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
ITT
Itt Inc.

Industrials
-22
- 0.58%
$128.71 - $153.88 $2.83K - $3.39K
3.75K $484K
EW
Edwards Lifesciences Corp

Healthcare
-301
- 1.73%
$67.95 - $76.19 $20.5K - $22.9K
17.1K $1.24M
GPC
Genuine Parts CO

Consumer Cyclical
-537
- 7.21%
$115.91 - $129.02 $62.2K - $69.3K
6.91K $823K
CBRE
Cbre Group, Inc.

Real Estate
-300
- 3.25%
$121.79 - $147.13 $36.5K - $44.1K
8.92K $1.17M
PEP
Pepsico Inc

Consumer Defensive
-82
- 0.63%
$142.64 - $156.42 $11.7K - $12.8K
12.9K $1.93M
BDX
Becton Dickinson & CO

Healthcare
-212
- 4.31%
$222.79 - $249.08 $47.2K - $52.8K
4.7K $1.08M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-509
- 12.39%
$61.92 - $76.95 $31.5K - $39.2K
3.6K $270K
PHM
Pultegroup Inc

Consumer Cyclical
-140
- 3.94%
$101.09 - $118.51 $14.2K - $16.6K
3.41K $351K
WAT
Waters Corp

Healthcare
-53
- 4.12%
$362.16 - $417.28 $19.2K - $22.1K
1.23K $454K
IBM
International Business Machines Corp

Technology
-421
- 14.12%
$217.4 - $264.74 $91.5K - $111K
2.56K $637K
GILD
Gilead Sciences, Inc.

Healthcare
-732
- 21.03%
$89.14 - $117.41 $65.3K - $85.9K
2.75K $308K
CTSH
Cognizant Technology Solutions Corp

Technology
-53
- 0.3%
$75.32 - $90.7 $3.99K - $4.81K
17.9K $1.37M
FCX
Freeport Mcmoran Inc

Basic Materials
-40
- 0.2%
$34.5 - $43.01 $1.38K - $1.72K
20.1K $759K
SYK
Stryker Corp

Healthcare
-290
- 3.39%
$355.18 - $399.9 $103K - $116K
8.27K $3.08M
WMB
Williams Companies, Inc.

Energy
-487
- 8.87%
$54.02 - $61.09 $26.3K - $29.8K
5K $299K
PG
Procter & Gamble CO

Consumer Defensive
-176
- 1.24%
$158.56 - $176.26 $27.9K - $31K
14.1K $2.4M
SHW
Sherwin Williams CO

Basic Materials
-147
- 2.26%
$330.16 - $365.55 $48.5K - $53.7K
6.36K $2.22M
MA
Mastercard Inc

Financial Services
-20
- 2.14%
$504.67 - $576.31 $10.1K - $11.5K
914 $501K
DGX
Quest Diagnostics Inc

Healthcare
-100
- 6.01%
N/A
1.56K $264K
VLO
Valero Energy Corp

Energy
-160
- 3.29%
$121.76 - $142.99 $19.5K - $22.9K
4.7K $620K
LLY
Eli Lilly & CO

Healthcare
-38
- 3.42%
$725.72 - $929.72 $27.6K - $35.3K
1.07K $885K
LNC
Lincoln National Corp

Financial Services
-10
- 0.14%
$30.06 - $39.23 $301 - $392
7.35K $264K
ADP
Automatic Data Processing Inc

Industrials
-222
- 2.74%
$286.85 - $318.64 $63.7K - $70.7K
7.89K $2.41M
SHEL
Shell PLC

Energy
-23
- 0.59%
$62.84 - $73.29 $1.45K - $1.69K
3.9K $285K
UNH
Unitedhealth Group Inc

Healthcare
-87
- 1.79%
$461.52 - $548.18 $40.2K - $47.7K
4.77K $2.5M
DE
Deere & CO

Industrials
-69
- 3.8%
$408.57 - $509.27 $28.2K - $35.1K
1.75K $821K
CL
Colgate Palmolive CO

Consumer Defensive
-8
- 0.04%
$85.68 - $97.5 $685 - $780
20.6K $1.93M
SJM
J M Smucker CO

Consumer Defensive
-85
- 1.01%
$100.41 - $118.41 $8.53K - $10.1K
8.29K $982K
T
At&T Inc.

Communication Services
-20
- 0.18%
$21.56 - $28.28 $431 - $566
11K $310K
CSCO
Cisco Systems, Inc.

Technology
-170
- 0.54%
$58.74 - $64.87 $9.99K - $11K
31.1K $1.92M
AFL
Aflac Inc

Financial Services
-1.27K
- 4.56%
$100.99 - $111.19 $128K - $141K
26.6K $2.95M
BMY
Bristol Myers Squibb CO

Healthcare
-146
- 0.76%
$53.9 - $63.11 $7.87K - $9.21K
19.2K $1.17M
CHD
Church & Dwight CO Inc

Consumer Defensive
-295
- 1.23%
$101.42 - $113.2 $29.9K - $33.4K
23.7K $2.61M
CI
Cigna Corp

Healthcare
-81
- 3.28%
$274.49 - $329.0 $22.2K - $26.6K
2.39K $787K
FAST
Fastenal CO

Industrials
-577
- 2.15%
$71.11 - $79.98 $41K - $46.1K
26.2K $2.03M
RTX
Raytheon Technologies Corp

Industrials
-181
- 2.2%
$114.1 - $135.66 $20.7K - $24.6K
8.06K $1.07M
ECL
Ecolab Inc.

Basic Materials
-101
- 1.33%
$229.72 - $269.82 $23.2K - $27.3K
7.5K $1.9M
NOC
Northrop Grumman Corp

Industrials
-47
- 1.38%
$433.45 - $513.82 $20.4K - $24.1K
3.37K $1.72M
MCD
Mcdonalds Corp

Consumer Cyclical
-125
- 1.67%
$279.74 - $321.29 $35K - $40.2K
7.34K $2.29M
EXPD
Expeditors International Of Washington Inc

Industrials
-365
- 1.92%
$109.09 - $126.48 $39.8K - $46.2K
18.7K $2.25M
V
Visa Inc.

Financial Services
-524
- 5.58%
$306.92 - $362.71 $161K - $190K
8.88K $3.11M
CHKP
Check Point Software Technologies LTD

Technology
-210
- 4.16%
$179.88 - $231.31 $37.8K - $48.6K
4.84K $1.1M
JNJ
Johnson & Johnson

Healthcare
-345
- 3.33%
$142.06 - $167.7 $49K - $57.9K
10K $1.66M
ROP
Roper Technologies Inc

Industrials
-5
- 0.21%
$502.71 - $593.81 $2.51K - $2.97K
2.4K $1.42M
XOM
Exxon Mobil Corp

Energy
-52
- 0.31%
$105.44 - $118.93 $5.48K - $6.18K
16.7K $1.99M
CTAS
Cintas Corp

Industrials
-88
- 0.95%
$182.09 - $208.14 $16K - $18.3K
9.2K $1.89M
ABBV
Abb Vie Inc.

Healthcare
-670
- 6.07%
$169.2 - $216.66 $113K - $145K
10.4K $2.17M
ABT
Abbott Laboratories

Healthcare
-348
- 2.5%
$111.1 - $140.22 $38.7K - $48.8K
13.6K $1.8M
CVX
Chevron Corp

Energy
-279
- 2.17%
$146.71 - $167.97 $40.9K - $46.9K
12.6K $2.1M
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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