Wade G W & Inc Purchases in Q4 2023

Wade G W & Inc

  • $3.08 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
418K
+ 379.7%
$88.95 - $97.0 $37.2M - $40.5M
528K $50.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
21K
+ 4.48%
$256.94 - $304.21 $5.39M - $6.39M
490K $148M
MSFT
Microsoft Corp

Technology
17.6K
+ 6.23%
$313.39 - $382.7 $5.5M - $6.72M
299K $113M
AVGO
Broadcom Inc.

Technology
9.48K
+ 29.38%
$814.83 - $1147.0 $7.73M - $10.9M
41.8K $46.6M
IVV
Ishares Core S&P 500 ETF

ETFs
19.4K
+ 9.72%
$412.55 - $479.0 $8.02M - $9.31M
219K $105M
AAPL
Apple Inc.

Technology
7.97K
+ 1.09%
$166.89 - $198.11 $1.33M - $1.58M
736K $142M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
261K
+ 56.12%
$47.09 - $52.78 $12.3M - $13.8M
726K $37.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
291K
New
$42.52 - $46.2 $12.4M - $13.4M
291K $13.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
36.7K
+ 38.27%
$225.16 - $263.17 $8.26M - $9.65M
132K $34.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.59K
+ 5.13%
$343.66 - $411.5 $2.95M - $3.53M
176K $72.1M
JGRO
J P Morgan Exchange Traded Fd
143K
+ 166.99%
N/A
228K $14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
27.4K
+ 6.77%
$87.61 - $110.11 $2.4M - $3.02M
433K $46.8M
GOOG
Alphabet Inc.

Communication Services
40.3K
+ 24.32%
$123.4 - $142.82 $4.98M - $5.76M
206K $29.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
48.9K
+ 24.89%
$98.28 - $111.36 $4.81M - $5.45M
245K $27.2M
AMZN
Amazon Com Inc

Consumer Cyclical
4.16K
+ 1.65%
$119.57 - $154.07 $497K - $640K
256K $38.8M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
110K
+ 246.37%
$48.63 - $55.81 $5.34M - $6.13M
155K $8.59M
JPM
Jpmorgan Chase & CO

Financial Services
5.06K
+ 2.37%
$135.69 - $170.3 $686K - $861K
218K $37.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
10.6K
+ 3.24%
$85.66 - $105.12 $908K - $1.11M
338K $35.3M
QCOM
Qualcomm Inc

Technology
880
+ 0.57%
$104.78 - $145.86 $92.2K - $128K
155K $22.4M
XLK
Technology Sector Spdr

ETFs
5.84K
+ 4.53%
$160.19 - $193.07 $935K - $1.13M
135K $25.9M
BLK
Black Rock Inc.

Financial Services
262
+ 0.96%
$598.08 - $819.0 $157K - $215K
27.7K $22.4M
EXR
Extra Space Storage Inc.

Real Estate
1.97K
+ 1.73%
$103.08 - $162.16 $203K - $319K
116K $18.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
47.6K
+ 13.96%
$99.71 - $100.17 $4.75M - $4.77M
388K $38.8M
VEA
Vanguard Ftse Developed Market

ETFs
11.7K
+ 1.33%
$41.58 - $47.99 $486K - $561K
889K $42.6M
WM
Waste Management Inc

Industrials
607
+ 0.4%
$151.21 - $179.1 $91.8K - $109K
152K $27.1M
XLF
Financial Sector Spdr

ETFs
99.1K
+ 165.54%
$31.45 - $37.72 $3.12M - $3.74M
159K $5.98M
RSP
Invesco S&P 500 Equal Weight E

ETFs
21.8K
+ 123.29%
$133.66 - $158.41 $2.91M - $3.45M
39.5K $6.23M
GOOGL
Alphabet Inc.

Communication Services
19.9K
+ 22.0%
$122.17 - $141.52 $2.43M - $2.81M
110K $15.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.4K
+ 2.51%
$65.78 - $75.4 $684K - $784K
424K $31.8M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
102K
New
$27.71 - $33.48 $2.83M - $3.42M
102K $3.41M
MFC
Manulife Financial Corp

Financial Services
14.4K
+ 1.93%
$17.14 - $22.12 $247K - $319K
763K $16.9M
GD
General Dynamics Corp

Industrials
1.26K
+ 1.78%
$216.75 - $259.67 $273K - $327K
72.1K $18.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.95K
+ 1.86%
$237.26 - $272.04 $461K - $529K
106K $28.8M
IVE
Ishares S&P 500 Value ETF

ETFs
4.36K
+ 3.91%
$147.64 - $174.21 $644K - $760K
116K $20.2M
CVS
Cvs Health Corp

Healthcare
6.79K
+ 2.96%
$66.29 - $79.0 $450K - $536K
236K $18.7M
NVDA
Nvidia Corp

Technology
1.2K
+ 3.58%
$403.26 - $504.09 $484K - $605K
34.7K $17.2M
XCEM
Columbia ETF Tr Ii

ETFs
76.2K
+ 745.47%
$26.18 - $30.31 $1.99M - $2.31M
86.4K $2.62M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.4K
+ 2.95%
$68.04 - $73.9 $773K - $839K
396K $29.1M
COST
Costco Wholesale Corp

Consumer Defensive
1.04K
+ 7.09%
$543.03 - $681.24 $564K - $708K
15.7K $10.4M
AMGN
Amgen Inc

Healthcare
1.4K
+ 1.78%
$255.7 - $288.46 $358K - $404K
80.2K $23.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.56K
+ 2.92%
$204.07 - $257.57 $318K - $402K
54.9K $13.8M
XLC
Select Sector Spdr Tr Communic

ETFs
22.8K
+ 139.08%
$63.09 - $73.1 $1.44M - $1.67M
39.2K $2.85M
PG
Procter & Gamble CO

Consumer Defensive
10.1K
+ 3.4%
$143.0 - $153.52 $1.45M - $1.55M
307K $45M
MRK
Merck & Co., Inc.

Healthcare
3.18K
+ 1.48%
$100.18 - $109.02 $319K - $347K
219K $23.8M
SO
Southern CO

Utilities
4.01K
+ 1.77%
$62.71 - $73.08 $252K - $293K
231K $16.2M
V
Visa Inc.

Financial Services
1.74K
+ 5.05%
$228.81 - $262.38 $399K - $458K
36.3K $9.45M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.11K
+ 6.56%
$103.08 - $127.26 $424K - $523K
66.7K $8.35M
HD
Home Depot, Inc.

Consumer Cyclical
277
+ 0.89%
$276.46 - $354.0 $76.6K - $98.1K
31.4K $10.9M
BAC
Bank Of America Corp

Financial Services
14.7K
+ 9.8%
$25.17 - $33.94 $369K - $498K
164K $5.54M
Activity Summary
Buys All Purchases 227 New Holdings 43 Increased Positions 184 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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