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Moying Lu

@Eads & Heald Wealth Management

Latest period2024 - Q4ReportedManaged Assets$203.255MTotal holdings135
Assets growth rate-3.7%Assets growth rate (2-Q avg)-0.86%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Eads & Heald Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Eads & Heald Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 203.255M in assets, with a quarterly growth rate of -3.7% and a 2-quarter average growth rate of -0.86%. The portfolio is managed by Moying Lu, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia
Recent Activity
Decreased -1.71%
3.47%
$7.033M
52,371 shares@ $134.3 avg price
AAPLApple
Recent Activity
Decreased -0.64%
1.89%
$3.835M
15,315 shares@ $250.41 avg price
WMTWalmart
Recent Activity
Decreased -5.43%
1.88%
$3.819M
42,273 shares@ $90.35 avg price
COSTCostco
Recent Activity
Decreased -3.17%
1.82%
$3.692M
4,029 shares@ $916.36 avg price
AMZNAmazon.com
Recent Activity
Decreased -4.07%
1.77%
$3.592M
16,374 shares@ $219.38 avg price
FIFiserv
Recent Activity
Decreased -10.69%
1.68%
$3.406M
16,583 shares@ $205.4 avg price
ORCLOracle Corp.
Recent Activity
Decreased -6.78%
1.65%
$3.345M
20,071 shares@ $166.66 avg price
JPMJ.p. Morgan Chase
Recent Activity
Decreased -4.32%
1.64%
$3.333M
13,905 shares@ $239.7 avg price
AXPAmerican Express
Recent Activity
Decreased -5.78%
1.6%
$3.232M
10,890 shares@ $296.79 avg price
SYKStryker
Recent Activity
Decreased -1.38%
1.52%
$3.08M
8,555 shares@ $360.03 avg price