Portfolio Holdings & Fund Performance - EADS & HEALD WEALTH MANAGEMENT

List of top 200 securities held by EADS & HEALD WEALTH MANAGEMENT:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q1
Total Holdings: 144
Assets Under Management (AUM) :
$214,450,364 ($214.45M)
Reporting Manager: Moying Lu
Address:

2100 RIVEREDGE PARKWAY NW STE 760
ATLANTA, GA 30328

Since : total money flow = , gains and losses =

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