Eads & Heald Wealth Management Top Holdings and 13F Report (2025) About Eads & Heald Wealth ManagementInvestment ActivityEads & Heald Wealth Management has $209.47 thousand in total holdings as of September 30, 2025.Eads & Heald Wealth Management owns shares of 139 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 2.38% of the portfolio was purchased this quarter.About 3.54% of the portfolio was sold this quarter.This quarter, Eads & Heald Wealth Management has purchased 134 new stocks and bought additional shares in 36 stocks.Eads & Heald Wealth Management sold shares of 89 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $8,109Oracle $4,318Amphenol $4,007Walmart $3,802JPMorgan Chase & Co. $3,774 Largest New Holdings this Quarter 040413205 - Arista Networks $815 Holding871607107 - Synopsys $427 Holding256746108 - Dollar Tree $387 Holding037411105 - Apache Corp. $221 Holding717081103 - Pfizer $220 Holding Largest Purchases this Quarter Arista Networks 5,595 shares (about $815.00)Cigna Group 2,287 shares (about $659.27)Synopsys 866 shares (about $427.00)Hubbell 940 shares (about $404.54)Dollar Tree 4,104 shares (about $387.00) Largest Sales this Quarter Oracle 2,685 shares (about $755.20)Amphenol 2,783 shares (about $344.38)NVIDIA 1,801 shares (about $336.02)UnitedHealth Group 956 shares (about $330.16)JPMorgan Chase & Co. 551 shares (about $173.80) Sector Allocation Over TimeMap of 500 Largest Holdings ofEads & Heald Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$8,109$336 ▼-4.0%43,4633.9%Computer and TechnologyORCLOracle$4,318$755 ▼-14.9%15,3522.1%Computer and TechnologyAPHAmphenol$4,007$344 ▼-7.9%32,3811.9%Computer and TechnologyWMTWalmart$3,802$50 ▼-1.3%36,8891.8%Retail/WholesaleJPMJPMorgan Chase & Co.$3,774$174 ▼-4.4%11,9651.8%FinanceAAPLApple$3,605$121 ▼-3.2%14,1591.7%Computer and TechnologyCOSTCostco Wholesale$3,393$45 ▼-1.3%3,6651.6%Retail/WholesaleAVGOBroadcom$3,377$122 ▼-3.5%10,2361.6%Computer and TechnologyAMZNAmazon.com$3,309$52 ▼-1.5%15,0691.6%Retail/WholesaleLam Research$3,264$33 ▲1.0%24,3781.6%COMMSFTMicrosoft$3,157$60 ▼-1.9%6,0941.5%Computer and TechnologyAXPAmerican Express$3,112$93 ▼-2.9%9,3691.5%FinanceORLYO'Reilly Automotive$3,081$127 ▼-4.0%28,5781.5%Retail/WholesaleNFLXNetflix$3,019$89 ▼-2.9%2,5181.4%Consumer DiscretionaryCORCencora$2,940$62 ▼-2.1%9,4081.4%MedicalSYKStryker$2,933$32 ▼-1.1%7,9351.4%MedicalAFLAflac$2,850$23 ▼-0.8%25,5181.4%FinanceVVisa$2,845$62 ▼-2.1%8,3331.4%Business ServicesCATCaterpillar$2,746$132 ▼-4.6%5,7561.3%IndustrialsGOOGLAlphabet$2,701$133 ▼-4.7%11,1101.3%Computer and TechnologyEMREmerson Electric$2,650$42 ▼-1.6%20,1981.3%IndustrialsADIAnalog Devices$2,614$12 ▼-0.4%10,6381.2%Computer and TechnologyGWWW.W. Grainger$2,598$11 ▼-0.4%2,7261.2%IndustrialsBKNGBooking$2,584$32 ▼-1.2%4791.2%Retail/WholesaleITWIllinois Tool Works$2,512$6 ▲0.2%9,6331.2%IndustrialsFASTFastenal$2,386$71 ▼-2.9%48,6551.1%Retail/WholesaleABBVAbbVie$2,306$81 ▼-3.4%9,9591.1%MedicalEXPDExpeditors International of Washington$2,238$11 ▼-0.5%18,2531.1%TransportationADPAutomatic Data Processing$2,237$29 ▼-1.3%7,6231.1%Computer and TechnologyMCDMcDonald's$2,184$19 ▼-0.9%7,1881.0%Retail/WholesaleSHWSherwin-Williams$2,184$9 ▲0.4%6,3081.0%Basic MaterialsPGProcter & Gamble$2,182$4 ▲0.2%14,2011.0%Consumer StaplesAMGNAmgen$2,179$1 ▲0.0%7,7211.0%MedicalTMOThermo Fisher Scientific$2,112$8 ▼-0.4%4,3541.0%MedicalCVXChevron$2,070$9 ▼-0.4%13,3321.0%EnergyCSCOCisco Systems$2,065$22 ▼-1.1%30,1841.0%Computer and TechnologyECLEcolab$2,057$6 ▼-0.3%7,5121.0%Basic MaterialsCHDChurch & Dwight$2,033$20 ▼-1.0%23,2031.0%Consumer StaplesSNASnap-On$2,013$54 ▲2.7%5,8081.0%Consumer DiscretionaryAPDAir Products and Chemicals$2,005$16 ▼-0.8%7,3501.0%Basic MaterialsPEPPepsiCo$1,993$33 ▲1.7%14,1881.0%Consumer StaplesNOCNorthrop Grumman$1,986$11 ▼-0.5%3,2600.9%AerospaceINTUIntuit$1,974$14 ▲0.7%2,8910.9%Computer and TechnologyCSLCarlisle Companies$1,974$22 ▼-1.1%6,0020.9%Multi-Sector ConglomeratesTSCOTractor Supply$1,903$28 ▼-1.5%33,4590.9%Retail/WholesaleJNJJohnson & Johnson$1,887$38 ▲2.1%10,1780.9%MedicalXOMExxon Mobil$1,859$2 ▲0.1%16,4910.9%EnergyIDXXIDEXX Laboratories$1,820$130 ▲7.7%2,8490.9%MedicalABTAbbott Laboratories$1,802$9 ▲0.5%13,4530.9%MedicalDHID.R. Horton$1,793$3 ▼-0.2%10,5790.9%ConstructionVMCVulcan Materials$1,789$31 ▼-1.7%5,8160.9%ConstructionAMDAdvanced Micro Devices$1,763$1 ▼0.0%10,8950.8%Computer and TechnologyFIFiserv$1,747$127 ▼-6.8%13,5500.8%Business ServicesCTASCintas$1,730$53 ▼-2.9%8,4270.8%Business ServicesCLColgate-Palmolive$1,648$3 ▼-0.2%20,6120.8%Consumer StaplesGOOGAlphabet$1,637$99 ▼-5.7%6,7220.8%Computer and TechnologyHDHome Depot$1,546$39 ▼-2.5%3,8140.7%Retail/WholesaleHUBBHubbell$1,545$405 ▲35.5%3,5900.7%IndustrialsNEENextEra Energy$1,514$55 ▲3.8%20,0550.7%UtilitiesSBUXStarbucks$1,5080.0%17,8240.7%Retail/WholesaleLOWLowe's Companies$1,488$44 ▲3.0%5,9220.7%Retail/WholesaleMETAMeta Platforms$1,482$43 ▼-2.8%2,0180.7%Computer and TechnologyGSThe Goldman Sachs Group$1,392$13 ▼-0.9%1,7480.7%FinanceDOVDover$1,376$13 ▲0.9%8,2490.7%IndustrialsCICigna Group$1,371$659 ▲92.6%4,7560.7%MedicalMARMarriott International$1,340$11 ▲0.8%5,1450.6%Consumer DiscretionaryRTXRTX$1,320$0 ▲0.0%7,8860.6%AerospaceCTSHCognizant Technology Solutions$1,285$68 ▲5.6%19,1630.6%Computer and TechnologyHONHoneywell International$1,278$9 ▲0.7%6,0730.6%Multi-Sector ConglomeratesDCIDonaldson$1,246$216 ▲21.0%15,2180.6%IndustrialsCBRECBRE Group$1,246$95 ▼-7.1%7,9100.6%FinanceDHRDanaher$1,245$77 ▼-5.8%6,2780.6%MedicalEWEdwards Lifesciences$1,237$38 ▼-2.9%15,9000.6%MedicalAVYAvery Dennison$1,231$9 ▼-0.8%7,5920.6%IndustrialsTXNTexas Instruments$1,180$19 ▲1.6%6,4220.6%Computer and TechnologyDISWalt Disney$1,178$46 ▼-3.8%10,2850.6%Consumer DiscretionaryRoper Technologies$1,155$31 ▼-2.6%2,3160.6%COMADSKAutodesk$1,148$6 ▲0.5%3,6140.5%Computer and TechnologyGLGlobe Life$1,036$67 ▲6.9%7,2470.5%FinanceMSMorgan Stanley$1,021$46 ▼-4.3%6,4250.5%FinanceBALLBall$976$24 ▼-2.4%19,3550.5%IndustrialsCHKPCheck Point Software Technologies$937$2 ▼-0.2%4,5280.4%Computer and TechnologyFDSFactSet Research Systems$935$21 ▼-2.2%3,2640.4%Business ServicesLMTLockheed Martin$935$53 ▼-5.4%1,8730.4%AerospaceUNHUnitedHealth Group$929$330 ▼-26.2%2,6900.4%MedicalACNAccenture$928$92 ▼-9.0%3,7620.4%Computer and TechnologyCLXClorox$907$14 ▲1.5%7,3570.4%Consumer StaplesADBEAdobe$901$140 ▼-13.5%2,5530.4%Computer and TechnologyEOGEOG Resources$894$17 ▲1.9%7,9730.4%EnergyBMYBristol Myers Squibb$879$98 ▼-10.1%19,4790.4%MedicalCVSCVS Health$850$29 ▼-3.3%11,2700.4%MedicalGPCGenuine Parts$845$16 ▼-1.9%6,0950.4%Retail/WholesaleKMBKimberly-Clark$836$1 ▲0.1%6,7270.4%Consumer StaplesVLOValero Energy$823$3 ▼-0.4%4,8350.4%EnergySJMJ. M. Smucker$818$65 ▼-7.4%7,5280.4%Consumer StaplesPCARPACCAR$818$20 ▼-2.3%8,3230.4%Auto/Tires/TrucksArista Networks$815$815 ▲New Holding5,5950.4%COMBDXBecton, Dickinson and Company$805$59 ▼-6.9%4,3030.4%MedicalFCXFreeport-McMoRan$774$29 ▲3.9%19,7320.4%Basic MaterialsDEDeere & Company$755$8 ▲1.0%1,6510.4%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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