Waddell & Associates, LLC Purchases and Sells in Q1 2025

Waddell & Associates, LLC

$745 Million
Q1 2025

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDX	36.6K + 979.98%	$230.33 - $281.53 $8.44M - $10.3M	40.4K $9.84M
IEFA	15K + 2.71%	$69.57 - $78.65 $1.04M - $1.18M	567K $42.9M
SPY	4.33K + 45.36%	$551.42 - $612.93 $2.39M - $2.66M	13.9K $7.77M
AVEM	15.1K + 2.93%	$57.11 - $62.4 $861K - $941K	530K $31.9M
CAPE	13K + 0.66%	$29.41 - $31.62 $382K - $410K	1.98M $60.2M
AAPL	10.5K + 26.37%	$209.68 - $247.1 $2.2M - $2.59M	50.2K $11.2M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AUSF	1.42M New	$41.68 - $43.97 $59.3M - $62.6M	1.42M $62.1M
TSLA	2.08K New	$222.15 - $428.22 $461K - $889K	2.08K $538K
GE	2.62K New	$168.59 - $212.13 $441K - $555K	2.62K $523K
VTI	1.78K New	$271.18 - $303.12 $481K - $538K	1.78K $487K
BMY	4.09K New	$53.9 - $63.11 $221K - $258K	4.09K $249K
OKE	2.27K New	$89.57 - $109.85 $204K - $250K	2.27K $225K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RCAT	-12.3M - 98.67%	$4.82 - $14.19 $59.1M - $174M	165K $971K
IOO	-676K - 99.36%	$96.2 - $105.12 $65.1M - $71.1M	4.38K $421K
VT	-119K - 90.01%	$115.08 - $123.97 $13.7M - $14.8M	13.2K $1.54M
WST	-1K - 25.64%	$199.11 - $347.87 $199K - $348K	2.9K $649K
VLUE	-4.13K - 8.45%	$104.89 - $113.56 $434K - $469K	44.8K $4.78M
AMZN	-298 - 6.09%	$190.26 - $242.06 $56.7K - $72.1K	4.6K $875K

Activity Summary All Purchases 74 New Holdings 10 Increased Positions 64 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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