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WEDBUSH SECURITIES INC13F | |
WEDBUSH SECURITIES INC | |
Last update 2025-02-13 | 1133 Stocks (126 new) |
Value $2.80 Bil | Turnover 5 % |
WEDBUSH SECURITIES INC Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 594,396 | 320,270.0 | +2.00% | 11.430 | +0.22% | 0.060 | -5.57% | -3.02% | 639,944.1 | ||
AAPL | Apple Inc | 922,824 | 231,090.0 | -5.10% | 8.250 | -0.43% | 0.010 | -12.89% | -17.91% | 3,067,071.9 | Hardware | |
NVDA | NVIDIA Corp | 1,011,200 | 135,790.0 | -0.03% | 4.850 | 0% | 0.000 | -4.63% | -14.73% | 2,793,800.0 | Semiconductors | |
COST | Costco Wholesale Corp | 119,435 | 109,430.0 | +1.65% | 3.900 | +0.06% | 0.030 | +3.15% | +10.31% | 447,365.9 | Retail - Defensive | |
AMZN | Amazon.com Inc | 449,490 | 98,610.0 | -0.13% | 3.520 | 0% | 0.000 | -20.07% | -13.41% | 2,016,894.6 | Retail - Cyclical | |
MSFT | Microsoft Corp | 216,278 | 91,160.0 | +0.17% | 3.250 | +0.01% | 0.000 | +5.08% | +3.48% | 3,235,237.7 | Software | |
QQQ | INVESCO QQQ Trust | 87,370 | 44,670.0 | +1.84% | 1.590 | +0.03% | 0.010 | -6.27% | -4.24% | 307,645.2 | ||
IVV | iShares Core S&P 500 ETF | 69,891 | 41,140.0 | +3.00% | 1.470 | +0.04% | 0.010 | -5.55% | -2.98% | 574,809.5 | ||
GOOGL | Alphabet Inc | 177,767 | 33,650.0 | -0.03% | 1.200 | 0% | 0.000 | -19.51% | -13.25% | 2,000,180.3 | Interactive Media | |
META | Meta Platforms Inc | 47,126 | 27,590.0 | -1.71% | 0.980 | -0.02% | 0.000 | -13.30% | +2.06% | 1,507,146.9 | Interactive Media |
WEDBUSH SECURITIES INC's Historical Top Holdings Breakdowns
WEDBUSH SECURITIES INC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2024-12-31 | Reduce | -0.43% | 221.69 ($235.83) 259.02 | $205.35 | -12.92% | Reduce -5.1% | 922,824 | -49,633 | |
VOO | Vanguard S&P 500 ETF | 2024-12-31 | Add | +0.22% | 521.84 ($541.94) 558.82 | $520.71 | -3.92% | Add 2% | 594,396 | 11,683 | |
PULS | PGIM Ultra Short Bond ETF | 2024-12-31 | New Buy | +0.13% | 49.52 ($49.67) 49.79 | $49.49 | -0.36% | New holding | 72,985 | 72,985 | |
VUG | Vanguard Growth ETF | 2024-12-31 | Add | +0.12% | 379 ($403.46) 428.11 | $389.30 | -3.51% | Add 46.89% | 26,269 | 8,386 | |
DVY | iShares Select Dividend ETF | 2024-12-31 | Reduce | -0.10% | 129.55 ($136.28) 143.41 | $129.78 | -4.77% | Reduce -30.38% | 47,800 | -20,856 | |
BILS | SPDR Bloomberg 3-12 Month T-Bill ETF | 2024-12-31 | Add | +0.10% | 99 ($99.28) 99.5 | $99.15 | -0.13% | Add 809.61% | 30,208 | 26,887 | |
UNH | UnitedHealth Group Inc | 2024-12-31 | Add | +0.10% | 485.52 ($567.94) 625.25 | $399.92 | -29.58% | Add 28.49% | 25,372 | 5,625 | |
CGDV | Capital Group Dividend Value ETF | 2024-12-31 | Add | +0.08% | 35.16 ($36.39) 37.12 | $35.82 | -1.57% | Add 18.09% | 415,998 | 63,738 | |
FVD | First Trust Value Line Dividend Index Fund | 2024-12-31 | Reduce | -0.08% | 43.4 ($45.25) 46.7 | $44.15 | -2.43% | Reduce -23.44% | 148,414 | -45,451 | |
GOCT | FT Vest U.S. Equity Moderate Buffer ETF - October | 2024-12-31 | New Buy | +0.08% | 34.31 ($35) 35.52 | $34.66 | -0.97% | New holding | 63,100 | 63,100 |
WEDBUSH SECURITIES INC Total Holding History ($B)
WEDBUSH SECURITIES INC's Asset Allocation
WEDBUSH SECURITIES INC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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WEDBUSH SECURITIES INC's Hypothetical Growth since 2024-12-31
WEDBUSH SECURITIES INC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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WEDBUSH SECURITIES INC's Holdings Heat Map
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WEDBUSH SECURITIES INC's Holdings Bubble Chart
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