$871 Million is the total value of WADE G W & INC's 216 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
USMV | New | ISHARES TRmin vol usa etf | $1,892,000 | – | 35,850 | +100.0% | 0.22% | – |
JPIN | New | JP MORGAN EXCHANGE TRADED FDdiv rtn int eq | $995,000 | – | 16,572 | +100.0% | 0.11% | – |
JAZZ | New | JAZZ PHARMACEUTICALS PLC | $754,000 | – | 5,597 | +100.0% | 0.09% | – |
JPEM | New | JP MORGAN EXCHANGE TRADED FDdiv rtn em eqt | $531,000 | – | 9,097 | +100.0% | 0.06% | – |
VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $391,000 | – | 7,143 | +100.0% | 0.04% | – |
DXC | New | DXC TECHNOLOGY CO | $312,000 | – | 3,285 | +100.0% | 0.04% | – |
ALL | New | ALLSTATE CORP | $305,000 | – | 2,917 | +100.0% | 0.04% | – |
AMAT | New | APPLIED MATLS INC | $231,000 | – | 4,521 | +100.0% | 0.03% | – |
WYND | New | WYNDHAM WORLDWIDE CORP | $231,000 | – | 1,997 | +100.0% | 0.03% | – |
DST | New | DST SYS INC DEL | $209,000 | – | 3,365 | +100.0% | 0.02% | – |
AMLP | New | ALPS ETF TRalerian mlp | $146,000 | – | 13,576 | +100.0% | 0.02% | – |
ENPH | New | ENPHASE ENERGY INC | $108,000 | – | 45,000 | +100.0% | 0.01% | – |
SNOA | New | SONOMA PHARMACEUTICALS INC | $60,000 | – | 11,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-13
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.