13F Filings History of EADS & HEALD WEALTH MANAGEMENT

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$206,714,223
Signature - Title
Moying Lu - Operations Manager
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by EADS & HEALD WEALTH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EADS & HEALD WEALTH MANAGEMENT reported 141 stock holdings with total value $206,714,223 as of Q4 2025. Top holdings included NVDA, APH, WMT, LRCX, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 141 $206,714,223 +$6,058,359 -$9,383,440 -$3,325,081 NVDA, APH, WMT, LRCX, JPM 13F-HR 29 Jan 2026, 16:01
Q3 2025 139 $209,468,000 +$4,986,073 -$7,413,994 -$2,427,921 NVDA, ORCL, APH, WMT, JPM 13F-HR 22 Oct 2025, 14:26
Q2 2025 134 $202,397,000 +$8,093,480 -$11,084,124 -$2,990,644 NVDA, ORCL, COST, WMT, JPM 13F-HR 22 Jul 2025, 13:39
Q1 2025 138 $196,869,000 +$2,791,013 -$7,163,036 -$4,372,023 NVDA, COST, WMT, AAPL, FI 13F-HR 25 Apr 2025, 11:00
Q4 2024 135 $203,255,000 +$6,498,852 -$8,269,645 -$1,770,793 NVDA, AAPL, WMT, COST, AMZN 13F-HR 17 Jan 2025, 11:19
Q3 2024 144 $211,080,000 +$7,424,589 -$14,784,873 -$7,360,284 NVDA, COST, ORCL, WMT, AAPL 13F-HR 28 Oct 2024, 14:45
Q2 2024 144 $206,986,000 +$11,693,983 -$9,149,287 +$2,544,696 NVDA, COST, AMZN, AAPL, ORCL 13F-HR 23 Jul 2024, 10:27
Q1 2024 144 $214,444,000 +$5,339,477 -$17,031,282 -$11,691,805 NVDA, COST, AMZN, GWW, SYK 13F-HR 23 Apr 2024, 13:51
Q4 2023 145 $207,788,000 +$5,417,722 -$6,710,035 -$1,292,313 COST, AAPL, GWW, AMZN, JPM 13F-HR 30 Jan 2024, 14:06
Q3 2023 142 $190,643,000 +$2,204,027 -$7,074,608 -$4,870,581 AAPL, COST, UNH, AFL, ORCL 13F-HR 27 Oct 2023, 11:58
Q2 2023 145 $203,399,000 +$4,461,454 -$13,877,763 -$9,416,309 AAPL, ORCL, SYK, GWW, COST 13F-HR 25 Jul 2023, 16:02
Q1 2023 144 $201,876,000 +$5,636,387 -$6,634,936 -$998,549 AAPL, SYK, TMO, COST, ORCL 13F-HR 21 Apr 2023, 11:32
Q4 2022 145 $196,613,000 +$4,298,668 -$4,642,494 -$343,826 UNH, ADM, TMO, AFL, PEP 13F-HR 27 Jan 2023, 15:11
Q3 2022 143 $176,332,000 +$7,663,632 -$6,107,764 +$1,555,868 UNH, COST, AAPL, ADM, TMO 13F-HR 27 Oct 2022, 14:42
Q2 2022 148 $185,761,000 +$7,663,979 -$8,139,352 -$475,373 UNH, TMO, COST, AAPL, ADM 13F-HR 26 Jul 2022, 15:10
Q1 2022 147 $215,792,000 +$5,333,589 -$7,741,279 -$2,407,690 COST, AAPL, TMO, ADM, UNH 13F-HR 27 Apr 2022, 12:16
Q4 2021 146 $230,070,000 +$5,439,494 -$6,701,961 -$1,262,467 AAPL, COST, TMO, MSFT, UNH 13F-HR 31 Jan 2022, 14:11
Q3 2021 142 $207,060,000 +$8,481,943 -$4,466,546 +$4,015,397 TMO, AAPL, COST, AMZN, SYK 13F-HR 27 Oct 2021, 12:27
Q2 2021 137 $204,957,000 +$5,735,787 -$6,417,704 -$681,917 AAPL, AMZN, TMO, DHR, COST 13F-HR 30 Jul 2021, 11:39
Q1 2021 137 $194,701,000 +$7,459,828 -$4,966,265 +$2,493,563 AAPL, AMZN, TMO, ITW, SYK 13F-HR 29 Apr 2021, 14:02
Q4 2020 132 $185,614,000 +$8,800,998 -$4,541,270 +$4,259,728 AAPL, AMZN, TMO, DIS, COST 13F-HR 02 Feb 2021, 10:47
Q3 2020 125 $167,087,000 +$7,211,560 -$18,712,675 -$11,501,115 AAPL, AMZN, TMO, DHR, COST 13F-HR 02 Nov 2020, 11:47
Q2 2020 120 $164,652,000 +$6,363,902 -$7,547,295 -$1,183,393 AMZN, AAPL, TMO, MSFT, DHR 13F-HR 29 Jul 2020, 10:07
Q1 2020 118 $141,493,000 +$1,659,323 -$13,286,292 -$11,626,969 AMZN, AAPL, COST, MSFT, TMO 13F-HR 01 May 2020, 10:38
Q4 2019 129 $189,118,000 +$5,588,336 -$5,568,788 +$19,548 AAPL, FI, TMO, V, COST 13F-HR 31 Jan 2020, 11:06
Q3 2019 129 $178,910,000 +$5,674,427 -$7,001,702 -$1,327,275 COST, FI, AAPL, SYK, TMO 13F-HR 31 Oct 2019, 11:23
Q2 2019 126 $176,771,000 +$5,284,316 -$7,896,467 -$2,612,151 AMZN, TMO, COST, SYK, BALL 13F-HR 30 Jul 2019, 11:18
Q1 2019 126 $172,739,000 +$6,584,704 -$5,611,632 +$973,072 TMO, AMZN, SYK, COST, CHD 13F-HR 26 Apr 2019, 13:28
Q4 2018 124 $150,132,000 +$5,101,326 -$9,036,239 -$3,934,913 CHD, TMO, AMZN, V, FI 13F-HR 31 Jan 2019, 09:45
Q3 2018 127 $174,174,000 +$4,363,230 -$6,674,569 -$2,311,339 AMZN, AAPL, V, TMO, COST 13F-HR 31 Oct 2018, 13:47
Q2 2018 126 $162,259,000 +$5,441,551 -$4,752,311 +$689,240 AMZN, AAPL, COST, V, FI 13F-HR 27 Jul 2018, 15:06
Q1 2018 122 $157,784,000 +$7,427,559 -$14,910,144 -$7,482,585 AMZN, SYK, CTSH, JPM, TMO 13F-HR 26 Apr 2018, 15:17
Q4 2017 127 $169,636,000 +$4,529,314 -$7,286,878 -$2,757,564 AMZN, ITW, JPM, SYK, V 13F-HR 31 Jan 2018, 15:41
Q3 2017 130 $160,984,000 +$5,293,664 -$5,153,801 +$139,863 AMZN, META, V, CTSH, TMO 13F-HR 27 Oct 2017, 10:46
Q2 2017 129 $155,920,000 +$5,814,167 -$8,310,153 -$2,495,986 AMZN, SYK, META, TMO, ITW 13F-HR 31 Jul 2017, 14:36
Q1 2017 129 $155,171,000 +$4,710,182 -$5,041,266 -$331,084 AMZN, SYK, META, AAPL, ITW 13F-HR 01 May 2017, 10:06
Q4 2016 131 $146,635,000 +$4,194,128 -$3,958,753 +$235,375 JPM, AMZN, SYK, ITW, CVX 13F-HR 13 Feb 2017, 09:26
Q3 2016 130 $145,174,000 +$4,093,097 -$4,837,404 -$744,307 AMZN, TMO, ITW, SYK, BALL 13F-HR 26 Oct 2016, 15:16
Q2 2016 132 $145,534,000 +$5,068,574 -$8,105,671 -$3,037,097 SYK, AMZN, FI, CHD, TMO 13F-HR 29 Jul 2016, 14:34
Q1 2016 130 $144,545,000 +$3,218,922 -$6,430,260 -$3,211,338 TMO, SYK, ITW, FI, CHD 13F-HR 29 Apr 2016, 11:19
Q4 2015 130 $144,437,000 +$9,299,797 -$11,740,494 -$2,440,697 AMZN, TMO, COST, V, JAH 13F-HR 29 Jan 2016, 14:44
Q3 2015 136 $140,218,000 +$4,231,881 -$7,921,139 -$3,689,258 NKE, CTSH, V, SYK, FI 13F-HR 30 Oct 2015, 13:48
Q2 2015 134 $151,877,000 +$6,481,083 -$7,288,971 -$807,888 DIS, AAPL, CTSH, TMO, SYK 13F-HR 29 Jul 2015, 15:00
Q1 2015 135 $155,601,000 +$7,322,433 -$11,392,445 -$4,070,012 B108PS, AAPL, DIS, CTSH, TMO 13F-HR 30 Apr 2015, 14:48
Q4 2014 131 $157,224,000 +$8,611,482 -$7,145,732 +$1,465,750 AAPL, V, DIS, SYK, SIAL 13F-HR 29 Jan 2015, 15:34
Q3 2014 125 $147,774,000 +$4,663,740 -$7,668,494 -$3,004,754 SIAL, DIS, AAPL, NKE, PEP 13F-HR 29 Oct 2014, 16:00
Q2 2014 121 $150,536,000 +$5,630,583 -$10,551,865 -$4,921,282 SLB, JNJ, DIS, BALL, AGN 13F-HR 01 Aug 2014, 10:33
Q1 2014 113 $152,108,000 +$5,261,616 -$4,382,220 +$879,396 CTSH, TMO, GOOGL, UTX, SYK 13F-HR 01 May 2014, 13:46
Q4 2013 111 $150,689,000 $0 $0 $0 GOOGL, TMO, CTSH, V, AXP 13F-HR 03 Feb 2014, 11:00