Eads & Heald Wealth Management Portfolio Holdings
Eads & Heald Wealth Management
- $198 Million
- Q4 2025
Eads & Heald Wealth Management has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $198 Million distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.46M, Amphenol Corp with a value of $3.99M, Apple Inc. with a value of $3.68M, Walmart Inc. with a value of $3.64M, and Jpmorgan Chase & CO with a value of $3.5M.
Examining the 13F form we can see an decrease of $11.6M in the current position value, from $209M to 198M.
Below you can find more details about Eads & Heald Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$198 Million
Technology: $42.9 Million
Industrials: $36.5 Million
Healthcare: $28.5 Million
Consumer Cyclical: $22.9 Million
Consumer Defensive: $18.8 Million
Financial Services: $18.6 Million
Communication Services: $10.3 Million
Basic Materials: $8.87 Million
Other: $10.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 141
- Current Value $198 Million
- Prior Value $209 Million
- Filing
- Period Q4 2025
- Filing Date January 29, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 5 stocks
- Additional Purchases 27 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks