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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
ORLYO'reilly Auto
Recent Activity
Increased 0.67%
1.24%
$2.515M
2,121 shares@ $1185.77 avg price
TMOThermo Fisher Scientific
Recent Activity
Increased 0.83%
1.16%
$2.347M
4,512 shares@ $520.17 avg price
CATCaterpillar
Recent Activity
Increased 5.04%
1.15%
$2.337M
6,442 shares@ $362.78 avg price
EXPDExpeditors Int'l
Recent Activity
Increased 1.71%
1.04%
$2.109M
19,039 shares@ $110.78 avg price
SNASnap-on
Recent Activity
Increased 16.71%
0.97%
$1.964M
5,784 shares@ $339.56 avg price
TSCOTractor Supply Co.
Recent Activity
Increased 429.66%
0.96%
$1.934M
36,440 shares@ $53.08 avg price
CVXChevron Corp.
Recent Activity
Increased 6.58%
0.92%
$1.858M
12,830 shares@ $144.82 avg price
XOMExxonmobil
Recent Activity
Increased 0.77%
0.89%
$1.802M
16,747 shares@ $107.61 avg price
ECLEcolab
Recent Activity
Increased 0.49%
0.88%
$1.78M
7,596 shares@ $234.34 avg price
INTUIntuit
Recent Activity
Increased 0.73%
0.86%
$1.735M
2,761 shares@ $628.4 avg price