StockDriftsStockDriftsTop 50 Wade G W & Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 4.82% | 489.8K | $148K | +4.48%(+21.00K) | — | 2023-12-31 | |
| AAPL | APPLE INC | 4.6% | 736.3K | $142K | +1.09%(+7.97K) | — | 2023-12-31 | |
| DLN | WISDOMTREE TR | 4.52% | 2.09M | $139K | +0.50%(+10.35K) | — | 2023-12-31 | |
| MSFT | MICROSOFT CORP | 3.66% | 299.3K | $113K | +6.23%(+17.55K) | — | 2023-12-31 | |
| IVV | ISHARES TR | 3.4% | 219.2K | $105K | +9.72%(+19.43K) | — | 2023-12-31 | |
| QQQ | INVESCO QQQ TR | 2.34% | 176.0K | $72K | +5.13%(+8.59K) | — | 2023-12-31 | |
| USMV | ISHARES TR | 2.31% | 913.1K | $71K | -6.89%(-67.61K) | — | 2023-12-31 | |
| SHY | ISHARES TR | 2.1% | 789.2K | $65K | -16.33%(-154.03K) | — | 2023-12-31 | |
| XOM | EXXON MOBIL CORP | 1.72% | 529.7K | $53K | -0.25%(-1.33K) | — | 2023-12-31 | |
| IEF | ISHARES TR | 1.65% | 528.1K | $51K | +379.70%(+417.99K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wade G W & Inc reports $3.08M in US-listed equity holdings across 417 positions in its most recent 13F filing. Its largest disclosed positions are IWF (4.8%), AAPL (4.6%) and DLN (4.5%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wade G W & Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1132556). View Wade G W & Inc’s 13F filings on SEC