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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
EOGEog Resources
Recent Activity
Increased 29.62%
0.49%
$995,000
8,119 shares@ $122.56 avg price
ANSSAnsys Inc.
Recent Activity
Increased 15.28%
0.49%
$985,000
2,920 shares@ $337.33 avg price
CRMSalesforce
Recent Activity
Increased 0.71%
0.48%
$957,000
2,861 shares@ $334.5 avg price
RTXRtx Corp.
Recent Activity
Increased 1.42%
0.47%
$954,000
8,245 shares@ $115.71 avg price
MSMorgan Stanley
Recent Activity
Increased 4.77%
0.44%
$891,000
7,085 shares@ $125.76 avg price
TFCTruist Financial
Recent Activity
Increased 28.01%
0.39%
$778,000
17,939 shares@ $43.37 avg price
FCXFreeport-mcmoran
Recent Activity
Increased 25.24%
0.38%
$765,000
20,097 shares@ $38.07 avg price
KMBKimberly Clark
Recent Activity
Increased 7.54%
0.37%
$752,000
5,739 shares@ $131.04 avg price
ACNAccenture Plc
Recent Activity
Increased 50.36%
0.34%
$672,000
1,911 shares@ $351.65 avg price
VLOValero Energy Corp
Recent Activity
Increased 2.39%
0.3%
$595,000
4,856 shares@ $122.53 avg price