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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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