Eads & Heald Wealth Management Portfolio Holdings
Eads & Heald Wealth Management
- $203 Million
- Q4 2024
Eads & Heald Wealth Management has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $203 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.03M, Apple Inc. with a value of $3.84M, Walmart Inc. with a value of $3.82M, Costco Wholesale Corp with a value of $3.69M, and Amazon Com Inc with a value of $3.59M.
Examining the 13F form we can see an decrease of $7.83M in the current position value, from $211M to 203M.
Below you can find more details about Eads & Heald Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$203 Million
Technology: $43.4 Million
Industrials: $35.4 Million
Healthcare: $28.1 Million
Consumer Cyclical: $24.7 Million
Consumer Defensive: $22.1 Million
Financial Services: $19.7 Million
Communication Services: $10.1 Million
Basic Materials: $8.83 Million
Other: $9.38 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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