.6 - $45.21 $26.4K - $30.2K
14.2K $569K
ROP
Roper Technologies Inc

Industrials
-19
- 0.78%
$519.85 - $575.95 $9.88K - $10.9K
2.41K $1.25M
SJM
J M Smucker CO

Consumer Defensive
-47
- 0.56%
$106.92 - $121.75 $5.03K - $5.72K
8.38K $923K
ITW
Illinois Tool Works Inc

Industrials
-49
- 0.49%
$253.56 - $278.5 $12.4K - $13.6K
9.87K $2.5M
PG
Procter & Gamble CO

Consumer Defensive
-100
- 0.7%
$161.05 - $179.7 $16.1K - $18K
14.2K $2.39M
AVT
Avnet Inc

Technology
-1.37K
- 12.32%
$52.09 - $57.69 $71.4K - $79.1K
9.76K $510K
GL
Globe Life Inc.

Financial Services
-1.2K
- 16.85%
$103.49 - $116.02 $124K - $139K
5.9K $658K
MRK
Merck & Co., Inc.

Healthcare
-365
- 9.78%
$96.31 - $114.76 $35.2K - $41.9K
3.37K $335K
HD
Home Depot, Inc.

Consumer Cyclical
-54
- 1.36%
$385.02 - $431.37 $20.8K - $23.3K
3.91K $1.52M
DCI
Donaldson CO Inc

Industrials
-160
- 1.64%
$67.28 - $78.27 $10.8K - $12.5K
9.6K $646K
MSFT
Microsoft Corp

Technology
-27
- 0.41%
$406.35 - $454.46 $11K - $12.3K
6.61K $2.79M
DOV
Dover Corp

Industrials
-174
- 1.97%
$184.72 - $206.51 $32.1K - $35.9K
8.65K $1.62M
GWW
W.W. Grainger, Inc.

Industrials
-107
- 3.65%
$1023.06 - $1220.93 $109K - $131K
2.82K $2.98M
SYK
Stryker Corp

Healthcare
-120
- 1.38%
$345.14 - $392.15 $41.4K - $47.1K
8.56K $3.08M
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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