StockDriftsStockDriftsTop 50 Eads & Heald Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia | 3.22% | 37.1K | $6.5M | -7.26%(-2.90K) | $4.13(+5371.94%) | 2026-03-31 | |
| WMT | Walmart | 2.06% | 33.3K | $4.1M | -5.88%(-2.08K) | $19.25(+583.03%) | 2026-03-31 | |
| LRCX | Lam Research | 2.02% | 18.9K | $4.0M | -17.62%(-4.05K) | $63.66(+364.08%) | 2026-03-31 | |
| COST | Costco | 1.77% | 3.6K | $3.6M | -1.03%(-37) | $81.65(+1165.25%) | 2026-03-31 | |
| AAPL | Apple | 1.73% | 13.7K | $3.5M | -0.76%(-105) | $44.59(+570.26%) | 2026-03-31 | |
| JPM | J.P. Morgan Chase | 1.68% | 11.4K | $3.4M | -1.65%(-192) | $52.20(+475.18%) | 2026-03-31 | |
| APH | Amphenol | 1.67% | 26.5K | $3.3M | -11.12%(-3.32K) | $11.02(+1030.76%) | 2026-03-31 | |
| ADI | Analog Devices | 1.57% | 9.9K | $3.1M | -5.45%(-570) | $116.66(+270.65%) | 2026-03-31 | |
| AMZN | Amazon.com | 1.52% | 14.7K | $3.1M | -0.59%(-87) | $32.98(+719.14%) | 2026-03-31 | |
| GWW | W.W. Grainger | 1.44% | 2.7K | $2.9M | -1.08%(-29) | $230.51(+443.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.27% | +65.43% |
| Top 20 Holdings Unweighted | +17.63% | +62.78% |
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