Fund HoldingsEADS & HEALD WEALTH MANAGEMENT

Total Portfolio Value
$0
Total Bought
$7.0K
Total Sold
$18.7K
Net Transaction
-$11.7K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Nvidia(NVDA)6,15159,864+53,71367+2
Ansys Inc.02,493+2,49301+1
Netflix(NFLX)2,3723,303+93112+1
Apple(AAPL)016,487+16,48703+3
Broadcom(AVGO)1,3611,396+35220
Lam Research(LRCX)2,0812,301+220220
Analog Devices(ADI)011,240+11,24003+3
Walmart(WMT)48,19646,434-1,762330
Oracle Corp.(ORCL)24,88123,818-1,063330
Amgen(AMGN)08,695+8,69503+3
Rio Tinto Group(RIO)03,502+3,502000
Alphabet Class A13,99712,860-1,137220
Organon(OGN)010,420+10,420000
Costco(COST)4,8994,452-447440
Booking Holdings(BKNG)605600-5220
Alphabet Class C08,048+8,04801+1
Avnet4,8127,424+2,612000
Eli Lilly(LLY)1,3281,296-32110
NextEra Energy020,944+20,94401+1
Adobe Systems03,946+3,94602+2
Texas Instruments(TXN)7,1857,035-150110
Freeport-McMoRan16,27217,827+1,555110
Constellation Brands(STZ)4,1264,734+608110
Colgate Palmolive(CL)23,28222,592-690220
Morgan Stanley(MS)5,5676,303+736110
Kimberly Clark(KMB)4,9325,239+307110
Mettler-Toledo Int'l(MTD)320364+44010
AFLAC(AFL)032,138+32,13803+3
Truist Financial(TFC)5,9677,972+2,005000
Amazon.com(AMZN)19,08018,196-884340
Tractor Supply Co.(TSCO)6,9987,040+42220
Air Products & Chem.07,893+7,89302+2
Starbucks(SBUX)015,076+15,07601+1
Goldman Sachs Group(GS)486552+66000
Amphenol25,53244,380+18,848330
Honeywell(HON)07,058+7,05802+2
Waters Corp.(WAT)681944+263000
Pfizer(PFE)7,6928,813+1,121000
Alcoa(AA)8,4337,886-547000
Novo Nordisk(NVO)2,6232,567-56000
RTX Corp.(RTX)8,0908,138+48110
Lockheed Martin(LMT)02,187+2,18701+1
Ecolab(ECL)8,2488,074-174220
Fifth Third Bancorp(FITB)7,8818,506+625000
Microsoft(MSFT)06,764+6,76403+3
Viatris12,07014,670+2,600000
Expeditors Int'l(EXPD)019,761+19,76102+2
Shell(SHEL)4,4244,249-175000
Quest Diagnostics(DGX)1,6631,6630000
ExxonMobil17,26917,479+210220
Williams Companies(WMB)05,777+5,777000
Amcor PLC011,111+11,111000
EOG Resources6,3296,399+7011-0
Pulte Corp(PHM)2,5382,739+20100-0
BP(BP)5,8545,958+10400-0
Marsh & McLennan(MRSH)2,6222,534-8811-0
Dover(DOV)9,1838,979-20422-0
Donaldson(DCI)9,4909,758+26811-0
Lincoln National Corp.(LNC)7,1476,945-20200-0
Procter & Gamble(PG)15,28414,965-31922-0
UnitedHealth Group(UNH)05,223+5,22303+3
Cigna(CI)2,4042,595+19111-0
Roper Technologies(ROP)02,633+2,63301+1
McCormick(MKC)3,3023,340+3800-0
Occidental Petroleum(OXY)3,6903,540-15000-0
Prudential(PFH)2,0551,915-14000-0
Check Point Software05,131+5,13101+1
Citigroup(C)5,8535,326-52700-0
Meta Platforms(META)2,7492,585-16411-0
Merck(MRK)4,5044,526+2211-0
Danaher(DHR)8,5458,385-16022-0
Gilead Sciences(GILD)3,8473,548-29900-0
Mastercard(MA)960959-100-0
Mondelez International(MDLZ)8,2558,210-4511-0
CBRE Group(CBRE)9,2519,629+37811-0
Deere(DE)1,7331,791+5811-0
Marriott Intl. Class A(MAR)5,9386,007+6911-0
Graco Inc.(GGG)3,2203,190-3000-0
Autodesk3,4433,398-4511-0
Chemed566566000-0
Salesforce2,4342,634+20011-0
Avery Dennison8,3568,225-13122-0
ITT Corporation(ITT)4,4354,117-31811-0
Crown Holdings(CCK)02,694+2,694000
Intuit(INTU)2,9402,793-14722-0
Chevron Corp.(CVX)13,09712,680-41722-0
Consolidated Edison(ED)03,385+3,385000
Advanced Micro(AMD)9,76210,328+56622-0
Church & Dwight(CHD)26,02825,349-67933-0
IBM(IBM)3,3743,214-16011-0
Cintas(CTAS)2,9062,710-19622-0
Verizon(VZ)015,277+15,27701+1
American Express(AXP)13,08212,416-66633-0
IDEXX Laboratories(IDXX)02,686+2,68601+1
Valero Energy Corp(VLO)4,8164,403-41311-0
Cisco Systems(CSCO)033,586+33,58602+2
Edwards Lifesciences23,07222,372-70022-0
PepsiCo(PEP)013,676+13,67602+2
General Mills(GIS)013,312+13,31201+1
ConocoPhillips(COP)9,4699,253-21611-0
Page 1 of 1