EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 22, 2025

Total Value ($000): $202 (100.0% shares, 0.0% debt)

Holdings (134)

NVDA Nvidia 3.5%
Value ($000) $7 Shares 45,264 Est. Cost $92.36 Unrealized +36.2%
Oracle Corp. 1.9%
Value ($000) $4 Shares 18,037 Est. Cost $31.85 Unrealized
COST Costco 1.8%
Value ($000) $4 Shares 3,714 Est. Cost $88.24 Unrealized +1022.8%
WMT Walmart 1.8%
Value ($000) $4 Shares 37,373 Est. Cost $44.98 Unrealized +110.7%
JPM J.P. Morgan Chase 1.8%
Value ($000) $4 Shares 12,516 Est. Cost $46.72 Unrealized +440.8%
APH Amphenol 1.7%
Value ($000) $3 Shares 35,164 Est. Cost $38.42 Unrealized +111.8%
Netflix 1.7%
Value ($000) $3 Shares 2,592 Est. Cost $0.55 Unrealized
AMZN Amazon.com 1.7%
Value ($000) $3 Shares 15,305 Est. Cost $118.08 Unrealized +67.6%
SYK Stryker 1.6%
Value ($000) $3 Shares 8,021 Est. Cost $58.86 Unrealized +531.2%
MSFT Microsoft 1.5%
Value ($000) $3 Shares 6,210 Est. Cost $26.70 Unrealized +1519.2%
AXP American Express 1.5%
Value ($000) $3 Shares 9,649 Est. Cost $60.88 Unrealized +358.8%
Visa 1.5%
Value ($000) $3 Shares 8,515 Est. Cost $99.57 Unrealized
AAPL Apple 1.5%
Value ($000) $3 Shares 14,634 Est. Cost $77.97 Unrealized +158.3%
Broadcom 1.4%
Value ($000) $3 Shares 10,605 Est. Cost $0.25 Unrealized
COR Cencora 1.4%
Value ($000) $3 Shares 9,605 Est. Cost $93.01 Unrealized +208.4%
GWW W.W. Grainger 1.4%
Value ($000) $3 Shares 2,738 Est. Cost $188.99 Unrealized +446.7%
Booking Holdings 1.4%
Value ($000) $3 Shares 485 Est. Cost $1856.52 Unrealized
EMR Emerson Electric 1.4%
Value ($000) $3 Shares 20,516 Est. Cost $45.63 Unrealized +148.8%
AFL AFLAC 1.3%
Value ($000) $3 Shares 25,723 Est. Cost $28.81 Unrealized +259.7%
ORLY O'Reilly Auto 1.3%
Value ($000) $3 Shares 29,760 Est. Cost $85.61 Unrealized +6.5%
ADI Analog Devices 1.3%
Value ($000) $3 Shares 10,685 Est. Cost $106.30 Unrealized +93.8%
FISV Fiserv 1.2%
Value ($000) $3 Shares 14,532 Est. Cost $50.32 Unrealized +260.4%
ADP Automatic Data Processing 1.2%
Value ($000) $2 Shares 7,721 Est. Cost $47.72 Unrealized +533.6%
ITW Illinois Tool Works 1.2%
Value ($000) $2 Shares 9,611 Est. Cost $55.95 Unrealized +323.9%
LRCX Lam Research 1.2%
Value ($000) $2 Shares 24,128 Est. Cost $76.34 Unrealized +3.3%
CAT Caterpillar 1.2%
Value ($000) $2 Shares 6,033 Est. Cost $210.57 Unrealized +57.1%
CSL Carlisle 1.1%
Value ($000) $2 Shares 6,069 Est. Cost $70.89 Unrealized +418.3%
INTU Intuit 1.1%
Value ($000) $2 Shares 2,871 Est. Cost $111.58 Unrealized +504.5%
PG Procter & Gamble 1.1%
Value ($000) $2 Shares 14,175 Est. Cost $58.18 Unrealized +176.3%
CHD Church & Dwight 1.1%
Value ($000) $2 Shares 23,431 Est. Cost $36.85 Unrealized +165.4%
SHW Sherwin-Williams 1.1%
Value ($000) $2 Shares 6,282 Est. Cost $198.20 Unrealized +73.8%
AMGN Amgen 1.1%
Value ($000) $2 Shares 7,719 Est. Cost $83.82 Unrealized +231.4%
MCD McDonalds 1.0%
Value ($000) $2 Shares 7,250 Est. Cost $97.11 Unrealized +212.6%
CSCO Cisco Systems 1.0%
Value ($000) $2 Shares 30,507 Est. Cost $20.57 Unrealized +193.5%
FAST Fastenal Co. 1.0%
Value ($000) $2 Shares 50,108 Est. Cost $26.84 Unrealized +49.5%
EXPD Expeditors Int'l 1.0%
Value ($000) $2 Shares 18,345 Est. Cost $67.58 Unrealized +64.1%
APD Air Products & Chem. 1.0%
Value ($000) $2 Shares 7,407 Est. Cost $129.05 Unrealized +107.8%
Alphabet Class A 1.0%
Value ($000) $2 Shares 11,658 Est. Cost $130.33 Unrealized
ECL Ecolab 1.0%
Value ($000) $2 Shares 7,534 Est. Cost $77.69 Unrealized +224.8%
CTAS Cintas 1.0%
Value ($000) $2 Shares 8,683 Est. Cost $157.31 Unrealized +36.1%
CVX Chevron Corp. 0.9%
Value ($000) $2 Shares 13,390 Est. Cost $89.27 Unrealized +53.5%
AbbVie 0.9%
Value ($000) $2 Shares 10,307 Est. Cost $106.79 Unrealized
CL Colgate Palmolive 0.9%
Value ($000) $2 Shares 20,649 Est. Cost $47.13 Unrealized +91.0%
PEP PepsiCo 0.9%
Value ($000) $2 Shares 13,950 Est. Cost $65.13 Unrealized +101.2%
ABT Abbott Laboratories 0.9%
Value ($000) $2 Shares 13,387 Est. Cost $33.83 Unrealized +286.1%
TSCO Tractor Supply Co. 0.9%
Value ($000) $2 Shares 33,959 Est. Cost $51.38 Unrealized -1.6%
XOM ExxonMobil 0.9%
Value ($000) $2 Shares 16,470 Est. Cost $65.05 Unrealized +60.7%
TMO Thermo Fisher Scientific 0.9%
Value ($000) $2 Shares 4,371 Est. Cost $80.23 Unrealized +419.8%
SNA Snap-on 0.9%
Value ($000) $2 Shares 5,653 Est. Cost $176.98 Unrealized +76.6%
NOC Northrop Grumman 0.8%
Value ($000) $2 Shares 3,278 Est. Cost $140.13 Unrealized +246.9%
SBUX Starbucks 0.8%
Value ($000) $2 Shares 17,824 Est. Cost $55.67 Unrealized +53.0%
AMD Advanced Micro 0.8%
Value ($000) $2 Shares 10,900 Est. Cost $57.93 Unrealized +87.9%
VMC Vulcan Materials 0.8%
Value ($000) $2 Shares 5,916 Est. Cost $143.61 Unrealized +78.3%
META Meta Platforms 0.8%
Value ($000) $2 Shares 2,077 Est. Cost $110.03 Unrealized +460.4%
JNJ Johnson & Johnson 0.8%
Value ($000) $2 Shares 9,971 Est. Cost $66.40 Unrealized +127.2%
DOV Dover 0.7%
Value ($000) $1 Shares 8,173 Est. Cost $48.69 Unrealized +254.7%
FDS Factset Research 0.7%
Value ($000) $1 Shares 3,336 Est. Cost $168.74 Unrealized +157.4%
HD Home Depot 0.7%
Value ($000) $1 Shares 3,911 Est. Cost $92.72 Unrealized +283.9%
IDXX IDEXX Laboratories 0.7%
Value ($000) $1 Shares 2,645 Est. Cost $182.61 Unrealized +161.9%
CTSH Cognizant Tech 0.7%
Value ($000) $1 Shares 18,144 Est. Cost $41.07 Unrealized +84.6%
HON Honeywell 0.7%
Value ($000) $1 Shares 6,030 Est. Cost $64.54 Unrealized +209.3%
MAR Marriott Intl. Class A 0.7%
Value ($000) $1 Shares 5,102 Est. Cost $159.53 Unrealized +56.2%
D.R. Horton 0.7%
Value ($000) $1 Shares 10,595 Est. Cost $35.19 Unrealized
ROP Roper Technologies 0.7%
Value ($000) $1 Shares 2,378 Est. Cost $118.61 Unrealized +373.9%
NextEra Energy 0.7%
Value ($000) $1 Shares 19,326 Est. Cost $61.19 Unrealized
AVY Avery Dennison 0.7%
Value ($000) $1 Shares 7,650 Est. Cost $86.52 Unrealized +99.6%
DIS Walt Disney 0.7%
Value ($000) $1 Shares 10,686 Est. Cost $70.95 Unrealized +44.9%
DHR Danaher 0.7%
Value ($000) $1 Shares 6,665 Est. Cost $38.00 Unrealized +407.9%
TXN Texas Instruments 0.6%
Value ($000) $1 Shares 6,318 Est. Cost $30.51 Unrealized +471.2%
EW Edwards Lifesciences 0.6%
Value ($000) $1 Shares 16,383 Est. Cost $60.19 Unrealized +23.9%
LOW Lowes 0.6%
Value ($000) $1 Shares 5,747 Est. Cost $52.49 Unrealized +320.3%
Alphabet Class C 0.6%
Value ($000) $1 Shares 7,129 Est. Cost $121.65 Unrealized
Goldman Sachs Group 0.6%
Value ($000) $1 Shares 1,764 Est. Cost $0.52 Unrealized
Accenture plc 0.6%
Value ($000) $1 Shares 4,135 Est. Cost $0.32 Unrealized
CBRE Group 0.6%
Value ($000) $1 Shares 8,515 Est. Cost $36.36 Unrealized
RTX Corp. 0.6%
Value ($000) $1 Shares 7,884 Est. Cost $56.04 Unrealized
Adobe Systems 0.6%
Value ($000) $1 Shares 2,951 Est. Cost $227.96 Unrealized
UNH UnitedHealth Group 0.6%
Value ($000) $1 Shares 3,646 Est. Cost $164.29 Unrealized +128.2%
ADSK Autodesk 0.5%
Value ($000) $1 Shares 3,596 Est. Cost $220.70 Unrealized +28.5%
BALL Ball Corp. 0.5%
Value ($000) $1 Shares 19,827 Est. Cost $32.48 Unrealized +59.2%
HUBB Hubbell 0.5%
Value ($000) $1 Shares 2,650 Est. Cost $367.61 Unrealized 0.0%
Check Point Software 0.5%
Value ($000) $1 Shares 4,539 Est. Cost $107.97 Unrealized
BMY Bristol-Myers Squibb 0.5%
Value ($000) $1 Shares 21,659 Est. Cost $46.81 Unrealized +0.8%
MS Morgan Stanley 0.5%
Value ($000) $1 Shares 6,715 Est. Cost $67.57 Unrealized +79.0%
EOG Resources 0.5%
Value ($000) $1 Shares 7,823 Est. Cost $44.69 Unrealized
LMT Lockheed Martin 0.5%
Value ($000) $1 Shares 1,979 Est. Cost $198.32 Unrealized +131.5%
Salesforce 0.5%
Value ($000) $1 Shares 3,342 Est. Cost $103.30 Unrealized
Ansys Inc. 0.4%
Value ($000) $1 Shares 2,577 Est. Cost $0.32 Unrealized
DCI Donaldson 0.4%
Value ($000) $1 Shares 12,578 Est. Cost $43.32 Unrealized +53.2%
CLX Clorox 0.4%
Value ($000) $1 Shares 7,245 Est. Cost $107.90 Unrealized +20.9%
KMB Kimberly Clark 0.4%
Value ($000) $1 Shares 6,717 Est. Cost $103.02 Unrealized +27.9%
Globe Life 0.4%
Value ($000) $1 Shares 6,777 Est. Cost $49.39 Unrealized
DE Deere 0.4%
Value ($000) $1 Shares 1,634 Est. Cost $122.69 Unrealized +295.1%
Freeport-McMoRan 0.4%
Value ($000) $1 Shares 18,992 Est. Cost $22.83 Unrealized
CI Cigna 0.4%
Value ($000) $1 Shares 2,469 Est. Cost $230.55 Unrealized +37.9%
PCAR PACCAR Inc. 0.4%
Value ($000) $1 Shares 8,523 Est. Cost $61.32 Unrealized +47.5%
CVS CVS Health 0.4%
Value ($000) $1 Shares 11,660 Est. Cost $54.36 Unrealized +18.1%
SJM J.M. Smucker 0.4%
Value ($000) $1 Shares 8,129 Est. Cost $99.94 Unrealized +7.3%
BDX Becton Dickinson 0.4%
Value ($000) $1 Shares 4,621 Est. Cost $113.89 Unrealized +58.5%
LLY Eli Lilly 0.4%
Value ($000) $1 Shares 1,013 Est. Cost $45.17 Unrealized +1612.3%
GPC Genuine Parts 0.4%
Value ($000) $1 Shares 6,210 Est. Cost $64.31 Unrealized +83.1%
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $1 Shares 557 Est. Cost $1057.17 Unrealized +5.7%
Valero Energy Corp 0.3%
Value ($000) $1 Shares 4,853 Est. Cost $60.30 Unrealized
IBM IBM 0.3%
Value ($000) $1 Shares 2,160 Est. Cost $110.10 Unrealized +130.5%
AVT Avnet 0.3%
Value ($000) $1 Shares 12,007 Est. Cost $47.90 Unrealized +1.8%
VZ Verizon 0.3%
Value ($000) $1 Shares 14,083 Est. Cost $31.31 Unrealized +33.6%
ADM Archer Daniels Midland 0.3%
Value ($000) $1 Shares 11,480 Est. Cost $56.89 Unrealized -16.4%
NKE Nike 0.3%
Value ($000) $1 Shares 8,515 Est. Cost $53.69 Unrealized +10.0%
MDLZ Mondelez International 0.3%
Value ($000) $1 Shares 8,505 Est. Cost $50.60 Unrealized +28.7%
GIS General Mills 0.3%
Value ($000) $1 Shares 10,995 Est. Cost $45.13 Unrealized +19.2%
ITT Corporation 0.3%
Value ($000) $1 Shares 3,485 Est. Cost $49.76 Unrealized
MRSH Marsh & McLennan 0.3%
Value ($000) $1 Shares 2,385 Est. Cost $152.75 Unrealized +46.1%
Constellation Brands 0.3%
Value ($000) $1 Shares 3,173 Est. Cost $143.78 Unrealized
Mastercard 0.2%
Value ($000) $0 Shares 882 Est. Cost $179.46 Unrealized
Truist Financial 0.2%
Value ($000) $0 Shares 11,366 Est. Cost $0.04 Unrealized
FITB Fifth Third Bancorp 0.2%
Value ($000) $0 Shares 10,861 Est. Cost $28.73 Unrealized +27.3%
WAT Waters Corp. 0.2%
Value ($000) $0 Shares 1,282 Est. Cost $302.73 Unrealized +13.6%
ConocoPhillips 0.2%
Value ($000) $0 Shares 4,407 Est. Cost $49.67 Unrealized
HP Helmerich & Payne 0.2%
Value ($000) $0 Shares 24,850 Est. Cost $18.33 Unrealized 0.0%
Merck 0.2%
Value ($000) $0 Shares 4,537 Est. Cost $50.06 Unrealized
PHM Pulte Corp 0.2%
Value ($000) $0 Shares 3,277 Est. Cost $97.08 Unrealized +3.2%
ELV Elevance 0.2%
Value ($000) $0 Shares 841 Est. Cost $396.61 Unrealized 0.0%
C Citigroup 0.1%
Value ($000) $0 Shares 3,543 Est. Cost $43.08 Unrealized +65.3%
AT&T 0.1%
Value ($000) $0 Shares 9,790 Est. Cost $0.02 Unrealized
Quest Diagnostics 0.1%
Value ($000) $0 Shares 1,563 Est. Cost $113.76 Unrealized
GGG Graco Inc. 0.1%
Value ($000) $0 Shares 3,190 Est. Cost $62.71 Unrealized +30.8%
Chemed 0.1%
Value ($000) $0 Shares 561 Est. Cost $0.54 Unrealized
SHEL Shell 0.1%
Value ($000) $0 Shares 3,791 Est. Cost $43.70 Unrealized
WMB Williams Companies 0.1%
Value ($000) $0 Shares 3,982 Est. Cost $26.50 Unrealized +117.6%
LNC Lincoln National Corp. 0.1%
Value ($000) $0 Shares 7,065 Est. Cost $25.09 Unrealized +25.7%
RIO Rio Tinto Group 0.1%
Value ($000) $0 Shares 4,028 Est. Cost $0.06 Unrealized
TOL Toll Brothers 0.1%
Value ($000) $0 Shares 1,976 Est. Cost $103.77 Unrealized 0.0%
BAC Bank of America 0.1%
Value ($000) $0 Shares 4,707 Est. Cost $41.45 Unrealized 0.0%
Duke Energy 0.1%
Value ($000) $0 Shares 1,780 Est. Cost $0.12 Unrealized