Wade Financial Advisory, Inc Reduced Holdings in Q1 2025

Wade Financial Advisory, Inc

  • $292 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.21K
- 3.6%
$168.16 - $186.21 $709K - $785K
113K $19.3M
VV
Vanguard Large Cap ETF

ETFs
-984
- 1.0%
$253.32 - $282.66 $249K - $278K
97.7K $25.1M
AAPL
Apple Inc.

Technology
-703
- 4.32%
$209.68 - $247.1 $147K - $174K
15.6K $3.46M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-13.4K
- 5.08%
$21.23 - $23.75 $285K - $319K
251K $5.4M
VB
Vanguard Small Cap ETF

ETFs
-789
- 6.44%
$217.89 - $252.64 $172K - $199K
11.5K $2.54M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.16K
- 1.99%
$60.91 - $71.4 $70.7K - $82.9K
57.2K $3.55M
VIG
Vanguard Dividend Appreciation

ETFs
-1.77K
- 7.22%
N/A
22.8K $4.14M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-36
- 0.09%
$58.81 - $68.2 $2.12K - $2.46K
42.2K $2.52M
GOOG
Alphabet Inc.

Communication Services
-254
- 7.05%
$156.06 - $207.71 $39.6K - $52.8K
3.35K $522K
AMZN
Amazon Com Inc

Consumer Cyclical
-6
- 0.12%
$190.26 - $242.06 $1.14K - $1.45K
4.98K $947K
GOOGL
Alphabet Inc.

Communication Services
-220
- 9.64%
$154.33 - $206.19 $34K - $45.4K
2.06K $318K
AMD
Advanced Micro Devices Inc

Technology
-450
- 12.46%
$96.63 - $129.55 $43.5K - $58.3K
3.16K $324K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-2.07K
- 2.99%
$40.38 - $42.65 $83.7K - $88.4K
67.2K $2.79M
ADBE
Adobe Inc.

Technology
-78
- 10.91%
$377.84 - $464.11 $29.5K - $36.2K
637 $244K
LMT
Lockheed Martin Corp

Industrials
-25
- 1.68%
$423.19 - $506.29 $10.6K - $12.7K
1.47K $654K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-677
- 18.0%
$95.85 - $99.25 $64.9K - $67.2K
3.08K $305K
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.06K
- 5.79%
$56.51 - $62.98 $343K - $382K
98.7K $5.99M
FNDB
Schwab Fundamental U S Broad M

ETFs
-315
- 0.68%
$22.52 - $24.48 $7.09K - $7.71K
45.8K $1.05M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.03K
- 6.3%
$25.81 - $28.52 $26.5K - $29.2K
15.2K $420K
IBM
International Business Machines Corp

Technology
-160
- 13.49%
$217.4 - $264.74 $34.8K - $42.4K
1.03K $255K
JPM
Jpmorgan Chase & CO

Financial Services
-34
- 3.26%
$225.19 - $279.95 $7.66K - $9.52K
1.01K $247K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-237
- 2.81%
$24.05 - $24.86 $5.7K - $5.89K
8.2K $203K
JNJ
Johnson & Johnson

Healthcare
-212
- 12.46%
$142.06 - $167.7 $30.1K - $35.6K
1.49K $246K
CSCO
Cisco Systems, Inc.

Technology
-283
- 3.06%
$58.74 - $64.87 $16.6K - $18.4K
8.97K $553K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-33
- 0.38%
$36.46 - $39.46 $1.2K - $1.3K
8.61K $329K
EEM
Ishares Msci Emerging Markets

ETFs
-76
- 0.69%
$40.81 - $45.34 $3.1K - $3.45K
11K $481K
CVX
Chevron Corp

Energy
-47
- 3.23%
$146.71 - $167.97 $6.9K - $7.89K
1.41K $235K
PDN
Invesco Fd Tr

ETFs
-1.82K
- 3.82%
$31.2 - $34.9 $56.9K - $63.7K
45.9K $1.54M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-532
- 1.14%
$42.5 - $46.71 $22.6K - $24.8K
46.3K $2.09M
GE
General Electric CO

Industrials
-60
- 3.05%
$168.59 - $212.13 $10.1K - $12.7K
1.91K $381K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.22K
- 2.24%
$78.97 - $85.82 $96.1K - $104K
53.2K $4.41M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-7.33K
- 2.79%
$18.36 - $20.51 $135K - $150K
255K $5.04M
Activity Summary
Buys All Purchases 26 New Holdings 1 Increased Positions 25 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wade Financial Advisory, Inc Portfolio

Follow Wade Financial Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wade Financial Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade Financial Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email