EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 22, 2025

Total Value ($000): $209 (100.0% shares, 0.0% debt)

Holdings (139)

NVDA Nvidia 3.9%
Value ($000) $8 Shares 43,463 Est. Cost $92.36 Unrealized +88.7%
Oracle Corp. 2.1%
Value ($000) $4 Shares 15,352 Est. Cost $31.85 Unrealized
APH Amphenol 1.9%
Value ($000) $4 Shares 32,381 Est. Cost $38.42 Unrealized +184.7%
WMT Walmart 1.8%
Value ($000) $4 Shares 36,889 Est. Cost $44.98 Unrealized +120.6%
JPM J.P. Morgan Chase 1.8%
Value ($000) $4 Shares 11,965 Est. Cost $46.72 Unrealized +533.4%
AAPL Apple 1.7%
Value ($000) $4 Shares 14,159 Est. Cost $77.97 Unrealized +189.3%
COST Costco 1.6%
Value ($000) $3 Shares 3,665 Est. Cost $88.24 Unrealized +984.2%
Broadcom 1.6%
Value ($000) $3 Shares 10,236 Est. Cost $0.25 Unrealized
AMZN Amazon.com 1.6%
Value ($000) $3 Shares 15,069 Est. Cost $118.08 Unrealized +91.7%
LRCX Lam Research 1.6%
Value ($000) $3 Shares 24,378 Est. Cost $76.64 Unrealized +37.7%
MSFT Microsoft 1.5%
Value ($000) $3 Shares 6,094 Est. Cost $26.70 Unrealized +1805.0%
AXP American Express 1.5%
Value ($000) $3 Shares 9,369 Est. Cost $60.88 Unrealized +419.9%
ORLY O'Reilly Auto 1.5%
Value ($000) $3 Shares 28,578 Est. Cost $85.61 Unrealized +17.4%
Netflix 1.4%
Value ($000) $3 Shares 2,518 Est. Cost $0.55 Unrealized
COR Cencora 1.4%
Value ($000) $3 Shares 9,408 Est. Cost $93.01 Unrealized +215.6%
SYK Stryker 1.4%
Value ($000) $3 Shares 7,935 Est. Cost $58.86 Unrealized +553.2%
AFL AFLAC 1.4%
Value ($000) $3 Shares 25,518 Est. Cost $28.81 Unrealized +261.7%
Visa 1.4%
Value ($000) $3 Shares 8,333 Est. Cost $99.57 Unrealized
CAT Caterpillar 1.3%
Value ($000) $3 Shares 5,756 Est. Cost $210.57 Unrealized +102.0%
Alphabet Class A 1.3%
Value ($000) $3 Shares 11,110 Est. Cost $130.33 Unrealized
EMR Emerson Electric 1.3%
Value ($000) $3 Shares 20,198 Est. Cost $45.63 Unrealized +196.9%
ADI Analog Devices 1.2%
Value ($000) $3 Shares 10,638 Est. Cost $106.30 Unrealized +124.8%
GWW W.W. Grainger 1.2%
Value ($000) $3 Shares 2,726 Est. Cost $188.99 Unrealized +429.5%
Booking Holdings 1.2%
Value ($000) $3 Shares 479 Est. Cost $1856.52 Unrealized
ITW Illinois Tool Works 1.2%
Value ($000) $3 Shares 9,633 Est. Cost $55.95 Unrealized +359.9%
FAST Fastenal Co. 1.1%
Value ($000) $2 Shares 48,655 Est. Cost $26.84 Unrealized +74.9%
AbbVie 1.1%
Value ($000) $2 Shares 9,959 Est. Cost $106.79 Unrealized
EXPD Expeditors Int'l 1.1%
Value ($000) $2 Shares 18,253 Est. Cost $67.58 Unrealized +75.1%
ADP Automatic Data Processing 1.1%
Value ($000) $2 Shares 7,623 Est. Cost $47.72 Unrealized +524.0%
SHW Sherwin-Williams 1.0%
Value ($000) $2 Shares 6,308 Est. Cost $198.20 Unrealized +77.3%
MCD McDonalds 1.0%
Value ($000) $2 Shares 7,188 Est. Cost $97.11 Unrealized +210.4%
PG Procter & Gamble 1.0%
Value ($000) $2 Shares 14,201 Est. Cost $58.18 Unrealized +166.2%
AMGN Amgen 1.0%
Value ($000) $2 Shares 7,721 Est. Cost $83.82 Unrealized +241.9%
TMO Thermo Fisher Scientific 1.0%
Value ($000) $2 Shares 4,354 Est. Cost $80.23 Unrealized +479.3%
CVX Chevron Corp. 1.0%
Value ($000) $2 Shares 13,332 Est. Cost $89.27 Unrealized +70.6%
CSCO Cisco Systems 1.0%
Value ($000) $2 Shares 30,184 Est. Cost $20.57 Unrealized +227.6%
ECL Ecolab 1.0%
Value ($000) $2 Shares 7,512 Est. Cost $77.69 Unrealized +248.0%
CHD Church & Dwight 1.0%
Value ($000) $2 Shares 23,203 Est. Cost $36.85 Unrealized +153.1%
SNA Snap-on 1.0%
Value ($000) $2 Shares 5,808 Est. Cost $180.90 Unrealized +79.0%
APD Air Products & Chem. 1.0%
Value ($000) $2 Shares 7,350 Est. Cost $129.05 Unrealized +121.2%
PEP PepsiCo 1.0%
Value ($000) $2 Shares 14,188 Est. Cost $66.39 Unrealized +111.5%
NOC Northrop Grumman 0.9%
Value ($000) $2 Shares 3,260 Est. Cost $140.13 Unrealized +302.0%
CSL Carlisle 0.9%
Value ($000) $2 Shares 6,002 Est. Cost $70.89 Unrealized +433.6%
INTU Intuit 0.9%
Value ($000) $2 Shares 2,891 Est. Cost $111.58 Unrealized +544.8%
TSCO Tractor Supply Co. 0.9%
Value ($000) $2 Shares 33,459 Est. Cost $51.38 Unrealized +13.9%
JNJ Johnson & Johnson 0.9%
Value ($000) $2 Shares 10,178 Est. Cost $68.50 Unrealized +147.5%
XOM ExxonMobil 0.9%
Value ($000) $2 Shares 16,491 Est. Cost $65.05 Unrealized +68.7%
IDXX IDEXX Laboratories 0.9%
Value ($000) $2 Shares 2,849 Est. Cost $213.00 Unrealized +185.0%
ABT Abbott Laboratories 0.9%
Value ($000) $2 Shares 13,453 Est. Cost $33.83 Unrealized +286.1%
D.R. Horton 0.9%
Value ($000) $2 Shares 10,579 Est. Cost $35.19 Unrealized
VMC Vulcan Materials 0.9%
Value ($000) $2 Shares 5,816 Est. Cost $143.61 Unrealized +97.2%
AMD Advanced Micro 0.8%
Value ($000) $2 Shares 10,895 Est. Cost $57.93 Unrealized +178.6%
FISV Fiserv 0.8%
Value ($000) $2 Shares 13,550 Est. Cost $50.32 Unrealized +184.8%
CTAS Cintas 0.8%
Value ($000) $2 Shares 8,427 Est. Cost $157.31 Unrealized +35.3%
CL Colgate Palmolive 0.8%
Value ($000) $2 Shares 20,612 Est. Cost $47.13 Unrealized +79.6%
Alphabet Class C 0.8%
Value ($000) $2 Shares 6,722 Est. Cost $121.65 Unrealized
HD Home Depot 0.7%
Value ($000) $2 Shares 3,814 Est. Cost $92.72 Unrealized +319.7%
HUBB Hubbell 0.7%
Value ($000) $2 Shares 3,590 Est. Cost $383.47 Unrealized +11.7%
NextEra Energy 0.7%
Value ($000) $2 Shares 20,055 Est. Cost $58.96 Unrealized
SBUX Starbucks 0.7%
Value ($000) $2 Shares 17,824 Est. Cost $55.67 Unrealized +59.1%
LOW Lowes 0.7%
Value ($000) $1 Shares 5,922 Est. Cost $58.15 Unrealized +319.9%
META Meta Platforms 0.7%
Value ($000) $1 Shares 2,018 Est. Cost $110.03 Unrealized +575.5%
Goldman Sachs Group 0.7%
Value ($000) $1 Shares 1,748 Est. Cost $0.52 Unrealized
DOV Dover 0.7%
Value ($000) $1 Shares 8,249 Est. Cost $48.69 Unrealized +266.9%
CI Cigna 0.7%
Value ($000) $1 Shares 4,756 Est. Cost $260.67 Unrealized +12.5%
MAR Marriott Intl. Class A 0.6%
Value ($000) $1 Shares 5,145 Est. Cost $159.53 Unrealized +67.7%
RTX Corp. 0.6%
Value ($000) $1 Shares 7,886 Est. Cost $56.04 Unrealized
CTSH Cognizant Tech 0.6%
Value ($000) $1 Shares 19,163 Est. Cost $42.71 Unrealized +68.2%
HON Honeywell 0.6%
Value ($000) $1 Shares 6,073 Est. Cost $64.54 Unrealized +220.9%
DCI Donaldson 0.6%
Value ($000) $1 Shares 15,218 Est. Cost $48.78 Unrealized +53.4%
CBRE Group 0.6%
Value ($000) $1 Shares 7,910 Est. Cost $36.36 Unrealized
DHR Danaher 0.6%
Value ($000) $1 Shares 6,278 Est. Cost $38.00 Unrealized +422.0%
EW Edwards Lifesciences 0.6%
Value ($000) $1 Shares 15,900 Est. Cost $60.19 Unrealized +29.8%
AVY Avery Dennison 0.6%
Value ($000) $1 Shares 7,592 Est. Cost $86.52 Unrealized +97.3%
TXN Texas Instruments 0.6%
Value ($000) $1 Shares 6,422 Est. Cost $33.14 Unrealized +483.2%
DIS Walt Disney 0.6%
Value ($000) $1 Shares 10,285 Est. Cost $70.95 Unrealized +64.9%
ROP Roper Technologies 0.6%
Value ($000) $1 Shares 2,316 Est. Cost $118.61 Unrealized +348.0%
ADSK Autodesk 0.5%
Value ($000) $1 Shares 3,614 Est. Cost $220.70 Unrealized +38.1%
Globe Life 0.5%
Value ($000) $1 Shares 7,247 Est. Cost $46.20 Unrealized
MS Morgan Stanley 0.5%
Value ($000) $1 Shares 6,425 Est. Cost $67.57 Unrealized +116.7%
BALL Ball Corp. 0.5%
Value ($000) $1 Shares 19,355 Est. Cost $32.48 Unrealized +65.3%
Check Point Software 0.4%
Value ($000) $1 Shares 4,528 Est. Cost $107.97 Unrealized
LMT Lockheed Martin 0.4%
Value ($000) $1 Shares 1,873 Est. Cost $198.32 Unrealized +126.0%
FDS Factset Research 0.4%
Value ($000) $1 Shares 3,264 Est. Cost $168.74 Unrealized +125.0%
UNH UnitedHealth Group 0.4%
Value ($000) $1 Shares 2,690 Est. Cost $164.29 Unrealized +82.0%
Accenture plc 0.4%
Value ($000) $1 Shares 3,762 Est. Cost $0.32 Unrealized
CLX Clorox 0.4%
Value ($000) $1 Shares 7,357 Est. Cost $108.12 Unrealized +13.1%
Adobe Systems 0.4%
Value ($000) $1 Shares 2,553 Est. Cost $227.96 Unrealized
EOG Resources 0.4%
Value ($000) $1 Shares 7,973 Est. Cost $43.85 Unrealized
BMY Bristol-Myers Squibb 0.4%
Value ($000) $1 Shares 19,479 Est. Cost $46.81 Unrealized -2.8%
CVS CVS Health 0.4%
Value ($000) $1 Shares 11,270 Est. Cost $54.36 Unrealized +24.8%
GPC Genuine Parts 0.4%
Value ($000) $1 Shares 6,095 Est. Cost $64.31 Unrealized +105.9%
KMB Kimberly Clark 0.4%
Value ($000) $1 Shares 6,727 Est. Cost $103.02 Unrealized +23.1%
Valero Energy Corp 0.4%
Value ($000) $1 Shares 4,835 Est. Cost $60.30 Unrealized
PCAR PACCAR Inc. 0.4%
Value ($000) $1 Shares 8,323 Est. Cost $61.32 Unrealized +58.0%
SJM J.M. Smucker 0.4%
Value ($000) $1 Shares 7,528 Est. Cost $99.94 Unrealized +7.1%
ANET Arista Networks 0.4%
Value ($000) $1 Shares 5,595 Est. Cost $128.77 Unrealized 0.0%
BDX Becton Dickinson 0.4%
Value ($000) $1 Shares 4,303 Est. Cost $113.89 Unrealized +61.6%
Freeport-McMoRan 0.4%
Value ($000) $1 Shares 19,732 Est. Cost $21.98 Unrealized
DE Deere 0.4%
Value ($000) $1 Shares 1,651 Est. Cost $126.46 Unrealized +287.2%
LLY Eli Lilly 0.4%
Value ($000) $1 Shares 979 Est. Cost $45.17 Unrealized +1543.3%
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $1 Shares 587 Est. Cost $1067.18 Unrealized +17.4%
Salesforce 0.3%
Value ($000) $1 Shares 2,882 Est. Cost $103.30 Unrealized
ADM Archer Daniels Midland 0.3%
Value ($000) $1 Shares 10,576 Est. Cost $56.89 Unrealized +1.5%
ITT Corporation 0.3%
Value ($000) $1 Shares 3,485 Est. Cost $49.76 Unrealized
VZ Verizon 0.3%
Value ($000) $1 Shares 13,511 Est. Cost $31.31 Unrealized +35.7%
AVT Avnet 0.3%
Value ($000) $1 Shares 10,852 Est. Cost $47.90 Unrealized +10.9%
NKE Nike 0.3%
Value ($000) $1 Shares 8,064 Est. Cost $53.69 Unrealized +37.4%
Truist Financial 0.3%
Value ($000) $1 Shares 11,688 Est. Cost $0.04 Unrealized
IBM IBM 0.3%
Value ($000) $1 Shares 1,892 Est. Cost $110.10 Unrealized +135.7%
MDLZ Mondelez International 0.3%
Value ($000) $1 Shares 8,505 Est. Cost $50.60 Unrealized +25.3%
ConocoPhillips 0.2%
Value ($000) $1 Shares 5,432 Est. Cost $40.32 Unrealized
FITB Fifth Third Bancorp 0.2%
Value ($000) $1 Shares 11,341 Est. Cost $29.33 Unrealized +46.7%
Mastercard 0.2%
Value ($000) $1 Shares 882 Est. Cost $179.46 Unrealized
GIS General Mills 0.2%
Value ($000) $0 Shares 9,263 Est. Cost $45.13 Unrealized +9.6%
MRSH Marsh & McLennan 0.2%
Value ($000) $0 Shares 2,263 Est. Cost $152.75 Unrealized +33.6%
PHM Pulte Corp 0.2%
Value ($000) $0 Shares 3,242 Est. Cost $97.08 Unrealized +27.5%
SNPS Synopsys 0.2%
Value ($000) $0 Shares 866 Est. Cost $565.30 Unrealized 0.0%
HP Helmerich & Payne 0.2%
Value ($000) $0 Shares 19,070 Est. Cost $18.33 Unrealized +0.6%
Merck 0.2%
Value ($000) $0 Shares 4,815 Est. Cost $47.17 Unrealized
ELV Elevance 0.2%
Value ($000) $0 Shares 1,231 Est. Cost $368.59 Unrealized -16.4%
DLTR Dollar Tree 0.2%
Value ($000) $0 Shares 4,104 Est. Cost $107.01 Unrealized 0.0%
Constellation Brands 0.2%
Value ($000) $0 Shares 2,522 Est. Cost $143.78 Unrealized
C Citigroup 0.1%
Value ($000) $0 Shares 3,081 Est. Cost $43.08 Unrealized +118.5%
Quest Diagnostics 0.1%
Value ($000) $0 Shares 1,518 Est. Cost $113.76 Unrealized
TOL Toll Brothers 0.1%
Value ($000) $0 Shares 1,976 Est. Cost $103.77 Unrealized +25.8%
LNC Lincoln National Corp. 0.1%
Value ($000) $0 Shares 6,718 Est. Cost $25.09 Unrealized +50.7%
GGG Graco Inc. 0.1%
Value ($000) $0 Shares 3,190 Est. Cost $62.71 Unrealized +35.4%
AT&T 0.1%
Value ($000) $0 Shares 9,290 Est. Cost $0.02 Unrealized
WAT Waters Corp. 0.1%
Value ($000) $0 Shares 853 Est. Cost $302.73 Unrealized -0.3%
SHEL Shell 0.1%
Value ($000) $0 Shares 3,446 Est. Cost $43.70 Unrealized
RIO Rio Tinto Group 0.1%
Value ($000) $0 Shares 3,423 Est. Cost $0.06 Unrealized
Apache Corp. 0.1%
Value ($000) $0 Shares 9,086 Est. Cost $0.02 Unrealized
PFE Pfizer 0.1%
Value ($000) $0 Shares 8,618 Est. Cost $24.14 Unrealized 0.0%
Duke Energy 0.1%
Value ($000) $0 Shares 1,775 Est. Cost $0.12 Unrealized
BAC Bank of America 0.1%
Value ($000) $0 Shares 4,197 Est. Cost $41.45 Unrealized +16.6%
A Agilent Technologies 0.1%
Value ($000) $0 Shares 1,650 Est. Cost $120.55 Unrealized 0.0%
HP, Inc. 0.1%
Value ($000) $0 Shares 7,585 Est. Cost $0.03 Unrealized
GD General Dynamics 0.1%
Value ($000) $0 Shares 595 Est. Cost $313.76 Unrealized 0.0%