EADS & HEALD WEALTH MANAGEMENT Diversified Active

Location: Atlanta, GA

CIK: 0001035912 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 17, 2025

Total Value: $203M

Holdings (135)

NVDA Nvidia 3.5%
Value $7.033M Shares 52,371 Est. Cost $92.36 Unrealized +49.2%
AAPL Apple 1.9%
Value $3.835M Shares 15,315 Est. Cost $77.97 Unrealized +200.8%
WMT Walmart 1.9%
Value $3.819M Shares 42,273 Est. Cost $44.98 Unrealized +90.8%
COST Costco 1.8%
Value $3.692M Shares 4,029 Est. Cost $88.24 Unrealized +945.6%
AMZN Amazon.com 1.8%
Value $3.592M Shares 16,374 Est. Cost $118.08 Unrealized +73.3%
FISV Fiserv 1.7%
Value $3.406M Shares 16,583 Est. Cost $50.32 Unrealized +305.7%
Oracle Corp. 1.6%
Value $3.345M Shares 20,071 Est. Cost $31.85 Unrealized
JPM J.P. Morgan Chase 1.6%
Value $3.333M Shares 13,905 Est. Cost $46.72 Unrealized +388.0%
AXP American Express 1.6%
Value $3.232M Shares 10,890 Est. Cost $60.88 Unrealized +365.8%
SYK Stryker 1.5%
Value $3.08M Shares 8,555 Est. Cost $58.86 Unrealized +522.3%
GWW W.W. Grainger 1.5%
Value $2.975M Shares 2,822 Est. Cost $188.99 Unrealized +490.5%
Visa 1.5%
Value $2.97M Shares 9,399 Est. Cost $99.57 Unrealized
Netflix 1.4%
Value $2.946M Shares 3,305 Est. Cost $551.01 Unrealized
AFL AFLAC 1.4%
Value $2.879M Shares 27,837 Est. Cost $28.81 Unrealized +269.4%
Broadcom 1.4%
Value $2.792M Shares 12,044 Est. Cost $253.73 Unrealized
MSFT Microsoft 1.4%
Value $2.787M Shares 6,612 Est. Cost $26.70 Unrealized +1481.6%
APH Amphenol 1.4%
Value $2.767M Shares 39,835 Est. Cost $38.42 Unrealized +80.5%
Booking Holdings 1.3%
Value $2.686M Shares 541 Est. Cost $2256.19 Unrealized
ORLY O'Reilly Auto 1.2%
Value $2.515M Shares 2,121 Est. Cost $10.45 Unrealized +671.4%
CHD Church & Dwight 1.2%
Value $2.51M Shares 23,969 Est. Cost $36.85 Unrealized +182.4%
ITW Illinois Tool Works 1.2%
Value $2.503M Shares 9,871 Est. Cost $55.95 Unrealized +359.9%
EMR Emerson Electric 1.2%
Value $2.463M Shares 19,876 Est. Cost $43.38 Unrealized +174.4%
UNH UnitedHealth Group 1.2%
Value $2.457M Shares 4,857 Est. Cost $164.29 Unrealized +236.5%
COR Cencora 1.2%
Value $2.403M Shares 10,696 Est. Cost $93.01 Unrealized +150.6%
PG Procter & Gamble 1.2%
Value $2.387M Shares 14,237 Est. Cost $58.18 Unrealized +184.8%
ADP Automatic Data Processing 1.2%
Value $2.374M Shares 8,109 Est. Cost $47.72 Unrealized +503.3%
ADI Analog Devices 1.2%
Value $2.369M Shares 11,151 Est. Cost $106.30 Unrealized +103.9%
TMO Thermo Fisher Scientific 1.2%
Value $2.347M Shares 4,512 Est. Cost $80.23 Unrealized +582.4%
CAT Caterpillar 1.1%
Value $2.337M Shares 6,442 Est. Cost $210.57 Unrealized +81.3%
Alphabet Class A 1.1%
Value $2.333M Shares 12,325 Est. Cost $130.33 Unrealized
CSL Carlisle 1.1%
Value $2.308M Shares 6,258 Est. Cost $70.89 Unrealized +505.5%
SHW Sherwin-Williams 1.1%
Value $2.213M Shares 6,510 Est. Cost $198.20 Unrealized +86.5%
MCD McDonalds 1.1%
Value $2.164M Shares 7,466 Est. Cost $97.11 Unrealized +198.8%
EXPD Expeditors Int'l 1.0%
Value $2.109M Shares 19,039 Est. Cost $67.58 Unrealized +73.7%
APD Air Products & Chem. 1.0%
Value $2.101M Shares 7,245 Est. Cost $127.28 Unrealized +138.8%
AMGN Amgen 1.0%
Value $2.08M Shares 7,981 Est. Cost $83.82 Unrealized +241.3%
PEP PepsiCo 1.0%
Value $1.972M Shares 12,968 Est. Cost $59.69 Unrealized +162.3%
D.R. Horton 1.0%
Value $1.968M Shares 14,075 Est. Cost $42.01 Unrealized
SNA Snap-on 1.0%
Value $1.964M Shares 5,784 Est. Cost $173.76 Unrealized +88.5%
AbbVie 1.0%
Value $1.962M Shares 11,041 Est. Cost $106.79 Unrealized
TSCO Tractor Supply Co. 1.0%
Value $1.934M Shares 36,440 Est. Cost $51.38 Unrealized +7.9%
FAST Fastenal Co. 0.9%
Value $1.926M Shares 26,788 Est. Cost $14.74 Unrealized +158.8%
CL Colgate Palmolive 0.9%
Value $1.87M Shares 20,568 Est. Cost $47.13 Unrealized +97.5%
CVX Chevron Corp. 0.9%
Value $1.858M Shares 12,830 Est. Cost $86.08 Unrealized +69.0%
CSCO Cisco Systems 0.9%
Value $1.849M Shares 31,232 Est. Cost $20.57 Unrealized +169.2%
DHR Danaher 0.9%
Value $1.803M Shares 7,853 Est. Cost $38.00 Unrealized +542.0%
XOM ExxonMobil 0.9%
Value $1.802M Shares 16,747 Est. Cost $65.05 Unrealized +72.7%
ECL Ecolab 0.9%
Value $1.78M Shares 7,596 Est. Cost $77.69 Unrealized +216.0%
INTU Intuit 0.9%
Value $1.735M Shares 2,761 Est. Cost $91.87 Unrealized +590.9%
CTAS Cintas 0.8%
Value $1.696M Shares 9,283 Est. Cost $157.31 Unrealized +32.4%
SBUX Starbucks 0.8%
Value $1.665M Shares 18,246 Est. Cost $55.67 Unrealized +68.7%
Adobe Systems 0.8%
Value $1.659M Shares 3,731 Est. Cost $467.43 Unrealized
VMC Vulcan Materials 0.8%
Value $1.649M Shares 6,412 Est. Cost $143.61 Unrealized +85.7%
FDS Factset Research 0.8%
Value $1.646M Shares 3,427 Est. Cost $168.74 Unrealized +177.9%
MAR Marriott Intl. Class A 0.8%
Value $1.633M Shares 5,854 Est. Cost $159.53 Unrealized +70.2%
DOV Dover 0.8%
Value $1.622M Shares 8,645 Est. Cost $48.69 Unrealized +296.5%
NOC Northrop Grumman 0.8%
Value $1.602M Shares 3,413 Est. Cost $140.13 Unrealized +251.8%
ABT Abbott Laboratories 0.8%
Value $1.577M Shares 13,944 Est. Cost $33.83 Unrealized +235.0%
LRCX Lam Research 0.8%
Value $1.546M Shares 21,407 Est. Cost $76.09 Unrealized -1.5%
HD Home Depot 0.7%
Value $1.521M Shares 3,910 Est. Cost $72.11 Unrealized +450.9%
JNJ Johnson & Johnson 0.7%
Value $1.497M Shares 10,352 Est. Cost $66.40 Unrealized +125.3%
LOW Lowes 0.7%
Value $1.491M Shares 6,041 Est. Cost $46.18 Unrealized +466.3%
AVY Avery Dennison 0.7%
Value $1.453M Shares 7,767 Est. Cost $86.52 Unrealized +130.2%
HON Honeywell 0.7%
Value $1.425M Shares 6,309 Est. Cost $64.54 Unrealized +215.4%
Alphabet Class C 0.7%
Value $1.398M Shares 7,339 Est. Cost $127.15 Unrealized
NextEra Energy 0.7%
Value $1.39M Shares 19,392 Est. Cost $73.96 Unrealized
META Meta Platforms 0.7%
Value $1.388M Shares 2,370 Est. Cost $110.03 Unrealized +431.4%
CTSH Cognizant Tech 0.7%
Value $1.381M Shares 17,952 Est. Cost $40.60 Unrealized +89.3%
CLX Clorox 0.6%
Value $1.32M Shares 8,129 Est. Cost $107.90 Unrealized +45.8%
EW Edwards Lifesciences 0.6%
Value $1.29M Shares 17,431 Est. Cost $60.19 Unrealized +16.3%
TXN Texas Instruments 0.6%
Value $1.268M Shares 6,765 Est. Cost $30.51 Unrealized +533.1%
ADSK Autodesk 0.6%
Value $1.262M Shares 4,270 Est. Cost $220.70 Unrealized +33.9%
ROP Roper Technologies 0.6%
Value $1.252M Shares 2,408 Est. Cost $118.61 Unrealized +359.0%
CBRE Group 0.6%
Value $1.211M Shares 9,224 Est. Cost $74.43 Unrealized
DIS Walt Disney 0.6%
Value $1.195M Shares 10,731 Est. Cost $69.27 Unrealized +49.5%
AMD Advanced Micro 0.6%
Value $1.189M Shares 9,841 Est. Cost $51.19 Unrealized +181.1%
BALL Ball Corp. 0.6%
Value $1.188M Shares 21,541 Est. Cost $32.48 Unrealized +85.4%
Goldman Sachs Group 0.6%
Value $1.126M Shares 1,967 Est. Cost $521.20 Unrealized
BDX Becton Dickinson 0.5%
Value $1.115M Shares 4,916 Est. Cost $113.89 Unrealized +97.7%
BMY Bristol-Myers Squibb 0.5%
Value $1.093M Shares 19,323 Est. Cost $46.76 Unrealized +12.5%
LMT Lockheed Martin 0.5%
Value $1.018M Shares 2,094 Est. Cost $198.32 Unrealized +165.8%
Constellation Brands 0.5%
Value $1.015M Shares 4,594 Est. Cost $214.79 Unrealized
EOG Resources 0.5%
Value $995K Shares 8,119 Est. Cost $73.72 Unrealized
IDXX IDEXX Laboratories 0.5%
Value $985K Shares 2,383 Est. Cost $150.80 Unrealized +190.9%
Ansys Inc. 0.5%
Value $985K Shares 2,920 Est. Cost $323.39 Unrealized
Salesforce 0.5%
Value $957K Shares 2,861 Est. Cost $217.19 Unrealized
RTX Corp. 0.5%
Value $954K Shares 8,245 Est. Cost $63.20 Unrealized
Check Point Software 0.5%
Value $944K Shares 5,054 Est. Cost $107.97 Unrealized
PCAR PACCAR Inc. 0.5%
Value $928K Shares 8,918 Est. Cost $61.32 Unrealized +69.4%
SJM J.M. Smucker 0.5%
Value $923K Shares 8,378 Est. Cost $99.94 Unrealized +10.0%
MS Morgan Stanley 0.4%
Value $891K Shares 7,085 Est. Cost $67.57 Unrealized +76.9%
GPC Genuine Parts 0.4%
Value $869K Shares 7,443 Est. Cost $64.31 Unrealized +86.8%
NKE Nike 0.4%
Value $865K Shares 11,428 Est. Cost $53.69 Unrealized +42.4%
LLY Eli Lilly 0.4%
Value $857K Shares 1,110 Est. Cost $45.17 Unrealized +1718.0%
Truist Financial 0.4%
Value $778K Shares 17,939 Est. Cost $41.22 Unrealized
ConocoPhillips 0.4%
Value $774K Shares 7,807 Est. Cost $90.57 Unrealized
DE Deere 0.4%
Value $770K Shares 1,818 Est. Cost $122.69 Unrealized +237.4%
Freeport-McMoRan 0.4%
Value $765K Shares 20,097 Est. Cost $41.27 Unrealized
KMB Kimberly Clark 0.4%
Value $752K Shares 5,739 Est. Cost $98.23 Unrealized +32.5%
CI Cigna 0.3%
Value $683K Shares 2,472 Est. Cost $227.70 Unrealized +36.8%
Accenture plc 0.3%
Value $672K Shares 1,911 Est. Cost $352.72 Unrealized
GIS General Mills 0.3%
Value $665K Shares 10,432 Est. Cost $44.39 Unrealized +44.4%
Globe Life 0.3%
Value $658K Shares 5,898 Est. Cost $105.12 Unrealized
IBM IBM 0.3%
Value $655K Shares 2,981 Est. Cost $110.10 Unrealized +96.5%
DCI Donaldson 0.3%
Value $646K Shares 9,598 Est. Cost $36.10 Unrealized +100.0%
Valero Energy Corp 0.3%
Value $595K Shares 4,856 Est. Cost $76.46 Unrealized
VZ Verizon 0.3%
Value $569K Shares 14,238 Est. Cost $31.31 Unrealized +25.8%
ITT Corporation 0.3%
Value $539K Shares 3,772 Est. Cost $68.11 Unrealized
MRSH Marsh & McLennan 0.3%
Value $515K Shares 2,425 Est. Cost $151.73 Unrealized +43.5%
AVT Avnet 0.3%
Value $510K Shares 9,756 Est. Cost $47.63 Unrealized +10.4%
MDLZ Mondelez International 0.2%
Value $508K Shares 8,505 Est. Cost $50.60 Unrealized +25.7%
CVS CVS Health 0.2%
Value $505K Shares 11,251 Est. Cost $53.87 Unrealized -0.4%
Mastercard 0.2%
Value $492K Shares 934 Est. Cost $217.70 Unrealized
MTD Mettler-Toledo Int'l 0.2%
Value $489K Shares 400 Est. Cost $887.81 Unrealized +47.0%
WAT Waters Corp. 0.2%
Value $477K Shares 1,286 Est. Cost $301.09 Unrealized +21.5%
ADM Archer Daniels Midland 0.2%
Value $394K Shares 7,794 Est. Cost $61.56 Unrealized -15.9%
PHM Pulte Corp 0.2%
Value $387K Shares 3,552 Est. Cost $97.08 Unrealized +32.5%
C Citigroup 0.2%
Value $354K Shares 5,033 Est. Cost $43.08 Unrealized +51.8%
FITB Fifth Third Bancorp 0.2%
Value $347K Shares 8,201 Est. Cost $25.72 Unrealized +66.9%
Merck 0.2%
Value $335K Shares 3,366 Est. Cost $82.98 Unrealized
GILD Gilead Sciences 0.2%
Value $322K Shares 3,481 Est. Cost $57.62 Unrealized +51.0%
AA Alcoa 0.2%
Value $317K Shares 8,403 Est. Cost $35.20 Unrealized +16.4%
DLTR Dollar Tree 0.2%
Value $308K Shares 4,109 Est. Cost $84.29 Unrealized -18.6%
Chemed 0.1%
Value $300K Shares 566 Est. Cost $542.40 Unrealized
WMB Williams Companies 0.1%
Value $297K Shares 5,489 Est. Cost $26.50 Unrealized +95.2%
GGG Graco Inc. 0.1%
Value $269K Shares 3,190 Est. Cost $62.71 Unrealized +35.9%
UPS United Parcel Service Cl B 0.1%
Value $257K Shares 2,035 Est. Cost $104.71 Unrealized +16.8%
TOL Toll Brothers 0.1%
Value $256K Shares 2,034 Est. Cost $148.49 Unrealized 0.0%
Quest Diagnostics 0.1%
Value $251K Shares 1,663 Est. Cost $113.76 Unrealized
AT&T 0.1%
Value $250K Shares 10,975 Est. Cost $22.01 Unrealized
SHEL Shell 0.1%
Value $246K Shares 3,919 Est. Cost $50.70 Unrealized
LNC Lincoln National Corp. 0.1%
Value $233K Shares 7,360 Est. Cost $25.09 Unrealized +24.6%
PRU Prudential 0.1%
Value $225K Shares 1,896 Est. Cost $73.47 Unrealized +58.8%
Duke Energy 0.1%
Value $207K Shares 1,924 Est. Cost $115.38 Unrealized
Viatris 0.1%
Value $184K Shares 14,755 Est. Cost $9.20 Unrealized