Eads & Heald Wealth Management Portfolio Holdings

Eads & Heald Wealth Management

  • $209 Million
  • Q3 2025

Eads & Heald Wealth Management has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $209 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.11M, Oracle Corp with a value of $4.32M, Amphenol Corp with a value of $4.01M, Walmart Inc. with a value of $3.8M, and Jpmorgan Chase & CO with a value of $3.77M.

Examining the 13F form we can see an increase of $7.07M in the current position value, from $202M to 209M.

Below you can find more details about Eads & Heald Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $209 Million
Technology: $45.5 Million
Industrials: $37.8 Million
Healthcare: $28.5 Million
Consumer Cyclical: $23.8 Million
Consumer Defensive: $20 Million
Financial Services: $19.8 Million
Communication Services: $10.9 Million
Basic Materials: $9.04 Million
Other: $9.81 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$8.11 Million 3.87% of portfolio
43,463
Q3 2025 Reduced 3.98%
$593B
$4.32 Million 2.06% of portfolio
15,352
Q3 2025 Reduced 14.89%
$79.6B
$4.01 Million 1.91% of portfolio
32,381
Q3 2025 Reduced 7.91%
$279B
$3.8 Million 1.82% of portfolio
36,889
Q3 2025 Reduced 1.3%
$881B
$3.77 Million 1.8% of portfolio
11,965
Q3 2025 Reduced 4.4%
$4.3T
$3.61 Million 1.72% of portfolio
14,159
Q3 2025 Reduced 3.25%
$404B
$3.39 Million 1.62% of portfolio
3,665
Q3 2025 Reduced 1.32%
$139B
$3.38 Million 1.61% of portfolio
10,236
Q3 2025 Reduced 3.48%
$2.39T
$3.31 Million 1.58% of portfolio
15,069
Q3 2025 Reduced 1.54%
Lam Research
-
$3.26 Million 1.56% of portfolio
-
Q3 2025 Added 1.04%
$3.78T
$3.16 Million 1.51% of portfolio
6,094
Q3 2025 Reduced 1.87%
$255B
$3.11 Million 1.49% of portfolio
9,369
Q3 2025 Reduced 2.9%
$6.2B
$3.08 Million 1.47% of portfolio
28,578
Q3 2025 Reduced 3.97%
$49.1B
$3.02 Million 1.44% of portfolio
2,518
Q3 2025 Reduced 2.85%
$38.4B
$2.94 Million 1.4% of portfolio
9,408
Q3 2025 Reduced 2.05%
$136B
$2.93 Million 1.4% of portfolio
7,935
Q3 2025 Reduced 1.07%
$72.3B
$2.85 Million 1.36% of portfolio
25,518
Q3 2025 Reduced 0.8%
$291B
$2.75 Million 1.31% of portfolio
5,756
Q3 2025 Reduced 4.59%
$1.65T
$2.7 Million 1.29% of portfolio
11,110
Q3 2025 Reduced 4.7%
$75.4B
$2.65 Million 1.27% of portfolio
20,198
Q3 2025 Reduced 1.55%
$118B
$2.61 Million 1.25% of portfolio
10,638
Q3 2025 Reduced 0.44%
$46.8B
$2.6 Million 1.24% of portfolio
2,726
Q3 2025 Reduced 0.44%
$191B
$2.58 Million 1.23% of portfolio
479
Q3 2025 Reduced 1.24%
$74.9B
$2.51 Million 1.2% of portfolio
9,633
Q3 2025 Added 0.23%
$23.2B
$2.39 Million 1.14% of portfolio
48,655
Q3 2025 Reduced 2.9%
$414B
$2.31 Million 1.1% of portfolio
9,959
Q3 2025 Reduced 3.38%
$104B
$2.24 Million 1.07% of portfolio
7,623
Q3 2025 Reduced 1.27%
$22.6B
$2.24 Million 1.07% of portfolio
18,253
Q3 2025 Reduced 0.5%
$183B
$2.18 Million 1.04% of portfolio
7,721
Q3 2025 Added 0.03%
$86.1B
$2.18 Million 1.04% of portfolio
6,308
Q3 2025 Added 0.41%
$224B
$2.18 Million 1.04% of portfolio
7,188
Q3 2025 Reduced 0.86%
$346B
$2.18 Million 1.04% of portfolio
14,201
Q3 2025 Added 0.18%
$222B
$2.11 Million 1.01% of portfolio
4,354
Q3 2025 Reduced 0.39%
$319B
$2.07 Million 0.99% of portfolio
30,184
Q3 2025 Reduced 1.06%
$303B
$2.07 Million 0.99% of portfolio
13,332
Q3 2025 Reduced 0.43%
$73.7B
$2.06 Million 0.98% of portfolio
7,512
Q3 2025 Reduced 0.29%
$20.4B
$2.03 Million 0.97% of portfolio
23,203
Q3 2025 Reduced 0.97%
$57.5B
$2.01 Million 0.96% of portfolio
7,350
Q3 2025 Reduced 0.77%
$17.5B
$2.01 Million 0.96% of portfolio
5,808
Q3 2025 Added 2.74%
$204B
$1.99 Million 0.95% of portfolio
14,188
Q3 2025 Added 1.71%
$86.7B
$1.99 Million 0.95% of portfolio
3,260
Q3 2025 Reduced 0.55%
$182B
$1.97 Million 0.94% of portfolio
2,891
Q3 2025 Added 0.7%
$15.9B
$1.97 Million 0.94% of portfolio
6,002
Q3 2025 Reduced 1.1%
$6.15B
$1.9 Million 0.91% of portfolio
33,459
Q3 2025 Reduced 1.47%
$522B
$1.89 Million 0.9% of portfolio
10,178
Q3 2025 Added 2.08%
$490B
$1.86 Million 0.89% of portfolio
16,491
Q3 2025 Added 0.13%
$57.4B
$1.82 Million 0.87% of portfolio
2,849
Q3 2025 Added 7.71%
$49.5B
$1.79 Million 0.86% of portfolio
10,579
Q3 2025 Reduced 0.15%
$228B
$1.8 Million 0.86% of portfolio
13,453
Q3 2025 Added 0.49%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $209 Million
  • Prior Value $202 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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