EH
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EADS & HEALD WEALTH MANAGEMENT13F | |
| EADS & HEALD WEALTH MANAGEMENT | |
| Last update 2025-04-25 | 138 Stocks (6 new) |
| Value $197.00 Mil | Turnover 1 % |
EADS & HEALD WEALTH MANAGEMENT... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 49,145 | 5,330.0 | -6.16% | 2.710 | -0.21% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
COST | Costco Wholesale Corp | 3,887 | 3,680.0 | -3.52% | 1.870 | -0.06% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
WMT | Walmart Inc | 39,750 | 3,490.0 | -5.97% | 1.770 | -0.11% | 0.000 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive | |
AAPL | Apple Inc | 14,930 | 3,320.0 | -2.51% | 1.690 | -0.05% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
FI | Fiserv Inc | 14,861 | 3,280.0 | -10.38% | 1.670 | -0.17% | 0.000 | -20.57% | -19.32% | 91,891.9 | Software | |
JPM | JPMorgan Chase & Co | 13,317 | 3,270.0 | -4.23% | 1.660 | -0.07% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
V | Visa Inc | 8,875 | 3,110.0 | -5.58% | 1.580 | -0.08% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
SYK | Stryker Corp | 8,265 | 3,080.0 | -3.39% | 1.560 | -0.05% | 0.000 | +12.62% | +8.63% | 148,815.0 | Medical Devices & Instruments | |
AMZN | Amazon.com Inc | 15,933 | 3,030.0 | -2.69% | 1.540 | -0.05% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
AFL | Aflac Inc | 26,568 | 2,950.0 | -4.56% | 1.500 | -0.06% | 0.000 | -4.70% | -0.46% | 55,053.9 | Insurance |
EADS & HEALD WEALTH MANAGEMENT's Historical Top Holdings Breakdowns
EADS & HEALD WEALTH MANAGEMENT's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.21% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -6.16% | 49,145 | -3,226 | |
MTD | Mettler-Toledo International Inc | 2025-03-31 | Add Add | +0.19% | 1177.09 ($1277.12) 1390 | $1,194.85 | -6.44% | Add 77% | 708 | 308 | |
FI | Fiserv Inc | 2025-03-31 | Reduce Reduce | -0.17% | 200.51 ($218.93) 237.79 | $165.74 | -24.30% | Reduce -10.38% | 14,861 | -1,722 | |
BP | BP PLC | 2025-03-31 | New Buy New Buy | +0.15% | 29.93 ($32.64) 35.31 | $31.99 | -1.99% | New holding | 8,547 | 8,547 | |
RIO | Rio Tinto PLC | 2025-03-31 | New Buy New Buy | +0.13% | 58.19 ($61.56) 64.29 | $60.54 | -1.66% | New holding | 4,163 | 4,163 | |
TOL | Toll Brothers Inc | 2025-03-31 | Sold Out Sold Out | -0.13% | 103.02 ($120.06) 140.69 | $116.90 | -2.63% | Sold Out | 0 | -2,034 | |
UPS | United Parcel Service Inc | 2025-03-31 | Sold Out Sold Out | -0.13% | 109.66 ($119.57) 136.26 | $99.22 | -17.02% | Sold Out | 0 | -2,035 | |
CRL |
Charles River Laboratories International Inc
Charles River Laboratories International Inc
| 2025-03-31 | New Buy New Buy | +0.12% | 150.52 ($167.66) 190.14 | $154.48 | -7.86% | New holding | 1,548 | 1,548 | |
COP | ConocoPhillips | 2025-03-31 | Reduce Reduce | -0.12% | 88.6 ($99.73) 105.85 | $91.64 | -8.11% | Reduce -31.89% | 5,317 | -2,490 | |
PFE | Pfizer Inc | 2025-03-31 | New Buy New Buy | +0.12% | 25.01 ($26.17) 27.13 | $24.47 | -6.50% | New holding | 9,325 | 9,325 |
EADS & HEALD WEALTH MANAGEMENT Total Holding History ($B)
EADS & HEALD WEALTH MANAGEMENT's Asset Allocation
EADS & HEALD WEALTH MANAGEMENT Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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EADS & HEALD WEALTH MANAGEMENT's Hypothetical Growth since 2025-03-31
EADS & HEALD WEALTH MANAGEMENT's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
EADS & HEALD WEALTH MANAGEMENT's Holdings Heat Map
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EADS & HEALD WEALTH MANAGEMENT's Holdings Bubble Chart
EADS & HEALD WEALTH MANAGEMENT News
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