Fund HoldingsEADS & HEALD WEALTH MANAGEMENT

Total Portfolio Value
$190.6K
Total Bought
$2.5K
Total Sold
$18.8K
Net Transaction
-$16.3K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Amgen(AMGN)09,425+9,425031.33%+3
Caterpillar(CAT)5,7226,296+574120.90%0
ConAgra(CAG)09,425+9,425000.14%0
Netflix(NFLX)0597+597000.12%0
Fifth Third Bancorp(FITB)08,135+8,135000.11%0
Activision Blizzard02,171+2,171000.11%0
Booking Holdings(BKNG)0551+551020.89%+2
Chevron Corp.(CVX)015,194+15,194031.34%+3
Broadcom(AVGO)1,0201,252+232110.55%0
ExxonMobil19,33818,935-403221.17%0
AbbVie(ABBV)013,980+13,980021.09%+2
Alphabet Class A14,97014,739-231221.01%0
AFLAC(AFL)39,05937,238-1,821331.50%0
Lam Research(LRCX)1,8222,079+257110.68%0
Valero Energy Corp(VLO)05,043+5,043010.38%+1
Emerson Electric(EMR)024,413+24,413021.24%+2
ConocoPhillips(COP)9,7219,292-429110.58%0
UnitedHealth Group(UNH)05,790+5,790031.53%+3
Automatic Data Processing09,865+9,865021.24%+2
Intuit(INTU)3,1693,038-131120.81%0
Avery Dennison08,830+8,830020.85%+2
Factset Research(FDS)03,842+3,842020.88%+2
Charles River Laboratories(CRL)2,6283,175+547110.33%0
Alphabet Class C9,6939,408-285110.65%0
Occidental Petroleum(OXY)4,2604,875+615000.17%0
Cisco Systems(CSCO)037,864+37,864021.07%+2
EOG Resources06,604+6,604010.44%+1
BP(BP)6,3477,082+735000.14%0
Constellation Brands(STZ)3,6163,722+106110.49%0
Check Point Software6,3536,293-60110.44%0
Meta Platforms(META)3,5983,573-25110.56%0
Marriott Intl. Class A(MAR)5,4385,266-172110.54%0
Phillips 66(PSX)2,3512,156-195000.14%0
Danaher(DHR)09,130+9,130021.19%+2
Autodesk2,7412,818+77110.31%0
Cigna(CI)2,0882,123+35110.32%0
IBM(IBM)3,6483,590-58010.26%0
Prudential(PFH)2,3792,374-5000.12%0
ITT Corporation(ITT)4,0953,980-115000.20%0
NRG Energy(NRG)5,7885,758-30000.12%0
Duke Energy(DUK)2,8322,922+90000.14%0
Mastercard(MA)1,0151,0150000.21%0
Freeport-McMoRan013,124+13,124000.26%0
Adobe Systems3,4563,308-148220.88%-0
Eli Lilly(LLY)1,8231,587-236110.45%-0
Viatris19,83519,772-63000.10%-0
Marsh & McLennan(MRSH)2,9002,830-70110.28%-0
Walmart(WMT)17,36317,026-337331.43%-0
Shell(SHEL)4,9444,529-415000.15%-0
Gilead Sciences(GILD)3,5993,584-15000.14%-0
Cognizant Tech(CTSH)21,77520,848-927110.74%-0
NextEra Energy030,603+30,603020.92%+2
Kraft Heinz(KHC)6,1606,1600000.11%-0
Chemed5665660000.15%-0
Williams Companies(WMB)7,7116,944-767000.12%-0
Morgan Stanley(MS)5,2935,242-51000.22%-0
Southern Company(SO)4,0784,028-50000.14%-0
Carlisle(CSL)9,1748,957-217221.22%-0
Costco(COST)5,8125,483-329331.63%-0
Quest Diagnostics(DGX)1,7431,7430000.11%-0
Roper Technologies(ROP)3,1453,055-90210.78%-0
PACCAR Inc.(PCAR)6,2175,720-497100.25%-0
Salesforce2,0911,991-100000.21%-0
CBRE Group(CBRE)10,17010,554+384110.41%-0
Mondelez International(MDLZ)8,5208,360-160110.30%-0
Graco Inc.(GGG)3,3103,3100000.13%-0
Consolidated Edison(ED)08,424+8,424010.38%+1
Archer Daniels Midland030,034+30,034021.19%+2
Merck(MRK)4,2264,2260000.23%-0
McCormick(MKC)4,7784,7780000.19%-0
Citigroup(C)6,3825,767-615000.12%-0
Donaldson(DCI)11,29010,800-490110.34%-0
Kronos Worldwide17,01511,220-5,795000.05%-0
3M Co.(MMM)09,029+9,029010.44%+1
Medtronic6,7116,636-75110.27%-0
Deere(DE)1,7371,674-63110.33%-0
Globe Life14,12413,564-560210.77%-0
J.P. Morgan Chase(JPM)19,11318,659-454331.42%-0
Northrop Grumman(NOC)03,863+3,863020.89%+2
Amphenol30,21629,569-647321.30%-0
CVS Health(CVS)022,385+22,385020.82%+2
Sherwin-Williams(SHW)7,8627,815-47221.05%-0
Dover(DOV)10,25010,149-101210.74%-0
Mettler-Toledo Int'l(MTD)0394+394000.23%0
Home Depot(HD)4,7034,493-210110.71%-0
Starbucks(SBUX)012,739+12,739010.61%+1
Advanced Micro(AMD)9,5189,498-20110.51%-0
Alcoa(AA)015,654+15,654000.24%0
United Parcel Service Cl B(UPS)04,764+4,764010.39%+1
Kimberly Clark(KMB)5,4325,122-310110.32%-0
Amazon.com(AMZN)21,52321,016-507331.40%-0
Tractor Supply Co.(TSCO)06,803+6,803010.72%+1
Thermo Fisher Scientific(TMO)05,070+5,070031.35%+3
Becton Dickinson(BDX)07,742+7,742021.05%+2
Raytheon Technologies(RTX)7,6378,286+649110.31%-0
Crown Holdings(CCK)04,565+4,565000.21%0
Expeditors Int'l(EXPD)21,94921,847-102331.31%-0
Cintas(CTAS)3,5143,307-207220.83%-0
Johnson & Johnson(JNJ)12,46512,246-219221.00%-0
Lockheed Martin(LMT)02,390+2,390010.51%+1
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