Wade G W & Inc Incresed Positions in Q4 2023

Wade G W & Inc

  • $3.08 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
2.4K
+ 3.15%
$109.19 - $135.72 $262K - $325K
78.5K $10.5M
TDVG
T Rowe Price Exchange Traded F

Technology
30.9K
+ 65.86%
$31.05 - $35.28 $959K - $1.09M
77.8K $2.74M
XLV
Select Sector Spdr Fund Health

ETFs
6.87K
+ 21.9%
$123.14 - $136.38 $845K - $936K
38.2K $5.21M
XLU
Utilities Sector Spdr

ETFs
17.6K
+ 156.77%
$56.19 - $65.96 $987K - $1.16M
28.8K $1.82M
MCD
Mcdonalds Corp

Consumer Cyclical
1.73K
+ 8.84%
$246.19 - $296.51 $426K - $513K
21.3K $6.32M
IBM
International Business Machines Corp

Technology
3.69K
+ 15.44%
$136.38 - $164.71 $504K - $608K
27.6K $4.52M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
771
+ 0.36%
$33.62 - $42.1 $25.9K - $32.5K
214K $8.88M
KO
Coca Cola CO

Consumer Defensive
788
+ 0.22%
$52.38 - $59.93 $41.3K - $47.2K
357K $21.1M
UNP
Union Pacific Corp

Industrials
2.39K
+ 20.37%
$200.64 - $246.02 $480K - $588K
14.1K $3.47M
BX
Blackstone Inc.

Financial Services
1.79K
+ 5.03%
$89.61 - $133.13 $160K - $238K
37.3K $4.88M
TSLA
Tesla, Inc.

Consumer Cyclical
4.23K
+ 38.8%
$197.36 - $263.62 $835K - $1.12M
15.1K $3.76M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
28.6K
+ 64.53%
$27.9 - $33.35 $797K - $953K
72.9K $2.43M
FNDX
Schwab Fundamental U S Large C

ETFs
7.45K
+ 7.83%
$53.46 - $62.11 $398K - $463K
103K $6.36M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.19K
+ 5.44%
$65.84 - $75.47 $342K - $391K
101K $7.58M
UNH
Unitedhealth Group Inc

Healthcare
1.41K
+ 12.56%
$509.47 - $552.97 $720K - $781K
12.7K $6.67M
EFG
Msci Eafe Growth ETF

ETFs
4.74K
+ 10.74%
$82.53 - $96.98 $391K - $460K
48.9K $4.73M
CAT
Caterpillar Inc

Industrials
2.64K
+ 42.91%
$226.05 - $298.12 $596K - $786K
8.78K $2.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.43K
+ 2.42%
$331.71 - $362.68 $476K - $520K
60.7K $21.7M
INTU
Intuit Inc

Technology
1.14K
+ 93.01%
$479.45 - $629.12 $548K - $720K
2.37K $1.48M
LRCX
Lam Research Corp

Technology
915
+ 129.06%
$583.34 - $795.71 $534K - $728K
1.62K $1.27M
PEP
Pepsico Inc

Consumer Defensive
4.38K
+ 3.08%
$158.08 - $172.01 $692K - $753K
146K $24.9M
LOW
Lowes Companies Inc

Consumer Cyclical
2.59K
+ 17.57%
$183.62 - $225.59 $476K - $585K
17.4K $3.86M
IEFA
Ishares Tr

ETFs
4.87K
+ 6.49%
$61.3 - $70.47 $298K - $343K
79.9K $5.62M
ZTS
Zoetis Inc.

Healthcare
283
+ 0.9%
$151.44 - $200.09 $42.9K - $56.6K
31.6K $6.24M
DIS
Walt Disney CO

Communication Services
2.46K
+ 4.09%
$79.32 - $96.06 $195K - $236K
62.6K $5.65M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.4K
+ 12.65%
$48.47 - $56.6 $359K - $419K
65.9K $3.72M
SOXX
Ishares Semiconductor ETF

ETFs
278
+ 5.03%
$438.38 - $581.45 $122K - $162K
5.81K $3.35M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.87K
+ 4.78%
$93.05 - $115.17 $174K - $215K
41K $4.68M
AMP
Ameriprise Financial Inc

Financial Services
1.57K
+ 105.87%
$307.14 - $381.62 $482K - $598K
3.05K $1.16M
TJX
Tjx Companies Inc

Consumer Cyclical
5.86K
+ 24.97%
$87.19 - $93.81 $511K - $550K
29.3K $2.75M
ABBV
Abb Vie Inc.

Healthcare
2.42K
+ 5.95%
$137.6 - $154.97 $333K - $375K
43.1K $6.68M
AMT
American Tower Corp

Real Estate
186
+ 1.7%
$157.68 - $217.16 $29.3K - $40.4K
11.2K $2.41M
URI
United Rentals, Inc.

Industrials
832
+ 127.8%
$399.02 - $580.47 $332K - $483K
1.48K $851K
ORCL
Oracle Corp

Technology
5.16K
+ 15.93%
$100.31 - $117.16 $518K - $605K
37.6K $3.96M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.82K
+ 14.84%
$38.13 - $48.02 $222K - $279K
45K $2.13M
IJK
Ishares S&P Midcap 400 Growth

ETFs
691
+ 1.12%
$67.78 - $80.04 $46.8K - $55.3K
62.7K $4.96M
MCK
Mckesson Corp

Healthcare
733
+ 14.75%
$437.42 - $470.64 $321K - $345K
5.7K $2.64M
NVO
Novo Nordisk A S

Healthcare
4.04K
+ 84.19%
$87.78 - $105.45 $355K - $426K
8.85K $915K
MAR
Marriott International Inc

Consumer Cyclical
1.82K
+ 89.12%
$185.27 - $225.51 $337K - $410K
3.86K $870K
WRB
Berkley W R Corp

Financial Services
961
+ 1.85%
$62.44 - $73.65 $60K - $70.8K
52.9K $3.74M
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.04K
+ 8.97%
$30.37 - $35.31 $183K - $213K
73.3K $2.58M
IAU
Ishares Gold Trust

ETFs
6.78K
+ 16.18%
$34.47 - $39.34 $234K - $267K
48.7K $1.9M
JNJ
Johnson & Johnson

Healthcare
1.33K
+ 0.62%
$145.6 - $158.88 $194K - $212K
217K $34M
COP
Conocophillips

Energy
3.74K
+ 103.17%
$110.52 - $126.59 $413K - $473K
7.36K $855K
HNST
Honest Company, Inc.

Consumer Cyclical
11.7K
+ 6.3%
$1.1 - $3.41 $12.9K - $39.8K
197K $651K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5.21K
+ 45.92%
$63.1 - $69.34 $329K - $361K
16.6K $1.15M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.78K
+ 2.69%
$28.34 - $31.4 $164K - $182K
220K $6.88M
SKYY
First Trust Cloud Computing Et

ETFs
278
+ 0.87%
$70.93 - $88.75 $19.7K - $24.7K
32.1K $2.82M
FISV
Fiserv Inc

Technology
1.06K
+ 8.92%
N/A
13K $1.73M
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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