EADS & HEALD WEALTH MANAGEMENT Diversified Active

Location: Atlanta, GA

CIK: 0001035912 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 27, 2023

Total Value: $191M

Holdings (142)

AAPL Apple 1.7%
Value $3.153M Shares 18,414 Est. Cost $77.97 Unrealized +132.6%
COST Costco 1.6%
Value $3.098M Shares 5,483 Est. Cost $88.24 Unrealized +503.2%
UNH UnitedHealth Group 1.5%
Value $2.919M Shares 5,790 Est. Cost $164.29 Unrealized +186.0%
AFL AFLAC 1.5%
Value $2.858M Shares 37,238 Est. Cost $28.81 Unrealized +144.8%
Oracle Corp. 1.5%
Value $2.849M Shares 26,901 Est. Cost $31.85 Unrealized
SYK Stryker 1.5%
Value $2.827M Shares 10,346 Est. Cost $58.86 Unrealized +375.7%
GWW W.W. Grainger 1.4%
Value $2.747M Shares 3,970 Est. Cost $188.99 Unrealized +274.9%
NVDA Nvidia 1.4%
Value $2.724M Shares 6,262 Est. Cost $16.45 Unrealized +172.2%
WMT Walmart 1.4%
Value $2.723M Shares 17,026 Est. Cost $24.93 Unrealized +107.8%
JPM J.P. Morgan Chase 1.4%
Value $2.706M Shares 18,659 Est. Cost $46.72 Unrealized +204.6%
AMZN Amazon.com 1.4%
Value $2.672M Shares 21,016 Est. Cost $118.08 Unrealized +13.5%
ITW Illinois Tool Works 1.4%
Value $2.67M Shares 11,595 Est. Cost $55.95 Unrealized +311.2%
MSFT Microsoft 1.4%
Value $2.665M Shares 8,440 Est. Cost $26.70 Unrealized +1115.5%
Visa 1.4%
Value $2.638M Shares 11,471 Est. Cost $99.57 Unrealized
FISV Fiserv 1.4%
Value $2.603M Shares 23,046 Est. Cost $50.32 Unrealized +144.7%
CHD Church & Dwight 1.4%
Value $2.577M Shares 28,123 Est. Cost $36.85 Unrealized +152.7%
TMO Thermo Fisher Scientific 1.3%
Value $2.566M Shares 5,070 Est. Cost $80.23 Unrealized +559.2%
CVX Chevron Corp. 1.3%
Value $2.562M Shares 15,194 Est. Cost $82.17 Unrealized +77.4%
AMGN Amgen 1.3%
Value $2.533M Shares 9,425 Est. Cost $83.82 Unrealized +176.6%
PEP PepsiCo 1.3%
Value $2.507M Shares 14,793 Est. Cost $59.69 Unrealized +180.0%
EXPD Expeditors Int'l 1.3%
Value $2.504M Shares 21,847 Est. Cost $66.72 Unrealized +72.9%
APH Amphenol 1.3%
Value $2.484M Shares 29,569 Est. Cost $20.85 Unrealized +102.1%
APD Air Products & Chem. 1.3%
Value $2.436M Shares 8,597 Est. Cost $127.28 Unrealized +115.9%
PG Procter & Gamble 1.3%
Value $2.413M Shares 16,542 Est. Cost $58.18 Unrealized +147.7%
COR Cencora 1.2%
Value $2.375M Shares 13,196 Est. Cost $93.01 Unrealized +94.6%
ADP Automatic Data Processing 1.2%
Value $2.373M Shares 9,865 Est. Cost $47.72 Unrealized +384.4%
EMR Emerson Electric 1.2%
Value $2.358M Shares 24,413 Est. Cost $43.38 Unrealized +110.1%
CSL Carlisle 1.2%
Value $2.322M Shares 8,957 Est. Cost $70.89 Unrealized +267.7%
MCD McDonalds 1.2%
Value $2.274M Shares 8,631 Est. Cost $97.11 Unrealized +177.5%
DHR Danaher 1.2%
Value $2.265M Shares 9,130 Est. Cost $38.00 Unrealized +479.4%
ADM Archer Daniels Midland 1.2%
Value $2.265M Shares 30,034 Est. Cost $61.56 Unrealized +21.2%
XOM ExxonMobil 1.2%
Value $2.226M Shares 18,935 Est. Cost $64.50 Unrealized +56.6%
ORLY O'Reilly Auto 1.1%
Value $2.181M Shares 2,400 Est. Cost $9.73 Unrealized +544.9%
AXP American Express 1.1%
Value $2.173M Shares 14,563 Est. Cost $60.88 Unrealized +161.0%
AbbVie 1.1%
Value $2.084M Shares 13,980 Est. Cost $106.79 Unrealized
CSCO Cisco Systems 1.1%
Value $2.036M Shares 37,864 Est. Cost $20.57 Unrealized +144.5%
BDX Becton Dickinson 1.1%
Value $2.002M Shares 7,742 Est. Cost $113.89 Unrealized +126.8%
SHW Sherwin-Williams 1.0%
Value $1.993M Shares 7,815 Est. Cost $198.20 Unrealized +32.3%
Alphabet Class A 1.0%
Value $1.929M Shares 14,739 Est. Cost $130.33 Unrealized
ADI Analog Devices 1.0%
Value $1.914M Shares 10,933 Est. Cost $101.40 Unrealized +74.5%
JNJ Johnson & Johnson 1.0%
Value $1.907M Shares 12,246 Est. Cost $66.40 Unrealized +130.8%
FAST Fastenal Co. 1.0%
Value $1.871M Shares 34,234 Est. Cost $14.74 Unrealized +81.9%
NextEra Energy 0.9%
Value $1.753M Shares 30,603 Est. Cost $73.96 Unrealized
CAT Caterpillar 0.9%
Value $1.719M Shares 6,296 Est. Cost $201.35 Unrealized +29.9%
EW Edwards Lifesciences 0.9%
Value $1.711M Shares 24,698 Est. Cost $60.19 Unrealized +33.5%
Booking Holdings 0.9%
Value $1.7M Shares 551 Est. Cost $2091.93 Unrealized
NOC Northrop Grumman 0.9%
Value $1.7M Shares 3,863 Est. Cost $140.13 Unrealized +200.9%
CL Colgate Palmolive 0.9%
Value $1.7M Shares 23,910 Est. Cost $47.13 Unrealized +50.4%
Adobe Systems 0.9%
Value $1.687M Shares 3,308 Est. Cost $418.96 Unrealized
FDS Factset Research 0.9%
Value $1.68M Shares 3,842 Est. Cost $168.74 Unrealized +146.3%
AVY Avery Dennison 0.8%
Value $1.613M Shares 8,830 Est. Cost $86.52 Unrealized +100.3%
CTAS Cintas 0.8%
Value $1.591M Shares 3,307 Est. Cost $71.28 Unrealized +71.2%
D.R. Horton 0.8%
Value $1.586M Shares 14,753 Est. Cost $36.92 Unrealized
ABT Abbott Laboratories 0.8%
Value $1.578M Shares 16,290 Est. Cost $33.83 Unrealized +197.0%
GPC Genuine Parts 0.8%
Value $1.575M Shares 10,911 Est. Cost $64.31 Unrealized +124.7%
CVS CVS Health 0.8%
Value $1.563M Shares 22,385 Est. Cost $53.87 Unrealized +19.8%
VMC Vulcan Materials 0.8%
Value $1.554M Shares 7,690 Est. Cost $143.61 Unrealized +48.8%
INTU Intuit 0.8%
Value $1.552M Shares 3,038 Est. Cost $91.87 Unrealized +443.0%
BMY Bristol-Myers Squibb 0.8%
Value $1.546M Shares 26,632 Est. Cost $46.89 Unrealized +15.9%
ECL Ecolab 0.8%
Value $1.519M Shares 8,968 Est. Cost $77.69 Unrealized +128.2%
LOW Lowes 0.8%
Value $1.489M Shares 7,163 Est. Cost $46.18 Unrealized +365.4%
ROP Roper Technologies 0.8%
Value $1.479M Shares 3,055 Est. Cost $118.61 Unrealized +307.0%
Globe Life 0.8%
Value $1.475M Shares 13,564 Est. Cost $101.33 Unrealized
SNA Snap-on 0.8%
Value $1.465M Shares 5,744 Est. Cost $148.08 Unrealized +71.3%
DOV Dover 0.7%
Value $1.416M Shares 10,149 Est. Cost $48.69 Unrealized +188.2%
CTSH Cognizant Tech 0.7%
Value $1.412M Shares 20,848 Est. Cost $40.15 Unrealized +65.4%
HON Honeywell 0.7%
Value $1.385M Shares 7,497 Est. Cost $64.54 Unrealized +169.4%
TSCO Tractor Supply Co. 0.7%
Value $1.381M Shares 6,803 Est. Cost $33.78 Unrealized +23.1%
HD Home Depot 0.7%
Value $1.358M Shares 4,493 Est. Cost $72.11 Unrealized +320.1%
DLTR Dollar Tree 0.7%
Value $1.356M Shares 12,734 Est. Cost $84.29 Unrealized +58.9%
NKE Nike 0.7%
Value $1.316M Shares 13,758 Est. Cost $41.89 Unrealized +134.5%
BALL Ball Corp. 0.7%
Value $1.307M Shares 26,252 Est. Cost $32.48 Unrealized +62.4%
Lam Research 0.7%
Value $1.303M Shares 2,079 Est. Cost $455.61 Unrealized
SJM J.M. Smucker 0.7%
Value $1.274M Shares 10,368 Est. Cost $99.14 Unrealized +30.9%
IDXX IDEXX Laboratories 0.7%
Value $1.249M Shares 2,857 Est. Cost $150.80 Unrealized +230.7%
Alphabet Class C 0.7%
Value $1.24M Shares 9,408 Est. Cost $127.15 Unrealized
TXN Texas Instruments 0.6%
Value $1.169M Shares 7,355 Est. Cost $28.90 Unrealized +449.8%
SBUX Starbucks 0.6%
Value $1.163M Shares 12,739 Est. Cost $41.19 Unrealized +124.4%
GIS General Mills 0.6%
Value $1.158M Shares 18,097 Est. Cost $44.39 Unrealized +45.5%
ConocoPhillips 0.6%
Value $1.113M Shares 9,292 Est. Cost $86.85 Unrealized
META Meta Platforms 0.6%
Value $1.073M Shares 3,573 Est. Cost $110.03 Unrealized +171.9%
Broadcom 0.5%
Value $1.04M Shares 1,252 Est. Cost $860.80 Unrealized
MAR Marriott Intl. Class A 0.5%
Value $1.035M Shares 5,266 Est. Cost $149.88 Unrealized +29.5%
VZ Verizon 0.5%
Value $992K Shares 30,595 Est. Cost $31.31 Unrealized -7.4%
LMT Lockheed Martin 0.5%
Value $977K Shares 2,390 Est. Cost $198.32 Unrealized +109.3%
AMD Advanced Micro 0.5%
Value $977K Shares 9,498 Est. Cost $41.94 Unrealized +158.9%
Constellation Brands 0.5%
Value $935K Shares 3,722 Est. Cost $202.76 Unrealized
CLX Clorox 0.5%
Value $881K Shares 6,722 Est. Cost $99.48 Unrealized +40.6%
LLY Eli Lilly 0.4%
Value $852K Shares 1,587 Est. Cost $45.17 Unrealized +1022.0%
MMM 3M Co. 0.4%
Value $845K Shares 9,029 Est. Cost $78.59 Unrealized +1.2%
Check Point Software 0.4%
Value $839K Shares 6,293 Est. Cost $107.97 Unrealized
EOG Resources 0.4%
Value $837K Shares 6,604 Est. Cost $58.52 Unrealized
DIS Walt Disney 0.4%
Value $817K Shares 10,075 Est. Cost $61.26 Unrealized +36.2%
CBRE Group 0.4%
Value $780K Shares 10,554 Est. Cost $71.35 Unrealized
UPS United Parcel Service Cl B 0.4%
Value $743K Shares 4,764 Est. Cost $100.17 Unrealized +51.4%
ED Consolidated Edison 0.4%
Value $721K Shares 8,424 Est. Cost $69.95 Unrealized +19.9%
Valero Energy Corp 0.4%
Value $715K Shares 5,043 Est. Cost $70.76 Unrealized
DCI Donaldson 0.3%
Value $644K Shares 10,800 Est. Cost $35.10 Unrealized +69.5%
DE Deere 0.3%
Value $632K Shares 1,674 Est. Cost $93.62 Unrealized +325.1%
CRL Charles River Laboratories 0.3%
Value $622K Shares 3,175 Est. Cost $212.92 Unrealized -3.6%
KMB Kimberly Clark 0.3%
Value $619K Shares 5,122 Est. Cost $90.82 Unrealized +29.6%
CI Cigna 0.3%
Value $607K Shares 2,123 Est. Cost $206.97 Unrealized +31.8%
Raytheon Technologies 0.3%
Value $596K Shares 8,286 Est. Cost $62.45 Unrealized
ADSK Autodesk 0.3%
Value $583K Shares 2,818 Est. Cost $196.15 Unrealized +7.1%
MDLZ Mondelez International 0.3%
Value $580K Shares 8,360 Est. Cost $50.13 Unrealized +34.1%
MRSH Marsh & McLennan 0.3%
Value $539K Shares 2,830 Est. Cost $151.73 Unrealized +21.7%
Medtronic 0.3%
Value $520K Shares 6,636 Est. Cost $87.56 Unrealized
IBM IBM 0.3%
Value $504K Shares 3,590 Est. Cost $110.10 Unrealized +19.7%
Freeport-McMoRan 0.3%
Value $489K Shares 13,124 Est. Cost $41.19 Unrealized
PCAR PACCAR Inc. 0.3%
Value $486K Shares 5,720 Est. Cost $46.85 Unrealized +63.7%
AA Alcoa 0.2%
Value $455K Shares 15,654 Est. Cost $35.31 Unrealized -13.8%
MTD Mettler-Toledo Int'l 0.2%
Value $437K Shares 394 Est. Cost $754.06 Unrealized +62.5%
Merck 0.2%
Value $435K Shares 4,226 Est. Cost $81.43 Unrealized
PFE Pfizer 0.2%
Value $429K Shares 12,945 Est. Cost $31.33 Unrealized -2.4%
MS Morgan Stanley 0.2%
Value $428K Shares 5,242 Est. Cost $58.16 Unrealized +38.1%
CCK Crown Holdings 0.2%
Value $404K Shares 4,565 Est. Cost $89.77 Unrealized -2.8%
Salesforce 0.2%
Value $404K Shares 1,991 Est. Cost $182.03 Unrealized
Mastercard 0.2%
Value $402K Shares 1,015 Est. Cost $217.70 Unrealized
ITT Corporation 0.2%
Value $390K Shares 3,980 Est. Cost $58.80 Unrealized
MKC McCormick 0.2%
Value $361K Shares 4,778 Est. Cost $63.67 Unrealized +23.5%
OXY Occidental Petroleum 0.2%
Value $316K Shares 4,875 Est. Cost $59.13 Unrealized +1.9%
Chemed 0.2%
Value $294K Shares 566 Est. Cost $542.40 Unrealized
SHEL Shell 0.2%
Value $292K Shares 4,529 Est. Cost $50.70 Unrealized
BP BP 0.1%
Value $274K Shares 7,082 Est. Cost $35.35 Unrealized
GILD Gilead Sciences 0.1%
Value $269K Shares 3,584 Est. Cost $56.36 Unrealized +25.4%
SO Southern Company 0.1%
Value $261K Shares 4,028 Est. Cost $54.69 Unrealized +16.6%
PSX Phillips 66 0.1%
Value $259K Shares 2,156 Est. Cost $88.54 Unrealized +16.7%
CAG ConAgra 0.1%
Value $258K Shares 9,425 Est. Cost $27.08 Unrealized 0.0%
Duke Energy 0.1%
Value $258K Shares 2,922 Est. Cost $83.23 Unrealized
GGG Graco Inc. 0.1%
Value $241K Shares 3,310 Est. Cost $62.71 Unrealized +22.0%
C Citigroup 0.1%
Value $237K Shares 5,767 Est. Cost $43.49 Unrealized -7.0%
WMB Williams Companies 0.1%
Value $234K Shares 6,944 Est. Cost $25.84 Unrealized +19.5%
Amcor PLC 0.1%
Value $226K Shares 24,654 Est. Cost $11.47 Unrealized
Netflix 0.1%
Value $225K Shares 597 Est. Cost $376.88 Unrealized
PRU Prudential 0.1%
Value $225K Shares 2,374 Est. Cost $73.47 Unrealized +14.7%
NRG NRG Energy 0.1%
Value $222K Shares 5,758 Est. Cost $32.10 Unrealized +12.3%
Quest Diagnostics 0.1%
Value $212K Shares 1,743 Est. Cost $113.76 Unrealized
KHC Kraft Heinz 0.1%
Value $207K Shares 6,160 Est. Cost $33.56 Unrealized -9.1%
FITB Fifth Third Bancorp 0.1%
Value $206K Shares 8,135 Est. Cost $24.49 Unrealized 0.0%
Activision Blizzard 0.1%
Value $203K Shares 2,171 Est. Cost $93.51 Unrealized
Viatris 0.1%
Value $195K Shares 19,772 Est. Cost $8.84 Unrealized
Kronos Worldwide 0.0%
Value $87,000 Shares 11,220 Est. Cost $9.22 Unrealized