Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EADS & HEALD WEALTH MANAGEMENT | 04-23-2024 | 03-31-2024 | 144 | 214,444,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Nvidia | COM | 1 | $5,558,000 | 6,151 | 2.59 | 1.48 | -59 | -0.95 | 03-31-2024 |
| Costco | COM | 2 | $3,589,000 | 4,899 | 1.67 | 1.71 | -474 | -8.82 | 03-31-2024 |
| Amazon.com | COM | 3 | $3,442,000 | 19,080 | 1.61 | 1.51 | -1,534 | -7.44 | 03-31-2024 |
| W.W. Grainger | COM | 4 | $3,426,000 | 3,368 | 1.60 | 1.53 | -477 | -12.41 | 03-31-2024 |
