The Analysis of EADS & HEALD WEALTH MANAGEMENT's Holdings


Currently, EADS & HEALD WEALTH MANAGEMENT holds 139 types of securities in its portfolio with a total value $209.5K. In the most recent quarter, they have increased their positions in ANET (+5.6K shares, valued at $815), CI (+2.3K shares, valued at $659.2676619007569), SNPS (+866 shares, valued at $427); decreased their positions in N/A (-2.7K shares, valued at $755.1999739447629), APH (-2.8K shares, valued at $344.3834656125506), NVDA (-1.8K shares, valued at $336.0170489841934); initiated new positions in ANET (+5.6K shares, valued at $815), SNPS (+866 shares, valued at $427), DLTR (+4.1K shares, valued at $387).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA Nvidia43.5K shares-3.98%2025-09-302025-10-22history
Oracle Corp. Oracle Corp.15.4K shares-14.89%2025-09-302025-10-22history
APH Amphenol32.4K shares-7.91%2025-09-302025-10-22history
WMT Walmart36.9K shares-1.30%2025-09-302025-10-22history
JPM J.P. Morgan Chase12.0K shares-4.40%2025-09-302025-10-22history
AAPL Apple14.2K shares-3.25%2025-09-302025-10-22history
COST Costco3.7K shares-1.32%2025-09-302025-10-22history
Broadcom Broadcom10.2K shares-3.48%2025-09-302025-10-22history
Sponsored
AMZN Amazon.com15.1K shares-1.54%2025-09-302025-10-22history
LRCX Lam Research24.4K shares1.04%2025-09-302025-10-22history
MSFT Microsoft6.1K shares-1.87%2025-09-302025-10-22history
AXP American Express9.4K shares-2.90%2025-09-302025-10-22history
ORLY O'Reilly Auto28.6K shares-3.97%2025-09-302025-10-22history
Netflix Netflix2.5K shares-2.85%2025-09-302025-10-22history
COR Cencora9.4K shares-2.05%2025-09-302025-10-22history
SYK Stryker7.9K shares-1.07%2025-09-302025-10-22history
Sponsored
AFL AFLAC25.5K shares-0.80%2025-09-302025-10-22history
Visa Visa8.3K shares-2.14%2025-09-302025-10-22history
CAT Caterpillar5.8K shares-4.59%2025-09-302025-10-22history
Alphabet Class A Alphabet Class A11.1K shares-4.70%2025-09-302025-10-22history
EMR Emerson Electric20.2K shares-1.55%2025-09-302025-10-22history
ADI Analog Devices10.6K shares-0.44%2025-09-302025-10-22history
GWW W.W. Grainger2.7K shares-0.44%2025-09-302025-10-22history
Booking Holdings Booking Holdings479 shares-1.24%2025-09-302025-10-22history
Sponsored
ITW Illinois Tool Works9.6K shares0.23%2025-09-302025-10-22history
FAST Fastenal Co.48.7K shares-2.90%2025-09-302025-10-22history
AbbVie AbbVie10.0K shares-3.38%2025-09-302025-10-22history
EXPD Expeditors Int'l18.3K shares-0.50%2025-09-302025-10-22history
ADP Automatic Data Processing7.6K shares-1.27%2025-09-302025-10-22history
MCD McDonalds7.2K shares-0.86%2025-09-302025-10-22history
SHW Sherwin-Williams6.3K shares0.41%2025-09-302025-10-22history
PG Procter & Gamble14.2K shares0.18%2025-09-302025-10-22history
Sponsored
AMGN Amgen7.7K shares0.03%2025-09-302025-10-22history
TMO Thermo Fisher Scientific4.4K shares-0.39%2025-09-302025-10-22history
CVX Chevron Corp.13.3K shares-0.43%2025-09-302025-10-22history
CSCO Cisco Systems30.2K shares-1.06%2025-09-302025-10-22history
ECL Ecolab7.5K shares-0.29%2025-09-302025-10-22history
CHD Church & Dwight23.2K shares-0.97%2025-09-302025-10-22history
SNA Snap-on5.8K shares2.74%2025-09-302025-10-22history
APD Air Products & Chem.7.3K shares-0.77%2025-09-302025-10-22history
Sponsored
PEP PepsiCo14.2K shares1.71%2025-09-302025-10-22history
NOC Northrop Grumman3.3K shares-0.55%2025-09-302025-10-22history
CSL Carlisle6.0K shares-1.10%2025-09-302025-10-22history
INTU Intuit2.9K shares0.70%2025-09-302025-10-22history
TSCO Tractor Supply Co.33.5K shares-1.47%2025-09-302025-10-22history
JNJ Johnson & Johnson10.2K shares2.08%2025-09-302025-10-22history
XOM ExxonMobil16.5K shares0.13%2025-09-302025-10-22history
IDXX IDEXX Laboratories2.8K shares7.71%2025-09-302025-10-22history
Sponsored
ABT Abbott Laboratories13.5K shares0.49%2025-09-302025-10-22history
D.R. Horton D.R. Horton10.6K shares-0.15%2025-09-302025-10-22history
VMC Vulcan Materials5.8K shares-1.69%2025-09-302025-10-22history
AMD Advanced Micro10.9K shares-0.05%2025-09-302025-10-22history
FI Fiserv13.6K shares-6.76%2025-09-302025-10-22history
CTAS Cintas8.4K shares-2.95%2025-09-302025-10-22history
CL Colgate Palmolive20.6K shares-0.18%2025-09-302025-10-22history
Alphabet Class C Alphabet Class C6.7K shares-5.71%2025-09-302025-10-22history
Sponsored
HD Home Depot3.8K shares-2.48%2025-09-302025-10-22history
HUBB Hubbell3.6K shares35.47%2025-09-302025-10-22history
NextEra Energy NextEra Energy20.1K shares3.77%2025-09-302025-10-22history
SBUX Starbucks17.8K shares0.00%2025-09-302025-10-22history
LOW Lowes5.9K shares3.05%2025-09-302025-10-22history
META Meta Platforms2.0K shares-2.84%2025-09-302025-10-22history
Goldman Sachs Group Goldman Sachs Group1.7K shares-0.91%2025-09-302025-10-22history
DOV Dover8.2K shares0.93%2025-09-302025-10-22history
Sponsored
CI Cigna4.8K shares92.63%2025-09-302025-10-22history
MAR Marriott Intl. Class A5.1K shares0.84%2025-09-302025-10-22history
RTX Corp. RTX Corp.7.9K shares0.03%2025-09-302025-10-22history
CTSH Cognizant Tech19.2K shares5.62%2025-09-302025-10-22history
HON Honeywell6.1K shares0.71%2025-09-302025-10-22history
CBRE Group CBRE Group7.9K shares-7.11%2025-09-302025-10-22history
DCI Donaldson15.2K shares20.99%2025-09-302025-10-22history
DHR Danaher6.3K shares-5.81%2025-09-302025-10-22history
Sponsored
EW Edwards Lifesciences15.9K shares-2.95%2025-09-302025-10-22history
AVY Avery Dennison7.6K shares-0.76%2025-09-302025-10-22history
TXN Texas Instruments6.4K shares1.65%2025-09-302025-10-22history
DIS Walt Disney10.3K shares-3.75%2025-09-302025-10-22history
ROP Roper Technologies2.3K shares-2.61%2025-09-302025-10-22history
ADSK Autodesk3.6K shares0.50%2025-09-302025-10-22history
Globe Life Globe Life7.2K shares6.94%2025-09-302025-10-22history
MS Morgan Stanley6.4K shares-4.32%2025-09-302025-10-22history
Sponsored
BALL Ball Corp.19.4K shares-2.38%2025-09-302025-10-22history
Check Point Software Check Point Software4.5K shares-0.24%2025-09-302025-10-22history
FDS Factset Research3.3K shares-2.16%2025-09-302025-10-22history
LMT Lockheed Martin1.9K shares-5.36%2025-09-302025-10-22history
UNH UnitedHealth Group2.7K shares-26.22%2025-09-302025-10-22history
Accenture plc Accenture plc3.8K shares-9.02%2025-09-302025-10-22history
CLX Clorox7.4K shares1.55%2025-09-302025-10-22history
Adobe Systems Adobe Systems2.6K shares-13.49%2025-09-302025-10-22history
Sponsored
EOG Resources EOG Resources8.0K shares1.92%2025-09-302025-10-22history
BMY Bristol-Myers Squibb19.5K shares-10.07%2025-09-302025-10-22history
CVS CVS Health11.3K shares-3.34%2025-09-302025-10-22history
GPC Genuine Parts6.1K shares-1.85%2025-09-302025-10-22history
KMB Kimberly Clark6.7K shares0.15%2025-09-302025-10-22history
Valero Energy Corp Valero Energy Corp4.8K shares-0.37%2025-09-302025-10-22history
SJM J.M. Smucker7.5K shares-7.39%2025-09-302025-10-22history
PCAR PACCAR Inc.8.3K shares-2.35%2025-09-302025-10-22history
Sponsored
ANET Arista Networks5.6K sharesnew addition2025-09-302025-10-22history
BDX Becton Dickinson4.3K shares-6.88%2025-09-302025-10-22history
Freeport-McMoRan Freeport-McMoRan19.7K shares3.90%2025-09-302025-10-22history
DE Deere1.7K shares1.04%2025-09-302025-10-22history
LLY Eli Lilly979 shares-3.36%2025-09-302025-10-22history
MTD Mettler-Toledo Int'l587 shares5.39%2025-09-302025-10-22history
Salesforce Salesforce2.9K shares-13.76%2025-09-302025-10-22history
ADM Archer Daniels Midland10.6K shares-7.87%2025-09-302025-10-22history
Sponsored
ITT Corporation ITT Corporation3.5K shares0.00%2025-09-302025-10-22history
VZ Verizon13.5K shares-4.06%2025-09-302025-10-22history
AVT Avnet10.9K shares-9.62%2025-09-302025-10-22history
NKE Nike8.1K shares-5.30%2025-09-302025-10-22history
IBM IBM1.9K shares-12.41%2025-09-302025-10-22history
Truist Financial Truist Financial11.7K shares2.83%2025-09-302025-10-22history
MDLZ Mondelez International8.5K shares0.00%2025-09-302025-10-22history
ConocoPhillips ConocoPhillips5.4K shares23.26%2025-09-302025-10-22history
Sponsored
FITB Fifth Third Bancorp11.3K shares4.42%2025-09-302025-10-22history
Mastercard Mastercard882 shares0.00%2025-09-302025-10-22history
GIS General Mills9.3K shares-15.75%2025-09-302025-10-22history
MMC Marsh & McLennan2.3K shares-5.12%2025-09-302025-10-22history
PHM Pulte Corp3.2K shares-1.07%2025-09-302025-10-22history
SNPS Synopsys866 sharesnew addition2025-09-302025-10-22history
HP Helmerich & Payne19.1K shares-23.26%2025-09-302025-10-22history
Merck Merck4.8K shares6.13%2025-09-302025-10-22history
Sponsored
ELV Elevance1.2K shares46.37%2025-09-302025-10-22history
DLTR Dollar Tree4.1K sharesnew addition2025-09-302025-10-22history
Constellation Brands Constellation Brands2.5K shares-20.52%2025-09-302025-10-22history
C Citigroup3.1K shares-13.04%2025-09-302025-10-22history
Quest Diagnostics Quest Diagnostics1.5K shares-2.88%2025-09-302025-10-22history
TOL Toll Brothers2.0K shares0.00%2025-09-302025-10-22history
GGG Graco Inc.3.2K shares0.00%2025-09-302025-10-22history
LNC Lincoln National Corp.6.7K shares-4.91%2025-09-302025-10-22history
Sponsored
AT&T AT&T9.3K shares-5.11%2025-09-302025-10-22history
WAT Waters Corp.853 shares-33.46%2025-09-302025-10-22history
SHEL Shell3.4K shares-9.10%2025-09-302025-10-22history
RIO Rio Tinto Group3.4K shares-15.02%2025-09-302025-10-22history
APA Apache Corp.9.1K sharesnew addition2025-09-302025-10-22history
Duke Energy Duke Energy1.8K shares-0.28%2025-09-302025-10-22history
PFE Pfizer8.6K sharesnew addition2025-09-302025-10-22history
BAC Bank of America4.2K shares-10.83%2025-09-302025-10-22history
Sponsored
A Agilent Technologies1.6K sharesnew addition2025-09-302025-10-22history
HP, Inc. HP, Inc.7.6K sharesnew addition2025-09-302025-10-22history
GD General Dynamics595 sharesnew addition2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available