$437 Million is the total value of WADDELL & ASSOCIATES, LLC's 22 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | New | APPLE INC | $3,065,000 | – | 23,099 | +100.0% | 0.70% | – |
T | New | AT&T INC | $797,000 | – | 27,697 | +100.0% | 0.18% | – |
INTC | New | INTEL CORP | $715,000 | – | 14,343 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 20 | Q3 2023 | 14.4% |
INVESCO EXCHANGE TRADED FD T | 20 | Q3 2023 | 12.2% |
VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 5.0% |
ISHARES TR | 20 | Q3 2023 | 12.3% |
GOLDMAN SACHS ETF TR | 20 | Q3 2023 | 6.0% |
ISHARES TR | 20 | Q3 2023 | 5.0% |
SPDR S&P 500 ETF TR | 20 | Q3 2023 | 1.4% |
SCHWAB STRATEGIC TR | 19 | Q3 2023 | 8.3% |
VANGUARD INDEX FDS | 19 | Q3 2023 | 12.6% |
ISHARES TR | 19 | Q3 2023 | 2.5% |
View WADDELL & ASSOCIATES, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-07 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-27 |
13F-HR | 2022-04-21 |
13F-HR | 2022-02-01 |
View WADDELL & ASSOCIATES, LLC'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.