EADS & HEALD WEALTH MANAGEMENT - Portfolio overview

EADS & HEALD WEALTH MANAGEMENT has 118 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. NVDA - Nvidia, 3.91%
2. WMT - Walmart, 2.50%
3. LRCX - Lam Research, 2.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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