EADS & HEALD WEALTH MANAGEMENT

Q1 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    138

  • Value ($000)

    $197

  • Date Filed
    04/25/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

Nvidia

COM
67066G104
$5.33K
3 %

49,145

COST
COST

Costco

COM
22160K105
$3.68K
2 %

3,887

WMT
WMT

Walmart

COM
931142103
$3.49K
2 %

39,750

AAPL
AAPL

Apple

COM
037833100
$3.32K
2 %

14,930

FI
FI

Fiserv

COM
337738108
$3.28K
2 %

14,861

JPM
JPM

J.P. Morgan Chase

COM
46625H100
$3.27K
2 %

13,317

V
V

Visa

COM
92826C839
$3.11K
2 %

8,875

SYK
SYK

Stryker

COM
863667101
$3.08K
2 %

8,265

AMZN
AMZN

Amazon.com

COM
023135106
$3.03K
2 %

15,933

AFL
AFL

AFLAC

COM
001055102
$2.95K
2 %

26,568

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