Waddell & Associates, LLC Incresed Positions in Q2 2025

Waddell & Associates, LLC

  • $927 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
763
+ 45.63%
$123.95 - $138.08 $94.6K - $105K
2.44K $331K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.27K
+ 7.3%
$33.13 - $40.67 $42.2K - $51.8K
18.7K $761K
CSCO
Cisco Systems, Inc.

Technology
160
+ 1.39%
$53.19 - $69.38 $8.51K - $11.1K
11.7K $810K
HD
Home Depot, Inc.

Consumer Cyclical
243
+ 3.73%
$335.24 - $380.78 $81.5K - $92.5K
6.76K $2.48M
VTI
Vanguard Total Stock Market Et

ETFs
75
+ 4.23%
$243.75 - $303.93 $18.3K - $22.8K
1.85K $562K
QCOM
Qualcomm Inc

Technology
410
+ 27.28%
$124.66 - $159.48 $51.1K - $65.4K
1.91K $304K
MPC
Marathon Petroleum Corp

Energy
138
+ 5.92%
$118.55 - $170.08 $16.4K - $23.5K
2.47K $410K
TFC
Truist Financial Corp

Financial Services
1.33K
+ 22.98%
$34.79 - $42.99 $46.4K - $57.3K
7.13K $306K
EQIX
Equinix Inc

Real Estate
95
+ 20.93%
$740.07 - $914.43 $70.3K - $86.9K
549 $436K
ALL
Allstate Corp

Financial Services
452
+ 9.93%
$180.53 - $212.64 $81.6K - $96.1K
5K $1.01M
BMY
Bristol Myers Squibb CO

Healthcare
2.46K
+ 60.02%
$44.12 - $59.6 $108K - $146K
6.55K $303K
SYY
Sysco Corp

Consumer Defensive
326
+ 6.57%
$68.0 - $75.91 $22.2K - $24.7K
5.29K $400K
ECC
Eagle Point Credit CO Inc.

Financial Services
572
+ 4.84%
$6.94 - $8.31 $3.97K - $4.75K
12.4K $94K
PGR
Progressive Corp

Financial Services
126
+ 5.95%
$255.27 - $288.74 $32.2K - $36.4K
2.24K $598K
UNH
Unitedhealth Group Inc

Healthcare
664
+ 65.94%
$274.35 - $599.47 $182K - $398K
1.67K $521K
UNP
Union Pacific Corp

Industrials
16
+ 0.94%
$208.27 - $238.46 $3.33K - $3.82K
1.73K $397K
OXLC
Oxford Lane Capital Corp.

Financial Services
1.36K
+ 5.21%
$4.01 - $4.96 $5.45K - $6.75K
27.5K $115K
LPX
Louisiana Pacific Corp

Industrials
177
+ 4.43%
$81.16 - $95.48 $14.4K - $16.9K
4.18K $359K
ACN
Accenture PLC

Technology
25
+ 1.81%
$279.23 - $323.21 $6.98K - $8.08K
1.41K $421K
WST
West Pharmaceutical Services Inc

Healthcare
12
+ 0.41%
$190.39 - $227.7 $2.28K - $2.73K
2.91K $637K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.16K
+ 1454.88%
$87.84 - $1441.89 $629K - $10.3M
7.65K $689K
BDX
Becton Dickinson & CO

Healthcare
283
+ 23.2%
$165.15 - $226.42 $46.7K - $64.1K
1.5K $258K
PFE
Pfizer Inc

Healthcare
95
+ 0.42%
$21.59 - $24.84 $2.05K - $2.36K
22.6K $548K
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 0.63%
$210.83 - $235.28 $3.58K - $4K
2.73K $604K
VTR
Ventas, Inc.

Real Estate
85
+ 1.31%
$62.45 - $70.08 $5.31K - $5.96K
6.56K $414K
CRT
Cross Timbers Royalty Trust

Energy
375
+ 2.56%
$9.5 - $12.27 $3.56K - $4.6K
15K $148K
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.36%
$170.16 - $206.27 $1.19K - $1.44K
1.96K $363K
AFL
Aflac Inc

Financial Services
68
+ 0.55%
$99.77 - $112.45 $6.78K - $7.65K
12.4K $1.3M
PG
Procter & Gamble CO

Consumer Defensive
21
+ 0.23%
$157.66 - $172.39 $3.31K - $3.62K
9.34K $1.49M
AAPL
Apple Inc.

Technology
1.87K
+ 3.72%
$172.42 - $223.89 $323K - $419K
52.1K $10.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
232
+ 1.7%
$483.48 - $539.8 $112K - $125K
13.9K $6.75M
FDX
Fedex Corp

Industrials
249
+ 0.62%
$198.07 - $245.17 $49.3K - $61K
40.6K $9.23M
Activity Summary
Buys All Purchases 171 New Holdings 88 Increased Positions 83 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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