$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
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 | 23 | Q2 2024 | 14.4% |
| INVESCO EXCHANGE TRADED FD T | 23 | Q2 2024 | 12.2% |
| ISHARES TR | 23 | Q2 2024 | 12.3% |
| GOLDMAN SACHS ETF TR | 23 | Q2 2024 | 6.0% |
| ISHARES TR | 23 | Q2 2024 | 5.0% |
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 1.4% |
| SCHWAB STRATEGIC TR | 22 | Q2 2024 | 8.3% |
| VANGUARD INDEX FDS | 22 | Q2 2024 | 12.6% |
| ISHARES TR | 22 | Q2 2024 | 2.5% |
| SCHWAB STRATEGIC TR | 21 | Q2 2024 | 10.4% |
View WADDELL & ASSOCIATES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-06 |
| 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 |
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.