EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 28, 2024

Total Value ($000): $211 (100.0% shares, 0.0% debt)

Holdings (144)

NVDA Nvidia 3.1%
Value ($000) $6 Shares 53,286 Est. Cost $92.36 Unrealized +27.8%
COST Costco 1.7%
Value ($000) $4 Shares 4,161 Est. Cost $88.24 Unrealized +876.8%
Oracle Corp. 1.7%
Value ($000) $4 Shares 21,531 Est. Cost $31.85 Unrealized
WMT Walmart 1.7%
Value ($000) $4 Shares 44,704 Est. Cost $44.98 Unrealized +61.1%
AAPL Apple 1.7%
Value ($000) $4 Shares 15,415 Est. Cost $77.97 Unrealized +184.7%
FISV Fiserv 1.6%
Value ($000) $3 Shares 18,569 Est. Cost $50.32 Unrealized +227.8%
AFL AFLAC 1.5%
Value ($000) $3 Shares 28,676 Est. Cost $28.81 Unrealized +242.8%
AMZN Amazon.com 1.5%
Value ($000) $3 Shares 17,069 Est. Cost $118.08 Unrealized +54.5%
AXP American Express 1.5%
Value ($000) $3 Shares 11,559 Est. Cost $60.88 Unrealized +302.6%
SYK Stryker 1.5%
Value ($000) $3 Shares 8,675 Est. Cost $58.86 Unrealized +478.4%
JPM J.P. Morgan Chase 1.5%
Value ($000) $3 Shares 14,533 Est. Cost $46.72 Unrealized +338.7%
GWW W.W. Grainger 1.4%
Value ($000) $3 Shares 2,929 Est. Cost $188.99 Unrealized +406.3%
CSL Carlisle 1.4%
Value ($000) $3 Shares 6,490 Est. Cost $70.89 Unrealized +473.1%
UNH UnitedHealth Group 1.4%
Value ($000) $3 Shares 4,902 Est. Cost $164.29 Unrealized +233.7%
MSFT Microsoft 1.4%
Value ($000) $3 Shares 6,639 Est. Cost $26.70 Unrealized +1484.5%
TMO Thermo Fisher Scientific 1.3%
Value ($000) $3 Shares 4,475 Est. Cost $80.23 Unrealized +634.3%
APH Amphenol 1.3%
Value ($000) $3 Shares 41,690 Est. Cost $38.42 Unrealized +66.7%
D.R. Horton 1.3%
Value ($000) $3 Shares 14,166 Est. Cost $35.19 Unrealized
AMGN Amgen 1.3%
Value ($000) $3 Shares 8,208 Est. Cost $83.82 Unrealized +273.6%
Visa 1.2%
Value ($000) $3 Shares 9,530 Est. Cost $99.57 Unrealized
ITW Illinois Tool Works 1.2%
Value ($000) $3 Shares 9,920 Est. Cost $55.95 Unrealized +324.1%
ADI Analog Devices 1.2%
Value ($000) $3 Shares 11,217 Est. Cost $106.30 Unrealized +107.1%
SHW Sherwin-Williams 1.2%
Value ($000) $3 Shares 6,637 Est. Cost $198.20 Unrealized +74.0%
CHD Church & Dwight 1.2%
Value ($000) $3 Shares 24,129 Est. Cost $36.85 Unrealized +173.8%
Booking Holdings 1.2%
Value ($000) $3 Shares 596 Est. Cost $1856.52 Unrealized
PG Procter & Gamble 1.2%
Value ($000) $2 Shares 14,337 Est. Cost $58.18 Unrealized +182.3%
EXPD Expeditors Int'l 1.2%
Value ($000) $2 Shares 18,719 Est. Cost $66.72 Unrealized +80.2%
ORLY O'Reilly Auto 1.1%
Value ($000) $2 Shares 2,107 Est. Cost $10.45 Unrealized +602.8%
COR Cencora 1.1%
Value ($000) $2 Shares 10,726 Est. Cost $93.01 Unrealized +146.9%
CAT Caterpillar 1.1%
Value ($000) $2 Shares 6,133 Est. Cost $201.95 Unrealized +67.7%
Netflix 1.1%
Value ($000) $2 Shares 3,358 Est. Cost $0.55 Unrealized
ADP Automatic Data Processing 1.1%
Value ($000) $2 Shares 8,386 Est. Cost $47.72 Unrealized +431.2%
MCD McDonalds 1.1%
Value ($000) $2 Shares 7,501 Est. Cost $97.11 Unrealized +174.6%
APD Air Products & Chem. 1.1%
Value ($000) $2 Shares 7,496 Est. Cost $127.28 Unrealized +106.8%
CL Colgate Palmolive 1.1%
Value ($000) $2 Shares 21,417 Est. Cost $47.13 Unrealized +109.9%
PEP PepsiCo 1.1%
Value ($000) $2 Shares 13,068 Est. Cost $59.69 Unrealized +172.9%
EMR Emerson Electric 1.1%
Value ($000) $2 Shares 20,286 Est. Cost $43.38 Unrealized +142.2%
DHR Danaher 1.0%
Value ($000) $2 Shares 7,918 Est. Cost $38.00 Unrealized +590.6%
AbbVie 1.0%
Value ($000) $2 Shares 11,103 Est. Cost $106.79 Unrealized
Broadcom 1.0%
Value ($000) $2 Shares 12,592 Est. Cost $0.25 Unrealized
Alphabet Class A 1.0%
Value ($000) $2 Shares 12,416 Est. Cost $130.33 Unrealized
TSCO Tractor Supply Co. 0.9%
Value ($000) $2 Shares 6,880 Est. Cost $33.96 Unrealized +54.7%
CTAS Cintas 0.9%
Value ($000) $2 Shares 9,654 Est. Cost $157.31 Unrealized +21.3%
Adobe Systems 0.9%
Value ($000) $2 Shares 3,827 Est. Cost $227.96 Unrealized
FAST Fastenal Co. 0.9%
Value ($000) $2 Shares 27,328 Est. Cost $14.74 Unrealized +123.4%
XOM ExxonMobil 0.9%
Value ($000) $2 Shares 16,620 Est. Cost $65.05 Unrealized +69.2%
ECL Ecolab 0.9%
Value ($000) $2 Shares 7,559 Est. Cost $77.69 Unrealized +210.3%
NOC Northrop Grumman 0.9%
Value ($000) $2 Shares 3,438 Est. Cost $140.13 Unrealized +241.1%
LRCX Lam Research 0.9%
Value ($000) $2 Shares 2,220 Est. Cost $85.67 Unrealized 0.0%
CVX Chevron Corp. 0.8%
Value ($000) $2 Shares 12,039 Est. Cost $82.17 Unrealized +70.3%
AVY Avery Dennison 0.8%
Value ($000) $2 Shares 7,767 Est. Cost $86.52 Unrealized +142.6%
INTU Intuit 0.8%
Value ($000) $2 Shares 2,741 Est. Cost $91.87 Unrealized +589.0%
DOV Dover 0.8%
Value ($000) $2 Shares 8,819 Est. Cost $48.69 Unrealized +268.5%
JNJ Johnson & Johnson 0.8%
Value ($000) $2 Shares 10,369 Est. Cost $66.40 Unrealized +129.9%
CSCO Cisco Systems 0.8%
Value ($000) $2 Shares 31,507 Est. Cost $20.57 Unrealized +127.4%
LOW Lowes 0.8%
Value ($000) $2 Shares 6,142 Est. Cost $46.18 Unrealized +411.4%
NextEra Energy 0.8%
Value ($000) $2 Shares 19,467 Est. Cost $61.19 Unrealized
AMD Advanced Micro 0.8%
Value ($000) $2 Shares 9,966 Est. Cost $51.19 Unrealized +196.8%
VMC Vulcan Materials 0.8%
Value ($000) $2 Shares 6,442 Est. Cost $143.61 Unrealized +71.2%
HD Home Depot 0.8%
Value ($000) $2 Shares 3,964 Est. Cost $72.11 Unrealized +389.0%
ABT Abbott Laboratories 0.8%
Value ($000) $2 Shares 14,037 Est. Cost $33.83 Unrealized +216.5%
FDS Factset Research 0.8%
Value ($000) $2 Shares 3,464 Est. Cost $168.74 Unrealized +147.8%
BALL Ball Corp. 0.7%
Value ($000) $2 Shares 22,667 Est. Cost $32.48 Unrealized +91.5%
SBUX Starbucks 0.7%
Value ($000) $2 Shares 15,682 Est. Cost $49.41 Unrealized +67.6%
MAR Marriott Intl. Class A 0.7%
Value ($000) $1 Shares 5,852 Est. Cost $159.53 Unrealized +44.0%
SNA Snap-on 0.7%
Value ($000) $1 Shares 4,956 Est. Cost $148.08 Unrealized +79.4%
TXN Texas Instruments 0.7%
Value ($000) $1 Shares 6,825 Est. Cost $30.51 Unrealized +532.5%
META Meta Platforms 0.7%
Value ($000) $1 Shares 2,448 Est. Cost $110.03 Unrealized +365.4%
CTSH Cognizant Tech 0.6%
Value ($000) $1 Shares 17,732 Est. Cost $40.15 Unrealized +81.5%
ROP Roper Technologies 0.6%
Value ($000) $1 Shares 2,427 Est. Cost $118.61 Unrealized +359.1%
NKE Nike 0.6%
Value ($000) $1 Shares 15,111 Est. Cost $53.69 Unrealized +41.6%
EW Edwards Lifesciences 0.6%
Value ($000) $1 Shares 20,236 Est. Cost $60.19 Unrealized +20.7%
BDX Becton Dickinson 0.6%
Value ($000) $1 Shares 5,511 Est. Cost $113.89 Unrealized +99.9%
HON Honeywell 0.6%
Value ($000) $1 Shares 6,398 Est. Cost $64.54 Unrealized +191.8%
IDXX IDEXX Laboratories 0.6%
Value ($000) $1 Shares 2,619 Est. Cost $150.80 Unrealized +222.2%
CLX Clorox 0.6%
Value ($000) $1 Shares 7,949 Est. Cost $106.78 Unrealized +32.2%
Alphabet Class C 0.6%
Value ($000) $1 Shares 7,444 Est. Cost $121.65 Unrealized
LMT Lockheed Martin 0.6%
Value ($000) $1 Shares 2,079 Est. Cost $198.32 Unrealized +160.4%
Constellation Brands 0.6%
Value ($000) $1 Shares 4,690 Est. Cost $143.78 Unrealized
GPC Genuine Parts 0.5%
Value ($000) $1 Shares 8,179 Est. Cost $64.31 Unrealized +106.4%
CBRE Group 0.5%
Value ($000) $1 Shares 8,853 Est. Cost $37.88 Unrealized
DIS Walt Disney 0.5%
Value ($000) $1 Shares 11,185 Est. Cost $69.27 Unrealized +30.8%
LLY Eli Lilly 0.5%
Value ($000) $1 Shares 1,198 Est. Cost $45.17 Unrealized +1871.2%
SJM J.M. Smucker 0.5%
Value ($000) $1 Shares 8,425 Est. Cost $99.94 Unrealized +11.6%
ConocoPhillips 0.5%
Value ($000) $1 Shares 9,512 Est. Cost $49.67 Unrealized
RTX Corp. 0.5%
Value ($000) $1 Shares 8,130 Est. Cost $56.83 Unrealized
Check Point Software 0.5%
Value ($000) $1 Shares 5,099 Est. Cost $107.97 Unrealized
BMY Bristol-Myers Squibb 0.5%
Value ($000) $1 Shares 18,818 Est. Cost $46.60 Unrealized -6.3%
ADSK Autodesk 0.4%
Value ($000) $1 Shares 3,341 Est. Cost $199.93 Unrealized +25.9%
CVS CVS Health 0.4%
Value ($000) $1 Shares 14,634 Est. Cost $53.87 Unrealized +2.5%
PCAR PACCAR Inc. 0.4%
Value ($000) $1 Shares 9,028 Est. Cost $61.32 Unrealized +50.4%
GIS General Mills 0.4%
Value ($000) $1 Shares 11,868 Est. Cost $44.39 Unrealized +47.9%
CI Cigna 0.4%
Value ($000) $1 Shares 2,527 Est. Cost $227.70 Unrealized +47.1%
Ansys Inc. 0.4%
Value ($000) $1 Shares 2,533 Est. Cost $0.32 Unrealized
Freeport-McMoRan 0.4%
Value ($000) $1 Shares 16,047 Est. Cost $28.59 Unrealized
Salesforce 0.4%
Value ($000) $1 Shares 2,841 Est. Cost $120.62 Unrealized
EOG Resources 0.4%
Value ($000) $1 Shares 6,264 Est. Cost $57.89 Unrealized
DE Deere 0.4%
Value ($000) $1 Shares 1,818 Est. Cost $122.69 Unrealized +201.0%
KMB Kimberly Clark 0.4%
Value ($000) $1 Shares 5,337 Est. Cost $95.83 Unrealized +40.0%
Globe Life 0.4%
Value ($000) $1 Shares 7,093 Est. Cost $56.73 Unrealized
DCI Donaldson 0.3%
Value ($000) $1 Shares 9,758 Est. Cost $36.10 Unrealized +95.6%
MS Morgan Stanley 0.3%
Value ($000) $1 Shares 6,763 Est. Cost $65.10 Unrealized +48.9%
IBM IBM 0.3%
Value ($000) $1 Shares 3,130 Est. Cost $110.10 Unrealized +71.6%
VZ Verizon 0.3%
Value ($000) $1 Shares 14,905 Est. Cost $31.31 Unrealized +22.6%
ADM Archer Daniels Midland 0.3%
Value ($000) $1 Shares 10,742 Est. Cost $61.56 Unrealized -6.0%
Valero Energy Corp 0.3%
Value ($000) $1 Shares 4,743 Est. Cost $63.79 Unrealized
MDLZ Mondelez International 0.3%
Value ($000) $1 Shares 8,210 Est. Cost $50.13 Unrealized +34.0%
AVT Avnet 0.3%
Value ($000) $1 Shares 11,127 Est. Cost $47.63 Unrealized +6.3%
Truist Financial 0.3%
Value ($000) $1 Shares 14,014 Est. Cost $0.04 Unrealized
ITT Corporation 0.3%
Value ($000) $1 Shares 3,922 Est. Cost $49.76 Unrealized
MRSH Marsh & McLennan 0.3%
Value ($000) $1 Shares 2,525 Est. Cost $151.73 Unrealized +43.0%
DLTR Dollar Tree 0.3%
Value ($000) $1 Shares 7,689 Est. Cost $84.29 Unrealized +8.2%
MTD Mettler-Toledo Int'l 0.2%
Value ($000) $1 Shares 350 Est. Cost $828.24 Unrealized +69.5%
UPS United Parcel Service Cl B 0.2%
Value ($000) $0 Shares 3,462 Est. Cost $104.71 Unrealized +15.1%
Mastercard 0.2%
Value ($000) $0 Shares 942 Est. Cost $179.46 Unrealized
Accenture plc 0.2%
Value ($000) $0 Shares 1,271 Est. Cost $0.35 Unrealized
WAT Waters Corp. 0.2%
Value ($000) $0 Shares 1,240 Est. Cost $298.69 Unrealized +9.0%
Merck 0.2%
Value ($000) $0 Shares 3,731 Est. Cost $67.44 Unrealized
PHM Pulte Corp 0.2%
Value ($000) $0 Shares 2,652 Est. Cost $86.38 Unrealized +45.6%
FITB Fifth Third Bancorp 0.2%
Value ($000) $0 Shares 7,966 Est. Cost $25.21 Unrealized +53.1%
Chemed 0.2%
Value ($000) $0 Shares 566 Est. Cost $0.54 Unrealized
AA Alcoa 0.2%
Value ($000) $0 Shares 8,403 Est. Cost $35.20 Unrealized -4.8%
C Citigroup 0.2%
Value ($000) $0 Shares 5,086 Est. Cost $43.08 Unrealized +37.9%
Medtronic 0.1%
Value ($000) $0 Shares 3,306 Est. Cost $87.56 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $0 Shares 3,548 Est. Cost $57.62 Unrealized +26.8%
Goldman Sachs Group 0.1%
Value ($000) $0 Shares 582 Est. Cost $0.40 Unrealized
GGG Graco Inc. 0.1%
Value ($000) $0 Shares 3,190 Est. Cost $62.71 Unrealized +28.1%
NVO Novo Nordisk 0.1%
Value ($000) $0 Shares 2,267 Est. Cost $0.13 Unrealized
SHEL Shell 0.1%
Value ($000) $0 Shares 4,039 Est. Cost $43.70 Unrealized
ED Consolidated Edison 0.1%
Value ($000) $0 Shares 2,537 Est. Cost $69.95 Unrealized +35.0%
CRL Charles River Laboratories 0.1%
Value ($000) $0 Shares 1,341 Est. Cost $212.92 Unrealized -2.4%
WMB Williams Companies 0.1%
Value ($000) $0 Shares 5,769 Est. Cost $26.50 Unrealized +57.6%
Quest Diagnostics 0.1%
Value ($000) $0 Shares 1,663 Est. Cost $113.76 Unrealized
PFE Pfizer 0.1%
Value ($000) $0 Shares 8,858 Est. Cost $30.49 Unrealized -12.5%
AT&T 0.1%
Value ($000) $0 Shares 10,820 Est. Cost $0.02 Unrealized
LNC Lincoln National Corp. 0.1%
Value ($000) $0 Shares 7,490 Est. Cost $25.09 Unrealized +14.9%
PRU Prudential 0.1%
Value ($000) $0 Shares 1,900 Est. Cost $73.47 Unrealized +50.5%
RIO Rio Tinto Group 0.1%
Value ($000) $0 Shares 3,182 Est. Cost $0.07 Unrealized
Duke Energy 0.1%
Value ($000) $0 Shares 1,924 Est. Cost $0.12 Unrealized
MKC McCormick 0.1%
Value ($000) $0 Shares 2,540 Est. Cost $63.73 Unrealized +17.8%
Organon 0.1%
Value ($000) $0 Shares 10,760 Est. Cost $0.02 Unrealized
Viatris 0.1%
Value ($000) $0 Shares 14,755 Est. Cost $4.98 Unrealized
Amcor PLC 0.1%
Value ($000) $0 Shares 11,111 Est. Cost $11.47 Unrealized
F Ford Motor Company 0.1%
Value ($000) $0 Shares 11,630 Est. Cost $10.44 Unrealized 0.0%