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
$37.3B
$1.79 Million 0.85% of portfolio
5,816
Q3 2025 Reduced 1.69%
$388B
$1.76 Million 0.84% of portfolio
10,895
Q3 2025 Reduced 0.05%
$19B
$1.73 Million 0.83% of portfolio
8,427
Q3 2025 Reduced 2.95%
$79.5B
$1.75 Million 0.83% of portfolio
13,550
Q3 2025 Reduced 6.76%
$65.7B
$1.65 Million 0.79% of portfolio
20,612
Q3 2025 Reduced 0.18%
$1.74T
$1.64 Million 0.78% of portfolio
6,722
Q3 2025 Reduced 5.71%
$23.2B
$1.55 Million 0.74% of portfolio
3,590
Q3 2025 Added 35.47%
$367B
$1.55 Million 0.74% of portfolio
3,814
Q3 2025 Reduced 2.48%
$168B
$1.51 Million 0.72% of portfolio
20,055
Q3 2025 Added 3.77%
$97.3B
$1.51 Million 0.72% of portfolio
17,824
Q2 2025 Reduced 2.85%
$1.37T
$1.48 Million 0.71% of portfolio
2,018
Q3 2025 Reduced 2.84%
$140B
$1.49 Million 0.71% of portfolio
5,922
Q3 2025 Added 3.05%
$265B
$1.39 Million 0.66% of portfolio
1,748
Q3 2025 Reduced 0.91%
$25.7B
$1.38 Million 0.66% of portfolio
8,249
Q3 2025 Added 0.93%
$82.8B
$1.37 Million 0.65% of portfolio
4,756
Q3 2025 Added 92.63%
$92.7B
$1.34 Million 0.64% of portfolio
5,145
Q3 2025 Added 0.84%
$132B
$1.28 Million 0.61% of portfolio
6,073
Q3 2025 Added 0.71%
$37.6B
$1.29 Million 0.61% of portfolio
19,163
Q3 2025 Added 5.62%
$10.5B
$1.25 Million 0.59% of portfolio
15,218
Q3 2025 Added 20.99%
$160B
$1.25 Million 0.59% of portfolio
6,278
Q3 2025 Reduced 5.81%
$53.4B
$1.24 Million 0.59% of portfolio
15,900
Q3 2025 Reduced 2.95%
$49.4B
$1.25 Million 0.59% of portfolio
7,910
Q3 2025 Reduced 7.11%
$14.1B
$1.23 Million 0.59% of portfolio
7,592
Q3 2025 Reduced 0.76%
$177B
$1.18 Million 0.56% of portfolio
6,422
Q3 2025 Added 1.65%
$193B
$1.18 Million 0.56% of portfolio
10,285
Q3 2025 Reduced 3.75%
$53.1B
$1.15 Million 0.55% of portfolio
3,614
Q3 2025 Added 0.5%
$47.7B
$1.16 Million 0.55% of portfolio
2,316
Q3 2025 Reduced 2.61%
$270B
$1.02 Million 0.49% of portfolio
6,425
Q3 2025 Reduced 4.32%
$12.8B
$1.04 Million 0.49% of portfolio
7,247
Q3 2025 Added 6.94%
$15B
$976,000 0.47% of portfolio
19,355
Q3 2025 Reduced 2.38%
$10.4B
$935,000 0.45% of portfolio
3,264
Q3 2025 Reduced 2.16%
$123B
$935,000 0.45% of portfolio
1,873
Q3 2025 Reduced 5.36%
$24.8B
$937,000 0.45% of portfolio
4,528
Q3 2025 Reduced 0.24%
$300B
$929,000 0.44% of portfolio
2,690
Q3 2025 Reduced 26.22%
$152B
$928,000 0.44% of portfolio
3,762
Q3 2025 Reduced 9.02%
$151B
$901,000 0.43% of portfolio
2,553
Q3 2025 Reduced 13.49%
$64.7B
$894,000 0.43% of portfolio
7,973
Q3 2025 Added 1.92%
$12.8B
$907,000 0.43% of portfolio
7,357
Q3 2025 Added 1.55%
$99.5B
$879,000 0.42% of portfolio
19,479
Q3 2025 Reduced 10.07%
$103B
$850,000 0.41% of portfolio
11,270
Q3 2025 Reduced 3.34%
$18B
$845,000 0.4% of portfolio
6,095
Q3 2025 Reduced 1.85%
$35.1B
$836,000 0.4% of portfolio
6,727
Q3 2025 Added 0.15%
$33.2B
$818,000 0.39% of portfolio
8,323
Q3 2025 Reduced 2.35%
$70.1B
$823,000 0.39% of portfolio
4,835
Q3 2025 Reduced 0.37%
$11.6B
$818,000 0.39% of portfolio
7,528
Q3 2025 Reduced 7.39%
Arista Networks
-
$815,000 0.39% of portfolio
-
Q3 2025 New
$54.5B
$805,000 0.38% of portfolio
4,303
Q3 2025 Reduced 6.88%
$57.4B
$774,000 0.37% of portfolio
19,732
Q3 2025 Added 3.9%
$971B
$747,000 0.36% of portfolio
979
Q3 2025 Reduced 3.36%

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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