Eads & Heald Wealth Management Reduced Holdings in Q3 2025

Eads & Heald Wealth Management

  • $209 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
-982
- 6.76%
N/A
13.6K $1.75M
FDS
Factset Research Systems Inc

Financial Services
-72
- 2.16%
$283.86 - $450.3 $20.4K - $32.4K
3.26K $935K
NFLX
Netflix Inc

Communication Services
-74
- 2.85%
$1147.87 - $1297.18 $84.9K - $96K
2.52K $3.02M
ACN
Accenture PLC

Technology
-373
- 9.02%
$232.56 - $304.78 $86.7K - $114K
3.76K $928K
CSL
Carlisle Companies Inc

Industrials
-67
- 1.1%
$327.52 - $435.11 $21.9K - $29.2K
6K $1.97M
COST
Costco Wholesale Corp

Consumer Defensive
-49
- 1.32%
$915.95 - $994.57 $44.9K - $48.7K
3.67K $3.39M
GWW
W.W. Grainger, Inc.

Industrials
-12
- 0.44%
$932.44 - $1059.49 $11.2K - $12.7K
2.73K $2.6M
ADBE
Adobe Inc.

Technology
-398
- 13.49%
$333.65 - $392.1 $133K - $156K
2.55K $901K
SYK
Stryker Corp

Healthcare
-86
- 1.07%
$368.57 - $403.53 $31.7K - $34.7K
7.94K $2.93M
CL
Colgate Palmolive CO

Consumer Defensive
-37
- 0.18%
$79.36 - $93.33 $2.94K - $3.45K
20.6K $1.65M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 1.24%
$5364.25 - $5815.92 $32.2K - $34.9K
479 $2.58M
CHD
Church & Dwight CO Inc

Consumer Defensive
-228
- 0.97%
$85.84 - $99.09 $19.6K - $22.6K
23.2K $2.03M
UNH
Unitedhealth Group Inc

Healthcare
-956
- 26.22%
$237.77 - $353.61 $227K - $338K
2.69K $929K
CTAS
Cintas Corp

Industrials
-256
- 2.95%
$199.29 - $226.27 $51K - $57.9K
8.43K $1.73M
ROP
Roper Technologies Inc

Industrials
-62
- 2.61%
$495.03 - $573.0 $30.7K - $35.5K
2.32K $1.16M
WAT
Waters Corp

Healthcare
-429
- 33.46%
$277.72 - $357.04 $119K - $153K
853 $256K
V
Visa Inc.

Financial Services
-182
- 2.14%
$332.09 - $358.86 $60.4K - $65.3K
8.33K $2.85M
STZ
Constellation Brands, Inc.

Consumer Defensive
-651
- 20.52%
$131.78 - $176.09 $85.8K - $115K
2.52K $340K
DIS
Walt Disney CO

Communication Services
-401
- 3.75%
$112.25 - $124.0 $45K - $49.7K
10.3K $1.18M
ADP
Automatic Data Processing Inc

Industrials
-98
- 1.27%
$288.69 - $310.94 $28.3K - $30.5K
7.62K $2.24M
BALL
Ball Corp

Consumer Cyclical
-472
- 2.38%
$48.47 - $59.71 $22.9K - $28.2K
19.4K $976K
BMY
Bristol Myers Squibb CO

Healthcare
-2.18K
- 10.07%
$43.31 - $48.98 $94.4K - $107K
19.5K $879K
AVY
Avery Dennison Corp

Industrials
-58
- 0.76%
$158.71 - $184.63 $9.21K - $10.7K
7.59K $1.23M
IBM
International Business Machines Corp

Technology
-268
- 12.41%
$234.77 - $292.47 $62.9K - $78.4K
1.89K $534K
GIS
General Mills Inc

Consumer Defensive
-1.73K
- 15.75%
$48.44 - $53.83 $83.9K - $93.2K
9.26K $467K
EMR
Emerson Electric CO

Industrials
-318
- 1.55%
$128.6 - $149.63 $40.9K - $47.6K
20.2K $2.65M
APD
Air Products & Chemicals, Inc.

Basic Materials
-57
- 0.77%
$265.78 - $299.3 $15.1K - $17.1K
7.35K $2.01M
DHR
Danaher Corp

Healthcare
-387
- 5.81%
$181.46 - $212.2 $70.2K - $82.1K
6.28K $1.25M
AVT
Avnet Inc

Technology
-1.16K
- 9.62%
$49.46 - $56.3 $57.1K - $65K
10.9K $567K
CHKP
Check Point Software Technologies LTD

Technology
-11
- 0.24%
$180.73 - $231.23 $1.99K - $2.54K
4.53K $937K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-122
- 5.12%
$196.15 - $217.83 $23.9K - $26.6K
2.26K $456K
CSCO
Cisco Systems, Inc.

Technology
-323
- 1.06%
$66.2 - $71.79 $21.4K - $23.2K
30.2K $2.07M
META
Meta Platforms, Inc.

Communication Services
-59
- 2.84%
$695.21 - $791.73 $41K - $46.7K
2.02K $1.48M
AMZN
Amazon Com Inc

Consumer Cyclical
-236
- 1.54%
$211.65 - $238.24 $49.9K - $56.2K
15.1K $3.31M
EW
Edwards Lifesciences Corp

Healthcare
-483
- 2.95%
$73.75 - $81.83 $35.6K - $39.5K
15.9K $1.24M
NKE
Nike, Inc.

Consumer Cyclical
-451
- 5.3%
$69.24 - $79.24 $31.2K - $35.7K
8.06K $562K
LLY
Eli Lilly & CO

Healthcare
-34
- 3.36%
$625.65 - $812.69 $21.3K - $27.6K
979 $747K
SHEL
Shell PLC

Energy
-345
- 9.1%
$69.82 - $73.93 $24.1K - $25.5K
3.45K $246K
T
At&T Inc.

Communication Services
-500
- 5.11%
$26.94 - $29.62 $13.5K - $14.8K
9.29K $262K
VZ
Verizon Communications Inc

Communication Services
-572
- 4.06%
$40.84 - $45.06 $23.4K - $25.8K
13.5K $594K
RIO
Rio Tinto PLC

Basic Materials
-605
- 15.02%
$57.66 - $66.01 $34.9K - $39.9K
3.42K $226K
BAC
Bank Of America Corp

Financial Services
-510
- 10.83%
$44.92 - $52.42 $22.9K - $26.7K
4.2K $217K
DGX
Quest Diagnostics Inc

Healthcare
-45
- 2.88%
N/A
1.52K $289K
PCAR
Paccar Inc

Industrials
-200
- 2.35%
$92.91 - $102.86 $18.6K - $20.6K
8.32K $818K
BDX
Becton Dickinson & CO

Healthcare
-318
- 6.88%
$172.41 - $199.66 $54.8K - $63.5K
4.3K $805K
DUK
Duke Energy Corp

Utilities
-5
- 0.28%
$116.31 - $125.93 $582 - $630
1.78K $220K
C
Citigroup Inc

Financial Services
-462
- 13.04%
$85.57 - $103.49 $39.5K - $47.8K
3.08K $313K
LMT
Lockheed Martin Corp

Industrials
-106
- 5.36%
$410.74 - $499.21 $43.5K - $52.9K
1.87K $935K
SJM
J M Smucker CO

Consumer Defensive
-601
- 7.39%
$102.24 - $113.2 $61.4K - $68K
7.53K $818K
Activity Summary
Buys All Purchases 44 New Holdings 8 Increased Positions 36 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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