WG

WADE G W & INC

13F
WADE G W & INC
Last update 2024-02-08 406 Stocks (31 new)
Value $3.08 Bil Turnover 7 %
Countries:
Top Holdings: IWF(4.83%)AAPL(4.61%)DLN(4.52%)MSFT(3.66%)IVV(3.40%)
Summary Stock Picks Current Portfolio
WADE G W & INC Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF
iShares Russell 1000 Growth ETF
489,799
148,490.0
+4.48%
4.830
+0.21%
0.190
+22.27%
+6.69%
112,514.3
 
AAPL
Apple Inc
736,292
141,760.0
+1.09%
4.610
+0.05%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
DLN
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
2,094,288
139,020.0
+0.50%
4.520
+0.02%
3.730
+12.04%
+7.87%
5,068.5
 
MSFT
Microsoft Corp
299,253
112,530.0
+6.23%
3.660
+0.21%
0.000
+29.81%
+19.87%
3,740,948.0
Software
IVV
iShares Core S&P 500 ETF
219,243
104,720.0
+9.72%
3.400
+0.30%
0.030
+17.02%
+7.08%
622,054.4
 
QQQ
INVESCO QQQ Trust
176,036
72,090.0
+5.13%
2.340
+0.11%
0.030
+22.10%
+8.69%
355,935.0
 
USMV
iShares MSCI USA Min Vol Factor ETF
913,087
71,250.0
-6.89%
2.320
-0.18%
0.230
+3.43%
+5.18%
23,583.0
 
SHY
iShares 1-3 Year Treasury Bond ETF
789,213
64,750.0
-16.33%
2.100
-0.46%
0.230
+0.99%
+2.54%
23,976.8
 
XOM
Exxon Mobil Corp
529,675
52,960.0
-0.25%
1.720
-0.01%
0.010
+12.95%
+9.26%
497,461.6
Oil & Gas
IEF
iShares 7-10 Year Treasury Bond ETF
528,072
50,900.0
+379.70%
1.650
+1.31%
0.190
+1.85%
+3.98%
34,503.6
 

WADE G W & INC's Historical Top Holdings Breakdowns

WADE G W & INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IEF
iShares 7-10 Year Treasury Bond ETF
2023-12-31
Add
Add
+1.31%
●
88.95 ($92.48) 97
$94.32
1.99%
Add 379.7%
528,072
417,989
SHY
iShares 1-3 Year Treasury Bond ETF
2023-12-31
Reduce
Reduce
-0.46%
●
80.62 ($81.29) 82.04
$82.45
1.43%
Reduce -16.33%
789,213
-154,033
COWZ
Pacer US Cash Cows 100 ETF
2023-12-31
Add
Add
+0.44%
●
47.09 ($49.7) 52.78
$56.56
13.80%
Add 56.12%
725,784
260,894
FBND
Fidelity Total Bond ETF
2023-12-31
New Buy
New Buy
+0.44%
●
42.52 ($44.13) 46.2
$45.42
2.92%
New holding
290,986
290,986
AVGO
Broadcom Inc
2023-12-31
Add
Add
+0.34%
●
81.48 ($94.69) 114.7
$274.38
189.77%
Add 29.38%
417,570
9,483
IWB
iShares Russell 1000 ETF
2023-12-31
Add
Add
+0.31%
●
225.16 ($244.85) 263.17
$342.67
39.95%
Add 38.27%
132,474
36,663
IVV
iShares Core S&P 500 ETF
2023-12-31
Add
Add
+0.30%
●
412.55 ($447.6) 479
$626.44
39.96%
Add 9.72%
219,243
19,429
MUB
iShares National Muni Bond ETF
2023-12-31
Reduce
Reduce
-0.28%
●
100.97 ($104.5) 108.77
$103.95
-0.53%
Reduce -46.62%
85,886
-75,002
JGRO
JPMorgan Active Growth ETF
2023-12-31
Add
Add
+0.28%
●
51.37 ($56.9) 61.38
$85.90
50.97%
Add 166.99%
228,482
142,904
NXGN Unlock Delisted
NextGen Healthcare Inc
2023-12-31
Sold Out
Sold Out
-0.26%
●
23.73 ($23.86) 23.94
$23.94
0.34%
Sold Out
0
-296,652

WADE G W & INC Total Holding History ($B)

To

WADE G W & INC's Asset Allocation

To

WADE G W & INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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WADE G W & INC's Hypothetical Growth since 2023-12-31

WADE G W & INC's Yearly Returns

Year Portfolio % % Excess Gain %

WADE G W & INC's Holdings Heat Map

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WADE G W & INC's Holdings Bubble Chart

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