EADS & HEALD WEALTH MANAGEMENT has disclosed 144 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $207.00 Mil. The turnover rate is 2%.
In EADS & HEALD WEALTH MANAGEMENT's current portfolio as of 2024-06-30, the top 5 holdings are
NVIDIA Corp (NVDA), Costco Wholesale Corp (COST), Amazon.com Inc (AMZN), Apple Inc (AAPL), Oracle Corp (ORCL), not including call and put options.
EADS & HEALD WEALTH MANAGEMENT did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for EADS & HEALD WEALTH MANAGEMENT, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for EADS & HEALD WEALTH MANAGEMENT, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for EADS & HEALD WEALTH MANAGEMENT.