Eads & Heald Wealth Management
Eads & Heald Wealth Management is a boutique wealth management and investment advisory firm headquartered in Atlanta, Georgia. Founded in 1987, the firm brings over 150 years of combined team experience, focusing on providing highly personalized and dynamic financial planning, as well as disciplined investment management. Eads & Heald serves individuals, families, and businesses, striving to preserve and grow client assets through close relationships and custom solutions. The firm emphasizes a hands-on approach often lacking in larger, tech-driven competitors.
Investment Strategy
Eads & Heald Wealth Management implements tailored investment management strategies that begin with a custom Investment Policy Statement for each client. The firm focuses on broad diversification, selection of high-quality investments, and prudent risk exposure, all integrated into the client’s overarching financial plan. Their approach is grounded in disciplined portfolio management, ongoing monitoring, and close client communication to ensure strategies support defined financial goals and adapt to changes in client circumstances or markets. The firm works with individuals, families, and businesses to achieve defined objectives through holistic planning and custom portfolio construction.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia | 3.87% | $8.1M | 43,463 | $4.76 | $186.58 | +$958.0K |
O ORCL | Oracle Corp. | 2.06% | $4.3M | 15,352 | $32.22 | $281.24 | +$375.0K |
A APH | Amphenol | 1.91% | $4.0M | 32,381 | $11.11 | $123.75 | +$535.0K |
W WMT | Walmart | 1.82% | $3.8M | 36,889 | $29.73 | $103.06 | +$148.0K |
J JPM | J.P. Morgan Chase | 1.80% | $3.8M | 11,965 | $61.99 | $315.43 | +$146.0K |