$0 is the total value of EADS & HEALD WEALTH MANAGEMENT's 0 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MAR | Marriott Intl. Class A | $382,000 | -1.8% | 5,699 | 0.0% | 0.26% | -4.7% | |
| FDX | FedEx | $327,000 | +3.5% | 2,192 | 0.0% | 0.23% | +0.4% | |
| KMB | Kimberly Clark | $283,000 | +16.9% | 2,220 | 0.0% | 0.20% | +13.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Thermo Fisher Scientific | 45 | Q2 2024 | 1.9% |
| Costco | 45 | Q2 2024 | 1.9% |
| Amazon.com | 45 | Q2 2024 | 2.2% |
| Apple | 45 | Q2 2024 | 2.1% |
| Stryker | 45 | Q2 2024 | 1.6% |
| Visa | 45 | Q2 2024 | 1.7% |
| Fiserv | 45 | Q2 2024 | 1.7% |
| Illinois Tool Works | 45 | Q2 2024 | 1.6% |
| Church & Dwight | 45 | Q2 2024 | 1.7% |
| J.P. Morgan Chase | 45 | Q2 2024 | 1.6% |
View EADS & HEALD WEALTH MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-27 |
View EADS & HEALD WEALTH MANAGEMENT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.