EADS & HEALD WEALTH MANAGEMENT Diversified Active

Location: Atlanta, GA

CIK: 0001035912 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 25, 2025

Total Value: $197M

Holdings (138)

NVDA Nvidia 2.7%
Value $5.326M Shares 49,145 Est. Cost $92.36 Unrealized +37.2%
COST Costco 1.9%
Value $3.676M Shares 3,887 Est. Cost $88.24 Unrealized +999.9%
WMT Walmart 1.8%
Value $3.49M Shares 39,750 Est. Cost $44.98 Unrealized +106.6%
AAPL Apple 1.7%
Value $3.316M Shares 14,930 Est. Cost $77.97 Unrealized +196.0%
FISV Fiserv 1.7%
Value $3.282M Shares 14,861 Est. Cost $50.32 Unrealized +335.1%
JPM J.P. Morgan Chase 1.7%
Value $3.267M Shares 13,317 Est. Cost $46.72 Unrealized +437.0%
Visa 1.6%
Value $3.11M Shares 8,875 Est. Cost $99.57 Unrealized
SYK Stryker 1.6%
Value $3.077M Shares 8,265 Est. Cost $58.86 Unrealized +540.6%
AMZN Amazon.com 1.5%
Value $3.031M Shares 15,933 Est. Cost $118.08 Unrealized +83.8%
AFL AFLAC 1.5%
Value $2.954M Shares 26,568 Est. Cost $28.81 Unrealized +261.3%
ORLY O'Reilly Auto 1.5%
Value $2.94M Shares 2,052 Est. Cost $10.45 Unrealized +732.3%
Netflix 1.5%
Value $2.856M Shares 3,063 Est. Cost $551.01 Unrealized
COR Cencora 1.4%
Value $2.839M Shares 10,208 Est. Cost $93.01 Unrealized +168.3%
GWW W.W. Grainger 1.4%
Value $2.775M Shares 2,809 Est. Cost $188.99 Unrealized +442.8%
AXP American Express 1.4%
Value $2.768M Shares 10,290 Est. Cost $60.88 Unrealized +380.3%
Oracle Corp. 1.4%
Value $2.693M Shares 19,261 Est. Cost $31.85 Unrealized
APH Amphenol 1.3%
Value $2.628M Shares 40,073 Est. Cost $38.42 Unrealized +76.3%
CHD Church & Dwight 1.3%
Value $2.606M Shares 23,674 Est. Cost $36.85 Unrealized +187.3%
UNH UnitedHealth Group 1.3%
Value $2.498M Shares 4,770 Est. Cost $164.29 Unrealized +204.0%
AMGN Amgen 1.2%
Value $2.432M Shares 7,808 Est. Cost $83.82 Unrealized +242.7%
MSFT Microsoft 1.2%
Value $2.426M Shares 6,463 Est. Cost $26.70 Unrealized +1417.0%
ITW Illinois Tool Works 1.2%
Value $2.418M Shares 9,748 Est. Cost $55.95 Unrealized +348.1%
ADP Automatic Data Processing 1.2%
Value $2.41M Shares 7,887 Est. Cost $47.72 Unrealized +519.0%
PG Procter & Gamble 1.2%
Value $2.396M Shares 14,061 Est. Cost $58.18 Unrealized +181.8%
Booking Holdings 1.2%
Value $2.325M Shares 505 Est. Cost $2256.19 Unrealized
MCD McDonalds 1.2%
Value $2.293M Shares 7,341 Est. Cost $97.11 Unrealized +201.6%
EXPD Expeditors Int'l 1.1%
Value $2.246M Shares 18,674 Est. Cost $67.58 Unrealized +68.3%
SHW Sherwin-Williams 1.1%
Value $2.222M Shares 6,363 Est. Cost $198.20 Unrealized +75.6%
TMO Thermo Fisher Scientific 1.1%
Value $2.221M Shares 4,463 Est. Cost $80.23 Unrealized +572.8%
EMR Emerson Electric 1.1%
Value $2.205M Shares 20,111 Est. Cost $44.26 Unrealized +168.4%
ADI Analog Devices 1.1%
Value $2.205M Shares 10,933 Est. Cost $106.30 Unrealized +100.3%
AbbVie 1.1%
Value $2.173M Shares 10,371 Est. Cost $106.79 Unrealized
APD Air Products & Chem. 1.1%
Value $2.157M Shares 7,314 Est. Cost $127.28 Unrealized +136.0%
CSL Carlisle 1.1%
Value $2.101M Shares 6,171 Est. Cost $70.89 Unrealized +399.0%
CVX Chevron Corp. 1.1%
Value $2.1M Shares 12,551 Est. Cost $86.08 Unrealized +74.8%
CAT Caterpillar 1.0%
Value $2.047M Shares 6,208 Est. Cost $210.57 Unrealized +67.1%
FAST Fastenal Co. 1.0%
Value $2.033M Shares 26,211 Est. Cost $14.74 Unrealized +150.0%
TSCO Tractor Supply Co. 1.0%
Value $2.009M Shares 36,464 Est. Cost $51.38 Unrealized +5.0%
XOM ExxonMobil 1.0%
Value $1.986M Shares 16,695 Est. Cost $65.05 Unrealized +64.8%
PEP PepsiCo 1.0%
Value $1.932M Shares 12,886 Est. Cost $59.69 Unrealized +140.4%
Broadcom 1.0%
Value $1.927M Shares 11,512 Est. Cost $253.73 Unrealized
CL Colgate Palmolive 1.0%
Value $1.926M Shares 20,560 Est. Cost $47.13 Unrealized +86.4%
CSCO Cisco Systems 1.0%
Value $1.917M Shares 31,062 Est. Cost $20.57 Unrealized +192.1%
ECL Ecolab 1.0%
Value $1.9M Shares 7,495 Est. Cost $77.69 Unrealized +221.3%
CTAS Cintas 1.0%
Value $1.89M Shares 9,195 Est. Cost $157.31 Unrealized +25.7%
SNA Snap-on 0.9%
Value $1.861M Shares 5,522 Est. Cost $173.76 Unrealized +90.9%
Alphabet Class A 0.9%
Value $1.855M Shares 11,993 Est. Cost $130.33 Unrealized
ABT Abbott Laboratories 0.9%
Value $1.804M Shares 13,596 Est. Cost $33.83 Unrealized +271.0%
SBUX Starbucks 0.9%
Value $1.8M Shares 18,346 Est. Cost $55.67 Unrealized +81.4%
INTU Intuit 0.9%
Value $1.764M Shares 2,873 Est. Cost $111.58 Unrealized +435.5%
D.R. Horton 0.9%
Value $1.73M Shares 13,609 Est. Cost $42.01 Unrealized
NOC Northrop Grumman 0.9%
Value $1.723M Shares 3,366 Est. Cost $140.13 Unrealized +235.4%
LRCX Lam Research 0.9%
Value $1.695M Shares 23,314 Est. Cost $76.25 Unrealized +2.4%
JNJ Johnson & Johnson 0.8%
Value $1.66M Shares 10,007 Est. Cost $66.40 Unrealized +129.6%
DHR Danaher 0.8%
Value $1.547M Shares 7,549 Est. Cost $38.00 Unrealized +471.0%
FDS Factset Research 0.8%
Value $1.529M Shares 3,363 Est. Cost $168.74 Unrealized +166.9%
DOV Dover 0.8%
Value $1.488M Shares 8,470 Est. Cost $48.69 Unrealized +290.9%
LOW Lowes 0.7%
Value $1.456M Shares 6,242 Est. Cost $52.49 Unrealized +361.2%
VMC Vulcan Materials 0.7%
Value $1.437M Shares 6,160 Est. Cost $143.61 Unrealized +75.6%
ROP Roper Technologies 0.7%
Value $1.416M Shares 2,403 Est. Cost $118.61 Unrealized +370.0%
Adobe Systems 0.7%
Value $1.41M Shares 3,676 Est. Cost $467.43 Unrealized
NextEra Energy 0.7%
Value $1.378M Shares 19,440 Est. Cost $73.96 Unrealized
AVY Avery Dennison 0.7%
Value $1.374M Shares 7,719 Est. Cost $86.52 Unrealized +108.5%
CTSH Cognizant Tech 0.7%
Value $1.369M Shares 17,899 Est. Cost $40.60 Unrealized +97.7%
MAR Marriott Intl. Class A 0.7%
Value $1.337M Shares 5,613 Est. Cost $159.53 Unrealized +68.9%
HD Home Depot 0.7%
Value $1.329M Shares 3,627 Est. Cost $72.11 Unrealized +428.0%
HON Honeywell 0.7%
Value $1.312M Shares 6,197 Est. Cost $64.54 Unrealized +207.4%
META Meta Platforms 0.6%
Value $1.27M Shares 2,203 Est. Cost $110.03 Unrealized +484.6%
EW Edwards Lifesciences 0.6%
Value $1.242M Shares 17,130 Est. Cost $60.19 Unrealized +18.9%
TXN Texas Instruments 0.6%
Value $1.188M Shares 6,610 Est. Cost $30.51 Unrealized +497.3%
CLX Clorox 0.6%
Value $1.188M Shares 8,069 Est. Cost $107.90 Unrealized +37.1%
BMY Bristol-Myers Squibb 0.6%
Value $1.17M Shares 19,177 Est. Cost $46.76 Unrealized +18.7%
CBRE Group 0.6%
Value $1.167M Shares 8,924 Est. Cost $74.43 Unrealized
Alphabet Class C 0.6%
Value $1.126M Shares 7,206 Est. Cost $127.15 Unrealized
Check Point Software 0.6%
Value $1.104M Shares 4,844 Est. Cost $107.97 Unrealized
BALL Ball Corp. 0.6%
Value $1.083M Shares 20,801 Est. Cost $32.48 Unrealized +59.3%
BDX Becton Dickinson 0.5%
Value $1.077M Shares 4,704 Est. Cost $113.89 Unrealized +99.6%
RTX Corp. 0.5%
Value $1.068M Shares 8,064 Est. Cost $63.20 Unrealized
ADSK Autodesk 0.5%
Value $1.057M Shares 4,036 Est. Cost $220.70 Unrealized +28.9%
EOG Resources 0.5%
Value $1.047M Shares 8,168 Est. Cost $73.72 Unrealized
IDXX IDEXX Laboratories 0.5%
Value $1.003M Shares 2,388 Est. Cost $150.80 Unrealized +187.9%
DIS Walt Disney 0.5%
Value $1.002M Shares 10,150 Est. Cost $69.27 Unrealized +53.4%
AMD Advanced Micro 0.5%
Value $989K Shares 9,626 Est. Cost $51.19 Unrealized +117.2%
SJM J.M. Smucker 0.5%
Value $982K Shares 8,293 Est. Cost $99.94 Unrealized +4.4%
Goldman Sachs Group 0.5%
Value $960K Shares 1,757 Est. Cost $521.20 Unrealized
LLY Eli Lilly 0.4%
Value $885K Shares 1,072 Est. Cost $45.17 Unrealized +1730.3%
LMT Lockheed Martin 0.4%
Value $884K Shares 1,979 Est. Cost $198.32 Unrealized +126.0%
Globe Life 0.4%
Value $864K Shares 6,562 Est. Cost $107.80 Unrealized
PCAR PACCAR Inc. 0.4%
Value $863K Shares 8,863 Est. Cost $61.32 Unrealized +67.9%
KMB Kimberly Clark 0.4%
Value $859K Shares 6,043 Est. Cost $99.82 Unrealized +30.0%
Ansys Inc. 0.4%
Value $852K Shares 2,691 Est. Cost $323.39 Unrealized
MTD Mettler-Toledo Int'l 0.4%
Value $836K Shares 708 Est. Cost $1057.17 Unrealized +20.8%
Salesforce 0.4%
Value $835K Shares 3,110 Est. Cost $221.29 Unrealized
MS Morgan Stanley 0.4%
Value $823K Shares 7,057 Est. Cost $67.57 Unrealized +86.3%
GPC Genuine Parts 0.4%
Value $823K Shares 6,906 Est. Cost $64.31 Unrealized +81.7%
DE Deere 0.4%
Value $821K Shares 1,749 Est. Cost $122.69 Unrealized +276.2%
CI Cigna 0.4%
Value $787K Shares 2,391 Est. Cost $227.70 Unrealized +29.9%
Freeport-McMoRan 0.4%
Value $759K Shares 20,057 Est. Cost $41.27 Unrealized
CVS CVS Health 0.4%
Value $753K Shares 11,112 Est. Cost $53.87 Unrealized +7.6%
Accenture plc 0.4%
Value $715K Shares 2,291 Est. Cost $345.98 Unrealized
Constellation Brands 0.4%
Value $709K Shares 3,865 Est. Cost $214.79 Unrealized
DCI Donaldson 0.3%
Value $670K Shares 9,988 Est. Cost $37.34 Unrealized +82.3%
NKE Nike 0.3%
Value $661K Shares 10,410 Est. Cost $53.69 Unrealized +34.2%
VZ Verizon 0.3%
Value $648K Shares 14,288 Est. Cost $31.31 Unrealized +26.4%
Truist Financial 0.3%
Value $644K Shares 15,654 Est. Cost $41.22 Unrealized
IBM IBM 0.3%
Value $637K Shares 2,560 Est. Cost $110.10 Unrealized +117.4%
Valero Energy Corp 0.3%
Value $620K Shares 4,696 Est. Cost $76.46 Unrealized
GIS General Mills 0.3%
Value $606K Shares 10,130 Est. Cost $44.39 Unrealized +30.6%
MRSH Marsh & McLennan 0.3%
Value $600K Shares 2,460 Est. Cost $152.75 Unrealized +46.2%
MDLZ Mondelez International 0.3%
Value $577K Shares 8,505 Est. Cost $50.60 Unrealized +18.1%
ConocoPhillips 0.3%
Value $558K Shares 5,317 Est. Cost $90.57 Unrealized
ADM Archer Daniels Midland 0.3%
Value $547K Shares 11,393 Est. Cost $56.89 Unrealized -17.7%
AVT Avnet 0.3%
Value $525K Shares 10,924 Est. Cost $47.81 Unrealized +3.2%
Mastercard 0.3%
Value $501K Shares 914 Est. Cost $217.70 Unrealized
ITT Corporation 0.2%
Value $484K Shares 3,750 Est. Cost $68.11 Unrealized
WAT Waters Corp. 0.2%
Value $454K Shares 1,233 Est. Cost $301.09 Unrealized +28.6%
FITB Fifth Third Bancorp 0.2%
Value $358K Shares 9,136 Est. Cost $27.25 Unrealized +49.3%
Merck 0.2%
Value $357K Shares 3,976 Est. Cost $84.02 Unrealized
PHM Pulte Corp 0.2%
Value $351K Shares 3,412 Est. Cost $97.08 Unrealized +10.4%
Chemed 0.2%
Value $348K Shares 566 Est. Cost $542.40 Unrealized
AT&T 0.2%
Value $310K Shares 10,955 Est. Cost $22.01 Unrealized
GILD Gilead Sciences 0.2%
Value $308K Shares 2,749 Est. Cost $57.62 Unrealized +74.5%
WMB Williams Companies 0.2%
Value $299K Shares 5,002 Est. Cost $26.50 Unrealized +109.2%
BP BP 0.1%
Value $289K Shares 8,547 Est. Cost $33.81 Unrealized
SHEL Shell 0.1%
Value $285K Shares 3,896 Est. Cost $50.70 Unrealized
DLTR Dollar Tree 0.1%
Value $270K Shares 3,600 Est. Cost $84.29 Unrealized -15.2%
GGG Graco Inc. 0.1%
Value $266K Shares 3,190 Est. Cost $62.71 Unrealized +33.1%
LNC Lincoln National Corp. 0.1%
Value $264K Shares 7,350 Est. Cost $25.09 Unrealized +34.6%
C Citigroup 0.1%
Value $264K Shares 3,723 Est. Cost $43.08 Unrealized +73.0%
Quest Diagnostics 0.1%
Value $264K Shares 1,563 Est. Cost $113.76 Unrealized
RIO Rio Tinto Group 0.1%
Value $250K Shares 4,163 Est. Cost $60.05 Unrealized
AA Alcoa 0.1%
Value $237K Shares 7,783 Est. Cost $35.20 Unrealized -1.7%
PFE Pfizer 0.1%
Value $236K Shares 9,325 Est. Cost $24.71 Unrealized 0.0%
Duke Energy 0.1%
Value $235K Shares 1,924 Est. Cost $115.38 Unrealized
CRL Charles River Laboratories 0.1%
Value $233K Shares 1,548 Est. Cost $167.66 Unrealized 0.0%
PRU Prudential 0.1%
Value $212K Shares 1,896 Est. Cost $73.47 Unrealized +48.3%
MKC McCormick 0.1%
Value $206K Shares 2,500 Est. Cost $76.37 Unrealized 0.0%
PM Philip Morris Int'l 0.1%
Value $201K Shares 1,269 Est. Cost $136.99 Unrealized 0.0%