$640 Million is the total value of WADDELL & ASSOCIATES, LLC's 156 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 16.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $62,092,353 | +3.2% | 135,452 | -0.3% | 9.71% | -3.6% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $59,088,087 | +4.5% | 1,214,056 | +0.3% | 9.24% | -2.4% |
| Sell | DOUBLELINE ETF TRUSTshiller cape u s | $51,109,993 | +7.7% | 2,254,571 | -0.1% | 7.99% | +0.6% | |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $50,922,393 | +5.3% | 816,849 | +2.0% | 7.96% | -1.7% |
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $38,402,086 | +7.3% | 970,976 | +0.2% | 6.00% | +0.2% |
| ISCF | Buy | ISHARES TRinternational sl | $36,098,406 | +9.7% | 1,161,378 | +5.9% | 5.64% | +2.4% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $34,657,919 | +5.6% | 376,348 | -1.1% | 5.42% | -1.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $34,472,233 | +9.0% | 515,665 | +0.5% | 5.39% | +1.7% |
| EWX | Buy | SPDR INDEX SHS FDSs&p emktsc etf | $27,511,613 | +5.3% | 543,171 | +1.7% | 4.30% | -1.7% |
| IOO | Buy | ISHARES TRglobal 100 etf | $25,793,378 | +14.7% | 368,161 | +4.9% | 4.03% | +7.1% |
| IXUS | Buy | ISHARES TRcore msci total | $25,128,276 | +7.4% | 405,622 | +0.3% | 3.93% | +0.3% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $24,941,070 | +24.4% | 188,933 | +3.2% | 3.90% | +16.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $23,618,556 | +5.6% | 584,618 | +1.9% | 3.69% | -1.4% |
| Sell | TWO RDS SHARED TRcondctr gbl eqty | $13,235,916 | -0.0% | 996,673 | -0.4% | 2.07% | -6.6% | |
| AAPL | Sell | APPLE INC | $9,232,815 | +24.4% | 55,990 | -2.0% | 1.44% | +16.1% |
| VLUE | Sell | ISHARES TRmsci usa value | $8,579,297 | +1.3% | 92,659 | -0.3% | 1.34% | -5.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,824,988 | +9.1% | 14,228 | +1.9% | 0.91% | +1.9% |
| MSFT | Sell | MICROSOFT CORP | $5,271,525 | +19.3% | 18,285 | -0.7% | 0.82% | +11.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,499,705 | -7.3% | 14,573 | -7.2% | 0.70% | -13.5% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $3,967,160 | +5.5% | 36,316 | -0.7% | 0.62% | -1.6% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $3,830,083 | +5.8% | 69,373 | -0.8% | 0.60% | -1.2% |
| EFA | ISHARES TRmsci eafe etf | $3,244,076 | +9.0% | 45,359 | 0.0% | 0.51% | +1.6% | |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,741,111 | -15.4% | 19,847 | -14.1% | 0.43% | -21.2% |
| WMT | Sell | WALMART INC | $2,729,595 | +3.9% | 18,512 | -0.1% | 0.43% | -3.0% |
| HD | Buy | HOME DEPOT INC | $2,694,787 | -5.5% | 9,131 | +1.2% | 0.42% | -11.7% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $2,438,074 | +0.3% | 26,745 | -6.6% | 0.38% | -6.4% |
| CVX | Buy | CHEVRON CORP NEW | $2,127,425 | -4.8% | 13,039 | +4.8% | 0.33% | -11.0% |
| DFAE | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $2,058,448 | +4.9% | 89,420 | 0.0% | 0.32% | -2.1% | |
| XOM | Buy | EXXON MOBIL CORP | $2,061,082 | +4.3% | 18,795 | +4.9% | 0.32% | -2.7% |
| LLY | Sell | LILLY ELI & CO | $2,060,731 | -7.0% | 6,001 | -0.9% | 0.32% | -13.2% |
| VOO | Sell | VANGUARD INDEX FDS | $2,027,910 | +7.0% | 5,392 | -0.0% | 0.32% | 0.0% |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $1,755,045 | +183.3% | 210,437 | +179.9% | 0.27% | +163.5% |
| KO | Sell | COCA COLA CO | $1,702,586 | -4.6% | 27,448 | -2.2% | 0.27% | -11.0% |
| TFC | Buy | TRUIST FINL CORP | $1,687,556 | -20.0% | 49,488 | +0.9% | 0.26% | -25.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,576,022 | +0.0% | 10,599 | +2.0% | 0.25% | -6.8% |
| GLD | Buy | SPDR GOLD TR | $1,550,224 | +50.8% | 8,461 | +39.6% | 0.24% | +40.7% |
| PFE | Buy | PFIZER INC | $1,507,493 | -15.9% | 36,948 | +5.6% | 0.24% | -21.3% |
| QQQE | DIREXION SHS ETF TRnas100 eql wgt | $1,459,271 | +13.7% | 20,114 | 0.0% | 0.23% | +6.0% | |
| JNJ | Sell | JOHNSON & JOHNSON | $1,413,319 | -14.6% | 9,118 | -2.7% | 0.22% | -20.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,376,232 | -3.8% | 10,561 | -1.0% | 0.22% | -10.4% |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,351,233 | +47.2% | 3,900 | 0.0% | 0.21% | +37.0% | |
| CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $1,293,992 | +98.2% | 68,429 | +87.9% | 0.20% | +85.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,287,064 | -3.3% | 18,570 | +0.4% | 0.20% | -9.9% |
| CSCO | Sell | CISCO SYS INC | $1,278,467 | +9.4% | 24,457 | -0.3% | 0.20% | +2.0% |
| AFL | Buy | AFLAC INC | $1,110,244 | -9.8% | 17,208 | +0.6% | 0.17% | -15.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,059,793 | -8.1% | 8,084 | -1.2% | 0.17% | -14.0% |
| CCOR | LISTED FD TRcore alt fd | $1,058,667 | -5.5% | 35,490 | 0.0% | 0.16% | -12.2% | |
| AMZN | AMAZON COM INC | $1,049,783 | +23.0% | 10,163 | 0.0% | 0.16% | +14.7% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,017,650 | +19.3% | 9,811 | +1.4% | 0.16% | +11.2% |
| EW | EDWARDS LIFESCIENCES CORP | $971,085 | +10.9% | 11,738 | 0.0% | 0.15% | +3.4% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $953,219 | +20.4% | 2,970 | -0.1% | 0.15% | +12.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $910,105 | +1.4% | 23,064 | -2.6% | 0.14% | -5.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $909,180 | +21.7% | 8,742 | +3.8% | 0.14% | +13.6% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $880,215 | +65.3% | 56,935 | +50.8% | 0.14% | +55.1% |
| PSA | Buy | PUBLIC STORAGE | $867,499 | +8.7% | 2,871 | +0.8% | 0.14% | +1.5% |
| MRK | Sell | MERCK & CO INC | $755,404 | -6.4% | 7,100 | -2.4% | 0.12% | -12.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $748,304 | -12.7% | 1,583 | -2.1% | 0.12% | -18.8% |
| V | Sell | VISA INC | $741,032 | +7.4% | 3,287 | -1.0% | 0.12% | +0.9% |
| PEP | Sell | PEPSICO INC | $743,244 | -1.5% | 4,077 | -2.4% | 0.12% | -7.9% |
| ABBV | Sell | ABBVIE INC | $724,470 | -28.2% | 4,546 | -27.2% | 0.11% | -33.1% |
| GSIE | GOLDMAN SACHS ETF TRactivebeta int | $709,832 | +7.1% | 23,039 | 0.0% | 0.11% | 0.0% | |
| FHN | Buy | FIRST HORIZON CORPORATION | $653,807 | -27.3% | 36,772 | +0.1% | 0.10% | -32.5% |
| CL | COLGATE PALMOLIVE CO | $647,868 | -4.6% | 8,621 | 0.0% | 0.10% | -11.4% | |
| INTC | Buy | INTEL CORP | $637,812 | +26.0% | 19,523 | +2.0% | 0.10% | +17.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $631,096 | +4.7% | 1,095 | +0.1% | 0.10% | -2.0% |
| ACWF | ISHARES TRglobal equity | $620,193 | +5.9% | 18,441 | 0.0% | 0.10% | -1.0% | |
| BAC | Sell | BANK AMERICA CORP | $614,216 | -14.0% | 21,476 | -0.4% | 0.10% | -20.0% |
| ORCL | Buy | ORACLE CORP | $604,711 | +14.8% | 6,508 | +1.0% | 0.10% | +8.0% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $594,312 | +13.6% | 3,935 | +18.1% | 0.09% | +5.7% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $591,301 | +31.2% | 13,457 | +26.9% | 0.09% | +22.7% |
| SCI | New | SERVICE CORP INTL | $580,297 | – | 8,437 | +100.0% | 0.09% | – |
| T | Sell | AT&T INC | $576,726 | -14.9% | 29,960 | -18.6% | 0.09% | -20.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $576,656 | -21.6% | 14,828 | -20.6% | 0.09% | -26.8% |
| PSX | Buy | PHILLIPS 66 | $558,043 | -2.3% | 5,504 | +0.3% | 0.09% | -9.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $549,132 | +6.8% | 2,691 | +0.0% | 0.09% | 0.0% |
| ALL | Buy | ALLSTATE CORP | $538,758 | -16.5% | 4,862 | +2.2% | 0.08% | -22.2% |
| NFLX | NETFLIX INC | $536,876 | +17.2% | 1,554 | 0.0% | 0.08% | +9.1% | |
| BX | New | BLACKSTONE INC | $531,081 | – | 6,046 | +100.0% | 0.08% | – |
| USMV | ISHARES TRmsci usa min vol | $520,639 | +0.9% | 7,158 | 0.0% | 0.08% | -5.8% | |
| NKE | Buy | NIKE INCcl b | $476,406 | +9.4% | 3,885 | +4.4% | 0.07% | +1.4% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $472,501 | +1.8% | 2,872 | -1.9% | 0.07% | -5.1% |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $450,696 | -2.5% | 4,272 | 0.0% | 0.07% | -9.1% | |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $442,452 | -14.2% | 23,839 | -0.3% | 0.07% | -19.8% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $426,039 | -8.8% | 3,434 | -16.2% | 0.07% | -14.1% |
| ORLY | OREILLY AUTOMOTIVE INC | $417,698 | +0.6% | 492 | 0.0% | 0.06% | -7.1% | |
| DIS | Buy | DISNEY WALT CO | $410,304 | +20.1% | 4,098 | +4.2% | 0.06% | +12.3% |
| SPGI | S&P GLOBAL INC | $404,070 | +2.9% | 1,172 | 0.0% | 0.06% | -4.5% | |
| AVGO | Sell | BROADCOM INC | $393,906 | +11.1% | 614 | -3.2% | 0.06% | +5.1% |
| KHC | Buy | KRAFT HEINZ CO | $394,445 | +4.1% | 10,200 | +9.5% | 0.06% | -1.6% |
| BDX | Sell | BECTON DICKINSON & CO | $387,648 | -3.0% | 1,566 | -0.3% | 0.06% | -9.0% |
| DHR | New | DANAHER CORPORATION | $392,969 | – | 1,559 | +100.0% | 0.06% | – |
| MS | Buy | MORGAN STANLEY | $379,054 | +5.3% | 4,317 | +2.0% | 0.06% | -1.7% |
| MPC | MARATHON PETE CORP | $368,356 | +15.8% | 2,732 | 0.0% | 0.06% | +9.4% | |
| UNP | Sell | UNION PAC CORP | $371,727 | -5.2% | 1,847 | -2.5% | 0.06% | -12.1% |
| ANTM | ELEVANCE HEALTH INC | $364,629 | -10.4% | 793 | 0.0% | 0.06% | -16.2% | |
| STIP | ISHARES TR0-5 yr tips etf | $367,151 | +2.3% | 3,700 | 0.0% | 0.06% | -5.0% | |
| AMCR | Sell | AMCOR PLCord | $367,745 | -7.1% | 32,315 | -2.8% | 0.06% | -13.6% |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $364,265 | – | 6,828 | +100.0% | 0.06% | – |
| IONS | IONIS PHARMACEUTICALS INC | $358,901 | -5.4% | 10,042 | 0.0% | 0.06% | -12.5% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $359,201 | +0.4% | 1,080 | 0.0% | 0.06% | -6.7% | |
| DOC | New | PHYSICIANS RLTY TR | $353,318 | – | 23,665 | +100.0% | 0.06% | – |
| COP | Buy | CONOCOPHILLIPS | $348,733 | -15.9% | 3,515 | +0.1% | 0.06% | -20.3% |
| PTMC | PACER FDS TRtrendp us mid cp | $350,898 | +1.7% | 11,052 | 0.0% | 0.06% | -5.2% | |
| PWZ | INVESCO EXCH TRADED FD TR IIcalif amt mun | $349,876 | +2.6% | 14,125 | 0.0% | 0.06% | -3.5% | |
| DE | Sell | DEERE & CO | $345,168 | -5.4% | 836 | -1.8% | 0.05% | -11.5% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $342,208 | +6.6% | 6,400 | 0.0% | 0.05% | -1.9% | |
| AXP | Sell | AMERICAN EXPRESS CO | $336,118 | +10.2% | 2,038 | -1.3% | 0.05% | +3.9% |
| EMLC | New | VANECK ETF TRUSTjp mrgan em loc | $337,012 | – | 13,347 | +100.0% | 0.05% | – |
| WFC | Sell | WELLS FARGO CO NEW | $327,128 | -10.5% | 8,751 | -1.2% | 0.05% | -16.4% |
| NEE | Sell | NEXTERA ENERGY INC | $327,301 | -13.1% | 4,246 | -5.8% | 0.05% | -19.0% |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $319,321 | -3.7% | 6,810 | -4.9% | 0.05% | -9.1% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $320,642 | +8.3% | 4,599 | +3.5% | 0.05% | 0.0% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $308,141 | -7.4% | 2,752 | -2.8% | 0.05% | -14.3% |
| CRM | New | SALESFORCE INC | $292,131 | – | 1,462 | +100.0% | 0.05% | – |
| BKNG | BOOKING HOLDINGS INC | $294,418 | +31.6% | 111 | 0.0% | 0.05% | +24.3% | |
| STAG | Sell | STAG INDL INC | $296,940 | +0.9% | 8,780 | -3.6% | 0.05% | -6.1% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $287,863 | -5.9% | 3,899 | -17.3% | 0.04% | -11.8% |
| BA | New | BOEING CO | $289,802 | – | 1,364 | +100.0% | 0.04% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC | $288,727 | -4.5% | 883 | +0.3% | 0.04% | -11.8% |
| PPBI | PACIFIC PREMIER BANCORP | $278,902 | -23.9% | 11,611 | 0.0% | 0.04% | -27.9% | |
| MCD | Buy | MCDONALDS CORP | $283,525 | +11.0% | 1,014 | +4.6% | 0.04% | +2.3% |
| HTH | New | HILLTOP HOLDINGS INC | $281,746 | – | 9,496 | +100.0% | 0.04% | – |
| USO | UNITED STS OIL FD LPunits | $276,191 | -5.2% | 4,157 | 0.0% | 0.04% | -12.2% | |
| QCOM | Sell | QUALCOMM INC | $276,721 | +13.5% | 2,169 | -2.2% | 0.04% | +4.9% |
| COHERENT CORP | $272,272 | +8.5% | 7,150 | 0.0% | 0.04% | +2.4% | ||
| LMT | LOCKHEED MARTIN CORP | $267,565 | -2.8% | 566 | 0.0% | 0.04% | -8.7% | |
| MMM | Sell | 3M CO | $267,944 | -15.0% | 2,549 | -3.0% | 0.04% | -20.8% |
| KMB | New | KIMBERLY-CLARK CORP | $260,765 | – | 1,943 | +100.0% | 0.04% | – |
| UL | Sell | UNILEVER PLCspon adr new | $257,573 | -2.4% | 4,960 | -5.3% | 0.04% | -9.1% |
| NEM | Sell | NEWMONT CORP | $258,826 | -0.1% | 5,280 | -3.8% | 0.04% | -7.0% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $255,477 | -16.7% | 6,610 | -18.0% | 0.04% | -21.6% |
| New | ADVISORS INNER CIRCLE FDcambiar aggres | $256,559 | – | 10,919 | +100.0% | 0.04% | – | |
| BIIB | Sell | BIOGEN INC | $246,613 | -0.3% | 887 | -0.7% | 0.04% | -4.9% |
| ABT | Buy | ABBOTT LABS | $250,526 | -2.2% | 2,474 | +6.0% | 0.04% | -9.3% |
| KMI | Sell | KINDER MORGAN INC DEL | $233,829 | -10.5% | 13,354 | -7.6% | 0.04% | -15.9% |
| MO | Buy | ALTRIA GROUP INC | $234,658 | -0.9% | 5,259 | +1.5% | 0.04% | -7.5% |
| LEG | Sell | LEGGETT & PLATT INC | $238,462 | -5.9% | 7,480 | -4.9% | 0.04% | -11.9% |
| MAR | New | MARRIOTT INTL INC NEWcl a | $239,818 | – | 1,444 | +100.0% | 0.04% | – |
| VHT | VANGUARD WORLD FDShealth car etf | $238,460 | -3.9% | 1,000 | 0.0% | 0.04% | -11.9% | |
| FTNT | New | FORTINET INC | $232,610 | – | 3,500 | +100.0% | 0.04% | – |
| CRT | Buy | CROSS TIMBERS RTY TRtr unit | $230,951 | -25.2% | 12,437 | +2.4% | 0.04% | -30.8% |
| LPX | LOUISIANA PAC CORP | $216,840 | -8.4% | 4,000 | 0.0% | 0.03% | -15.0% | |
| COST | New | COSTCO WHSL CORP NEW | $210,001 | – | 423 | +100.0% | 0.03% | – |
| QEFA | New | SPDR INDEX SHS FDSmsci eafe strtgc | $207,960 | – | 3,000 | +100.0% | 0.03% | – |
| GT | Sell | GOODYEAR TIRE & RUBR CO | $203,705 | +4.6% | 18,485 | -3.6% | 0.03% | -3.0% |
| AMGN | New | AMGEN INC | $200,894 | – | 831 | +100.0% | 0.03% | – |
| HUM | HUMANA INC | $200,010 | -5.2% | 412 | 0.0% | 0.03% | -11.4% | |
| TTE | TOTALENERGIES SEsponsored ads | $200,180 | -4.9% | 3,390 | 0.0% | 0.03% | -11.4% | |
| CMI | CUMMINS INC | $201,137 | -1.4% | 842 | 0.0% | 0.03% | -8.8% | |
| HBI | HANESBRANDS INC | $132,899 | -17.3% | 25,266 | 0.0% | 0.02% | -22.2% | |
| LOAN | Sell | MANHATTAN BRDG CAP INC | $111,686 | -11.7% | 111,686 | -11.7% | 0.02% | -19.0% |
| OXLC | Buy | OXFORD LANE CAP CORP | $76,914 | +7.4% | 14,706 | +4.1% | 0.01% | 0.0% |
| HL | New | HECLA MNG CO | $75,960 | – | 12,000 | +100.0% | 0.01% | – |
| NGD | NEW GOLD INC CDA | $42,900 | +12.2% | 39,000 | 0.0% | 0.01% | +16.7% | |
| RCAT | RED CAT HLDGS INC | $21,724 | +10.6% | 20,888 | 0.0% | 0.00% | 0.0% | |
| New | SONDER HOLDINGS INC | $15,358 | – | 20,285 | +100.0% | 0.00% | – | |
| BAX | Exit | BAXTER INTL INC | $0 | – | -4,400 | -100.0% | -0.04% | – |
| BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -11,400 | -100.0% | -0.04% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -2,554 | -100.0% | -0.04% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -3,580 | -100.0% | -0.05% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -5,001 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-10 |
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.