Eads & Heald Wealth Management Portfolio Holdings
Eads & Heald Wealth Management
- $197 Million
- Q1 2025
Eads & Heald Wealth Management has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $197 Million distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $5.33M, Costco Wholesale Corp with a value of $3.68M, Walmart Inc. with a value of $3.49M, Apple Inc. with a value of $3.32M, and Fiserv Inc with a value of $3.28M.
Examining the 13F form we can see an decrease of $6.39M in the current position value, from $203M to 197M.
Below you can find more details about Eads & Heald Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$197 Million
Technology: $38.2 Million
Industrials: $34.4 Million
Healthcare: $30.2 Million
Consumer Cyclical: $23.2 Million
Consumer Defensive: $22.2 Million
Financial Services: $19.1 Million
Communication Services: $9.07 Million
Basic Materials: $8.96 Million
Other: $9.96 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 138
- Current Value $197 Million
- Prior Value $203 Million
- Filing
- Period Q1 2025
- Filing Date April 25, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 6 stocks
- Additional Purchases 23 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks