$268 Million is the total value of WADE G W & INC's 124 reported holdings in Q4 2012. The portfolio turnover from Q3 2012 to Q4 2012 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2012 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-02-07
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
EXXON MOBIL CORP | 43 | Q4 2023 | 13.4% |
WISDOMTREE TRUST | 43 | Q4 2023 | 9.4% |
ISHARES TR | 43 | Q4 2023 | 8.4% |
SPDR S&P 500 ETF TR | 43 | Q4 2023 | 4.7% |
MICROSOFT CORP | 43 | Q4 2023 | 3.8% |
ISHARES TR | 43 | Q4 2023 | 4.9% |
PROCTER & GAMBLE CO | 43 | Q4 2023 | 2.5% |
JOHNSON & JOHNSON | 43 | Q4 2023 | 2.4% |
HONEYWELL INTL INC | 43 | Q4 2023 | 2.0% |
PEPSICO INC | 43 | Q4 2023 | 1.8% |
View WADE G W & INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-08 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-09 |
13F-HR | 2021-11-03 |
View WADE G W & INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.