Fund HoldingsEADS & HEALD WEALTH MANAGEMENT

Total Portfolio Value
$214.4K
Total Bought
$5.5K
Total Sold
$20.1K
Net Transaction
-$14.6K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Nvidia(NVDA)6,2106,151-59362.59%+2
Intel(INTC)018,438+18,438010.38%+1
Netflix(NFLX)1,5942,372+778110.67%+1
Walt Disney(DIS)9,88711,374+1,487110.65%0
Carlisle(CSL)8,8028,160-642331.49%0
Caterpillar(CAT)6,3726,204-168221.06%0
Edwards Lifesciences24,02223,072-950221.03%0
Novo Nordisk(NVO)02,623+2,623000.16%0
Fiserv(FISV)22,67220,904-1,768331.56%0
Lam Research(LRCX)2,1622,081-81220.94%0
Broadcom(AVGO)1,3221,361+39120.84%0
Oracle Corp.(ORCL)024,881+24,881031.46%+3
Tractor Supply Co.(TSCO)7,0386,998-40220.85%0
Stryker(SYK)10,2489,445-803331.58%0
Amazon.com(AMZN)20,61419,080-1,534331.61%0
Advanced Micro(AMD)9,8749,762-112120.82%0
PACCAR Inc.(PCAR)8,8459,322+477110.54%0
American Express(AXP)14,35813,082-1,276331.39%0
Marriott Intl. Class A(MAR)5,4445,938+494110.70%0
J.P. Morgan Chase(JPM)18,28616,742-1,544331.56%0
W.W. Grainger(GWW)3,8453,368-477331.60%0
Avnet04,812+4,812000.11%0
Salesforce1,8812,434+553010.34%0
O'Reilly Auto(ORLY)2,4332,258-175231.19%0
Truist Financial(TFC)05,967+5,967000.11%0
Lincoln National Corp.(LNC)07,147+7,147000.11%0
Cigna(CI)2,1672,404+237110.41%0
Colgate Palmolive(CL)23,60623,282-324220.98%0
Eli Lilly(LLY)01,328+1,328010.48%+1
Principal Financial Group02,326+2,326000.09%0
Emerson Electric(EMR)022,328+22,328031.18%+3
Fastenal Co.(FAST)33,07530,348-2,727221.09%0
Walmart(WMT)048,196+48,196031.35%+3
Constellation Brands(STZ)04,126+4,126010.52%+1
ExxonMobil017,269+17,269020.94%+2
Sherwin-Williams(SHW)7,6657,393-272231.20%0
Cencora13,32011,977-1,343331.36%0
Ball Corp.25,53924,259-1,280120.76%0
Vulcan Materials(VMC)7,6436,963-680220.89%0
Valero Energy Corp(VLO)04,816+4,816010.38%+1
Clorox(CLX)7,2677,774+507110.55%0
Ecolab(ECL)8,9738,248-725220.89%0
AbbVie(ABBV)13,96412,550-1,414221.07%0
Meta Platforms(META)3,4462,749-697110.62%0
D.R. Horton15,06214,569-493221.12%0
Merck(MRK)4,4764,504+28010.28%0
Avery Dennison8,7238,356-367220.87%0
Kimberly Clark(KMB)04,932+4,932010.30%+1
Amphenol28,79425,532-3,262331.37%0
Thermo Fisher Scientific(TMO)5,0404,756-284331.29%0
RTX Corp.(RTX)8,3508,090-260110.37%0
Church & Dwight(CHD)27,84026,028-1,812331.27%0
Procter & Gamble(PG)015,284+15,284021.16%+2
Freeport-McMoRan16,15216,272+120110.36%0
Dover(DOV)10,0899,183-906220.76%0
Cintas(CTAS)3,2082,906-302220.93%0
IBM(IBM)3,5713,374-197110.30%0
Alphabet Class A14,70213,997-705220.99%0
Lowes(LOW)7,1256,454-671220.77%0
Home Depot(HD)4,4134,129-284220.74%0
Pulte Corp(PHM)2,4532,538+85000.14%0
Autodesk3,4843,443-41110.42%0
Intuit(INTU)2,9872,940-47220.89%0
Genuine Parts(GPC)09,387+9,387010.68%+1
Costco(COST)5,3734,899-474441.67%0
ITT Corporation(ITT)4,7054,435-270110.28%0
Danaher(DHR)08,545+8,545021.00%+2
Charles River Laboratories(CRL)01,951+1,951010.25%+1
EOG Resources06,329+6,329010.38%+1
Chemed5665660000.17%0
Mettler-Toledo Int'l(MTD)0320+320000.20%0
Mastercard(MA)1,013960-53000.22%0
Waters Corp.(WAT)643681+38000.11%0
Fifth Third Bancorp(FITB)7,8817,8810000.14%0
Automatic Data Processing09,210+9,210021.07%+2
Donaldson(DCI)10,6209,490-1,130110.33%0
Viatris012,070+12,070000.07%0
Graco Inc.(GGG)3,3103,220-90000.14%0
Occidental Petroleum(OXY)03,690+3,690000.11%0
Prudential(PFH)02,055+2,055000.11%0
McCormick(MKC)03,302+3,302000.12%0
Morgan Stanley(MS)5,5485,567+19110.24%0
Marsh & McLennan(MRSH)02,622+2,622010.25%+1
Citigroup(C)7,1355,853-1,282000.17%0
Visa(V)11,35410,593-761331.38%0
Deere(DE)1,7831,733-50110.33%-0
Shell(SHEL)04,424+4,424000.14%0
Goldman Sachs Group(GS)531486-45000.09%-0
NRG Energy(NRG)4,7003,545-1,155000.11%-0
Gilead Sciences(GILD)03,847+3,847000.13%0
Booking Holdings(BKNG)621605-16221.02%-0
ConocoPhillips(COP)10,4799,469-1,010110.56%-0
Chevron Corp.(CVX)013,097+13,097020.96%+2
CBRE Group(CBRE)9,8599,251-608110.42%-0
Quest Diagnostics(DGX)1,7431,663-80000.10%-0
Texas Instruments(TXN)7,4587,185-273110.58%-0
Alcoa(AA)08,433+8,433000.13%0
Mondelez International(MDLZ)8,2558,2550110.27%-0
Pfizer(PFE)07,692+7,692000.10%0
BP(BP)05,854+5,854000.10%0
Page 1 of 1