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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
SBUXStarbucks
Recent Activity
Increased 16.35%
0.82%
$1.665M
18,246 shares@ $91.26 avg price
MARMarriott Intl. Class A
Recent Activity
Increased 0.04%
0.81%
$1.633M
5,854 shares@ $278.96 avg price
LRCXLam Research
Recent Activity
Increased 864.28%
0.77%
$1.546M
21,407 shares@ $72.22 avg price
CTSHCognizant Tech
Recent Activity
Increased 1.25%
0.68%
$1.381M
17,952 shares@ $76.93 avg price
CLXClorox
Recent Activity
Increased 2.27%
0.65%
$1.32M
8,129 shares@ $162.39 avg price
ADSKAutodesk
Recent Activity
Increased 27.81%
0.63%
$1.262M
4,270 shares@ $295.56 avg price
CBRECbre Group
Recent Activity
Increased 4.2%
0.6%
$1.211M
9,224 shares@ $131.29 avg price
GSGoldman Sachs Group
Recent Activity
Increased 237.98%
0.56%
$1.126M
1,967 shares@ $572.45 avg price
BMYBristol-myers Squibb
Recent Activity
Increased 2.69%
0.54%
$1.093M
19,323 shares@ $56.57 avg price
LMTLockheed Martin
Recent Activity
Increased 0.73%
0.51%
$1.018M
2,094 shares@ $486.16 avg price