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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
MDTMedtronic
Recent Activity
Exited
0%
$298,000
3,306 shares@ $90.14 avg price
NVONovo Nordisk
Recent Activity
Exited
0%
$270,000
2,267 shares@ $119.11 avg price
EDConsolidated Edison
Recent Activity
Exited
0%
$264,000
2,537 shares@ $104.06 avg price
CRLCharles River Laboratories
Recent Activity
Exited
0%
$264,000
1,341 shares@ $196.87 avg price
PFEPfizer
Recent Activity
Exited
0%
$256,000
8,858 shares@ $28.91 avg price
RIORio Tinto Group
Recent Activity
Exited
0%
$226,000
3,182 shares@ $71.03 avg price
MKCMccormick
Recent Activity
Exited
0%
$209,000
2,540 shares@ $82.29 avg price
OGNOrganon
Recent Activity
Exited
0%
$206,000
10,760 shares@ $19.15 avg price
AMCRAmcor Plc
Recent Activity
Exited
0%
$126,000
11,111 shares@ $11.35 avg price
FFord Motor Company
Recent Activity
Exited
0%
$123,000
11,630 shares@ $10.58 avg price