Eads & Heald Wealth Management Portfolio Holdings

Eads & Heald Wealth Management

  • $202 Million
  • Q2 2025

Eads & Heald Wealth Management has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $202 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.15M, Oracle Corp with a value of $3.94M, Costco Wholesale Corp with a value of $3.68M, Walmart Inc. with a value of $3.65M, and Jpmorgan Chase & CO with a value of $3.63M.

Examining the 13F form we can see an increase of $5.53M in the current position value, from $197M to 202M.

Below you can find more details about Eads & Heald Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $202 Million
Technology: $44.9 Million
Industrials: $36.6 Million
Healthcare: $26.9 Million
Consumer Cyclical: $22.9 Million
Consumer Defensive: $20.4 Million
Financial Services: $19.7 Million
Communication Services: $10.5 Million
Basic Materials: $8.88 Million
Other: $9.32 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.9B
$3.47 Million 1.72% of portfolio
35,164
Q2 2025 Reduced 12.25%
$143B
$3.17 Million 1.57% of portfolio
8,021
Q2 2025 Reduced 2.95%
$147B
$2.92 Million 1.44% of portfolio
10,605
Q2 2025 Reduced 7.88%
$38.4B
$2.88 Million 1.42% of portfolio
9,605
Q2 2025 Reduced 5.91%
$51.2B
$2.85 Million 1.41% of portfolio
2,738
Q2 2025 Reduced 2.53%
$80.2B
$2.74 Million 1.35% of portfolio
20,516
Q2 2025 Added 2.01%
$68.5B
$2.71 Million 1.34% of portfolio
25,723
Q2 2025 Reduced 3.18%
$126B
$2.54 Million 1.26% of portfolio
10,685
Q2 2025 Reduced 2.27%
$79.5B
$2.51 Million 1.24% of portfolio
14,532
Q2 2025 Reduced 2.21%
$121B
$2.38 Million 1.18% of portfolio
7,721
Q2 2025 Reduced 2.1%
$81.1B
$2.38 Million 1.17% of portfolio
9,611
Q2 2025 Reduced 1.41%
$184B
$2.26 Million 1.12% of portfolio
2,871
Q2 2025 Reduced 0.07%
$18.4B
$2.27 Million 1.12% of portfolio
6,069
Q2 2025 Reduced 1.65%
$22.2B
$2.25 Million 1.11% of portfolio
23,431
Q2 2025 Reduced 1.03%
$92.5B
$2.16 Million 1.07% of portfolio
6,282
Q2 2025 Reduced 1.27%
$147B
$2.16 Million 1.06% of portfolio
7,719
Q2 2025 Reduced 1.14%
$27.4B
$2.11 Million 1.04% of portfolio
50,108
Q2 2025 Added 91.17%
$64.2B
$2.09 Million 1.03% of portfolio
7,407
Q2 2025 Added 1.27%
$77.1B
$2.03 Million 1.0% of portfolio
7,534
Q2 2025 Added 0.52%
$20.3B
$1.94 Million 0.96% of portfolio
8,683
Q2 2025 Reduced 5.57%
$68.5B
$1.88 Million 0.93% of portfolio
20,649
Q2 2025 Added 0.43%
$194B
$1.84 Million 0.91% of portfolio
13,950
Q2 2025 Added 8.26%
$186B
$1.77 Million 0.88% of portfolio
4,371
Q2 2025 Reduced 2.06%
$18.1B
$1.76 Million 0.87% of portfolio
5,653
Q2 2025 Added 2.37%
$94.5B
$1.63 Million 0.81% of portfolio
17,824
Q2 2025 Reduced 2.85%
$88.4B
$1.64 Million 0.81% of portfolio
3,278
Q2 2025 Reduced 2.61%
$39.1B
$1.54 Million 0.76% of portfolio
5,916
Q2 2025 Reduced 3.96%
$13.1B
$1.49 Million 0.74% of portfolio
3,336
Q2 2025 Reduced 0.8%
$24.1B
$1.5 Million 0.74% of portfolio
8,173
Q2 2025 Reduced 3.51%
$53.6B
$1.42 Million 0.7% of portfolio
2,645
Q2 2025 Added 10.76%
$35.5B
$1.42 Million 0.7% of portfolio
18,144
Q2 2025 Added 1.37%
$142B
$1.4 Million 0.69% of portfolio
6,030
Q2 2025 Reduced 2.69%
$86.1B
$1.39 Million 0.69% of portfolio
5,102
Q2 2025 Reduced 9.1%
$53.6B
$1.35 Million 0.67% of portfolio
2,378
Q2 2025 Reduced 1.04%
$59.8B
$1.37 Million 0.67% of portfolio
10,595
Q2 2025 Reduced 22.15%
$13.4B
$1.34 Million 0.66% of portfolio
7,650
Q2 2025 Reduced 0.89%
$140B
$1.34 Million 0.66% of portfolio
19,326
Q2 2025 Reduced 0.59%
$137B
$1.32 Million 0.65% of portfolio
6,665
Q2 2025 Reduced 11.71%
$177B
$1.31 Million 0.65% of portfolio
6,318
Q2 2025 Reduced 4.42%
$169B
$1.28 Million 0.63% of portfolio
5,747
Q2 2025 Reduced 7.93%
$47B
$1.28 Million 0.63% of portfolio
16,383
Q2 2025 Reduced 4.36%
$150B
$1.24 Million 0.61% of portfolio
4,135
Q2 2025 Added 80.49%
$53.2B
$1.19 Million 0.59% of portfolio
8,515
Q2 2025 Reduced 4.58%
$161B
$1.14 Million 0.56% of portfolio
2,951
Q2 2025 Reduced 19.72%
$53.1B
$1.11 Million 0.55% of portfolio
3,596
Q2 2025 Reduced 10.9%
$16.1B
$1.11 Million 0.55% of portfolio
19,827
Q2 2025 Reduced 4.68%
$23.5B
$1.08 Million 0.53% of portfolio
2,650
Q2 2025 New
$98.5B
$1 Million 0.5% of portfolio
21,659
Q2 2025 Added 12.94%
$24.8B
$1 Million 0.5% of portfolio
4,539
Q2 2025 Reduced 6.3%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $202 Million
  • Prior Value $197 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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