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CIK: 0001035912
Total reported value
$204.0M
$204.0M
138 檔
9.4%
As reported in its official Q1 2025 Form 13F filing, Eads & Heald Wealth Management's tracked investment portfolio stood at $204.0M with 138 total positions.
In Q1 2025, Eads & Heald Wealth Management displayed an active expansion posture, initiating 138 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.71% | +0.06% | -6.16% | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.87% | -0.25% | -3.52% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 1.77% | -0.31% | -5.97% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.05% | -2.51% | |
| 5 | FISV | Fiserv Inc | Stock-Other | 1.67% | -0.07% | -10.38% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | +0.02% | -4.23% | |
| 7 | ✓ | Stock-Other | 1.58% | — | -5.58% | ||
| 8 | SYK | Stryker CORP | Stock-Healthcare | 1.56% | -0.15% | -3.39% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.08% | -2.69% | |
| 10 | AFL | Aflac Inc | Stock-Financials | 1.50% | -0.02% | -4.56% | |
| 11 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.49% | -0.10% | -3.25% | |
| 12 | ✓ | Stock-Other | 1.45% | — | -7.32% | ||
| 13 | COR | Cencora Inc | Stock-Healthcare | 1.44% | -0.23% | -4.56% | |
| 14 | GWW | Ww Grainger Inc | Stock-Industrials | 1.41% | +0.21% | -0.46% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.41% | +0.04% | -5.51% | |
| 16 | ✓ | Stock-Other | 1.37% | — | -4.04% | ||
| 17 | APH | Amphenol Corp-cl A | Stock-Tech | 1.33% | +0.40% | +0.60% | |
| 18 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.32% | -0.04% | -1.23% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.27% | +0.12% | -1.79% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.24% | -0.08% | -2.17% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.08% | -2.25% | |
| 22 | ITW | Illinois Tool Works | Stock-Industrials | 1.23% | -0.04% | -1.25% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 1.22% | +0.05% | -2.74% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.22% | -0.03% | -1.24% | |
| 25 | ✓ | Stock-Other | 1.18% | — | -6.65% | ||
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.16% | -0.18% | -1.67% | |
| 27 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.14% | +0.05% | -1.92% | |
| 28 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.13% | +0.04% | -2.26% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.13% | -0.06% | -1.09% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 1.12% | +0.02% | +1.18% | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 1.12% | +0.14% | -1.96% | |
| 32 | ✓ | Stock-Other | 1.10% | — | -6.07% | ||
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.10% | -0.07% | +0.95% | |
| 34 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.07% | +0.03% | -1.39% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.39% | -2.17% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 1.04% | +0.35% | -3.63% | |
| 37 | FAST | Fastenal Co | Stock-Industrials | 1.03% | -0.01% | -2.15% | |
| 38 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.02% | -0.59% | +0.07% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.40% | -0.31% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | -0.20% | -0.63% | |
| 41 | ✓ | Stock-Other | 0.98% | — | -4.42% | ||
| 42 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.98% | +0.07% | -0.04% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.25% | -0.54% | |
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.97% | -0.02% | -1.33% | |
| 45 | CTAS | Cintas CORP | Stock-Industrials | 0.96% | -0.07% | -0.95% | |
| 46 | SNA | Snap-on Inc | Stock-Industrials | 0.95% | +0.01% | -4.53% | |
| 47 | ✓ | Stock-Other | 0.94% | — | -2.69% | ||
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.92% | -0.15% | -2.50% | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.91% | +0.12% | +0.55% | |
| 50 | INTU | Intuit Inc | Stock-Tech | 0.90% | -0.33% | +4.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 3 | WMT | Walmart Inc | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | FISV | Fiserv Inc | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | ✓ | — | NEW | New buy | |
| 8 | SYK | Stryker CORP | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | AFL | Aflac Inc | — | NEW | New buy |
| 11 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 12 | ✓ | — | NEW | New buy | |
| 13 | COR | Cencora Inc | — | NEW | New buy |
| 14 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 15 | AXP | American Express Co | — | NEW | New buy |
| 16 | ✓ | — | NEW | New buy | |
| 17 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 18 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 19 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 20 | AMGN | Amgen Inc | — | NEW | New buy |
| 21 | MSFT | Microsoft CORP | — | NEW | New buy |
| 22 | ITW | Illinois Tool Works | — | NEW | New buy |
| 23 | ADP | Automatic Data Processing | — | NEW | New buy |
| 24 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 25 | ✓ | — | NEW | New buy | |
| 26 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 27 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 28 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 29 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 30 | EMR | Emerson Electric Co | — | NEW | New buy |
| 31 | ADI | Analog Devices Inc | — | NEW | New buy |
| 32 | ✓ | — | NEW | New buy | |
| 33 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 34 | CSL | Carlisle Cos Inc | — | NEW | New buy |
| 35 | CVX | Chevron CORP | — | NEW | New buy |
| 36 | CAT | Caterpillar Inc | — | NEW | New buy |
| 37 | FAST | Fastenal Co | — | NEW | New buy |
| 38 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 39 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 40 | PEP | Pepsico Inc | — | NEW | New buy |
| 41 | ✓ | — | NEW | New buy | |
| 42 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 43 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 44 | ECL | Ecolab Inc | — | NEW | New buy |
| 45 | CTAS | Cintas CORP | — | NEW | New buy |
| 46 | SNA | Snap-on Inc | — | NEW | New buy |
| 47 | ✓ | — | NEW | New buy | |
| 48 | ABT | Abbott Laboratories | — | NEW | New buy |
| 49 | SBUX | Starbucks CORP | — | NEW | New buy |
| 50 | INTU | Intuit Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Eads & Heald Wealth Management reported a total U.S. public equity portfolio value of $204.0M across 138 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, COST, WMT) accounted for 9.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $5.3M
During Q1 2025, Eads & Heald Wealth Management's top holdings by market value included NVDA (2.7%)、COST (1.9%)、WMT (1.8%). The largest single position, NVDA, represented 2.7% of total portfolio value.
In Q1 2025, Eads & Heald Wealth Management made 138 total portfolio adjustments, initiating 138 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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