Eads & Heald Wealth Management Reduced Holdings in Q1 2025

Eads & Heald Wealth Management

  • $197 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-3.23K
- 6.16%
$106.98 - $149.43 $345K - $482K
49.1K $5.33M
AVGO
Broadcom Inc.

Technology
-532
- 4.42%
$167.43 - $244.7 $89.1K - $130K
11.5K $1.93M
ORCL
Oracle Corp

Technology
-810
- 4.04%
$139.81 - $186.47 $113K - $151K
19.3K $2.69M
AMZN
Amazon Com Inc

Consumer Cyclical
-441
- 2.69%
$190.26 - $242.06 $83.9K - $107K
15.9K $3.03M
AAPL
Apple Inc.

Technology
-385
- 2.51%
$209.68 - $247.1 $80.7K - $95.1K
14.9K $3.32M
GOOGL
Alphabet Inc.

Communication Services
-332
- 2.69%
$154.33 - $206.19 $51.2K - $68.5K
12K $1.86M
AXP
American Express CO

Financial Services
-600
- 5.51%
$255.39 - $325.87 $153K - $196K
10.3K $2.77M
MSFT
Microsoft Corp

Technology
-149
- 2.25%
$375.39 - $447.2 $55.9K - $66.6K
6.46K $2.43M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-36
- 6.65%
$4295.4 - $5141.88 $155K - $185K
505 $2.33M
WMT
Walmart Inc.

Consumer Defensive
-2.52K
- 5.97%
$84.5 - $105.05 $213K - $265K
39.8K $3.49M
MAR
Marriott International Inc

Consumer Cyclical
-241
- 4.12%
$237.01 - $304.45 $57.1K - $73.4K
5.61K $1.34M
CAT
Caterpillar Inc

Industrials
-234
- 3.63%
$326.75 - $407.63 $76.5K - $95.4K
6.21K $2.05M
GOOG
Alphabet Inc.

Communication Services
-133
- 1.81%
$156.06 - $207.71 $20.8K - $27.6K
7.21K $1.13M
DHR
Danaher Corp

Healthcare
-304
- 3.87%
$201.62 - $250.59 $61.3K - $76.2K
7.55K $1.55M
ADBE
Adobe Inc.

Technology
-55
- 1.47%
$377.84 - $464.11 $20.8K - $25.5K
3.68K $1.41M
DHI
Horton D R Inc

Consumer Cyclical
-466
- 3.31%
$125.29 - $147.65 $58.4K - $68.8K
13.6K $1.73M
COP
Conocophillips

Energy
-2.49K
- 31.89%
$88.6 - $105.85 $221K - $264K
5.32K $558K
VMC
Vulcan Materials CO

Basic Materials
-252
- 3.93%
$220.9 - $277.54 $55.7K - $69.9K
6.16K $1.44M
CSL
Carlisle Companies Inc

Industrials
-87
- 1.39%
$326.43 - $408.24 $28.4K - $35.5K
6.17K $2.1M
ADSK
Autodesk, Inc.

Technology
-234
- 5.48%
N/A
4.04K $1.06M
NKE
Nike, Inc.

Consumer Cyclical
-1.02K
- 8.91%
$63.29 - $81.72 $64.4K - $83.2K
10.4K $661K
GWW
W.W. Grainger, Inc.

Industrials
-13
- 0.46%
$953.54 - $1132.42 $12.4K - $14.7K
2.81K $2.78M
AMD
Advanced Micro Devices Inc

Technology
-215
- 2.18%
$96.63 - $129.55 $20.8K - $27.9K
9.63K $989K
DIS
Walt Disney CO

Communication Services
-581
- 5.41%
$96.87 - $114.0 $56.3K - $66.2K
10.2K $1M
HD
Home Depot, Inc.

Consumer Cyclical
-283
- 7.24%
$347.25 - $424.87 $98.3K - $120K
3.63K $1.33M
GS
Goldman Sachs Group Inc

Financial Services
-210
- 10.68%
$524.81 - $672.19 $110K - $141K
1.76K $960K
ADI
Analog Devices Inc

Technology
-218
- 1.95%
$201.56 - $243.82 $43.9K - $53.2K
10.9K $2.21M
DOV
Dover Corp

Industrials
-175
- 2.02%
$174.65 - $206.43 $30.6K - $36.1K
8.47K $1.49M
TFC
Truist Financial Corp

Financial Services
-2.29K
- 12.74%
$39.48 - $48.15 $90.2K - $110K
15.7K $644K
LMT
Lockheed Martin Corp

Industrials
-115
- 5.49%
$423.19 - $506.29 $48.7K - $58.2K
1.98K $884K
ANSS
Ansys Inc

Technology
-229
- 7.84%
$316.56 - $360.36 $72.5K - $82.5K
2.69K $852K
CLX
Clorox CO

Consumer Defensive
-60
- 0.74%
$141.76 - $162.89 $8.51K - $9.77K
8.07K $1.19M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-49
- 1.09%
$497.6 - $606.74 $24.4K - $29.7K
4.46K $2.22M
FISV
Fiserv Inc

Technology
-1.72K
- 10.38%
N/A
14.9K $3.28M
META
Meta Platforms, Inc.

Communication Services
-167
- 7.05%
$576.36 - $736.67 $96.3K - $123K
2.2K $1.27M
FDS
Factset Research Systems Inc

Financial Services
-64
- 1.87%
$427.5 - $476.51 $27.4K - $30.5K
3.36K $1.53M
HON
Honeywell International Inc

Industrials
-112
- 1.78%
$202.75 - $226.52 $22.7K - $25.4K
6.2K $1.31M
BALL
Ball Corp

Consumer Cyclical
-740
- 3.44%
$49.04 - $56.53 $36.3K - $41.8K
20.8K $1.08M
SNA
Snap On Inc

Industrials
-262
- 4.53%
$324.09 - $358.62 $84.9K - $94K
5.52K $1.86M
NFLX
Netflix Inc

Communication Services
-242
- 7.32%
$828.4 - $1058.6 $200K - $256K
3.06K $2.86M
C
Citigroup Inc

Financial Services
-1.31K
- 26.03%
$67.23 - $84.63 $88.1K - $111K
3.72K $264K
ITW
Illinois Tool Works Inc

Industrials
-123
- 1.25%
$244.9 - $274.48 $30.1K - $33.8K
9.75K $2.42M
TXN
Texas Instruments Inc

Technology
-155
- 2.29%
N/A
6.61K $1.19M
AA
Alcoa Corp

Basic Materials
-620
- 7.38%
$30.5 - $39.53 $18.9K - $24.5K
7.78K $237K
AVY
Avery Dennison Corp

Industrials
-48
- 0.62%
$174.58 - $195.91 $8.38K - $9.4K
7.72K $1.37M
MS
Morgan Stanley

Financial Services
-28
- 0.4%
$111.68 - $141.08 $3.13K - $3.95K
7.06K $823K
JPM
Jpmorgan Chase & CO

Financial Services
-588
- 4.23%
$225.19 - $279.95 $132K - $165K
13.3K $3.27M
PCAR
Paccar Inc

Industrials
-55
- 0.62%
$96.91 - $112.51 $5.33K - $6.19K
8.86K $863K
GIS
General Mills Inc

Consumer Defensive
-302
- 2.89%
$57.56 - $65.3 $17.4K - $19.7K
10.1K $606K
Activity Summary
Buys All Purchases 29 New Holdings 6 Increased Positions 23 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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