test

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
GWWW.w. Grainger
Recent Activity
Decreased -3.65%
1.47%
$2.975M
2,822 shares@ $1054.22 avg price
VVisa
Recent Activity
Decreased -1.37%
1.47%
$2.97M
9,399 shares@ $316.0 avg price
NFLXNetflix
Recent Activity
Decreased -1.57%
1.45%
$2.946M
3,305 shares@ $891.38 avg price
AFLAflac
Recent Activity
Decreased -2.92%
1.42%
$2.879M
27,837 shares@ $103.43 avg price
AVGOBroadcom
Recent Activity
Decreased -4.35%
1.38%
$2.792M
12,044 shares@ $231.82 avg price
MSFTMicrosoft
Recent Activity
Decreased -0.4%
1.38%
$2.787M
6,612 shares@ $421.51 avg price
APHAmphenol
Recent Activity
Decreased -4.44%
1.37%
$2.767M
39,835 shares@ $69.47 avg price
BKNGBooking Holdings
Recent Activity
Decreased -9.22%
1.33%
$2.686M
541 shares@ $4964.88 avg price
ORLYO'reilly Auto
Recent Activity
Increased 0.67%
1.24%
$2.515M
2,121 shares@ $1185.77 avg price
CHDChurch & Dwight
Recent Activity
Decreased -0.66%
1.24%
$2.51M
23,969 shares@ $104.72 avg price