EADS & HEALD WEALTH MANAGEMENT Diversified Active

Location: Atlanta, GA

CIK: 0001035912 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 31, 2022

Total Value: $230M (100.0% shares, 0.0% debt)

Holdings (146)

AAPL Apple 1.8%
Value $4.111M Shares 23,150 Est. Cost $77.97 Unrealized +98.4%
COST Costco 1.7%
Value $4.006M Shares 7,056 Est. Cost $88.24 Unrealized +453.2%
TMO Thermo Fisher Scientific 1.7%
Value $4.003M Shares 5,999 Est. Cost $80.23 Unrealized +669.3%
MSFT Microsoft 1.4%
Value $3.304M Shares 9,824 Est. Cost $26.70 Unrealized +1073.7%
UNH UnitedHealth Group 1.4%
Value $3.29M Shares 6,551 Est. Cost $164.29 Unrealized +157.0%
AMZN Amazon.com 1.4%
Value $3.188M Shares 956 Est. Cost $19.15 Unrealized +793.7%
EW Edwards Lifesciences 1.4%
Value $3.166M Shares 24,442 Est. Cost $58.28 Unrealized +100.1%
DHR Danaher 1.4%
Value $3.158M Shares 9,599 Est. Cost $29.73 Unrealized +808.4%
ITW Illinois Tool Works 1.4%
Value $3.146M Shares 12,749 Est. Cost $55.95 Unrealized +275.9%
CHD Church & Dwight 1.4%
Value $3.125M Shares 30,485 Est. Cost $36.85 Unrealized +134.4%
NVDA Nvidia 1.4%
Value $3.118M Shares 10,600 Est. Cost $16.45 Unrealized +66.9%
EXPD Expeditors Int'l 1.4%
Value $3.112M Shares 23,172 Est. Cost $66.24 Unrealized +79.7%
SYK Stryker 1.3%
Value $3.095M Shares 11,575 Est. Cost $58.86 Unrealized +326.6%
GWW W.W. Grainger 1.3%
Value $3.057M Shares 5,898 Est. Cost $188.99 Unrealized +139.4%
APH Amphenol 1.3%
Value $3.045M Shares 34,819 Est. Cost $20.85 Unrealized +86.7%
SHW Sherwin-Williams 1.3%
Value $2.951M Shares 8,381 Est. Cost $198.20 Unrealized +57.0%
ADP Automatic Data Processing 1.3%
Value $2.937M Shares 11,912 Est. Cost $47.72 Unrealized +334.3%
PG Procter & Gamble 1.3%
Value $2.935M Shares 17,945 Est. Cost $57.33 Unrealized +134.0%
PEP PepsiCo 1.3%
Value $2.904M Shares 16,716 Est. Cost $59.69 Unrealized +140.3%
Oracle Corp. 1.3%
Value $2.878M Shares 33,005 Est. Cost $31.85 Unrealized
JPM J.P. Morgan Chase 1.2%
Value $2.853M Shares 18,018 Est. Cost $39.44 Unrealized +274.9%
ORLY O'Reilly Auto 1.2%
Value $2.793M Shares 3,955 Est. Cost $9.73 Unrealized +344.9%
AXP American Express 1.2%
Value $2.769M Shares 16,928 Est. Cost $59.31 Unrealized +172.8%
BALL Ball Corp. 1.2%
Value $2.762M Shares 28,691 Est. Cost $27.97 Unrealized +212.6%
CSL Carlisle 1.2%
Value $2.752M Shares 11,091 Est. Cost $65.02 Unrealized +236.9%
Visa 1.2%
Value $2.71M Shares 12,503 Est. Cost $98.08 Unrealized
MCD McDonalds 1.2%
Value $2.655M Shares 9,905 Est. Cost $97.11 Unrealized +136.4%
APD Air Products & Chem. 1.1%
Value $2.621M Shares 8,613 Est. Cost $118.55 Unrealized +122.4%
NKE Nike 1.1%
Value $2.607M Shares 15,640 Est. Cost $41.89 Unrealized +269.0%
CVS CVS Health 1.1%
Value $2.601M Shares 25,212 Est. Cost $50.98 Unrealized +57.9%
EMR Emerson Electric 1.1%
Value $2.592M Shares 27,875 Est. Cost $43.38 Unrealized +99.4%
CSCO Cisco Systems 1.1%
Value $2.58M Shares 40,708 Est. Cost $20.57 Unrealized +145.3%
ECL Ecolab 1.1%
Value $2.567M Shares 10,941 Est. Cost $77.69 Unrealized +177.4%
CTSH Cognizant Tech 1.1%
Value $2.554M Shares 28,782 Est. Cost $40.15 Unrealized +87.5%
AFL AFLAC 1.1%
Value $2.547M Shares 43,612 Est. Cost $28.81 Unrealized +77.0%
WMT Walmart 1.1%
Value $2.475M Shares 17,105 Est. Cost $23.70 Unrealized +90.6%
ABT Abbott Laboratories 1.1%
Value $2.463M Shares 17,503 Est. Cost $33.03 Unrealized +259.3%
FISV Fiserv 1.0%
Value $2.408M Shares 23,199 Est. Cost $46.82 Unrealized +120.8%
Alphabet Class A 1.0%
Value $2.39M Shares 825 Est. Cost $777.78 Unrealized
NextEra Energy 1.0%
Value $2.385M Shares 25,548 Est. Cost $78.75 Unrealized
DIS Walt Disney 1.0%
Value $2.381M Shares 15,373 Est. Cost $60.32 Unrealized +161.6%
FAST Fastenal Co. 1.0%
Value $2.325M Shares 36,291 Est. Cost $14.01 Unrealized +90.3%
DLTR Dollar Tree 1.0%
Value $2.234M Shares 15,901 Est. Cost $84.29 Unrealized +44.1%
BDX Becton Dickinson 1.0%
Value $2.219M Shares 8,825 Est. Cost $108.04 Unrealized +106.8%
CL Colgate Palmolive 1.0%
Value $2.209M Shares 25,884 Est. Cost $46.53 Unrealized +52.4%
AMGN Amgen 1.0%
Value $2.208M Shares 9,815 Est. Cost $79.48 Unrealized +132.9%
INTU Intuit 1.0%
Value $2.196M Shares 3,414 Est. Cost $91.87 Unrealized +554.7%
D.R. Horton 0.9%
Value $2.18M Shares 20,103 Est. Cost $36.92 Unrealized
LOW Lowes 0.9%
Value $2.154M Shares 8,334 Est. Cost $46.18 Unrealized +376.0%
JNJ Johnson & Johnson 0.9%
Value $2.148M Shares 12,555 Est. Cost $62.23 Unrealized +133.1%
FDS Factset Research 0.9%
Value $2.07M Shares 4,259 Est. Cost $156.25 Unrealized +175.9%
Cerner 0.9%
Value $2.062M Shares 22,200 Est. Cost $58.84 Unrealized
AbbVie 0.9%
Value $2.023M Shares 14,939 Est. Cost $105.45 Unrealized
AVY Avery Dennison 0.9%
Value $2.016M Shares 9,308 Est. Cost $83.52 Unrealized +138.2%
HD Home Depot 0.9%
Value $2M Shares 4,819 Est. Cost $69.06 Unrealized +396.9%
GPC Genuine Parts 0.8%
Value $1.936M Shares 13,812 Est. Cost $64.31 Unrealized +83.5%
Verisk Analytics 0.8%
Value $1.9M Shares 8,307 Est. Cost $200.74 Unrealized
NOC Northrop Grumman 0.8%
Value $1.88M Shares 4,857 Est. Cost $140.13 Unrealized +148.5%
META Meta Platforms 0.8%
Value $1.879M Shares 5,586 Est. Cost $110.03 Unrealized +199.6%
MMM 3M Co. 0.8%
Value $1.837M Shares 10,341 Est. Cost $74.78 Unrealized +70.2%
HON Honeywell 0.8%
Value $1.778M Shares 8,528 Est. Cost $64.54 Unrealized +186.7%
IDXX IDEXX Laboratories 0.8%
Value $1.759M Shares 2,672 Est. Cost $83.49 Unrealized +651.9%
DOV Dover 0.8%
Value $1.732M Shares 9,539 Est. Cost $41.41 Unrealized +288.6%
SBUX Starbucks 0.7%
Value $1.68M Shares 14,360 Est. Cost $40.51 Unrealized +152.3%
TSCO Tractor Supply Co. 0.7%
Value $1.654M Shares 6,931 Est. Cost $32.81 Unrealized +24.1%
CVX Chevron Corp. 0.7%
Value $1.637M Shares 13,954 Est. Cost $72.98 Unrealized +31.7%
ROP Roper Technologies 0.7%
Value $1.631M Shares 3,317 Est. Cost $118.61 Unrealized +291.2%
VZ Verizon 0.7%
Value $1.625M Shares 31,267 Est. Cost $30.77 Unrealized +31.3%
AMD Advanced Micro 0.7%
Value $1.608M Shares 11,173 Est. Cost $41.94 Unrealized +220.5%
SJM J.M. Smucker 0.7%
Value $1.605M Shares 11,815 Est. Cost $95.56 Unrealized +16.2%
BMY Bristol-Myers Squibb 0.7%
Value $1.565M Shares 25,105 Est. Cost $44.19 Unrealized +11.4%
Booking Holdings 0.7%
Value $1.558M Shares 649 Est. Cost $2085.59 Unrealized
AA Alcoa 0.6%
Value $1.495M Shares 25,088 Est. Cost $34.80 Unrealized +37.7%
TXN Texas Instruments 0.6%
Value $1.49M Shares 7,905 Est. Cost $26.44 Unrealized +543.6%
Lam Research 0.6%
Value $1.478M Shares 2,055 Est. Cost $407.25 Unrealized
Alphabet Class C 0.6%
Value $1.47M Shares 508 Est. Cost $758.90 Unrealized
PYPL PayPal 0.6%
Value $1.44M Shares 7,636 Est. Cost $37.64 Unrealized +473.5%
SNA Snap-on 0.6%
Value $1.439M Shares 6,680 Est. Cost $143.93 Unrealized +33.1%
Adobe Systems 0.6%
Value $1.361M Shares 2,400 Est. Cost $513.16 Unrealized
KMB Kimberly Clark 0.6%
Value $1.309M Shares 9,159 Est. Cost $90.35 Unrealized +27.6%
ADM Archer Daniels Midland 0.6%
Value $1.302M Shares 19,265 Est. Cost $53.90 Unrealized +6.5%
ADI Analog Devices 0.6%
Value $1.291M Shares 7,347 Est. Cost $62.50 Unrealized +163.5%
INTC Intel 0.6%
Value $1.279M Shares 24,834 Est. Cost $43.52 Unrealized +8.7%
CLX Clorox 0.6%
Value $1.27M Shares 7,282 Est. Cost $91.12 Unrealized +59.8%
CTAS Cintas 0.5%
Value $1.207M Shares 2,724 Est. Cost $60.91 Unrealized +70.3%
COR AmerisourceBergen 0.5%
Value $1.183M Shares 8,904 Est. Cost $50.09 Unrealized +133.8%
Salesforce 0.5%
Value $1.171M Shares 4,608 Est. Cost $223.46 Unrealized
GIS General Mills 0.5%
Value $1.136M Shares 16,866 Est. Cost $38.70 Unrealized +42.8%
SWK Stanley Black & Decker 0.5%
Value $1.128M Shares 5,981 Est. Cost $112.77 Unrealized +40.6%
Medtronic 0.4%
Value $1.026M Shares 9,916 Est. Cost $87.56 Unrealized
Freeport-McMoRan 0.4%
Value $1.01M Shares 24,192 Est. Cost $41.75 Unrealized
LLY Eli Lilly 0.4%
Value $994K Shares 3,598 Est. Cost $45.17 Unrealized +439.9%
UPS United Parcel Service Cl B 0.4%
Value $994K Shares 4,640 Est. Cost $93.22 Unrealized +80.8%
Netflix 0.4%
Value $983K Shares 1,632 Est. Cost $491.58 Unrealized
EOG Resources 0.4%
Value $897K Shares 10,099 Est. Cost $56.41 Unrealized
F Ford Motor Company 0.4%
Value $837K Shares 40,301 Est. Cost $14.00 Unrealized 0.0%
AKAM Akamai Technologies 0.4%
Value $836K Shares 7,147 Est. Cost $103.88 Unrealized +5.9%
XOM ExxonMobil 0.4%
Value $835K Shares 13,645 Est. Cost $53.07 Unrealized +1.6%
Constellation Brands 0.4%
Value $831K Shares 3,310 Est. Cost $194.56 Unrealized
Check Point Software 0.4%
Value $821K Shares 7,047 Est. Cost $107.97 Unrealized
LMT Lockheed Martin 0.4%
Value $816K Shares 2,296 Est. Cost $170.54 Unrealized +81.2%
Raytheon Technologies 0.3%
Value $734K Shares 8,529 Est. Cost $61.65 Unrealized
Merck 0.3%
Value $724K Shares 9,446 Est. Cost $77.28 Unrealized
DE Deere 0.3%
Value $708K Shares 2,066 Est. Cost $83.24 Unrealized +294.8%
VMC Vulcan Materials 0.3%
Value $700K Shares 3,371 Est. Cost $118.25 Unrealized +58.5%
Truist Financial 0.3%
Value $691K Shares 11,802 Est. Cost $54.94 Unrealized
MTD Mettler-Toledo Int'l 0.3%
Value $660K Shares 389 Est. Cost $671.83 Unrealized +125.0%
Amcor PLC 0.3%
Value $655K Shares 54,543 Est. Cost $11.47 Unrealized
PFE Pfizer 0.3%
Value $648K Shares 10,976 Est. Cost $27.16 Unrealized +48.1%
MDLZ Mondelez International 0.3%
Value $641K Shares 9,665 Est. Cost $50.13 Unrealized +10.3%
DCI Donaldson 0.3%
Value $598K Shares 10,095 Est. Cost $32.68 Unrealized +69.2%
IBM IBM 0.2%
Value $539K Shares 4,034 Est. Cost $109.85 Unrealized -3.1%
Activision Blizzard 0.2%
Value $536K Shares 8,063 Est. Cost $87.89 Unrealized
MKC McCormick 0.2%
Value $485K Shares 5,018 Est. Cost $63.03 Unrealized +23.3%
Globe Life 0.2%
Value $479K Shares 5,110 Est. Cost $96.21 Unrealized
Valero Energy Corp 0.2%
Value $451K Shares 6,005 Est. Cost $60.80 Unrealized
ITT Corporation 0.2%
Value $443K Shares 4,336 Est. Cost $58.80 Unrealized
MS Morgan Stanley 0.2%
Value $417K Shares 4,246 Est. Cost $47.36 Unrealized +83.2%
ED Consolidated Edison 0.2%
Value $409K Shares 4,789 Est. Cost $64.34 Unrealized +5.8%
CAT Caterpillar 0.2%
Value $402K Shares 1,944 Est. Cost $133.40 Unrealized +39.9%
AT&T 0.2%
Value $398K Shares 16,189 Est. Cost $34.63 Unrealized
FITB Fifth Third Bancorp 0.2%
Value $392K Shares 9,000 Est. Cost $15.37 Unrealized +141.5%
RMD ResMed 0.2%
Value $372K Shares 1,430 Est. Cost $192.34 Unrealized +30.1%
PCAR PACCAR Inc. 0.2%
Value $362K Shares 4,101 Est. Cost $36.44 Unrealized +33.8%
Mastercard 0.1%
Value $332K Shares 923 Est. Cost $200.52 Unrealized
Principal Financial Group 0.1%
Value $328K Shares 4,531 Est. Cost $61.19 Unrealized
ConocoPhillips 0.1%
Value $327K Shares 4,526 Est. Cost $59.30 Unrealized
C Citigroup 0.1%
Value $322K Shares 5,337 Est. Cost $48.53 Unrealized +17.8%
GILD Gilead Sciences 0.1%
Value $321K Shares 4,418 Est. Cost $54.93 Unrealized +7.1%
CCK Crown Holdings 0.1%
Value $309K Shares 2,794 Est. Cost $100.56 Unrealized +1.1%
Quest Diagnostics 0.1%
Value $308K Shares 1,782 Est. Cost $113.76 Unrealized
DuPont 0.1%
Value $297K Shares 3,680 Est. Cost $80.71 Unrealized
SO Southern Company 0.1%
Value $288K Shares 4,205 Est. Cost $54.69 Unrealized +0.0%
CI Cigna 0.1%
Value $276K Shares 1,201 Est. Cost $169.75 Unrealized +16.2%
GGG Graco Inc. 0.1%
Value $272K Shares 3,375 Est. Cost $62.71 Unrealized +14.7%
Duke Energy 0.1%
Value $268K Shares 2,553 Est. Cost $81.19 Unrealized
GlaxoSmithkline PLC 0.1%
Value $263K Shares 5,959 Est. Cost $38.34 Unrealized
Kronos Worldwide 0.1%
Value $257K Shares 17,152 Est. Cost $14.04 Unrealized
TGT Target 0.1%
Value $243K Shares 1,052 Est. Cost $219.90 Unrealized -2.6%
BA Boeing 0.1%
Value $243K Shares 1,207 Est. Cost $141.82 Unrealized +49.0%
Dominion Energy 0.1%
Value $233K Shares 2,964 Est. Cost $76.21 Unrealized
Goldman Sachs Group 0.1%
Value $230K Shares 602 Est. Cost $382.06 Unrealized
SYY Sysco 0.1%
Value $229K Shares 2,912 Est. Cost $60.02 Unrealized +14.6%
PRU Prudential 0.1%
Value $222K Shares 2,053 Est. Cost $83.53 Unrealized +6.4%
MAR Marriott Intl. Class A 0.1%
Value $220K Shares 1,332 Est. Cost $151.70 Unrealized 0.0%
Walgreens Alliance Boots 0.1%
Value $207K Shares 3,969 Est. Cost $52.15 Unrealized