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Gaddis Premier Wealth Advisors LLC

Portfolio Manager
Gaddis Premier Wealth Advisors LLC
Performance
-1.35% (2026 Q1)
AUM (13F)
$135.60M
# of Holdings
84
Performance Rank
Allocation (Top 20)
74.68%

Gaddis Premier Wealth Advisors LLC Holdings Map

Top 50 Gaddis Premier Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IHDG
WISDOMTREE TR
11.06%310.8K$15.0M
+1.77%(+5.39K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 305.4K shares2026-Q1: 310.8K shares
$47.39(+11.46%)
2026-03-31
DGRW
WISDOMTREE TR
8.79%135.3K$11.9M
+2.65%(+3.50K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 131.8K shares2026-Q1: 135.3K shares
$89.18(+7.49%)
2026-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE
8.43%268.1K$11.4M
+4.11%(+10.58K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 257.5K shares2026-Q1: 268.1K shares
$42.85(+14.25%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
6.5%128.7K$8.8M
+1.01%(+1.29K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 127.4K shares2026-Q1: 128.7K shares
$68.37(+17.21%)
2026-03-31
FFSM
FIDELITY COVINGTON TRUST
5.07%214.9K$6.9M
+3.37%(+7.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 207.9K shares2026-Q1: 214.9K shares
$29.99(+24.06%)
2026-03-31
UCON
FIRST TR EXCHNG TRADED FD VI
4.46%243.5K$6.0M
+3.74%(+8.79K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 234.7K shares2026-Q1: 243.5K shares
$25.17(-1.12%)
2026-03-31
SDVY
FIRST TR EXCHANGE TRADED FD
4.43%152.0K$6.0M
+1.86%(+2.78K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 149.3K shares2026-Q1: 152.0K shares
$38.18(+13.03%)
2026-03-31
PTLC
PACER FDS TR
4.1%105.7K$5.5M
+0.81%(+849)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 104.8K shares2026-Q1: 105.7K shares
$55.16(+5.40%)
2026-03-31
AIRR
FIRST TR EXCHANGE TRADED FD
4.04%49.3K$5.5M
+1.17%(+570)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 48.8K shares2026-Q1: 49.3K shares
$97.58(+29.03%)
2026-03-31
GRID
FIRST TR EXCHANGE-TRADED FD
3.73%30.9K$5.1M
+2.53%(+763)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 30.1K shares2026-Q1: 30.9K shares
$152.20(+21.00%)
2026-03-31

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