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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
ITWIllinois Tool Works
Recent Activity
Decreased -0.49%
1.24%
$2.503M
9,871 shares@ $253.58 avg price
EMREmerson Electric
Recent Activity
Decreased -2.02%
1.22%
$2.463M
19,876 shares@ $123.92 avg price
UNHUnitedhealth Group
Recent Activity
Decreased -0.91%
1.21%
$2.457M
4,857 shares@ $505.87 avg price
CORCencora
Recent Activity
Decreased -0.27%
1.19%
$2.403M
10,696 shares@ $224.67 avg price
PGProcter & Gamble
Recent Activity
Decreased -0.69%
1.18%
$2.387M
14,237 shares@ $167.67 avg price
ADPAutomatic Data Processing
Recent Activity
Decreased -3.3%
1.17%
$2.374M
8,109 shares@ $292.77 avg price
ADIAnalog Devices
Recent Activity
Decreased -0.58%
1.17%
$2.369M
11,151 shares@ $212.45 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
GOOGLAlphabet Class A
Recent Activity
Decreased -0.73%
1.15%
$2.333M
12,325 shares@ $189.3 avg price