Fund HoldingsEADS & HEALD WEALTH MANAGEMENT

Total Portfolio Value
$211.1K
Total Bought
$6.0K
Total Sold
$18.1K
Net Transaction
-$12.1K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Lam Research(LRCX)02,220+2,220020.86%+2
D.R. Horton014,166+14,166031.28%+3
Walmart(WMT)46,43444,704-1,730341.71%0
Accenture plc01,271+1,271000.21%0
Caterpillar(CAT)06,133+6,133021.14%+2
Sherwin-Williams(SHW)06,637+6,637031.20%+3
Starbucks(SBUX)15,07615,682+606120.72%0
Fiserv(FISV)018,569+18,569031.58%+3
AFLAC(AFL)32,13828,676-3,462331.52%0
Oracle Corp.(ORCL)23,81821,531-2,287341.74%0
Clorox(CLX)07,949+7,949010.61%+1
Truist Financial(TFC)7,97214,014+6,042010.28%0
Lowes(LOW)06,142+6,142020.79%+2
McDonalds(MCD)07,501+7,501021.08%+2
Bristol-Myers Squibb(BMY)018,818+18,818010.46%+1
American Express(AXP)12,41611,559-857331.49%0
CBRE Group(CBRE)9,6298,853-776110.52%0
AT&T(T)010,820+10,820000.11%0
Home Depot(HD)03,964+3,964020.76%+2
Avnet7,42411,127+3,703010.29%0
Duke Energy(DUK)01,924+1,924000.11%0
Northrop Grumman(NOC)03,438+3,438020.86%+2
UnitedHealth Group(UNH)5,2234,902-321331.36%0
Air Products & Chem.7,8937,496-397221.06%0
Automatic Data Processing08,386+8,386021.10%+2
Lockheed Martin(LMT)2,1872,079-108110.58%0
W.W. Grainger(GWW)02,929+2,929031.44%+3
Waters Corp.(WAT)9441,240+296000.21%0
RTX Corp.(RTX)8,1388,130-8110.47%0
Thermo Fisher Scientific(TMO)04,475+4,475031.31%+3
NextEra Energy20,94419,467-1,477120.78%0
J.M. Smucker(SJM)08,425+8,425010.48%+1
Netflix(NFLX)3,3033,358+55221.13%0
Johnson & Johnson(JNJ)010,369+10,369020.80%+2
Snap-on(SNA)04,956+4,956010.68%+1
Check Point Software5,1315,099-32110.47%0
IBM(IBM)3,2143,130-84110.33%0
Booking Holdings(BKNG)600596-4231.19%0
Ford Motor Company(F)011,630+11,630000.06%0
Apple(AAPL)16,48715,415-1,072341.70%0
Ball Corp.022,667+22,667020.73%+2
Factset Research(FDS)03,464+3,464020.75%+2
Illinois Tool Works(ITW)09,920+9,920031.23%+3
Cognizant Tech(CTSH)017,732+17,732010.65%+1
O'Reilly Auto(ORLY)02,107+2,107021.15%+2
AbbVie(ABBV)011,103+11,103021.04%+2
Danaher(DHR)8,3857,918-467221.04%0
Fastenal Co.(FAST)027,328+27,328020.92%+2
Salesforce2,6342,841+207110.37%0
Tractor Supply Co.(TSCO)7,0406,880-160220.95%0
Meta Platforms(META)2,5852,448-137110.66%0
Morgan Stanley(MS)6,3036,763+460110.33%0
Globe Life07,093+7,093010.36%+1
Cintas(CTAS)2,7109,654+6,944220.94%0
Deere(DE)1,7911,818+27110.36%0
Carlisle(CSL)06,490+6,490031.38%+3
Nike(NKE)015,111+15,111010.63%+1
Cisco Systems(CSCO)33,58631,507-2,079220.79%0
Autodesk3,3983,341-57110.44%0
Pulte Corp(PHM)2,7392,652-87000.18%0
Dover(DOV)8,9798,819-160220.80%0
Mondelez International(MDLZ)8,2108,2100110.29%0
Gilead Sciences(GILD)3,5483,5480000.14%0
ITT Corporation(ITT)4,1173,922-195110.28%0
Mastercard(MA)959942-17000.22%0
Texas Instruments(TXN)7,0356,825-210110.67%0
Stryker(SYK)08,675+8,675031.48%+3
Verizon(VZ)15,27714,905-372110.32%0
Goldman Sachs Group(GS)552582+30000.14%0
Abbott Laboratories014,037+14,037020.76%+2
Kimberly Clark(KMB)5,2395,337+98110.36%0
General Mills(GIS)13,31211,868-1,444110.42%0
Chemed5665660000.16%0
Colgate Palmolive(CL)22,59221,417-1,175221.05%0
Fifth Third Bancorp(FITB)8,5067,966-540000.16%0
Quest Diagnostics(DGX)1,6631,6630000.12%0
Marsh & McLennan(MRSH)2,5342,525-9110.27%0
Graco Inc.(GGG)3,1903,1900000.13%0
Donaldson(DCI)9,7589,7580110.34%0
Lincoln National Corp.(LNC)6,9457,490+545000.11%0
Amcor PLC11,11111,1110000.06%0
Cigna(CI)2,5952,527-68110.41%0
Williams Companies(WMB)5,7775,769-8000.12%0
Analog Devices(ADI)11,24011,217-23331.22%0
Mettler-Toledo Int'l(MTD)364350-14110.25%0
Procter & Gamble(PG)14,96514,337-628221.18%0
Viatris14,67014,755+85000.08%0
IDEXX Laboratories(IDXX)2,6862,619-67110.63%0
Alcoa(AA)7,8868,403+517000.15%0
Pfizer(PFE)8,8138,858+45000.12%0
Ecolab(ECL)8,0747,559-515220.91%0
Ansys Inc.2,4932,533+40110.38%0
Prudential(PFH)1,9151,900-15000.11%0
United Parcel Service Cl B(UPS)03,462+3,462000.22%0
Marriott Intl. Class A(MAR)6,0075,852-155110.69%0
CVS Health(CVS)014,634+14,634010.44%+1
Rio Tinto Group(RIO)3,5023,182-320000.11%-0
Expeditors Int'l(EXPD)19,76118,719-1,042221.17%-0
Constellation Brands(STZ)4,7344,690-44110.57%-0
Organon(OGN)10,42010,760+340000.10%-0
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