$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 | 42 | Q3 2023 | 13.4% |
| WISDOMTREE TRUST | 42 | Q3 2023 | 9.4% |
| ISHARES TR | 42 | Q3 2023 | 8.4% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 4.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.8% |
| ISHARES TR | 42 | Q3 2023 | 4.9% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 2.5% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.4% |
| HONEYWELL INTL INC | 42 | Q3 2023 | 2.0% |
| PEPSICO INC | 42 | Q3 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.