Wade Financial Advisory, Inc Portfolio Holdings
Wade Financial Advisory, Inc
- $296 Million
- Q3 2024
Wade Financial Advisory, Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $296 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $61.3M, Vanguard Large Cap ETF with a value of $26M, Ishares Msci Usa Quality Facto with a value of $21.3M, Vanguard Ftse Developed Market with a value of $20.2M, and Vanguard Intermediate Term Tre with a value of $15.5M.
Examining the 13F form we can see an increase of $18.7M in the current position value, from $278M to 296M.
Below you can find more details about Wade Financial Advisory, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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