EADS & HEALD WEALTH MANAGEMENT

Q4 2024 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    135

  • Value ($000)

    $203

  • Date Filed
    01/17/2025
  • Form type
    13F-HR
  • CIK
    0001035912
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

Nvidia

COM
67066G104
$7.03K
4 %

52,371

AAPL
AAPL

Apple

COM
037833100
$3.83K
2 %

15,315

WMT
WMT

Walmart

COM
931142103
$3.82K
2 %

42,273

COST
COST

Costco

COM
22160K105
$3.69K
2 %

4,029

AMZN
AMZN

Amazon.com

COM
023135106
$3.59K
2 %

16,374

FI
FI

Fiserv

COM
337738108
$3.41K
2 %

16,583

ORCL
ORCL

Oracle Corp.

COM
68389X105
$3.35K
2 %

20,071

JPM
JPM

J.P. Morgan Chase

COM
46625H100
$3.33K
2 %

13,905

AXP
AXP

American Express

COM
025816109
$3.23K
2 %

10,890

SYK
SYK

Stryker

COM
863667101
$3.08K
2 %

8,555

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