Moying Lu

@Eads & Heald Wealth Management

Latest period2024 - Q4

Reported2d ago

Managed Assets$203.255M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MDLZMondelez International Recent Activity Increased 3.6%	0.25%	$508,000 8,505 shares@ $59.73 avg price	Increased 3.6%
MTDMettler-toledo Int'l Recent Activity Increased 14.29%	0.25%	$489,000 400 shares@ $1222.5 avg price	Increased 14.29%
WATWaters Corp. Recent Activity Increased 3.71%	0.24%	$477,000 1,286 shares@ $370.92 avg price	Increased 3.71%
PHMPulte Corp Recent Activity Increased 33.94%	0.2%	$387,000 3,552 shares@ $108.96 avg price	Increased 33.94%
FITBFifth Third Bancorp Recent Activity Increased 2.96%	0.18%	$347,000 8,201 shares@ $42.32 avg price	Increased 2.96%
TAt&t Recent Activity Increased 1.44%	0.13%	$250,000 10,975 shares@ $22.78 avg price	Increased 1.44%