Waddell & Associates, LLC Portfolio Holdings

Waddell & Associates, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $974 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Red Cat Holdings, Inc. with a value of $160M, Spdr S&P Midcap 400 ETF Trust with a value of $79.9M, Schwab Fundamental U S Small C with a value of $77.1M, Wisdomtree Tr Us Quality Divid with a value of $74.2M, and Ishares Tr Global 100 ETF with a value of $68.6M.

Examining the 13F form we can see an increase of $159M in the current position value, from $815M to 974M.

Below you can find more details about Waddell & Associates, LLC portfolio as well as his latest detailed transactions.