Waddell & Associates, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $745 Million distributed in 159 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P Midcap 400 ETF Trust with a value of $75.5M, Wisdomtree Tr Us Quality Divid with a value of $74.4M, Schwab Fundamental U S Small C with a value of $72.2M, Global X Fds Adaptive U S Fact with a value of $62.1M, and Barclays Bank PLC with a value of $60.2M.
Below you can find more details about Waddell & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$745 Million
ETFs: $632 Million
Technology: $27.7 Million
Financial Services: $26 Million
Industrials: $13.3 Million
Healthcare: $11 Million
Consumer Cyclical: $10.6 Million
Consumer Defensive: $9.29 Million
Communication Services: $6.98 Million
Other: $8.99 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
