Fund HoldingsEADS & HEALD WEALTH MANAGEMENT

Total Portfolio Value
$196.9K
Total Bought
$3.6K
Total Sold
$18.5K
Net Transaction
-$14.9K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Cencora10,69610,208-488231.44%0
O'Reilly Auto(ORLY)2,1212,052-69331.49%0
Amgen(AMGN)07,808+7,808021.24%+2
Mettler-Toledo Int'l(MTD)400708+308010.42%0
BP(BP)08,547+8,547000.15%0
Rio Tinto Group(RIO)04,163+4,163000.13%0
CVS Health(CVS)011,112+11,112010.38%+1
Chevron Corp.(CVX)12,83012,551-279221.07%0
Pfizer(PFE)09,325+9,325000.12%0
Charles River Laboratories(CRL)01,548+1,548000.12%0
Abbott Laboratories13,94413,596-348220.92%0
AbbVie(ABBV)010,371+10,371021.10%+2
Globe Life5,8986,562+664110.44%0
McCormick(MKC)02,500+2,500000.10%0
Philip Morris Int'l(PM)01,269+1,269000.10%0
Cintas(CTAS)09,195+9,195020.96%+2
ExxonMobil16,74716,695-52221.01%0
Roper Technologies(ROP)2,4082,403-5110.72%0
Johnson & Johnson(JNJ)010,007+10,007020.84%+2
Check Point Software5,0544,844-210110.56%0
Archer Daniels Midland011,393+11,393010.28%+1
Lam Research(LRCX)023,314+23,314020.86%+2
Visa(V)9,3998,875-524331.58%0
Expeditors Int'l(EXPD)018,674+18,674021.14%+2
Starbucks(SBUX)18,24618,346+100220.91%0
McDonalds(MCD)7,4667,341-125221.16%0
Northrop Grumman(NOC)03,366+3,366020.88%+2
Ecolab(ECL)7,5967,495-101220.97%0
RTX Corp.(RTX)8,2458,064-181110.54%0
Fastenal Co.(FAST)26,78826,211-577221.03%0
Kimberly Clark(KMB)5,7396,043+304110.44%0
Cigna(CI)02,391+2,391010.40%+1
Church & Dwight(CHD)23,96923,674-295331.32%0
Marsh & McLennan(MRSH)2,4252,460+35110.30%0
Verizon(VZ)14,23814,288+50110.33%0
Bristol-Myers Squibb(BMY)19,32319,177-146110.59%0
AFLAC(AFL)026,568+26,568031.50%+3
Tractor Supply Co.(TSCO)36,44036,464+24221.02%0
Mondelez International(MDLZ)8,5058,5050110.29%0
Cisco Systems(CSCO)31,23231,062-170220.97%0
AT&T(T)10,97510,955-20000.16%0
J.M. Smucker(SJM)8,3788,293-85110.50%0
Air Products & Chem.7,2457,314+69221.10%0
Colgate Palmolive(CL)020,560+20,560020.98%+2
EOG Resources8,1198,168+49110.53%0
Deere(DE)1,8181,749-69110.42%0
Chemed5665660000.18%0
Accenture plc1,9112,291+380110.36%0
UnitedHealth Group(UNH)04,770+4,770021.27%+2
Shell(SHEL)3,9193,896-23000.14%0
Automatic Data Processing8,1097,887-222221.22%0
Lincoln National Corp.(LNC)7,3607,350-10000.13%0
Intuit(INTU)2,7612,873+112220.90%0
Duke Energy(DUK)1,9241,9240000.12%0
Eli Lilly(LLY)01,072+1,072010.45%+1
Valero Energy Corp(VLO)4,8564,696-160110.31%0
Donaldson(DCI)9,5989,988+390110.34%0
Merck(MRK)3,3663,976+610000.18%0
IDEXX Laboratories(IDXX)02,388+2,388010.51%+1
Avnet9,75610,924+1,168110.27%0
Quest Diagnostics(DGX)1,6631,563-100000.13%0
Fifth Third Bancorp(FITB)8,2019,136+935000.18%0
Mastercard(MA)934914-20010.25%0
Procter & Gamble(PG)14,23714,061-176221.22%0
Sherwin-Williams(SHW)06,363+6,363021.13%+2
Williams Companies(WMB)5,4895,002-487000.15%0
Graco Inc.(GGG)3,1903,1900000.14%-0
Stryker(SYK)8,5558,265-290331.56%-0
Freeport-McMoRan20,09720,057-40110.39%-0
Cognizant Tech(CTSH)17,95217,899-53110.70%-0
NextEra Energy019,440+19,440010.70%+1
Prudential(PFH)1,8961,8960000.11%-0
Gilead Sciences(GILD)3,4812,749-732000.16%-0
Costco(COST)4,0293,887-142441.87%-0
IBM(IBM)2,9812,560-421110.32%-0
Waters Corp.(WAT)1,2861,233-53000.23%-0
Lowes(LOW)6,0416,242+201110.74%-0
Pulte Corp(PHM)3,5523,412-140000.18%-0
Becton Dickinson(BDX)04,704+4,704010.55%+1
Dollar Tree(DLTR)03,600+3,600000.14%0
PepsiCo(PEP)012,886+12,886020.98%+2
CBRE Group(CBRE)9,2248,924-300110.59%-0
Genuine Parts(GPC)06,906+6,906010.42%+1
Edwards Lifesciences17,43117,130-301110.63%-0
ITT Corporation(ITT)3,7723,750-22100.25%-0
General Mills(GIS)010,130+10,130010.31%+1
PACCAR Inc.(PCAR)8,9188,863-55110.44%-0
J.P. Morgan Chase(JPM)13,90513,317-588331.66%-0
Morgan Stanley(MS)7,0857,057-28110.42%-0
Avery Dennison07,719+7,719010.70%+1
Alcoa(AA)8,4037,783-620000.12%-0
Texas Instruments(TXN)6,7656,610-155110.60%-0
Illinois Tool Works(ITW)9,8719,748-123321.23%-0
Citigroup(C)5,0333,723-1,310000.13%-0
Netflix(NFLX)3,3053,063-242331.45%-0
Snap-on(SNA)5,7845,522-262220.95%-0
Ball Corp.020,801+20,801010.55%+1
Honeywell(HON)6,3096,197-112110.67%-0
Factset Research(FDS)3,4273,363-64220.78%-0
Meta Platforms(META)2,3702,203-167110.65%-0
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