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 ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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