Eads & Heald Wealth Management Top Holdings and 13F Report (2025) About Eads & Heald Wealth ManagementInvestment ActivityEads & Heald Wealth Management has $202.40 thousand in total holdings as of June 30, 2025.Eads & Heald Wealth Management owns shares of 134 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 4.00% of the portfolio was purchased this quarter.About 5.48% of the portfolio was sold this quarter.This quarter, Eads & Heald Wealth Management has purchased 138 new stocks and bought additional shares in 32 stocks.Eads & Heald Wealth Management sold shares of 93 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $7,151Oracle $3,943Costco Wholesale $3,677Walmart $3,654JPMorgan Chase & Co. $3,628 Largest New Holdings this Quarter 443510607 - Hubbell $1,082 Holding423452101 - Helmerich & Payne $377 Holding036752103 - Elevance Health $327 Holding889478103 - Toll Brothers $226 Holding060505104 - Bank of America $223 Holding Largest Purchases this Quarter O'Reilly Automotive 27,708 shares (about $2.50K)Hubbell 2,650 shares (about $1.08K)Fastenal 23,897 shares (about $1.00K)Accenture 1,844 shares (about $551.19)Helmerich & Payne 24,850 shares (about $377.00) Largest Sales this Quarter Netflix 471 shares (about $630.73)NVIDIA 3,881 shares (about $613.14)Amphenol 4,909 shares (about $484.70)D.R. Horton 3,014 shares (about $388.59)UnitedHealth Group 1,124 shares (about $350.52) 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$7,151$613 ▼-7.9%45,2643.5%Computer and TechnologyORCLOracle$3,943$268 ▼-6.4%18,0371.9%Computer and TechnologyCOSTCostco Wholesale$3,677$171 ▼-4.5%3,7141.8%Retail/WholesaleWMTWalmart$3,654$232 ▼-6.0%37,3731.8%Retail/WholesaleJPMJPMorgan Chase & Co.$3,628$232 ▼-6.0%12,5161.8%FinanceAPHAmphenol$3,472$485 ▼-12.3%35,1641.7%Computer and TechnologyNFLXNetflix$3,471$631 ▼-15.4%2,5921.7%Consumer DiscretionaryAMZNAmazon.com$3,358$138 ▼-3.9%15,3051.7%Retail/WholesaleSYKStryker$3,174$97 ▼-3.0%8,0211.6%MedicalMSFTMicrosoft$3,089$126 ▼-3.9%6,2101.5%Computer and TechnologyAXPAmerican Express$3,078$204 ▼-6.2%9,6491.5%FinanceVVisa$3,023$128 ▼-4.1%8,5151.5%Business ServicesAAPLApple$3,002$61 ▼-2.0%14,6341.5%Computer and TechnologyAVGOBroadcom$2,923$250 ▼-7.9%10,6051.4%Computer and TechnologyCORCencora$2,880$181 ▼-5.9%9,6051.4%MedicalGWWW.W. Grainger$2,848$74 ▼-2.5%2,7381.4%IndustrialsBKNGBooking$2,806$116 ▼-4.0%4851.4%Retail/WholesaleEMREmerson Electric$2,735$54 ▲2.0%20,5161.4%IndustrialsAFLAflac$2,713$89 ▼-3.2%25,7231.3%FinanceORLYO'Reilly Automotive$2,682$2,497 ▲1,350.3%29,7601.3%Retail/WholesaleADIAnalog Devices$2,543$59 ▼-2.3%10,6851.3%Computer and TechnologyFIFiserv$2,505$57 ▼-2.2%14,5321.2%Business ServicesADPAutomatic Data Processing$2,381$51 ▼-2.1%7,7211.2%Computer and TechnologyITWIllinois Tool Works$2,376$34 ▼-1.4%9,6111.2%IndustrialsLam Research$2,349$79 ▲3.5%24,1281.2%COMCATCaterpillar$2,342$68 ▼-2.8%6,0331.2%IndustrialsCSLCarlisle Companies$2,266$38 ▼-1.7%6,0691.1%Multi-Sector ConglomeratesINTUIntuit$2,261$2 ▼-0.1%2,8711.1%Computer and TechnologyPGProcter & Gamble$2,258$18 ▲0.8%14,1751.1%Consumer StaplesCHDChurch & Dwight$2,252$23 ▼-1.0%23,4311.1%Consumer StaplesSHWSherwin-Williams$2,157$28 ▼-1.3%6,2821.1%Basic MaterialsAMGNAmgen$2,155$25 ▼-1.1%7,7191.1%MedicalMCDMcDonald's$2,118$27 ▼-1.2%7,2501.0%Retail/WholesaleCSCOCisco Systems$2,117$39 ▼-1.8%30,5071.0%Computer and TechnologyFASTFastenal$2,105$1,004 ▲91.2%50,1081.0%Retail/WholesaleEXPDExpeditors International of Washington$2,096$38 ▼-1.8%18,3451.0%TransportationAPDAir Products and Chemicals$2,089$26 ▲1.3%7,4071.0%Basic MaterialsGOOGLAlphabet$2,054$59 ▼-2.8%11,6581.0%Computer and TechnologyECLEcolab$2,030$11 ▲0.5%7,5341.0%Basic MaterialsCTASCintas$1,935$114 ▼-5.6%8,6831.0%Business ServicesCVXChevron$1,917$120 ▲6.7%13,3900.9%EnergyABBVAbbVie$1,913$12 ▼-0.6%10,3070.9%MedicalCLColgate-Palmolive$1,877$8 ▲0.4%20,6490.9%Consumer StaplesPEPPepsiCo$1,842$140 ▲8.3%13,9500.9%Consumer StaplesABTAbbott Laboratories$1,821$28 ▼-1.5%13,3870.9%MedicalTSCOTractor Supply$1,792$132 ▼-6.9%33,9590.9%Retail/WholesaleXOMExxon Mobil$1,776$24 ▼-1.3%16,4700.9%EnergyTMOThermo Fisher Scientific$1,772$37 ▼-2.1%4,3710.9%MedicalSNASnap-On$1,759$41 ▲2.4%5,6530.9%Consumer DiscretionaryNOCNorthrop Grumman$1,639$44 ▼-2.6%3,2780.8%AerospaceSBUXStarbucks$1,633$48 ▼-2.8%17,8240.8%Retail/WholesaleAMDAdvanced Micro Devices$1,547$181 ▲13.2%10,9000.8%Computer and TechnologyVMCVulcan Materials$1,543$64 ▼-4.0%5,9160.8%ConstructionMETAMeta Platforms$1,533$93 ▼-5.7%2,0770.8%Computer and TechnologyJNJJohnson & Johnson$1,523$5 ▼-0.4%9,9710.8%MedicalDOVDover$1,497$54 ▼-3.5%8,1730.7%IndustrialsFDSFactSet Research Systems$1,492$12 ▼-0.8%3,3360.7%Business ServicesHDHome Depot$1,434$104 ▲7.8%3,9110.7%Retail/WholesaleIDXXIDEXX Laboratories$1,419$138 ▲10.8%2,6450.7%MedicalCTSHCognizant Technology Solutions$1,416$19 ▲1.4%18,1440.7%Computer and TechnologyHONHoneywell International$1,404$39 ▼-2.7%6,0300.7%Multi-Sector ConglomeratesMARMarriott International$1,394$140 ▼-9.1%5,1020.7%Consumer DiscretionaryDHID.R. Horton$1,366$389 ▼-22.1%10,5950.7%ConstructionROPRoper Technologies$1,348$14 ▼-1.0%2,3780.7%Computer and TechnologyNEENextEra Energy$1,342$8 ▼-0.6%19,3260.7%UtilitiesAVYAvery Dennison$1,342$12 ▼-0.9%7,6500.7%IndustrialsDISWalt Disney$1,325$66 ▲5.3%10,6860.7%Consumer DiscretionaryDHRDanaher$1,317$175 ▼-11.7%6,6650.7%MedicalTXNTexas Instruments$1,312$61 ▼-4.4%6,3180.6%Computer and TechnologyEWEdwards Lifesciences$1,281$58 ▼-4.4%16,3830.6%MedicalLOWLowe's Companies$1,275$110 ▼-7.9%5,7470.6%Retail/WholesaleGOOGAlphabet$1,265$14 ▼-1.1%7,1290.6%Computer and TechnologyGSThe Goldman Sachs Group$1,248$5 ▲0.4%1,7640.6%FinanceACNAccenture$1,236$551 ▲80.5%4,1350.6%Computer and TechnologyCBRECBRE Group$1,193$57 ▼-4.6%8,5150.6%FinanceRTXRTX$1,151$26 ▼-2.2%7,8840.6%AerospaceADBEAdobe$1,142$281 ▼-19.7%2,9510.6%Computer and TechnologyUNHUnitedHealth Group$1,137$351 ▼-23.6%3,6460.6%MedicalADSKAutodesk$1,113$136 ▼-10.9%3,5960.5%Computer and TechnologyBALLBall$1,112$55 ▼-4.7%19,8270.5%IndustrialsHUBBHubbell$1,082$1,082 ▲New Holding2,6500.5%IndustrialsCHKPCheck Point Software Technologies$1,004$67 ▼-6.3%4,5390.5%Computer and TechnologyBMYBristol Myers Squibb$1,003$115 ▲12.9%21,6590.5%MedicalMSMorgan Stanley$946$48 ▼-4.8%6,7150.5%FinanceEOGEOG Resources$936$41 ▼-4.2%7,8230.5%EnergyLMTLockheed Martin$9170.0%1,9790.5%AerospaceCRMSalesforce$911$63 ▲7.5%3,3420.5%Computer and TechnologyANSSANSYS$905$40 ▼-4.2%2,5770.4%Computer and TechnologyDCIDonaldson$872$180 ▲25.9%12,5780.4%IndustrialsCLXClorox$870$99 ▼-10.2%7,2450.4%Consumer StaplesKMBKimberly-Clark$866$87 ▲11.2%6,7170.4%Consumer StaplesGLGlobe Life$842$27 ▲3.3%6,7770.4%FinanceDEDeere & Company$831$58 ▼-6.6%1,6340.4%IndustrialsFCXFreeport-McMoRan$823$46 ▼-5.3%18,9920.4%Basic MaterialsCICigna Group$816$26 ▲3.3%2,4690.4%MedicalPCARPACCAR$810$32 ▼-3.8%8,5230.4%Auto/Tires/TrucksCVSCVS Health$804$38 ▲4.9%11,6600.4%MedicalSJMJ. M. Smucker$798$16 ▼-2.0%8,1290.4%Consumer StaplesBDXBecton, Dickinson and Company$796$14 ▼-1.8%4,6210.4%MedicalLLYEli Lilly and Company$789$46 ▼-5.5%1,0130.4%MedicalShowing 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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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