EADS & HEALD WEALTH MANAGEMENT Diversified Active

Location: Atlanta, GA

CIK: 0001035912 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 23, 2024

Total Value: $207M

Holdings (144)

NVDA Nvidia 3.6%
Value $7.396M Shares 59,864 Est. Cost $92.36 Unrealized +9.4%
COST Costco 1.8%
Value $3.784M Shares 4,452 Est. Cost $88.24 Unrealized +777.0%
AMZN Amazon.com 1.7%
Value $3.516M Shares 18,196 Est. Cost $118.08 Unrealized +55.6%
AAPL Apple 1.7%
Value $3.472M Shares 16,487 Est. Cost $77.97 Unrealized +137.4%
Oracle Corp. 1.6%
Value $3.363M Shares 23,818 Est. Cost $31.85 Unrealized
JPM J.P. Morgan Chase 1.5%
Value $3.186M Shares 15,752 Est. Cost $46.72 Unrealized +304.9%
WMT Walmart 1.5%
Value $3.144M Shares 46,434 Est. Cost $44.98 Unrealized +37.8%
SYK Stryker 1.5%
Value $3.095M Shares 9,095 Est. Cost $58.86 Unrealized +466.3%
MSFT Microsoft 1.5%
Value $3.023M Shares 6,764 Est. Cost $26.70 Unrealized +1462.6%
FISV Fiserv 1.4%
Value $2.996M Shares 20,100 Est. Cost $50.32 Unrealized +200.8%
APH Amphenol 1.4%
Value $2.99M Shares 44,380 Est. Cost $38.42 Unrealized +62.0%
AXP American Express 1.4%
Value $2.875M Shares 12,416 Est. Cost $60.88 Unrealized +273.3%
AFL AFLAC 1.4%
Value $2.87M Shares 32,138 Est. Cost $28.81 Unrealized +188.4%
GWW W.W. Grainger 1.4%
Value $2.852M Shares 3,161 Est. Cost $188.99 Unrealized +390.9%
CSL Carlisle 1.4%
Value $2.833M Shares 6,992 Est. Cost $70.89 Unrealized +457.0%
AMGN Amgen 1.3%
Value $2.717M Shares 8,695 Est. Cost $83.82 Unrealized +233.2%
UNH UnitedHealth Group 1.3%
Value $2.66M Shares 5,223 Est. Cost $164.29 Unrealized +188.0%
Visa 1.3%
Value $2.641M Shares 10,064 Est. Cost $99.57 Unrealized
CHD Church & Dwight 1.3%
Value $2.628M Shares 25,349 Est. Cost $36.85 Unrealized +181.6%
TMO Thermo Fisher Scientific 1.3%
Value $2.604M Shares 4,709 Est. Cost $80.23 Unrealized +610.1%
ADI Analog Devices 1.2%
Value $2.566M Shares 11,240 Est. Cost $106.30 Unrealized +95.3%
COR Cencora 1.2%
Value $2.564M Shares 11,379 Est. Cost $93.01 Unrealized +145.8%
ITW Illinois Tool Works 1.2%
Value $2.482M Shares 10,474 Est. Cost $55.95 Unrealized +323.2%
PG Procter & Gamble 1.2%
Value $2.468M Shares 14,965 Est. Cost $58.18 Unrealized +170.2%
EXPD Expeditors Int'l 1.2%
Value $2.466M Shares 19,761 Est. Cost $66.72 Unrealized +74.6%
Lam Research 1.2%
Value $2.45M Shares 2,301 Est. Cost $525.22 Unrealized
Booking Holdings 1.1%
Value $2.378M Shares 600 Est. Cost $2256.19 Unrealized
EMR Emerson Electric 1.1%
Value $2.363M Shares 21,447 Est. Cost $43.38 Unrealized +147.7%
Alphabet Class A 1.1%
Value $2.342M Shares 12,860 Est. Cost $130.33 Unrealized
ORLY O'Reilly Auto 1.1%
Value $2.317M Shares 2,194 Est. Cost $10.45 Unrealized +561.4%
PEP PepsiCo 1.1%
Value $2.256M Shares 13,676 Est. Cost $59.69 Unrealized +172.0%
Broadcom 1.1%
Value $2.241M Shares 1,396 Est. Cost $905.26 Unrealized
Netflix 1.1%
Value $2.229M Shares 3,303 Est. Cost $548.37 Unrealized
Adobe Systems 1.1%
Value $2.192M Shares 3,946 Est. Cost $467.43 Unrealized
CL Colgate Palmolive 1.1%
Value $2.192M Shares 22,592 Est. Cost $47.13 Unrealized +89.0%
SHW Sherwin-Williams 1.1%
Value $2.176M Shares 7,291 Est. Cost $198.20 Unrealized +53.9%
ADP Automatic Data Processing 1.0%
Value $2.126M Shares 8,907 Est. Cost $47.72 Unrealized +395.8%
D.R. Horton 1.0%
Value $2.11M Shares 14,972 Est. Cost $42.01 Unrealized
DHR Danaher 1.0%
Value $2.095M Shares 8,385 Est. Cost $38.00 Unrealized +558.6%
AbbVie 1.0%
Value $2.085M Shares 12,154 Est. Cost $106.79 Unrealized
EW Edwards Lifesciences 1.0%
Value $2.067M Shares 22,372 Est. Cost $60.19 Unrealized +47.1%
APD Air Products & Chem. 1.0%
Value $2.037M Shares 7,893 Est. Cost $127.28 Unrealized +90.5%
CAT Caterpillar 1.0%
Value $2.029M Shares 6,091 Est. Cost $201.95 Unrealized +67.7%
MCD McDonalds 1.0%
Value $2.015M Shares 7,907 Est. Cost $97.11 Unrealized +162.6%
XOM ExxonMobil 1.0%
Value $2.012M Shares 17,479 Est. Cost $65.05 Unrealized +69.3%
CVX Chevron Corp. 1.0%
Value $1.983M Shares 12,680 Est. Cost $82.17 Unrealized +80.6%
ECL Ecolab 0.9%
Value $1.922M Shares 8,074 Est. Cost $77.69 Unrealized +192.4%
TSCO Tractor Supply Co. 0.9%
Value $1.901M Shares 7,040 Est. Cost $33.96 Unrealized +54.0%
CTAS Cintas 0.9%
Value $1.898M Shares 2,710 Est. Cost $71.28 Unrealized +136.5%
FAST Fastenal Co. 0.9%
Value $1.851M Shares 29,456 Est. Cost $14.74 Unrealized +121.4%
INTU Intuit 0.9%
Value $1.836M Shares 2,793 Est. Cost $91.87 Unrealized +568.6%
AVY Avery Dennison 0.9%
Value $1.798M Shares 8,225 Est. Cost $86.52 Unrealized +148.4%
AMD Advanced Micro 0.8%
Value $1.675M Shares 10,328 Est. Cost $51.19 Unrealized +214.3%
VMC Vulcan Materials 0.8%
Value $1.632M Shares 6,562 Est. Cost $143.61 Unrealized +77.8%
DOV Dover 0.8%
Value $1.62M Shares 8,979 Est. Cost $48.69 Unrealized +261.1%
NOC Northrop Grumman 0.8%
Value $1.609M Shares 3,691 Est. Cost $140.13 Unrealized +216.9%
CSCO Cisco Systems 0.8%
Value $1.596M Shares 33,586 Est. Cost $20.57 Unrealized +120.2%
ABT Abbott Laboratories 0.8%
Value $1.563M Shares 15,046 Est. Cost $33.83 Unrealized +204.3%
JNJ Johnson & Johnson 0.7%
Value $1.538M Shares 10,521 Est. Cost $66.40 Unrealized +113.0%
HON Honeywell 0.7%
Value $1.507M Shares 7,058 Est. Cost $64.54 Unrealized +184.8%
ROP Roper Technologies 0.7%
Value $1.484M Shares 2,633 Est. Cost $118.61 Unrealized +349.6%
NextEra Energy 0.7%
Value $1.483M Shares 20,944 Est. Cost $73.96 Unrealized
Alphabet Class C 0.7%
Value $1.476M Shares 8,048 Est. Cost $127.15 Unrealized
FDS Factset Research 0.7%
Value $1.475M Shares 3,613 Est. Cost $168.74 Unrealized +147.3%
MAR Marriott Intl. Class A 0.7%
Value $1.452M Shares 6,007 Est. Cost $159.53 Unrealized +48.0%
BALL Ball Corp. 0.7%
Value $1.421M Shares 23,671 Est. Cost $32.48 Unrealized +101.4%
LOW Lowes 0.7%
Value $1.383M Shares 6,271 Est. Cost $46.18 Unrealized +379.3%
HD Home Depot 0.7%
Value $1.38M Shares 4,009 Est. Cost $72.11 Unrealized +354.2%
BDX Becton Dickinson 0.7%
Value $1.372M Shares 5,872 Est. Cost $113.89 Unrealized +100.1%
TXN Texas Instruments 0.7%
Value $1.368M Shares 7,035 Est. Cost $30.51 Unrealized +477.4%
IDXX IDEXX Laboratories 0.6%
Value $1.309M Shares 2,686 Est. Cost $150.80 Unrealized +232.9%
META Meta Platforms 0.6%
Value $1.303M Shares 2,585 Est. Cost $110.03 Unrealized +339.3%
SNA Snap-on 0.6%
Value $1.294M Shares 4,950 Est. Cost $148.08 Unrealized +77.6%
CTSH Cognizant Tech 0.6%
Value $1.253M Shares 18,432 Est. Cost $40.15 Unrealized +64.5%
NKE Nike 0.6%
Value $1.252M Shares 16,617 Est. Cost $53.69 Unrealized +67.1%
GPC Genuine Parts 0.6%
Value $1.238M Shares 8,950 Est. Cost $64.31 Unrealized +120.2%
Constellation Brands 0.6%
Value $1.218M Shares 4,734 Est. Cost $214.79 Unrealized
DIS Walt Disney 0.6%
Value $1.211M Shares 12,201 Est. Cost $69.27 Unrealized +52.3%
SBUX Starbucks 0.6%
Value $1.174M Shares 15,076 Est. Cost $48.07 Unrealized +62.4%
LLY Eli Lilly 0.6%
Value $1.173M Shares 1,296 Est. Cost $45.17 Unrealized +1651.1%
ConocoPhillips 0.5%
Value $1.058M Shares 9,253 Est. Cost $90.16 Unrealized
DLTR Dollar Tree 0.5%
Value $1.046M Shares 9,794 Est. Cost $84.29 Unrealized +40.1%
LMT Lockheed Martin 0.5%
Value $1.022M Shares 2,187 Est. Cost $198.32 Unrealized +122.7%
CLX Clorox 0.5%
Value $1M Shares 7,327 Est. Cost $103.86 Unrealized +26.5%
ADM Archer Daniels Midland 0.5%
Value $959K Shares 15,872 Est. Cost $61.56 Unrealized -6.3%
PCAR PACCAR Inc. 0.5%
Value $932K Shares 9,058 Est. Cost $61.32 Unrealized +69.1%
CVS CVS Health 0.4%
Value $925K Shares 15,667 Est. Cost $53.87 Unrealized +8.6%
Freeport-McMoRan 0.4%
Value $866K Shares 17,827 Est. Cost $42.08 Unrealized
SJM J.M. Smucker 0.4%
Value $859K Shares 7,880 Est. Cost $99.14 Unrealized +7.1%
CBRE Group 0.4%
Value $858K Shares 9,629 Est. Cost $72.05 Unrealized
CI Cigna 0.4%
Value $858K Shares 2,595 Est. Cost $227.70 Unrealized +46.8%
Check Point Software 0.4%
Value $847K Shares 5,131 Est. Cost $107.97 Unrealized
GIS General Mills 0.4%
Value $842K Shares 13,312 Est. Cost $44.39 Unrealized +45.2%
ADSK Autodesk 0.4%
Value $841K Shares 3,398 Est. Cost $199.93 Unrealized +12.4%
RTX Corp. 0.4%
Value $817K Shares 8,138 Est. Cost $62.45 Unrealized
EOG Resources 0.4%
Value $805K Shares 6,399 Est. Cost $59.26 Unrealized
Ansys Inc. 0.4%
Value $801K Shares 2,493 Est. Cost $321.30 Unrealized
KMB Kimberly Clark 0.3%
Value $724K Shares 5,239 Est. Cost $95.11 Unrealized +31.7%
BMY Bristol-Myers Squibb 0.3%
Value $712K Shares 17,148 Est. Cost $46.89 Unrealized -12.5%
DCI Donaldson 0.3%
Value $698K Shares 9,758 Est. Cost $36.10 Unrealized +97.5%
Valero Energy Corp 0.3%
Value $690K Shares 4,403 Est. Cost $70.76 Unrealized
Salesforce 0.3%
Value $677K Shares 2,634 Est. Cost $212.73 Unrealized
DE Deere 0.3%
Value $669K Shares 1,791 Est. Cost $118.97 Unrealized +219.8%
Globe Life 0.3%
Value $660K Shares 8,021 Est. Cost $105.12 Unrealized
VZ Verizon 0.3%
Value $630K Shares 15,277 Est. Cost $31.31 Unrealized +16.5%
MS Morgan Stanley 0.3%
Value $613K Shares 6,303 Est. Cost $62.78 Unrealized +44.6%
Merck 0.3%
Value $560K Shares 4,526 Est. Cost $82.98 Unrealized
IBM IBM 0.3%
Value $556K Shares 3,214 Est. Cost $110.10 Unrealized +50.6%
MDLZ Mondelez International 0.3%
Value $537K Shares 8,210 Est. Cost $50.13 Unrealized +30.0%
MRSH Marsh & McLennan 0.3%
Value $534K Shares 2,534 Est. Cost $151.73 Unrealized +31.9%
ITT Corporation 0.3%
Value $532K Shares 4,117 Est. Cost $68.11 Unrealized
MTD Mettler-Toledo Int'l 0.2%
Value $509K Shares 364 Est. Cost $828.24 Unrealized +65.1%
UPS United Parcel Service Cl B 0.2%
Value $467K Shares 3,409 Est. Cost $104.46 Unrealized +24.4%
Mastercard 0.2%
Value $423K Shares 959 Est. Cost $217.70 Unrealized
AVT Avnet 0.2%
Value $382K Shares 7,424 Est. Cost $46.12 Unrealized +6.3%
CRL Charles River Laboratories 0.2%
Value $367K Shares 1,778 Est. Cost $212.92 Unrealized +6.4%
NVO Novo Nordisk 0.2%
Value $366K Shares 2,567 Est. Cost $128.48 Unrealized
C Citigroup 0.2%
Value $338K Shares 5,326 Est. Cost $43.08 Unrealized +36.3%
AA Alcoa 0.2%
Value $314K Shares 7,886 Est. Cost $35.31 Unrealized +7.4%
Medtronic 0.2%
Value $311K Shares 3,946 Est. Cost $87.56 Unrealized
Truist Financial 0.1%
Value $310K Shares 7,972 Est. Cost $39.01 Unrealized
FITB Fifth Third Bancorp 0.1%
Value $310K Shares 8,506 Est. Cost $25.21 Unrealized +36.1%
Chemed 0.1%
Value $307K Shares 566 Est. Cost $542.40 Unrealized
SHEL Shell 0.1%
Value $307K Shares 4,249 Est. Cost $50.70 Unrealized
ED Consolidated Edison 0.1%
Value $303K Shares 3,385 Est. Cost $69.95 Unrealized +25.5%
PHM Pulte Corp 0.1%
Value $302K Shares 2,739 Est. Cost $86.38 Unrealized +29.8%
WAT Waters Corp. 0.1%
Value $274K Shares 944 Est. Cost $290.27 Unrealized +9.9%
GGG Graco Inc. 0.1%
Value $253K Shares 3,190 Est. Cost $62.71 Unrealized +30.4%
Goldman Sachs Group 0.1%
Value $250K Shares 552 Est. Cost $394.06 Unrealized
PFE Pfizer 0.1%
Value $247K Shares 8,813 Est. Cost $30.49 Unrealized -18.8%
WMB Williams Companies 0.1%
Value $246K Shares 5,777 Est. Cost $26.50 Unrealized +42.3%
GILD Gilead Sciences 0.1%
Value $243K Shares 3,548 Est. Cost $57.62 Unrealized +9.6%
MKC McCormick 0.1%
Value $237K Shares 3,340 Est. Cost $63.73 Unrealized +9.4%
RIO Rio Tinto Group 0.1%
Value $231K Shares 3,502 Est. Cost $65.96 Unrealized
Quest Diagnostics 0.1%
Value $228K Shares 1,663 Est. Cost $113.76 Unrealized
PRU Prudential 0.1%
Value $224K Shares 1,915 Est. Cost $73.47 Unrealized +45.3%
INTC Intel 0.1%
Value $223K Shares 7,213 Est. Cost $44.04 Unrealized -26.2%
OXY Occidental Petroleum 0.1%
Value $223K Shares 3,540 Est. Cost $59.13 Unrealized +4.9%
Organon 0.1%
Value $216K Shares 10,420 Est. Cost $20.73 Unrealized
LNC Lincoln National Corp. 0.1%
Value $216K Shares 6,945 Est. Cost $24.79 Unrealized +11.1%
BP BP 0.1%
Value $215K Shares 5,958 Est. Cost $35.37 Unrealized
CCK Crown Holdings 0.1%
Value $200K Shares 2,694 Est. Cost $89.77 Unrealized -11.8%
Viatris 0.1%
Value $156K Shares 14,670 Est. Cost $9.20 Unrealized
Amcor PLC 0.1%
Value $109K Shares 11,111 Est. Cost $11.47 Unrealized