WG
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WADE G W & INC13F | |
WADE G W & INC | |
Last update 2024-02-08 | 406 Stocks (31 new) |
Value $3.08 Bil | Turnover 7 % |
WADE G W & INC Top Holdings of 2023-12-31
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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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IWF | iShares Russell 1000 Growth ETF | 489,799 | 148,490.0 | +4.48% | 4.830 | +0.21% | 0.190 | +17.70% | +5.94% | 111,727.5 | ||
AAPL | Apple Inc | 736,292 | 141,760.0 | +1.09% | 4.610 | +0.05% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | 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 | +4.08% | +6.64% | 5,010.5 | ||
MSFT | Microsoft Corp | 299,253 | 112,530.0 | +6.23% | 3.660 | +0.21% | 0.000 | +32.75% | +18.46% | 3,697,021.6 | Software | |
IVV | iShares Core S&P 500 ETF | 219,243 | 104,720.0 | +9.72% | 3.400 | +0.30% | 0.030 | +10.85% | +6.13% | 616,553.2 | ||
QQQ | INVESCO QQQ Trust | 176,036 | 72,090.0 | +5.13% | 2.340 | +0.11% | 0.030 | +17.77% | +8.19% | 354,290.8 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 913,087 | 71,250.0 | -6.89% | 2.320 | -0.18% | 0.230 | +0.58% | +6.46% | 23,870.4 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 789,213 | 64,750.0 | -16.33% | 2.100 | -0.46% | 0.230 | +1.14% | +2.72% | 24,096.0 | ||
XOM | Exxon Mobil Corp | 529,675 | 52,960.0 | -0.25% | 1.720 | -0.01% | 0.010 | -8.52% | +2.04% | 464,579.1 | Oil & Gas | |
IEF | iShares 7-10 Year Treasury Bond ETF | 528,072 | 50,900.0 | +379.70% | 1.650 | +1.31% | 0.190 | +1.40% | +5.24% | 35,034.0 |
WADE G W & INC's Historical Top Holdings Breakdowns
WADE G W & 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 |
---|---|---|---|---|---|---|---|---|---|---|---|
IEF | iShares 7-10 Year Treasury Bond ETF | 2023-12-31 | Add Add | +1.31% | 88.95 ($92.48) 97 | $95.77 | 3.56% | 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 | $82.86 | 1.93% | 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 | $55.10 | 10.87% | 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 | $45.75 | 3.67% | New holding | 290,986 | 290,986 | |
AVGO | Broadcom Inc | 2023-12-31 | Add Add | +0.34% | 81.48 ($94.69) 114.7 | $275.65 | 191.11% | 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 | $339.57 | 38.68% | 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 | $620.90 | 38.72% | 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 | $104.48 | -0.02% | 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 | $86.07 | 51.27% | 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)
WADE G W & INC's Asset Allocation
WADE G W & INC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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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 % |
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WADE G W & INC's Holdings Heat Map
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WADE G W & INC's Holdings Bubble Chart
WADE G W & INC News
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