Waddell & Associates, LLC Purchases in Q1 2025

Waddell & Associates, LLC

  • $745 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OXLC
Oxford Lane Capital Corp.

Financial Services
1.16K
+ 4.63%
$4.3 - $5.17 $4.97K - $5.97K
26.1K $123K
ECC
Eagle Point Credit CO Inc.

Financial Services
495
+ 4.37%
$7.7 - $9.14 $3.81K - $4.52K
11.8K $95K
BAC
Bank Of America Corp

Financial Services
382
+ 3.53%
$39.61 - $47.74 $15.1K - $18.2K
11.2K $467K
TFC
Truist Financial Corp

Financial Services
26
+ 0.45%
$39.48 - $48.15 $1.03K - $1.25K
5.8K $238K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
96
+ 0.85%
$34.5 - $38.9 $3.31K - $3.73K
11.4K $393K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3
+ 0.24%
$221.78 - $273.45 $665 - $820
1.27K $288K
MS
Morgan Stanley

Financial Services
5
+ 0.16%
$111.68 - $141.08 $558 - $705
3.12K $363K
WMT
Walmart Inc.

Consumer Defensive
631
+ 1.64%
$84.5 - $105.05 $53.3K - $66.3K
39.2K $3.44M
ACN
Accenture PLC

Technology
17
+ 1.24%
$300.91 - $398.25 $5.12K - $6.77K
1.39K $432K
SPMD
Spdr Portfolio

ETFs
199
+ 1.02%
$50.21 - $57.73 $9.99K - $11.5K
19.6K $1.01M
AVGO
Broadcom Inc.

Technology
43
+ 2.1%
$167.43 - $244.7 $7.2K - $10.5K
2.09K $350K
NVDA
Nvidia Corp

Technology
4.61K
+ 19.11%
$106.98 - $149.43 $493K - $689K
28.7K $3.11M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
470
+ 0.88%
$19.0 - $24.32 $8.93K - $11.4K
53.6K $1.02M
ORCL
Oracle Corp

Technology
6
+ 0.07%
$139.81 - $186.47 $839 - $1.12K
8.8K $1.23M
IYW
Ishares Dj Us Tech ETF

ETFs
15
+ 0.11%
$140.44 - $166.79 $2.11K - $2.5K
13.1K $1.84M
MSFT
Microsoft Corp

Technology
1.24K
+ 7.66%
$375.39 - $447.2 $465K - $554K
17.4K $6.54M
GOOG
Alphabet Inc.

Communication Services
855
+ 6.39%
$156.06 - $207.71 $133K - $178K
14.2K $2.22M
EWX
Spdr S&P Emerging Markets Smal

ETFs
13.5K
+ 2.24%
$55.48 - $59.47 $747K - $801K
615K $34.8M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3.85K
+ 1.0%
$86.24 - $97.98 $332K - $377K
387K $33.7M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
55.2K
+ 2.85%
$26.53 - $29.63 $1.47M - $1.64M
1.99M $53.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 0.62%
$192.82 - $222.1 $229K - $264K
192K $37.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.33K
+ 0.94%
$522.96 - $601.18 $693K - $797K
142K $75.5M
FNDA
Schwab Fundamental U S Small C

ETFs
40.3K
+ 1.55%
$26.87 - $30.99 $1.08M - $1.25M
2.64M $72.2M
Activity Summary
Buys All Purchases 74 New Holdings 10 Increased Positions 64 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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