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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
CSLCarlisle
Recent Activity
Decreased -3.57%
1.14%
$2.308M
6,258 shares@ $368.81 avg price
SHWSherwin-williams
Recent Activity
Decreased -1.91%
1.09%
$2.213M
6,510 shares@ $339.94 avg price
MCDMcdonalds
Recent Activity
Decreased -0.46%
1.07%
$2.164M
7,466 shares@ $289.85 avg price
EXPDExpeditors Int'l
Recent Activity
Increased 1.71%
1.04%
$2.109M
19,039 shares@ $110.78 avg price
APDAir Products & Chem.
Recent Activity
Decreased -3.34%
1.04%
$2.101M
7,245 shares@ $290.0 avg price
AMGNAmgen
Recent Activity
Decreased -2.76%
1.03%
$2.08M
7,981 shares@ $260.62 avg price
PEPPepsico
Recent Activity
Decreased -0.76%
0.98%
$1.972M
12,968 shares@ $152.07 avg price
DHID.r. Horton
Recent Activity
Decreased -0.64%
0.97%
$1.968M
14,075 shares@ $139.83 avg price
SNASnap-on
Recent Activity
Increased 16.71%
0.97%
$1.964M
5,784 shares@ $339.56 avg price
ABBVAbbvie
Recent Activity
Decreased -0.55%
0.97%
$1.962M
11,041 shares@ $177.71 avg price