Eads & Heald Wealth Management Top Holdings and 13F Report (2026) About Eads & Heald Wealth ManagementInvestment ActivityEads & Heald Wealth Management has $200.74 million in total holdings as of March 31, 2026.Eads & Heald Wealth Management owns shares of 140 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 2.00% of the portfolio was purchased this quarter.About 3.98% of the portfolio was sold this quarter.This quarter, Eads & Heald Wealth Management has purchased 141 new stocks and bought additional shares in 41 stocks.Eads & Heald Wealth Management sold shares of 92 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $6,468,147Walmart $4,139,021Lam Research $4,046,079Costco Wholesale $3,556,438Apple $3,464,330 Largest New Holdings this Quarter 375558103 - Gilead Sciences $854,059 Holding704326107 - Paychex $237,117 Holding Largest Purchases this Quarter Gilead Sciences 6,128 shares (about $854.06K)Hubbell 852 shares (about $418.11K)Eli Lilly and Company 311 shares (about $285.95K)Paychex 2,574 shares (about $237.12K)Waters 775 shares (about $230.80K) Largest Sales this Quarter Caterpillar 1,261 shares (about $893.35K)Lam Research 4,051 shares (about $865.54K)NVIDIA 2,905 shares (about $506.63K)Amphenol 3,316 shares (about $418.98K)Starbucks 4,413 shares (about $395.35K) 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$6,468,147$506,632 ▼-7.3%37,0883.2%Computer and TechnologyWalmart$4,139,021$258,378 ▼-5.9%33,3042.1%COMLam Research$4,046,079$865,537 ▼-17.6%18,9372.0%COMCOSTCostco Wholesale$3,556,438$36,870 ▼-1.0%3,5691.8%Retail/WholesaleAAPLApple$3,464,330$26,649 ▼-0.8%13,6501.7%Computer and TechnologyJPMJPMorgan Chase & Co.$3,367,132$56,477 ▼-1.6%11,4471.7%FinanceAPHAmphenol$3,349,665$418,977 ▼-11.1%26,5111.7%Computer and TechnologyADIAnalog Devices$3,147,995$181,340 ▼-5.4%9,8951.6%Computer and TechnologyAMZNAmazon.com$3,057,404$18,119 ▼-0.6%14,6801.5%Retail/WholesaleGWWW.W. Grainger$2,896,101$31,633 ▼-1.1%2,6551.4%IndustrialsCVXChevron$2,870,870$25,655 ▲0.9%13,8761.4%EnergyCATCaterpillar$2,861,399$893,346 ▼-23.8%4,0391.4%IndustrialsGOOGLAlphabet$2,824,012$107,543 ▼-3.7%9,8211.4%Computer and TechnologyXOMExxonMobil$2,802,843$20,529 ▲0.7%16,5201.4%EnergyCORCencora$2,799,773$34,243 ▲1.2%8,9121.4%MedicalAVGOBroadcom$2,730,807$191,277 ▼-6.5%8,8231.4%Computer and TechnologyAXPAmerican Express$2,705,351$39,927 ▼-1.5%8,9441.3%FinanceAFLAflac$2,669,135$14,591 ▼-0.5%24,3291.3%FinanceAMGNAmgen$2,664,771$48,553 ▼-1.8%7,5741.3%MedicalORLYO'Reilly Automotive$2,568,618$32,770 ▼-1.3%27,8261.3%Retail/WholesaleSYKStryker$2,560,833$2,300 ▲0.1%7,7931.3%MedicalEMREmerson Electric$2,557,969$49,920 ▼-1.9%19,5231.3%IndustrialsEXPDExpeditors International of Washington$2,520,447$49,415 ▼-1.9%17,5971.3%TransportationVVisa$2,482,297$3,627 ▲0.1%8,2131.2%Business ServicesITWIllinois Tool Works$2,467,731$7,548 ▼-0.3%9,4811.2%IndustrialsJNJJohnson & Johnson$2,384,268$61,843 ▼-2.5%9,7541.2%MedicalHUBBHubbell$2,371,256$418,111 ▲21.4%4,8321.2%IndustrialsNFLXNetflix$2,319,138$40,383 ▼-1.7%24,1201.2%Consumer DiscretionaryPEPPepsiCo$2,284,331$51,712 ▲2.3%14,7101.1%Consumer StaplesCSCOCisco Systems$2,231,178$31,502 ▼-1.4%28,7561.1%Computer and TechnologyFASTFastenal$2,192,214$25,520 ▼-1.2%47,2461.1%Retail/WholesaleMCDMcDonald's$2,191,946$25,795 ▼-1.2%7,0531.1%Retail/WholesaleMSFTMicrosoft$2,174,105$20,360 ▼-0.9%5,8731.1%Computer and TechnologyCHDChurch & Dwight$2,153,966$9,332 ▲0.4%23,0811.1%Consumer StaplesTMOThermo Fisher Scientific$2,128,905$5,899 ▼-0.3%4,3311.1%MedicalORCLOracle$2,112,529$13,976 ▼-0.7%14,3601.1%Computer and TechnologyPGProcter & Gamble$2,112,276$72,364 ▲3.5%14,6241.1%Consumer StaplesNOCNorthrop Grumman$2,085,485$95,508 ▼-4.4%3,0571.0%AerospaceSNASnap-On$2,053,283$33,416 ▼-1.6%5,6531.0%Consumer DiscretionaryABBVAbbVie$2,015,784$51,765 ▼-2.5%9,2681.0%MedicalSHWSherwin-Williams$2,000,136$23,399 ▼-1.2%6,2401.0%Basic MaterialsAPDAir Products and Chemicals$1,993,371$15,977 ▼-0.8%6,8621.0%Basic MaterialsECLEcolab$1,988,766$6,651 ▲0.3%7,4761.0%Basic MaterialsAMDAdvanced Micro Devices$1,984,867$121,041 ▼-5.7%9,7571.0%Computer and TechnologyCSLCarlisle Companies$1,953,318$4,003 ▼-0.2%5,8551.0%Multi-Sector ConglomeratesRTXRTX$1,947,518$91,242 ▲4.9%10,0961.0%AerospaceBKNGBooking$1,939,484$33,657 ▼-1.7%4611.0%Retail/WholesaleNEENextEra Energy$1,907,012$41,703 ▲2.2%20,5321.0%UtilitiesCLColgate-Palmolive$1,815,655$47,644 ▲2.7%21,3030.9%Consumer StaplesADPAutomatic Data Processing$1,668,108$124,143 ▲8.0%8,2100.8%Computer and TechnologyDOVDover$1,645,442$43,773 ▼-2.6%7,8940.8%IndustrialsIDXXIDEXX Laboratories$1,642,966$56,751 ▲3.6%2,9240.8%MedicalMARMarriott International$1,573,861$82,422 ▼-5.0%4,8120.8%Consumer DiscretionaryGOOGAlphabet$1,511,065$141,411 ▼-8.6%5,2680.8%Computer and TechnologyVMCVulcan Materials$1,501,462$38,394 ▼-2.5%5,5140.7%ConstructionABTAbbott Laboratories$1,450,008$99,179 ▲7.3%14,1230.7%MedicalTSCOTractor Supply$1,441,174$48,924 ▼-3.3%31,8140.7%Retail/WholesaleCTASCintas$1,395,236$846 ▲0.1%8,2490.7%Business ServicesDHID.R. Horton$1,361,826$26,073 ▼-1.9%9,9240.7%ConstructionGSThe Goldman Sachs Group$1,351,892$99,827 ▼-6.9%1,5980.7%FinanceLOWLowe's Companies$1,334,982$11,578 ▼-0.9%5,6500.7%Retail/WholesaleHONHoneywell International$1,334,707$16,952 ▼-1.3%5,9050.7%Multi-Sector ConglomeratesDHRDanaher$1,314,459$136,318 ▲11.6%6,9330.7%MedicalBMYBristol Myers Squibb$1,299,669$87,761 ▲7.2%21,4290.6%MedicalAVYAvery Dennison$1,277,659$6,562 ▼-0.5%7,3990.6%IndustrialsMETAMeta Platforms$1,267,268$119,575 ▲10.4%2,2150.6%Computer and TechnologyHDHome Depot$1,263,063$987 ▲0.1%3,8400.6%Retail/WholesaleDCIDonaldson$1,223,656$22,915 ▼-1.8%14,4180.6%IndustrialsTXNTexas Instruments$1,200,523$24,461 ▼-2.0%6,1840.6%Computer and TechnologyEWEdwards Lifesciences$1,198,077$28,188 ▼-2.3%14,9610.6%MedicalINTUIntuit$1,175,252$53,617 ▼-4.4%2,7180.6%Computer and TechnologySBUXStarbucks$1,145,740$395,352 ▼-25.7%12,7890.6%Retail/WholesaleCICigna Group$1,145,691$9,870 ▼-0.9%4,2950.6%MedicalCTSHCognizant Technology Solutions$1,136,754$72,086 ▼-6.0%18,5290.6%Computer and TechnologyLLYEli Lilly and Company$1,121,751$285,955 ▲34.2%1,2200.6%MedicalLMTLockheed Martin$1,073,397$6,648 ▼-0.6%1,7760.5%AerospaceVLOValero Energy$1,061,196$70,664 ▼-6.2%4,2950.5%EnergyFCXFreeport-McMoRan$1,051,868$91,227 ▼-8.0%17,8950.5%Basic MaterialsBALLBall$1,029,401$296 ▲0.0%17,4150.5%IndustrialsCBRECBRE Group$1,017,982$14,765 ▼-1.4%7,5150.5%FinanceDISWalt Disney$1,002,044$5,397 ▼-0.5%10,3970.5%Consumer DiscretionaryEOGEOG Resources$971,727$59,712 ▼-5.8%6,7210.5%EnergyMSMorgan Stanley$941,834$75,702 ▼-7.4%5,7230.5%FinancePCARPACCAR$923,769$12,705 ▼-1.4%7,9980.5%Auto/Tires/TrucksRoper Technologies$891,465$69,364 ▲8.4%2,5190.4%COMGLGlobe Life$879,554$29,226 ▼-3.2%6,3200.4%FinanceGILDGilead Sciences$854,059$854,059 ▲New Holding6,1280.4%MedicalDEDeere & Company$839,880$45,064 ▼-5.1%1,4910.4%IndustrialsADSKAutodesk$803,905$45,247 ▼-5.3%3,3580.4%Computer and TechnologyIBMInternational Business Machines$797,439$70,049 ▼-8.1%3,2900.4%Computer and TechnologyCVSCVS Health$780,1810.0%10,8630.4%MedicalSHELShell$757,113$136,245 ▲21.9%8,1410.4%EnergyCLXClorox$753,960$227,173 ▲43.1%7,2750.4%Consumer StaplesMTDMettler-Toledo International$726,451$13,873 ▼-1.9%5760.4%MedicalSJMJ. M. Smucker$716,279$25,364 ▼-3.4%7,4270.4%Consumer StaplesBDXBecton, Dickinson and Company$712,724$7,075 ▲1.0%4,5330.4%MedicalDLTRDollar Tree$701,521$33,510 ▲5.0%6,4060.3%Retail/WholesaleArista Networks$697,022$140,829 ▲25.3%5,6770.3%COMVZVerizon Communications$695,722$36,897 ▲5.6%13,8590.3%Computer and TechnologyNKENIKE$679,952$73,842 ▼-9.8%12,8730.3%Consumer DiscretionaryShowing 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. 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