Eads & Heald Wealth Management Sells in Q2 2025

Eads & Heald Wealth Management

  • $202 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-1.12K
- 23.56%
$274.35 - $599.47 $308K - $674K
3.65K $1.14M
FISV
Fiserv Inc

Technology
-329
- 2.21%
N/A
14.5K $2.51M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-92
- 2.06%
$390.26 - $489.06 $35.9K - $45K
4.37K $1.77M
DHI
Horton D R Inc

Consumer Cyclical
-3.01K
- 22.15%
$115.1 - $129.63 $347K - $391K
10.6K $1.37M
CHD
Church & Dwight CO Inc

Consumer Defensive
-243
- 1.03%
$91.57 - $110.76 $22.3K - $26.9K
23.4K $2.25M
CLX
Clorox CO

Consumer Defensive
-824
- 10.21%
$118.01 - $148.69 $97.2K - $123K
7.25K $870K
AAPL
Apple Inc.

Technology
-296
- 1.98%
$172.42 - $223.89 $51K - $66.3K
14.6K $3M
BDX
Becton Dickinson & CO

Healthcare
-83
- 1.76%
$165.15 - $226.42 $13.7K - $18.8K
4.62K $796K
AMGN
Amgen Inc

Healthcare
-89
- 1.14%
$262.28 - $309.85 $23.3K - $27.6K
7.72K $2.16M
ADBE
Adobe Inc.

Technology
-725
- 19.72%
$340.0 - $420.68 $247K - $305K
2.95K $1.14M
AFL
Aflac Inc

Financial Services
-845
- 3.18%
$99.77 - $112.45 $84.3K - $95K
25.7K $2.71M
DHR
Danaher Corp

Healthcare
-884
- 11.71%
$174.64 - $205.16 $154K - $181K
6.67K $1.32M
TSCO
Tractor Supply CO

Consumer Cyclical
-2.51K
- 6.87%
$47.86 - $55.77 $120K - $140K
34K $1.79M
XOM
Exxon Mobil Corp

Energy
-225
- 1.35%
$99.93 - $119.04 $22.5K - $26.8K
16.5K $1.78M
STZ
Constellation Brands, Inc.

Consumer Defensive
-692
- 17.9%
$160.0 - $195.62 $111K - $135K
3.17K $516K
SJM
J M Smucker CO

Consumer Defensive
-164
- 1.98%
$94.41 - $118.52 $15.5K - $19.4K
8.13K $798K
MTD
Mettler Toledo International Inc

Healthcare
-151
- 21.33%
$970.15 - $1216.57 $146K - $184K
557 $654K
LOW
Lowes Companies Inc

Consumer Cyclical
-495
- 7.93%
$210.83 - $235.28 $104K - $116K
5.75K $1.28M
MCD
Mcdonalds Corp

Consumer Cyclical
-91
- 1.24%
$285.55 - $321.23 $26K - $29.2K
7.25K $2.12M
SBUX
Starbucks Corp

Consumer Cyclical
-522
- 2.85%
$79.69 - $99.41 $41.6K - $51.9K
17.8K $1.63M
COP
Conocophillips

Energy
-910
- 17.11%
$82.66 - $106.1 $75.2K - $96.6K
4.41K $395K
TFC
Truist Financial Corp

Financial Services
-4.29K
- 27.39%
$34.79 - $42.99 $149K - $184K
11.4K $489K
EXPD
Expeditors International Of Washington Inc

Industrials
-329
- 1.76%
$102.84 - $122.24 $33.8K - $40.2K
18.3K $2.1M
JNJ
Johnson & Johnson

Healthcare
-36
- 0.36%
$146.36 - $159.82 $5.27K - $5.75K
9.97K $1.52M
EOG
Eog Resources Inc

Energy
-345
- 4.22%
$104.61 - $129.97 $36.1K - $44.8K
7.82K $936K
CHKP
Check Point Software Technologies LTD

Technology
-305
- 6.3%
$204.26 - $233.47 $62.3K - $71.2K
4.54K $1M
LLY
Eli Lilly & CO

Healthcare
-59
- 5.5%
$713.71 - $898.95 $42.1K - $53K
1.01K $789K
V
Visa Inc.

Financial Services
-360
- 4.06%
$308.27 - $373.31 $111K - $134K
8.52K $3.02M
NOC
Northrop Grumman Corp

Industrials
-88
- 2.61%
$456.3 - $540.39 $40.2K - $47.6K
3.28K $1.64M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-75
- 3.05%
$212.1 - $244.27 $15.9K - $18.3K
2.39K $521K
CHE
Chemed Corp

Healthcare
-5
- 0.88%
$486.93 - $619.21 $2.43K - $3.1K
561 $273K
GPC
Genuine Parts CO

Consumer Cyclical
-696
- 10.08%
$105.54 - $129.09 $73.5K - $89.8K
6.21K $753K
ROP
Roper Technologies Inc

Industrials
-25
- 1.04%
$519.19 - $590.78 $13K - $14.8K
2.38K $1.35M
SHW
Sherwin Williams CO

Basic Materials
-81
- 1.27%
$313.51 - $363.51 $25.4K - $29.4K
6.28K $2.16M
NKE
Nike, Inc.

Consumer Cyclical
-1.9K
- 18.2%
$53.27 - $72.04 $101K - $137K
8.52K $605K
PCAR
Paccar Inc

Industrials
-340
- 3.84%
$86.4 - $99.09 $29.4K - $33.7K
8.52K $810K
WMB
Williams Companies, Inc.

Energy
-1.02K
- 20.39%
$54.33 - $62.87 $55.4K - $64.1K
3.98K $250K
ITW
Illinois Tool Works Inc

Industrials
-137
- 1.41%
$218.41 - $252.43 $29.9K - $34.6K
9.61K $2.38M
VZ
Verizon Communications Inc

Communication Services
-205
- 1.43%
$41.67 - $45.62 $8.54K - $9.35K
14.1K $609K
FDS
Factset Research Systems Inc

Financial Services
-27
- 0.8%
$398.85 - $473.32 $10.8K - $12.8K
3.34K $1.49M
NEE
Nextera Energy Inc

Utilities
-114
- 0.59%
$64.11 - $75.0 $7.31K - $8.55K
19.3K $1.34M
AVY
Avery Dennison Corp

Industrials
-69
- 0.89%
$159.58 - $183.97 $11K - $12.7K
7.65K $1.34M
ADP
Automatic Data Processing Inc

Industrials
-166
- 2.1%
$276.76 - $326.81 $45.9K - $54.3K
7.72K $2.38M
T
At&T Inc.

Communication Services
-1.17K
- 10.63%
$26.33 - $28.94 $30.7K - $33.7K
9.79K $283K
DUK
Duke Energy Corp

Utilities
-144
- 7.48%
$112.46 - $124.05 $16.2K - $17.9K
1.78K $210K
LNC
Lincoln National Corp

Financial Services
-285
- 3.88%
$28.95 - $37.27 $8.25K - $10.6K
7.07K $244K
SHEL
Shell PLC

Energy
-105
- 2.7%
$59.75 - $73.05 $6.27K - $7.67K
3.79K $267K
RIO
Rio Tinto PLC

Basic Materials
-135
- 3.24%
$52.32 - $62.75 $7.06K - $8.47K
4.03K $235K
PHM
Pultegroup Inc

Consumer Cyclical
-135
- 3.96%
$92.02 - $106.54 $12.4K - $14.4K
3.28K $346K
Activity Summary
Buys All Purchases 37 New Holdings 5 Increased Positions 32 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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