Eads & Heald Wealth Management Reduced Holdings in Q3 2024

Eads & Heald Wealth Management

  • $211 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-6.58K
- 10.99%
$98.91 - $134.91 $651K - $887K
53.3K $6.47M
EW
Edwards Lifesciences Corp

Healthcare
-2.14K
- 9.55%
$59.7 - $93.78 $128K - $200K
20.2K $1.34M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-2.11K
- 21.49%
$63.56 - $107.36 $134K - $226K
7.69K $541K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.13K
- 6.19%
$161.02 - $200.0 $181K - $225K
17.1K $3.18M
ADM
Archer Daniels Midland CO

Consumer Defensive
-5.13K
- 32.32%
$57.96 - $65.72 $297K - $337K
10.7K $642K
GOOGL
Alphabet Inc.

Communication Services
-444
- 3.45%
$148.65 - $191.18 $66K - $84.9K
12.4K $2.06M
APH
Amphenol Corp

Technology
-2.69K
- 6.06%
$58.39 - $70.41 $157K - $189K
41.7K $2.72M
GOOG
Alphabet Inc.

Communication Services
-604
- 7.5%
$149.54 - $192.66 $90.3K - $116K
7.44K $1.24M
CVX
Chevron Corp

Energy
-641
- 5.06%
$137.88 - $161.97 $88.4K - $104K
12K $1.77M
ADBE
Adobe Inc.

Technology
-119
- 3.02%
$508.13 - $586.55 $60.5K - $69.8K
3.83K $1.98M
MSFT
Microsoft Corp

Technology
-125
- 1.85%
$395.15 - $467.56 $49.4K - $58.4K
6.64K $2.86M
EMR
Emerson Electric CO

Industrials
-1.16K
- 5.41%
$98.19 - $118.87 $114K - $138K
20.3K $2.22M
MRK
Merck & Co., Inc.

Healthcare
-795
- 17.57%
$111.15 - $128.97 $88.4K - $103K
3.73K $424K
DIS
Walt Disney CO

Communication Services
-1.02K
- 8.33%
$85.6 - $98.61 $87K - $100K
11.2K $1.08M
ROP
Roper Technologies Inc

Industrials
-206
- 7.82%
$515.25 - $576.55 $106K - $119K
2.43K $1.35M
INTU
Intuit Inc

Technology
-52
- 1.86%
$602.97 - $670.49 $31.4K - $34.9K
2.74K $1.7M
JPM
Jpmorgan Chase & CO

Financial Services
-1.22K
- 7.74%
$194.9 - $224.8 $238K - $274K
14.5K $3.06M
LLY
Eli Lilly & CO

Healthcare
-98
- 7.56%
$772.14 - $960.02 $75.7K - $94.1K
1.2K $1.06M
CRL
Charles River Laboratories International, Inc.

Healthcare
-437
- 24.58%
$187.96 - $245.29 $82.1K - $107K
1.34K $264K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.22K
- 4.81%
$98.01 - $106.59 $120K - $130K
24.1K $2.53M
NVO
Novo Nordisk A S

Healthcare
-300
- 11.69%
$119.07 - $145.42 $35.7K - $43.6K
2.27K $270K
COST
Costco Wholesale Corp

Consumer Defensive
-291
- 6.54%
$801.83 - $917.05 $233K - $267K
4.16K $3.69M
GPC
Genuine Parts CO

Consumer Cyclical
-771
- 8.61%
$131.04 - $147.11 $101K - $113K
8.18K $1.14M
AVY
Avery Dennison Corp

Industrials
-458
- 5.57%
$202.27 - $224.18 $92.6K - $103K
7.77K $1.72M
AMGN
Amgen Inc

Healthcare
-487
- 5.6%
$309.38 - $337.38 $151K - $164K
8.21K $2.65M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.78K
- 9.98%
$39.52 - $51.92 $70.3K - $92.4K
16K $801K
XOM
Exxon Mobil Corp

Energy
-859
- 4.91%
$109.72 - $119.0 $94.2K - $102K
16.6K $1.95M
BDX
Becton Dickinson & CO

Healthcare
-361
- 6.15%
$221.47 - $242.41 $80K - $87.5K
5.51K $1.33M
PCAR
Paccar Inc

Industrials
-30
- 0.33%
$91.64 - $109.98 $2.75K - $3.3K
9.03K $891K
SHEL
Shell PLC

Energy
-210
- 4.94%
$65.65 - $73.28 $13.8K - $15.4K
4.04K $266K
AMD
Advanced Micro Devices Inc

Technology
-362
- 3.51%
$128.67 - $183.96 $46.6K - $66.6K
9.97K $1.64M
ED
Consolidated Edison Inc

Utilities
-848
- 25.05%
$88.42 - $104.97 $75K - $89K
2.54K $264K
EOG
Eog Resources Inc

Energy
-135
- 2.11%
$117.9 - $132.65 $15.9K - $17.9K
6.26K $770K
PEP
Pepsico Inc

Consumer Defensive
-608
- 4.45%
$161.9 - $179.3 $98.4K - $109K
13.1K $2.22M
MKC
Mccormick & CO Inc

Consumer Defensive
-800
- 23.95%
$69.44 - $84.76 $55.6K - $67.8K
2.54K $209K
V
Visa Inc.

Financial Services
-534
- 5.31%
$253.74 - $291.56 $135K - $156K
9.53K $2.62M
C
Citigroup Inc

Financial Services
-240
- 4.51%
$56.11 - $67.61 $13.5K - $16.2K
5.09K $318K
VMC
Vulcan Materials CO

Basic Materials
-120
- 1.83%
$231.83 - $274.51 $27.8K - $32.9K
6.44K $1.61M
MDT
Medtronic PLC

Healthcare
-640
- 16.22%
$76.84 - $91.03 $49.2K - $58.3K
3.31K $298K
STZ
Constellation Brands, Inc.

Consumer Defensive
-44
- 0.93%
$236.42 - $259.82 $10.4K - $11.4K
4.69K $1.21M
CVS
Cvs Health Corp

Healthcare
-1.03K
- 6.59%
$55.81 - $63.18 $57.7K - $65.3K
14.6K $920K
EXPD
Expeditors International Of Washington Inc

Industrials
-1.04K
- 5.27%
$116.1 - $131.42 $121K - $137K
18.7K $2.46M
RIO
Rio Tinto PLC

Basic Materials
-320
- 9.14%
$59.71 - $71.21 $19.1K - $22.8K
3.18K $226K
MAR
Marriott International Inc

Consumer Cyclical
-155
- 2.58%
$211.35 - $255.11 $32.8K - $39.5K
5.85K $1.46M
PRU
Prudential Financial Inc

Financial Services
-15
- 0.78%
$105.53 - $127.32 $1.58K - $1.91K
1.9K $230K
ECL
Ecolab Inc.

Basic Materials
-515
- 6.38%
$228.86 - $255.76 $118K - $132K
7.56K $1.93M
IDXX
Idexx Laboratories Inc

Healthcare
-67
- 2.49%
$455.08 - $517.19 $30.5K - $34.7K
2.62K $1.32M
PG
Procter & Gamble CO

Consumer Defensive
-628
- 4.2%
$160.76 - $177.82 $101K - $112K
14.3K $2.48M
MTD
Mettler Toledo International Inc

Healthcare
-14
- 3.85%
$1308.0 - $1521.03 $18.3K - $21.3K
350 $525K
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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